Enable Self-Service Receiving on the Behalf of Others

You can create receipts for requisitions when you're not the requester or preparer.

To enable users to create self-service receipts on the behalf of others, complete these steps:

  1. Click Navigator > Tools > Security Console.

  2. Click the Create Role button.

  3. Enter a value for the Role Name.

    For example, enter Self Service Receiving All Requisitions.

  4. Enter a value for the Role Code.

    For example, enter SELF_SERVICE_RECEIVING_ALL_JOB.

  5. Select SCM Job Roles as the Role Category.

  6. Enter the Role Description.

    For example, enter Job role to receive self-service receipts for all procurement requesters.

  7. Click Next.

  8. Click Add Function Security Policy.

  9. Add Function Security Policy:

    • Function Security Policy: Create Self-Service All Requisition Receiving Receipt

    • Description: Allows creation of self-service receipts by any other person apart from the requisition requester or preparer

  10. Click the Add Privilege to Role button.

  11. Click Next.

  12. On the User's Step, click the Add User button.

  13. Select the appropriate user to add to the newly created job role.

  14. Click the Add User to Role button.

  15. Click the Save and Close button on the last step of the process.