Customer-Supplier Authorization, Process Definitions and Transaction Categories
In order to perform transactions in the Customer-Supplier module, you must have authority in the module, processes and transaction categories.
Authority Groups
Path: Control Panel > System > Security > Authorization Groups
Which modules a user will access are set under authorization groups. Users can access the modules authorized in that authorization group; a user who is not authorized to the module cannot access the business functions of that module.
In order to view or edit the Business Network, there must be authorization in the Customer-Supplier section under Sales-Distribution.
If the user also needs to see the Standard Reports of this module, the Report User box must also be checked.
Processes
Path: Control Panel > BPM > Processes
In order to manage Customer-Supplier transactions, first the process is defined and then the stages are defined. Stages; It is the operation of an authorization-approval mechanism where certain users are given certain powers. For detailed information about the processes, you can review the "Process Management and Workflows" document.
You can access the processes from the Processes page or by clicking on Control Panel > System > Page Settings while on the relevant page.
You can access the process details by clicking on it or from the Processes page;
For example; While recording Corporate Accounts, employees are authorized to record only at the Registration stage, while employees in the Accounting unit are authorized to record at the Accounting stage.
In order to perform transactions in the Customer-Supplier module, the following processes must be defined.;
Corporate Member
Individual Member
Risk and Working Information
Transaction Categories
Path: Control Panel > BPM > Process Categories
Process categories determine which processes are performed in the background. You can also access the transaction categories that need to be defined on the page by clicking Control Panel > System > Page Settings on the relevant pages;
In order to perform transactions in the Customer-Supplier module, the following transaction categories must be defined;
Collateral
Collateral Return