Page 10 - Participant Guide - Unanet GovCon Using Purchasing

Purchasing Menu access based on Unanet Role:

• Approvals – Purchasing Manager
• Purchase Requisition – Purchase Requestor, Purchase Requestor Viewer
• Purchase Order – Purchaser, Purchase Order Viewer
• Purchase Order Assignments – Purchase Order Assigner
• Receipts – Receipt User, Receipt Viewer
• Alerts – Purchaser

Other Roles involved in process:

• System Configuration – Administrator
• Person Configuration – Administrator
• Project Configuration – Administrator /Project Manager
• Project Assignment – Resource Assigner
• Documents – Document Viewer, Document Manager
See Appendix for additional Purchasing Roles and Search Support Portal

Activity 1.1 Roles

Activity Steps:
1. For each function in the left column, identify which role is needed in the right
column.
Function Role Needed

a) View, create, edit, and delete PRs

b) Approve PRs and POs

c) View, create, edit, and delete POs

d) View, create, and edit PO assignments

2. Log in to your student site as Clark User5
• Username: cuser5
• Password: welcome
3. Navigate: My Account (upper right-hand corner) > Preferences > Profile > Roles
and view the assigned roles for Clark User5

LESSON 1: PURCHASING
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