Enterprise Buyer 2.0 Desktop Edition Help

Enterprise Buyer 2.0 Desktop Edition Roles

Overview

Enterprise Buyer 2.0 Desktop Edition users have four major roles that are recognized by the system:

Buyers	Users who select items and fill the Shopping Carts, from which Orders are created. Buyers may be people who occasionally purchase a few items, or purchasing professionals who produce large Shopping Carts on a daily basis. Information about each user is stored in a User Profile.
Approvers	Users who are responsible for approving or adjusting the Shopping Carts and Orders initiated by other users. Approvers are assigned by the Administrator and given a specified Approval Limit. A user can choose to add an additional, ad hoc approver to work in parallel with their assigned approver. This can speed-up the approval workflow.
Reviewers	Users who may be added to the workflow on an ad hoc basis by users or approvers, to review and comment on a Shopping Cart contents. Reviewers are not required to approve a Shopping Cart.
Administrator	The Enterprise Buyer 2.0 Desktop Edition Administrator supervises the system workflow, assigns Buyer and Approver limits, etc. The Administrator has many other duties, including using the Enterprise Buyer 2.0 Desktop Edition Administration Tools to configure the system's users, Buying Organizations, and suppliers. These tools are accessible from Enterprise Buyer 2.0 Desktop Edition Home page, but only to a user logged on with Administrator authority.

There are many other tasks and responsibilities, within these major roles, to which users may be granted additional privilege.

Buyers

This is the most common Enterprise Buyer 2.0 Desktop Edition role. Most of the people who need to search for items, add and delete items in a Shopping Cart, and submit the Shopping Cart for processing are users.

Shopping Carts from users are reviewed by Enterprise Buyer 2.0 Desktop Edition. If they comply with the organization's business rules, Orders are issued to suppliers.
Shopping Carts that do not comply with business rules (e.g., the Shopping Cart dollar amount exceeds their Spending Limit) are routed through the Enterprise Buyer 2.0 Desktop Edition workflow to an approver (specified in the User Profile) for approval, or to an ad hoc approver designated by the user, or by an approver. The Shopping Cart may also be routed through the workflow to a reviewer designated by user, or by an approver.
Buyers can view the status of their own Shopping Carts.
Buyers cannot view and are not required to resolve problems with other users' Shopping Carts.
Buyers cannot view or resolve problems with Order s.

Approvers

Approvers can perform all user tasks and may also be responsible for resolving problem Shopping Carts and Orders by changing quantities of items or selecting alternate items or suppliers.

Shopping Carts from users are reviewed by Enterprise Buyer 2.0 Desktop Edition. If they comply with the organization's business rules, Orders are issued to suppliers.
Shopping Carts that do not comply with business rules (e.g., the Shopping Cart dollar amount exceeds their Spending Limit) are routed through the Enterprise Buyer 2.0 Desktop Edition workflow to the approver (specified in the User Profile) for approval, or to an ad hoc approver designated by the user, or by an approver. The Shopping Cart may also be routed through the workflow to a reviewer designated by user, or by an approver.
Approvers can view the status of their Shopping Carts, and those of other users in one or more Enterprise Buyer 2.0 Desktop Edition Buying Organizations.
Approvers can view the status of Orders issued from their own and other users' Shopping Carts.
Approvers are responsible for rejecting or resolving problem Shopping Carts or Orders, by selecting alternative items, accepting price changes or back-ordered quantities, etc.

Reviewers

Reviewers are responsible for reviewing the Shopping Carts and Orders initiated by other users or approvers.

Reviewers do not have the ability to approve Shopping Carts and Orders.
Reviewers may be added to the workflow on an ad hoc basis by users or approvers.

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