Use the Purchase status range form to specify the rights to a particular status range. Whether these rights apply to a single user or to a user group depends on whether you opened the form from the User groups form or from the Users form.
Purchase statuses indicate the purchase line phase, such as the 'Offer request' phase or the 'Order' phase. If you assign rights to a particular status range, the users or user groups can, in principle, only change the statuses that fall within that range (see the Changes allowed field). They cannot run any processes that require status rights that are outside their range.
You might, for example, grant some users rights to only change statuses in the 'Offer' phase, and other users rights to only change statuses in the 'Order' phase.
Note: If you do not want to use status rights, all users need to have rights to all statuses (from the first to the last status). Otherwise, no one will be able to change statuses.
Note: When you add a new user or user group to Isah, this user or user group will not have any status rights. You can change this by adding lines with status rights, or by selecting the Assign maximum status range check box for the Create user rights process or the Create user group rights process.
This field is only available if you accessed the form from the Users form. This does not apply to user groups.
This check box is selected by default. If selected, users may advance a status to a status that falls outside of their status range. Of course, users cannot perform any processes that fall outside of their permitted status range.
Example
A user has rights to the following sales status range: '00 Offer request' to '15 Offer for special product'. To make sure that this user can advance the offer to the '30 Order' status, the Allow changes check box must be selected. The user cannot, however, start any processes that require rights to a status above '15 Offer for special product'.
If you select this check box, the actions in the specified status range will fall within the work load of the user (or user group). This has consequences for the operation of presets in Isah.
The following presets are available for purchase statuses:
A purchase employee is allowed to perform all purchasing actions up until the point the goods are received, but only handles purchase offers. You will enter the following status range lines:
From status 10 to 20: Select the Work load check box.
From status 25 to 60
If, on the Purchase offers form, this user chooses the My purchase offers (work load) preset, only purchase offers with a status in the 10-20 range will be displayed. If the user chooses the My purchase offers (status range) preset, all purchase offers in the 10-60 range will be shown.
Start status, End status