Inventory and Order Management: Changes to Access Rights in Predefined User Roles

User roles provide access to the forms needed in employees' everyday work. Implementation managers can use predefined user roles in MYOB Acumatica to determine access for individual users instead of creating and setting up roles from scratch.

In MYOB Acumatica 2025.1, certain predefined user roles related to inventory and order management have been updated to include access rights to the inventory planning forms.

Updated Access Rights to Inventory Planning Forms

The following table shows the updated access rights to inventory planning forms in the predefined user roles. Full access indicates the Delete restriction level; no access indicates the Revoked restriction level.

Tip: The inventory planning forms are available in the system only when the Distribution Requirements Planning or Material Requirements Planning feature is enabled on the Enable/Disable Features (CS100000) form.
Role Role Description Updated Access Rights
SO Admin A person who performs the setup of the sales order functionality and configures the sales processes.
SO Manager A person who creates sales orders, manages customer contracts (such as blanket sales orders), and views accounts receivable invoices and payments. This manager also negotiates customer terms, manages approvals, and oversees the sales operation staff and their activities.
SO Clerk A person who enters sales order data, creates customer returns, prints and sends order confirmations, and manages customer inquiries.
SO Viewer A person who can view the progress of the sales orders being processed but cannot change them.
PO Admin A person who performs the setup of the purchase orders functionality and configures the purchasing processes. Full access to all inventory planning forms
PO Manager A person who creates purchase orders and requisitions and views accounts payable bills and payments. This manager also negotiates vendors’ credit terms, manages vendor returns, manages approvals, and oversees the purchasing staff and their activities.
PO Buyer A person who procures inventory to replenish the warehouse stock levels or to fulfill orders (planning of purchases, creation of purchase orders, and linking of purchase orders to fulfill sales orders). This employee also reviews seasonality and replenishment settings for optimization and procurement.
PO Clerk A person who enters purchase order data, creates vendor returns, and views inquiries and reports.
PO Viewer A person who can view the progress of the purchase orders being processed but cannot change them. No access to any inventory planning forms
IN Admin A person who performs the setup of the inventory functionality and configures the inventory processes. Full access to all inventory planning forms
IN Manager A person who analyzes and manages warehouse activities and performance, takes responsibility for the physical movement of goods to and from the warehouse as well as inventory optimization and efficiency within the warehouse, and oversees the warehouse staff and their activities.
IN Receiver A person who receives purchases, inbound transfers, and customer returns, puts away received goods into designated warehouse locations. No access to any inventory planning forms
IN Shipper A person who picks, packs, and ships customer sales orders, outbound transfers, and vendor returns, and confirms shipments. No access to any inventory planning forms
IN Clerk A person who performs cycle counts and inventory adjustments and restocks the inventory within the same warehouse according to the warehouse manager's plan. No access to any inventory planning forms
IN Viewer A person who can view the documents related to the warehouse processes and inventory settings but cannot change orders and settings. No access to any inventory planning forms

Additional Information

Access rights for the user roles can be modified on the following forms:

The following reports show details about access to forms that has been granted to user roles:

For more information about user roles in the system, see User Roles: General Information. For details about distribution requirements planning (DRP), see Inventory Planning with DRP: General Information