How to restrict a PO Requester

ApprovalMax allows restricting Requesters in terms of what data they can see and operate with when creating Purchase Orders. For example, access rights can be configured so that a particular Requester is allowed to select particular Suppliers or a particular cost center only (set as the Tracking Category in Xero) when creating a Purchase Order.

To restrict the Requester:

  1. Click on the “Matrix” icon in the first step of the workflow to open the "Requester Matrix"
  2. Add Requesters who will be allowed to create Purchase Orders
  3. Specify restriction criteria, such as: Supplier, Account (GL code), Tracking codes, Item, Tax, Branding, etc
  4. Click on "Done" and save your changes.

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