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How can I restrict the Requesters of Purchase Orders? (NetSuite)

Updated over a month ago

ApprovalMax allows restricting Requesters in terms of what data they can see and use when creating Purchase Orders. For example, access rights for the creation of Purchase Orders can be configured so that a particular Requester is allowed to select only particular Vendors or a particular Account.
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​This is how you restrict Requesters

  1. Click on the Matrix icon in the first step of the workflow to open the Requester matrix:​

  2. Add the Requesters who will be allowed to create Purchase Orders.
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  3. Specify the restriction criteria, such as: Vendor, Account, Expense Category, Department, Class, Location, Item.
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  4. Click on DONE to save your changes:​​


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