How can I restrict the Requesters of Purchase Orders?

How can I restrict the Requesters of Purchase Orders?

ApprovalMax allows restricting Requesters in terms of what data they can see and operate with 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 Suppliers or a particular Cost Center (set as the Tracking Category in Xero).

This is how you can restrict a Requester:
  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.
  3. Specify the restriction criteria, such as: Supplier, Account (GL Code), Tracking Codes, Item, Tax, Branding, etc.
  4. Click on "Done" and save your changes.


    Note: In some cases, you can choose whether the field should be mandatory or optional for Requester to fill in during PO creation:

    Fields Supplier and Branding are always mandatory.




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