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 work 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.

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 (if not yet added).
  3. Specify the restriction criteria, such as: Supplier, Account (GL Code), Tracking Codes, Item, Tax, Branding, etc.

Please note: You can use the checkbox for "Allow to create new Contacts" together with the Supplier selection from the drop-down list. 
  1. Click on DONE and save your changes.
Please note: In some cases, you can choose whether the field should be mandatory or optional for Requesters to fill in during Purchase Order creation:

The fields Supplier and Branding are always mandatory.





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