How can I restrict the Requesters of Purchase Orders?

How can I restrict the Requesters of Purchase Orders?

ApprovalMax allows to restrict Requesters in terms of what data they're able to see and work with when creating Purchase Orders. You can, for example, configure their access rights for Purchase Order creation in a way that individual Requesters are only allowed to select certain Vendors or a particular Location.

This is how you can 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.
  3. Specify the restriction criteria, such as: Vendor, Product/Service, Category, Location or Class:
  4. Click on "DONE" to save your changes.
Please note: for some fields you can decide whether they should be mandatory or optional for Requesters to fill in during Purchase Order creation:


The fields Vendor, Product/Service and Category are always mandatory.

    • Related Articles

    • 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 ...
    • Sending approved Purchase Orders to suppliers

      If you want to send an approved Purchase Order automatically to the supplier, you must first enable this feature by ticking the respective checkbox while creating the Purchase Order: If you want to send approved Purchase Orders to multiple contacts, ...
    • Can I restrict Requesters in terms of amounts? (QuickBooks Online)

      Unfortunately, no. Requesters are allowed to create requests of any amount, they cannot be restricted in this regard. All requests will then be routed to the proper Approvers.
    • Can I restrict Requesters in terms of amounts? (Xero)

      Unfortunately, no. Requesters are allowed to create requests of any amount, they cannot be restricted in this regard. All requests will then be routed to the proper Approvers.
    • Attaching files to Purchase Orders (for QuickBooks Online)

      During the creation of Purchase Orders for QuickBooks Online, you can attach files. However, some technical limitations do apply: File extensions — PDF, Word, Excel, Images (same as in QuickBooks Online) Max. file size — 25 MB Max. amount of files — ...