How can I restrict the Requesters of QuickBooks Online 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:
- Click on the matrix icon
in the first step of the workflow to open the Requester matrix:
- Add the Requesters who will be allowed to create Purchase Orders.
- Specify the restriction criteria, such as: Vendor, Product/Service, Category, Location or Class:
- 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.
The fields Vendor, Product/Service and Category are always mandatory.
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