Knowledge Base ApprovalMax ApprovalMax for Xero Purchase Order management

            How can I restrict the Requesters of Purchase Orders?

            ApprovalMax allows to restrict 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.

            Updated: 03 Mar 2019 07:28 PM
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