Purchase Order Security

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Open the security setup form by selecting the security lock in the top left-hand corner.

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

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Security SetupAlternate Security SetupSecurity LogApproveCloseRequest a QuoteSecurity_Setup_Purchase_Order

Delete Ordered Line and Change Ordered Qty only applies after the order is placed (ordered).

The Approve Permission will only activate after you have selected Do Purchase Orders Need Approval.

 

Note Not Required: If the employee does not need to add a note for the supplier on the purchase order form.

 

Actions - Left Window

Limited View. (You can't see the fields)

Cancel button won't show.

 

Limited Edit (Restricted subset).  (You can see the fields but you can't edit it)

It is highly recommended that you check the Limited Edit checkbox.

Cancel button will be disabled.

Can't change the employee.

Can't Add items after the order is completed

System administrators will be able to delete ordered items (not recommended).

Keywords: Approve,Cancel / Uncancel Purchae Order,Changed Ordered Quantity,Credit Limit Override - Purchase Order,Delete Ordered Items,Not Approved,Note  Required - Purchae Order,Process - Purchase Order,RFQ - Security Setting