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    Sivaraj Shanmugham
    Prevent User from creating a PO without a backing PR
    Topic posted July 2, 2019 by Sivaraj ShanmughamSilver Medal: 2,000+ Points, tagged Approvals, Orders 
    102 Views, 6 Comments
    Title:
    Prevent User from creating a PO without a backing PR
    Summary:
    Always enforce PR backed POs
    Content:

    We are exploring ways to disable the "Create Purchase Order" privilege for ALL buyers in the Org. 

    Looking for suggestions/feedback on how we can do this.

    Some options we are considering:

    1. Customizing the role appears to be an option but I am looking for other options. 
    2. Update PO Approval rules to reject POs (based on creation source?) or if there's a backing PR 

    Thanks, Siva

    Comment

     

    • Michael Graffi

      Hi Siva,

      Within PO Approval Rules: Terms Approval Serial you can go for "Backing Requisition Exists Equals No" and Action Type = Automatic and Set Outcome To = Rejected (screenshot attached).

      Regards,
      Michael

    • Michael Graffi

      And on the other hand you have to get PO's approved where a backing requistion exist (see screenshot below).

       

    • Sivaraj Shanmugham

      Michael

      Thanks for the response.  If I create a PO - Lines with & without backing PR, will the PO be rejected (assuming the suggested rules are implemented)?

      Siva 

      • Piyush Bihany

        Hi Siva

        "Backing Requisition exists" attributes is available as a Requisition Header attribute.

        In case a new line is added to any PO, which is already backed by a requisition, then the same will follow the approval rule, considering as Backing requisition does exists for the PO.

         

        --

        PB

    • Michael Graffi

      Siva,

      Can you please provide more details about the business process. At which point you try to add a new line to the PO?

      Thanks,
      Michael

    • Suman Guha

      Customizing the role to take away the Create Purchase Order seems to be thesimpler option here. Would help to understand why you are looking into other options.