Access by purchasing category
Choose a flow
Situation
Each department may only request/view/approve certain item groups.
Recommendation
Turn on purchasing categories and grant access per category: request, view, approve, manage.
Why
Every purchasing document belongs to exactly one category, stamped from PR down to RFQ, PO, GRN, Bill and returns. Levels are cumulative (manage ⊇ approve ⊇ view ⊇ request). The feature is off by default. A PR mixing categories is refused.
Steps
- Turn on purchasing categories.
- Create categories and set item defaults.
- Grant access by role, department or user.
- Create PRs — one category each.
Avoid
- Mix items from several categories on one PR.
Roles & permissions
Procurement admin.