News and Announcements icon

Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Restrict the submitter...

Finance | Project Operations, Human Resources, ...

Answered

Restrict the submitter from modifying the prepayment details once the PO is submitted

(0) Share

Report

Report

Posted on by Charlotte Yin

33

Hi Supporter,

Is there any way to control the submitter from changing the prepayment information after submitting the PO? We would like to restrict the submitter from modifying the prepayment details once the PO is submitted. Thank you in advance!/

Best regards,

Charlotte

All responses Img

All responses (2)

Answers Img

Answers (1)

Charlotte Yin 33 on at

Like (0)

Report

Restrict the submitter from modifying the prepayment details once the PO is submitted

Hi Kevin,

Thank you for your reply.

Best regards,

Charlotte
Verified answer

Kevin Xia Microsoft Employee on at

Like (1)

Report
Restrict the submitter from modifying the prepayment details once the PO is submitted

Hi,

Here's how to restrict the submitter from modifying prepayment details after a Purchase Order (PO) is submitted:
1. Define Security Roles:
Create a security role or use an existing one to define permissions.
Ensure that this security role doesn't have edit or modify access to prepayment details on a submitted PO.
2. Use Workflow and Approval Processes:
Implement a workflow and approval process for your POs.
In the workflow, make sure that any changes to prepayment details require additional approval.
This way, if a submitter tries to modify prepayment details on a submitted PO, it will trigger an approval request.
3. Customization:
If the out-of-the-box security and workflow options don't meet your requirements, you may need to consider customization.
Best regards,
Kevin

Helpful resources

Quick Links

Leaderboard

#1

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2

Martin Dráb 230,198 Most Valuable Professional

#3

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans