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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Can we restrict a proc...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Can we restrict a procurement category only for one legal entity on the PO and invoice lines?

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Posted on by Bell.D 107

Hi all, 

I wanted to prevent my users from using a certain procurement category on the requisition line for just one legal entity only, so I used the purchasing policies and was able to prevent it from showing under the procurement hierarchy. But the purchasing policies only worked for the purchase requisitions not for PO and Invoice. Is there any other way I can do the same for the PO and Invoice lines? 

Thanks,

Bell

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  • Suggested answer
    Mehdi AMRANI Profile Picture
    Mehdi AMRANI 1,422 on at

    Hi Bell,

    If your users are tied to there legal entities then use XDS and create new roles with restrictions on procurement category and assing them to your users.

    here is a usefull link

    brotetechnologies.com/.../

    Kind regards,

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