Procurement Category Security

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Posted on by DrA_usa

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We need employees to be able to enter purchase reqs. We do not want to allow them to create procurement categories. How do we prevent this?

All employees have at least these two roles: Employee and Purchasing Manager. This sounds excessive to me, but they may lose too much if I remove Purchasing Manager. Other ways to secure procurement categories, so they can't create new ones?

D365 Finance and Operations

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Ludwig Reinhard Microsoft Employee on at

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RE: Procurement Category Security

Hi,

Can't you copy the "Purchasing Manager" role and remove the right to create new categories?

Those employees who should still be allowed doing that can keep their own role.

All others can be assigned the copied "Purchasing Manager 2" role.

Have you tried doing that already?

Best regards,

Ludwig