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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Can't select a req...
Microsoft Dynamics AX (Archived)

Can't select a requester other than the preparer in creating a purchase requesition!?

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Posted on by JohnnyPu 45

Hi everyone,

When I tried to select a requester other than the preparer in creating a purchase requesition, the only employee I can select is the preparer. I do have other employees in the same company(legal entity). Would someone know how to let the employee other than the preparer can be selected in the requester's dropdown menu? Thanks.

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  • Verified answer
    JohnnyPu Profile Picture
    JohnnyPu 45 on at

    "1. Open Procurement and sourcing > Setup > Policies > Purchase

    requisition permissions.

    2. Set the Current view field to By requester, and then select the

    worker that you want from the list.

    3. In the Legal entity tab, click Add to create a list of legal entities the

    current worker can create purchase requisitions for.

    a. Select the company in the Buying legal entity field

    b. Enter the Effective and Expiration dates.

    c. Repeat this step for each buying legal entity the worker is

    authorized for.

    4. In the Operating units tab, click Add to create a list of operating

    units the current worker can create purchase requisitions for.

    a. Select the operating unit in the Receiving operating unit field.

    b. Enter the Effective and Expiration dates.

    c. Repeat this step for each receiving operating unit the worker is

    authorized for."

  • Nuxavia Profile Picture
    Nuxavia 49 on at

    Hi,

    I had same problem and solved it with this;

    docs.microsoft.com/.../set-up-permissions-for-ordering-products-on-behalf-of-someone-else

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