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Finance | Project Operations, Human Resources, ...
Suggested Answer

Which users can edit PR?

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Posted on by 160

After PR is created and is in draft status no one apart from preparer can edit the PR. Even user with system admin role cannot edit PR if that person is not the preparer of the PR.

  1. Person A creates a PR> saves> PR is in draft
  2. Person B with system admin rights tries to edit PR but he is not able to do it while in draft
  3. Person A creates the PR but mentions person B as the requester, still person B is unable to edit PR while in draft

So questions is: What options are offered by D365 F&O to allow a user to edit a Purchase requisition prepared by another user without customization

I have the same question (0)
  • qianwang Profile Picture
    7,168 on at

    Hi Dynamicsuser365,

    In standard verson, you can only edit the PR in draft status when you are the originator.

    Regards,

    QianQW

  • Suggested answer
    saurabh bharti Profile Picture
    15,039 Moderator on at

    Hi,

    Did u try this defining in your "Workflow step"? We can define in workflow step for edit.

  • Suggested answer
    SouravDam Profile Picture
    11,730 on at

    Hello Dynamicsuser365,

    As mentioned by other members; you can check in workflow for this.

    Also check in below link if helpful.

    https://community.dynamics.com/ax/f/microsoft-dynamics-ax-forum/198497/allowing-another-user-edit-a-purchase-requisition?pifragment-96834=1#responses

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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