web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Every approvers can se...
Finance | Project Operations, Human Resources, ...
Answered

Every approvers can see Purchase requisitions

(1) ShareShare
ReportReport
Posted on by Community member 5
Hi everyone,
 
I am configurating a purchase to pay flow on dynamics 365.
But I want from the approvers to see only the purchase requisitions assigned to them.
In the configuration role I can't find a solution.
 
Thank you for your help.
 
Charles
I have the same question (0)
  • Suggested answer
    Komi Siabi Profile Picture
    Komi Siabi 13,089 Most Valuable Professional on at
    Hello , 
     
     
    Users can see purchase requisition assigned to them for approval : 
     
    Procurement and sourcing -> Purchase requisitions require my action -> Purchase requisitions require my action.
     
    And you need to restrict access to the All purchase requisitions form using security role.
  • Verified answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Hi,
    As Komi said, all purchase requisitions and purchase requisitions that need to be approved by me, these are two different business scenarios, displayed in different forms, so they can be controlled by role security restrictions, so that you can avoid the problem that everyone can view all purchase requisitions. You can refer to this official documentation: Role-based security - Finance & Operations | Dynamics 365 | Microsoft Learn. This article provides an overview of the elements of role-based security in finance and operations. The screenshot below shows the purchase requisition that was assigned to me:
    Best regards,
    Kevin
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Hi,
    Has your problem been solved? If it's resolved, you can mark the thread as resolved so that other users of the forum can view it.
    Best regards,
    Kevin

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 683 Most Valuable Professional

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 563 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 398 User Group Leader

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans