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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Every approvers can se...
Finance | Project Operations, Human Resources, ...
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Every approvers can see Purchase requisitions

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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
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Every approvers can see Purchase requisitions
    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
  • Verified answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Every approvers can see Purchase requisitions
    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
  • Verified answer
    Komi Siabi Profile Picture
    Komi Siabi 12,712 Most Valuable Professional on at
    Every approvers can see Purchase requisitions
    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.

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