Every approvers can see Purchase requisitions

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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

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Komi Siabi 13,049 Most Valuable Professional on at

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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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Kevin Xia Microsoft Employee on at

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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

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Kevin Xia Microsoft Employee on at

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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

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