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Purchaser codes for teams in BC

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Posted on by October Sky

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Is it possible to set up salespeople/Purchaser codes that represent teams rather than individuals in BC. The requirement is to have a team of users who can only create and submit for approval on purchase orders and we want to do this by teams (approx 12 to 15 teams). Doing it by individual user is not sensible.

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Teagen Boll 3,334 Super User 2026 Season 1 on at

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You could have a shared Purchaser code but you cant assign it to more than one user in the user setup. That would have to be customized by a developer. But if you setup a shared Purchaser code any user can just assign it to any purchase transaction they want.

Best,

Teagen Boll

Work: Catapult ERP

Social: LinkedIn

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RockwithNav 9,225 Super User 2026 Season 1 on at

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I can connect where you want to go with this but unfortunately we don't have this in the current system. You can see if some little tweak can help you or wish to go with generic user. Customizing this part you need to to have a developer.

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YUN ZHU 102,389 Super User 2026 Season 1 on at

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Hi, Unfortunately, the standard cannot achieve this. Even if you can use Workflow User Groups to group users, that applies to approvers, not initiators.

Set up a sequence of workflow users

https://learn.microsoft.com/en-us/dynamics365/business-central/across-how-to-set-up-workflow-users?wt.mc_id=DX-MVP-5004336

PS: Dynamics 365 Business Central: Mailing Groups & Industry Groups for Contacts

https://yzhums.com/41220/

Hope this helps as well.

Thanks.

ZHU

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OussamaSabbouh 18,239 Super User 2026 Season 1 on at

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Hello,

Yes, you can create Salesperson/Purchaser codes as team codes instead of individual people, but I would treat them mainly as classification/reporting/filtering values, not as the real security model. For approvals, standard BC works with Approval Users and Workflow User Groups, so the cleaner setup is: create purchaser codes like TEAM-A, TEAM-B, etc. for reporting/routing visibility, assign users proper permission sets so they can create/request approval for purchase orders, and use Workflow User Groups / approval setup to control who approves. If you need “users in Team A can only create POs for Team A”, that is usually not fully covered by the Salesperson/Purchaser Code alone and may need process control, responsibility centers, security filters, or a small customization depending on how strict the requirement is.

Regards,
Oussama Sabbouh

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Pallavi Phade 5,742 Super User 2026 Season 1 on at

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Namaste @October Sky

Purchase code is presnet in Purchase order .

There is no standard provision for group in purchase order . But you can use Sales Teams . Sales Team is group of Purchaser codes / Sales people

You can map Sales Poeple or Purchaser Code to teams and do customzation in Purchase order and map Team code and push approvals .

If you want some logic we can discuss and take it further

Warm Regards

Pallavi Phade

www.linkedin.com/in/pallaviphade131116

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Grigorios Mavrogeorgis 2,735 Super User 2026 Season 1 on at

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Hi,

yes you can, the Salesperson/Purchaser code is just a master record, nothing forces it to be one person. Setting up 12 to 15 codes as teams is fine, BC won't complain, the code is only a label that drives filtering, commission and the like, so a team code works the same as an individual one.
The catch is the approval side, that is where team versus individual gets tricky. The purchaser code itself does not control who can submit or approve, that comes from the Approval User Setup and the workflow, and there it is tied to user IDs, not the purchaser code. So you can stamp the PO with a team purchaser code for reporting, but the approval routing still looks at the user submitting. What I seen people do is combine the two, team code on the document for grouping, and approval setup using approver chains or a shared approver per group of users.

So the question is what you really want the team to drive, just reporting and ownership of the PO, or the actual approval flow? If it is reporting, team purchaser codes alone do it. If it is approval by team, you need the workflow and user setup arranged to match those

same groupings. Which one is the real goal? And are all 12 to 15 teams approving up to the same person or each team own chain?

Glad to help - follow up if anything is unclear.
► If this solved it, marking it verified helps others too.
Regards,
Grigorios Mavrogeorgis
Business Central Consultant & AL Developer
Work: Gmsoft Limited
Blog: insidebusinesscentral
LinkedIn: linkedin.com/in/gregorymavrogeorgis

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Gerardo Rentería Ga... 27,507 Most Valuable Professional on at

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Hi

Our colleague Yun's proposal seems interesting to me; it could be used in coordination with the Workflow User Groups.

Best

GR

Dynamics 365 Business Central: How to Create Teams and How to Create Team Tasks | Dynamics 365 Lab

Multi Level User Group Approval Workflows in Business Central

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