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Preventing direct purchase receipts

  • 11 February 2022
  • 8 replies
  • 146 views

Userlevel 4
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Hi

We have very strict controls in place around purchasing, and have realised that users can receipt lines that do not come from a PO (direct purchase receipts).  How do we prevent this, is there a switch that we can switch off to prevent it, or is our only option to remove the “+” off the line using roles?

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Best answer by Kandy Beatty 11 February 2022, 21:40

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Userlevel 7
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Hi @MarciaW 

The only way to prevent this is under user security. You would need to go in the Access Rights by Role and change the below rights.

 

Userlevel 4
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Thanks - that’s surprising and a bit disappointing.  It creates a real gap in the control over purchases for this to be the standard system setup.

Userlevel 7
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Hi @MarciaW 

You may also post this requirement on our ideas page as a feature request. (https://community.acumatica.com/ideas).

Regards,

Userlevel 4
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Hi @MarciaW 

You may also post this requirement on our ideas page as a feature request. (https://community.acumatica.com/ideas).

Regards,

Thank you!!! I will do that.

Userlevel 4
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Hi @MarciaW 

You may also post this requirement on our ideas page as a feature request. (https://community.acumatica.com/ideas).

Regards,

How do I get access to do that?  

 

 

Userlevel 7
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Hi @MarciaW 

You need to be registered at acumatica.com as a customer or partner for access to the Ideas and Knowledge Base. 
Regards,

Userlevel 4
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We tried this and it’s worked partly :-)

I did this:

And it did this

But now I still need to solve this

I tried setting “Details” to “Edit” and that didn’t work.  Any other ideas?

Userlevel 5
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Hi @MarciaW ,

I too have not been able to get User Access to disable the (+) button without impacting the Add PO Line button. 

The only way which seems to work is a customisation toggle - relatively simple, but it does mean that all users are affected. See here:

 

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