Locking Down Purchase Order Types for Users

Thank you for your response. Is there a way to lock the PO type for those creating the actual po?

@Swest Just setting the default PO is the only way to make sure that when the PO is created, it is a specific type. Along with the View Only restriction on the type it is essentially locked into that default type for these users.

Ok Thanks!

Hi @Swest 

as @BenjaminCrisman stated Please use access rights by screen and restrict employees to change the order type.

Step 1

Step 2

Thanks

I understand the process of user access rights to restrict the functionality of changing the order type. However, I can’t find anywhere that lists the default order type. In discussions with our onboarding partner, they stated we are not able to set a default PO Order type. 

In our case, 99% of our POs will be Project Drop-ship. Users having to select that every time to ensure accurate shipping of materials ordered is a risk we are trying to eliminate. Based on this thread, I’m hopeful someone can point me in the right direction on how to set the Default PO Type.