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Purchase

Purchase Approvals and Permissions

1 min read 61 words

Overview

Settings

Purchase uses granular permissions (view / view own / create / edit / delete) for vendors, requests, POs, invoices and settings.

Steps

  1. Go to Setup > Staff > Roles and open the role that buys.
  2. Enable only the Purchase capabilities that role needs.
  3. Configure approval chains under Purchase Settings.
  4. Test with a non-admin user that they can raise a request but cannot bypass approval.

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