Hello,
I’m looking for a way to prevent a user from editing a PO once it has been approved. I have established buyer limits for POs, that require a manager to approve. Once the manger approved, I want to prevent a user from editing the PO.
Thanks!
Update Pre-Process on PO if Approved yes throw exception. Likely another condition in there is if approved yes and user does not belong to x group, or something to that effect.
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Could you tell me how to get to that?
@lbradbury it would look like this
Method Directive, PO, Update, Pre-Processing
This is the error message the buyer would see.
To @jgiese.wci point, if only the Buyers cannot un-approve it, then add that condition based on group.
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This is so incredible! Thank you very much!
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One more question, where do I establish the group settings?
They are in Security Groups and User Account and Security Maint
If I understand correctly, you want to know where to apply which group cant change the approved status on the BPM?
Select “specified” and pick which group you want.
If you’re wanting to see which users belong to which group, then once again @jgiese.wci is correct. At the user level they get assigned groups on Security Groups and User Account and Security Maint.
I see you marked my response as the solution, I was doing a write up when @jgiese.wci beat me to it lol. Feel free to mark his response as a solution.
Hope this helps.
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Hi Laura,
Just a note of caution, buyers won’t be able to update dates on approved POs when you do this either… That has been a problem for us in the past.
Nancy
Thank you! that is what I think we will also encounter. We are working solutions for a requirement being flowed down to us. The other option we have is create a BAQ that captures changes made to all POs. But that is a different day and post.
Thanks!
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Hello,
One more question. When I test this, the PO still un-approves. and the buyer can make edits.
Thanks for any help you can provide!
Is the Method Directive set for Pre-Processing? If so, when you hit refresh, it will return to approved which should prevent edits.
Mind sending a screenshot of your BPM?
