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Restricting Project categories from purchases

  • 1.  Restricting Project categories from purchases

    SILVER CONTRIBUTOR
    Posted 10 days ago

    ​​​Is there a way to restrict specific project categories from being used when purchasing?

    We have some that are specific to salary or fleet type files that we do not want users to be able to choose when completing a purchase requisition or purchase order

    We do not have our procurement categories linked to our project categories currently.

    Any ideas are appreciated



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    Angela Brown
    Manager of Accounting
    City of Kingston
    Kingston ON
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    Conference-AXUG_200x200


  • 2.  RE: Restricting Project categories from purchases

    TOP CONTRIBUTOR
    Posted 9 days ago
    Edited by Mark Prouty 9 days ago

    If the project category is associated to an item, you may set the item posting profile so that there are no GL associations for Purchase packslip, purch receipt, purch consumption.
    Items may find their way into a Req or PO, but will hit the wall when attempting to post a pack slip or invoice.

    You will need to test, as the posting profile is applied in an All-Group-Table/Item basis: if a lower level posting is defined, a transaction will post using that definition.
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    Mark Prouty
    Programmer / Analyst
    ANGI Energy Systems
    Janesville WI
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    Conference-AXUG_200x200


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