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Make Project Field mandatory for certain Procurement Categories

  • 1.  Make Project Field mandatory for certain Procurement Categories

    SILVER CONTRIBUTOR
    Posted Nov 23, 2022 01:57 PM
    Hi All,

    Is there any way to require a Project Code for certain Procurement Categories, in particular when creating a Purchase Requisition or a Purchase Order?

    I checked the Purchasing Policy setups and the Purchase Requisition Control Rule can be set up to require a Project Code for all PR's prior to submission into the approval workflow, however the request I received was only for certain Procurement Categories.

    Other than possible customization, are there any out of the box setups that would work?

    Thanks.


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    Patrick Perlas
    Energy Recovery Inc
    San Leandro
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