We would like to limit the Products that can be requested by Inter-Property Outlet Requisition to what we carry at our commissary and in set pack sizes. The easiest way to do this is to set up Templates for each location to use to order. I would like to remove their ability to create the OR from scratch once we set them up to remove the room for error. However, I don't want to restrict their Purchasing access as they will still need to order new items for their locations. How can I limit the OR to just Templates without restricting their Purchasing power?
Thanks,
Can we set Outlet Requisition by Template Only while keeping full access to Purchase Requisitions?
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Thanks, Camille! Unfortunately this won't really help us. I'll just have to emphasize that each user only send Requisitions to our commissary through a template as they may not fill it otherwise.
Hello {@005D000000AEQ9rIAH}, a good question!
With separate users, I believe this can be done based on having multiple User Groups with different permissions, e.g. Outlet Req group, Outlet Req w/ Template Only group, Purchase Req group, Purchase Req w/ Template Only group)...
But if it's the same user, even if they were in Outlet Req w/ Template Only user group but also in Purchase Req user group, the cross-over access right 'Can Create Requisitions Directly' would allow them to do both.
If it is the same user, we suggest applying security permissions to the Outlet Requisition Templates for the commissary so that users are not able to edit the templates created, only enter quantities.
For further information on user group permissions and template security, see these articles
https://fc.force.com/customer/s/article/Purchasing-Inventory-Creating-an-Outlet-Requisition-Template
I hope this helps?
best
Camille
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