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Restricting Available Account codes in pre-postings on Material Requisitions

  • 23 November 2020
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I want to restrict the account codes available as part of the pre-postings when employees raise purchase/material requisitions.  Although I have created a saved search, I do not appear to have the option to set a default, showing only a few of the options.

 

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Best answer by Jeana Barcelona 25 November 2020, 17:16

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Hi Caroline- What version are you on?  In Apps9, when using LOV in the Accounts field of pre-posting in the MR header, you can right click and choose Properties.  Then in Object Properties, change the startup behavior to Use Saved Search and pick your saved query.  You can then publish to users via a Base Profile.  Technically, users can still get around your list by manually entering a different account, by populating, or running their own query… but I’ve found this method works for most users.  

 

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Hi Jeana,

We are on Apps 8 but I will see if it works the same way as you show in Apps 9.

Many thanks for your kind response.

Regards

Caroline

 

Userlevel 1
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Hi Jeana,

Just to confirm it worked.  Thank you very much.

Regards

Caroline