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Question

Limit Purchase Order on a Site

  • August 10, 2026
  • 5 replies
  • 30 views

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Hello,

Is it possible to restrict the creation of purchase orders for a specific site without using Events or BPAs?

Configuraiton on site page? on supplier?..etc?

 

Could you please advise if there is another way to achieve this?

 

Thank you in advance

Kind regards,

5 replies

Link
Superhero (Customer)
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  • Superhero (Customer)
  • August 10, 2026

Hi ​@N.GEORGI 

without workflows or events it is not possible as far as I know.

But you can create other permission sets.


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  • Author
  • Hero (Customer)
  • August 10, 2026

@Link, thank you

how to limit the permission for a specific site?


Link
Superhero (Customer)
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  • Superhero (Customer)
  • August 10, 2026

Hi ​@N.GEORGI 

you can just create new permission sets for these users if you want to restrict the creation of purchase orders. However, I recommend the usage of workflows since they are not complex.


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Hi, 

Not a significant number of details on the question. 

Generally speaking, if you don’t complete a set up - for example the site set up, it cannot be used.  Furthermore, if you don’t set up other related data such as the parts - sales parts / purchase parts / charges, these actions cannot be performed. 

For example, assume I need to set up sites for fixed assets, and only fixed assets, we would not complete a site set up. 

Without more details, it’s difficult to answer for a specific need.   Just that in general, if something is not set up, it would not be able to successfully perform a process.  Essentially, don’t set it up if you don’t want it to work. 

Best regards, 

Thomas


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  • Author
  • Hero (Customer)
  • August 10, 2026

@Thomas Peterson The requirement is as follows:

All employees may have access to the site, but for certain sites within the company, we do not want to allow the creation of purchase orders.

We cannot use the options of either not creating the part for that site or not validating the part for the supplier at that site.

We already have a workflow in place to manage this, but we would like to check whether there is an out-of-the-box solution available.

 

thank you in advance