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To all you clever IFS folk,

Is there anywhere in the supplier set up that you can block the user from raising a Purchase Order (PO)? I know you can make the supplier inactive on the invoicing tab but this does not stop a user from raising and releasing a PO on the supplier? We are wanting an easy way with new suppliers to allow their setup and stop orders being placed until all QA documentation has been received. We are on our journey to Cloud but ideally need something we can put in place in Apps9 asap.

Thanks Sarah

Create a custom field on the Supplier, such as a checkbox ‘Approved for Purchasing’.

Create a custom event action for when a PO header is saved for any supplier for which this checkbox value = NO that presents an error message to the user and the system cannot save the header.

If the users creating the purchase orders also have edit access to the Supplier record, you would need to somehow restrict access to this custom field.

thanks @matt.watters  - I’ve found that if you make the address invalid you can’t raise an order. Hopefully the error message will be enough we are a relatively small company currently so this will work for Apps9, better solution for long term to be sorted in Cloud. 

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