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Restricting Available Account codes in pre-postings on Material Requisitions

  • November 23, 2020
  • 3 replies
  • 208 views

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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.

 

Best answer by Jeana Barcelona

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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3 replies

Jeana Barcelona
Do Gooder (Customer)
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  • Do Gooder (Customer)
  • 5 replies
  • Answer
  • November 25, 2020

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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  • Author
  • Sidekick (Customer)
  • 14 replies
  • November 25, 2020

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

 


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  • Author
  • Sidekick (Customer)
  • 14 replies
  • November 26, 2020

Hi Jeana,

Just to confirm it worked.  Thank you very much.

Regards

Caroline

 

 


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