Restrict purchase order creation

To restrict purchase order creation to admin role, it can be done using workflow.

  1. Navigate to Customization WorkflowWorkflows > New
  2. Add basic information
  3. Click State 1
  4. Select  New Action 
  5. Select Return User Error
  6. Trigger on : Select Before Record Load
  7. Condition: User Role != Administrator
  8. Event Type: Select Create and Copy
  9. Text : “You have no permission to create Purchase Order”
  10. Click Save

Now purchase order creation is restricted to admin role only.

NB: If you don’t select event type as copy. Then the roles other than admin can create PO from make a copy scenario.

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