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  1. User Permissions
  • March 02, 2023 03:03
  • Updated

Can I limit a Purchaser to only be able to purchase items for certain locations/departments?

Question:

  • Can I control and select which approved Order Items Purchasers are allowed to procure?
  • Can a buyer only buy items for select locations/departments?

Due to customization, your interface text may differ. In this article, we use the default labels Location and Department. Learn more here.


Answer:

Yes! You can configure your Purchasers to purchase items for orders submitted from specific Locations and/or Departments.

The Purchase by Department feature can be enabled on your domain by reaching out to a Procurify Representative. This feature will allows you to assign Purchasing access to orders submitted by selected Locations/Departments, rather than allow purchasing for all departments.

 

With the Purchase by Department feature, you will see an additional Departments button when managing Purchasers' Roles.

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The Locations option will continue to limit the billing addresses that can be applied to a PO. 

The Departments option will limit the items shown in the Procurement screen to items from order requests associated with select departments.

 

Important: This feature requires appropriate Departments to be assigned to each Purchaser individually. All purchasers will be reset to have purchasing permissions at 0 departments, losing access to procurement items while these settings are being re-configured. We suggest communicating this process with your Purchasers before making changes. 

Additional Information:

  • How to update a user's purchasing access

  • Can I limit a Receiver to only be able to receive orders for their location/department?  

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