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general:setup_purchasing_requestors

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general:setup_purchasing_requestors [2018/08/27 15:24] – created emorenogeneral:setup_purchasing_requestors [2020/11/20 14:26] (current) – emoreno
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-==== (Optional) Set up Purchasing Requestors ==== +=====Set up purchasing requestors=====
  
-[[https://tcc-help.net/txeistest/districtadmin/doku.php/maintenance/userprofiles/purchasingrequestors|District Administration > Maintenance > User Profiles > Purchasing Requestors]]+[[https://help.ascendertx.com/districtadmin/doku.php/maintenance/userprofiles/purchasingrequestors|District Administration > Maintenance > User Profiles > Purchasing Requestors]]
  
-This step is optional. Use this tab to limit the requestors for whom the user (originator) can create or modify requisitions. The requestor must have a user profile that includes accounts he is authorized to expense to, as well as any approvers associated with the requestor.+If necessary, you can limit the requestors for whom the user (originator) can create or modify requisitions. The requestor must have a user profile that includes authorized accounts to expense against as well as any approvers who are associated with the requestor.
  
 If this option is not used, an originator can select the requestor for whom they are creating the requisition on the [[purchasing:maintenance:createmodifyrequisition|Purchasing > Maintenance > Create/Modify Requisition]] page. If this option is not used, an originator can select the requestor for whom they are creating the requisition on the [[purchasing:maintenance:createmodifyrequisition|Purchasing > Maintenance > Create/Modify Requisition]] page.
 +
 +{{:general:purchasing_options_permissions_-_da_user_profiles_purchasing_requestors.jpg|District Administration User Profile Purchasing Requestors Tab}}
 +
 +VCV Click **+Add** to add a requestor name.
 +
 +^Requestor Name|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a requestor from the drop-down list of available requestors.|
 +
 +VCV Click **Save**.
 +
general/setup_purchasing_requestors.1535383474.txt.gz · Last modified: 2018/08/27 10:24 (external edit)

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