Business Value
- Increases purchasing accuracy by linking every PO to its intended usage department.
- Reduces errors and enhances accountability in procurement processes.
- Streamlines workflows by auto-filling and filtering based on user’s department permissions.
- Improves reporting, tracking, and audit trails for all purchasing activities.
Use Cases
- A store manager creates a Purchase Order from a linked Purchase Request; the system auto-fills the “Usage Department.”
- The procurement officer searches POs and only sees those related to their authorized departments.
- The financial team prints a PO, seeing the clear “Usage Department” on the printout for budget tracking.
Technical Know-How
PO Screen
- New “Usage Department” field added (read-only).
- Automatically transferred from the linked Purchase Request (PR) if exists.
- Displays clearly in the PO print/export.
PO Listing Screen
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Search Parameters:
- Add “Usage Department” as a filter in the search options.
- The filter is auto-filled based on the logged-in user’s authorized usage departments.
- Users only see departments linked to them; other departments are hidden/unavailable.
- Clearing the filter shows all accessible POs; POs outside user’s departments remain hidden/denied.
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Columns:
- New column displays the “Usage Department” for each PO.