The PO Wizard allows you to restrict the approval methods provided when submitting the ‘Concurrent Request’.
To do this select the ‘Approval Import Settings’ button on the PO Wizard - Setup ribbon.
The following form will display showing the current approval settings:
To restrict the approval methods able to be selected when running theSubmit P.O. Import Concurrent Program, unselect the options (which you wish to remove) based on the type of Purchase Order.
Example – Standard PO
If no changes are made to the approval methods, the concurrent program will provide all options when running the concurrent request.
Using the ‘Import Approval Methods’ form we can change the approval methods to only allow the User to submit an approval status of ‘Incomplete’ for a Standard PO.
When the ‘Concurrent Request’ is run the methods now provided are restricted to ‘INCOMPLETE’.
PO Wizard - Setup Ribbon
To prevent the user from changing the approval setting a version of the Wizard should be provided which hides or permanently hides the ribbon.
Note - If you hide the ribbon permanently you will need to revert back to a copy of the original workbook to display thePO Wizard - Setup Ribbon.
