To ensure that an employee or contractor has access to raise Purchase Orders, the following settings need to be checked / updated:
- Employee has a login.
- Employee belongs to a Team that has been assigned to a Purchase Order Category.
- Purchase Orders has been checked in the Mobile tab.
- WorkFlow product is checked in Info tab. (soon to be deprecated)
The following is also required for Purchase Orders to be raised:
- One or more Purchase Order Categories
- One or more Jobs
(Optional) required settings for simPRO Purchase Orders
- Suppliers must be linked to a simPRO Vendor
- Employee or Contractor must be linked to a simPRO Employee or Contractor
- Job must be linked to a simPRO Job
- This will be verified if the staff member has to select a simPRO Cost Centre!
Note: Purchase Orders can still be created in Remote Flow without being linked to simPRO. If you are expecting a simPRO purchase order, please check Suppliers, Employee, Contractor and Jobs.