A client using PO is going to start using the requisition function. They have a few questions.

The staff entering requisitions will have very restricted rights within Adagio. Management does not want the staff to be able to even browse through the vendor list - apparently there are security reasons for this. The staff will be provided with a list of permitted vendors. Ideally, it would mean disabling the Find button for certain users, which of course is not currently possible. Can anyone think of a workaround that doesn't involve keeping a second set of data on the side?

They would like the requisition number to be auto-assigned (RQ-1001, RQ-1002, etc), but when the requisition is turned into a PO, they want it to be assigned the same number (PO-1001, PO-1002). That means NOT auto-assigning the PO number, but instead typing it in. Yes, they can override the assigned PO number, but that is asking for a disaster. Again, does anyone have a suggestion?

If not, consider these as suggestions.

Steve

Steve:

Both would have to be suggestions.

Having the ability to have separate auto number by document type would be a useful feature.

I have no idea how you would restrict users to specific vendors, maybe by using the IC Item Primary and Secondary vendors so that if you order item X you can only order from one of the vendors assigned to item X. Then use security (or even a template) to restrict access to the vendor field so that the user can only select one of the assign vendors.

My brain was working when I wasn't paying attention, and I thought of a decent workaround to disabling the vendor Finder key. First disable the Edit Columns option for a user. Then, for that user, remove all fields from the vendor Finder (and SmartFinder) grid except for the vendor code.

So the user will be able to pop the vendor list, but they won't be able to see the vendor name or address!

I guess a user could still break security by creating a new requisition and selecting vendors one by one to see each vendor's name, but someone would have to be very curious to go to that trouble.

Thanks Douglas for seconding my suggestion about having separate auto numbering options for requisitions and POs.

Steve

Steve:

Hopefully you idea goes far enough as it doesn't restrict the user from being able to order for a vendor they are not suppose to be using.

The request that I get most often is to be able to prevent issuing a PO for item X except to an authorized vendor of item X. To that end I would like to see the number of vendors that can be assigned to a vendor increased and then a restriction in PO that only allows items to be ordered from one of the vendors attached to the item.

Hi Douglas

I think your concern about ordering from an unapproved vendor is not an issue because we are talking about requisitions, which have to be approved themselves.