Limiting Purchase Order for pulling into Purchase Receipt

When receiving items via Purchase Receipt, we pull data from the Purchase Order issued. To do this, we use the Purchase Order linkbox and the “Pull Purchase Order Details” button.


When selecting a Purchase Order from the linkbox (either throughs search box or autocomplete), is it possible to limit access to what POs are viewable by a user? For example, a user can only view the Purchase Orders of a particular Supplier Type.  Or a particular Purchase Order series #?



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Filtering the search result is possible, but it is now only limited to "Link" fields exists in Purchase Order form. For that you have to add necessary "Condition" for Purchase Order doctype through "Permission Manager".


On 18-Jul-2013, at 10:27 AM, lxnow wrote:

When receiving items via Purchase Receipt, we pull data from the Purchase Order issued. To do this, we use the Purchase Order linkbox and the "Pull Purchase Order Details" button.

When selecting a Purchase Order from the linkbox (either throughs search box or autocomplete), is it possible to limit access to what POs are viewable by a user? For example, a user can only view the Purchase Orders of a particular Supplier Type.  Or a particular Purchase Order series #?



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Thanks for the explanation.


I tried doing this by limiting based on supplier field.  I have added the necessary condition for Purchase Order for read only.  But the search result still shows Purchase Orders for suppliers not in the user’s supplier property.

Am I missing something?

On Thursday, July 18, 2013 1:14:58 PM UTC+8, Nabin Hait wrote:
Filtering the search result is possible, but it is now only limited to “Link” fields exists in Purchase Order form. For that you have to add necessary “Condition” for Purchase Order doctype through “Permission Manager”.


On 18-Jul-2013, at 10:27 AM, lxnow wrote:

When receiving items via Purchase Receipt, we pull data from the Purchase Order issued. To do this, we use the Purchase Order linkbox and the “Pull Purchase Order Details” button.

When selecting a Purchase Order from the linkbox (either throughs search box or autocomplete), is it possible to limit access to what POs are viewable by a user? For example, a user can only view the Purchase Orders of a particular Supplier Type.  Or a particular Purchase Order series #?



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Hi Laurence,

This has been fixed in the new UI. Please wait for next week when your account is migrated.

Thanks.
Anand.

On 19-Jul-2013, at 10:12 AM, lxnow <la...@union.ph> wrote:

Thanks for the explanation.

I tried doing this by limiting based on supplier field.  I have added the necessary condition for Purchase Order for read only.  But the search result still shows Purchase Orders for suppliers not in the user's supplier property.

Am I missing something?

On Thursday, July 18, 2013 1:14:58 PM UTC+8, Nabin Hait wrote:
Filtering the search result is possible, but it is now only limited to "Link" fields exists in Purchase Order form. For that you have to add necessary "Condition" for Purchase Order doctype through "Permission Manager".


On 18-Jul-2013, at 10:27 AM, lxnow wrote:

When receiving items via Purchase Receipt, we pull data from the Purchase Order issued. To do this, we use the Purchase Order linkbox and the "Pull Purchase Order Details" button.

When selecting a Purchase Order from the linkbox (either throughs search box or autocomplete), is it possible to limit access to what POs are viewable by a user? For example, a user can only view the Purchase Orders of a particular Supplier Type.  Or a particular Purchase Order series #?



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