How to Set Compulsory Select Purchaser
End-users may forget to select the Purchaser in the transaction which will affect the reporting related to Purchases by Purchaser. Compulsory Select Purchaser is used to prompt end-users if they have not selected the Purchaser.
This is only applicable to the following Optimum Packages:
- Optimum Financials
- Optimum Advance
- Optimum Core
- Optimum Edge
- Optimum Ace
There are two ways this is done, per User Role or per User.
Per User Role
1. Go to Maintenance > User Roles > User Default Role Settings.
2. Select a particular User Role and tick Compulsory Select Purchaser then click Save.
1. Go to Maintenance > User Roles > User Default Settings.
2. Select a particular User and tick Compulsory Select Purchaser then click Save.
If the end-user forgot to select the Purchaser, the dialog box below will appear upon saving which prompts the end-user to select the Purchaser because it is compulsory.
For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph