How to Set Compulsory Select Purchaser

Modified on Sat, Sep 24, 2022 at 11:27 AM

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.

Per User


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

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