I have a requirement where our supply chain team member need to edit PO after approved like PO date, header comments etc. That user is only able to add the data either by two options- 1.contact Buyer- un approve, then the user can make edit and the Buyer flip to approve 2.make the user as authorized user for that buyer. Is there are ny solution for this? I hit error "uYou are not authorized to maintain purchase orders for ######."Any suggestions
I am using Kinectic 2025.1.15
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Based on the comments you made above, I assume you have setup something similar to the below for each individual buyer:
- Buyer A (with limit x) is controlled by User A
- Buyer B (with limit y) is controlled by User B
- Buyer C (with limit z) is controlled by User C; etc.
In your situation, you don’t want to give your Supply Chain person access to the Buyer as that would give them access to that buyer’s buying limits.
So you’re currently forced to ask the buyer to unapprove the PO, wait for the changes to happen, then reapprove the PO. Annoying the buyer and takes them away from their day-to-day work.
Suggestion
If this is a common thing going forward, you should consider switching to setting up buyers at different “levels”.
| Buyer | Limit | Users | Approval person | Note |
|---|---|---|---|---|
| Level 1 | 0.01 | All users default to this one | Level 2 | |
| Level 2 | 5000 | Buyers | Level 3 | |
| Level 3 | 20000 | Buying managers | Level 4 | |
| Level 4 | 0 | Only the person with the highest authority | Limit of 0 = unlimited |
Limits should be set to what your company has set up.
Everyone who needs to touch Purchase Orders is added as a user to Buyer Level 1.
PO approvals will change slightly. When buyers are clicking time stamp, it will only show the buyer level as the name. They should be trained to add their name in PO APPROVALs if you need this information captured.
This reminded me of an Epicor Idea I have out there to allow Due Date changes to PO’s without needing to unapprove the PO. (You can do this with Promise Dates currently, but not Due Dates).
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If there is a PO already approved by Level 3 Buyer, how will a supply chain user in Level1 make a change to PO?
PO Approvals in Epicor track the approved amount against the purchase order. If the Level 3 buyer has approved $10,000 USD on PO#123, Epicor will allow changes as long as the changes don’t exceed $10,000 USD.
It is important that you set up all users to default to the Level 1 buyer. That way, every single PO raised is owned by the Level 1 Buyer.