Ok so PO creation as we know is limited to Buyers and modifying POs is limited to which buyers have rights to other buyer’s POs. That makes sense and is all well and good. Only specific people can create POs, these are sensible controls.
Well we had a situation today where someone in shipping printed an unfinished PO, but they forgot to uncheck the Routing box. We have Advanced Print Routing set up for POs so that the buyers can automatically send the PO to the vendor, which makes sense. But WHY would we want anyone and everyone with PO Tracker access to be able to send PO to vendors with advanced print routing? I didn’t even know this was an option for a tracker, and as far as I can tell it should not be. This should be limited to the buyer who has rights to the PO.
Is there a way to turn this off for the tracker, or to disable all printing from the tracker?
The thing I did to get around this was make two report styles, one with a routing and one without (obviously they both still point to same .rdl) and then make the one without routing the default report style.so people in tracker don’t get confused.
Then instruct your purchasers to select the report style with routing- I usually give that style a description like ROUTING or SENDS EMAIL.
That was my first thought too. I was hoping for something a little more automated. It looks like I can modify the SSRS Breaking and Routing logic so maybe I can come up with a tricky way to only do the routing for specific users or groups or something like that. ??
I believe there is a condition widget that lets you qualify if the user is a member of a security group. Then on the false side you just route it to the user print action.
You can stop the routing from working if certain values aren’t set yet. However, I didn’t think you could print a PO that was not approved (however it is late and I’ve been wrong before at this time of night).
I have helped several companies implement print routing. I strongly recommend creating a separate report style by copying the original and attaching the routing rules to the copy. The description of the report style should explain the routing action - “Email PO to Vendor and Buyer”.
This recommendations come after too many examples of emails being sent accidently AR groups included.
