Hi Folks,
looking for some advice . We are looking to set up a PO approval process within Epicor and have added in a 2 layer buyer approval groups . So buyer group A can authorise up to £1000 and buyer group B approve anything above this. We have had a case where buyer A has raised a PO for more than their limit ,AND have been able to receipt this in while the PO is pending . Has anyone come across this before I cannot see anything wrong with our set up .
Thanks in advance
Welcome @Ricwar76yu !
Can you provide more detail? Do employees have their own individual Buyer account set up with the limit and approval level? Is that user an authorized user on a group B user?
Hi John ,
so we can have numerous employees attached to a buyer group. So ‘HR Buyer’ can have 3 people as part of that group. They have a limit of say £1k , anything above this is directed to HR Approval buying group who do not have a limit in place .
Hope that makes sense .
Richard
It does. So, you are using “generic” Buyer accounts with Authorized Users.
For the user you are asking about, are they an authorized user for Group A and Group B?
Correct generic buyer groups with authorised users.
In our example user A raised the PO, above their buyer limit of £1k , PO was in ‘pending’ status but user A was able to receipt in the goods . So effectively over riding the system .
Check your settings in Company Configuration.
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We are testing this out today John .
Thanks very much for your input .
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