Purchasing Document types Security Level Setup (Doc ID 332569.1)

Last updated on MARCH 02, 2023

Applies to:

Goal

As of now, document access can be restricted based on the following Security Level options for each document type:

Public   : All system users can access the document

Private  : Only the document owner and subsequent approvers can access the document

Purchasing : Only the document owner, subsequent approvers, and individuals defined as buyers can access the document

Hierarchy : Only the document owner, subsequent approvers, and individuals included in the security hierarchy can access the document

Using an approval hierarchy for purchase requisitions, client's would like to see some hierarchy positions (the lower levels) to visualize only their own documents and other hierarchy positions (the higher levels) to visualize all the requisitions.

Solution

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