Configuring Purchase Request Compliance

The Purchase Request Compliance page allows the client administrator to set a system response for user actions that do not comply with set rules. Typically, a rule is broken when the user tries to save or submit a purchase request.

To access the Compliance Controls page:

1. Scroll down to Policy on the Invoice Settings page.
2. Select Edit on the Purchase Request Compliance tile.
3. Select the Check if Purchase Request has the appropriate back-up documentation option on the Modify Compliance Controls page.
4. Review and edit the message the user will see by selecting the Warning Message. You can also set the event when the rule is broken (either prevent submission or warn the user).
5. Select Allow Purchasing Admins to reopen closed purchase orders. Purchasing Admins can close purchase requests that have been fulfilled. This rule allows for the reopening if needed.

• Use the Purchase Request Compliance page to enforce rules for purchase requests and manage non-compliance scenarios.
• Configure system responses to non-compliance, such as warning users or preventing submission of purchase requests.
• Customize warning messages and specify rules like requiring backup documentation for purchase requests.
• Allow Purchasing Admins to reopen closed purchase requests when necessary for flexibility in managing fulfilled orders.