There is an option on the Security Profile, which controls which Purchase Requests a user can see. This option can be changed but will affect all users in the profile.
Log into FocalPoint Administrator.
Browse to System Control, Security Profiles.
Highlight the relevant profile and click Edit.
On the General tab, there is a View Options column and in this column is a Purchase Requests setting, with the following choices:
Own Only | The users can only see Purchase Requests them have raised themselves |
All - Default to Own | The users can see all Purchase Requests but by default the list will be filtered to their own User ID. Removing the User ID from the "Initiator" filter will allow them to then see all of the transactions |
Department - Default to Own | The users can see all Purchase Requests raised by anyone in their default department, or where the Recipient is someone in their default department, but by default the list will be filtered to their own User ID and so they will need to remove the User ID from the "Initiator" filter first. |
Allocated Departments | The users can see all Purchase Requests raised by anyone in any department they have access too, or where the Recipient is someone in any department they have access to, but by default the list will be filtered to their own User ID and so they will need to remove the User ID from the "Initiator" filter first. |
5. Select one of the above options then click OK.
If the user is in a profile with one of the Department based permissions, they will need to have at least one Department assigned for this to work.