How can I restrict creating a PR with line type 'Goods' and destination type 'Expense' — Cloud Customer Connect
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How can I restrict creating a PR with line type 'Goods' and destination type 'Expense'

edited Jun 20, 2025 5:25PM in Self Service Procurement 3 comments

Hi Experts!,

The client needs requesters to only be able to make:

  1. Internal requisition transfer orders of goods.
  2. Only purchase requisitions of services (Line type = Services and Destination type = Expense).

The system should not allow users to create a purchase requisition for goods with destination type equal to expenses (Line type = Goods and Destination type = Expense).

How could this be configured?
How can I restrict the requester from creating a PR with the line type equal to 'Goods' and the destination type equal to 'Expense'?

Thanks in advance for your help.

_________________________________________________________________________________________

Update 20/06/25:

What was done (temporarily) was to create approval rules that detect these combinations and automatically reject these purchase requisitions.

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