Purchasing

Updates to Custom Purchasing approvals—Early Adopter

This idea came from you

Reduce manual review effort while applying more precise approval controls to Purchasing transactions.

Custom Purchasing approvals now support additional header-level and line-level fields, helping you create more precise approval rules for Purchasing transactions.

Key benefits

• More granular approvals: Create approval rules using header-level and line-level Purchasing data.

• Expanded field support: Use additional Purchasing header-level and line fields when defining approval criteria.

• Simplified value ranges: Use range-based conditions to evaluate transactions against minimum and maximum values in a single rule.

• More precise routing: Route transactions and transaction lines to different approvers based on business criteria.

Good to know

When a rule set uses line-level approval criteria, line-level approval rules cannot be combined with header-level approval rules in the same rule set.

What's the Early Adopter program?

We greatly value your insights. Complete this form today for an opportunity to get early access and help shape the future of this feature.

If you’re selected, you’ll receive an email with program details, expectations, and next steps. You’ll work closely with the Product Manager and provide feedback throughout the program to help improve the experience.

Permissions and other requirements

Subscription	Purchasing, Administration
Regional availability	All regions
User type	Create and activate approval rule sets Business user with admin privileges Approve Purchasing transactions Business Employee Project Manager Warehouse
Permissions	Create and activate a custom approval rule set Application subscriptions: Company setup Approve Purchasing transactions Purchasing Approve purchase transaction: List Applicable purchase approval levels are required for value-approvals.