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Purchase Custom Rules

The custom rules help you to enforce the organization’s compliance while processing a purchase order. Using these rules you can ensure that any change in the purchase order attributes is supported by proper comments or notes. For example, a purchase order should not move to the approved state if there is no manager assigned to it. Similarly, you can use custom rules to enforce the approval workflows and closing tasks to close a purchase order.

To view the Purchase Custom Rules page, navigate to Admin > Purchase Management > Purchase Custom Rules.

When Should Custom Rules be Enforced

For purchase management module, the custom rules are evaluated when a manager tries to violate:

  • Sent for Approval Rules: Check the items that should be enforced before approving a purchase request.
Rules to Approve a Purchase
Rules to Approve a Purchase
  • Closed Rules: Check the items that should be enforced before closing a purchase order.
Rules to Close a Purchase
Rules to Close a Purchase
  • Required Note Rules: Check the items that should require a note before changing their values.
Fields that require a note before changing their values
Fields that require a note before changing their values

Example Scenario: You cannot close a Purchase Order until an Owner is assigned to it.

Example of Custom Rules in Purchase Management
Example of Custom Rules in Purchase Management

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