Closure Rules

Closure Rules

Admins can configure closure rules for purchase orders. Purchase order closing rules can be used to select the mandatory fields to be filled in by technicians while closing the purchase order (PO).

  1. Go to Setup > Automation > Closure Rules.
  2. Enable the check box beside the fields to mandate it.
  3. Click Save.
 
    • Related Articles

    • Notification Rules

      Notification Rules allow you to specify conditions when an event must be alerted to users. You can configure and send notifications to users on key events that occur across modules such as Asset, CMDB, Purchase, and Contract. You can also configure ...
    • Roles

      Roles define permissions that technicians require to access AssetExplorer Cloud. Roles are determined based on the various modules in the application. SDAdmin can create multiple roles and assign them to technicians. Multiple roles can be assigned to ...
    • Purchase Order Notifications

      Notification rules are helpful when an event has to be notified to the technicians. Say, when a purchase order is overdue, technicians can be notified with an email automatically from the application. Enable Notification Rules Role Required: SDAdmin, ...
    • Approvals in Purchase Orders

      All purchase orders must be approved before they can be ordered. You can configure multiple and multi-stage approvals for purchase orders in the Approvals tab within a purchase order. In most organizations, a purchase order must be authorized by a ...
    • Workflows

      Workflow is an automation that admins can configure to ensure a smooth and systematic closure of assets. Admins can configure workflows from Setup > Automation > Workflows. Benefits of Using Workflows Define the workflow process for assets. Pause the ...