Prerequisites
Admin access to ProcureDesk.
Step-by-Step Instructions
1. Access Configurations
Log in and switch to the Admin side of ProcureDesk.
Navigate to the Configurations section.
2. Manage Privileges
Select the "Manage Privileges" option.
Open to edit the privilege for which you want to lock the Ship-to address. (For eg, Let's say you would like to lock the Ship-To location for the Requestors, therefore, we will edit the 'Requestor' privilege)
3. Lock Ship-to Address
In the Orders section, check the "Lock Ship-to Address" option.
Save the changes to update the privileges.
Now, users with this privilege will only be able to select their default Ship-to address on POs.
FAQs
What if a user needs to change the Ship-to address for a specific order?
Users with the locked Ship-to privilege will not be able to change the address. Ensure the correct address is set as default or adjust the user's privileges as needed.
How do I set or change a user's default Ship-to address?
Navigate to the user's profile settings in the admin console and update the default Ship-to address by editing the user's profile.