Operating Unit in Purchase Requests

This module links purchase requests to Operating Units (internal business divisions). When a user creates a purchase request, the Operating Unit is filled in automatically from the user's default operating unit.

The Operating Unit appears on the purchase request form and list, next to the company, and on request lines. Users can group and filter requests and lines by Operating Unit in the search views. The field is only shown to users who have the multi operating unit group.

Several automatic checks apply: - The company of the request and of the operating unit must be the same. - The warehouse linked to the request's operation type must belong to the same operating unit as the request. - The approver assigned to the request must have access to that operating unit.

Security rules restrict visibility: users can only read purchase requests and request lines whose operating unit is one of their allowed operating units (or has no operating unit).

When purchase requests are generated automatically from warehouse reordering rules, the operating unit of the warehouse is copied onto the request.

When creating a purchase order from selected request lines, all selected lines must belong to the same operating unit, otherwise an error is shown. The resulting purchase order is created with that operating unit.