How to Hide the Available Budget Sum from PO/Invoice Initiators

If you do not want to show the available budget sum on the document pages to PO/Invoice issuers, you can manage this via the Configuration page.

First, go to Configuration → Basic Settings → Documents Setup → Budgets → uncheck the Show budget amount to PO/Invoice issuers option.

That way only approvers and budget holders will see the available amount.

How will a user-budget creator and a user with limited access to budget amounts see the budget fields in documents? Let’s create a Purchase Order as an example.

Document creation step

As a user with restricted access:

As a user with the Budget role:

Specific document page

As a user with restricted access:

As a user with the Budget role:

The budget field restrictions in Invoices are similar to those in Purchase Orders.