Many customers operate central Buyer teams, who action orders on behalf of Browsers and other Buyer within their organization. Prior to the Incomplete Requisition Sharing feature, when a Browser reassigns a requisition to another Buyer. Only that Buyer, had the ability to reassign the requisition to another buyer, making it difficult to hand over the requisition.
Incomplete Requisition Sharing allows incomplete requisitions to be shared across any buyer within an organization unit.
If enabled within the community, Buyers within the same organization unit(s) can view all Incomplete Requisitions within their organization unit and change the Buyer of the requisition to themselves or another buyer. So, if a Buyer goes on leave and the order needs to be placed, another Buyer can take the requisition for checkout.
Users with the Community Administrator role can enable Edit Buyer Sharing, within the community.
Enable Edit Buyer Sharing Setting
To enable Edit Buyer Sharing setting, go to Administration module > select Organizations > click Settings tab > check Edit Buyer Sharing box > select Save.
Sharing an Incomplete Requisition
If sharing is enabled and a user has the Buyer role, select Tasks menu > click Incomplete Requisitions > clear Buyer field, by clicking the "x" > select Search.
The user can see any Incomplete Requisitions, designated to:
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The user's Org Units
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A child of the user's Org Units
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Buyer/Browser who shares the user's Org Units and/or
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A child of org unit, for another Buyer/Browser who shares the user's Org Units
Reassign Buyer
To reassign the desired buyer, select the pencil icon > a pop-up box will appear > in the Buyer field, choose the desired buyer > in the Note field, insert desired message > select OK.
Once completed the Incomplete Requisition will become available to the new assigned by for checkout.
| Note: For more on requisitions, please see our help article Cancel, Amend & Resubmit Requisitions. |