Overview

Many customers operate central buyer teams that work on orders on behalf of browsers and other buyers within their organization. However, in the past when a Browser reassigns a requisition to a Buyer, only that Buyer has the ability to reassign it to another Buyer making it difficult to hand over the requisition if needed.

Incomplete Requisition Sharing allows incomplete requisitions to be shared across any buyer within an organization unit. If this feature is enabled within your community it allows Buyers in the same organization unit(s) to view all incomplete requisitions within their organization unit and change the Buyer on the requisition to themselves or another buyer if needed. So if a Buyer goes on leave and the order needs to get placed urgently, another Buyer can take the requisition and check it out.

Sharing an Incomplete Requisition

In order to allow the sharing of Incomplete Requisitions, the feature "Edit Buyer Sharing" must be enabled for your community.

If sharing is enabled and a user has the Buyer role, as well as seeing their own Incomplete Requisitions on the Incomplete Requisitions page, when the Buyer field is cleared the user can see any Incomplete Requisitions where the Organisation Unit is:

• One of their Org Units, or

• A child of one of their Org Units, or

• One of their buys for Org Units, or

• A child of one of their buys for Org Units

In order for a buyer to take an Incomplete requisition which is available to them, they can click the pencil icon beside the Requisition in order to update the buyer on the order. When the new buyer is selected and the user clicks "OK", the Incomplete Requisition will become available to the new buyer to checkout.

For more on requisitions, please see our help article Cancel, Amend & Resubmit Requisitions.