Some organizations have a semi-centralized purchasing model. Whereby a select few users, can raise purchase orders, on behalf of others
Users with the Browser role are able to reassign requisitions to assigned Buyers. Once the requisition is reviewed by the Buyer, the requisition can be submitted for approval.
- Browser: Allows users to search for items, add to cart and reassign requisitions to a Buyer (as an Incomplete Requisition) for final checkout. Browsers has the ability to specify desired items for purchasing but they cannot complete the purchase.
- Buyer: Allows users the abilities of a Browser and the authority to checkout a requisition, to begin the approval process. Buyers should be a user with knowledge of account information.
Raising an Incomplete Requisition (Browsers)
Browsers can find products and services in catalogs and create non-catalog order items to add items to cart.
Browsers can checkout and reassign the Incomplete Requisition to a Buyer, by selecting Reassign (at the bottom of the checkout screen) > the Reassign pop-up box will appear to select desired Buyer in the Assign to field > add note in the Note field, if desired > and select OK.
The Incomplete Requisition will be sent to the Buyer to action. An email notification will be sent and an alert to the Buyer's Tasks menu.
Creating an Order from an Incomplete Requisition (Buyers)
Buyers will receive an email notification and Tasks alert, the Incomplete Requisition is ready to action. To take action, go the Tasks menu > click Tasks tab > select Incomplete Requisitions.
The Incomplete Requisitions screen will appear, listing pending Incomplete Requisitions to action > select Checkout. To view the requisition details, click the desired requisition number.
The Checkout screen will appear to use the standard purchasing process > select Checkout (at the bottom of the screen). If the Buyer is not satisfied with the Incomplete Requisition and the user desires to decline, select Cancel.
Once the Requisition is approved, an order will be created. An email notification will be sent to the Browser and Buyer.