Reassigning is also useful when a buyer is out of office or moved to a different organisation and the order needs to be reassigned to another buyer.
Reassigning an Incomplete Requisition
Both browsers and buyers can reassign incomplete requisitions from inside the checkout page as well as when viewing their incomplete requisitions. This page can be found by clicking on Incomplete Requisitions in the Tasks menu as seen below.
A Community Administrator can also reassign incomplete requisitions from a browser or buyer to a buyer. When viewing an incomplete requisition, the Community Administrator can select click on which allows them to select a buyer from the list and click Reassign. The incomplete requisition is routed to the buyer for action and they will be notified by email and in their Tasks menu. (only Incomplete requisitions can be reassigned)
After the requisition has been reassigned, the approval process it goes through is defined by that of the original requester and not the newly assigned buyer.
Reassigning an Order
Buyers can reassign their own order by selecting the link next to their name as the buyer and follow the same process as above. Community Administrators can also perform this action on all orders. Buyers that the order can be reassigned to have to be part of the Organisation Unit that the Order was purchased for.
In the History tab you can view if a Requisition or Order was reassigned. This will display who processed the reassignment, who the Previous Buyer was, who the Order or requisition is currently assigned to and why the change was made.
Turning on Reassigning Requisitions
Reassigning requisitions is turned on internally by your Account Manager. Schedule a conversation with your Unimarket Account Manager to discuss turning this feature on for your community.