Requisitions and Orders can be reassigned in Unimarket to ensure proper workflow, such as allowing another user to complete the checkout process, receive orders, or manage the order status. Reassigning is also critical when a buyer is out of the office or moves departments.
To enable this feature for your community, reach out to your Unimarket Customer Success Manager.
Reassign an Incomplete Requisition
An Incomplete Requisition is one that has been started or saved but not yet submitted for approval.
| User Role | Method | Procedure |
|---|---|---|
| Browsers/Buyers (From Checkout Screen) | Checkout Screen |
1. Select the Shopping cart icon > click Checkout. 2. Scroll to the bottom > click Reassign. 3. In the pop-up, choose the desired user in the Assign To field > add a message in the Note box > select OK. |
| Browsers/Buyers (From Task Menu) | Task Menu |
1. Click the Task icon > select Tasks tab > click Incomplete Requisitions. 2. Select the pencil icon next to the Buyer's name. 3. In the pop-up, choose the desired user in the Buyer field > add a message in the Note box > select OK. |
| Community Administrators | Task Menu |
1. Click the Task icon > select Tasks tab > click Incomplete Requisitions. 2. In the Buyer field, select the dropdown to choose the desired browser/buyer > click Search. 3. Select the pencil icon next to the Buyer's name > reassign as above. |
Note: The approval process for the reassigned requisition is defined by the original requester and not the newly assigned buyer. Users with the Browser role must reassign requisitions to a Buyer for final checkout and approval submission.
Reassign an Order
Orders (Purchase Orders) can be reassigned to a buyer who is assigned the organization unit listed on the order.
| User Role | Procedure |
|---|---|
| Buyers (Self-Reassignment) |
1. Go to the 2. Locate the desired order > click the order number. 3. Select Edit > a pop-up box will appear. 4. In the Buyer field, select the dropdown to choose the desired user > in the Note field, insert the required message > select OK. |
| Community Administrators | Community Administrators are able to reassign buyers for any order using the same instructions above. |
Reassigned History
Once a requisition or order is reassigned, users can view the History tab for the following details:
The user who processed the reassignment.
The user who the requisition/order is currently assigned to.
The reason for the change.