Orders and Requisitions can be reassigned within Unimarket, for another user to complete the checkout process, receive orders, and/or close/reopen the order.
Users with the Browser role has the ability to:
- Search for items in the Marketplace
- Add items to cart and
- Reassign requisitions to a Buyer; creating a Incomplete Requisition for final checkout.
Reassigning is also useful when the Buyer is out of office or moved to a another department/organization.
To enable this feature for usage, please reach out to your Unimarket Customer Success Manager.
Reassign an Incomplete Requisition (Browsers/Buyers)
Browsers and buyers can reassign Incomplete Requisitions multiple ways:
- From the Checkout screen or
- From the Tasks menu
Checkout Screen
Select the Shopping cart icon (in the upper right corner) > click Checkout > scroll to the bottom of the screen > click Reassign > a pop-up box will appear, to choose the desired user in the Assign To field > add a message in the Note box > select OK.
After the requisition has been reassigned, the approval process is defined by the original requester and not the newly assigned buyer.
Task Menu
Click the Task icon (in the upper right corner) > select Tasks tab > click Incomplete Requisition > select the pencil icon next to the Buyer's name > a pop-up box will appear, to choose the desired user in the Buyer field > add a message in the Note box > select OK.
After the requisition has been reassigned, the approval process is defined by the original requester and not the newly assigned buyer.
Reassign an Incomplete Requisition (Community Administrators)
A Community Administrator can also reassign Incomplete Requisitions from a browser/buyer to another buyer.
To reassign an Incomplete Requisition, click the Task icon (in the upper right corner) > select Tasks tab > click Incomplete Requisition > in the Buyer field, select the dropdown to choose the desired browser/buyer > click Search > select the pencil icon next to the Buyer's name > a pop-up box will appear, to choose the desired user in the Buyer field > add a message in the Note box > select OK.
After the requisition has been reassigned, the approval process is defined by the original requester and not the newly assigned buyer.
Reassign an Order
Buyers, who the order can be reassigned to, has to be assigned the org unit listed on the order.
Buyers
To reassign their own order, go to the Marketplace module > select Orders > locate the desired order > click the order number > select Edit > a pop-up box will appear > in the Buyer field, select the dropdown to choose the desired user > in Note field, insert required message > select OK.
Community Administrators
Community Administrators are able to reassign buyers for the order and all users, utilizing the instructions above.
Reassigned History
Once the requisition/order is reassigned, users can view the History tab for the the following details:
- The user who processed the reassignment
- The user who the requisition/order is currently assigned to
- The reason for the change