In Unimarket, View and Receiving Sharing are collaborative features that leverage your Organization Unit (Org Unit) hierarchy to provide departmental visibility and shared workload management.
How the Hierarchy Works
Visibility flows downward through the parent/child relationships.
Parent Access: A user in a "Facilities" Org Unit can see all orders in child units like "Construction," "Grounds," and "Maintenance".
Child Access: A user in "Construction" can only see orders within their specific unit.
Core Sharing Features
| Feature | Description |
|---|---|
| View Sharing | Allows users to see all purchase orders and spend data within their designated Org Units. |
| Receiving Sharing | Empowers any member of the Org Unit to perform the "receiving" action on any order in that unit. |
| Edit Buyer Sharing | Allows users to reassign the "Buyer" on orders within their Org Unit. |
| Sensitive Transactions | An override that marks a requisition or PO as "Sensitive," excluding it from sharing. These are only visible to the Buyer and Administrators. |
Administrative Setup
Community Administrators enable these features at the Organization level:
Go to the Administration module > Organizations > select the Organization Name.
Navigate to the Settings tab.
Check View Sharing, Receiving Sharing, or Edit Buyer Sharing as desired.
Click Save.
Using Shared Data
Filtering & Viewing
To see orders shared with you:
Go to Marketplace > Orders > Filters.
Clear the Created Date and Buyer fields (click the "x").
In the Organization Unit field, select the unit you wish to view and click Apply Filter.
Reporting & Dashboards
Exports: You can export Order Headers or Order Lines for specific units or entire parent/child trees.
Insights: Use the Procurement Dashboard (Marketplace > Insights) to view spend graphs. Selecting a parent Org Unit will automatically include data from its children, often distinguished by different colors in the charts.
Sample of spend data for a specific Org Unit
Sample of spend data for a parent Org Unit (with child Org Units).