Friday Feature - Assigning Buyers
I am not a shopper. I don't like shopping for a deal, window shopping, online shopping, nothing. So, I love the idea of assigning someone else to do all of the buying. Most school districts have a buyer. In fact, most school districts have several buyers, and that is why Escape Online has several methods for automatically assigning buyers.
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Basically, the most common methods are tied to the vendor, products (goods/services) and accounts in the requisition. By Vendor. If you enter a buyer into the vendor record, when a user selects that vendor in a requisition, the buyer field will automatically be filled in. This is setup in the Vendor record. By Goods and Services. A buyer is assigned to the requisition based on the goods and services defined in the requisition. This is setup through the Workflow Definition and Workflow Role User records. By Account Components. A buyer is assigned to the requisition based on the accounts used to pay for the requisition. This is setup through the Workflow Definition, where an individual has the BUYER ACCT role code in their Workflow Role User record.
We also have an option for putting the requisition on hold to give you more time to decide who the buyer should be.
And, we also give you the ability to override all of this automation by manually assigning a buyer in the requisition.
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