Wiki source code of 22.2 Buy-for Users
Last modified by Admin User on 2023/06/30 10:27
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1.1 | 1 | The Buy-for Users sub window enables you to select other PECOS P2P users for the selected user to buy on behalf of. The user will be able to select these Buy-for users in the **Requisition delivery and invoicing** screen of their shopping basket. |
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| 3 | The affect of such a selection is to change the profile of **the whole requisition** being created to that of the user being bought for (i.e. the Buy-for user): | ||
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| 5 | * The //**Delivery Name and Address**// is changed to that of the buy-for user. | ||
| 6 | * The //**Billing Address**// is changed to that of the buy-for user. | ||
| 7 | * The buy-for users //**Procurement Cards**// are made available for use. | ||
| 8 | * The buy-for user’s //**Default Accounting**// overrides that of the requisitioner. | ||
| 9 | * The requisition will resolve all //**Approval**// roles based on the buy-for user’s Approval Rule Group and not the Requisitioner’s. Note that the Approval plans must be appropriately configured. | ||
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| 11 | Note that the primary advantage of allowing a user buy-for rights is to define the appropriate approval routing of the requisition. Subject to the configuration of your approval plans, it will follow the approval route of the buy-for user rather than the requisitioner. Delivery, procurement card and accounting defaults can all be edited irrespective of the granting of buy-for rights. | ||
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| 13 | [[image:PECOS Admin.WebHome@fig 22.3.png||height="90%" width="90%"]] | ||
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| 15 | To assign Buy-for Users and give permission to users whom your user is to buy on behalf of: | ||
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| 17 | 1. Click the **Buy-for Users **button to open the **Buy-for Assignments **screen. | ||
| 18 | - Any previously assigned Buy-for Organisation will display in the 'Buy-for Organisation:' list box. | ||
| 19 | - Any previously assigned Buy-for Users will be displayed in the right hand window. | ||
| 20 | 1. **Specify a Buy For Organisation:** If you choose an organisation from this drop-down box, and then click update, the User will have permission to buy for all users within that organisational level. | ||
| 21 | - If you select an organisation from the drop-down box, the user will have permission to buy on behalf of all users within that organisation. This is a quick way to select multiple users based on an organisation. | ||
| 22 | - If no organisation permission is required select '-None-' (default). | ||
| 23 | 1. **Specify a User:** | ||
| 24 | - Use the user Search to find users for assignment: | ||
| 25 | - Select the 'User Name' (default) or 'User ID' radio button to define the type of search to be undertaken. | ||
| 26 | - If you want your search to be case-sensitive, check the Case-sensitive search box. | ||
| 27 | - A partial value (used as a wildcard) may be entered to refine the search. | ||
| 28 | - To see a list of all available users, leave the user text box empty. The first 100 records will be displayed. | ||
| 29 | - A list of users that match your search criteria will appear in the 'Users' window. | ||
| 30 | - To assign a user, simply click on the user name and it will be moved to the 'Buy-for Users' window. | ||
| 31 | - To optionally assign ALL available users, click on the >> (move all) arrows. | ||
| 32 | - To un-assign a user simply click the user name in the 'Buy-for Users' window. The user will be moved back to the 'Users' window. | ||
| 33 | - To optionally remove ALL assigned users click on the << (move all) arrows. | ||
| 34 | 1. When you have finished click the Update button. Navigating out of the Buy-for user screen before clicking the update button will reset the screen and changes will not be saved. |