Assign Manager

The "Procurement Department Head" user role allows for assigning a manager responsible for processing requests. Additionally, the Purch. Request Worksheet Liness page for this user is filtered by Request Status = "Open".

To assign a manager responsible for executing a purchase request, follow these steps:

1. Click the button to open the Search function and enter Purch. Request Worksheet Liness, then click on the corresponding link. This will open a form with a list of items or services awaiting processing. These lines are duplicates of the lines from approved purchase requests.

2. To assign a manager, select a row or multiple rows (hold the Ctrl or Shift key to select multiple rows), click the Assign Manager button from the Actions menu, and specify the Manager. After assigning the Manager, the Request Status will change to "In Progress" and the Manager Assignment Date/Time field will be populated.

Note: Changing the assigned manager for a purchase request is done in the same way as the initial assignment. In the new manager's interface, new lines with the current processing status (possibly with selected suppliers and specified prices) will appear, while they will disappear from the old manager's interface. Also, the Manager Assignment Date/Time field will be updated to the current date and time.