Buyer’s Role in approval Hierarchy

Buyer’s Role in approval Hierarchy

A Buyer can modify, reassign & even return a requisition assigned to Him.

In our case we will make Ranveer as Buyer. Ideally it will never happen that a person is preparer as well as buyer. But just to avoid logging to other user again & again, we will be following this convention.

Define Ranveer as Buyer: Go to Purchasing Responsibility > Setup > Personnel > Buyers à Click on Add Buyer

Case 1: When Buyers can return requisition

Create a requisition & give details as shown below

Save & Approve this requisition

Once approved, this requisition will go to buyer. Navigate to Buyer work center > Requisition

Here we can see 3 options. Add, Return & Reassign

1.)   Return option: If a buyer thinks that the price mentioned in requisition is not correct or for any other reason, He can return the requisition back to preparer. In order to achieve that, just select the requisition & click on return.

Search for the requisition in requisition summary form

Alternatively you can navigate to Purchasing Responsibility > Autocreate à Search for the requisition & Navigate to Tools > Return Requisitions

Press OK

Now the requisition again went back to preparer & preparer will modify the prices & will again sent for approval. In order to see the requisition in preparer’s worklist Navigate to > Requisitions > Requisition Summary à Search for the requisition

Modifying Requisition : Now Requisition has been modified & sent approved. It will go to buyer & if buyer wants JHe He can modify the He can still modify the quotation. He can do that by searching for the requisition in Autocreate form Tools > Modify 

Existing line can not be modified, but we have to add a new line

Press OK & now we can see that the line number has changed for that particular requisition

Assigning Requisition to other buyer: In case the buyer feels that the requisition must be approved by some other buyer than He can reassign the requisition by navigating to Autocreate form, searching for the requisition then navigating to Tools > Reassign Buyer

Give details of other buyer

& click on Done. Now the requisition will go to the new buyer’s worklist