Thursday, June 2, 2011

Substitute to take care in your abscence !

SRM offers the delegation facility through substitute functionality.

You can define the substitutes for the period for the activities- Approval, Confirmation, Invoice.

Sometimes the substitution may not be planned (un-planned absence) then substitute can take over by Admin.

Until SRM 6 the requisitioner did not substitute functionality however with the functionality of team purchasing seems to address this issue.

Following steps enable the team purchasing cart
- Configuration - Team purchasing to be used - Organisation details
- Create the Cart as team cart  (user action)
- Maintain the functional substitute (user action) - validity, action, transaction

- Substitute takes over the cart and owership is transferred to new owner
-If you wish to enhance the behaviour, the filtering of the organisation or the emergency team purchasing could be achieved with bespoke code or enhancement.