forward documents from a buyer

[AIMAM]

hello,

we have purchase orders pending in a buyer's account in incomplete status. how can we move those documents to another account. please note that the buyer doesn't work in the company anymore and we donot want to use his account to forward the document to the next level.

please help..

[Arshadimrany]

Hi,

You can end date the purchasing Hierarchy and also the buyer. The corresponding forms do have the ended date options.

To add new employee into the purchasing Hierarchy Please use the below steps.

Basic steps for adding a new person to already existing hierarchy is as follows:

1. Create an employee.
2. Assign employee to suitable position (that exists in the default hierarchy)
3. Define the employee as Buyer in Core Purchasing.

- Go to Setup/Personnel/Buyers
- All the names show up- hit Ctrl + Down arrow
- Add a new record, type in the employee's last name partially and hit tab. Choose the record and save.

4. Run the fill employee hierarchy report
- Choose Reports/Run -
- Choose report 'Fill Employee Hierarchy'
- Submit the request - ensure it completes with success.

Change to Sysadmin - Security/User/Define -
You may create a new user name for this new employee
Add the newly created employee to this user name as employee(person field).

5. If this position is already existing and the approval groups and assignments are setup correctly, then the new employee should be able to approve a purchasing document which satisfies the Approval group definition.


Thanks,

Arshad