Self Service Procurement

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Topic

    Joshua Martinez-Perez
    How to raise a requisition under the requestors company but...Answered
    Topic posted October 25, 2019 by Joshua Martinez-PerezSilver Medal: 2,000+ Points, tagged Create Requisition, How-To, Requisition Processing 
    61 Views, 6 Comments
    Title:
    How to raise a requisition under the requestors company but against a different division and cost centre?
    Summary:
    I would like to know if there is a way for a user to raise a requisition, as the requester, but with a different division and cost center.
    Content:
    Nominating a different requester doesn't work for this solution because the approval must be for original requester.
     
    A user may have responsibilities under a different cost center and division. 
    For example:
    A finance user is a pension Trustee but pension costs go under HR cost center
    Approval should be against the finance user(requester) but HR should also be aware of the requisition going against their cost center
     
    Currently a second 'user' is created under the other division and cost center (HR in this case) specifically for creating requisitions such as these.
     
    However, this solution will no longer work as we are moving to an SSO, which prevents user's logging in should there be more than one instance of their email address in the system.
     
    What possible solutions do we have here?
    Version:
    19C (11.13.19.07.0)

    Best Comment

    Ifeanyi Katchy

    Hi,

    One option is

    1) Setup approval rules based on cost center manager

    2) Have the user manually update the charge account and pick the right cost center

    3) When the requisition is submitted, it will get routed to the cost center manager

     

     

    Comment

     

    • Suman Guha

      Moved from Purchasing forum.

    • Autumn Goodin

      Hi Joshua,

      Two thoughts...

      1. you can give the requisitioner the role of procurement preparer and they can then create requisitions on behalf of users in the correct division/department

      2. you can create DFFs with these values and if the requisitioner selects the cost center from the DFF then you can create approval rules and transaction account definition account rules based on if those DFFs have been filled in it will override the cost center values coming from the employee record

      • Joshua Martinez-Perez

        Hi Autumn,

        Thanks for the suggestions. 

        I think 2 sounds like a solution that may work for us. Is there some documentation on how to setup these DFFs?

        Thanks,

    • Ifeanyi Katchy

      Hi,

      One option is

      1) Setup approval rules based on cost center manager

      2) Have the user manually update the charge account and pick the right cost center

      3) When the requisition is submitted, it will get routed to the cost center manager

       

       

      • Joshua Martinez-Perez

        Hi Ifeanyi,

        Thanks for the suggestion. Unfortunately the business want to avoid having to edit the charge account manually. 

        I will keep this in mind if all else fails though!

        Thanks,

         

         

        • Ifeanyi Katchy

          User has to manually pick another cost center. They can either do this directly in the charge account or you create a DFF, with charge account overlay rules which are tied to the value of the DFF. User then manually enters a value in the DFF (or picks from a drop down list) and when the requisition is saved or submitted, the charge account will get updated

          Another option to explore is using different requisitioning BUs and tying approval rules to the requisitioning BU