Assign supply request
To streamline your order processing workflow, you can assign one or more supply requests to team members.
Tip: A supply request can have only one assignee. The assignee's name is displayed in the Assigned To column.
Assign supply requests
You can assign supply requests to yourself or other active users from the Supply requests page or from within the supply request itself.
Tip: You cannot assign supply requests to inactive users. If a member of your organization leaves, you must reassign their supply requests to an active user.
Supply requests list page
To access the Supply requests list page, go to:
- Supply requests to confirm or Supply requests with problems Action Groups on the Dashboard
- Supply requests > All supply requests
To assign a supply request:
- From the Supply requests list page, select the check box next to one or more supply requests.
- At the top of page, click Assign.
- Select a user from the list.
- Click Assign.
Supply requests
If you are working on a supply request and need to assign it to someone else:
- At the top of the page, select a user from the Assigned to list.
- Click Save.
- To exit the page, click Close.
Unassign supply request
To unassign a supply request:
- From the Supply requests list page, select the check box next to one or more supply requests.
- At the top of page, click Assign.
- Select Unassigned from the list.
- Click Assign.
Filter supply requests by user
To view a list of supply requests assigned to you:
- From the Supply requests list page, click Show only.
- Select your name from the Assigned to list.
- Click Apply.
