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Assign supply request

To streamline your order processing workflow, you can assign one or more supply requests to your other team members.

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Tip: A supply request can have only one assignee. The assignee's name is displayed in the Assigned To column.

Assign supply request

You can assign supply requests to yourself or other active users of your organization from the Supply request list page or in the supply request.

Tip: You cannot assign a supply request to an inactive user. If a member of your organization leaves, you must reassign their supply requests to someone else. 

Supply request list page

To assign a supply request: 

  1. From the supply requests list page, select the check box next to one or more supply requests. 
  2. At the top of page, click Assign.
  3. Select user from the drop-down list.
  4. Click Assign.

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Supply request

If you are working on a supply request and need to assign it to someone else: 

  1. At the top of the page, select a user from the Assigned to list. 
  2. Click Save.
  3. To exit the page, click Close

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Unassign supply request

To unassign a supply request: 

  1. From the supply requests list page, select the check box next to one or more supply requests.
  2. At the top of page, click Assign.
  3. Select Unassigned from the drop-down list.
  4. Click Assign.

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Filter supply requests by user

To view a list of supply requests that are assigned to you:

  1. From the supply requests list page, click Show only
  2. Select your name from the Assigned to list. 
  3. Click Apply.

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