​Introduction

Rather than have purchaser choose requsition items to add to a purchase order, an agency may enable an Assigner to review requisition items and then assign them to purchasers. 

The Purchasing administrator must use the Administration user maintenance screen to set up one or more users as an Assigner. The administrator would then enable PO Assigner Required in the Agency settings.

Once set up, the Assigner steps are:

1. From the Purchasing main menu, select Purchase Orders.

2. Click the Assign tab.

3. A list of requisition items will be displayed. Several pieces of information are available to help you choose which requisitions to assign to purchasers.

• Line item details include:
• The item number (Item #).
• The Description of the item.
• The quantity (Qty), unit of measure (U.M.), the Price, and the Subtotal.
• Click the Notes icon to view any notes from the requester.
• Click the Atch icon to view any attached scanned documents.
• Click the Req # to view the detailed requisition on the Requisitions screen.
• Check the Vendor Info check box to view vendor names and addresses.
• Check the Coding Info check box to view the fiscal coding, such as PCA, Encumbrance, Grant, or Project codes.

Figure 1 - Assign screen with requisition line items

4. When finished reviewing the line items, check the Sel check box next to each item you want to assign to a purchaser, or:

• Check All to automatically check all of the check boxes.
• Check None to automatically uncheck all of the check boxes.
• Check Unassigned to automatically check all unassigned line items.

5. Select the purchaser’s name from the drop-down menu.

6. Click Assign.

If a requisition item should be returned to the requester to be corrected:

1. Click the Notes icon next to the line item to add some explanatory note as to why the item is rejected.

2. Click Menu and then click Reject Line Item.

Figure 2 - Line Item Menu