Automatic workload reassignment of purchase order

[Former Member]

Dear experts ,

My customer need an option for Automatic workload reassignment of purchase group .

We have the rule to determine the purchase group against product group and the price in SC.

Now, we need the possibility to change purchase group in case he was out of office. We want to set the purchaser in status O.o.O and that the SC will go automatically to the replacer purchaser group (We need something such as workflow Substitution function) .

We know that we can use the workload reassignment transaction but this is manually operation.

Is anyone can help us??

Best regards

Gil shinar

[former_member183819]

Hi Gil shinar

You have two options for changing the assignment of Requirements, Purchase Orders,

Bid Invitations and Contracts to a different purchase group:

1. Automatic Assignment: You can automatically assign these documents

to another purchase group by activating and defining rules in BADI BBP_PGRP_ASSIGN_BADI.

2. Manual Assignment: You can reassign these documents manually by accessing the Reassign Workload transaction.

Workload Redistribution

You use this function to manually assign, or have the system automatically assign, the following documents to the purchasing group responsible for processing them:

RFx

Requirements

Contracts

Purchase orders

Workload is redistributed by users who are assigned the role of Purchaser. Documents are redistributed in background processing.

Integration

Documents may have to be manually assigned for the following reasons:

The person responsible for the given purchasing group is temporarily absent.

The structure of the purchasing group in your organization has changed.

The documents fail the automatic assignment rules.

The rules for the automatic assignment of documents to purchasing groups are not maintained.

If you do not maintain the assignment rule, documents are assigned to a default purchasing group that has to be processed manually.

Note

You can set up assignment rules and rerun the workload distribution to have the system automatically distribute the affected documents.

For more information, see the Customizing for Supplier Relationship Management under SRM Server Business Add-Ins Changes to Purchasing Group and Purchasing Organization Assignments

End of the note.

Prerequisites

You have maintained standard purchasing groups in the organizational plan.

If you want to have the system automatically reassign documents that were assigned to the standard purchasing group as defined in the organizational plan, you must have maintained u2014 or remaintained, as necessary u2014 the assignment in the Business Add-In BBP_PGRP_ASSIGN_BADI.

For more information , see the Customizing for Supplier Relationship Management under SRM Server Business Add-Ins Changes to Purchasing Group and Purchasing Organization Assignments .

Features

Search for Documents

You can use the search to search for purchase requisitions, contracts, RFx, and purchase orders.

Note

Using the Reporting Workload hyperlink in the search, you can access worklist evaluations. For more information, see below.

End of the note.

List of Results

You can:

Sort the results list.

Use the hyperlinks in the column headers to sort the documents in ascending or descending order. Click the hyperlinks in the Item column to view the detailed display for the document.

Select documents from the results list for assignment.

Have the system automatically assign the selected documents to purchasing groups, based on the assignment rules defined in the BAdI BBP_PGRP_ASSIGN_BADI.

You see an overview of the reassigned documents that shows the source and target purchasing groups. The system redistributes the documents among the new purchasing groups in the background, and displays any relevant messages. A success message is displayed when processing is complete.

Manually assign the selected documents to a purchasing group.

Use the input help to select a purchasing group and click OK.

The system displays a list of the selected documents. Here you have the option of deselecting individual documents u2014 these documents are not reassigned. This means you can simulate workload redistribution before the system changes the purchasing groups.

When you have completed the selection, choose Go. The system reassigns the documents to the new purchasing groups in the background, and displays a success message when processing is complete.

More Information

Workload Distribution

regards

Muthu