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As we all know, the Workflow Task Transfer function in Business Portal 5.1 only moves HR-type docs. Is there a function that lets someone easily move Purchase Requests from User A to User B? Our scenario: User A is an approver in the workflow, then User A abruptly leaves the scene but still has items in his queue. The Workflow Task Transfer option will move his employee's timesheets and vacation requests to User B. But what about the Purchase Requests? What we ended up doing: we moved User A underneath User B in the BP approval hierarchy. This allowed User B (User A's replacement) to view User A's stranded Purchase Requests and approve them. I am hoping there's some other utility to do this, though? Something that would just "move" the items directly into User B's queue like the Workflow Task Transfer does for timesheets and vacation requests? Thoughts? Advice?
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Alas, I must agree with this statement: "There is no current solution to quickly just transfer requisitions among users that I know of, except for the ones provided in the previous article."
Apologies for the encountered delay,
I have struggled with this requirement previously as there was a need for such quick solution with one of my clients. Since I don't usually prefer the hard coded solutions on the database level especially when it is questioned by clients, I have been able to provide several work around solutions, they are provided on the article above.
So my personal experience would simply say, no.
There is not current solution to quickly just transfer requisitions among users that I know of, except for the ones provided in the previous article.
Was still looking for answer to this: So are you saying there really isn't any BP utility to move Purchase Requests from one user's queue to another? Meaning, there is no process like the workflow task transfer but for Purchase Requests?
Mahmoud - thank you. So are you saying there really isn't any BP utility to move Purchas Requests from one user's queue to another? Meaning, there is no process like the workflow task transfer but for Purchase Requests?
You may be interested to check the following article on managing delegations in Business Portal; Requisition Management – How to Manage Delegations
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