Use cases:

  • You were responsible for departments purchases. Then, you were promoted, and your responsibility changed. You might want to pass your old documents to another person.
  • You have a portfolio of clients, and you manage purchases against clients into Precoro. You need to delegate the responsibility for the client to another manager.

In Precoro, you can easily change the responsible person for the document:

  • Open the document;
  • Click Edit;
  • Change the purchaser.

Limitations:

  • Only Configuration roles can edit the purchaser/issuer/requester;
  • You can pass the document to users who have a Purchase Order role and access to the Location, Department/Project selected in this Purchase Order;
  • You can't change the purchaser on the 'Matching' status;