Using SAM pro - and Procurement - how can I change the Source/Procurement task to be assigned to a different group?

Betty Kelly2
Giga Guru

Would like to reassign the Procurement task created from a Software Request - this is the task that is created on the REQ - and has "Source Items" button in the top right corner to source all items on the RITM.

I would like to reassign these procurement tasks to the software team - if the requested item came from the software category. This will allow them to see the procurement tasks related to SW (and not hardware when we gt HAM going).

Since we don't want to mess with the ProductCatalogUtils script and keep as close to OOB as possible, I attempted to use a Business Rule - but so far this has not worked for me.

San Diego - using Asset Management, Procurement and SAM Pro. Will try any suggestions, and just a note I am a new developer, but learning.

Thanks!

1 ACCEPTED SOLUTION

Kieran Anson
Kilo Patron

Hi,

OOB the "Source Request" workflow creates the procurement task to the procurement fulfilment group. Deactivate this OOB one and create your own flow/workflow with an if/switch statement. This has no relation to the ProductCatalogUtils SI

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1 REPLY 1

Kieran Anson
Kilo Patron

Hi,

OOB the "Source Request" workflow creates the procurement task to the procurement fulfilment group. Deactivate this OOB one and create your own flow/workflow with an if/switch statement. This has no relation to the ProductCatalogUtils SI