What can I do as an application manager to help users with service orders?
If an employee does not see the button to register a service or cannot make the desired selection, you can check the following points. Additionally, at the end of this article, you will find instructions on how to enable or disable the functionality per role.
Rights
Ensure that the purchaser has access to the Procurement / Requests menu item within the rights based on their role.
Role/Function Profile
Check the role of the employee to make sure at least the following settings are correctly configured, taking into account the organizational unit the employee has chosen:
If the purchaser does not see the button to register a service order on the Requests page
- Create orders: Yes - If this setting is No, the user is not allowed to place orders.
- Create manual orders: Yes - If this setting is No, the user cannot create manual order requests and cannot register a service order.
Supplier
Check if the supplier is linked to the correct supplier group and if the settings for the supplier are correct.
If the purchaser sees the button to register a service order but not the desired supplier
- Supplier groups: Check within the role which supplier groups the purchaser is linked to. If the employee sees the button to register a service order but not the desired supplier, you can check for which suppliers the employee may compose an order based on these groups.
- Supplier: Navigate to the Application Management / Procurement / Suppliers menu item. Search for the relevant supplier, click the three dots next to the supplier, and then click 'Link supplier group'. In this overview, you can see which groups the supplier is linked to. Compare this with the supplier groups in the user's role and link the supplier to new supplier groups as needed. Finally, click 'Save'.
- Supplier settings: Edit the supplier from the Application Management / Procurement / Suppliers menu item. Check if the following settings are set to Yes:
- Manual order allowed - If this setting cannot be selected, it is likely an OCI supplier.
- Send order directly
- Email address - An email address must be entered; otherwise, the order cannot be sent to the supplier.
Enable or disable the Service Order function
Would you like the flexibility to enable or disable the service order function for each individual employee? This can be easily managed via the navigation menu: go to Application Management / Organisation / Function Profiles. From there, you can check or uncheck the service order function as desired.