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FAQ KB0395190
How do we reassign a requisition (or any Approvable) to a new user ?
Symptom
How do we reassign a requisition (or any Approvable) to a new user ?
Resolution
The groups that have the permission to reassign the documents is shown in the Additional Information section.
- Click Manage > Approvable Rule Assignments
- Select the desired approvable type (Ex: Requisitions or Invoice, etc)
- Select the Preparer / Requester / Approver that you would want to assign the approvable to
- Note: You cannot reassign the approver if the approval node is a group (Customer Administrator, Purchasing Manager, etc.). This will only work for individual approvers.
- Click Documents > Reassign (you can select one or multiple documents)
- Enter any comments in the Comments box and click Save button
Additional Information
The chart showing the groups that have the permission to reassign the document is shown below.
| New Groups | Group Description | Applicable for |
| Reassign Contract Requests | Members of this group can reassign user roles for contract requests and their associated contracts from one user to another. | Contract Request |
| Reassign Requisitions | Members of this group can reassign user roles for requisitions (including collaborative requisitions) and their associated purchase orders from one user to another. | Requisition |
| Reassign Receipts | Members of this group can reassign user roles associated with receipts from one user to another. | Receipts |
| Reassign Invoices | Members of this group can reassign user roles for invoices and their associated documents from one user to another. | Invoice, Invoice Reconciliation & Credit Memo |
| Reassign Advance Payments | Members of this group can reassign user roles associated with advance payment documents to other users. | Advance Payments |
| Reassign Service Sheets | Members of this group can reassign user roles associated with service sheets to other users. | Service Sheets |
| Reassign Purchasing Card Changes | Members of this group can reassign user roles associated with purchasing card charge reconciliation (PCCR) documents from one user to another. | PCard Charge Reconciliation |
Key Points to Note
- If you are reassigning the approver on the receipt, and the requester/preparer of that receipt is inactive, the new approver will not be able to search for the receipt, and the receipt will not process to their To Do Folder.
- You must also change the requester/preparer to the new approver in order for them to search for and process it.
- If that is not in the scope of the business' capability, please reactivate the preparer/requester to proceed.
- Inactive users (Such as users who left the company) will still be available for selection. This is for if reports need to be generated for a user that left the company, then inactive users must be available in the list.
- This cannot be changed at this time and will require an Enhancement Request (https://support.ariba.com/item/view/KB0397628)
Applies To
Core Procurement > Core Administration > Approval Flows