Managing Workbench Operations

At the bottom of the Purchasing Workbench, the row of buttons allows you to perform various actions:​

Aggregate– adds the selected held line items to a new aggregated requisition.​

Add to Existing– adds the selected items to an existing aggregated requisition.​

Assign– allows you to assign the selected line items to a specific user.​

Cancel– cancels the purchase of selected held line items. The original requisition is moved to canceled status.

Unassigned line items in the workbench can be assigned directly to specific purchasing agents.​

​To assign held line items:

1. Choose one or more line items from the Items Held for Consolidation table.​
2. Select Assign to allocate items to specific purchasing agents.
3. ​In the pop-up, pick the purchasing agent for assignment or select no preference to remove any current assignment.

To create a new aggregated requisition:

1. From the Workbench, select the held line items you want to aggregate.
2. ​Choose Aggregate to move selected items to a new or existing aggregated requisition.​
3. Modify the requisition and line item details as needed before submitting.

To add items to an existing aggregated requisition:

1. Select the held line items that you want to add to an existing requisition.
2. ​Choose Add to Existing and select the desired aggregated requisition in the pop-up dialog.

The aggregated requisition shows each line item's original requisition ID and line number from the initial purchase request.

In the original requisition, once the held line items have been aggregated, selecting the status of the line items will display the aggregated requisition ID and the purchasing agent assigned.

Aggregated requisitions can be modified just like other requisitions.​

​Deleting line items or the entire aggregated requisition returns the line items to the Purchasing Workbench.​

​Within an aggregated requisition, line items can be replaced with alternatives using the substitute button.

From an aggregated requisition, purchasing agents can initiate a sourcing request to seek out better deals from suppliers by choosing line items, then selecting the Create Sourcing Request button.​

Once the sourcing project is complete, the winning bid’s pricing terms are merged into the aggregated requisition.​