The College/Corporate Service Finance Leads have identified who has each role. As users are granted the roles they are notified by email. The Finance Leads have also identified who are the owners of each account code for authorisation. 

The Requisitioner Role

The requisitioner enters the marketplace (via Proactis), selects items to purchase, enters them into a shopping basket and upon checkout is taken back into Proactis to review the items and add the correct account code to be charged and check/amend the delivery address for the goods.  The requisitioner then submits the requisitions and they are sent  for authorisation to the owner of the account code used.

The Authoriser

The authoriser (account or budget owner) reviews the items and decides if the requisitioner can have them and if the VAT codes are correct. The items that are approved then go to the buyer to be consolidated into draft orders. 

The Buyer Role

The buyer consolidates (groups) the items into orders, for example all items requisitioned from Office Depot being delivered to the same address will be consolidated onto one draft order. The Buyer must only consolidate itemswith the SAME VAT code. The Buyer MUST then submit the draft order.

Once the order is submitted there is no need for any further authorisation, the order goes straight to the supplier via the marketplace and goods are delivered as requested. Upon delivery goods are receipted and invoiced in Proactis in the usual manner. 

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