Required Assignments

Some contract-related actions require the following:

• the current Valuemation user must be assigned to a person
• the assigned person must be assigned to an organizational unit

The application asks for the assignment when an action for which it is mandatory is called. Usually these assignments are taken care of by the Valuemation administrator.

To assign a person to the current user in Valuemation Web Client:

1. Switch to the 'SRM & Procurement Manager' business view
2. Call action 'Settings - Requesting & Procurement' from the side bar
3. A catalog of persons opens. Select a person to be assigned to the currently logged in user and click 'Ok'.

The selected person has been assigned to the current user. In Valuemation Rich Client, the same assignment can also be done using the 'User Manager'.

To assign an organizational unit to a person:

1. Open the person object for editing (e.g. from any of the persons catalogs found in the 'Organization' folder of the Contract Manager side bar)
2. Go to the 'Organization' tab of the person editor and use action 'Assign' from the menu called by the action menu button next to the 'Organization Unit' field.
3. Select an organizational unit from the catalog which opens and click 'Ok'.

The selected organization unit has been assigned to the edited person.