Assign document to procurement group

Purpose:

The "Assign to Procurement Group" workflow card is used to assign a document to a specified procurement group within the system. This helps streamline document management by ensuring that the appropriate team handles the document based on its assigned procurement group.

Components of the Card:

1. Procurement Group

   • Description: Specifies the procurement group to which the document will be assigned.

   • Detail: The selected procurement group will be responsible for processing and managing the document.

Functionality:

• Condition Evaluation: The card only executes its action if both the "Where" and "And Sections" evaluate as true.

• Action Execution: If both conditions are true, the document is assigned to the specified procurement group. If either condition is false, no actions are taken, and the document remains unassigned.

Setup and Configuration:

• Select Procurement Group: Choose the procurement group to assign the document to from the dropdown list.

Conclusion:

The "Assign to Procurement Group" workflow card provides a simple yet effective way to ensure that documents are automatically assigned to the correct procurement team for further processing.