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Team Purchasing

There has been considerable interest in the new team purchasing functionality in SRM 7.0.  Team purchasing allows employees to collaborate when creating shopping carts.  Team members can take ownership of a team shopping cart and add information to complete the shopping cart.  The original design had services in mind so that individuals on a project team could contribute their collective expertise to define the service requirements.    However, customers have recognized that team purchasing could also be used for employees to take over shopping carts when team members are away from the office or have left the company.

Users define their teams in their personal profile.  In the personal profile, employees select individuals and assign them to the team.  Once the profile is saved, these named users are on the team and can take ownership of the employee’s team shopping carts.  Also in the team purchasing set up, the employee can see a list of individuals who have assigned the employee to their team.  The employee can take ownership of team carts created by these users.    Employees and/or administrator roles can define the teams. 

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Once the team is set up, users create shopping carts and assign the cart to team purchasing.  There is a checkbox to “make accessible to my purchasing substitutes”.  When the cart is saved, users on the team will then be able to access that shopping cart in their work lists.  Users can even create a query to bring up a list of team shopping carts.   Once the team member selects the team cart and takes over the shopping cart, she can make changes to the shopping cart, and then save or order. 

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You can probably follow already how customers are using this functionality to substitute for users who are out of the office.  If a user creates a shopping cart and then is out of the office for an extended period (eg: travel, vacation or sick), then another team member can take ownership of the shopping cart and complete the task.

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  1. Mustameer Ahmed Khan
    The team purchasing concept deals with functions for more than one user working on an order.The organizational setup of SRM customers varies widely from very centralized to semi-centralized to decentralized organizations. The need to buy in teams may arise in each of these different organizational types and might even stretch across organizational boundaries, for example, divisions or individual groups on a global level. Also, shift work might require the implementation of a team approach in the procurement area, if a problem occurs in one shift, the users might be able to create a shopping cart to order the materials and services needed to fix the issue but possibly need to pass the completion of the task on to the next shift. Since shift work often occurs in areas where time is of the essence, for example in manufacturing, it is a valid business requirement that the processing of the shopping cart and the associated follow on functions can be continued by users of the next shift.This creates the need to flexibly assign employees to a ‘team’ and to enable them, across locations and organizational boundaries to utilize the Team Purchasing Concept in SRM.

    Difference with Buy on Behalf :
    The difference is that in the buy on behalf scenario user B is authorized to create a shopping cart for user A, whereas in the team purchasing concept user B takes over an already existing shopping cart for user A and continues processing this shopping cart.

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