38 lines
1.9 KiB
Markdown
38 lines
1.9 KiB
Markdown
Assign To feature in ERPNext allows you to allocate particular document to specific user, whom needs to further work on that document.
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For example, if Sales Order needs to be approved/submitted by Sales Manager, first draft user can allocate that Sales Order to Sales Manager. On allocating document to Sales Manager, it will be added to that user's ToDo list. Same way, allocation can also be done to Material User and Account user who needs to create Delivery Note and Sales Invoice respectively against this Sales Note.
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<div class=well>Permissions restriction cannot be done based on Assigned To.</div>
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Following are the steps to assign document to another user.
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#### Step 1: Click on the Assign To Button
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Assign to option is located at the footer of document. Clicking on Assignment Icon on the tool bar will fast-forward you to footer of same document.
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<img class="screenshot" alt="Assign" src="{{docs_base_url}}/assets/img/collaboration-tools/assign-1.png">
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#### Step 2: Assign to User
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In the Assign To section, you will find option to select User to whom this document will be assigned to. You can assign one document to multiple people at a time.
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<img class="screenshot" alt="Assign" src="{{docs_base_url}}/assets/img/collaboration-tools/assign-2.png">
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With assignment, you can also leave a comment for the review of assignee.
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####ToDo List of Assignee
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This transaction will appear in the To-do list of the user in “Todo” section.
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<img class="screenshot" alt="Assign" src="{{docs_base_url}}/assets/img/collaboration-tools/assign-3.png">
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####Removing Assignment
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User will be able to remove assignment by clicking on "Assignment Completed" button in the document.
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<img class="screenshot" alt="Assign" src="{{docs_base_url}}/assets/img/collaboration-tools/assign-4.png">
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Once assignment is set as completed, the Status of its ToDo record will be set as Closed.
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{next}
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