The “Assign To” feature in BizCentric enables the assignment of a document to a designated user responsible for further action on that document.

For instance, if a Sales Order requires approval or submission by the Sales Manager, the initial user drafting the order can assign it to the Sales Manager.

Once assigned to the Sales Manager, the document will be included in their ToDo list.

Likewise, for a Delivery Note and a Sales Invoice associated with this Sales Order, assignments can be made to a Material User and an Account User, respectively.

Note: Assignment can be done irrespective of Permission Restrictions.

New Assignment

ToDo List of Assignee

Every assignment made to a particular User will be reflected in their ToDo section.

Removing Assignment

Users can remove assignments by selecting the “Closed” button within the document.

Once the assignment is marked as completed, the corresponding ToDo will automatically be updated to ‘Closed’ status.