During the RFQ Assignments, the Internal Assignments functionality in Quoting can trigger the internal assignment in a quote using your company's system-loaded matrix to assign parts to the respective buyers. Lines will be assigned to a team member (known as an "Assignee") based on matches for Category, Sourcing Level and Supplier. There's also an option to manually make internal assignments.
Being an Assignee in the RFQ may grant you different rights, depending on your "Permissions" configuration. The Internal Assignments matrix must be loaded by admins for this function to apply.
When you click on Internal Assignments, you can choose to use the "Internal Assignment Matrix", or opt instead of complete the “Internal Assignment Manually”. Utilizing the first matrix option will open the Internal Team Assignment Based on Matrix window.
Internal Assignment Matrix
From the Internal Assignments drop down click on Internal Assignment Matrix.
Select if you want to apply assignments of your internal buyers to “All Items” or only “Selected Items”. Then specify if you want to “Notify Assignee” when a line item is assigned to them. This triggers an email notification to be sent to the "Assignee". Manually changing the Assignee on a line will not trigger an email notification. Click on Assign to finish.
Lines will get assigned to the "Assignee" based on a match to your Internal Assignment matrix for Category, Sourcing Level and Supplier. If there isn’t an exact match for all three attributes, then a close match is considered using just the Category and Supplier. If a close match is not found, then the line will not be overwritten. The original Assignee will remain. By default, the "Buyer" who originally uploaded the parts will be the Assignee.
When utilizing a supplier's name as part of the determination, then you will have to click on Assign Suppliers first. In addition, if you will be utilizing Sourcing Levels for the Internal Assignments, then that must be applied before as well.
The Internal Assignment matrix is accessible and managed by your admins. Admins can review more information in the article about Internal Assignment Management.
Internal Assignment Manually
From the Internal Assignments drop down click on Internal Assignment Manually.
This will open up the Assignee window. Within the "Choose Assignee" text field, start typing the name of the person that you want to assign. It will pre-populate as you type and show the available options of people you can select. Choose in the "Apply to" section if this should be for "All Items" or "Only Selected Items". Then specify if you want to “Notify Assignee” when a line item is assigned to them. This triggers an email notification to be sent to the "Internal Assignee". Click on Assign to finish.