How to Set Up a Centralized Receiver

👤 Overview

A Centralized Receiver is a user who can receive items and services on behalf of other users.

By default, the system only allows the requester of a document to receive against it. However, some organizations use a centralized procurement or receiving department to place orders for multiple departments. In these cases, orders may be shipped to a central location and then distributed internally.

To support this workflow, you can configure one or more users as Centralized Receivers for all workflows or specific workflows.

⚙️ Prerequisites

Before setting up a Centralized Receiver, confirm the following:

• The user exists in the system

• You know which workflow(s) the user needs access to

• You have permission to update Workflows and User Security

🧭 Steps to Configure a Centralized Receiver

1. Add the user to the appropriate workflow(s)

   • Add them as a requester to document type "Purchase Order" to all workflows or only the specific workflows they need access to.

2. Assign the Centralized Receiver permission

• Go to User Security

• Select Buttons/Functions

• Search for Centralized Receiver

• Add the permission to the user

✅ Expected Result

Once configured, the user will be able to perform receiving on documents in workflows they have access to — even if they are not the requester of the document.

📝 Notes

• If the user is not added to the workflow(s), they will not be able to access documents for receiving.

• The Centralized Receiver permission controls the ability to receive on behalf of others, but workflow access still applies.