Within our company's ERP, buyers occasionally have multiple names associated with them. How can we update SourceDay to connect one buyer user to POs in multiple names and ensure that they receive email notifications accordingly? For a variety of reasons, it may be necessary for a buyer to have multiple buyer names within an ERP.
Is it possible to have more than 1 ERP buyer name connected to a single SourceDay account?
For a variety of reasons - from name changes to new ERPs - our clients often need to link one buyer to multiple names. SourceDay will soon enable all members and admins to add multiple ERP Buyer Names for themselves using free-form text.
Buyers will have the freedom to add as many ERP buyer names as they want, but companies cannot have duplicate names across buyer SourceDay accounts. If they try to save a name that already exists in the database, they will receive an error message.
Buyers can view, add, or edit the ERP Buyer name values under their account settings. Click here to learn more.