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Status New Idea
Workspace Pressero
Created by Cynthia Emblem
Created on Jul 11, 2020

Budgets - Be able to assign a Budget to the User profile as the default for that user

Hello,

It would be very helpful if the Budget workflow could be expanded to have the following.

Be able to assign a default budget to a specific user's profile. Similiar to the PO assignment that is currently available in the user profile.

With choices for the Default Budget to be: Do Not Ask, Optional or Required (similar to Purchase Order Requirement Field)

With the Do Not Ask option to Allow the user to check out without having to select a budget BUT would automatically take it from their budget that was setup and assigned to them.

With Optional and Required would show the budgets available in the shopping cart at checkout.

We currently have budgets assigned to users, but then the user still has to select their budget from the drop down list. Users are finding it tedious/annoying to have to do so when they only have 1 budget choice. By adding it to the user profile it would make for a better shopping experience. But still allow some users to be able to have multiple budgets available for them to chose from. (in our case site admins, and power users)

Thank you for your consideration.

Best,

Cynthia

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