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Monday, November 11, 2013

Requisition Management – How to Manage Delegations

When it comes to requisition approval, there is always a necessity to manage delegations among different users in the approval hierarchy. In this post, I will try to provide a comprehensive illustration on how to manage this requirement.

1- Extended Approver:

On the user properties web part, a user can be granted an “Extended Approver”, this will allow the user to be delegated to approve pending requests assigned to anyone under them in the Approval Hierarchy.

ExtendedApprover

 

2- Change Approver:

Another possible way to apply the delegation is to grant the users (C,D,E and F) the privilege to change their approver. This option enables users to submit their requests to a higher level in the Approval Hierarchy.

ChangeApprover

3- Replace Level:

Another possible way is to replace the level with another user/role in the approval hierarchy to be delegated. When replacing the user/role, a warning message will pop up stating that all current “work” documents will be assigned to the new user/role.

ReplaceLevel

 

Best Regards,
Mahmoud M. AlSaadi

1 comment:

  1. Hi Mahmoud,
    Thanks for this. We have an approval hierarchy for our requisitions. It is possible to have an approval based on an item code. There's a couple of Capital items that the boss should authorise and sometimes the users forget to select him as the approval to convert to a PO. I was wondering if I could add a authority to a couple of item codes so that the Requisition went straight to the boss for approval?
    Thanks in advance and your time is appreciated.
    Russell

    ReplyDelete