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.
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.
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.
Best Regards,
Mahmoud M. AlSaadi
Hi Mahmoud,
ReplyDeleteThanks 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