Setting Authorisation Details and Limits for an Approver
Each approver must have their authorisation details set via the USERS ledger, including their approval limits and holiday/absence settings.
If the user set as the user's Holiday Approver is also absent, the document is not sent to an alternative approver. The document is sent to the absent approver so cannot be approved until they return.
When more than one approver in the workflow is absent at the same time, the available approver must be set as the approver for all users in the workflow.
For example: User B is set as holiday approver for User A, and User C is set as holiday approver for User B. Both User A and User B are on holiday at the same time. The document for approval is sent to User B and never sent to User C.
- SelectMasters > Ledgersfrom the menu bar. TheLedger Maintenancedialog is displayed.
- Select theUSERSledger then click theAccountsbutton. TheAccount Maintenancedialog is displayed. Click the Add button to add the user if they don't already exist on the list.
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Select the User Fields tab and amend the information as follows:
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Click theApplybutton to confirm your entries then click theClosebutton.
For information on dealing with an approver's holiday or absence, see Repolling Documents in IRIS Purchasing.