Set Approver Authorisation Details and Limits

This guidance is only for IRIS Financials Version 7.0.2223 or later. If using version 7.0.2103 or earlier, go to Setting authorisation details and limits for an approver.

For users who need to approve documents, their authorisation limits, and absence and holiday cover, need to be set on their account.

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.

1. Go to Maintenance, then select Users.
2. Find the relevant user.
3. Select Purchasing.
4. Enter the required approval limits, and Holiday Approver details.
5. SAVE the changes.