Setting a fallback user for IRIS Financials Purchasing documents

Users of IRIS Financials Purchasing have the option of assigning a workflow fall back user so that in the event of an applicable approver not being found, the fall back user can authorise documents on their behalf.

The fall back user is able to authorise documents over their personal set approval limit if they are required to authorise on behalf of an absent approver.

1. Go to Maintenance, then select Accounts from the menu.
   

2. Double-select to select the ENTITY ledger from the Select a ledger dialog.
   

3. The Account Maintenance window is displayed, labelled according to the ledger selected. Select the required entity from the left-hand panel, then select the Analysis Fields tab.
   

4. Select EDIT. Available fields then become editable.

5. Select Drill (...) in Workflow Fall Back User, then double-select to select the required user from the Select USERS account dialog.
   

6. The chosen user is then displayed in Workflow Fall Back User. Select SAVE.
   

7. The Update complete message is displayed. Select OK to close the message and return to the previous window.