A change of approvers can be seen in two ways.
- Change approver on a single employee
If a single employee changes position or location in the organisation - Change approver on multiple employees:
If several users are affected by an organizational change where approvers must be updated on several users at the same time.
| Note. If automatic integration is used to update user master data, manual updates of approver references are not recommended. Such changes must come through the integration from the system that supplies data to Acubiz. |
The change takes place under ADMIN-> Users
Change approver on a single employee
If a single employee should have changed approver, you find the employee in the list of employees and opens the employee master data.
Under the heading Relationships the present approver is represented.
- Press edit
- Pres the Select-knappen by the side of the current approver
- Choose the new approver from the list
- Press Save
Now the approver on the employee has changed.
If, on the other hand, many users need to be changed at the same time, the following method can be used
|
NOTE: Change of approver only has effect going forward. This means that transactions will continue to be with the old approver after a change of approver on the user. Therefore, check whether there are transactions that need to be moved to another approver in case of organizational changes. If a user's current transactions are to be approved by the new approver, it is important to update the current transactions with data after the organizational change: |
Change approver on multiple employees:
To change approver on multiple employees do the following:
Go to ADMIN --> Users --> Work with approvers
In this view you can select the approver to be replaced, and all employees related get the new approver.
Press OK to replace the approver on all employees by one click.
Comments
0 comments
Please sign in to leave a comment.