Enterprise Buyer 2.0 Desktop Edition Help

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Approval Delegation

To prevent workflow back-up, a designated approver may delegate their authority while they are busy or out the office.


Setting-up Delegation 

To delegate your approval authority to another user:

  1. Select Profile in the General menu on the Enterprise Buyer 2.0 Desktop Edition Home page.

    The browser displays your User Profile.

  2. Click the Delegation tab.
  3. Click to select the name of your delegate from a list.
  4. Select the start and end date of the delegation period, from the drop-down menus.
  5. Click [Save] (or [Reset] to cancel the operation.)

For the period of delegation, all Shopping Carts routed for your approval, go to your delegate instead. Your Approval Limit is also assigned to the delegate (if theirs is lower) for this period.


Disabling Delegation 

To temporarily turn-off delegation for a short period:

  1. Select Profile in the General menu on the Enterprise Buyer 2.0 Desktop Edition Home page.

    The browser displays your User Profile.

  2. Click the Delegation tab.
  3. Click in the Disable Delegation checkbox.
  4. Click [Save] (or [Reset] to cancel the operation.)

Important Note Remember to turn-on Delegation again before leaving the office.

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