Assign Another Person to Perform Approvals in Your Absence

You can temporarily assign another person, called a delegate, to perform approvals in your absence.

The delegate can approve various types of records in Vision on your behalf and can be any employee in the organization.

The types of records that a delegate can approve are: Billing invoices, Accounts Payable invoices, Purchasing records (purchase requisitions, purchase orders, and request for price quotes), Inventory item requests, and employee absence requests.

The delegate receives approval alerts and can approve and reject records for you. You (the delegator) continue to receive alerts (along with the delegate) so that you are aware of any approvals processed in your absence. At a future time, you can reverse this and resume the task of performing the approvals yourself.

To assign another person to perform approvals in your absence, complete the following steps:

1. On the Vision main toolbar, click Options.
2. On the General tab of the User Options dialog box, select the Delegate Approvals to check box.
3. In the field to the right of the check box, select the employee who will perform approvals in your absence. Note: You can select any employee in the organization to be the delegate.
4. Click OK to save your entries.
5. When you want to resume performing approvals, clear the Delegate Approvals to check box on the User Options dialog box. The delegate stops receiving approval alerts and no longer receives approval assignments on your behalf.

Alternative procedure for Billing invoice approvals: An alternative to using the delegate system for Billing invoice approvals is to create a different invoice approval process in Configuration > Billing > Invoice Approval Process, to use for projects when employees are unable to perform their invoice approval tasks. You can change the invoice approval process in Billing Terms for a project at any time. You can use the Search and Replace utility to update the invoice approval process for a group of projects.