How to reassign an approval notification to an approver from a PO buyer responsibility
By Jag - August 24, 2012
A PO or Requisition approval notification may be waiting for approval from a particular employee for many days as the employee is on leave and the employee has forgotten to setup his/her Vacation Rule. The administrator in this case would need to log into Workflow Administrator responsibility and reassign the notification to another employee so that the PO is approved. Reassigning can also be done from a PO responsibility that has Workflow Guest Monitor Application (This has been discussed in a previous article).
In addition to the previous processes, the PO approval notification can be reassigned to a different approver from a form named, Forward Documents, in a PO responsibility by a buyer himself.
Navigate to a PO Responsibility. Go to Management > Forward Documents (This is the seeded sub menu. This could be different if the function is added separately). You can also click on Ctrl+L and search for the form function Forward Documents.
Note: If the Form function does not exist on the menu you can add it. The function name is, PO_POXDOFDO.
Now open the form from the PO responsibility
Now enter the PO/Requisition number only.
Click on OK
The PO is displayed on screen. If we trace the workflow from workflow monitor we shall find the PO is waiting for approval from Al Muhairi, Hareb.
Now we shall redirect the approval notification to different employee namd, Suresh. Select the employee on the Forward Documents form.
We have entered a note as well so that the new approver gets some information relating to the notification.
Now check the checkbox for selecting this PO and save the form.
You will get the following message
Now run the program Workflow Background Process from System Administrator responsibility and check the workflow in workflow monitor.
Now the PO has been transferred to the new approver without involving the administrators or the Superuser.
If you check the approver notification,
The note that we had entered on the Forward Documents form is part of the Approval message.
Now the buyers do not need to contact DBA or the PO SuperUser whenever a PO approval notification has to be reassigned to a different employee because the original approver forgot the set his/her vacation rule.
In addition to the previous processes, the PO approval notification can be reassigned to a different approver from a form named, Forward Documents, in a PO responsibility by a buyer himself.
Navigate to a PO Responsibility. Go to Management > Forward Documents (This is the seeded sub menu. This could be different if the function is added separately). You can also click on Ctrl+L and search for the form function Forward Documents.
Note: If the Form function does not exist on the menu you can add it. The function name is, PO_POXDOFDO.
Now check the checkbox for selecting this PO and save the form.
If you check the approver notification,
Now the buyers do not need to contact DBA or the PO SuperUser whenever a PO approval notification has to be reassigned to a different employee because the original approver forgot the set his/her vacation rule.
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