Default Proxy Approvers

Proxy approvers are stand-in approvers that handle the purchase order and purchase requisition approval process for a user that is temporarily unavailable. Setting up default proxy approvers for a user defines the approvers that are suggested, by default, when a user defines a new proxy approval record for a particular time frame. Depending on that user's security rights, he may be able to select a different approver or he may only be able to use his established default approvers.

To set up default proxy approvers:

1. Open the Administration Menu page.

2. Under the APPROVAL ADMINISTRATION heading, click Default Proxy Approvers.

   All users that have any level of purchase order or purchase requisition approval are displayed in the list.

   You can narrow list to a single user by either clicking the user's name in the Employee column or by clicking the Employee Select link to locate a particular user.

3. Click into the Proxy Approver column to the right of the user you want to define a default proxy approver for.

   A field with a menu appears in the column.

   Note:

   Be careful to select the correct approval record. Many users have a approval records for both purchase orders and purchase requisitions.

4. In the field, select a proxy approver.

   The user's name appears in the Proxy Approver column and his approval limit appears in the Approval Level column.

5. To delete a defined default proxy approver, click the proxy approvers name, and backspace until the name is deleted.