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Hi,

Ben is a team member responsible for the Accounts Payable business area. Nadia and Sandra work under Ben’s supervision, and Ben reports to Alex.

Alex needs to set up the Invoice Posting Authorization rule to follow the same reporting hierarchy. 

GROUP A - If Nadia or Sandra creates an Invoice: Acknowledger: Nadia or Sandra, Authorizer: Ben

GROUP B - If Ben creates an Invoice: Acknowledger: Ben, Authorizer: Alex

 

These are the ‘Invoice Posting Authorizers’ roles in the application.

User

Role

Super Access

Authorization Combination Rule

Alex

Authorizer

Yes

Max

Ben

Authorizer

No

Max

Nadia

Acknowledger

No

Max

Sandra

Acknowledger

No

Max

 

Does anyone experience a situation like what Groups A and B are going through?

I could not find a way to define Ben as performing both the Acknowledger and Authorizer roles according to the conditions of Groups A and B.

Hi @CA9 

 

As per my understanding, IFS currently don't allow a single user to dynamically switch between the Acknowledger and Authorizer roles based on who creates the invoice. Since Ben is only assigned the Authorizer role in the system, he cannot act as Acknowledger for invoices he creates himself (Group B scenario).

 

Best Regards,

Tharindu

Hi,

It is not possible to set up a posting rule based on the user who created the invoice. The workaround is to set up an authorizer assigning rule based on invoice recipient. Then connect a routing rule based on the required authorizers.
 



Moreover, when setting up authorization routing rules ; for individuals it is possible to change authorizer rule based on the business requirement (eg. if user Alain is set up as a authorizer in invoice posting authorizers screen, still possible to assign ‘acknowledger’ role in the authorization routing rule level.)
 


 

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