Substitutes in IFS

Hi @EnzoFerrari 

To authorize the invoice postings and POs, you can add another authorizer as the Superior for the authorizer who is not available.

Or else, you can use the “Substitutes” RMB option to define a substitute authorizer for an employee/authorizer who is not available for a specific period

In here, you can add the authorizer/employee for a specific time period on behalf of the authorizer/employee who is not available

Bu using one of the above options, you can assign an employee to authorize POs and invoice postings on behalf of the authorizer/employee who is not available.

Hope this information will help you.

Best regards

Heshani

Thanks @Heshani Vidanapathirana and @Lasanthi Jinadasa. So here’s what I understood. 

When the Superior is not available for a specific period, a substitute can be set as an Invoice Posting Authorizor. 

       1.Can the same be done for the Purchase Authorizer role?

2. If we set a substitute for a period, does it work for all authorizations without us having to do one by one (e.g. Invoice Authorizer and Purchase Authorizer separately) ? In other words, below setting is enough? 

Hi @EnzoFerrari ,

Role delegation under HR access set up will be used for HR authorizations like travel expense, time & attendance ect. In the absence of supervisor,  substitutes when appointed will receive all necessary access rights to perform supervisor's tasks. For example, the substitute will be able to see all HR related data of the employees in the assigned organizations, can do tasks for example absence approval/authorizations ect as the supervisor. 

Hope this clarifies your concerns. 

Best Regards,

Lasanthi

Thanks both @Heshani Vidanapathirana and @Lasanthi Jinadasa , you both were helpful. I selected heshani’s answer as the best answer since it was more relevant. But through Lasanthi’s answer, I learnt something new too. So one of these days I will ask another HR question to select your answer Lasanthi :) 

have a great day!

Thanks @EnzoFerrari  for your feedback. Happy to here that your issue solved. Have a great day. :)

Best Regards,

Lasanthi

@Heshani Vidanapathirana @EnzoFerrari  I’m using IFSAPP login. Yet it’s not showing. Also IFSAPP is in Finance Groups. Therefore cannot even figure out what LU or window name it is to even check if it’s a permission issue. Following is all what I see in Invoice Workflow Basic Data as IFSAPP.

Should I report a case to IFS?

@Heshani Vidanapathirana It seems Posting Authorizer LU does not even exist in our environments.  I have reported a case to IFS Support. Thanks very much for your assistance.