Enhanced interface

Manage delegate approvers

After you initially set up approval delegation and assign delegate user or user group approvers for each of your regular approvers, you might periodically need to make changes. For example, you might need to change:

The default delegate type and user or user group name
The delegate user or user group for a specific approver
The delegate for a user who was just given approve purchasing transaction permission and, by default, is assigned the default delegate

Manage delegates

Subscription	Administration, Purchasing
Regions	All regions
User type	Business user with admin privileges
Permissions	Application subscriptions: List, View, and Configure
Requirements	Enable purchasing approvals must be enabled

Go to Purchasing > Setup > Configuration.
The Configure Purchasing page appears.
In the Approvals subsection of the Enable functionality section, under Manage delegates select Manage.
The Manage delegates page appears.
Make any changes and then select Save.

Learn more about approval delegation.

Field descriptions

The following table describes each field on the Manage delegates page.

Manage delegates page field descriptions
Field	Description
Default delegate type	Choose whether to select a specific user or a user group to be the default delegate. If you choose a user group as the delegate, only the members of the group with the required approve purchase transaction permissions are able to approve.
Default delegate	Only users or user groups with approve purchase transaction permission appear in the list. The default delegate that you select is used to: Automatically be used as the default delegate for each approver in the table. If you change the default delegate, all approvers previously assigned the default delegate are updated with the new delegate. If an approver is assigned a non-default delegate, there is no change when a new default delegate is selected. Assign as the delegate for any new approver—a user who is subsequently given approve purchase transaction permission after delegates have been assigned. You can always change the delegate for an approver.
Approver	Read-only. Every user with approve purchase transaction permission appears in the table.
Delegate type	Displays the default or selected delegate type for the approver.
User or user group	A user or user group who can approve on behalf of the approver. Only users or group members with approve purchase transaction permission appear in the list. Users who are restricted to specific entities can be selected as delegate approvers. However, a restricted delegate approver cannot approve a transaction which contains any line-items assigned to restricted entities. When the approver turns on out-of-office approval delegation, Sage Intacct reroutes any new approval requests to the delegate. The delegate remains the approver of the transaction even after the approver turns off out-of-office approval delegation. If you use value-based approval policies, make sure the delegate has the same or higher purchase value permission level as the original approver. To view a delegate's value permission level, see Value approval rules.