Approval processes are configured via the Financials Operations Administrator tool. The steps below require FinOps Administrator access. If you do not have this access, go directly to the Without FinOps Admin access section below.
Log into the FinOps Administrator.
Click System Options, Purchasing, Invoice Register Options.
On the Approval tab, select the stage to be checked and click Edit.
The Approval Stage tab shows the appropriate information.
This may be based on a view such as UDEF_PIR_APPROVERS or data from another location in the system such as UserInfo.GetString("DepartmentHead")
Once how the approver is selected has been established, take the action required to amend it.
For further assistance - our support team will need to investigate, run scripts or liaise with the hosting or development teams. Any Issues with contacting us, please see the following Get support in Financial Operations.
Without FinOps Admin access
If you cannot access FinOps Administrator, gather the following information before contacting the support team:
The name of the user who is currently receiving the invoices or purchase requests.
The name of the user who should be receiving them instead.
The Purchase Request type or Invoice type affected (for example, Purchase Invoice Register).
One or more transaction or invoice reference numbers as examples.
Whether this affects all transactions of that type or only specific ones.