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Finance | Project Operations, Human Resources, ...
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How to Switch User's manager in GP

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Posted on by 15

Recently, the controller in the business office left, and she was the approval manager for the business office ereqs. I am trying to change the approver so the business office can submit ereqs with little luck. Our business office uses SQL only Logins with no associated AD attachments, so they don't use the AD supervisor feature there. Where else could I check for?

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  • Joseph Markovich Profile Picture
    3,976 on at
    RE: How to Switch User's manager in GP

    Check in Administration > Workflow > Workflow Maintenance. Select your Purchase Requisition workflow. Depending on how it is set up, you should see the controller as the person listed in the Assignment column.

    Joe

  • Suggested answer
    Hicestowill88 Profile Picture
    10 on at
    RE: How to Switch User's manager in GP

    Hello

    I am trying here hope so help you

    Microsoft Dynamics GP User Access Control

    Go to Tools --> Setup -->System --> User Security to open User Security setup screen,

    choose the corresponding user & company.

    check the below roles. AR CLERK* (Covers most of sales related operations) ...

    click Save to make the changes for the particular user.

    https://apps.apple.com/vn/app/dinar-chronics/id1642043789

  • Hicestowill88 Profile Picture
    10 on at
    RE: How to Switch User's manager in GP

    Hello

    Microsoft Dynamics GP User Access Control

    Go to Tools --> Setup -->System --> User Security to open User Security setup screen,

    choose the corresponding user & company.

    check the below roles. AR CLERK* (Covers most of sales related operations) ...

    click Save to make the changes for the particular user.

    you can also get more information from here apps.apple.com/.../id1581089419

  • Suggested answer
    Derek Albaugh Profile Picture
    on at
    RE: How to Switch User's manager in GP

    If you're talking purchase requisitions through our Workflow functionality built into Dynamics GP, then that is using Windows AD accounts and that is all it uses. So, for the approval manager depending on the user that submits the requisition for approval, it would be looking at the submitter, and then looking in Active Directory to see who that user has listed as the direct manager, skip level managers, etc., depending on how you have the workflow setup....

    For the direct manager, that is usually listed in Active Directory in the properties of that AD user it's looking at to determine who needs to approve the requisition.

    For skip level managers, it would start with the direct manager of the submitter in AD, then find that manager's manager and so on, until it gets the level it needs, depending on what is setup on the workflow step via Workflow Maintenance.

    This is true whether using desktop client or web client, for Dynamics GP.

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