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Microsoft Dynamics SL forum
Suggested answer

BP Approval delegation

Posted on by 1,035

Can an approver have his approvals delegated to another user while on vacation?

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: BP Approval delegation

    Perumalsamy R

    Thanks again for your help.  We are all set.

    I expected a screen to open up and say "Delegation Maintenance".  I did not realize I was where I needed to be within Document Approvals.

    Chuck

  • Suggested answer
    Ram Peru Profile Picture
    Ram Peru 2,830 on at
    RE: BP Approval delegation

    This feature is available in Business Portal of Dynamics SL 2011. The Business Portal Version is 5.1.

    Thanks,

    Perumalsamy R

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: BP Approval delegation

    Perumalsamy R

    Looks like we are all set.  I expected to see a screen called Delegation Maintenance.

    Thanks for your help,

    Chuck

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: BP Approval delegation

    Perumalsamy R

    I am logged in as an administrator, but I do not see the screen.  What version of BP do we have to be on to see the screen and where do I confirm the version?

    Thanks,

    Chuck

  • Ram Peru Profile Picture
    Ram Peru 2,830 on at
    RE: BP Approval delegation

    Could you please do the login using BP Administrator Credentials and check the Delegation Maintenance Screen?

    Thanks,

    Perumalsamy R

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: BP Approval delegation

    Perumalsamy R

    I found the guide, but I cannot locate the Delegation Maintenance link under Approvals.

    All I have access to is:

    Item Request Approval

    Project Approvals

    Document Approvals

    Line Item Approvals

    Executive Line ITem Approvals.

    Thanks,

    Chuck

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: BP Approval delegation

    Excellent!

    Thanks,

    Chuck

  • Ram Peru Profile Picture
    Ram Peru 2,830 on at
    RE: BP Approval delegation

    Hi KenF58,

    You can find out the ProjUsersGuide.pdf file under the Documentation folder of Business Portal software SDK.

    Thanks,

    Perumalsamy R

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: BP Approval delegation

    Carolyn

    Where would be the easiest place to locate the above guide?

    Thanks,

    Chuck

  • RE: BP Approval delegation

    Hi KenF58,

    Yes - there is approval delegation functionality in BP.  The documentation on delegations is in the business portal project users guide, chapter 12 (page 69) (ProjUsersGuide.pdf). Let me know if you have additional questions that aren't addressed in the documentation.

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