Specify reassign rules

You can specify rules to reassign all tasks you receive in a given period of time (for instance during vacation). You can specify an unlimited number of rules and edit existing rules. You create and edit reassign rules in the Reassign rules pop-up window.

Note that only one rule can be active during any period. All reassigned tasks are reassigned as a transfer.

Accessing Reassign rules window

Select Reassign Rules in the Options menu available in the Console Worklist.

Existing rules

When opening the Reassign rules window you view the existing reassign rules for the current user. From here you can:

• Return to the Console by clicking Return.
• Create a new rule by clicking Create rule.
• Edit a rule by clicking the rule name.
• Delete a rule by clicking Delete in the corresponding rule row.
• Save your changes by clicking Save.

Reassign Rule Type

When defining a reassign rule you can select to either forward the task notifications as standard transfer, or you can delegate them to convey your approval authority.

• Delegate: You reassign your tasks and all approval limits are carried over to the receiving user. When a delegation rule is in place, the task receiver is approving invoices on behalf of you.
• Transfer: Works as a standard reassignment of notifications, so the receiver must approve with their own approval limits.

Notification Type

You must select a notification type to which a reassign rule applies. You can also select All to make the reassign rule effective for all notification types.

This means that for example, a user going on vacation can send all manual match notifications to User A and send all accounting notifications to User B.

• All
• Accounting
• Accounting Rejections
• Approval
• Approval Rejections
• Exceptions
• Invoice Validation
• Manual Match
• Manual Match Rejections
• Match Hold Rejections
• Match Holds
• New Supplier Request
• Other Hold Rejections
• Other Holds
• Payables Interface Validation
• Post Registration
• Pre Registration
• Prepayment Holds
• Prepayments

Create reassign rule

1. Click Create rule to open the create rule pop-up window.
2. Select the notification type that this particular rule applies to.
3. Supply a Rule name. The rules name is also used as description.
4. Specify the user that should receive all your tasks in the To user field.
5. Select the reassign type Transfer or Delegate.
6. Specify a time period in the From date and To date fields
7. Click Add rule

Edit reassign rule

1. Click a rule name in the Reassign rules list
2. Edit the appropriate settings
3. Click Update

Disable All Invoice Delegation Functionality

You can control whether or not invoice approval delegation is allowed via the configuration parameter Enable/Disable Delegation. To enable delegation possibility, set the parameter to Yes. To disable delegation possibility, set the parameter to No. If delegation is disabled:

• You cannot select to delegate tasks when creating Reassign rules.
• If a user accesses a task that do not belong to that user, they are not able to submit, save or change data. If a user tries to edit a task belonging to another user, an error message notitifes that Actions on behalf of different user not allowed.

You must log out and reenter the system before you see the changes applied. Delegation is enabled by default.