Request Users

Use the PO Request Users function to set up users allowed to generate and approve order requests via the PO Approval process.

A user can be a Traverse user but it is not required. If the user is tied to an employee via User Mapping, the name and email are defaulted with their corresponding fields from the employee record.

To add PO Request users:

  1. Use the New icon on the toolbar to open a blank Request User record.

  2. If the user is not a Traverse user, enter a new username or select a user from the Username drop-down list.
  3. Enter or edit the display name for your user in the Display Name field.
  4. Enter or edit the email address for the user in the Email field. This email address will be used for approve/decline notification.
  5. Select a role for the user from the Role drop-down list:
    • Select requester if the user will be generating or placing the PO requests, but not approving them.
    • Select Approver if the user will be approving the PO requests, but not generating or placing them.

      • Note: Approvers cannot edit PO requests. Requests will need to be modified by the requester, or the final PO will need to be modified.

    • Select Both if the user is allowed to both generate and approve PO requests.
    • Select None if the user is not allowed to generate or approve PO requests. This is useful to allow viewing history.
  6. If the user's role is
    • requester or Both, the requester Info section is active.
      • Mark the Request Administrator check box if you want the user to be able to change or submit any request. The Request Administrator can also see the requests from all requestors.
      • Select a default route for the user's requests from the Default Route drop-down list, or leave the field blank to allow a choice of route when generating a request.
    • Approver or Both, the Approver Info section is active.
      • Mark the Approval Administrator check box if you want the user to be able to approve or decline any request. The Approval Administrator can also set up alternates for all approvers.
      • Mark the Allow edit of submitted requests check box if you want the user to be able to make changes to the request.
      • You have the option to select an Alternate User who will approve the requests in the user's place in the case the user is not available, such as when the user is on vacation.
      • Enter the dates the alternate approver will be handling the requests in the Alternate Start and End Date fields. During this time frame, the requests will automatically be routed to the alternate. Each approver can only set up his or her own alternate.
  7. Save your changes.