Steps to Set Up User Delegates for Approvals in Sage X3

Have you gone out for a holiday with minimal access to emails, or better still, you do not want calls to approve this or that. All you want is a good time with your family or yourself.

First, congratulations for working so hard. You deserve that holiday!

Second, think about it no more because here is a solution for you. User Delegates Function!

Setting up User Delegates simply means that any approval that is needed while you are away, will be delegated to someone else and the company processes will continue even in your absence.

So, for instance, let’s say an approver by the code ERIC is away from the office between 22nd November 2023 and 30th November 2023.

So, all his approvals can be directed to another person say PRINC for the days he will be away.

Below is a quick illustration.

Go to Parameters >> Workflow >> Delegates

Important to take note of, are the last three sections on the lines

The type of delegate, valid from and valid until.

With Authority they will have the authority to approve all rejections.

The validity period simply means that this person will only be able to do approvals within the indicated timelines and after that, they will not have the rights.

Then go on and create.

Again, on Parameters >> Workflows >> Workflow Rules >> Recipient Section >> Delegate Option

That should be set as first available option.

Then Validate.

You can now enjoy your holiday peacefully and bring some goodies to your colleagues in the office when you come back.

About Us:

Greytrix Middle East Subsidiary of Greytrix India Pvt Ltd, Headquartered in Mumbai. It is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300 People (HRMS), and Sage Intacct, which covers Dubai, Saudi Arabia, and Qatar region.

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Steps to Set Up User Delegates for Approvals in Sage X3