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| DELEGATE |
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With WorkPlace Delegate, a requester can specify that a requisition be sent to another
WorkPlace user prior to the request flowing through the normal approval process.
A delegate can submit or cancel the requisition and enter a reason for the action.
As a selectable option, the delegate may edit the requisition. If a
requisition is cancelled by the delegate it will be returned to the
requester. If a requisition is submitted by the delegate then it
will follow the routing rules that have been established for that requisition.
As a selectable option, the requisition can flow through
either the requestor's or delegate's approval path.
WorkPlace Delegate requires the Invoice Matching module.
WorkPlace Delegate is useful where the requisitioner needs the verification or confirmation of another prior to formal approval.
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| When Needed: |
- Our administrators create requisitions but we need their supervisors to review them
- Some of our purchases are highly technical and we want someone on our technical staff to review them
- We'll do batch purchases where one person is entering all of the data but it needs to be checked before sending through approval
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