To prevent documents from piling up or otherwise block the workflow, the approver and the approval administrator can delegate an approval request to a substitute approver. The substitute can either be a designated substitute, the direct approver, or the approval administrator, in that order of priority. You typically use this feature if an approver is out of office and is unable to approve requests before the due date.
Before you can delegate an approval request, you must set up a substitute approver, an approver, or an approval administrator. For more information, see How to: Set Up Approval Users.
 Note |
|---|
| In addition to manually delegating approval requets, as described in the following procedures, you can wait for the delegation to happen automatically by the preconfigured job queue entry, Delegate Approval Requests. |
Approval of records must be set up as workflows, one workflow for each scenario, such as the Purchase Invoice Approval Workflow. The generic version of Microsoft Dynamics NAV includes workflow templates for approval of all types of sales and purchase documents and for other records, such as customer cards. For more information, see the list of workflow templates in the Workflow Templates window.
To delegate approval requests in the Requests to Approve window
In the Search box, enter Requests to Approve, and then choose the related link.
Select one or more lines for the approval requests that you want to delegate to a substitute approver.
On the Home tab, in the Process group, choose Delegate.
A notification to approve the request is sent to the substitute approver.
To delegate approval requests in the Approval Request Entries window
In the Search box, enter Approval Entries, and then choose the related link.
Select one or more lines for the approval requests that you want to delegate to a substitute approver.
On the Home tab, in the Process group, choose Delegate.
A notification to approve the request is sent to the substitute approver.
 Tip |
|---|
For more information about how to work with fields and columns, see Working with Microsoft Dynamics NAV. For more information about how to find specific pages, see Search. |