Buyer Setup - how do I add a new entry as approval person? (8.03

Yes, and then you also have to go out and back into the buyer setup to have the new buyer show in the list.


Thanks Manasa and Bill!

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 3:06 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Buyer Setup - how do I add a new entry as approval person? (8.03.409C SQL)

 

 

This is one of the most confusing things about Epicor…in buyer’s maintenance you have to add the new person as a buyer to be able to see them in the list as an approver.  Then they need to be setup as an authorized user to the buyer in order to approve their POs…

 

HTH,

 

 

 

M. Manasa Reddy

manasa.reddy@...

281-994-3483 [d]  |  773-401-4126 [m]

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 3:00 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Buyer Setup - how do I add a new entry as approval person? (8.03.409C SQL)

 

 

No, that adds an authorized user, not an approval person (tried that already)

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 2:56 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Buyer Setup - how do I add a new entry as approval person? (8.03.409C SQL)

 

 

In buyer maintenance, open the buyer.

Then, under the new dropdown, choose add new authorized user.

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 3:52 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Buyer Setup - how do I add a new entry as approval person? (8.03.409C SQL)

 

 

Hi,

The approval persons were setup before I came to Epicor Support here.  I know how to setup a buyer, but I cannot add another person as approval person.  In data dictionary for PurAgent it shows (UserFile.CanApprovePO = Yes) - but I do not find this checkbox...
Thanks in advance.

 

Hi,

The approval persons were setup before I came to Epicor Support here.  I know how to setup a buyer, but I cannot add another person as approval person.  In data dictionary for PurAgent it shows (UserFile.CanApprovePO = Yes) - but I do not find this checkbox...
Thanks in advance.


In buyer maintenance, open the buyer.

Then, under the new dropdown, choose add new authorized user.

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 3:52 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Buyer Setup - how do I add a new entry as approval person? (8.03.409C SQL)

 

 

Hi,

The approval persons were setup before I came to Epicor Support here.  I know how to setup a buyer, but I cannot add another person as approval person.  In data dictionary for PurAgent it shows (UserFile.CanApprovePO = Yes) - but I do not find this checkbox...
Thanks in advance.

 

No, that adds an authorized user, not an approval person (tried that already)

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 2:56 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Buyer Setup - how do I add a new entry as approval person? (8.03.409C SQL)

 

 

In buyer maintenance, open the buyer.

Then, under the new dropdown, choose add new authorized user.

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 3:52 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Buyer Setup - how do I add a new entry as approval person? (8.03.409C SQL)

 

 

Hi,

The approval persons were setup before I came to Epicor Support here.  I know how to setup a buyer, but I cannot add another person as approval person.  In data dictionary for PurAgent it shows (UserFile.CanApprovePO = Yes) - but I do not find this checkbox...
Thanks in advance.

 

My bad.  Misunderstood.

An approval person is defined within the buyer maintenance (another buyer).

If they are shown under the approval person for another buyer, they should be able to approve those PO’s.

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 4:00 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Buyer Setup - how do I add a new entry as approval person? (8.03.409C SQL)

 

 

No, that adds an authorized user, not an approval person (tried that already)

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 2:56 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Buyer Setup - how do I add a new entry as approval person? (8.03.409C SQL)

 

 

In buyer maintenance, open the buyer.

Then, under the new dropdown, choose add new authorized user.

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 3:52 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Buyer Setup - how do I add a new entry as approval person? (8.03.409C SQL)

 

 

Hi,

The approval persons were setup before I came to Epicor Support here.  I know how to setup a buyer, but I cannot add another person as approval person.  In data dictionary for PurAgent it shows (UserFile.CanApprovePO = Yes) - but I do not find this checkbox...
Thanks in advance.

 

This is one of the most confusing things about Epicor…in buyer’s maintenance you have to add the new person as a buyer to be able to see them in the list as an approver.  Then they need to be setup as an authorized user to the buyer in order to approve their POs…

 

HTH,

 

 

 

M. Manasa Reddy

manasa.reddy@...

281-994-3483 [d]  |  773-401-4126 [m]

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 3:00 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Buyer Setup - how do I add a new entry as approval person? (8.03.409C SQL)

 

 

No, that adds an authorized user, not an approval person (tried that already)

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 2:56 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Buyer Setup - how do I add a new entry as approval person? (8.03.409C SQL)

 

 

In buyer maintenance, open the buyer.

Then, under the new dropdown, choose add new authorized user.

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 21, 2014 3:52 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Buyer Setup - how do I add a new entry as approval person? (8.03.409C SQL)

 

 

Hi,

The approval persons were setup before I came to Epicor Support here.  I know how to setup a buyer, but I cannot add another person as approval person.  In data dictionary for PurAgent it shows (UserFile.CanApprovePO = Yes) - but I do not find this checkbox...
Thanks in advance.