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Delegation of PR preparer to another preparer

  • 1.  Delegation of PR preparer to another preparer

    TOP CONTRIBUTOR
    Posted 16 days ago
    Hi All

    Once the person prepared and submitted the PR for review and person went on holidays, can that person PR be delegated to another person

    please advise

    thanks and kind regards

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    Nazim Lalji
    Dynamics AX Analyst


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  • 2.  RE: Delegation of PR preparer to another preparer

    TOP CONTRIBUTOR
    Posted 16 days ago
    Hi Nazim,

    When the person did setup a delegation before he went on vacation, the workflow was already delegated. Also, i the workflows, you can setup some escalation paths for the purpose an approval is in the queue too long.
    To solve the issue now, an administrator can use the Workflow history form and find the pending workflow. Once found, he can re-assign it to another user.

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    kind regards,

    André Arnaud de Calavon
    Solution Architect, Microsoft MVP - Microsoft Dynamics Business Solutions
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  • 3.  RE: Delegation of PR preparer to another preparer

    TOP CONTRIBUTOR
    Posted 16 days ago
    Hi Andre

    Noticed when PR is pending for Approval, it can be reassigned. Also when approver goes on vacation and it can be delegated to another approver

    However how can we create delegation for Preparer/Requester. As preparer/requester is getting notification when PR is fully approved and closed

    Here MR A (preparer/requester) went on leave and Mr B should have to assign as his Delegate to receive PR notification.

    please advise

    thanks and kind regards


    ------------------------------
    Nazim Lalji
    Dynamics AX Analyst

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  • 4.  RE: Delegation of PR preparer to another preparer

    TOP CONTRIBUTOR
    Posted 14 days ago
    Hi Nazim,

    A person with the system administrator or security administrator role can go to the users list page, open the options form and add the delegation.

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    kind regards,

    André Arnaud de Calavon
    Solution Architect, Microsoft MVP - Microsoft Dynamics Business Solutions
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  • 5.  RE: Delegation of PR preparer to another preparer

    TOP CONTRIBUTOR
    Posted 13 days ago
    Thanks Andre

    Delegated

    Thanks and best regards

    ------------------------------
    Nazim Lalji
    Dynamics AX Analyst

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