When A Proxy Approver Approves a Purchasing Document, the Document Action History Does Not Show Proxy Approval Activity (Doc ID 2794169.1)

Last updated on SEPTEMBER 22, 2024

Applies to:

Symptoms

When using Proxy approver feature, the action history is not recording the action that the Proxy approver took during the approval of the document

STEPS
These steps are applicable to both Requisitions and Purchase Orders

1. Enable Proxy Approver for an alternative approver
   a. Login to application with the User
   b. Go to Settings -> Manage Proxy >Add Proxy
   c. Grant Responsibility Access -> Select the responsibility 
   d. Grant Worklist Access -> Select the notification 
   e. Save the changes.
2. Login to Purchasing Responsibility
3. Submit Purchase Order or Requisition for approval for that approver with Proxy Approver enabled
4. The Proxy approver logs in and uses the Switch User so they are now acting as the Proxy Approver
5. The Proxy approver Opens the notification worklist for the original approver
6. The Proxy approver then clicks the appropriate approval response option (approve, reject, etc)

At this point the original approver shows as if they have taken the action and there is not any record of the action that Proxy approver did in step 6. above. 

Cause

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