Sage Partner for header

Steps to Set Up User Delegates for Approvals in Sage X3

Steps to Set Up User Delegates for Approvals in Sage X3

Setting_Up_User_Delegates_for_approvals

Steps to Set Up User Delegates for Approvals in Sage X3

Have you gone out for a holiday with minimal access to emails, or better still, you do not want calls to approve this or that. All you want is a good time with your family or yourself.
First, congratulations for working so hard. You deserve that holiday!
Second, think about it no more because here is a solution for you. User Delegates Function!
Setting up User Delegates simply means that any approval that is needed while you are away, will be delegated to someone else and the company processes will continue even in your absence.

So, for instance, let’s say an approver by the code ERIC is away from the office between 22nd November 2023 and 30th November 2023.

So, all his approvals can be directed to another person say PRINC for the days he will be away.
Below is a quick illustration.

Go to Parameters >> Workflow >> Delegates

Steps to Set Up User Delegates for approvals in Sage X3 image-1
Important to take note of, are the last three sections on the lines
Steps to Set Up User Delegates for approvals in Sage X3 image-2
The type of delegate, valid from and valid until.
With Authority they will have the authority to approve all rejections.
The validity period simply means that this person will only be able to do approvals within the indicated timelines and after that, they will not have the rights.
Then go on and create.

Again, on Parameters >> Workflows >> Workflow Rules >> Recipient Section >> Delegate Option

That should be set as first available option.
Then Validate.
Steps to Set Up User Delegates for approvals in Sage X3 image-3
You can now enjoy your holiday peacefully and bring some goodies to your colleagues in the office when you come back.

About Us:

Greytrix Middle East Subsidiary of Greytrix India Pvt Ltd, Headquartered in Mumbai. It is a leading Sage business partner and ISV Partner offering Consulting, Implementation, and development services for Sage X3, Sage 300 People (HRMS), and Sage Intacct, which covers Dubai, Saudi Arabia, and Qatar region.

Our methodology involves a techno-functional expert team to analyze the client’s business processes, workflow, current system situation, and plans. Then, based on the analysis, we propose solutions that meet their requirement regarding the product consideration. In addition, we ensure to serve our clients with robust, future-proof, business-critical solutions that deliver best practices, processes, and functionality designed specifically for the business and its people.

We offer professional services such as Implementation and Configuration, Business Process Analysis, Project Management, Integrations and Migrations, and Technical & Functional Support, along with enhancements within Sage X3, Sage 300 People (HRMS), and Sage Intacct across various industry verticals like Process Manufacturing (Food & Beverages, Chemical), Discrete manufacturing (Automotive, Textile & Apparel), Non-Profit, Health-care Industry and Services Industry (Financial, Software & Engineering), Distribution (Transportation & Logistics).

Our Partnerships

Our Partners

Get In Touch

Why us

Thank you for contacting us.

Be ready to explore some leading business management solutions that will help shape the future of your business!

Our team will get in touch with you shortly.