Re: Role Assignment

bpurvis · ‎Sep 12, 2023

I setup a new invoice approval, but he wants to be able to go back and look at previous invoices the approver approved before him. Is there a role assignment I can give him so he can search and look at invoices besides his own? Thank you!

rohanpatil · ‎Sep 13, 2023

Hi @bpurvis

If I were to hazard a guess, I would suggest the Invoice Processor (Audit) role.

You can see details of all roles in the below document. Above role is on page 32

http://www.concurtraining.com/customers/tech_pubs/Docs/_Current/UG_Shr/Shr_UG_User_Admin.pdf

Hope this helps.

Best regards / Mit freundlichen Grüssen,

Rohan Patil
SAP Concur Community enthusiast
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bpurvis · ‎Sep 13, 2023

@rohanpatil oh, I think you are correct! I am going to try this! Thank you, Brenda

rohanpatil · ‎Sep 13, 2023

@bpurvis Glad that I could help. All the best.

Best regards / Mit freundlichen Grüssen,

Rohan Patil
SAP Concur Community enthusiast
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leedau · ‎Sep 14, 2023

@bpurvis Thank you for your post. Is this new invoice approval managed through by assigning the users to the workflow as an default approver or is the approval taking place through the Processor role?

Thank you,
Lee-Anne Dautovic
SAP Concur Community Moderator
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