Excluded Agent Can Approve Cart As A Substitute

[Former Member]

Hi

SRM 5.0, SP07, ECS

Standard 1 step approval workflow - WS10000129

We have an scenario whereby a requisitioner creates a cart that requires their manager's approval.

The manager has set the requisitioner up as a substitute, and as the requisitioner also has the approver role, they can then approve the cart.

Any ideas on how we can overcome this as we really want to maintain the segregation of duties.

Regards

Keith

[pvanhoove · Accepted solution]

Hello,

Changing authorization won't change anything because when delegating workflow task you also transfer your autorization to execute the task.

Go into the workflow builder and check that the requester is set in the excluded agent tab and that this tab is correcltly defined in the approval task in the "excluded agent" field. (this field is empty in SRM5)

Rgds,

Pierre

[Former Member · Accepted solution]

Pierre

The container for the workflow template WS10000129 contains the correct value within the Excluded Agents table.

Looking at the actual approval step, task TS10008126 (Approval of Shopping Cart), this doesn't have an excluded agents table.

I'm assuming that this is standard functionality and as such should really have an excluded agents table within the task (populated by the container value from workflow WS10000129).

Regards

Keith

[pvanhoove · Accepted solution]

And populating the excluded agent field in the task definition with the excluded agent tab doesn't solve your issue ?

P.

[Former Member · Accepted solution]

Pierre

That's spooky.... Just as you'd sent your reply I'd just added the entry of &REQREQ.CREATEDBY_US& in the excluded agent field for the approval task.

All now works correctly.

Thanks for your pointers.

Keith

[khan_voyalpadusman]

Hi,

Only way out here is to not give manager authorizations to the requestor.

If this is done , the system will not end the workitem at all to the requestor.

[Former Member]

My thoughts exactly.... But try telling that to the client...

[Former Member]

Hi Keith,

Thats true but if both have equal authorizations then what is the difference between a manager and a requisitioner.

You can always convince the client that in such a case they will be violating the SOX compliance and if required you can tell them for an agreeable limit you can do away with the approval process.

Hope better sense prevail over your client.

Rgds,

Teja