English
FAQ KB0393318
Email
How do I manage a user's documents when a user leaves my company?
Symptom

A user at my company has left or is about to leave. I need to handle their documents in SAP Ariba Procurement.


Environment

SAP Ariba Buying and Invoicing


Resolution

1. Lock the user out of the system to prevent them from signing in.

2. Handle their in progress documents.

Option 1:

Delegate the user's authority (that is, provide all their document accesses) to someone else:

  1. Delegate the user’s authority to someone else (known as the delegatee).
  2. Have the delegatee process all the remaining in-flight documents for the user who left.
  3. End the delegation.

Option 2:

Reassign individual documents from that user:

  1. Sign in to your SAP Ariba Procurement solution as a member of the reassignment group for an approvable type.
    For example, to reassign any invoices, sign in as a member of the Reassign Invoice group.
  2. Click Manage > Approvable Role Assignments.
  3. Set Approvable Type to the desired approvable type, and Current User to the user who left.
  4. Select the applicable documents and click Reassign.
  5. Set the New User as desired for each of the listed user/role combinations.
  6. Click Save.

3. After you handle their in progress documents using one of these methods, you can deactivate the user.



Applies To

Core Procurement > Core Administration > Approval Flows
Core Procurement > Core Administration > Core Administration User Management
Core Procurement > Core Administration > Delegations
Invoicing
Purchasing > Requisitioning

Terms of Use  |  Copyright  |  Security Disclosure  |  Privacy