The PIR Delivery Approver flag determines which user receives purchase invoices that require delivery confirmation before they can be approved. When an employee with this flag leaves the organisation, new invoices will continue routing to them. This article explains how to reassign the flag and what to do about invoices already in the departed employee's queue.
Reassign the PIR Delivery Approver flag
Carry out the following steps for the departed employee to remove the flag, then repeat for the replacement user to assign it.
Log into Financials.
Go to System, then click Security, then click Users.
Locate and select the user whose flag you want to change.
Click Edit.
Go to the Custom tab.
Click PIR Delivery Approver to tick or untick it.
Click Save.
Once the flag is saved on the replacement user's account, all new purchase invoices requiring delivery approval will route to them.
If the departed user cannot be found in the Financials user list
In some cases, a departed employee's account may not be visible under System, Security, Users in Financials. If this happens, contact the support team — the PIR Delivery Approver flag may need to be updated using FinOps Admin instead.
Purchase invoices already in the departed employee's queue
Invoices that are already sitting in the departed employee's approval queue cannot be reassigned through the user interface. Contact the support team to have these invoices progressed or reassigned. Provide:
The database name.
The name and username of the departed employee.
The invoice numbers or transaction references that need reassigning.
The name of the user who should receive the invoices.
Note: Changing the PIR Delivery Approver flag only affects new invoices going forward. It does not move invoices that are already waiting in the old user's queue.