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Setting Approval manager for a Vendor Portal user

Last post 07-15-2014 5:28 PM by e.jaworski. 2 replies.
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  • 07-14-2014 3:48 PM

    Setting Approval manager for a Vendor Portal user

    I'd like my Vendors (sub contractors) to use the portal to enter timesheets and expenses (mileage, parking, etc.).  I was able to add the Expense tab to the Vendor portal screen, but I can't figure out how to assign the Approving manager to a portal "user".  The vendor list doesn't show up in the "User" list on the Manager's assign screen.

    Ed J.

  • 07-15-2014 3:35 PM In reply to

    Re: Setting Approval manager for a Vendor Portal user

    Hello Ed,

         The dropdown you are refering to is based on UsersManager field on the ExpReportUserDetails table. The table itself is a relation table because it holds no unique fields; All the fields are from other tables.  The UsersManager field is from the Users table.  This is why you are not seeing Vvendors in the list because they are not in the Users table.  Portal users are based on existing tables such as users, customers, vendors, etc.   I'm assuming your portal is based on either the contact or vendor table. 

        To make the change, you will have to change the UserManager field to be based on another table.  The problem is that you will affect any screen using the ExpReportUserDetails table and it could create problems.  Also, if you created a new field, you would have to find references to the UsersManager field and change it to your new field.  

    I hope this helps,


    Greg Bilous
    Community Support Specialist
    Method Integration
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  • 07-15-2014 5:28 PM In reply to

    Re: Setting Approval manager for a Vendor Portal user

    Thanks, Greg.  That does help.  That's what I figured was going on, I just couldn't drill into the details.  I'd still like to figure out a mod so that Vendors can use the portal to submit expenses.  It works great for Timesheets.  I don't want to have to add 5 licenses jsut for an occasional expense report.  And I want their time to stay with teh vendor record.

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