Transaction Transfer to Another Person

Location: Transaction Processing page

Click Processors under the Workflow title. Processors page opens.
Note: In the user profile, it can be determined that only certain user groups have the right to change a transaction’s processors. The function can also be restricted in such way that a user can only remove him/herself from the processing step, but he/she cannot add processors.
Transfer the transaction to another person. If you want to restore the transaction to the previous transaction processor:
1. Click Return to Processing. Return to Processing page opens.
2. Select a processor to whom you want to restore the transaction by clicking on the check box that is in front of the processor’s name.
3. Enter a comment in the Comment field and click Save. The transaction is restored to the previous processing step, and the processor in question is to process the transaction.
4. Return to the Transaction Processing page by clicking OK.
If you want to transfer the transaction to another person for processing:
1. Select the person from whom the transaction is to be transferred in the Processors list and click Delete. The user's name will be removed from the Processors list.
2. Select the new processor in the Processors list.
3. Click the button of the processing step that you want to transfer (for example Review / Approval / For Information). The user’s name appears in the Processors list.
4. Return to the Transaction Processing page by clicking OK.
  Note: If a transaction's real processor is unknown, leave the process step without processor and add a comment for explanation, if necessary. The main user can see these kind of transactions upon monitoring the transaction workflow. He/she can also set the right processors for the transaction.