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SAP SRM – Out of Office – How to Create a Substitution Rule
Before you begin:
- Here are situations in which a substitution should be used
- When you will be out of the office
- When you require that someone to perform cart approvals, cart resubmissions or cart rejections on your behalf
- Communicate to the nominee of your substitution that you plan to create a substitution rule
- This is essential since the substitution rule has to be accepted by the receiver in order to be turned on
- The nominee of your substitution rule should be someone comfortable with performing your responsibilities within SAP
- By creating a substitution rule you are handing over your tasks to the assignee for the duration of your planned absence
Click the Worklist tab
Click on the Manager Substitution button
Click the Create Rule button
Click the Select button
Use the Search button to find a substitute
With the substitute highlighted, click the Apply button
Make sure Receive My Tasks radio button is selected
Click the Next button
When you arrive at this screen, you can select the activation setting for the rule before it goes live
In this tutorial, we will choose to have rule on upon saving
By selecting the Rule On activation setting, you will be given a field to specify date
Once you have selected the start date for your rule, click the Save button
In the case you want to terminate a substitution, click the Turn Off button
