Change in Report To or Organizational Change

When a user's report to has changed IT must update this information.

1. Active Directory
   1. Open the AD Users and Groups MMC
   2. "Find" the user that has a new "Reports To"
   3. Right-click and open the properties of the user
   4. Find and update the user under the "Reports To" field

2. Epicor Employee Record

   Notice

   This step should be completed by HR aside from our process

   1. Open Epicor
   2. Open Employee Maint
   3. Load the employee ID for the user that has a new "Supervisor"
   4. Search for the employee ID of the new supervisor and update the "Supervisor" field
3. Epicor Buyer Record (If the user is a buyer)
   1. Open Epicor
   2. Open Buyer Entry
   3. Load the buyer record
   4. Select the new PO approver that they report to.
      1. If there is no buyer record for their new reports to that person will need to be added to buyer entry and trained on PO approval.

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