Business Process Document
Finance: Requisition Approval Process for Amounts and Chartfields
Department
Responsibility/Role
File Name
/ Requisition Approval Process for Amounts and Chartfields_BUSPROC
Version
Document Generation Date
/ 9/29/2008
Date Modified
/ 9/29/2008
Last Changed by
Status

Requisition Approval Process for Amounts and Chartfields

Trigger:
Required Field(s)
/
Comments
Output - Results
/
Comments
Additional Information
Procedure

The Requisition Approval process is applicable for Amount Approvals (within your department)

and Chartfield Approvals (i.e., Grants, ISAS; Printing and Graphics).

Step
/
Action
/
1.  / An Approver will input their USER ID and PASSWORD; click the Sign in link.
2.  / Select Financial 8.9.
3.  / Select the Worklist link.
Step
/
Action
/
4.  / Selecting the Collapse link will widen the page; select the boxed icon for the Menu toreturn (see next screen, upper left corner).
Step
/
Action
/
5.  / A listing of Requisitions awaiting approval will be displayed. Identify and select the Requisition Number 1000000380.
Step
/
Action
/
6.  / The Department Number (323100) and Account Number (5200) are displayed.
Select the Line Details link for the line dollar amount.
7.  / Selecting the Details tab will provide a partial view of the item(s).
Step
/
Action
/
8.  / Item description is displayed.
Step
/
Action
/
9.  / Select Review Printable Req for a detailed view
of the Requisition (i.e., vendor, full description, etc.).
10.  / Please, wait until both processes - Queued and Success are complete. The Requisition should appear.
11.  / The Requisition is displayed with details regarding the vendor, description and other related information. This page may be printed for your records.
Step
/
Action
/
12.  / Select Close to return to the Approval Requisition page for an appropriate Approval Action.
Step
/
Action
/
13.  / Click the Approval Action list to display options available; select Approve,
Deny or Recycle.
- Approve - acceptance of the Requisition
- Deny - totally removes the Requisition from the Workflow
- Recycle - returns the Requisition to the department for modifications
and/or additional information
Step
/

Action

/
14.  / The Comment space can be utilized for a brief explanation to the Requester for a denied or recycled Requisition.
15.  / The Approval Status is In Process. Click the SAVE button to continue the process for any Approval Action.

Step

/

Action

/
16.  / The Approval Status is Complete. The Requisition is now en route through Workflow to the Materials Management Department for processing a Purchase Order.
17.  / Selecting Next In Worklist will display the next Requisition awaiting approval.
18.  / Selecting the Notify button will forward an e-mail to the requester of the referenced Requisition.

Step

/

Action

/
19.  / The Send Notification page is displayed.

Step

/

Action

/
20.  / Select the apropriate button as described below (i.e., Ok,Cancel or Apply).
21.  / Thank you
22.  / End of Procedure.

Page 13

Last changed on: 9/29/2008 12:40 PM