New Approval Strategy Pam McCuin Trainer Introduction Overview of the New Approval Strategy How to Approve a Requisition Tracking Unapproved Requisitions Tracking Approved Requisitions Displaying a List of Requisitions ID: 557399
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Slide1
Purchase Requisition
New Approval Strategy
Pam McCuin - TrainerSlide2
Introduction
Overview of the New Approval Strategy
How to Approve a Requisition
Tracking Unapproved Requisitions
Tracking Approved Requisitions
Displaying a List of RequisitionsSlide3
Overview
All requisitions will require at least one department level approval
Each department will have a designated Level 1 approver; with an alternate approver
All items valued over $25,000 requires an executive level approval (UAMS CFO)Slide4
Special Approvals
Asset items will require approval from Property Services
Radiological items will require approval from Office of Health and Safety
Cell phone items will require approval from TelecomSlide5
Type of Release Strategies
A – $0 to $1000 requires a level 1 approval
> $1000 requires a level 2 approval
B - $0 to $5000 requires a level 1 approval
> $5000 requires a level 2 approval
C - $0 to $25,000 requires a level 1 approval
All items over $25,000 require an executive level approval (UAMS CFO) Slide6
How to Approve a RequisitionSlide7Slide8Slide9
Tracking Unapproved RequisitionsSlide10Slide11
Tracking Approved RequisitionsSlide12Slide13
Display a List of RequisitionsSlide14Slide15Slide16
Changes to the Requisitions Process
Use Department name in the Requisitioners field
Use the Buyers name in the Purchasing Group field (once all departments have been moved to the new process)Slide17
Questions