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Purchase Requisition

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.

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Purchase Requisition

Presentation on theme: "Purchase Requisition"— Presentation transcript:


Purchase Requisition

New Approval Strategy

Pam McCuin - TrainerSlide2


Overview of the New Approval Strategy

How to Approve a Requisition

Tracking Unapproved Requisitions

Tracking Approved Requisitions

Displaying a List of RequisitionsSlide3


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 RequisitionSlide7

Tracking Unapproved RequisitionsSlide10

Tracking Approved RequisitionsSlide12

Display a List of RequisitionsSlide14

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