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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Presentation on theme: "Purchase Requisition"— Presentation transcript:
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
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
Purchase Requisition - Description
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 Download Presentation
and Items. Manage Requisitions. The Manage Requisition feature of PeopleSoft provides you with the ability to review, edit, approve, or cancel requisitions. You can view requisitions in any status. You can only edit active requisitions that have not been Saved and submitted to your buyer..
Objectives. Create an Open Market Requisition. Check the status of Requisitions and correct returned Requisitions. Create an Open Market Purchase Order. Cancel an Open Market Purchase Order and Requisition.
Lifecycle. September 2015. Welcome!. Purpose. of this . training . session is . to provide an overview of the Requisition to Payment process in PeopleSoft. This session will not provide you with the transactional steps..
DoDEA DAI . Implementation Team. August 27. , 2015 9:00 AM. DAI OVERVIEW. 3. DAI Overview. OSD mandated DAI for DoD agencies to modernize financial management systems. DAI supports audit readiness by standardizing processes and integrating financial management into one system with full visibility.
Procurement and Travel Office . Fun New Facts:. We no longer require boarding passes! Hip . hip. hurrah!. We have a new member of the team! Krissy Palmatier comes to us from the DEC, and she is at ext. 3351.
Planned . Flow of the Software. # 001 = Purchase Requisition (PR) and PR Approval. File # 001 Covers the first two cells of this flow chart. This slide covers. Logic . You can make Purchase Requisition.
Presented . by:. Erica King. IRT . TIS. email@example.com. Topics Covered. Creating a template for Requisitions and Budget Queries. Pending . Documents. How to complete an unprocessed Requisition. View .
September 16, 2015. Procurement and Contracting Steps. Step. Procurement and Contracting Steps. 1. Choose the. vendor using the right procurement method. Spot purchase – select the vendor (consider using a HUB vendor); use voucher or P-Card.
B. usiness . S. ystem. Purchase Requisitions. University Center for Training and Development. Overview. Signing into the SUNY Procurement System. Creating a Requisition. History Panel. Approvers: Requisition Approval.
Requisitioner . MM_REQ_300. . . Table of Contents. Course topics are hyper-linked to respective slides. If desired click on topics to quick-jump to that section.. Note: Must be in Presentation mode to use hyper-link functionality (Press F5 to begin)..