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Online Requisitions This is a technical session, so there won’t be any nice graphics to distract you.
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Online Requisitions

Feb 22, 2016

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Online Requisitions. This is a technical session, so there won’t be any nice graphics to distract you. Create Requisitions. Approve Requisitions. Approve Requisitions. 1. Turn on Approvals 2. Setup Approval Queues 3. Configure Routing. Step 1. Turn on Approvals. FOASYSC . - PowerPoint PPT Presentation
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Page 1: Online Requisitions

Online Requisitions

This is a technical session, so there won’t be any nice graphics to distract

you.

Page 2: Online Requisitions

Create Requisitions

Page 3: Online Requisitions
Page 4: Online Requisitions
Page 5: Online Requisitions
Page 6: Online Requisitions

Approve Requisitions

Page 7: Online Requisitions
Page 8: Online Requisitions
Page 9: Online Requisitions

Approve Requisitions

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1. Turn on Approvals2. Setup Approval Queues3. Configure Routing

Page 11: Online Requisitions

FOASYSC

Step 1. Turn on Approvals

Page 12: Online Requisitions

Explicit Approvals This means the approval process is “turned on” for this document type. If the originator of the document is also an approver, he/she will have to approve the document in a separate step.

Implicit Approvals This means the approval process is “turned on” for this document type. If the originator of the document is also an approver, his/her approval will be assumed (implied) when the document is completed. No additional approval by this user will be required.

Page 13: Online Requisitions

FTMAPPQ

Step 2. Setup Approval Queues

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FOMAQRC

Step 3. Configure Routing

Page 15: Online Requisitions

NSF QueueCatchall QueueBackup approversSet default organization - FOMPROF

Things to Consider

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Setup FormsFinance System Control Form (FOASYSC)Approval Queue Maintenance Form (FTMAPPQ) Approval Queue Validation Form (FTVAAPQ)Approval Queue Routing Codes Form (FOMAQRC)User Profile Maintenance (FOMPROF)

Approval Process (FORAPPL)

User FormsApprovals Notification Form (FOIAINP)Document by User (FOADOCU)User Approval Form (FOAUAPP)Document Approval Form (FOAAINP)Document Approval History Form (FOIAPPH)Approval History Form (FOIAPHT)