CISTECH Electronic Requisition Approval

1. CISTECH Electronic Requisition Approval Denise Luther Senior Consultant, Technical Services

2. E-Req Benefits • Provides managers with real-time requisition notification and electronic approvals. • Automatic routing of purchase requests to managers via e-mail while communicating the approval status to the requester and the buyer.

3. E-Req Benefits • Improves the timeliness, accuracy, and efficiency of communications between requesters, buyers and managers, which results in: • Shorter cycle time in requisition approval process Reduced paperwork and administration costs • Improved visibility of Requisition/PO approval status

4. E-Req Benefits • Improves the timeliness, accuracy, and efficiency of communications between requesters, buyers and managers, which results in: • Decreased expediting costs due to delays in approvals • Improved uptime through visibility of direct material and/or machine part approval

5. E-Req in the IDF

6. E-Req in the IDF Customize These

7. E-Req in the IDF Customize XA Customize These

8. Requestor/Approvers • Set Limits by Type • Inventory, Non-Inventory and Capital Projects

9. Requestor/Approvers Requestor BOYERJ Limits and Approver

10. Requestor/Approvers Requestor LUTHERD Limits and Approver

11. Requestor/Approvers Requestor MCCORMICKB Limits – Catch All

12. Watchers Receive authorization notification for Dept (Unit) Range

13. Request for authorization email

14. Authorization email

15. Configure Control File

16. Requsitions

17. Requsitions – Custom

24. Watchers are notified

27. E-Req Any questions before proceeding to technical setup?

28. Integrator Setup • Requisition object • Customize attributes • userFieldText40 Approving users • Custom Logic edit – Requestor must be in Approver file • userFieldDate 1 Approving Date • Custom Logic edit – Not maintainable from client • userFieldSwitchA Requisition status • Custom Logic Status codes must be used in order • Discrete Domain

29. Requistion Status List

30. Attributes • Reference Capital Project Number • If not blank, authorization process will use the limit for capital projects for the requestor • Required entry attributes • Unit • Nature • Extended Amount

31. User Exit Code • User exit code • N program – Edit Buffer • Custom Logic edits • O program – Process Buffer • Logic to Approve, Authorize; Email delivery • Check Requisitioner’s Limits by Type • If Authorization Limit high enough, • Set status to Authorize to Buy • Set Authorized User ID • Deliver authorized email to watchers

32. User Exit Code • O program – Process Buffer • Check Requisitioner’s Limits by Type • If Authorization Limit is NOT high enough, • Set status to Approved, not authorized • Deliver request for authorization email to approver • Set approval user id to Requester/Approver

33. Transaction object (requires EI)

34. T.O. attributes

35. T.O. Action Attribute

36. T.O. Current user default

37. T.O. User exits

38. T.O. user exit logic • User exit code • O program – Process Buffer • Approval selection, Same logic to check authorization limit • Update attributes • Email notification • Reject selection will only update attributes • No email notify

39. Approve/Reject Outside XA • This solution uses a CGI program to run the approve/reject logic outside of PowerLink from the Email • CGI program contains approve/reject logic, provides immediate communication when user is not near their desktop

40. Questions??? Thank You Denise.Luther@cistech.net