1 / 10

Department Administrator’s Committee

Department Administrator’s Committee. Friday, June 8, 2007. Project Purpose e-Req Informational Update. Create a workflow model for the School of Medicine to facilitate on-line purchasing activity

genica
Download Presentation

Department Administrator’s Committee

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Department Administrator’s Committee Friday, June 8, 2007

  2. Project Purpose e-Req Informational Update • Create a workflow model for the School of Medicine to facilitate on-line purchasing activity • Identify and ensure that the SOM purchase requisition approval workflow and business requirements are met within e-Req / i-Buy to the maximum extent possible

  3. Project Goals • Eliminate the use of paper / facsimile purchase requisitions • Transition the School of Medicine (SOM) purchasing requisitions to e-Req / i-Buy • Minimize the use of Small Dollar Orders and Procurement Card purchases • Collaborate and facilitate the project with the SOM Finance Office

  4. Business Requirements • Identify and quantify the special requisition approval routing for fund groups 15,18, 26, 27, 28 and 55 • Pre-populate e-Req / i-Buy with all SOM requisitioner’s names and workflow group(s) • Reprogram the e-Req / i-Buy approval workflow software to accommodate the SOM • Note #1: e-Req / i-Buy software cannot provide requisition approval at the Org level • Note #2: e-Req/i-Buy software accommodates various dollar level approval thresholds

  5. Approval Workflow • The following slide is the expected workflow. Other options are available and can be configured to comply with your Department’s organizational structure.

  6. Current approval work flow – based on Funds

  7. Approval workflow - capabilities

  8. E-Req / i-Buy Demo

  9. Screen Shot – User Profile

  10. Screen Shot – Workflow Set-up

More Related