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Requisition Approval Orientation

Requisition Approval Orientation. FMS 8.8 5/19/05 John Speros, Procurement. Agenda. What’s New in 8.8 Review of Current Approvals Creating 8.8 Requisitions Basic 8.8 Approvals Advanced 8.8 Approval Topics Manage Requisitions Approver Training Materials. What’s new in 8.8.

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Requisition Approval Orientation

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  1. Requisition Approval Orientation FMS 8.8 5/19/05 John Speros, Procurement 1

  2. Agenda • What’s New in 8.8 • Review of Current Approvals • Creating 8.8 Requisitions • Basic 8.8 Approvals • Advanced 8.8 Approval Topics • Manage Requisitions • Approver Training Materials 2

  3. What’s new in 8.8 3

  4. What’s New in 8.8 • We will be using native PeopleSoft 8.8 • Complete requisition information is now available • You can add additional reviewers & approvers • Real-Time Access to Requisition Status(requisition cycle) • BLIS portal approvals 4

  5. Review of Current Approvals 5

  6. Review of Current Approvals Email arrives in Mozilla mail inbox The Email shows “Approval Required” in the subject area. 6

  7. Review of Current Approvals Email text Hyperlink to approval page 7

  8. Review of Current Approvals Approval Review Page List of requisitions for approval 8

  9. Creating 8.8 Requisitions 9

  10. Creating 8.8 Requisitions 10

  11. Creating 8.8 Requisitions 11

  12. Creating 8.8 Requisitions 12

  13. Creating 8.8 Requisitions 13

  14. Creating 8.8 Requisitions 14

  15. Creating 8.8 Requisitions 15

  16. Creating 8.8 Requisitions 16

  17. Basic 8.8 Approvals 17

  18. 8.8 Approvals Email arrives in Mozilla mail inbox The Email shows “Approval is Requested” in the subject area. 18

  19. 8.8 Approvals Email text Hyperlink to approval page 19

  20. 8.8 Approvals PeopleSoft 8.8 login 20

  21. 8.8 Approvals Click Approve or Deny 21

  22. Advanced 8.8 Approval Topics 22

  23. Advanced8.8 Approval Topics Requisition Details 23

  24. Advanced 8.8 Approval Topics Add another Approver or Reviewer Click the + to add a new Approvers or Reviewer 24

  25. Advanced 8.8 Approval Topics Add another Approver or Reviewer 25

  26. Advanced 8.8 Approval Topics Add another Approver or Reviewer 26

  27. Advanced 8.8 Approval Topics View All Approvals 27

  28. Advanced 8.8 Approval Topics View All Approvals 28

  29. Advanced 8.8 Approval Topics Complex Approvals 29

  30. Advanced 8.8 Approval Topics BLIS Approval 30

  31. Manage Requisitions 31

  32. Manage Requisitions Navigation 32

  33. Manage Requisitions 33

  34. Manage Requisitions Requisition Cycle 34

  35. Approver Training Materials 35

  36. Approver Training Materials • Visit PRP FMS 8.8 page for • Quick Reference Guide • User Productivity Kit link • This presentation • PRP Help Line x7774 36

  37. Further Information More information is at: http://www.lbl.gov/Workplace/CFO/fpt/index.html & http://procurement.lbl.gov/PRP/FMS88.htm 37

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