SLIDE 1
1
2
Creating a PSA over $20,000
the eProcurement module 1 Creating a PSA over $20,000 2 Certain - - PowerPoint PPT Presentation
the eProcurement module 1 Creating a PSA over $20,000 2 Certain - - PowerPoint PPT Presentation
PSA/POS Pre-Authorization in the eProcurement module 1 Creating a PSA over $20,000 2 Certain Fields Default based on User Profile 3 Use the Requisition Name to find Req when searching after it is saved 4 85000000 = Health Care Services
SLIDE 2
SLIDE 3
3
Certain Fields Default based on User Profile
SLIDE 4
4
Use the Requisition Name to find Req when searching after it is saved
SLIDE 5
5 85000000 = Health Care Services
Supplier, Category, Buyer, and Unit of Measure are Required fields.
SLIDE 6
6
Depending on your security requests, Chartfields will default but can be edited. Use the Show All columns icon to see the entire string in one view.
SLIDE 7
7
SLIDE 8
8
Certain fields default from Define Requisition page. Fields with asterisks * are required.
SLIDE 9
9
SLIDE 10
10
Add more lines by entering required information again. If finished, click Checkout
SLIDE 11
11
If the PSA value is over $20,000, the PSA Details link must be
- completed. A warning will display when saving if it is not.
SLIDE 12
12
SLIDE 13
13
Edit as necessary
SLIDE 14
14
SLIDE 15
15
Click the Line Comments icon to attach any files
SLIDE 16
16
SLIDE 17
17
SLIDE 18
18
SLIDE 19
19
This warning defaults on every requisition created. Click Save for Later to save work but not forward through approvals
SLIDE 20
20
Note Requisition ID and Approval workflow
SLIDE 21
Creating a PSA under $20,000
21
SLIDE 22
22
SLIDE 23
23
SLIDE 24
24
SLIDE 25
25
SLIDE 26
26
SLIDE 27
27
SLIDE 28
28
SLIDE 29
29
SLIDE 30
30
SLIDE 31
31
SLIDE 32
32
SLIDE 33
33
Manage Requisitions Page
SLIDE 34
34
Search defaults to previous week, but all search fields are editable. Find appropriate req, select action, click Go
SLIDE 35
35
Approval Status displays exactly where the req is in the workflow
SLIDE 36
36
Use Manage Requisitions to access requisitions you want to edit.
SLIDE 37
37
Editing a saved req that has already started the approval process may reinitiate it.
SLIDE 38
38
Reqs can be copied (and then edited) in any status.
SLIDE 39
39
Click the activated icon to get more information.
SLIDE 40
40
- The req Life Cycle may also be accessed by clicking the arrow to the
left of the Req ID
- This is also where Req lines may be cancelled
SLIDE 41
41
Cancel reqs from the Manage Reqs page. The status will change
- immediately. Budget check will
run also.
SLIDE 42
42
Requisition Approvals
SLIDE 43
43
- The Worklist is available on the
Home page
- Click the link of the req to approve.
- Worklist columns can be sorted
SLIDE 44
44
SLIDE 45
45
- Action is date and time stamped,
and sent to the Worklist of the next approver(s).
- Click the Multiple Approvers link to
see who has been set up to perform the next approval
SLIDE 46
46
Select the lines, then click View Line Details to see more information on the req
SLIDE 47
47
A new window opens
SLIDE 48
48
Comments must be entered to Pushback
- r Deny a requisition.
SLIDE 49
49
Pushback sends the req to the previous approver’s Worklist
SLIDE 50
50
SLIDE 51
51
Denying a req
SLIDE 52
52
SLIDE 53
53
Denying a req sends it back to the Requester who can edit it for re- submittal or cancel
SLIDE 54
54
Ad-hoc approvers and reviewers may be added wherever a green plus sign is displayed
SLIDE 55
55
Ad-hoc approvers and reviewers will be notified by email to go to their Worklist