Purchase Requisition New Approval Strategy Pam McCuin - Trainer.

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Presentation transcript:

Purchase Requisition New Approval Strategy Pam McCuin - Trainer

Introduction Overview of the New Approval Strategy How to Approve a Requisition Tracking Unapproved Requisitions Tracking Approved Requisitions Displaying a List of Requisitions

Overview All requisitions will require at least one department level approval Each department will have a designated Level 1 approver; with an alternate approver All items valued over $25,000 requires an executive level approval (UAMS CFO)

Special Approvals Asset items will require approval from Property Services Radiological items will require approval from Office of Health and Safety Cell phone items will require approval from Telecom

Type of Release Strategies A – $0 to $1000 requires a level 1 approval > $1000 requires a level 2 approval B - $0 to $5000 requires a level 1 approval > $5000 requires a level 2 approval  C - $0 to $25,000 requires a level 1 approval  All items over $25,000 require an executive level approval (UAMS CFO)

How to Approve a Requisition

Tracking Unapproved Requisitions

Tracking Approved Requisitions

Display a List of Requisitions

Changes to the Requisitions Process Use Department name in the Requisitioners field Use the Buyers name in the Purchasing Group field (once all departments have been moved to the new process)

Questions