NCOAUG Training Day Summer 2008 Presentation Approve and Send Your Purchase Order via Possible Configuration Options (11i) Presented by Al Kannan, Cozent LLC

Presentation Content Major Features Features Not Available Configuration Steps Requisition Approval Flow Purchase Order Approval Flow

Major Features Requisitions and Purchase Orders can be approved or rejected via E- Mail Requisitioner/Buyer will get a notification upon approval or rejection Managers can ask for more information via workflow notification Managers can forward the Requisition/Purchase Orders to theirs peers and have them handle the approval Notification By Default will be in HTML format

Major Features.. In Approval Notifications can be handled via Blackberry Device In R12 Purchase Orders can be ed via PDF. PDF is template based, can contain company logo, comes with formatting options Text Attachments will be part of Purchase Order notifications In R12 File Type Attachments on PO Notification is possible. Attachments will be compressed into one zip per and will be part of the attachments

Major Features.. Buyers can get a copy of the Supplier PO Notification upon approval In multiple supplier addresses can be entered with comma separation. R12 this feature is no longer available Text based standard terms and conditions can be part of Supplier PO notification. Each Operating Unit can have its own, requires setup at responsibility level PO Functionality works for Unapproved Blanket Purchase Order Releases. It does not work for automatic approvals

Features not available Notifying Requisitioner upon their Purchase Order Approval feature is yet to be available. (Possible solution has to be at line level due to many to one relationship) In Supplier PO Notification will have same From address for all operating units SMTP server cannot be operating unit specific In Supplier is at Site Level, not at Contact Level

Configuration Steps Create SMTP Account in Microsoft Exchange Server Configure Workflow Notification for inbound and outbound communication Update address for Personal who are part of requisition and purchase order approval hierarchy Update address for each supplier site Setup Profile Options

Create SMTP Account in Microsoft Exchange Server

Configure Workflow Notification for inbound and outbound communication

Update address for Personal who are part of requisition and purchase order approval hierarchy Purchase Super User Responsibility Select Setup->Personnel->Employees

Update address for Personal who are part of requisition and purchase order approval hierarchy...

Sign on to system administrator responsibility and run the following. It is recommended to schedule this request.

Update address for each supplier site

Setup Profile Options

Setup Profile Options...

Requisition Approval Flow Managers Requisition Approval

Requisition Approval Flow... Approve via

Requisition Approval Flow... Notification Sent to Requisitioner

Purchase Order Approval Flow Approve Document Window

Purchase Order Approval Flow... Managers PO Approval

Purchase Order Approval Flow... Approve via

Purchase Order Approval Flow... Notification to the Buyer

Purchase Order Approval Flow... Supplier PO Example

Thank You Question & Answer