CISTECH Electronic Requisition Approval Denise Luther Senior Consultant, Technical Services

E-Req Benefits Provides managers with real-time requisition notification and electronic approvals. – Automatic routing of purchase requests to managers via while communicating the approval status to the requester and the buyer.

E-Req Benefits Improves the timeliness, accuracy, and efficiency of communications between requesters, buyers and managers, which results in: – Shorter cycle time in requisition approval process Reduced paperwork and administration costs – Improved visibility of Requisition/PO approval status

Improves the timeliness, accuracy, and efficiency of communications between requesters, buyers and managers, which results in: – Decreased expediting costs due to delays in approvals – Improved uptime through visibility of direct material and/or machine part approval E-Req Benefits

E-Req in the IDF

Customize These E-Req in the IDF

Customize These Customize XA E-Req in the IDF

Requestor/Approvers Set Limits by Type – Inventory, Non-Inventory and Capital Projects

Requestor BOYERJ Limits and Approver Requestor/Approvers

Requestor LUTHERD Limits and Approver

Requestor/Approvers Requestor MCCORMICKB Limits – Catch All

Watchers Receive authorization notification for Dept (Unit) Range

Request for authorization

Authorization

Configure Control File

Requsitions

Requsitions – Custom

Watchers are notified

E-Req Any questions before proceeding to technical setup?

Integrator Setup Requisition object – Customize attributes userFieldText40Approving users – Custom Logic edit – Requestor must be in Approver file userFieldDate 1 Approving Date – Custom Logic edit – Not maintainable from client userFieldSwitchA Requisition status – Custom LogicStatus codes must be used in order – Discrete Domain

Requistion Status List

Attributes ReferenceCapital Project Number – If not blank, authorization process will use the limit for capital projects for the requestor Required entry attributes – Unit – Nature – Extended Amount

User Exit Code User exit code – N program – Edit Buffer Custom Logic edits – O program – Process Buffer Logic to Approve, Authorize; delivery Check Requisitioner’s Limits by Type – If Authorization Limit high enough, Set status to Authorize to Buy Set Authorized User ID Deliver authorized to watchers

User Exit Code O program – Process Buffer Check Requisitioner’s Limits by Type – If Authorization Limit is NOT high enough, Set status to Approved, not authorized Deliver request for authorization to approver Set approval user id to Requester/Approver

Transaction object (requires EI)

T.O. attributes

T.O. Action Attribute

T.O. Current user default

T.O. User exits

T.O. user exit logic User exit code – O program – Process Buffer Approval selection, Same logic to check authorization limit – Update attributes – notification Reject selection will only update attributes – No notify

Approve/Reject Outside XA This solution uses a CGI program to run the approve/reject logic outside of PowerLink from the CGI program contains approve/reject logic, provides immediate communication when user is not near their desktop

Questions??? Thank