Prepared by CMSD Office of the Chief Financial Officer - October, OnBase PURCHASE ORDER APPROVALS

Prepared by CMSD Office of the Chief Financial Officer - October, To Begin: Log into Internet Explorer. Log onto the URL as follows: OnBase utilizes the FMS account code restriction file. This file is an annual file that contains your user information. Your userid and every account number in the current fiscal year that you have access to for lookup and purchase order approval is listed in this file. This file is updated frequently and should be up to date every day.

Prepared by CMSD Office of the Chief Financial Officer - October, The OnBase login screen will appear:

Prepared by CMSD Office of the Chief Financial Officer - October, After you log in, the OnBase window will appear:

Prepared by CMSD Office of the Chief Financial Officer - October, You will need to log into the purchase order approval workflow. To log in, go to Document>Workflow. The Workflow window will appear. Go to P2P Purchase Order Approval. You will see several queues in the purchase order approval processing area. You will only see the purchase orders that are waiting for your approval. Select the purchase order approval queue.

Prepared by CMSD Office of the Chief Financial Officer - October, A hit list will appear in the right hand pane. See listing below. Select the purchase order that you will be reviewing and approving.

Prepared by CMSD Office of the Chief Financial Officer - October, The purchase order selected will appear in the lower pane for your review.

Prepared by CMSD Office of the Chief Financial Officer - October, Review this purchase order and if it is to be approved, press the approve button in the lower right hand pane. You also have the ability to DENY the purchase order. The approved purchase order status will be populated in FMS and the FMS purchase order status will be updated. FMS still works as you would expect. To see who approved the purchase order, go to FMS Lookup Programs Purchase Order Lookup. Look at your purchase order and on the FMS header screen, press the F7 key and you will see who approved the purchase order. If a purchase order is approved and the approval list does not have the double A’s next to the user, that is an indication that LEVEL9 was the approver.