1. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 1 Requisition Approval Orientation FMS 8.8 5/19/05 John Speros, Procurement

2. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 2 Agenda  What’s New in 8.8  Review of Current Approvals  Creating 8.8 Requisitions  Basic 8.8 Approvals  Advanced 8.8 Approval Topics  Manage Requisitions  Approver Training Materials

3. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 3 What’s new in 8.8

4. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 4 What’s New in 8.8  We will be using native PeopleSoft 8.8  Complete requisition information is now available  You can add additional reviewers & approvers  Real-Time Access to Requisition Status (requisition cycle)  BLIS portal approvals

5. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 5 Review of Current Approvals

6. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 6 Review of Current Approvals Email arrives in Mozilla mail inbox The Email shows “Approval Required” in the subject area.

7. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 7 Review of Current Approvals Email text Hyperlink to approval page

8. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 8 Review of Current Approvals Approval Review Page List of requisitions for approval

9. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 9 Creating 8.8 Requisitions

10. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 10 Creating 8.8 Requisitions

11. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 11 Creating 8.8 Requisitions

12. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 12 Creating 8.8 Requisitions

13. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 13 Creating 8.8 Requisitions

14. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 14 Creating 8.8 Requisitions

15. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 15 Creating 8.8 Requisitions

16. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 16 Creating 8.8 Requisitions

17. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 17 Basic 8.8 Approvals

18. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 18 8.8 Approvals Email arrives in Mozilla mail inbox The Email shows “Approval is Requested” in the subject area.

19. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 19 8.8 Approvals Email text Hyperlink to approval page

20. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 20 8.8 Approvals PeopleSoft 8.8 login

21. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 21 8.8 Approvals Click Approve or Deny

22. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 22 Advanced 8.8 Approval Topics

23. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 23 Advanced8.8 Approval Topics Requisition Details

24. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 24 Advanced 8.8 Approval Topics Click the + to add a new Approvers or Reviewer Add another Approver or Reviewer

25. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 25 Advanced 8.8 Approval Topics Add another Approver or Reviewer

26. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 26 Advanced 8.8 Approval Topics Add another Approver or Reviewer

27. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 27 Advanced 8.8 Approval Topics View All Approvals

28. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 28 Advanced 8.8 Approval Topics View All Approvals

29. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 29 Advanced 8.8 Approval Topics Complex Approvals

30. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 30 Advanced 8.8 Approval Topics BLIS Approval

31. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 31 Manage Requisitions

32. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 32 Manage Requisitions Navigation

33. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 33 Manage Requisitions

34. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 34 Manage Requisitions Requisition Cycle

35. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 35 Approver Training Materials

36. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 36 Approver Training Materials  Visit PRP FMS 8.8 page for Quick Reference Guide User Productivity Kit link This presentation  PRP Help Line x7774

37. OFFICE OF THE CHIEF FINANCIAL OFFICER CFO - Procurement 37 Further Information More information is at: http://www.lbl.gov/Workplace/CFO/fpt/index.html & http://procurement.lbl.gov/PRP/FMS88.htm