1. CISTECH Electronic Requisition Approval Denise Luther Senior Consultant, Technical Services

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

3. 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

4. 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

5. E-Req in the IDF

6. Customize These E-Req in the IDF

7. Customize These Customize XA E-Req in the IDF

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

9. Requestor BOYERJ Limits and Approver Requestor/Approvers

10. Requestor LUTHERD Limits and Approver

11. Requestor/Approvers Requestor MCCORMICKB Limits – Catch All

12. Watchers Receive authorization notification for Dept (Unit) Range

13. Request for authorization email

14. Authorization email

15. Configure Control File

16. Requsitions

17. Requsitions – Custom

24. Watchers are notified

27. E-Req Any questions before proceeding to technical setup?

28. 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

29. Requistion Status List

30. 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

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

32. 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 email to approver Set approval user id to Requester/Approver

33. Transaction object (requires EI)

34. T.O. attributes

35. T.O. Action Attribute

36. T.O. Current user default

37. T.O. User exits

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

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

40. Questions??? Thank YouDenise.Luther@cistech.net