1. Workflow with ePro and Purchasing Presented by: Shelly Parker, West Georgia Sheryl Lewis, Georgia Southern

2. ePro Workflow Stage 1-Department and Project Approval req lines are routed to Dept ID on req line As a part of this workflow, custom dept approver allows the capability to notify numerous but only require one to approve Stage 2-Fund Approvals req lines are routed to Fund Code (20000, 16000, 60000)

3. Continued Stage 3-Amount Approval req lines are routed based upon the monetary value Stage 4- Item Type Based Approvals (Asset, Audio Visual, Chemical, etc..) Stage 4- First Path-Asset Approver req lines are routed when account between 800000 and 899999 or equals 743200 or 744200

4. Continued Stage 4- Second Path-Audio Visual Approver NIGP listing Stage 4 – Third Path- Chemical Approver NIGP listing Stage 4 – 4 th Path- Facilities Planning and Design – NIGP listing Stage 4- 5 th Path- IT Approver NIGP listing

5. Continued Stage 4- 6 th Path-University Relations Approver – NIGP listing Stage 4- 7 th Path- Default Approver When invalid NIGP is used –Routes to Buyer approval Stage 4- 8 th Path- Furniture Approver NIGP listing Stage 4- 9 th Path – Human Resource Approver NIGP listing

6. Continued Stage 4-10 th Path-Pharmaceutical Drug Approver – NIGP listing Stage 4-11 th Path- Budget Reference Approver Bud Ref does not equal the fiscal year will route to Bud Ref approver Stage 5- Buyer Approver All reqs are routed prior to budget checking and dispatching(GFM)/creation (Special Requests)

7. Escalation/Re-assigning Reqs which have not been approved based upon your institution’s required timeline, will be escalated to the ePro Admin for re-assignment. Re-assigning is available thru the following path Main Menu>Enterprise Components>Approvals>Approvals>Monitor Approvals Hint: all criteria must be keyed entirely and correct for re-assignment Approvers view these in their worklist to approve/deny

8. Overview The following are options: Workflow stages Number of approvers to receive notification Number of approvers signing off