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Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

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Presentation on theme: "Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over."— Presentation transcript:

1 Core-10 Approvers Approvers Role Actions

2 Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over 1 Mil. Budget Check Exceptions Budget Check Sourcing Requisition Reconciliation Workbench DOIT Approval Workflow ITD-10 Workflow from Agency

3 Agency Chartfield Approval DOIT BDD Approval CIO/CTO Approval Over $10,000 ITD Buyer Approval Purchase Order Agency Purchasing Approval Sourcing Approve Deny Edit Comment Approve Deny Pushback Edit Comment Approve Deny Pushback Edit Comment Approve – Moves approval forward in workflow – Notification - Worklist – no Deny – Reinitiates approval process – sends back to requester at agency. Worklist - Generates Pushback – Pushes back to the previous approver. Generates – not in Worklist Edit – DOIT approvers may not edit price or quantities. Comment – Comments may be added by any role without reinitiating the process. +ADHOC Workflow DOIT ITD-10 DOIT ITD-BID Agency Purchasing Approval DOIT BDD Approval CIO/CTO Approval Over $10,000 ITD Buyer Approval ITD CPD Director Approval Convert to Contract ITD CPD Director Approval

4 Worklist Navigation – Finworklist > Worklist

5 FINWorklist Sorted by From

6 Searching your FINWorklist Users can use Ctrl F on your keyboard to search by Requisition IDs or Description.

7 FinWorklist View All Navigation – Finworklist > Worklist

8 View Requisition Details

9 Viewing Attachments Comments Bubble

10 View Attachments

11 Attachment Displays

12 Actions - Adhoc, Approve, Pushback or Deny Adhoc

13 Actions - Adhoc, Approve, Pushback or Deny Approve, Pushback or Deny

14 Pooled Worklists Approval Roles have Multiple Approvers

15 Pooled Worklist Multiple Approvers in a Pooled Worklist

16 Multiple Roles Auto Approval

17 Manage Requisitions Navigation: eProcurement > Manage Requisition

18 Requisition Lifespan

19 Core-10 – Facts 328 Multi-Requesters statewide have ability to create Core-10s ITD-10s & ITD-BIDs have been successfully created. EPM Core-10 Queries – Navigation: EPM Reporting Tools > Query >Query Manager CT_CORE_FIN_CORE10_BU_REQ_DT CT_CORE_FIN_CORE10_BY_FLG_DATE CT_CORE_FIN_CORE10_BY_REQ_NBR CT_CORE_FIN_CORE10_VNDR_REQ_DT

20 Core-10 Questions or Issues Please call the Core-CT Help Desk…


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