Presentation is loading. Please wait.

Presentation is loading. Please wait.

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

Published byDashawn Eastwood Modified over 3 years ago

Similar presentations

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 email Deny – Reinitiates approval process – sends back to requester at agency. Worklist - Generates email Pushback – Pushes back to the previous approver. Generates email – 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. 1363 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… 622-2300

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

Similar presentations

Introducing the CORE-10. Benefits of moving functionality to CORE-CT – One System for Agency Users No more dual entry. Standardized Processes – DAS and.

Introducing the CORE-10. Benefits of moving functionality to CORE-CT – One System for Agency Users No more dual entry. Standardized Processes – DAS and.
PS 9.2 UPGRADE Purchasing 1 OUHSC - PeopleSoft Financials Upgrade 9.2 - May 2014.

PS 9.2 UPGRADE Purchasing 1 OUHSC - PeopleSoft Financials Upgrade May 2014.
EProcurement Kathleen Bonola

EProcurement Kathleen Bonola
Requisition Process Procurement Services Laurie Krauel Updated 4.5.12.

Requisition Process Procurement Services Laurie Krauel Updated
GeorgiaFIRST Financials PeopleSoft 9

GeorgiaFIRST Financials PeopleSoft 9
Terms Workflow – Automated method for routing of transactions (requisitions, purchase orders, vouchers) for approvals. User – Single person set up in the.

Terms Workflow – Automated method for routing of transactions (requisitions, purchase orders, vouchers) for approvals. User – Single person set up in the.
1 Purchasing Year End Presented by Donnita Thomas Revised April 19, 2012.

1 Purchasing Year End Presented by Donnita Thomas Revised April 19, 2012.
Core-CT Procurement Contracts Training Sponsored by: Office of Policy and Management.

Core-CT Procurement Contracts Training Sponsored by: Office of Policy and Management.
Statewide Financial System Program 1 Purchasing Refresher Training Purchasing Welcome.

Statewide Financial System Program 1 Purchasing Refresher Training Purchasing Welcome.
Introduction to ePro and the GeorgiaFIRST Marketplace 1© 2011 Board of Regents of the University System of Georgia. All Rights Reserved.

Introduction to ePro and the GeorgiaFIRST Marketplace 1© 2011 Board of Regents of the University System of Georgia. All Rights Reserved.
Introduction to Accounts Payable State of Indiana Instructor: Sarah LaCour 2-3-2014.

Introduction to Accounts Payable State of Indiana Instructor: Sarah LaCour
1 Purchasing Year End Presented by Donnita Thomas Revised June 23, 2011.

1 Purchasing Year End Presented by Donnita Thomas Revised June 23, 2011.
MyFloridaMarketPlace Receiving Made Simple Commodities and Services Job Aid.

MyFloridaMarketPlace Receiving Made Simple Commodities and Services Job Aid.
To begin a Requisition: 1.Click Main Menu 2.Click eProcurement 3.Click Create Requisition Enter a Requisition Name Select step 2: Add Items and Services.

To begin a Requisition: 1.Click Main Menu 2.Click eProcurement 3.Click Create Requisition Enter a Requisition Name Select step 2: Add Items and Services.
Janice Chancey, Mgr Fin Info Sys & Reporting Controller’s Division / HS-B221 Phone: 721-3288 / Fax: 706-434-7130.

Janice Chancey, Mgr Fin Info Sys & Reporting Controller’s Division / HS-B221 Phone: / Fax:
PeopleSoft Enterprise SRM Purchasing: Overview, 9.0 Update, and Beyond 9.0 Alexandra (Haytcher) Dhillon, Earnest Ivie PeopleSoft Enterprise SRM Product.

PeopleSoft Enterprise SRM Purchasing: Overview, 9.0 Update, and Beyond 9.0 Alexandra (Haytcher) Dhillon, Earnest Ivie PeopleSoft Enterprise SRM Product.
To begin a Requisition: 1.Click Main Menu 2.Click eProcurement 3.Click Create Requisition Enter a Requisition Name Select step 2: Add Items and Services.

To begin a Requisition: 1.Click Main Menu 2.Click eProcurement 3.Click Create Requisition Enter a Requisition Name Select step 2: Add Items and Services.
Statewide Financial System Program 1 Commitment Control (KK): Refresher Training Key Points Commitment Control (KK): Refresher Training Key Points Welcome.

Statewide Financial System Program 1 Commitment Control (KK): Refresher Training Key Points Commitment Control (KK): Refresher Training Key Points Welcome.
Statewide Financial System Program 1 Commitment Control (KK): Refresher Training Key Points Commitment Control (KK): Refresher Training Key Points Welcome.

Statewide Financial System Program 1 Commitment Control (KK): Refresher Training Key Points Commitment Control (KK): Refresher Training Key Points Welcome.
To begin a Requisition: 1.Click Main Menu 2.Click eProcurement 3.Click Create Requisition Enter a Requisition Name Select step 2: Add Items and Services.

To begin a Requisition: 1.Click Main Menu 2.Click eProcurement 3.Click Create Requisition Enter a Requisition Name Select step 2: Add Items and Services.

Similar presentations

Ads by Google