cistech electronic requisition approval denise luther senior consultant, technical services

CISTECH Electronic Requisition Approval

Denise LutherDenise LutherSenior Consultant, Technical ServicesSenior Consultant, Technical Services

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.

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

• 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

E-Req in the IDF

Customize These

E-Req in the IDF

Customize These Customize XA

E-Req in the IDF

Requestor/Approvers

• Set Limits by Type– Inventory, Non-Inventory and Capital Projects

Requestor BOYERJ Limits and Approver

Requestor/Approvers

Requestor/Approvers

Requestor LUTHERD Limits and Approver

Requestor/Approvers

Requestor MCCORMICKB Limits – Catch All

Watchers

Receive authorization notification for Dept (Unit) Range

Request for authorization email

Authorization email

Configure Control File

Requsitions

Requsitions – Custom

Watchers are notified

E-Req

Any questions before proceeding to technical setup?

Integrator Setup

• Requisition object– Customize attributes

• userFieldText40 Approving 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 Logic Status codes must be used in order– Discrete Domain

Requistion Status List

Attributes

• Reference Capital Project Number– If not blank, authorization process will

use the limit for capital projects for the requestor

• Required entry attributes– Unit – Nature– Extended Amount

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

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

Transaction object (requires EI)

T.O. attributes

T.O. Action Attribute

T.O. Current user default

T.O. User exits

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

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

Questions???

Thank You

Denise.Luther@cistech.netDenise.Luther@cistech.net