cistech electronic requisition approval
DESCRIPTION
CISTECH Electronic Requisition Approval. Denise Luther Senior Consultant, Technical Services. E-Req Benefits. Provides managers with real-time requisition notification and electronic approvals. - PowerPoint PPT PresentationTRANSCRIPT
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
