core-10 approvers
DESCRIPTION
Core-10 Approvers. Approvers Role Actions. Budget Check. Sourcing. Purchase Order. Requisition. Amount Approval. ChartField Approval. Purchasing Approval. 2,500. 10,000. Budget Check Exceptions. 1 Mil. Over 1 Mil. Requisition Reconciliation Workbench. Workflow. - PowerPoint PPT PresentationTRANSCRIPT
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Core-10 ApproversApprovers Role Actions
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Requisition AmountApproval
ChartFieldApproval
PurchasingApproval
PurchaseOrder
2,500
10,000
1 Mil.
Over 1 Mil.
Budget Check
Exceptions
BudgetCheck Sourcing
Requisition Reconciliation
Workbench
DOIT Approval
Workflow• ITD-10 Workflow from Agency
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Agency ChartfieldApproval
DOIT BDDApproval
CIO/CTOApproval
Over $10,000
ITD BuyerApproval Purchase
Order
Agency Purchasing
Approval Sourcing
ApproveDenyEditComment
ApproveDenyPushbackEditComment
ApproveDenyPushbackEditComment
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 +ADHOC +ADHOC
Workflow• DOIT ITD-10
• DOIT ITD-BID
Agency Purchasing
Approval
DOIT BDDApproval
CIO/CTOApproval
Over $10,000
ITD BuyerApproval
ITD CPD Director Approval
Convert to Contract
ITD CPD DirectorApproval
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Worklist• Navigation – Finworklist > Worklist
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FINWorklist
• Sorted by From
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Searching your FINWorklist• Users can use Ctrl F on your keyboard to search by Requisition IDs or Description.
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FinWorklistView All Navigation – Finworklist > Worklist
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View Requisition Details
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Viewing Attachments• Comments Bubble
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View Attachments
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Attachment Displays
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Actions - Adhoc, Approve, Pushback or Deny • Adhoc
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Actions - Adhoc, Approve, Pushback or Deny
• Approve, Pushback or Deny
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Pooled Worklists• Approval Roles have Multiple Approvers
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Pooled Worklist• Multiple Approvers in a Pooled Worklist
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Multiple Roles • Auto Approval
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Manage Requisitions• Navigation: eProcurement > Manage Requisition
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Requisition Lifespan
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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
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Core-10
Questions or IssuesPlease call theCore-CT Help Desk…
622-2300