1OFFICE OF THE CHIEF FINANCIAL

OFFICER

CFO - Procurement

Requisition Approval Orientation

FMS 8.85/19/05

John Speros, Procurement

2OFFICE OF THE CHIEF FINANCIAL

OFFICER

CFO - Procurement

Agenda

What’s New in 8.8 Review of Current Approvals Creating 8.8 Requisitions Basic 8.8 Approvals Advanced 8.8 Approval Topics Manage Requisitions Approver Training Materials

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OFFICER

CFO - Procurement

What’s new in 8.8

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OFFICER

CFO - Procurement

What’s New in 8.8

We will be using native PeopleSoft 8.8 Complete requisition information is now

available You can add additional reviewers &

approvers Real-Time Access to Requisition Status

(requisition cycle) BLIS portal approvals

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OFFICER

CFO - Procurement

Review of Current Approvals

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OFFICER

CFO - Procurement

Review of Current ApprovalsEmail arrives in Mozilla mail inbox

The Email shows “Approval Required” in the subject area.

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OFFICER

CFO - Procurement

Review of Current ApprovalsEmail text

Hyperlink to approval page

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OFFICER

CFO - Procurement

Review of Current ApprovalsApproval Review Page

List of requisitions for approval

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OFFICER

CFO - Procurement

Creating 8.8 Requisitions

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OFFICER

CFO - Procurement

Creating 8.8 Requisitions

11OFFICE OF THE CHIEF FINANCIAL

OFFICER

CFO - Procurement

Creating 8.8 Requisitions

12OFFICE OF THE CHIEF FINANCIAL

OFFICER

CFO - Procurement

Creating 8.8 Requisitions

13OFFICE OF THE CHIEF FINANCIAL

OFFICER

CFO - Procurement

Creating 8.8 Requisitions

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OFFICER

CFO - Procurement

Creating 8.8 Requisitions

15OFFICE OF THE CHIEF FINANCIAL

OFFICER

CFO - Procurement

Creating 8.8 Requisitions

16OFFICE OF THE CHIEF FINANCIAL

OFFICER

CFO - Procurement

Creating 8.8 Requisitions

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OFFICER

CFO - Procurement

Basic 8.8 Approvals

18OFFICE OF THE CHIEF FINANCIAL

OFFICER

CFO - Procurement

8.8 ApprovalsEmail arrives in Mozilla mail inbox

The Email shows “Approval is Requested” in the subject area.

19OFFICE OF THE CHIEF FINANCIAL

OFFICER

CFO - Procurement

8.8 ApprovalsEmail text

Hyperlink to approval page

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OFFICER

CFO - Procurement

8.8 ApprovalsPeopleSoft 8.8 login

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OFFICER

CFO - Procurement

8.8 Approvals

Click Approve or Deny

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OFFICER

CFO - Procurement

Advanced 8.8 Approval Topics

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OFFICER

CFO - Procurement

Advanced8.8 Approval TopicsRequisition Details

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OFFICER

CFO - Procurement

Advanced 8.8 Approval Topics

Click the + to add a new Approvers

or Reviewer

Add another Approver or Reviewer

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OFFICER

CFO - Procurement

Advanced 8.8 Approval TopicsAdd another Approver or Reviewer

26OFFICE OF THE CHIEF FINANCIAL

OFFICER

CFO - Procurement

Advanced 8.8 Approval TopicsAdd another Approver or Reviewer

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OFFICER

CFO - Procurement

Advanced 8.8 Approval TopicsView All Approvals

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OFFICER

CFO - Procurement

Advanced 8.8 Approval TopicsView All Approvals

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OFFICER

CFO - Procurement

Advanced 8.8 Approval TopicsComplex Approvals

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OFFICER

CFO - Procurement

Advanced 8.8 Approval TopicsBLIS Approval

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OFFICER

CFO - Procurement

Manage Requisitions

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OFFICER

CFO - Procurement

Manage RequisitionsNavigation

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OFFICER

CFO - Procurement

Manage Requisitions

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OFFICER

CFO - Procurement

Manage RequisitionsRequisition Cycle

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OFFICER

CFO - Procurement

Approver Training Materials

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OFFICER

CFO - Procurement

Approver Training Materials

Visit PRP FMS 8.8 page for Quick Reference Guide User Productivity Kit link This presentation

PRP Help Line x7774

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OFFICER

CFO - Procurement

Further Information

More information is at:

http://www.lbl.gov/Workplace/CFO/fpt/index.html

&http://procurement.lbl.gov/PRP/FMS88.htm