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Department Administrator’s Committee

Department Administrator’s Committee. Friday, June 8, 2007. Project Purpose e-Req Informational Update. Create a workflow model for the School of Medicine to facilitate on-line purchasing activity

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Department Administrator’s Committee

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  1. Department Administrator’s Committee Friday, June 8, 2007

  2. Project Purpose e-Req Informational Update • Create a workflow model for the School of Medicine to facilitate on-line purchasing activity • Identify and ensure that the SOM purchase requisition approval workflow and business requirements are met within e-Req / i-Buy to the maximum extent possible

  3. Project Goals • Eliminate the use of paper / facsimile purchase requisitions • Transition the School of Medicine (SOM) purchasing requisitions to e-Req / i-Buy • Minimize the use of Small Dollar Orders and Procurement Card purchases • Collaborate and facilitate the project with the SOM Finance Office

  4. Business Requirements • Identify and quantify the special requisition approval routing for fund groups 15,18, 26, 27, 28 and 55 • Pre-populate e-Req / i-Buy with all SOM requisitioner’s names and workflow group(s) • Reprogram the e-Req / i-Buy approval workflow software to accommodate the SOM • Note #1: e-Req / i-Buy software cannot provide requisition approval at the Org level • Note #2: e-Req/i-Buy software accommodates various dollar level approval thresholds

  5. Approval Workflow • The following slide is the expected workflow. Other options are available and can be configured to comply with your Department’s organizational structure.

  6. Current approval work flow – based on Funds

  7. Approval workflow - capabilities

  8. E-Req / i-Buy Demo

  9. Screen Shot – User Profile

  10. Screen Shot – Workflow Set-up

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