epro fast template training august 20, 2007 september 10, 2007

ePro FAST Template Training

August 20, 2007

September 10, 2007

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Add connection: PROD PS8.8 FAB - ePro

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Click on: Page 2

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Assign Privilege

Prod PS8.8 FAB - eProThe scrollable display block below shows all available privileges for this connection.

If the user has any of the privileges, there will be a check

mark next to it and date assigned.

To request a new privilege for a user, click on the left most box next to the desired privilege and an 'A' will appear in this box.

To request removal of an existing privilege from a userclick on the left most box next to the desired privilege and an 'R' will appear in this box.

For information on an privilege click on its description.

(you’ll see below message pop up)

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Assign Privilege (continued)

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After assigning privilege, scroll down to the Request Information section:

Enter Chart Field Information for inquiry access:(list dept. numbers individually, add rows as necessary)

ALL Department Access: _______ ______ ______ ______

OR

Department/Program Access: ______/______ ______/______

Account level access - please select at least one:__ Expenses __ Balance Sheet***************************************************************

NOTE: Full 5 digit Dept. Number is required; Programs can be partially identified (ie. 203%)

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Enter User Information: (always fill this section out)

***************************************************************This request is for one individual only, enter a separate FAST request for each requester or approver.***************************************************************User Information: (All fields required)Name:________________Department Name: ______________Building:______________Room Number:______________Phone:______________Fax:______________Email:______________

Default Chart Fields (Optional)Fund _ _ Department _ _ _ _ _ Program _ _ _ _ _

IS THIS USER A REQUESTOR ONLY?Yes_____ No______If yes, the request information section is complete, please verify privilege is selected.

If no, continue.

Default Chart Fields: Pertains to online requisition entry only. A requestor can default one, two, or all three of the chart fields. If defaults are used they will appear on all requisitions entered by this requester, they can be over keyed.

Yes – user will only ENTER requisitions with no approval rights. FAST request is complete, click OK.

No – user will be responsible for approving requisitions and can also enter. Continue on with FAST request

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Primary Approver: (fill out this section if all requisitions charging the indicated department program combinations must be approved by this user)

IS THIS USER A PRIMARY APPROVER?Yes_____ No______If yes, complete the primary requisition approver request section.

If no, complete the backup approver request section.

Primary Requisition Approver

Definition: ALL REQUISITIONS CHARGING THE INDICATED DEPARTMENT PROGRAM COMBINATIONS MUST BE APPROVED BY THIS USER.

Note: If multiple approvers are entered for the same department/program combination, all must approve requisition(s) prior to a purchase order being issued.-------------------------------------------------PRIMARY APPROVER SECTIONDepartment/Program Combination Authorized to Approve:Department Number Program Code(List department numbers individually, insert lines as needed) _________ / ____________ _________ / ____________ _________ / ____________

(Note: if authorized to approve all programs for a department then enter a % for the program code. Ex: 31007 / %)

When a specific program code is indicated you must assign a 'catch-all' approver for all other programs under that department. Which will require a separateFAST request.

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Backup Approver: (assign at least one backup approver, different than the primary approver)

YOU MUST ASSIGN A BACKUP APPROVER FOR YOUR DEPARTMENT IS THIS USER A BACKUP APPROVER?Yes________ NO_________

If yes, complete the backup approver section.If no, ensure that at least one FAST request has been submitted for a backup approver------------------------------------------------BACKUP APPROVER SECTION

Definition: Each department is required to have at least one backup approver for coverage during the primary approver(s) absence. This allows requisitions to be re-assigned and processed in a timely fashion.

Department/Program Combination Authorized to Approve: Department Number Program Code (List department numbers individually, insert rows as needed)

-------------------- / ----------------------

-------------------- / ----------------------

------------------- / ----------------------(Note: if authorized to be a backup for all programs in a department then enter a % for the program code. Ex: 31007 / %)

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EXAMPLE 1: One approver for ALL programs and one backup for ALL programs Dept Id: Program Code User ID User Name Approval Required 31012 % KHARTELI Kathy Hartelius “Y” 31012 % MACUSANO Mike Cusano “N” % - is a value that represents all programs.

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EXAMPLE 2: One approver for multiple SPECIFIC Program Codes, one approver for ALL remaining Program codes and one backup approver for ALL Program codes Dept Id: Program Code User ID User Name Approval Required 31012 00001 KHARTELI Kathy Hartelius “Y” 31012 20078 KHARTELI Kathy Hartelius “Y” 31012 ALL REMAINING MACUSANO Mike Cusano “Y” 31012 % RFHARTLE Robert Hartley “N” ** Anytime a department assigns an individual to approve a specific program code, you must also assign a “catch-all” approver for all other programs under that department **

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EXAMPLE 3: Two approvers for a specific Program Code, one approver for ALL REMAINING Program codes and one backup approver for ALL Program codes. Dept Id: Program Code User ID User Name Approval Required 31012 00001 KHARTELI Kathy Hartelius “Y” 31012 00001 MELINDSE Maureen Lindsey “Y” 31012 ALL REMAINING MACUSANO Mike Cusano “Y” 31012 % RFHARTLE Robert Hartley “N” “Y” Approval indicator requires that both Kathy and Maureen approve.

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EXAMPLE 4: Multiple approvers for multiple specific Program codes, one approver for ALL Program codes beginning with 207, one approver for ALL remaining Program codes and one backup approver for ALL Program codes Dept Id: Program Code User ID User Name Approval Required 31012 00001 KHARTELI Kathy Hartelius “Y” 31012 00002 KACHARMI Kim Charima “Y” 31012 207% MELINDSE Maureen Lindsey “Y” 31012 ALL REMAINING MACUSANO Mike Cusano “Y” 31012 % RFHARTLE Robert Hartley “N” 207% represents all programs that BEGIN with “207”xx. Or you could use 2% which would represent all programs that BEGIN with “2”xxxx.

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QUESTIONS?

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• For information on eProcurement – http://purchasing.syr.edu

– Click on eProcurement

• Contacts: Sue Joyner x2500 sejoyner@syr.edu

Laura Lawson x1148 lelawson@syr.edu