cistech electronic requisition approval denise luther senior consultant, technical services
TRANSCRIPT
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CISTECH Electronic Requisition Approval
Denise LutherDenise LutherSenior Consultant, Technical ServicesSenior Consultant, Technical Services
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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.
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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
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• 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
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E-Req in the IDF
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Customize These
E-Req in the IDF
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Customize These Customize XA
E-Req in the IDF
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Requestor/Approvers
• Set Limits by Type– Inventory, Non-Inventory and Capital Projects
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Requestor BOYERJ Limits and Approver
Requestor/Approvers
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Requestor/Approvers
Requestor LUTHERD Limits and Approver
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Requestor/Approvers
Requestor MCCORMICKB Limits – Catch All
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Watchers
Receive authorization notification for Dept (Unit) Range
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Request for authorization email
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Authorization email
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Configure Control File
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Requsitions
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Requsitions – Custom
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Watchers are notified
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E-Req
Any questions before proceeding to technical setup?
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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
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Requistion Status List
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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
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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
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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
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Transaction object (requires EI)
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T.O. attributes
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T.O. Action Attribute
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T.O. Current user default
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T.O. User exits
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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
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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