slide 1 fastfacts feature presentation december 14, 2010 we are using audio during this session, so...
TRANSCRIPT
![Page 1: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/1.jpg)
Slide 1
FastFactsFeature Presentation
December 14, 2010
We are using audio during this session, so please dial in to our conference line…
Phone number: 877-468-2134 Participant code: 182500
© 2010 The Johns Hopkins University. All rights reserved.
![Page 2: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/2.jpg)
Slide 2
Today’s TopicWe’ll be taking a look at…
Shopping Cart Approver Overview
![Page 3: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/3.jpg)
Slide 3
Today’s PresenterAnn HummelInstructional Designer and Shopping Cart Instructor
![Page 4: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/4.jpg)
Slide 4
Session Segments
PresentationAnn will discuss the role and expectations of an approver in Shopping Cart. She will also demonstrate how to approve/reject a cart and how to designate a substitute approver.During Ann’s presentation, your phone will be muted.
Q&AAfter the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. Ann will answer as many of your questions as time allows.
![Page 5: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/5.jpg)
Slide 5
Contact Us
If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: [email protected] can also send us an instant message!
GoogleTalk – [email protected] Instant Messenger – HopkinsFastFactsMSN – [email protected]
![Page 6: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/6.jpg)
Slide 6
How To View Full Screen
![Page 7: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/7.jpg)
Slide 7
Survey
SurveyAt the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.
![Page 8: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/8.jpg)
Slide 8
Shopping Cart Approver Overview
![Page 9: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/9.jpg)
Slide 9
Agenda
Define the role of a shopping cart approverExamine the workflow process behind approvalsDemonstrate the following:
Approve/reject a cartDesignating a substitute approver
![Page 10: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/10.jpg)
Slide 10
Assumptions
You are an employee of JHUYou have the Shopping Cart Approver role
![Page 11: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/11.jpg)
Slide 11
What is the Role of an Approver?
An approver is…An individual with the responsibility and ability to approve or reject such transactions as payments, charges, transfers, purchases, payroll changes.
Approver roles generally also include the name of the type of transaction which can be approved, including the Online Payment Approver and Shopping Cart Approver role.
![Page 12: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/12.jpg)
Slide 12
Importance of an Approver
As an approver, it is your job to…Review each cart and:
Verify that order is allowableVerify that order is allocable
![Page 13: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/13.jpg)
Slide 13
Which Carts Need Approval?
Almost all shopping carts regardless of dollar amount (with the exception of Low Value Purchase Orders – LVPOs) require approval by the person assigned as Approver on the account assignment being charged.
LVPO CAPP, etc.BLPOECPO
![Page 14: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/14.jpg)
Slide 14
Shopping Cart Approval Workflow
Requisitioner submits
shopping cart.
![Page 15: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/15.jpg)
Slide 15
Requisitioner submits
shopping cart.Routed based on account assignment being charged Approver
Shopping Cart Approval Workflow
![Page 16: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/16.jpg)
Slide 16
Requisitioner submits
shopping cart.Routed based on account assignment being charged Approver
Shopping Cart Approval Workflow
What if there is more than one approver?
![Page 17: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/17.jpg)
Slide 17
Approver Y
Approver Z
Approver X
Requisitioner submits
shopping cart.
Shopping Cart Approval Workflow
What if there is more than one approver?
![Page 18: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/18.jpg)
Slide 18
Approver Y
Approver Z
Approver X
Requisitioner submits
shopping cart.
Shopping Cart Approval Workflow
“First one gets it” rule.
![Page 19: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/19.jpg)
Slide 19
Approver Y
Approver Z
Approver X
Requisitioner submits
shopping cart.
Shopping Cart Approval Workflow
“First one gets it” rule. POPO
![Page 20: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/20.jpg)
Slide 20
1010000002Approver
1010000003Approver
1010000001Approver
Requisitioner submits
shopping cart.
Shopping Cart Approval Workflow
What if there is more than one budget number for that cart?
![Page 21: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/21.jpg)
Slide 21
1010000002Approver
1010000003Approver
1010000001Approver
Requisitioner submits
shopping cart.
Shopping Cart Approval Workflow
What if there is more than one budget number for that cart?
![Page 22: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/22.jpg)
Slide 22
1010000002Approver
1010000003Approver
1010000001Approver
Requisitioner submits
shopping cart.
Shopping Cart Approval Workflow
What if there is more than one budget number for that cart?
POPO
![Page 23: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/23.jpg)
Slide 23
Additional Notes
An e‐mail (Groupwise, Outlook, etc.) will be sent to each approver for every request they need to approve.
The SRM/Shopping Cart process involves a separate non‐R/3 SAP Inbox, referred to as the “SRM Inbox on the Shopping Cart Approval tab.
If a user with the Shopping Cart Approver role prepares a shopping cart for a cost center they’re assigned as Approver, a separate approval is not necessary.
![Page 24: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/24.jpg)
Slide 24
Demonstration
Let’s demo a real time order. Your screen might need to be reset to full screen mode once we get into the system.
![Page 25: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/25.jpg)
Slide 25
Conclusion
Defined the role of a shopping cart approverExamined the workflow process behind approvalsDemonstrated the following:
How to approve/reject a cartHow to designate a substitute approver
![Page 26: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/26.jpg)
Slide 26
We’re going to open the phone lines now!
There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.
We’ll be answering questions in the order that we receive them.
We’ll also be answering the questions that were emailed to us during the presentation.
If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants.
Q&A
![Page 27: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/27.jpg)
Slide 27
Thank You!
Thank you for participating!We would love to hear from you.
Are there certain topics that you would like us to cover in future FastFacts sessions?Would you like to be a FastFacts presenter?Please email us at: [email protected]
![Page 28: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:](https://reader036.vdocuments.us/reader036/viewer/2022062618/5514b1e9550346f06e8b624e/html5/thumbnails/28.jpg)
Slide 28
Survey
Before we close, please take the time to complete a short survey.Your feedback will help us as we plan future FastFacts sessions.Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/
Thanks again!