Transcript PowerPoint Slides

Workflow with ePro and
Purchasing
Presented by:
Shelly Parker, West Georgia
Sheryl Lewis, Georgia Southern
georgia summit
University System of Georgi a
ePro Workflow
• Stage 1-Department and Project Approval
req lines are routed to Dept ID on req line
As a part of this workflow, custom dept
approver allows the capability to notify
numerous but only require one to approve
• Stage 2-Fund Approvals
req lines are routed to Fund Code (20000,
16000, 60000)
georgia summit
University System of Georgi a
Continued
• Stage 3-Amount Approval
req lines are routed based upon the
monetary value
• Stage 4- Item Type Based Approvals (Asset,
Audio Visual, Chemical, etc..)
• Stage 4- First Path-Asset Approver
req lines are routed when account
between 800000 and 899999 or equals 743200
or 744200
georgia summit
University System of Georgi a
Continued
• Stage 4- Second Path-Audio Visual Approver
NIGP listing
• Stage 4 – Third Path- Chemical Approver
NIGP listing
• Stage 4 – 4th Path- Facilities Planning and
Design – NIGP listing
• Stage 4- 5th Path- IT Approver
NIGP listing
georgia summit
University System of Georgi a
Continued
• Stage 4- 6th Path-University Relations
Approver – NIGP listing
• Stage 4- 7th Path- Default Approver
When invalid NIGP is used –Routes to
Buyer approval
• Stage 4- 8th Path- Furniture Approver
NIGP listing
• Stage 4- 9th Path – Human Resource Approver
NIGP listing
georgia summit
University System of Georgi a
Continued
• Stage 4-10th Path-Pharmaceutical Drug
Approver – NIGP listing
• Stage 4-11th Path- Budget Reference Approver
Bud Ref does not equal the fiscal year will
route to Bud Ref approver
• Stage 5- Buyer Approver
All reqs are routed prior to budget
checking and dispatching(GFM)/creation
(Special Requests)
georgia summit
University System of Georgi a
Escalation/Re-assigning
Reqs which have not been approved based upon your
institution’s required timeline, will be escalated to the
ePro Admin for re-assignment.
Re-assigning is available thru the following path
Main Menu>Enterprise
Components>Approvals>Approvals>Monitor Approvals
Hint: all criteria must be keyed entirely and correct for
re-assignment
Approvers view these in their worklist to approve/deny
georgia summit
University System of Georgi a
Overview
The following are options:
Workflow stages
Number of approvers to receive notification
Number of approvers signing off
georgia summit
University System of Georgi a
georgia summit
University System of Georgi a