Transcript PeopleSoft Workflow

UTShare Workflow
eProcurement (ePro) Workflow
Accounts Payable (AP) Workflow
What is Workflow?
PeopleSoft Approval Workflow
provides automatic routing functionality
to approve documents in order to:
• Streamline
• Decentralize
• Automate
What documents use Workflow?
• Requisition to Purchase Order
• Non-Purchase Order Voucher
Payment
• Purchase Order Voucher Payment
(DTS only)
Benefits of Workflow
•
•
•
•
Automated Routing
Notification of Pending Approval
Approval at Any Time
Removal of Interim Process
 Interim Requisition Request
 Interim Non-PO Voucher
Routing Functionality
• Approval based on Department
Manager authorized on Cost
Center or Project ID
• Routes through approval stages as
needed
• Routes in multiple funding paths
simultaneously
Requisition to Purchase Order
Requestor
Department
Requestor
Budget
Authority
• Cost Center
• Project(a)
• RSC(b)
Commodity
• LARC 1
• EHSRM 2
• Fleet 3
• Building 4
Foreign
Vendor
ORIC 5
Purchasing
Buyers
LARC – Laboratory Animals Resource Center
EHSRM – Environmental Health Safety and Risk Management
3 Facilities – Fleet Management
4 Facilities – Building Maintenance
5 ORIC – Office of Research Integrity Compliance
1
2
Non-Purchase Order
Voucher Payment
Department
Requestor Requestor
Budget
Authority
• Cost
Center
•Project(a)
•RSC(b)
ORIC1
– Office of Research Integrity Compliance
– Disbursements and Travel Services
1ORIC
2DTS
Foreign
Vendor
DTS
DTS2
Approvers
Multiple Funding Path
Functionality
• Document routes simultaneously for
funding approval
• Each funding source must be approved
before moving to the next routing stage
• If one portion of funding is denied, the
entire document is denied and returned to
requestor
Simultaneous Routing for
Multiple Funding Source
Requestor
(Requisition
or Non-PO
Voucher)
Budget
Authority
Stage Review Step
Budget
Authority
Stage - Result
Step
Cost Center 1
Approved
Cost Center 2
Approved
Project 1
Approved
Project 2
Approved
Next Stage
Document
Created
Document
Moves Forward
Testing
• July through December
• Engage campus in workflow process
• Focus Groups
– e-Pro
– AP Non-PO Voucher
– AP PO Voucher
– Re-test specific Non-PO Voucher
scenarios
Next Steps
• Develop training and training
approach
• Engage Campus
• Go Live – Spring
• Ask for feedback – Post Go
Live
Questions?