process & department set-up how marketplace works roles business units approvals)
TRANSCRIPT
+ Able to buy up to $5,000 with Home Department’s Indexes without further departmental approvals
+ Able to buy up to $2,500 with Home Department’s Indexes without further departmental approvals
+ Able to buy up to $500 with Home Department’s Indexes without further departmental approvals
+ Able to assign Index to cart
Able to shop (place items in cart)Yes
Window Shopper
(coming soon)
Index-InformedShopper
Department Buyer I
Department Buyer II,
III(Under
technical consideration)
Shopper & Buyer Roles
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Department Administrator Role
• Department Administrators:– Each Department assigns its Department Administrator(s)– The Department Administrator is responsible for:
• Maintaining the Department’s roles and Business Units through the “Business Unit Management” system
– An example of a similar role would be DSAs– View-Only Department Administrator roles may also be assigned
• Department Administrators have access to “Business Unit Management” (a tool in Finlink used to set up and edit the Department’s Configuration.)
• Assign/Edit User Roles• Create/Edit Business Units
– Approvers– Accounting Definition of Indexes
3Note: You do not need to enter new employees into the system for them to be able to use Marketplace. All employees are Window Shoppers as soon as they have Single Sign-On.
Business Unit Management
Approvals (Business Units)
• Approvers can approve purchases against certain Index(es).
• They are assigned to Business Units along with the Index(es) for which they can approve.
• There are three dollar levels of approvals within each Business Unit.
1. $0 - $2,499
2. $2,500 - $4,999
3. $5,000 and above
• The Approvers are assigned to different dollar levels.
• It is recommended that back-ups be assigned to each dollar
level, for absences as well as to approve another Approver’s
requisition.
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Note: These are not approval hierarchies with multiple approvers for a requisition. The cart is routed directly to the Approver for that dollar level.
Also Note: Approvers cannot approve their own requisitions. Another Approver will need to do so.
SOLUTION:Business Units associate
Indexes with the people
who can approve for those Indexes.
What are Business Units?
IFIS Chart of Accounts
FinancialLink Projects
Project [Name]
Index
Fund BOrg 1
Index
Fund A
Index
Home (Payroll)Departments
People
BACKGROUND 2: All employees are associated with Home (Payroll) Departments
BACKGROUND 1:All Indexes (accounting information) are associated with:•IFIS Chart of Accounts •FinancialLink
BACKGROUND 3:Currently there is not an association between people and the Indexes they are responsible for
How Does Marketplace Use Business Units to Approve Purchases?
Shopping• Shoppers can select any Index(es) on
campus* when requesting a purchase (“submitting a cart”).
*(with proper authorization)
Approvals• Shoppers’ carts are routed to the
correct Approver (Business Unit) based on the Index used
Shoppers
•Shopper’s Home (Payroll) Departments identified through the log-in process (Single Sign-On)•(Shoppers are NOT associated with Business Units)
Business Units •Indexes and their Approvers
Steps for Setting up your Department
This section is especially recommended for:•Business Officers•Department Coordinators•Department Administrators
How to Fill in the Worksheet:1. Determine Department Identification
and Assign Roles to people
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Home (Payroll)Departments
Note: These roles are associated with their Home Department, NOT Business Units.
• Shoppers• Index Informed Shoppers• Department Buyers I, II or III(The employees without above Shopper roles are Window Shoppers
by default and do not need to be assigned).
• Department Administrators• View and Edit• View only
People
•Decide on the name for the Department (can be different from the official name).•You can add additional payroll codes which roll up into this Department. •The Home Department assigns the following roles to its people:
Department Information and Roles are entered in the Home Department Tab
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• Enter the name for the Department
• Enter any additional payroll codes which roll up into this Department
• Place X’s in the columns to assign the Role(s) to the employees
2. Configure Business Units for Approvals
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The Home Department Configures its Business Units by associating Indexes with their Approvers.
IFIS Chart of Accounts
FinancialLink Projects
Project [Name]
Index
Fund BOrg 1
Index
Fund A
Index
Association is also established between •Business Units and •Home Depts.
The Business Unit Information is entered in the Business Unit tab
Enter the name of the Business Unit
You may add: • Additional tabs for additional
Business Units
• Additional lines for additional Accounting Definitions
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Project [Name]
Index [Project]
Fund BOrg 1
Index A1
Fund A
Index B1
IFIS Chart of Accounts FinancialLink Projects
Methods for Defining Indexes in Business Units
1. Org (Indexes update automaticallyfrom IFIS Chart of Accounts)
2. Fund-Org(Indexes update automatically
from IFIS Chart of Accounts)
4. Indexes(Indexes must be updated
manually through Business Unit Management)
3. Projects(Indexes update automatically
from FinancialLink Projects)
Note: The method chosen affects whether or not the Indexes are updated automatically.
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Implications of Accounting Definitions
In order to avoid duplicate Indexes across Business Units, the Index will belong to a Business Unit based on the following rules:
1. The Business Unit to define the Index at the lowest level (e.g. Index) will own it.• Therefore, a higher definition may not be able to retain all its Indexes
2. The Business Unit to incorporate it first will own it
Delegation of Authority
• If you have been assigned the role of Department Buyer or Business Unit Approver, you have received a re-delegation of authority to release purchase orders directly to suppliers through Marketplace, thereby committing the funds of the Regents of the University of California.
• This re-delegation applies to purchasing activity through the Marketplace site only.
The roles of Department Buyer and Business Unit Approver require a completion of the Delegation of Authority Form and appropriate training.