psa/pos pre-authorization in the eprocurement module training presentation.pdfpsa/pos...
TRANSCRIPT
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PSA/POS Pre-Authorization in the eProcurement module
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Creating a PSA over $20,000
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Certain Fields Default based on User Profile
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Use the Requisition Name to find Req when searching after it is saved
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85000000 = Health Care Services
Supplier, Category, Buyer, and Unit of Measure are Required fields.
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Depending on your security requests, Chartfields will default but can be edited.
Use the Show All columns icon to see the entire string in one view.
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Certain fields default from Define Requisition page.
Fields with asterisks * are required.
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Add more lines by entering required information again.
If finished, click Checkout
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If the PSA value is over $20,000, the PSA Details link must be completed. A warning will display when saving if it is not.
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Edit as necessary
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Click the Line Comments icon to attach any files
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This warning defaults on every requisition created. Click Save for Later to save work but not forward through approvals
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Note Requisition ID and Approval workflow
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Creating a PSA under $20,000
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Manage Requisitions Page
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Search defaults to previous week, but all search fields are editable.
Find appropriate req, select action, click Go
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Approval Status displays exactly where the req is in the workflow
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Use Manage Requisitions to access requisitions you want to edit.
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Editing a saved req that has already started the approval process may
reinitiate it.
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Reqs can be copied (and then
edited) in any status.
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Click the activated icon to get more information.
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• The req Life Cycle may also be accessed by clicking the arrow to the left of the Req ID
• This is also where Req lines may be cancelled
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Cancel reqs from the Manage Reqs page. The status will change
immediately. Budget check will run also.
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Requisition Approvals
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• The Worklist is available on the Home page
• Click the link of the req to approve. • Worklist columns can be sorted
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• Action is date and time stamped, and sent to the Worklist of the next approver(s).
• Click the Multiple Approvers link to see who has been set up to perform the next approval
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Select the lines, then click View Line Details to see more information on the req
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A new window opens
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Comments must be entered to Pushback or Deny a requisition.
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Pushback sends the req to the previous approver’s Worklist
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Denying a req
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Denying a req sends it back to the Requester who can edit it for re-
submittal or cancel
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Ad-hoc approvers and reviewers may be added wherever a green
plus sign is displayed
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Ad-hoc approvers and reviewers will be notified by email to go to
their Worklist