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Requisition Approval Orientation. FMS 8.8 5/19/05 John Speros, Procurement. Agenda. What’s New in 8.8 Review of Current Approvals Creating 8.8 Requisitions Basic 8.8 Approvals Advanced 8.8 Approval Topics Manage Requisitions Approver Training Materials. What’s new in 8.8. - PowerPoint PPT Presentation
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1OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Requisition Approval Orientation
FMS 8.85/19/05
John Speros, Procurement
2OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Agenda
What’s New in 8.8 Review of Current Approvals Creating 8.8 Requisitions Basic 8.8 Approvals Advanced 8.8 Approval Topics Manage Requisitions Approver Training Materials
3OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
What’s new in 8.8
4OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
What’s New in 8.8
We will be using native PeopleSoft 8.8 Complete requisition information is now
available You can add additional reviewers &
approvers Real-Time Access to Requisition Status
(requisition cycle) BLIS portal approvals
5OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Review of Current Approvals
6OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Review of Current ApprovalsEmail arrives in Mozilla mail inbox
The Email shows “Approval Required” in the subject area.
7OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Review of Current ApprovalsEmail text
Hyperlink to approval page
8OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Review of Current ApprovalsApproval Review Page
List of requisitions for approval
9OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Creating 8.8 Requisitions
10OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Creating 8.8 Requisitions
11OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Creating 8.8 Requisitions
12OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Creating 8.8 Requisitions
13OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Creating 8.8 Requisitions
14OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Creating 8.8 Requisitions
15OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Creating 8.8 Requisitions
16OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Creating 8.8 Requisitions
17OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Basic 8.8 Approvals
18OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
8.8 ApprovalsEmail arrives in Mozilla mail inbox
The Email shows “Approval is Requested” in the subject area.
19OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
8.8 ApprovalsEmail text
Hyperlink to approval page
20OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
8.8 ApprovalsPeopleSoft 8.8 login
21OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
8.8 Approvals
Click Approve or Deny
22OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Advanced 8.8 Approval Topics
23OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Advanced8.8 Approval TopicsRequisition Details
24OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Advanced 8.8 Approval Topics
Click the + to add a new Approvers
or Reviewer
Add another Approver or Reviewer
25OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Advanced 8.8 Approval TopicsAdd another Approver or Reviewer
26OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Advanced 8.8 Approval TopicsAdd another Approver or Reviewer
27OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Advanced 8.8 Approval TopicsView All Approvals
28OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Advanced 8.8 Approval TopicsView All Approvals
29OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Advanced 8.8 Approval TopicsComplex Approvals
30OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Advanced 8.8 Approval TopicsBLIS Approval
31OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Manage Requisitions
32OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Manage RequisitionsNavigation
33OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Manage Requisitions
34OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Manage RequisitionsRequisition Cycle
35OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Approver Training Materials
36OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Approver Training Materials
Visit PRP FMS 8.8 page for Quick Reference Guide User Productivity Kit link This presentation
PRP Help Line x7774
37OFFICE OF THE CHIEF FINANCIAL
OFFICER
CFO - Procurement
Further Information
More information is at:
http://www.lbl.gov/Workplace/CFO/fpt/index.html
&http://procurement.lbl.gov/PRP/FMS88.htm
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