Janice Chancey, Mgr Fin Info Sys & ReportingController’s Division / HS-B221Phone: 721-3288 / Fax: 706-434-7130

Agenda

eProcurement Workflow Process Queries Inquiries

eProcurement

The eProcurement module allows users to enter requisitions into PeopleSoft Financials to request goods and services.

Requisitions are then used to create Purchase Orders that are send to vendors.

The eProcurement module also includes an approval workflow process for a requisition to be approved.

eProcurement WorkflowDepartmentDepartment

ApprovalApproval

(ePro Authorized Signers) Special ItemSpecial Item

ApprovalsApprovals

1.ITSS Approval

2.Lab Animal Approval

3.Radioactive Approval

4.SOM Dean’s AccountAsset MgmtAsset Mgmt

ApprovalApproval

Kevin DoyleMike Holley

ProjectProjectApprovalApproval

(If Grant project &

equipment will be approved by

the SPA accountant)

BuyerBuyerApprovalApproval

(Approved by the Buyer

listed on the Requisition.)

RequisitionRequisition

(ePro Req Entry)

PurchasePurchaseOrderOrder

DepartmentDepartmentApprovalApproval

(ePro Authorized Signers)

Approval Step 1

- To setup departmental approvers, an Authorized Signature Form for Departments needs to be Completed for the department ID.

This form can be found on the Controller’s Division Website under Financial Accounting and Reporting.http://www.mcg.edu/comptroller/finreporting.htm

- Department Approval is routed to an Approver Based on the Department ID that is entered on the CFC on the requisition.

DepartmentDepartmentApprovalApproval

(ePro Authorized Signers)

Approval Step 1

Example of Authorized Signature Form for Departments

Approval Step 2

ProjectProjectApprovalApproval

(If Grant project & equipment will be approved by the SPA accountant)

Approval Step 3

Special Special ItemItem

ApprovalsApprovals

1.ITSS Approval

2.Lab Animal Approval

3.Radioactive Approval

4.SOM Dean’s Account

Approval Step 4

Approval Step 5

Asset MgmtAsset MgmtApprovalApproval

Kevin DoyleMike Holley

BuyerBuyerApprovalApproval

(Approved by the Buyer listed on the

Requisition.)

Query

Queries are a mechanism for retrieving information from a database.

They can be customized by a user to retrieve the data needed.

How to Run a Query

Query Training Documentation is available at: http://www.mcg.edu/peoplesoft/ps_v89_training_docs.htm

AUX Private Queries

Expense i.e., EXPENSE_BOOKSTORE,

EXPENSE_HOUSING, etc. Revenue

i.e., REVENUE_BOOKSTORE, REVENUE_HOUSING, etc.

Depreciation i.e., EXPENSE_DEPRECIATION

Revenue_Bookstore Query

Expense_Bookstore Query

Expense_depreciation

Inquiries

Budget Details Budget Overview

Documentation available at: http://www.mcg.edu/peoplesoft/ps_v89_training_docs.htm

Inquiries

Snap-shot of your budget data online Drill-down to transaction level detail

Vouchers Purchase Orders Requisitions Journals

Helpful Resources

Training Documentation is available at: http://www.mcg.edu/peoplesoft/ps_v89_training_docs.htm eProcurement, Grants, Reports & Inquiries,

Commitment Control and Query UPK Online Training

Based on your security rights Requisitions, Reports, Inquiries & Queries

Where to Go From Here?

Other Training Classes Available Basic Navigation Requisition Training Reports & Inquiries Basic Query

More AUX Specific Training

Questions?