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Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing...

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Core-10 Approvers Approvers Role Actions
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Page 1: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

Core-10 Approvers

Approvers Role Actions

Page 2: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

RequisitionAmount

ApprovalChartFieldApproval

PurchasingApproval

PurchaseOrder

2,500

10,000

1 Mil.

Over 1 Mil.

Budget Check

Exceptions

BudgetCheck

Sourcing

Requisition Reconciliation

Workbench

DOIT Approval

Workflow• ITD-10 Workflow from Agency

Page 3: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

Agency ChartfieldApproval

DOIT BDDApproval

CIO/CTOApproval

Over $10,000

ITD BuyerApproval

PurchaseOrder

Agency Purchasing

ApprovalSourcing

ApproveDenyEditComment

ApproveDenyPushbackEditComment

ApproveDenyPushbackEditComment

Approve – Moves approval forward in workflow – Notification - Worklist – no email

Deny – Reinitiates approval process – sends back to requester at agency. Worklist - Generates email

Pushback – Pushes back to the previous approver. Generates email – not in Worklist

Edit – DOIT approvers may not edit price or quantities.

Comment – Comments may be added by any role without reinitiating the process.

+ADHOC +ADHOC +ADHOC

Workflow• DOIT ITD-10

• DOIT ITD-BID

Agency Purchasing

Approval

DOIT BDDApproval

CIO/CTOApproval

Over $10,000

ITD BuyerApproval

ITD CPD Director Approval

Convert to Contract

ITD CPD DirectorApproval

Page 4: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

Worklist

• Navigation – Finworklist > Worklist

Page 5: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

FINWorklist

• Sorted by From

Page 6: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

Searching your FINWorklist• Users can use Ctrl F on your keyboard to search by Requisition IDs or Description.

Page 7: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

FinWorklistView All

Navigation – Finworklist > Worklist

Page 8: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

View Requisition Details

Page 9: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

Viewing Attachments• Comments Bubble

Page 10: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

View Attachments

Page 11: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

Attachment Displays

Page 12: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

Actions - Adhoc, Approve, Pushback or Deny • Adhoc

Page 13: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

Actions - Adhoc, Approve, Pushback or Deny

• Approve, Pushback or Deny

Page 14: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

Pooled Worklists• Approval Roles have Multiple Approvers

Page 15: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

Pooled Worklist• Multiple Approvers in a Pooled Worklist

Page 16: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

Multiple Roles • Auto Approval

Page 17: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

Manage Requisitions• Navigation: eProcurement > Manage Requisition

Page 18: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

Requisition Lifespan

Page 19: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

Core-10 – Facts

328 Multi-Requesters statewide have ability to create Core-10s.

1363 ITD-10s & ITD-BIDs have been successfully created.

EPM Core-10 Queries – Navigation: EPM Reporting Tools > Query >Query Manager

CT_CORE_FIN_CORE10_BU_REQ_DT CT_CORE_FIN_CORE10_BY_FLG_DATE CT_CORE_FIN_CORE10_BY_REQ_NBR CT_CORE_FIN_CORE10_VNDR_REQ_DT

Page 20: Core-10 Approvers Approvers Role Actions. Requisition Amount Approval ChartField Approval Purchasing Approval Purchase Order 2,500 10,000 1 Mil. Over.

Core-10

Questions or IssuesPlease call theCore-CT Help Desk…

622-2300


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