Financial Supply Chain ManagementApprovers: eProcurement Requisitions

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Course Summary This course will provide an overview of eProcurement requisitions for an approver.

Audience: Approvers for purchasing through eProcurement

Training Material PowerPoint and Job Aids

Trainer/Contact: MDConnect@mdc.edu

Version Date: March 02, 2016

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Classroom Guidelines

Complete training sign-in

Silence cell phones

Complete post-training evaluation

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Upon completion of this Learning Module, you should be able to:

• Approve transactions using worklists

Approvers: eProcurement Requisitions Agenda

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• Requisition Types – Multiple BO, SC, PO• Difficulty finding the correct GL code

associated with the item that you are purchasing

• Print all documents• Call Purchasing for assistance on entering a

requisition or with help on requisitions

• Requisitions will only have 2 types. 1. Standard 2. Amount Only (BO & SC)

• Account (GL Code) is tied to an item category• Ability to attach documents to requisition to

upload receipts• Scans, pics, docs, quotes

• Purchasing staff will not have access to the Requester pages. You will have to call the Trainer listed for your campus for any support needed

Current Process in Odyssey New Process in PeopleSoft MDConnect

Key Process Changes and Impacts

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Workflow

Requisition Approver 3 ($15,000.00 and above)

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MDC Policy

All purchases will become a requisition.

Includes, but is not limited to any purchase of equipment regardless of cost Any purchase from a supplier regardless of cost Any computer-related equipment, software, or any audiovisual equipment

requiring approval of CCIO (Campus Chief Information Officer Any Agreement for Services Any annual service contracts for equipment; or software maintenance

contracts Requisitions need to be processed prior to making a purchase

Note: Unauthorized purchases will be directed to your Campus President / Director for Administration / Business Affairs.

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Logging Into MDConnect

You can log into the training database which is a close replica until go-live.1. User ID: Your current User ID2. Password: Your current 15 digits PasswordNOTE: At go-live a MDConnect Portal production link will be available

Portal UAT Internal https://mymdportaltest.oracleoutsourcing.com/psp/TMYMDP/?cmd=loginPortal UAT External https://mymdportalpubtest.oracleoutsourcing.com/psp/TMYMDP/?cmd=login

You have successfully logged in if you see this header:

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Managing Requisition as an Approver using Worklist

Navigation: Main Menu > Financials > Worklist > Worklist

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After selecting the requisition for approval from the Worklist, this screen will appear and provide the actual requisition details.

Managing Requisition as an Approver using Worklist continued

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Once the requisition has been approved you will see the confirmation details. If there are additional approvers they will be documented on this page.

Managing Requisition as an Approver using Worklist continued

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Consider this scenario: You need to access your Worklist and approve any pending transactions.

Reference Approving Transactions through Worklist.

Practice Exercise

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MDConnect Website is the central location where you can find training material and other resources.Navigate to: MDConnect.mdc.edu > Training

ONLINE TRAINING - USER PRODUCTIVITY KIT (UPK)• UPK is a tool provided by PeopleSoft which provides step-by-step instructions

on creating and entering transactions in MDConnect• You may access the UPK library here:

– https://mymdupk.oracleoutsourcing.com/UPK/data/toc.htmlNOTE: Processes will be listed, please click the plus sign to expand the topic.There are several different ways to see a process:

MDConnect Help

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On your campus, contact your supervisor or Change Ambassador.

Additional Help

For additional technical supportcontact the District IT Help Desk at 305-237-9999

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For more information about MDConnect visit our website:

MDConnect.mdc.edu or email us at:

MDConnect@mdc.edu

MDConnect OCM TeamIvette Ricelli, Eddy Martinez, Cindy Lau Evans, Jaime

Landauer, Gaby Leon, Mayra Morales

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Click on the link or copy/paste the URL below into an internet browser and complete the following course evaluation.

Learning Day Requestor Evaluation:http://ittybittyurl.com/2E1v

Learning Day Approver Evaluation:http://ittybittyurl.com/2E1u

Course Evaluation