CISTECH Electronic Requisition Approval Denise Luther Senior Consultant

CISTECH Electronic Requisition Approval Denise Luther Senior Consultant, Technical Services

E-Req Benefits • Provides managers with real-time requisition notification and electronic approvals. – Automatic routing of purchase requests to managers via e-mail while communicating the approval status to the requester and the buyer.

E-Req Benefits • Improves the timeliness, accuracy, and efficiency of communications between requesters, buyers and managers, which results in: – Shorter cycle time in requisition approval process Reduced paperwork and administration costs – Improved visibility of Requisition/PO approval status

E-Req Benefits • Improves the timeliness, accuracy, and efficiency of communications between requesters, buyers and managers, which results in: – Decreased expediting costs due to delays in approvals – Improved uptime through visibility of direct material and/or machine part approval

E-Req in the IDF

E-Req in the IDF Customize These

E-Req in the IDF Customize These Customize XA

Requestor/Approvers • Set Limits by Type – Inventory, Non-Inventory and Capital Projects

Requestor/Approvers Requestor BOYERJ Limits and Approver

Requestor/Approvers Requestor LUTHERD Limits and Approver

Requestor/Approvers Requestor MCCORMICKB Limits – Catch All

Watchers Receive authorization notification for Dept (Unit) Range

Request for authorization email

Authorization email

Configure Control File

Requsitions

Requsitions – Custom

Watchers are notified

E-Req Any questions before proceeding to technical setup?

Integrator Setup • Requisition object – Customize attributes • user. Field. Text 40 Approving users – Custom Logic edit – Requestor must be in Approver file • user. Field. Date 1 Approving Date – Custom Logic edit – Not maintainable from client • user. Field. Switch. A – Custom Logic – Discrete Domain Requisition status Status codes must be used in order

Requistion Status List

Attributes • Reference Capital Project Number – If not blank, authorization process will use the limit for capital projects for the requestor • Required entry attributes – Unit – Nature – Extended Amount

User Exit Code • User exit code – N program – Edit Buffer • Custom Logic edits – O program – Process Buffer • Logic to Approve, Authorize; Email delivery • Check Requisitioner’s Limits by Type – If Authorization Limit high enough, • Set status to Authorize to Buy • Set Authorized User ID • Deliver authorized email to watchers

User Exit Code • O program – Process Buffer • Check Requisitioner’s Limits by Type – If Authorization Limit is NOT high enough, • Set status to Approved, not authorized • Deliver request for authorization email to approver • Set approval user id to Requester/Approver

Transaction object (requires EI)

T. O. attributes

T. O. Action Attribute

T. O. Current user default

T. O. User exits

T. O. user exit logic • User exit code – O program – Process Buffer • Approval selection, Same logic to check authorization limit – Update attributes – Email notification • Reject selection will only update attributes – No email notify

Approve/Reject Outside XA • This solution uses a CGI program to run the approve/reject logic outside of Power. Link from the Email • CGI program contains approve/reject logic, provides immediate communication when user is not near their desktop

Questions? ? ? Thank You Denise. Luther@cistech. net