The Approval Resources shared below will help users understand what factors impact a requisition’s approval workflow and how approvers act upon requisitions within the ERP system.
Approvals
| Resource Name | Resource Type | User |
|---|---|---|
| Approve or Reject a Financial Transaction | Stepper | Cost Center Managers |
| Approve or Reject a Financial Transaction for an IT, Grants or Curriculum Approver | Stepper | IT, Grants or Curriculum Approvers |
| Setup an Approval Delegate | Stepper | Cost Center Managers |
| Approve a Financial Transaction even if a Delegate is Assigned | Stepper | Cost Center Managers |
| Create Worklist Views | Stepper | Cost Center Managers, Office Approvers |
| Monitor Purchasing Requisition Approvals | Stepper | Purchasers, Cost Center Managers |
| Approving/Rejecting Action Required Notifications in the BPM Worklist | Stepper | Cost Center Managers, Purchasers, Office Approvers |
| Resource Name | Resource Type | Potential Users |
|---|---|---|
| Monitor Purchasing Requisition Approvals | Stepper | Purchasers, Cost Center Managers |
| Approving Invoices for Grant-Funded Services | Stepper | Purchasers, Cost Center Managers |
| Approving Invoices for Grant-Funded Services | Video | Purchasers, Cost Center Managers |