The goal of eprocurement is to streamline and speed up the acquisition process, but many. Eprocurement workflow and approver training youtube. User acceptance testing purchasing and eprocurement faqs 4 introduction. The peoplesoft approval workflow process is a framework that enables three levels of users to develop, configure, and use transaction approvals that meet their organizational requirements. The action is processed using our peoplesoft integration broker. Peoplesoft sourcing approval workflow setup youtube. Select this check box to replace the peopletools workflow technology virtual approver in peoplesoft purchasing with the approval framework.
This user monitors the approval workflow, to make sure requisitions are worked in a. Southern consulting assisted a large shipping company implement eprocurement 8. Requisitions are not routing to the correct approver when there is a skipped approver in the workflow, regardless of the approval criteria of the next approver in the workflow. Displays the hold button on requisition approval pages. Third party content, products, and services disclaimer this software or hardware and documentation may provide access to or information on content, products. Procurement process flow for peoplesoft requisitions requester. Approval framework awe 2011 advisor session series pdf files doc id 73026.
Peoplesoft approval workflow engine awe is a recent entrant into the peopletools family introduced only in 8. Html email approvals works in conjunction with peoplesoft approval workflow engine awe. Peoplesoft is an integrated software application that performs financial. Complete information about the setup and use of the approval framework is located in the peoplesoft approval framework. Apr 26, 2020 for the pdf training content click here.
Offcatalog purchasing is an achilles heel of spend management. Define users roles when you give them their user ids. Mar 12, 2016 peoplesoft approval framework awe slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Zycus eprocurement software is at its most powerful when integrated with erp. Click to jump to parent topic understanding approval management. Peoplesoft approval framework many daily tasks are part of a larger process that involves several steps and people working together.
Peoplesoft lease administration is a fully integrated solution for the. Use the purchasing business unit to enable the approval framework for requisitions in both peoplesoft purchasing and peoplesoft eprocurement. Setting up the approval framework for peoplesoft purchasing. Dec, 2016 peoplesoft sourcing approval workflow setup. An epro requisition cannot be approved or processed if there are. I thought that ps delivered a workflow for vendor approval but not seeing it. This approval path is for any it hardware or software approvals and is also optional.
For example, the requisitionapproval workflow in eprocurement provides only one. Our exclusive opstrack system enables improved eprocurement. Schedule the peoplesoft application engine program eoawemc to run on a. If the project chartfield is used on the requisition line, the system also routes it to the project manager. This course has been updated through update image 14. Compare peoplesoft eprocurement to alternative procurement software. This can include miscellaneous office supplies to order catering on advanced notice. This definition explains what oracles peoplesoft eprocurement software does and how it automates and streamlines. This training was developed from the ground up, incorporating latest fluid ui, workcenters, dashboards, advanced reporting, pivot grids, and fscm user self service concepts up to latest fscm pum image and tools 8. The epro quick reference user guide, including helpful hints and stepbystep instructions, is provided to assist endusers in navigating through the procuretopay process and how to use peoplesoft eprocurement. The approver may select multiple requisitions, and complete all approvals at one time without approving each requisition individually. View the entire approval process, with graphical displays of each step. The workflow routing and approval notifications are executed once an epro requisition has been created.
User acceptance testing purchasing and eprocurement. Approval goes back past originally skipped approver. Streamlining approval workflows with eprocurement sourcesuite. Peoplesoft eprocurement gives you a 360degree view of the entire requisitiontopay cycle. The peoplesoft financesupply chain upgrade is scheduled for. Has anyone ever built workflow around ps vendor approval that they would be willing to share. Peopletools, peoplecode, datamover, application engine, app messaging, approval workflow engine awe designed, configured, and tested eprocurement workflow with multiple paths and steps. Approval workflows are triggered when employees, managers or users, submit a transaction, such an expense sheet. Peoplesoft eprocurement is used at the department level across the organization for all purchasing needs outside of materials managed through our supply chain. Setting up approval framework in peoplesoft eprocurement. The easytouse interface allows project managers to select which suppliers or internal employees will. Eprocurement workflow and approver training cabq employee learning center. Set up and use the mobile approval framework for peoplesoft eprocurement. The easytouse interface allows project managers to select which suppliers or internal employees will receive project update notifications, including for the publication of amendments, award results, and other.
For peoplesoft eprocurement, use select eprocurement, then select administer procurement, then select maintain workflow, then select set supervisors. We compared these products and thousands more to help professionals like you find the perfect solution for your business. Select the workflow approval required check box to enable requisition approval within the business unit. Hi, can any one may please share any type of document to implement customized workflow process for approval of procurementpurchasing contract template. Dec 18, 2014 leave the eprocurement user interface and go to an external supplier website or to a marketplace to order items.
It integrates with any erp system, enables approval workflows, lowers transaction costs, eliminates ogue r purchases and puts you in total control. Determine the maximum requisition lines to display. Controlled items should only be ordered by otis computers, or by facilities managementfurniture. This type of user cannot create a requisition in peoplesoft. If you continue browsing the site, you agree to the use of cookies on this website.
The department id and project id on the chartfield distributions of the epro requisition determine which approver will be routed for approvals. Peoplesoft technical leadworkflow developer resume hire it. Workflow approval is an optional feature for peoplesoft enterprise eprocurement, which is determined by the workflow approval required option on the eprocurement business unit options page. Please see next page for the peoplesoft workflow process graph, and. Purchasing and eprocurement question and answer these questions were obtained during the uat in february march 2008. Peoplesoft sourcing approval workflow setup duration. Peoplesoft eprocurementpurchasingsupplier resume, new york. Uct eprocurement is powered by a software application. Zycus iconsole does the job with virtually any erp system. This tutorial discusses the new application for finance and finance related work. After its success it was introduced in peopletools in 8. Using approval workflow within peoplesoft eprocurement.
Designed and developed custom workflows using the approval workflow engine. Peoplesoft software is designed to work with internet explorer version 8. Expert oracle university instructors will help you explore highlevel details about the processes and important step and fieldlevel information. Smart workflow provides robust cross module workflow well beyond delivered peoplesoft capabilities. You can find the right person using either query roles or user. Budgets chartfields chartfields are an integral part of how peoplesoft works within our district. Peoplesoft approval framework awe linkedin slideshare. Sdusd peoplesoft for site administrators chapter 1 chapter 1. Along with any other peoplesoft document you can also configure vendor approval. Users guide for eprocurement administrator university system of. This also replaces the inefficient process of requesting it support in order to configure workflow capabilities to address immediate needs. The procuretopay process begins when a requester creates a requisition. E procurement management software e procurement software.
Peoplesoft technical leadworkflow developer resume hire. All are emailed, only requires 1 from the group to approve prepay audit by apss saved payment request can be cancelled by creator. The department id and project id on the chartfield distributions of the epro requisition determine which approver will be routed for approval s. If your environment includes peoplesoft eprocurement as well as peoplesoft purchasing and the approval framework is used in peoplesoft purchasing, then the following eprocurement role actions enable approval features for requisitions in peoplesoft purchasing. The approval email is generated when a user triggers an action such as submitting a vacation request see figure 1. Agency fund approval is set up so that any requisition line charged to an agency fund code must. This user monitors the approval workflow, to make sure requisitions are worked in a timely fashion. This operates via the internet to electronically purchase products and services from uct preferred vendors. The signature authority is the replaced with workflow approval. Technicalfunctional expert utilizing the approval framework 9. The first step in the eprocurement process is to create an epro requisition. A powerful feature of sourcesuites collaborative approval workflow module is the ability to automate the notification process. User monitors approval workflow to ensure requisitions are worked in a. Support for administrators to resubmit on behalf of a requestor.
The questions were answered at the end of each days session. Peoplesoft eprocurement is a component of oracles supplier relationship management srm product group that enables selfservice for requisition and other procurement tasks. In addition, eprocurement supports the buying and selling of used uct furniture and equipment via the trading post. The organization outgrew the ability to efficiently expense or justify monthly pcards, and automating the payment through. Peoplesoft approval framework awe slideshare uses cookies to improve functionality and performance, and to provide you with relevant advertising. Enrolling in this course will teach you how to use the major features of peoplesoft eprocurement and peoplesoft purchasing, which you can apply and build on when you return to your own business environment. Peoplesofts software is easy to use, say customers. The questions were accumulated during each session in a parking lot format.
Track the full business cycle of requests from initiation to. Use it to shorten the fields you need to populate on the accounting line of a journal. Peoplesoft eprocurementpurchasingsupplier resume, new. Set up email approvals for peoplesoft eprocurement. Peoplesoft purchasing eprocurement accelerated rel 9. Zycus makes it exceptionally easy for people to use freetext searches to find. Electronic workflow will be based on approval authorization in fin. In addition, eprocurement supports the buying and selling of used uct. Procurement process flow for peoplesoft requisitions. Advantages of peoplesoft eprocurement over peoplesoft. Configuring html email approval to meet your needs.
Oracle ebusiness suite iprocurement vs peoplesoft eprocurement. Spearmcs training program helped people see the benefits of the new software. Controlled items should only be ordered by otis computers, or by facilities management furniture. Peoplesoft eprocurement content management more options. Workflow approval for requisitions not routing correctly. Confirmation screen please see next page for the peoplesoft workflow process graph, and page 21 for email notifications. Peoplesoft is an integrated software application that performs financial management functions, such as purchasing, accounts payable.
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