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 31, 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

Log into the training environment: http://mdconnecttrain.mdc.edu

1. User ID: Your current User ID

2. Password: Your current 15 digits Password

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: MDConnectinfo.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 support

contact the District IT Help Desk at 305-237-9999

Campus HCM & FSCM CS Academic CS Student

Hialeah Andrea Forero Victor McGlone Nelson Magana

Homestead Tania Acosta John Barimo Anaeli Ramos

InterAmerican Janelle Fernandez Michelle Thomas Julio Fernandez de Cueto

Kendall Brian Stokes John Adkins Jennifer Bravo

MDC-West Ana DeMahy Chantelle MacPhee Yadira Codina

Medical Ramona Edwards Dario Mercado Marie Bernardin

North Fermin Vazquez Efrain Venezuela Andrew Carbon

Wolfson Yaremis Ponce Fullana Djuradj Babic Marc Webb

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For more information about MDConnect

visit our website:

MDConnectinfo.mdc.edu

or email us at:

MDConnect@mdc.edu

MDConnect OCM Team

Ivette Ricelli, Eddy Martinez, Cindy Lau Evans, Jaime Landauer, Mayra Morales