FMP - Approving Requests

8/18/2019 FMP - Approving Requests

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How to approve for budget holders)

Find "Budgets" from "FileMaker Server" in Sharing.

0-1. Find the file

0-2. Enter password

!"#"$% '()*+ ,-../0+1

!"#"#% 2342


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5-6* .7+* 8) 8. !"#

$%&'() +,-..%

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B07 -+* )=* C71?*) =0D1*+ 0@ : A-)*?0+8*.%

A=-(?* ,-?*

5-.)*+ A-)*?0+E

F7C A-)*?0+E G0)-D C71?*)

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K 'H,*(.* 9 L71?*)M

L-D-(A*

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N=00.* )=* ;0()=


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Step 1. Find what to approve

1-1. Find what it still unapproved

$"$"$% N=*A6 )=* 2-,,+0I-D2 A0D7;(

'8)=*+ 2B*.2 0+ 2Q02 C7O0( 8. 8( CD7*< 8) 8.

-D+*-1E -,,+0I*1 K 0+ +*R*A)*1M

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U@ )=*+* 8. - 18.A+8,J0( .7A= -. 2S*-,,DE8(?2<

?0 -(1 A=*A6 -?-8(% V-)- .=07D1 C* -;*(1*1%

W0+ )=8. A-.*< E07 A-( .68, 8)%


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Step 2. Approve reimbursement

2-1. Look into details

#"$"$% ND8A6 )=* A-+) (7;C*+

#"$"X% V0*. )=* A-)*?0+E -(1 )=* 1*.A+8,J0( ;-)A=Y

#"$"#% U@ E07 -+* .*A0(1 0+ )=8+1 .8?(-)0+E< /-8) @0+ E07+ )7+(%

V0(Z) .68, 0)=*+.%

#"$":% V81 )=8. ,*+.0( (0JA*1 E07 -C07)

)=8. ,7+A=-.* C*@0+*=-(1Y

#"$"[% ND8A6 2\70)*2 K8@ )=* C7O0( 8. ?+**(M


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2-2. Check the receipt

#"#"$% U. )=8. +*A*8,) 0+ .8;8D-+ 10A7;*() /=8A= 8. -(

*I81*(A* 0@ ,-E;*()Y

K\70)-J0(< ,-A68(? .D8,< 8(I08A* -+* (0) -AA*,)-CD*M

#"#"#% U. )=* (-;* ,+0,*+Y

#"#"]% ND8A6 2L-A62 )0 ?0 C-A6 )0 )=* ,+*I807. ,-?*

#"#":% U. 1-)* ,+0,*+Y

L* *H)+- A-+*@7D -) )=* *(19C*?8(8(? 0@

^-,-(*.* >.A-D E*-+ K5-+A= _ `,+8DM%

#"#"X% U. )=* A7++*(AE<

T7-(J)E< 7(8) ,+8A* A0++*A) Y

#"#"[% U. )0)-D -;07() A0++*A)Y

#"#"a% ND8A6 2F7C N-)% 3I*+I8*/2 )0 ?0 C-A6 )0 ,+*I807. ,-?*%

U@ E07 A-((0) >(1 8)< AD8A6 2`,,+0I-D 3I*+I8*/2% B07 /8DD ?0 C-A6 )0 )=* 8(8J-D ,-?*


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2-3. Check the budget balance

This budget needs to cover the expenses from April to March.

Check and make sure that expenses are under your controll.

2-4. Approve

If you didn't find any problem, press the "o" in front of "Yes".

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G=* (*H) .8?()0+E A-( -,,+0I* )=* +*T7*.)%

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A=-(?* )0 2`,,+0I*12

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G0)-D *H,*(.*. -D+*-1E -,,+0I*1

S*;-8(8(? C71?*)

G0)-D -;07() 0@ )=8. +*T7*.)'.J;-)*1 >(-D C-D-(A*


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Step 3. Approve purchase requisition

3-1. Look into details

:"$"$% ND8A6 )=* A-+) (7;C*+

:"$":% V0*. )=* A-)*?0+E -(1 )=* 1*.A+8,J0( ;-)A=Y

:"$"#% U@ E07 -+* .*A0(1 0+ )=8+1 .8?(-)0+E< /-8) @0+ E07+ )7+(%

V0(Z) .68, 0)=*+.%

:"$"X% U. )=* +*-.0( 0@ )=8. ,7+A=-.* +*-.0(-CD*Y


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3-2. Check the quotation

:"#"$% ND8A6 2\70)*2 K8@ )=* C7O0( 8. ?+**(M

:;! ?; ;>>$"@ >" /"@+#A:>$"@ >;=

`D/-E. A=*A6 8@ )=* -;07) 8(AD71*. )=* )-H 0+ (0)%S*A*8,).< 8(I08A*. .=07D1 (0)* )=* ,+8A* 8(AD718(?

)-H< =0/*I*+< T70)-80(. ;8?=) (0)%

L* .7+* )=-) ,7+A=-.* +*T78.8J0( ,+8A* 8(AD71*.

)-H .0 )=-) )=* )0)-D -;07() 8. )=* -A)7-D ,-E-CD*

-;07()%

L*A-7.* #:

)-H (**1. )0 C* -11*1

:"#"#% U. )=* -;07()< A7++*(AE 34Y

:"#":% ND8A6 2L-A62 )0 ?0 C-A6 )0 ,+*I807. ,-?*


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3-3. Check the budget balance

This budget needs to cover the expenses from April to March.

Check and make sure that expenses are under your controll.

3-4. Approve

If you didn't find any problem, press the "o" in front of "Yes".

G=* /=0D* C71?*) 0@ )=8. .7C A-)*?0+E

G0)-D *H,*(.*. -D+*-1E -,,+0I*1

S*;-8(8(? C71?*)

G0)-D -;07() 0@ )=8. +*T7*.)'.J;-)*1 >(-D C-D-(A*


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Step 4. Reject reimbursement

If you found something wrong, or need to ask to reconsider, reject the request

You found this reimbusement request.

It says, "Textbook". It should not be in the category of "Technology - Licenses and fees".

Do NOT approve.

If you approve, your budget will be covering the expenditure for textbooks.

X"$"$% B07 @07(1 )=* +*T7*.) 0( - /+0(? A-)*?0+E

X"$"#% GE,* 8( )=* +*-.0( /=E E07 -+* +*R*AJ(? )=8.

X"$":% ND8A6 2`,,+0I-D N=*A62 )0 ?0 C-A6 )0 8(8J-D ,-?*


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X"$"X% P7.= )=* 202 8( @+0() 0@ 2Q02

N=-(?*. )0 2S*R*A)*12


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Step 5. Reject purchase requisition

If you found something wrong, or need to ask to reconsider, reject the request

You found this purchase requisition. It says, "buying 3 computers, unit price 150,000JPY".

You think this is too expensive, and also the detail doesn't match with the quotation.

Do NOT approve.

b(8) ,+8A* $]#

V*.6)0,Y f-,)0,Y


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["$"$% GE,* 8( )=* +*-.0( /=E E07 -+* +*R*AJ(? )=8.

["$"#% P7.= )=* 202 8( @+0() 0@ 2Q02

N=-(?*. )0 2S*R*A)*12

FMP - Approving Requests

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