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Financials Requisition Workflow

Note: Approver Lists for Requisitions are defined at: Enterprise Components > Approvals > Approvals > User List Setup

Step 1: DOR Reviewer/Approver

Type: Line level

Criteria: Requisition Lines with a fund code of 106, 375, 378, 394 or 395

Approver list: DORApproverList 

  • Uses DORAPPROVERLIST Sql definition that select users in the CU DOR REVIEWER Expense report approval profile (Set Up Financials/Supply Chain > Product Related > Expenses > Management > Approval Setup > Assign Approvers to Profiles)

Step 2: Department & Project Approval

Type: Line level

Criteria: All Requisitions

Approver Lists: CU_Req-Project Mgr-Line Level and CU_Req-Dept Mgr-Line Level

  • Send approvals to users who are assigned as budget manager for Department or Project defined at: 
      • Set Up Financials/Supply Chain>Common Definitions>Design ChartFields>Define Values>Define ChartField Value

    Step 3: Cabinet Approval

    Type: Header

    Criteria: All Requisitions

    Approver List: CU_Cabinet_req

    • Sends header level approval of Cabinet member of person who submitted the Requisition

    Step 4: Associate Controller

    Type: Header

    Criteria: Requisitions with a total amount greater then or equal to $5,000

    Approver List: Risk Management Approver

    • Users with security role RISK_MANAGEMENT_APPROVER

    Step 5: High Dollar Approver

    Type: Header

    Criteria: Requisitions with a total amount greater then or equal to $50,000

    Approver List: High Dollar Approver

    • Users with security role HIGH_DOLLAR_APR

    Step 6: High Dollar Approver FINAL

    Type: Header

    Criteria: Requisitions with a total amount greater then or equal to $50,000

    Approver List: High Dollar Approver FINAL

    • Users with security role HIGH_DOLLAR_APR_FNL

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