Financials Requisition Workflow
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 as defined at: Enterprise Components > Approvals > User List Setup
- SQL 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
Criteria: Send approvals to users who are assigned as budget manager for Department or Project
- 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: Sends header level approval of Cabinet member of person who submitted the Requisiion
Step 4: Associate Controller
Type: Header
Criteria: Requisitions with a total amount greater then or equal to $5,000
Approver List: Risk Management Approver