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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

       

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