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: DORApproverListDORApproverList (Enterprise Components > Approvals > Approvals > User List Setup)

• Uses DORAPPROVERLIST Sql definition as defined at: Enterprise Components > Approvals > User List Setup

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

Enterprise Components > Approvals > Approvals > User List Setup) 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 RequisiionRequisition

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 $5,000

Approver List: High Dollar Approver FINAL

Users with security role HIGH_DOLLAR_APR_FNL