Electronic approval agenda
This presentation is the property of its rightful owner.
Sponsored Links
1 / 9

Electronic Approval Agenda PowerPoint PPT Presentation


  • 77 Views
  • Uploaded on
  • Presentation posted in: General

Electronic Approval Agenda. R/3 Workflow System Routing based on Funds Center Business Workplace Inbox Substitutes and Forwarding Business Workplace Demonstration Question and Answer. Document Routing. Cost Centers (E) and WBS Elements (R) Funds Center is similar to Department

Download Presentation

Electronic Approval Agenda

An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -

Presentation Transcript


Electronic approval agenda

Electronic Approval Agenda

  • R/3 Workflow System

  • Routing based on Funds Center

  • Business Workplace Inbox

  • Substitutes and Forwarding

  • Business Workplace Demonstration

  • Question and Answer


Document routing

Document Routing

  • Cost Centers (E) and WBS Elements (R)

  • Funds Center is similar to Department

  • Budget Entity, College, Vice Chancellor Area concepts remain as Funds Centers

  • Must define Agent responsible for each Funds Center, Budget Entity, etc.

  • Two or more people can share a Responsibility

  • Agent can declare Substitutes

  • Agent can Forward work items


Business workplace

Business Workplace

  • Similar to Email Inbox (Title and Preview Areas with link to document)

  • Work Item – A piece of work that needs to be done (executed).

  • Creating Attachments

  • Sorting and Grouping Work Items

  • Email notification of Inbox


Electronic approval agenda

Attachments

Preview Area

Instructions

Link to Document


Permanent substitutes

Permanent Substitutes

1. Document Created and

Released for Approval

Department

Head

Substitute

Approver

2. Work Item appears in Inbox of

Agent and all Substitutes


As needed substitutes

“As Needed” Substitutes

1. Document Created and

Released for Approval

2. Work Item appears in Inbox

of Agent (only)

3. Adopts Substitution

Department

Head

4. Work Item now appears in Inbox of Agent and Substitute

Substitute

Approver


Forwarding work items

Forwarding Work Items

1. Document Created and

Released for Approval

2. Work Item appears in Inbox

of Agent and all Substitutes

3. Work Item is Forwarded

(this removes it from Inbox)

Department

Head

4. Work Item now appears in

Inbox of Recipient

Recipient of

Work Item


Question and answer

Question and Answer

Jim Sauceman 974-4752 or 974-2448

[email protected]

Demonstration


  • Login