Beginning today, August 3, 2009, the Agency is implementing a paperless purchase request system. This means the yellow purchase requisition form has been eliminated! Similar to the Leave Online system, purchase requests will now be electronically routed to the proper staff members for review and approval.
The first stop in the electronic approval process is the staff member who requested the purchase. All staff members who request a purchase need to attend to the request on their IFAS Dashboard. If not, the process will stop and the purchase order will not be created.
This is accomplished via the Workflow Tasklist. This function has been added to everyone’s IFAS Dashboard. Click here to view a video that explains how to process a purchase request on your Workflow Tasklist.
A subsequent stop in the electronic approval process is the Budget Manger. The purchase request will be routed to the budget manger(s) assigned to the general ledger account(s) on the request.
In the case where the staff member requesting the purchase is the budget manager of the general ledger account(s), the request will be routed to the budget manager’s supervisor. Click here to view a flow chart depicting the entire electronic purchase request process.
Today begins a new era at Heartland…NO MORE YELLOW SHEETS!!!
Please contact Rod Howell at rhowell@aea11.k12.ia.us or at ext. 14599 or Francis Musignac at fmusignac@aea11.k12.ia.us or at ext. 14650 with any questions.
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