Procurement Workflow Roles
Users
with this role are required to take the first workshop in the Financial
Training series: "Introduction to Your Business Responsibilities
at OSU." Registration for this workshop is available at Financial
Concepts and Policies Training.
| V8.4 Workflow | Role Description |
|---|---|
| Req Approver OK | A role, coupled with page access and departmental security, that provides a user with the ability to enter requisitions and save them as "Pending Approval." |
| Req Approver 5K | This role, when flagged for workflow, allows a user to approve transactions not to exceed 5K. |
| Req Approver 25K | This role, when flagged for workflow, allows a user to approve transactions not to exceed 25K. |
| Req Approver Over 25K |
This role, when flagged for workflow, allows a user to approve transactions above 25K. (TRAINING REQUIRED) |
| Requisition Gatekeeper |
Final departmental authority for requisitions. May be used in conjunction with other roles to allow certain users the ability to approve requisitions up to a given dollar amount. For example, a user with 0K, 5K & Gatekeeper roles can save requisitions up to 5K as "approved." (TRAINING REQUIRED) |
| PO Approver 0K | This role allows users to create purchase orders; must be a delegated buyer. |
| PO Approver 1K | This role allows users to approve purchase orders up to $1,000. May receive purchase orders over $1,000, depending on the organization setup. |
| PO Approver 5K |
This role allows users to approve purchase orders up to $5,000. (TRAINING REQUIRED) |
| Voucher Approver 5K |
Authorized users with this role will receive voucher work flow for any transaction centrally entered online that is greater than or equal to $1,000. (TRAINING REQUIRED) |
| Payment Request Approval |
Authorized users with this role will receive voucher work flow for transactions generated within the PRO (Payment Requests Online) System, regardless of dollar amount. (TRAINING REQUIRED) |
| Blanket PO Voucher Approver |
Authorized users with this role will receive voucher work flow for transactions generated on Blanket Purchase Order vouchers. This workflow is for UNIV Accounts Payable Business Unit only and excludes all external EDI transactions. (TRAINING REQUIRED) |
| OSURF Approver 1 |
Delegated requisitioner for Research Foundation. (TRAINING REQUIRED) |
Users
with this role are required to take the first workshop in the Financial
Training series: "Introduction to Your Business Responsibilities
at OSU." Registration for this workshop is available at Financial
Concepts and Policies Training.
 Administrative
Systems home |
