In the Profile ID field, enter or use the look up icon to select the asset’s Profile ID (i.e., SVP, AV05YR). Make any other necessary changes and then continue with the Special Request Requisition by selecting the Save for Later button and Preview Approvals link. Inserting Ad Hoc Approvers The approval path is determined by the department and project charged on a requisition line, along with other criteria specified by your institution, which may include line amount, item type and agency fund. If you review the approval path and determine that you need to include another approver, you can do so through the Ad Hoc Approver functionality. On the approval page, you can insert an ad hoc approver anywhere you see a green plus (+) button. You will need to know the User ID of the additional approver, or you will have to scroll through the list of names. In addition, you can specify the ad hoc user as an Approver or Reviewer. Choosing the Approver option will require the user selected to approve the requisition for it to progress onto the next step. Selecting the Reviewer option will place the requisition into the selected user’s Worklist. However, they will not be required to take action on the requisition for it to move onto the next step. The Reviewer provides visibility only to the ad hoc user. How To: Insert an Ad Hoc Approver When you have pulled the GeorgiaFIRST Marketplace shopping cart into an eProcurement requisition, you will be returned to the Checkout - Review and Submit page. Make any necessary changes to the line item information on the requisition. Select Save for Later, then Preview Approvals buttons. To insert an Ad Hoc approver, click the green plus (+) button where you want the approver to go. Enter the User ID of the Ad Hoc approver, or use the look up button to select the User ID. Select either the Approver or Reviewer radio button. Click the insert button. You should now see the additional approver in the approval chain. To remove the Ad Hoc approver, select the red minus (-) button for that approver. Click OK when prompted. Submit the requisition for approval by clicking the Submit button.
In the Profile ID field, enter or use the look up icon to select the asset’s Profile ID (i.e., SVP, AV05YR). Make any other necessary changes and then continue with the Special Request Requisition by selecting the Save for Later button and Preview Approvals link. Inserting Ad Hoc Approvers The approval path is determined by the department and project charged on a requisition line, along with other criteria specified by your institution, which may include line amount, item type and agency fund. If you review the approval path and determine that you need to include another approver, you can do so through the Ad Hoc Approver functionality. On the approval page, you can insert an ad hoc approver anywhere you see a green plus (+) button. You will need to know the User ID of the additional approver, or you will have to scroll through the list of names. In addition, you can specify the ad hoc user as an Approver or Reviewer. Choosing the Approver option will require the user selected to approve the requisition for it to progress onto the next step. Selecting the Reviewer option will place the requisition into the selected user’s Worklist. However, they will not be required to take action on the requisition for it to move onto the next step. The Reviewer provides visibility only to the ad hoc user. How To: Insert an Ad Hoc Approver When you have pulled the GeorgiaFIRST Marketplace shopping cart into an eProcurement requisition, you will be returned to the Checkout - Review and Submit page. Make any necessary changes to the line item information on the requisition. Select Save for Later, then Preview Approvals buttons. To insert an Ad Hoc approver, click the green plus (+) button where you want the approver to go. Enter the User ID of the Ad Hoc approver, or use the look up button to select the User ID. Select either the Approver or Reviewer radio button. Click the insert button. You should now see the additional approver in the approval chain. To remove the Ad Hoc approver, select the red minus (-) button for that approver. Click OK when prompted. Submit the requisition for approval by clicking the Submit button.
ePro_Users_Guide_for_Requesters.docx