1

PSA/POS Pre-Authorization in the eProcurement module

2

Creating a PSA over $20,000

3

Certain Fields Default based on User Profile

4

Use the Requisition Name to find Req when searching after it is saved

5

85000000 = Health Care Services

Supplier, Category, Buyer, and Unit of Measure are Required fields.

6

Depending on your security requests, Chartfields will default but can be edited.

Use the Show All columns icon to see the entire string in one view.

7

8

Certain fields default from Define Requisition page.

Fields with asterisks * are required.

9

10

Add more lines by entering required information again.

If finished, click Checkout

11

If the PSA value is over $20,000, the PSA Details link must be completed. A warning will display when saving if it is not.

12

13

Edit as necessary

14

15

Click the Line Comments icon to attach any files

16

17

18

19

This warning defaults on every requisition created. Click Save for Later to save work but not forward through approvals

20

Note Requisition ID and Approval workflow

Creating a PSA under $20,000

21

22

23

24

25

26

27

28

29

30

31

32

33

Manage Requisitions Page

34

Search defaults to previous week, but all search fields are editable.

Find appropriate req, select action, click Go

35

Approval Status displays exactly where the req is in the workflow

36

Use Manage Requisitions to access requisitions you want to edit.

37

Editing a saved req that has already started the approval process may

reinitiate it.

38

Reqs can be copied (and then

edited) in any status.

39

Click the activated icon to get more information.

40

• The req Life Cycle may also be accessed by clicking the arrow to the left of the Req ID

• This is also where Req lines may be cancelled

41

Cancel reqs from the Manage Reqs page. The status will change

immediately. Budget check will run also.

42

Requisition Approvals

43

• The Worklist is available on the Home page

• Click the link of the req to approve. • Worklist columns can be sorted

44

45

• Action is date and time stamped, and sent to the Worklist of the next approver(s).

• Click the Multiple Approvers link to see who has been set up to perform the next approval

46

Select the lines, then click View Line Details to see more information on the req

47

A new window opens

48

Comments must be entered to Pushback or Deny a requisition.

49

Pushback sends the req to the previous approver’s Worklist

50

51

Denying a req

52

53

Denying a req sends it back to the Requester who can edit it for re-

submittal or cancel

54

Ad-hoc approvers and reviewers may be added wherever a green

plus sign is displayed

55

Ad-hoc approvers and reviewers will be notified by email to go to

their Worklist