June 18, 2008
TO: All Bi-Tech Users
FROM: Erica Portnoy
RE: Stores Inventory on Workflow,
As of Tuesday, July
1st, you will begin to use
Workflow for processing approvals for
all new Stores Inventory orders.
Inventory (SI) orders can be approved
through email or through the task list
in Bi-Tech (the same process you are
using to approve purchase requisitions
those approving through the task list,
purchase requisitions or vouchers will
be listed in the ‘Purchase
Request-5’ workflow model.
Stores inventory Orders will be located
in the ‘Stores Inventory Approval
- 1’ workflow model. You can
switch the workflow model by simply
selecting it from the Model/Version drop
down in the ‘Task List Items Awaiting
Processing’ section of the task list
(see below for example).
Please check for requisitions and stores
inventory orders to approve in both
models starting Monday.
creating Stores Inventory orders, order
entry will remain the same in SIOEUB.
In order to submit your order to
workflow, go to the workflow section on
the left hand side of the SIOEUB screen
(as you currently do in POUPPR when
submitting purchase requisitions or
vouchers). The first time you submit
an order to workflow you will need to
click “Enable” in the workflow section
to enable workflow for this screen.
Please note the following:
You must include a location as to
where the goods should be delivered
in the End Use field or your order
will be rejected by supplies.
You must use object code 70006 –
office supplies for all stores
inventory orders. If you do not,
you will receive an email
notification indicating you must
change your object code.
Stores Inventory Order:
- If you SI order is rejected or you
used the incorrect object code, to
re-submit a stores inventory order
you must but a C1 in the ‘MISC’
field in the main tab of the SIOEUB
screen after you make the necessary
updates (see below for example).
Approval Status (Workflow) Report
– view the
current approval/status of a SI
order within workflow
– How to switch workflow model/version.
– Re-submit a Stores Inventory Order