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Want an expert to review your eProcurement requisition? Add them as an Ad-hoc Approver to include them into the Approval Queue

Have you encountered a scenario where your request needs approval from a third party who is not in your chain of command for approvals? It may be a common requirement where a requisition for a specific laptop you wish to purchase may need approval from someone in IT, a software purchase may need approval from the legal department, or procurement of a specific machine may need a review of specifications from a Safety Engineer to ensure it is compatible with the environment where it will be installed? These ad-hoc reviewers add additional value to your request with their expertise and while your direct manager as Approver worries about meeting the budget, these individuals will consider other than monetary concerns. PeopleSoft eProcurement supports including these additional Approvers in the Approval Workflow chain. As a Requester, and if your Role allows you to add additional Approvers, you can enable this on your Requisition when necessary. Your organization’s Procurement administrator would need to adjust your Role Actions to allow the capability to add additional Approvers when you create a Requisition. The Administrator would do the following set-up to grant Requesters this privilege.   Enabling Role actions Navigate to Assign Role Actions to Roles  Enable the role actions: ALLOW_ADHOC_ONPREVW ALLOW_ADHOC_ONSUBMIT For the eProcurement Requester role and save. This setup provides flexibility to the Requester to either add ad-hoc Approvers from the Preview Approvals page before submitting the eProcurement Requisition for Workflow approval. Alternatively, a Requester may also add an ad-hoc Approver from the Requisition Confirmation page after submitting the Requisition for workflow approval. Your request would then be reviewed by individuals who are aware of any reasons why your specific request may not comply with your organization’s policies. The adding of these ad-hoc Approvers is a simple step to route your request through individuals whose expertise may prevent an out of policy purchase or a purchase that may violate a legal or safety standard.   This blog post has been authored by Anup Maduskar, Principal Product Manager at Oracle. He works from Bangalore office and has been with Oracle for over 15 years.

Have you encountered a scenario where your request needs approval from a third party who is not in your chain of command for approvals? It may be a common requirement where a requisition for a specific...