Purchasing and Accounts Payable Online System (PAS)

A person in your department may set review flags so that online requisitions are held in the department for approval. Online requisitions may be reviewed at all six levels of your organization. Read about the organization code structure, for a better understanding of this process.

Before setting the flags, you must decide if you want to set flags by budget number or organization code. Once this is decided, choose the appropriate process in this section. In both processes, you set the flags by marking the object codes of interest and selecting the dollar limits for each object code.

In order to set review routing flags you must sign on to the Financial System (FIN).

Setting Review Routing Flags

Step One: Sign on to the Financial System (FIN). The following screen will appear.

Step Two: Request the Requisition Entry Set-Up Menu
Action: [3] Requisition Entry Set-Up Menu
[Send]

From here you can set Review Routing Flags by budget or organization, or can inquire about routing flags for a single budget.

Setting Review Routing Flags by Budget Number

Step One: Request the Review Routing Flags Single Budget Update Screen.
Action: [5] Review Routing Flags Single Budget Update
[Send]

Step Two: Enter the budget number for which the review routing flags are being set.
"budget number"
[Send]

Step Three: Specify the review criteria for the budget shown.
"the letter listed on the screen that corresponds to the desired dollar amount" for each object code.
[Send]

The sample entry above will require all requisitions entered on this budget to stop for review.

If you do not wish to review requisitions for a particular object code, leave that Object Code field blank.

To remove a flag that is already set, blank out the value in that Object Code field.

The Single Budget Update Screen will return. At this point, you may repeat Steps Two and Three to set review flags for another budget or you may exit.

Step Four: Return to the Requisition Entry Set-Up Menu
Action: [E] Exit
[Send]

Setting Review Routing Flags by Organization Code

Step One: Request the Review Routing Flags Mass Update Screen.
Action: [6] Review Routing Flags Mass Update
[Send]

Step Two: Enter the organization code for which the review routing flags are being set.
"organization code"
[Send]

Step Three: Specify the review criteria for the organization code shown.
"the letter listed on the screen that corresponds to the desired dollar amount" for each organization code.
[Send]

The sample entry above will replace the "B" currently in all budgets at this level with a "A" for each object code. This will require all requisitions entered on budgets within this organization code to stop for review at level three, regardless of whether or not they were reviewed at a lower level.

If you do not wish to set review flags:
[N] in PROCEED WITH UPDATE:
[Send]

Step Four: Update and return to the Review Routing Flags Mass Update Menu
[Send]

Step Five: Return to the Requisition Entry Set-Up Menu
Action: [E] Exit
[Send]

Review Routing Flags Single Budget Inquiry

Step One: Request the Review Routing Flags Single Budget Inquiry Screen.
Action: [4] Review Routing Flags Single Budget Inquiry
[Send]

Step Two: Enter the budget number for which you want to view routing flags.
"budget number"
[Send]

The above screen shows that routing flags have been set to "A" for all object codes at levels 3 and 5 for budget 66-8807.

Step Three: Return to the Requisition Entry Set-Up Menu
Action: [2] Requisition Entry Set-Up Menu
[Send]

PAS-Table of Contents:

About the Admin Systems:

Setting Approval Flags

Setting Review Routing Flags

Setting Review Routing Flags by Budget Number

Setting Review Routing Flags by Organization Code

Review Routing Flags ­ Single Budget Inquiry

Other Topics in this Guide:

Review Routing Flags Single Budget Inquiry