A new feature is available for the requisition, direct payment, and employee reimbursement modules in FTS: the ability to select the appropriate approver for your transaction!
Before today, when a transaction was submitted for approval, all individuals with authority to approve for the funding DeptID would receive an email notification indicating a requisition, direct payment or reimbursement was ready for approval. Now, only the selected approver will receive email notification.
Upon saving a transaction, a drop-down list of individuals with authority to approve for the funding DeptID will display. Requesters will select the appropriate approver and submit for approval.
Note for Approving Officials: With this enhancement, notifications are specific to the recipient and require action. If you previously enabled gmail filters to reduce FTS notifications from filling your inbox, you may want to consider removing them.
Have questions? Don’t hesitate to contact FinanceConnect!
Contracts and Purchasing Services will start accepting Requisitions for Fiscal Year 2019-2020 in FTS on Friday, June 14th . Requestors can use the the Header Comments field in their Requisition to indicate if the request is for next fiscal year.
The last day for departments to submit Requisitions for current fiscal year is June 7. Please refer to the 2018-2019 Year End Deadlines for details.
Figure 1: If Requisition is for next fiscal year, reference it in the Header Comments field. Click on image to enlarge.
Some new and exciting enhancements as well as a resolution to a problem with the upload feature were made to the FTS Purchasing/Payment module.
Last month, users reported being unable to upload additional backup documentation for Distributed status Requisition and Vouchers (Direct Payment and Employee/Student Reimbursement). The upload feature is available again.
The search feature for Requisition and Vouchers has been expanded to give users flexibility in locating submitted requests. Enlarge picture by clicking on the image.
- Requisition: Users can search for a request by entering the complete 10-digit Purchase Order Number.
- Requisition: The Purchase Order Number now displays in the search results for Requisitions.
- Direct Payment: Users can search for a request by entering the Supplier name or number.
- Reimbursement: Obtain search results by entering the Employee/Student name or number.