Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so...

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Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number: 877-468-2134 Participant code: 182500 © 2010 The Johns Hopkins University. All rights reserved.

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Transcript of Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so...

Page 1: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1

FastFactsFeature Presentation

December 14, 2010

We are using audio during this session, so please dial in to our conference line…

Phone number: 877-468-2134 Participant code: 182500

© 2010 The Johns Hopkins University. All rights reserved.

Page 2: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 2

Today’s TopicWe’ll be taking a look at…

Shopping Cart Approver Overview

Page 3: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 3

Today’s PresenterAnn HummelInstructional Designer and Shopping Cart Instructor

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Slide 4

Session Segments

PresentationAnn will discuss the role and expectations of an approver in Shopping Cart. She will also demonstrate how to approve/reject a cart and how to designate a substitute approver.During Ann’s presentation, your phone will be muted.

Q&AAfter the presentation, we’ll hold a Q&A session. We’ll open up the phone lines, and you’ll be able to ask questions. Ann will answer as many of your questions as time allows.

Page 5: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 5

Contact Us

If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: [email protected] can also send us an instant message!

GoogleTalk – [email protected] Instant Messenger – HopkinsFastFactsMSN – [email protected]

Page 6: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 6

How To View Full Screen

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Slide 7

Survey

SurveyAt the end of this FastFacts session, we’ll ask you to complete a short survey. Your honest comments will help us to enhance and improve future FastFacts sessions.

Page 8: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 8

Shopping Cart Approver Overview

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Slide 9

Agenda

Define the role of a shopping cart approverExamine the workflow process behind approvalsDemonstrate the following:

Approve/reject a cartDesignating a substitute approver

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Slide 10

Assumptions

You are an employee of JHUYou have the Shopping Cart Approver role

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Slide 11

What is the Role of an Approver?

An approver is…An individual with the responsibility and ability to approve or reject such transactions as payments, charges, transfers, purchases, payroll changes.

Approver roles generally also include the name of the type of transaction which can be approved, including the Online Payment Approver and Shopping Cart Approver role.

Page 12: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 12

Importance of an Approver

As an approver, it is your job to…Review each cart and:

Verify that order is allowableVerify that order is allocable

Page 13: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 13

Which Carts Need Approval?

Almost all shopping carts regardless of dollar amount (with the exception of Low Value Purchase Orders – LVPOs) require approval by the person assigned as Approver on the account assignment being charged.

LVPO CAPP, etc.BLPOECPO

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Slide 14

Shopping Cart Approval Workflow

Requisitioner submits

shopping cart.

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Slide 15

Requisitioner submits

shopping cart.Routed based on account assignment being charged Approver

Shopping Cart Approval Workflow

Page 16: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 16

Requisitioner submits

shopping cart.Routed based on account assignment being charged Approver

Shopping Cart Approval Workflow

What if there is more than one approver?

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Slide 17

Approver Y

Approver Z

Approver X

Requisitioner submits

shopping cart.

Shopping Cart Approval Workflow

What if there is more than one approver?

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Slide 18

Approver Y

Approver Z

Approver X

Requisitioner submits

shopping cart.

Shopping Cart Approval Workflow

“First one gets it” rule.

Page 19: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 19

Approver Y

Approver Z

Approver X

Requisitioner submits

shopping cart.

Shopping Cart Approval Workflow

“First one gets it” rule. POPO

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Slide 20

1010000002Approver

1010000003Approver

1010000001Approver

Requisitioner submits

shopping cart.

Shopping Cart Approval Workflow

What if there is more than one budget number for that cart?

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Slide 21

1010000002Approver

1010000003Approver

1010000001Approver

Requisitioner submits

shopping cart.

Shopping Cart Approval Workflow

What if there is more than one budget number for that cart?

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Slide 22

1010000002Approver

1010000003Approver

1010000001Approver

Requisitioner submits

shopping cart.

Shopping Cart Approval Workflow

What if there is more than one budget number for that cart?

POPO

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Slide 23

Additional Notes

An e‐mail (Groupwise, Outlook, etc.) will be sent to each approver for every request they need to approve.

The SRM/Shopping Cart process involves a separate non‐R/3 SAP Inbox, referred to as the “SRM Inbox on the Shopping Cart Approval tab.

If a user with the Shopping Cart Approver role prepares a shopping cart for a cost center they’re assigned as Approver, a separate approval is not necessary.

Page 24: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 24

Demonstration

Let’s demo a real time order. Your screen might need to be reset to full screen mode once we get into the system.

Page 25: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 25

Conclusion

Defined the role of a shopping cart approverExamined the workflow process behind approvalsDemonstrated the following:

How to approve/reject a cartHow to designate a substitute approver

Page 26: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 26

We’re going to open the phone lines now!

There will be a slight pause, and then a recorded voice will provide instructions on how to ask questions over this conference call line.

We’ll be answering questions in the order that we receive them.

We’ll also be answering the questions that were emailed to us during the presentation.

If there’s a question that we can’t answer, we’ll do some research after this session, and then email the answer to all participants.

Q&A

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Slide 27

Thank You!

Thank you for participating!We would love to hear from you.

Are there certain topics that you would like us to cover in future FastFacts sessions?Would you like to be a FastFacts presenter?Please email us at: [email protected]

Page 28: Slide 1 FastFacts Feature Presentation December 14, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 28

Survey

Before we close, please take the time to complete a short survey.Your feedback will help us as we plan future FastFacts sessions.Click this link to access the survey… http://connect.johnshopkins.edu/fastfactssurvey/

Thanks again!


Slide 1 FastFacts Feature Presentation November 13, 2008 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation November 13, 2008 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation November 5, 2009 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation November 5, 2009 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation November 11, 2008 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation November 11, 2008 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation May 29 th, 2008 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation May 29 th, 2008 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation November 15, 2011 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation November 15, 2011 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation December 1, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation December 1, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation August 16, 2011 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation August 16, 2011 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation October 29, 2009 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation October 29, 2009 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation January 13, 2011 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation January 13, 2011 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation December 13 th, 2007 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation December 13 th, 2007 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation February 26, 2009 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation February 26, 2009 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation December 20 th, 2007 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation December 20 th, 2007 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation October 13, 2009 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation October 13, 2009 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation November 18, 2008 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation November 18, 2008 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation February 7 th, 2008 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation February 7 th, 2008 We are using audio during this session, so please dial in to our conference line… Phone number:

FastFacts Feature Presentation Various We are using audio during this session, so please dial in to our conference line… Phone number: 877-468-2134 Participant.

FastFacts Feature Presentation Various We are using audio during this session, so please dial in to our conference line… Phone number: 877-468-2134 Participant.

Slide 1 FastFacts Feature Presentation October 23 rd, 2008 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation October 23 rd, 2008 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation October 14, 2009 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation October 14, 2009 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation December 8, 2009 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation December 8, 2009 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation February 18, 2010 We are using audio during this session, so please dial in to our conference line… Phone number:

Slide 1 FastFacts Feature Presentation February 18, 2010 We are using audio during this session, so please dial in to our conference line… Phone number: