Accessing SCM documents for approval

Good morning,

This message is directed specifically to those who serve in the Agency Fiscal, IOT, IDOA, SBA or Attorney General approval roles in SCM.  

The PeopleSoft Financials PUM upgrade completed last weekend has created some user access issues for the worklist and email options, so I’ve attached the following GMIS document.

9.2 Approval Tile

There are multiple ways to access the SCM information to complete your review prior to approving or denying a contract.  The method you use depends on the information you seek.  You can also navigate to:

* the Contract Document through NavBar>Navigator>Supplier Contracts>Create Contracts and Documents>Contract Entry to search the Find an Existing Value tab by the Contract ID Number.  This allows you to easily access the contract document, supplemental documents, document version history, etc.

* your Approvals through NavBar>Approvals – this is essentially the same as using the Approval tile

If you don't already have the Approval tile, you can find their PS FS Introduction to PeopleSoft Financials 9.2 class in SuccessFactors.  You can retrieve their Understanding and  Personalizing Homepages FS PS 9.2 document there.

Thank you.

Jeania Werner

IDOA Procurement

• 9.2 Approval Tile.docx