Overview
There are several circumstances where your ePro requisition may require approval(s). Requisition approvals occur after the req is saved and submitted, and prior to its being built into a Purchase Order. This document outlines the U-M policies for requisition approvals. Approval routing is based on either the dollar amount or the ChartFields used in the transaction. The chart below details the rules based on amount and commodity.
All eProcurement Requisitions
| Dollar Threshold | Req Status upon Save/Submit | ePro Requisition Requirements | Transaction Routing/Approval Action |
|---|---|---|---|
| ≥$100,000 | Pending | The total req is $100,000 or over | Department Manager = first approval Procurement buyer = second approval |
Special Request eProcurement Requisitions
| Dollar Threshold | Req Status upon Save/Submit | ePro Requisition Requirements | Transaction Routing/Approval Action |
|---|---|---|---|
| <$10,000 | Approved | Supplier = designated Buyer field = blank |
None |
| Pending | Buyer field = designated | Designated Procurement buyer = processing, approval | |
| Pending | Supplier = blank | Procurement buyer = supplier selection, approval | |
| Account = Hosp Asset | Hospital Capital Assets = approval | ||
| Account = Sponsored | Sponsored Programs = approval | ||
| ≥$10,000 | Pending | Supplier = designated | Procurement Buyer = approval |
| Account = Sponsored | Sponsored Programs = first approval Procurement buyer = second approval |
||
| Account = Hosp Asset | Hospital Capital Assets = first approval Procurement buyer = second approval |
||
| Account = food, technology, or printing | Procurement (commodity) Buyer = approval |
Marketsite+ eProcurement Requisitions
| Dollar Threshold | Req Status upon Save/Submit | ePro Requisition Requirements | Transaction Routing/Approval Action |
|---|---|---|---|
| <$75,000 | Approved | Supplier = designated | None |
| ≥$75,000 | Pending | Total req ≥$75,000 | Procurement Buyer = approval |
| Account = Hosp Asset | Hospital Capital Assets = approval | ||
| Account = Sponsored | Sponsored Programs = approval | ||
| Account = Technology (line or total req >$75,000) | Procurement (commodity) Buyer = approval | ||
| Account = Hosp. Cap. Asset (line >$75,000) | Hospital Capital Assets = first approval Procurement buyer = second approval |
||
| Account and/or Fund = Sponsored (line >$75,000) | Sponsored Programs = first approval Procurement buyer = second approval |
Other Helpful Information
- OSEH and ULAM have their own procedures for ordering radioactive products and animals. Please contact them for the appropriate procedures for ordering those products.
- If a buyer is not designated on a Special Request ePro req over $10,000, M-Pathways routes the transaction to the Procurement Triage group. They will forward it to the appropriate buyer.
- If you want a Special Request ePro transaction under $10,000 to route to Procurement and do not know the appropriate buyer, contact Procurement Services at (734) 764-8212 for this information.
Related Documents
- The supplier invoice and other related documentation may be accessed directly from the WebNow imaging system or via the Imaged Document link on the Voucher Summary page. Refer to Track Voucher Statuses for additional information.
- The information in this document applies to routing and approval of ePro requisitions. There are also approval rules that apply to PO Vouchers. Refer to Voucher Approval Policies for information regarding voucher approvals.