ePro Special Request and M-marketsite Requisition Approvals and Routing

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

M-marketsite eProcurement Requisitions

Dollar Threshold Req Status upon Save/Submit ePro Requisition Requirements Transaction Routing/Approval Action
<$25,000 Approved Supplier = designated None
≥$25,000 Pending Total req ≥$25,000 Procurement Buyer = approval
Account = Hosp Asset Hospital Capital Assets = approval
Account = Sponsored Sponsored Programs = approval
Account = Technology (line or total req >$25,000) Procurement (commodity) Buyer = approval
Account = Hosp. Cap. Asset (line >$25,000) Hospital Capital Assets = first approval
Procurement buyer = second approval
Account and/or Fund = Sponsored (line >$25,000) 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.