OnBase

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OnBase

• PURCHASE ORDER APPROVALS

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To Begin Log into Internet Explorer. Log onto
the URL as follows http//srlc9onb02/AppNet/log
in.aspx

• OnBase utilizes the FMS account code restriction
  file. This file is an annual file that contains
  your user information. Your userid and every
  account number in the current fiscal year that
  you have access to for lookup and purchase order
  approval is listed in this file. This file is
  updated frequently and should be up to date every
  day.

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The OnBase login screen will appear
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After you log in, the OnBase window will appear
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• You will need to log into the purchase order
  approval workflow. To log in, go to
  DocumentgtWorkflow. The Workflow window will
  appear. Go to P2P Purchase Order Approval. You
  will see several queues in the purchase order
  approval processing area. You will only see the
  purchase orders that are waiting for your
  approval. Select the purchase order approval
  queue.

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A hit list will appear in the right hand pane.
See listing below. Select the purchase order
that you will be reviewing and approving.
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The purchase order selected will appear in the
lower pane for your review.
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• Review this purchase order and if it is to be
  approved, press the approve button in the lower
  right hand pane. You also have the ability to
  DENY the purchase order.
• The approved purchase order status will be
  populated in FMS and the FMS purchase order
  status will be updated. FMS still works as you
  would expect. To see who approved the purchase
  order, go to FMS Lookup Programs Purchase Order
  Lookup. Look at your purchase order and on the
  FMS header screen, press the F7 key and you will
  see who approved the purchase order. If a
  purchase order is approved and the approval list
  does not have the double As next to the user,
  that is an indication that LEVEL9 was the
  approver.