Viewing the Purchase Request Approval pre-defined process

If your organization has chosen to use Axiom for its Capital Purchase Requests process, your organization will need to define its workflow and approval process. If your organization has chosen not to use Axiom’s Purchase Request Approval process, you can ignore this step.

To view the Purchase Request Approval pre-defined process:

1. In the Explorer task pane, in the File Groups section, click Capital Tracking-Purchase Requests > Process Definitions > Purchase Request Approval.

   

2. To view the process steps, click the Process Steps tab.

   

As initially configured, the steps for the Purchase Request Approval pre-defined process include the following:

Step	Description
Owner	The owner is typically the owner (sponsor) of the approved Capital Project. Once the project has been approved for funding AND has an authorized budget, the Owner of the project can start inputting purchase requests against the project.
VP	The VP is typically the Vice President of the owner requesting the funds.
Functional Review	This is a sub process that includes the following steps: IT – Designated IT reviewers review and comment on IT-related requests. Clinical – Designated clinical reviewers review and comment on clinical-related requests. Facilities – Designated facilities reviewers review and comment on facilities-related requests. Legal – Designated legal reviewers review and comment on legal-related requests. HR – Designated human resources reviewers review and comment on human resources-related requests.
Purchasing	Your organization's buyers review the request and get appropriate bids and documentation.
Accounting	Your organization's accounting staff approves the request and ensures that the proper accounts have been chosen.
Close	At this step, the Purchase Request has been approved and can be considered closed.