Wednesday, October 26, 2022

The ePro application has been modified to use Universal Workflow.  UI Purchasing will release the updated application on November 1, 2022.  All forms routing in legacy workflow will continue forward in legacy until the transaction is completed.  Only new transactions submitted on November 1st will utilize Universal Workflow.

 

Legacy Workflow routing for eVouchers and Purchase Requisitions (PReqs) have been copied over to Universal Workflow and is available for review.  Details of the rules that were used to create the routings in Universal Workflow and the forms for eVouchers and PReqs are provided in this email. 

 

Offices:

If an office existed in both legacy workflow and Universal, the route was copied to Universal.

  1. If an office existed in legacy workflow, but not Universal, the office was created, and the route was copied to Universal.
  2. If an office was copied over to Universal for ProTrav, but manually deleted by office admins, the office was not copied over for ePro.
  3. If an org/dept did not have routes set up in legacy, the office was set “Default”.
  4. If an org/dept/sub department did not have routes set up in legacy, the office was set to “Opt Out”.

 

Note: In Legacy, the subdepartment field was free form and allowed entry to alphanumeric information that did not necessarily correspond with the MFK subdepartment. If a legacy workflow had a custom subdepartment, then both the customer sub department and the corresponding MFK workflows were created.

 

Terminated Employees:

  1. If a termed employee was the only approver on legacy workflow route, the route was not copied over to Universal.
  2. If a termed employee was one of multiple approvers on legacy workflow route, the route was copied over without the termed employee.

 

Listed below are the form types for Purchase Requisitions and eVouchers.

Purchase Requisitions Types:

Requisition: Purchase Requisition: 10,000 to 49,999.99

Requisition: Purchase Requisition: 50,000 and Over

Requisition: Purchase Requisition: Under 10,000

Requisition: eBuy Requisition: 10,000 to 49,999.99

Requisition: eBuy Requisition: 50,000 and Over

Requisition: eBuy Requisition: Under 10,000

 

eVouchers Types (many new!):

Voucher: eVoucher Service Voucher: Award

Voucher: eVoucher Service Voucher: Consultant

Voucher: eVoucher Service Voucher: Guest Speaker

Voucher: eVoucher Service Voucher: Honorarium

Voucher: eVoucher Service Voucher: Miscellaneous

Voucher: eVoucher Service Voucher: Musician/Performer

Voucher: eVoucher Service Voucher: Peer Reviewer

Voucher: eVoucher Service Voucher: Royalties

Voucher: eVoucher Service Voucher: Stipend

Voucher: eVoucher Service Voucher: Transcription

Voucher: eVoucher: Food

Voucher: eVoucher: Food/Alcohol

Voucher: eVoucher: Freight

Voucher: eVoucher: Medical Services

Voucher: eVoucher: Miscellaneous

Voucher: eVoucher: Refund

Voucher: eVoucher: Reimbursement

Voucher: eVoucher: Research Subject

Voucher: eVoucher: Subscription/Memberships

Voucher: eVoucher: Travel Related

Voucher: eVoucher: UI Sponsored Conference Food & Beverage

Voucher: eVoucher: Utilities/Rent

Voucher: eVoucher: Vendor Awards

 

Additional information on the visual changes to the system will be posted on our website soon.  We will send out another communication as we near November 1st.

 

If you have questions, please contact Chris Leichty at chris-leichty@uiowa.edu or 319-335-0384.