Adding Attachments to Payment Forms  

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Shopper - Shoppers shop for products and services. They create shopping carts based on their shopping. They assign their shopping carts to a requester within their approval workflow (they must know who that requester is). They can add accounting information if they know it, but adding that information is optional for shoppers. Shoppers can perform receiving. The following knowledge and skills will be covered..

• Shopper Presentation
  
  
  

Requester – Requesters are part of the approval workflow. The important function of Requesters is to enter accounting information and submit the related shopping carts as requisitions into their follow-on approval workflow. They must know the correct accounting information. Purchases at all dollar limits will require approval from the department Financial Approver. Requesters can also Shop and perform Receiving. The following knowledge and skills will be covered.

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  Requester Presentation
  
  

Financial Approver – Financial Approvers are part of the approval workflow. They are account sponsors or their designee(s) in FAMS. They approve, reject, or return requisitions. Financial Approvers can also Shop and perform Receiving. Unless in unique and specifically authorized situations, they cannot approve their own requisitions. Some departments may assign Financial Approvers the additional role of Match Exception Approver. Match Exception Approvers investigate and resolve invoice matching exceptions; upon resolving exceptions they approve invoices for payment. The following knowledge and skills will be covered.

         Approver Presentation<

Adding Additional Lines  

Adding Comments, Notes and Attachments  

Approver Quick Reference  

Assigning a Cart  

Assigning Requisitions and Invoices  

Completing the Change Order Form  

Completing the Food & Beverage Payment Request Form  

Completing the Independent Contractor Payment Request Form  

Completing the Licenses Certification Payment Request Form  

Completing the Multi-Purpose Form  

Completing the Payment Request Form  

Completing the Standing Order Form  

Completing the Unusual Form

Creating and Using Bookmarks  

Creating and Using Favorites  

CrimsonCorner Navigation  

CrimsonCorner Roles  

Document Search and Export  

Invoice Search and Payment Validation  

Managing Shopping Carts and Requisitions  

Match Exceptions  

Profile Management  

Receiving  

Requester Quick Reference  

Shopper Quick Reference  

Signing into CrimsonCorner  

Splitting Accounting Lines  

Supplier Search and Additions  

Taking Action on a Requisition  

Using Punch-out Catalogs