Overview
The article guides readers through the process of requesting a Purchasing Authority (Department Shopper Job Grade) using the Oracle and Concur Role Requests form. It offers step-by-step instructions to facilitate a smooth and efficient request process for users seeking this specific task.
Essential Information
- Purchasing Authority privilege can be used by all Financial Units in Oracle.
- The authority will allow Purchase Requisitions to skip the financial unit approver level if the total requisition amount is less than the threshold.
- Departments need to be careful about who has the Purchasing Authority granted to them.
- All Oracle users have a $0 requisition amount assigned to them automatically as part of their basic level of access.
Next Steps
1. Use Oracle and Concur Role Request to request access.
2. In Requested by, enter your email address, or the person you are requesting on behalf of.
3. In Email, will populate the submitter's email address for you to confirm is for the correct person.
4. In the Standard Roles Section, Does the person need delegated purchasing authority?, select Yes.
- Do not make selections for other questions on this part of the form.
5. Click the checkbox under the Acknowledgement section.
6. Click Next.
7. In Oracle & Concur Other Roles, select Options.
8. In Select the home Financial Unit authorizing this person's purchasing delegation, select the financial unit of the team you work for to ensure the request is approved properly.
9. In Select the PO Requisitioner delegated purchasing amount, select the appropriate amount the person is approved for.
10. Click Next.
11. Click Submit.