As we continue to support the campus Operating Principle "We Simplify", the Controller's Office and Supply Chain Management have removed the 2nd org node approval step from the payment request form workflow.
Payment Request Forms are used for limited transactions when a Purchase Order is not required and when the expense has already been incurred. Please refer to the Controller's website for guidance on when to use that form type.
As a result, regardless of dollar amount, vouchers associated to Payment Request Forms created after July 5th will no longer require the voucher approval step, which was a redundant action. Requisition Org Node Approval will now serve as the authorization for purchase and payment.
What to expect beginning July 5th:
- Shoppers: No change
- Requisition Creators & Approvers: No change
- Voucher Approvers: Will no longer see payment request vouchers in their Approval’s list.
Any questions about the process should be emailed to the Accounts Payable help desk at email@example.com.
*Payment request form orders auto flip and create voucher (payment) after requisition approval is complete.