Managing PI or Manager's approval limits in the Online Purchasing System

Tags how-to WADS

Objective

Managw PI or Manager's approval limits in the Online Purchasing System (OPS).

Environment

Latest versions of the following browsers:

  • Chrome
  • Internet Explorer
  • Safari
  • Firefox

Procedure

Set PI (or Managers) Limits (New)

 Note
PI or Managers are assigned to shortcodes through MPathways.
  1. Go to the OPS Finance Page
 Note
If this is a new department, you will want to go to the department setting and near the bottom of the page, set ‘Label used for owner of shortcode’ to PI (or Managers).
  1. Select the desired department.
  2. At the very top, select the Manager Limits or PI Limits button.
 Note
In Facilities it is called Finance Limits.
  1. In the box next to PI Uniqname, type the uniqname and click Go.
  2. In the box next to ‘Limit for <unique name> before approval is required:’ type the amount the PI wants to waive.
  3. For ‘Waive approval for expedited shipping’, it is recommend to keep the default setting of No, .  If the PI would like to waive approval, click on the down arrow and select yes.
  4. Click Save Changes.

Edit PI (or Managers) Limits

 Note
PI or Managers are assigned to shortcodes through MPathways.
  1. Go to the OPS Finance Page.
  2. Select the desired department.
  3. Above the department names, select PI (or Managers) limits.
  4. Under Manage PI Limits, click on View All PI Limits.
  5. Click on the PI’s Name you would like to edit.
  6. In the box next to ‘Limit for <unique name> before approval is required:’ type the  amount the PI wants to waive.
  7. For ‘Waive approval for expedited shipping’, it is recommend to keep the default setting of No, .  If the PI would like to waive approval, click on the down arrow and select yes.
  8. Click Save Changes.

Delete PI (or Managers) Limits

 Note
Please run MRS report and ensure there are no shortcodes assigned to PI (Manager).
  1. Send email to lsa.mis.support@umich.edu to request PI be removed from PI (Managers) Limits.

Details

Article ID: 1721
Created
Wed 5/27/20 10:32 AM
Modified
Fri 10/9/20 9:50 AM