OPeRA Specialist Approval-quick guide
OPeRA draft cart workflow
Shopper creates draft cart in OPeRA
Cart is “Assigned” to the Budget
Holder for Approval
Budget Holder reviews cart in OPeRA
and “Submits Requisition”
Cart is now a “Requisition” and has
entered workflow
Pre-Releaser checks/approves the
requisition (Department release
triggered if applicable)
The material number entered on the
requisition triggers “Specialist
Approval”.
Specialist approval given, background
verifications completed (SAP) Purchase
Order is created
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OPeRA Specialist Approval-quick guide
Once a “Requisition” has been approved by the Pre-Releaser (and any internal department checks have
been made) you will receive an Email from “OPeRA Resource” advising you that there is requisition
requiring your attention. Select the hyperlink within the email this will take you to the “Unassigned
Requisitions Needing Approval”
Alternatively:
From the OPeRA Home shop Page select “Action Items” followed by “Unassigned Requisitions
Needing Approval”
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OPeRA Specialist Approval-quick guide
To expand the list select the arrow next
to the Folder icon this will show all of the
requisitions awaiting approval
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OPeRA Specialist Approval-quick guide
Select the requisition from the list by clicking on the “Requisition
number” this will take you to the Requisition summary screen
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OPeRA Specialist Approval-quick guide
The summary screen enables to you view the all of the important
information at a glance, including Shopper name (this will be the person
you contact should you have a query regarding the order),
department…..(cont. on next page)
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OPeRA Specialist Approval-quick guide
….the supplier being used, the goods being ordered, and (net) unit price.
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OPeRA Specialist Approval-quick guide
To approve the purchase select the option
“Approve/Complete step” or “Approve/Complete step &
show next” (if you have more than one requisition to
approve) then select “Go”
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OPeRA Specialist Approval-quick guide
If you need to query the purchase being made
(i.e. the shopper is not using the approved
suppliers, or you simply require a justification
for the purchase) you can either contact the
shopper via the requisition (in place of an
email) or alternatively return it to them to
amend/delete.
In order to do this you first need to assign
the Requisition to yourself. From the available
actions select the “Assign to myself” option
and then “Go”
To contact the shopper via the comments box:
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OPeRA Specialist Approval-quick guide
Select the Comments Tab followed by “Add
Comment”
The names of the people involved
in the purchase will show in the
Add Comment dialogue box, select
the name of the person/s you
want to contact (if they are not
shown you also have the option
“Add email Recipient”)
Enter your message in the box,
and select “Add Comment” this
will trigger an email to the
recipient and will also log the
comment in the requisition history
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OPeRA Specialist Approval-quick guide
Alternatively you can return it to the requisitioner, here you
can ask for the requisition to be amended or deleted (this
option will return the requisition to the Budget Holder who
can then in turn the cart to the shopper if applicable)
From the “Available actions” select “Return to Requisitioner”
followed by “Go”
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OPeRA Specialist Approval-quick guide
You will be prompted to enter a reason
for the return, (this will trigger an
email to the Requisitioner advising them
that their record has been returned)
Select “Return to Requisitioner”
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