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Product or Result of this Process
The purpose of this process is the review and execution of a contract or Purchase Order. The process enables external vendors and external executors to electronically route and approve all POs and contracts. The process generated an e-Builder Purchase Order following issuance of the SAP PO, and automatically triggers the Contract Approval process whenever the PO data meets the thresholds for a formal contract document.
Process Details
This process can be started by the Project Coordinator, Project Manager, Administrative Assistant, OCP Planner, SPT Commissioning Lead, SPT Lead, VPF Strategic Sourcing.
1. Initiation
- The Project Coordinator or Project Manager fills out the required fields and executes the Submit action.
- The next step is PM Initiate Process?
2. PM Initiate Process (Decisional Step)
- The PM Initiate Process? conditional step determines the path the process will take based on if the Data Field “Did the PM Initiate the Process?” has a value of “Yes”.
- If the value is Yes the next step is Contract Required?
- If the value is False the next step is PM Review?
3. PM Review
- The PM reviews the process and verifies the Contract or PO being added to the project and chooses the Submit action.
- The next step is Contract Required?
4. Contract Required? (Decisional Step)
- Multiple fields are evaluated to determine the path that the process will take.
- If True the next step is Construction?
- If False the next step is Purch Req MM.
5. Construction?
- Multiple fields are evaluated to determine the path the process will take.
- If True the next step is eB Admin Updates CSI Codes.
- If False the next step is DoF Procurement Reviews.
6. eB Admin Uploads CSI Codes
eB Admin will run take the bid tabulation report and combine it with the process import template to do a quick upload into the processes to get the CSI and GL information on the commitment line item custom fields. Through the import the following action will be taken:
e-Builder Instructions