The Stanford Mobile Approvals app is designed for authorized iProcurement purchase requisition approvers and FYI recipients as an optional method of reviewing and/or approving purchase requisitions from the ease of a mobile device. Enabling mobile approval as an additional option to using the Oracle Workflow Notifications desktop web interface can accelerate purchase request processing for departments.
The Oracle Workflow Notifications desktop web interface can still be used to review and approve purchase requisitions and it is the only current method of reviewing and approving other types of financial transactions (e.g., Expense Requests System, PCard, iJournals, iBudgets, Labor Distribution Adjustments).
About
iProcurement purchase requisitions of all types (e.g., SmartMart Catalog Orders, Amazon Business, Non-Catalog Requests, and SmartMart Contracts) are routed to an authorized requisition approver for review and approval. Oracle Financials uses the account structure to identify authorized approvers based on the PTA account(s) included in the purchase requisition. For more information, refer to Topic Overview: Financial Transaction Approval.
iProcurement purchase requisition approvers and FYI recipients have two methods of reviewing and/or approving purchase requisitions:
- Stanford Mobile Approvals app - Receive instant push notifications on your mobile device when a purchase requisition requires your review and approval, or FYI. Review and/or approve the requisition directly from your mobile device.
- Oracle Workflow Notifications system - Receive email notifications when a purchase requisition requires your review and approval, or FYI. Log in to Oracle Financials (ofweb.stanford.edu) on your laptop or desktop to review and/or approve the requisition.
Both options ensure secure access with multi-factor authentication, notify approvers when a purchase requisition requires action, and include all necessary transaction details and attachments to take appropriate action by reviewing, approving, or rejecting the purchase requisition.
Access
Visit the University IT (UIT) Stanford Mobile Approvals website to learn more about:
- Installing the Stanford Mobile Approval app on IOS/iPhone and Android devices
- Frequently asked questions (FAQs)
- UIT resources and support
Note: Following installation, the Stanford Mobile Approvals app will be blank unless you are an authorized transaction approver and you have notifications that require action.
Learning
Prior to receiving purchase requisition approval notifications, approvers must:
- Be granted Financial System > Approvals > Requisitions authority in Authority Manager which includes authority to review and approve iProcurement, Expense Requests System, and PCard transactions. To view who can grant privileges in an organization, refer to the Authority Manager How Tos.
- Complete required training:
How tos
Step-by-step instructions:
| Category | How-to Instructions: |
| For financial transaction approvers | |
| For financial approvers delegating their approval notifications | |
| For financial approvers sharing their Oracle approval Worklist | |
| For delegatees acting on behalf of other approvers |
Resources
- Checklist: Expenditure Transaction Approval
- Workflow differs slightly among the Oracle Financials systems (iBudgets, iJournals, Expense Requests, iProcurement, Labor Schedules, Labor Distribution Adjustments, and PCard). For specific details, refer to Workflow Variations by Oracle Transaction Type.
- Common Oracle Browser Issues and Resolutions
Reporting
Use Oracle Financials Inquiry Tools (launch Oracle and open the SU Inquiry Tools and Forms folder):
- Use Oracle Financial Approval Authority Query to search for authorized approvers by project, task or by award.
- Use Oracle Vacation Query to help monitor the history of vacation delegation and worklist sharing assignments.
- Use Oracle Pending Transactions inquiry tool to view all purchase requisitions, invoice payments, supplier and payee requests, PCard verifications and Expense Requests system transactions including TCard that are pending an action.
