Approving Transactions - Approver

Steps

• Navigate to pcard.obm.ohio.gov
  
  

1. Login using OAKS credentials.
• The Main Menu displays.
  
  
  
• Options in the Main Menu will differ depending on the user role(s).
2. Click on Transactions.

   

    

• The transaction list displays.
  
  
  
• This list contains transactions to review/approve
• A Cardholder that is also a Supervisor or Approver will see their own transactions as well as transactions that they need to approve.
3. Select a transaction to review/approve.
4. Click on each one of the attachments to review what the cardholder attached.

   

    

5. Click on View Comments to review any comments for the transaction.

   

    

6. If you have Supplier Information to enter, click here.
• Approvers may not have access to this functionality.
7. To enter PO Information, click here.
• Approvers may not have access to this functionality.
• ChartField coding is always optional for all users except the agency’s Final Approver, unless the agency process requires that other roles enter ChartField coding.
8. To enter Contract Information, click here.
• Approvers may not have access to this functionality.
9. To edit MBE/ChartFields click Edit Line/Distribution.

   

    

1. Update the MBE and ChartFields.

   

   

    

• MBE may be locked based on Supplier/Contract information entered.
• If a purchase order was used for the transaction the ChartFields associated to the PO are locked.
10. Click Approve, Update, or Hold Transaction.

    

1. Clicking Approve sends the transaction to the next approver’s list for review and approval, unless the user is the agency’s Final Approver. Final Approvers must ensure that a Supplier has been identified or Supplier Not Found is selected and that all required ChartFields have been entered.
2. Clicking Update sends the transaction back to the approver’s transaction list..
• This option should be used when when the approver is not ready to send the transaction to the next approver..
3. Clicking Send Back requires the user to enter a comment and select who to send the transaction back to for re-work.