Private Bag X1290, Potchefstroom
South Africa 2520

Tel:	018 299-4900
Fax:	018 299-4910
Web:	http://www.nwu.ac.za

IO Financial Systems and Reporting
Tel:	+2718 299-4830
Fax:	+2718 299-4837
Email:	antonet.muller@nwu.ac.za

MEMO

To:	FMC

From:	Hanlie Venter & Antonet Müller

Date	11 June 2014

Re:	KFS COA Workflow (routing) associated with the creation of an Account

To all concerned

The application form for a new Oracle activity need to be signed and approve by people responsible for certain aspects associated with an activity e.g. VAT etc.

The electronic document in KFS that creates an account had workflow build into it. Since business at NWU requires more “signatures” we had to build in extra workflow to ensure that an account is approved by all the people responsible.

The workflow (routing) for an account is as follow:

Routing process	Who?	Action
1	Initiator	800 End users	Initiate
2	Fiscal Officer	Per organization (Staff member responsible for Organization’s finance)	Approve
3	Account Supervisor	Head of Organization (Directors/Deans)	FYI
4	Tax Manager	IO Tax Services	Approve
5	Management Accountant	IO Management Accounting Services	Approve
6	Interest Manager	IO Financial Systems and Reporting	Approve
7	Campus Chart Manager	Finance staff on Campus level (Accountants/Senior Admin)	Approve
8	University Chart Manager	IO Financial Systems and Reporting	Approve
9	Final	-	Approval completed

Ad hoc routing should be added to ensure that all NRF accounts are approved by IO Research Support.

Since the approval of each person involved is required, it is important that actions are taken to ensure timeous availability of a new account.

For more information you are welcome to contact Hanlie Venter (hanlie.venter@nwu.ac.za) or Antonet Müller (antonet.muller@nwu.ac.za) via email.

KFS Project Team

Original details: Antonet Müller(10951768) C:\!!Skyf D\KFS\memos\KFS GL Memo 10 – Receipts (NWU REC) in KFS
1 June 2014

File reference: COA & GL Memo 10