Using the Capital Expenditure Request App

There is one process in this app: ‘Raise Capital Expenditure Request Process’. It has two roles:

1. The ‘CE_Initiator’ role should be given to users who will raise the capital expenditure request.

2. The ‘CE_Approver’ role should be given to those who will approve the request.

STEP 1: Assign Roles:

1. Select users for the CE_Initiator role:

Select-users-for-the-LR_Requester-role.jpg

2. Assign the CE_Initiator role:

Select-Initiator.jpg

3. Similarly, select the users who should be approvers and give them the ‘CE_Approver’ role:

Select-Approver.jpg

STEP 2: Raise Capital Expenditure Request:

1. A user who is ‘CE_Initiator’ can now log in and raise a request for Capital Expense:

Initiating-Capital-Exp.png

2. Start filling out the expense request form, User can add details for multiple Items by clicking the Grey-Selection-box.jp button and selecting ‘Add New CE_itemType’ from the pop out menu.

Add-new-Item-details.jpg

User can Add ‘Additional Expense’ by placing check mark on checklist they wish to add. Once the fields become editable, user can enter description and estimated expense.

Add-Additional-Expense.jpg

Last section on form is for uploading Quotations to be viewed by the approver. First user needs to add a new quotation row by clicking the Grey-Selection-box.jp button and selecting ‘Add New Quotation’ from the pop out menu.

Add-quotation-row.jpg

User can upload the Quotations directly from their machine by clicking the ‘Upload’ button.

click-upload.jpg

Once the request form is filled then press the ‘Approve Capital Expenditure Request’ task to send it for approval.

Forward-CE-process.jpg

NOTES:

• Pressing the Approver task will send the request to all approvers. However, the expense requester can select a particular Approver from the ‘Users’ tab:

select-user.jpg

• The admin can define further types of Departments, Classification, Expenditure Class, Additional Operational Expense checklist and Vendor name from checklist and drop down items tab:

checklist-and-dropdown.jpg

STEP 3: Approve Request

1. A user who has the ‘CE_Approver’ role can now log in and approve the leave:

Open-CE-process-by-approver.jpg

2. Click the ‘Finish’ button after checking the expense request form.

finish.jpg

NOTES:
• If there is a problem use the Comments area to communicate it with the request initiator:

comments.jpg

and then send it back using the ‘Requester’ task.

STEP 4: Monitor Reports

1. Select the ‘Capital Expenditure Report’ from the Settings window (Reports tab).

Select-Expense-Report.jpg

2. The report appears and shows list of expense quotation wise:

Exp-Report.jpg