Routing

 

The PCDO document is initiated by the system and routed to the fiscal officer for the account on the transaction. The fiscal officer may change the account(s) on the PCDO to accounts belonging to other fiscal officer(s).

 

The PCDO document then routes to all fiscal officers on the document again. This ensures that all fiscal officers get a chance to see any changes other fiscal officers may have made to their accounts during the first pass through fiscal officer routing. In the base configuration this second approval is required even if the fiscal officer approved the document the first time. If you are not creating procurement card documents with multiple account numbers on the same document this second approval is redundant and can be configured via KIM not to force the user to take a second action.

 

After Fiscal Officer approval the document routes based on the account numbers used on the document as follows:

 

•      Optionally, organization review routing occurs for the organization that owns each account.

•      Optionally, sub-fund routing occurs based on the sub-fund of each account.

 

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Automated Approval