Eprocurement, Strategic Sourcing, and Supplier Contract Management

Eprocurement, Strategic sourcing, and supplier contract management are combined into one module.

General Profiles

AGENCY PROGRAM CONTRACT COLLABORATOR, which allows you to collaborate with other users on the document management page,
HHSC Legal, which allows you to approve SCM legal documents,
CONTRACT_MANAGER, provides access to Add/update contracts and limited access to create/search procurement numbers.
and REQ ENTRY/REQUESTOR, which allows you to create requisitions and order items for others. Selecting this profile will require you to specify who you want to request a requisition on behalf of. In the field, I want the ability to enter requisitions on behalf of, your Employee ID number is there by default. DO NOT DELETE IT. Instead, add a comma, then enter the 11- digit Employee ID number of the staff member that you would like to request on behalf of. (Entering their name (and not their Employee ID) may cause your request to be rejected.) You also need to enter the 3-digit code for entry origin, and the 10-digit codes for the shipping, delivery, and billing locations. If you do not know the correct codes, then consult with your supervisor before submitting the request.

REQ Approver Profiles

IT Specialist Approver

The IT Specialist Approver profile allows to you to review, approve, and deny IT requisitions. Selecting this profile requires you to enter at least one business unit for an IT approver. You will also be required to fill out and submit form PCS 300 (If you are using Internet Explorer and attempt to download the PCS 300 form, you may receive a warning. Ignore the warning and click Save or Open to access the file.)

Req Amount Approver

Req Amount Approver gives you the ability to approve requisitions within a specific dollar threshold for financial and operational services. Selecting this option requires you to enter at least one origin code. You will also be required to fill out and submit form PCS 300 (If you are using Internet Explorer and attempt to download the PCS 300 form, you may receive a warning. Ignore the warning and click Save or Open to access the file.)

Req Asset Reviewer

Selecting the Req Asset Reviewer profile will enable you to review Purchase Order asset information to verify accuracy, accounts, business units, and profile IDs.

Req Chartfield Approver

Req Chartfield Approver provides the ability to approve or deny requisitions, approve Purchaser Orders, as well as perform budget checks, and correct errors in chartfields. Chartfield Approvers are mapped by Business Unit. You will also be required to fill out and submit form PCS 300 (If you are using Internet Explorer and attempt to download the PCS 300 form, you may receive a warning. Ignore the warning and click Save or Open to access the file.). Selecting this profile requires you to enter at least one business unit level approver.

REQ Program Budget Approver

Select the REQ Program Budget Approver profile to review budget information, and review and approve or deny requisitions. Selecting this option requires you to enter at least one origin code for a budget/ QA approver. You will also be required to fill out and submit form PCS 300 (If you are using Internet Explorer and attempt to download the PCS 300 form, you may receive a warning. Ignore the warning and click Save or Open to access the file.)

REQ Supervisor Approver

If you are a manager and require the ability to review, approve, or deny requisitions created by your staff, select the REQ Supervisor Approver profile.

PCS Only Profiles

PCS Contract Administration

PCS Contract Administration provides access to the document management page, where you can request documents, and add or update contracts.

PCS File Room

PCS File Room provides access to the document management page, and the ability to view RFX docs.

PCS Form Approver

PCS Form Approver provides the ability to review, approve, or deny requisitions, and view header comments and attachments. Selecting this option requires you to enter origin codes for different department approvers. You will also be required to fill out and submit form PCS 300 (If you are using Internet Explorer and attempt to download the PCS 300 form, you may receive a warning. Ignore the warning and click Save or Open to access the file.)

PCS Level 1

PCS Level 1 grants high-level access to update requisitions, contracts, and payment orders.

PCS Purchaser QA

PCS Purchaser QA provides the ability to access the document management page and review the document modification summary.

PCS Purchaser/Buyer

Select PCS Purchaser/Buyer if your job requires you to create, approve, close, or reconcile purchase orders, or create contract documents. Selecting this option requires you to select a specific purchaser or buyer role.

PCS REQ BID ROOM

PCS REQ BID ROOM allows you to create and maintain bidders, update event invitations, or create bidder responses.

PCS RIT

Select PCS RIT if your role requires you to update approved requisitions without restarting the workflow.

RFx Bid Profiles

The following profiles provide various access to the new supplier portal, which will go live in September 2019.

CQC Financial Analyst

Select CQC Financial Analyst to upload criteria and sub criteria information, as well as view scores and score history.

Evaluator

The Evaluator profile grants access for evaluating the scoring page.

Solicitation Approver

Solicitation Approver allows you to manually setup a procurement contract that can then be used to track spending in accordance with legal requirements.

Template Library Manager

Template Library Manager is a CQC team-specific profile that allows you to access, manage, and maintain templates for different request methods.

Restricted Profiles

Restricted profiles require a justification if selected.

BUDG_DT_RQ

BUDG_DT_RQ provides the ability to override a budget date. This role requires you to enter a business justification.

OVRD_RQ

OVRD_RQ provides the ability to override a budget for requisitions. This role requires you to enter a business justification.