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KFS Brown Bag: Requisitions

KFS Brown Bag: Requisitions . Wednesday – September 18, 2013 12:00 – 1:00 pm McKeldin Library 6137. Welcome and Introductions. April Weimer Procurement Lead, UMCP Chenise Patterson AP Lead, UMCP. Cora Mayo Procurement & AP Partner Lead, Navigator.

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KFS Brown Bag: Requisitions

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  1. KFS Brown Bag: Requisitions Wednesday – September 18, 2013 12:00 – 1:00 pm McKeldin Library 6137

  2. Welcome and Introductions • April Weimer Procurement Lead, UMCP • Chenise Patterson AP Lead, UMCP • Cora Mayo Procurement & AP Partner Lead, Navigator • Please welcome some of our KFS REQS Team Members- Contact us at kfs@umd.edu

  3. Objectives We have two main objectives for today: Present an overview of Requisitions Demo of Requisitions (REQS) Contact us at kfs@umd.edu

  4. KFS Requisitions overview Contact us at kfs@umd.edu

  5. Overview • What is new in the world of Requisitions: • Only one single KFS document is used to purchase all goods • and/or services. • ELF Small Procurement Orders, Master Contract Releases and • Paper Requisitions will all be processed using a Requisition in KFS. • If the amount on the Requisition is < $5,000.00 KFS will automatically generate a Purchase Order. • If the Requisition uses a Campus Wide Vendor Contract (previously Master Contracts) and the amount is <$50,000.00 KFS will automatically generate a Purchase Order. • Requisitions above these thresholds will be assigned to a Contract Manager (Buyer, Procurement Specialist, or Procurement Coordinator) at the selected Procurement Office for processing and issuing of the Purchase Order. Contact us at kfs@umd.edu

  6. Overview What is new in the world of Requisitions continued: • Users will have to select a Procurement Address on each Requisition. • Users will have to search for and select a Commodity Code on each Requisition. • Electronic tracking of documentation throughout the entire process from submission, through all approvals, to printing. Contact us at kfs@umd.edu

  7. Demo Contact us at kfs@umd.edu

  8. Demo Contact us at kfs@umd.edu

  9. DEMO Contact us at kfs@umd.edu

  10. DEMO Contact us at kfs@umd.edu

  11. DEMO Contact us at kfs@umd.edu

  12. DEMO Contact us at kfs@umd.edu

  13. DEMO Contact us at kfs@umd.edu

  14. DEMO Contact us at kfs@umd.edu

  15. DEMO Contact us at kfs@umd.edu

  16. DEMO Contact us at kfs@umd.edu

  17. DEMO Contact us at kfs@umd.edu

  18. DEMO Contact us at kfs@umd.edu

  19. Questions? Contact us at kfs@umd.edu

  20. Brown Bag Series Dates The Kuali Financial System (KFS) will replace FRS in 2014. If you are a current user of FRS and would like to know more about how KFS will change financial processing for the university, join us for the KFS Brown Bag Series.  These informal one-hour sessions will be held every other Wednesday and will feature knowledgeable VPAF representatives talking about key features of KFS. • July 17th, 2013 – KFS Reporting • July 31st, 2013 – KFS Reporting • August 14th, 2013 – KFS – What about Training? • August 28th, 2013 – KFS Internal Billing • September 4th, 2013 – What is KFS and why are we doing it now? • September 18th, 2013 - KFS Requisitions • October 2nd, 2013 – Labor Distribution and Preparation of Salary Transfers - https://www1.gotomeeting.com/register/842612977 • October 16th, 2013 – KFS – What about Training? https://www1.gotomeeting.com/register/476382488 All meetings are scheduled from 12–1:00 pm and, if not otherwise noted, will be held in 6137 McKeldin Library* * As dates, locations and topics may change, please check the website for the latest information Contact us at kfs@umd.edu

  21. Brown Bag Series Schedule For more information on KFS and for the latest Brown Bag Schedule: … Check out updates to the VPAF KFS page … http://vpaf.umd.edu/kuali/index.html Contact us at kfs@umd.edu

  22. Contact Us For additional information regarding this presentation, please contact: • April Weimer • 301-405-5848 • dpsadmin@umd.edu • KFS • 301-405-3020 • kfs@umd.edu Thank you for attending today! Contact us at kfs@umd.edu

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