PURAP Purchasing & Accounts Payable

1. Kuali Financial System PURAPPurchasing & Accounts Payable University of California, Irvine Accounting Systems

2. Agenda • Purchasing/Accounts Payable Module Conversion to Kuali FS • Delivery Tab • Set a default delivery address for shipping purchases • Vendor Tab • Vendor Onboarding site will be the initial entry point for vendors or individuals doing business with UCI. • Related Documents Tab • Lists all documents related to a requisition, such as the purchase order, receiving documents, payments, and credit memos • View Payment History Tab • Lists all payment and credit memos issued against the related purchase orders- including amount, pay date, and check number if payments have been disbursed • Notes and Attachments Tab • Displays user notes, attachments, or system-generated information about the document.

3. PURAP OverviewPurchasing/Accounts Payable module • Allows department and central users to request goods and services. • Departments & central users can generate and transmit purchase orders. • KFS allows central office users to process invoices and credit memos received from vendors.

4. ConversionLegacy System to KFS Requisitions Internal Department Process KFS Online Requisition (REQS) Purchase Orders (POs) Requisition/POs use the same # Requisition/POs use different # Disbursement Vouchers (DVs) Form 5 and PayQuest Disbursement Voucher (DV)

5. Making Purchasing Quicker:Delivery Tab You can add a default building to your delivery address!

6. PURAP Module Focus on: • Decreasing Staff workload • Eliminating Outdated Information • Increasing User Friendliness

7. Want to add a Vendor or a Person to KFS? Get Their Name & Email!

8. KFS Vendor Onboarding

9. KFS Vendor Onboarding

10. KFS Vendor Onboarding

11. Vendor Information Editing Original Info Inputting New Info

12. Looking Up Purchase Order Information Document Lookup Tab

13. Looking Up Purchase Order Information

16. Resources http://kuali.uci.edu/