9.0 Town Hall Meeting

1. 9.0 Town Hall Meeting Procurement November 16th, 2009 1:00 PM

2. Procurement 9.0 – Approval Route Workflow Kay McKay

3. Approval Route Workflow Approval Route Workflow Email message will be sent to all approvers, at the same dollar level, when there is a document needing approval Email message will be sent to the originator when the document is approved Email message will be sent to the originator when the document is rejected

4. Approval Route Workflow Approval Route Workflow Email message will be sent to all approvers, at the same dollar level, when there is a document needing approval

5. Approval Route Workflow Approval Route Workflow Email message will be sent to the originator when the document is approved

6. Approval Route Workflow Approval Route Workflow Email message will be sent to the originator when the document is rejected

7. Approval Route Workflow Things to Remember Approval routes are tied to Purchase Requisitions, Contracts, and Purchase Orders and a specific end-user Approvals of documents can be audited to identify when and who approved the documents If a document's key data field is modified after it has been approved, it will need to be approved again Approvers at the same dollar value will each receive an email Once approved at the first dollar value, the next level of approvers will each receive an email

8. Approval Route Workflow Things to Remember Once the total document is approved or rejected, the originator will receive an email If the document is cancelled prior to approval the approver will receive an email stating the document has been cancelled If the document is cancelled after approval, the approver will receive an email stating action is required to remove cancel message

9. Procurement 9.0 – New Fields Kay McKay

10. New Fields

11. New Fields 9.0 CHANGES NEW TABS ADDITIONAL PROPERTIES CATEGORY CODES

12. New Fields

13. New Fields

14. Procurement 9.0 – Account Distribution Kay McKay

15. Account Distribution Example: Split by Account, Percentage, Quantity, and No Split

16. Account Distribution

17. Account Distribution

18. Account Distribution

19. Account Distribution

20. Account Distribution

21. Account Distribution Things to Remember After clicking OK, you cannot change the Distribute by field in the Header After clicking OK, you can change the distributed amount or add more accounts After you receive , you cannot change any of the account distribution information After you receive against the document you cannot change any accounts on the order Account Distribution generates from one document to another Account Distribution copies from Requisition to Requisition

22. Procurement 9.0 – Work With Document Kay McKay

23. Work With Document

24. Work With Document Setting Up and Saving a QueryNote: Records, Sequence

25. Work With Document Setting Up and Saving a Query

26. Work With Document Setting Up and Saving a Query

27. Work With Document Running a Saved Query

28. Work With Document Viewing a Saved Query

29. Work With Document Order Type Filters

30. Work With Document Order Type Filters

31. Work With Document How to Revise

32. Work With Document

33. Work With Document Things to Remember Search show 50 lines instead of 10 Cannot accidently put in a Document number Cannot add Purchase Orders from Contract (OG, OU, O6, ZG) MUST add a cancel date to a Commodity or Service Contract Power Exits save menu scrolling time

34. Work With Document Things to Remember Various sort capabilities are available in the detail lines Order Type Filter is independent of Header and Detail (Goal is to make it dependent with detail). When in the Add mode - Ability to enter Header and Detail data on one screen Create, Save and Edit your own inquiries QBE Search function on Revised Orders.

35. Work With Document Things to Remember Print Purchase Order from Power Exit (no more typing in document number and type) Bounce out to Approval screen based on Document type. Asterisks indicate required fields You must know your document type to do a direct entry (except for Agency Contracts) Revisions can be made from the Power Form

36. Address Book Julie Perez 36

37. Address Book Address Book Request – New or Change • Address Book Request/Change will be available through NIS • End Users will be required to have an Address Book Role to submit requests for New or Changed Address Book Records 37

38. Address Book 38

39. Address Book 39

40. Address Book 40

41. Address Book 41