INTRO

1. INTRO Education Solutions Development, Inc. Purchasing 2.0 ANUA 2013 – San Antonio, Texas

2. Requisitions 2.0 Enhanced Functionality in 2.0 • Redesigned Requisition screen • Cost Center • Requisition/PO Type • Attribute setting at Po Type level • Approval Queue based on PO Type • Redesigned Vendor Detail Area • Bids and Terms/Conditions • Enhanced Search Capabilities • New Approval Screen with complete requisitions information • New parameters and Maintenance Tables

3. Requisitions 2.0 Redesigned Requisition Screen • Requisition Header Screen • Requesting defaults to the logon operator Requesting Center. • Buyer Code is optional – Code table for Buyer • Vendor Contact information defaults from the vendor record but user can override this for the current requisition. • Account Restriction based on PO type. • Option to lock Requisition Date from user data entry (defaults to current date). • Bid and Terms/Conditions (optional) • Allows to enter one Bid and remaining Terms/Conditional. • Shows Bid Attachments. • Approval Hold – User can define the codes.

4. Requisitions 2.0 Redesigned Requisition Screen

5. Requisitions 2.0 Redesigned Requisition Screen • Requisition Details Screen – Merged Item Detail and Account Distribution screen into one. • Import Item details from a .csv file. Separate layouts for regular and textbooks POs. • Catalog for reference for the textbook requisitions. • Ship-To address at Group level - overrides the value on the header for a Group

6. Requisitions 2.0 PO Type Enhanced Functionality • PO Type level attribute setting – Req/PO Type Attribute maintenance table. • Approval Queue based on PO Type: • Regular POs • Warehouse Restocking POs • Construction Contracts • Contract Services • Textbooks PO • Account Restriction based on PO Type ( Doc Account Exception table) • Travel • Warehouse Restocking POs • Contract Services

7. Requisitions 2.0 Enhanced Search Capabilities • Common screen for search and approval list. • Advanced Search for additional filters. • Search on Requesting Center, defaults to cost center of the logon user. • Search on Account Elements. • Requisitions with New Vendors. • Filter by PO Type. • Click on ‘My Approval’ to see list of documents waiting your approval.

8. Requisitions 2.0 Requisition Approval • Approval information can be accessed and Approved from • Requisition Search Screen • Awaiting my Action Screen • Email • Redesigned Approval screen with the requisition details and approval action on the same screen. • Next and Previous buttons to approve multiple documents quickly. • Attachments available on the approval screen for review. • User can attach document at every stage of approval (even after final approval). • NOTE: True for all approval documents. • New Approval Action • Bypass • Review ( used with Role based queue)

9. Requisitions 2.0 Requisition Approval

10. Requisitions 2.0 Bid and Terms • New screen to create bids/terms. • Allows entering requisitions against the Bids. • Requisition screen does validation to requisitions amount is not more bid amount. • System level option to enable and disable Bids/Terms feature

11. Purchasing 2.0 Enhanced Functionality in 2.0 • Redesigned PO screen • Separate Menu for Purchase Receiving. • Enhanced Search Capabilities • New screen to close purchase orders • Print Purchase Orders • PO Print Version – to print POs in APECS 1.0 or 2.0 format • Additional filters by: • PO Type • PO Date Range • Separate page for each Ship-to address

12. Purchasing 2.0 Redesigned PO Screen • PO Entry Entry/Modification • All new features available for Requisitions available for direct Purchase Order entry also. • Account Distribution screens merged with Item Details screen, new screen with title ‘Details’. • Allow user to enter change number, description and approval date when modifying a PO.

13. Purchasing 2.0 Enhanced Search Capabilities • Advanced Search for additional filters. • Search on Account Elements, Previous FY POs. • Filter by PO Type. • Encumbrance Remaining with Totals shown on the result set.

14. Purchasing 2.0 Closing PO’s. • A new screen to close a single or multiple purchase orders (under Purchase Order menu). • Select open purchase orders using combination of filters like Cost Center, PO Date, PO types and Account Elements.

15. Purchasing 2.0 PO Receiving • Enhanced Search Capabilities • Requesting Center will default to logon user cost center. • Option to search for ‘Invoiced but not received POs’. • PO Encumbrance and Receive Status separate columns. • Search by PO Type. • Post Receiving Details Screen • Option to auto-fill receive quantity. • Option to show Outstanding Items only. • PO Receive Status set to ‘Complete’ when all items are fully received.

16. Purchasing 2.0 PO Receiving • Search Screen

17. Purchasing 2.0 PO Receiving • Post Receiving Details Screen

18. Purchasing 2.0 Vendor • Separate menu for Vendor • Vendor Search - Search on Payment Method, 1099 and W9. • Vendor Maintenance • Vendor Detail and Addresses screen merged into a single screen. • Next and Previous buttons to browse through multiple vendors from the search screen.