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MyFloridaMarketPlace

MyFloridaMarketPlace. MyFloridaMarketPlace User Meeting April 27, 2004. Agenda. Part 1 of User Meeting (For Live and Non-live agency representatives): Update on Blanket Purchase Order Working Group Update on Year End Processing Future User Meeting Topics / Meeting Frequency

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MyFloridaMarketPlace

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  1. MyFloridaMarketPlace MyFloridaMarketPlace User Meeting April 27, 2004

  2. Agenda Part 1 of User Meeting (For Live and Non-live agency representatives): • Update on Blanket Purchase Order Working Group • Update on Year End Processing • Future User Meeting Topics / Meeting Frequency Part 2 of User Meeting (For Live Agency User Group Participants): • Design Review / Change Request Discussion

  3. Blanket Purchase Order Working Group Update (Update from Russ Rothman) • We will have Blanket Purchase functionality within MyFloridaMarketPlace • Master Agreement with Purchase Order release approved by requestor • Blanket Purchase Order • Each option will function differently as to data • When should I use each option? • Next Steps

  4. Update on Year End Processing • Conducted testing last week- all scenarios are working as designed • One outstanding item to be tested: Automated marking of Certified Forwards in FLAIR- scheduled to be tested this week • If agencies are interested in “practicing” the Certified Forward activity, they can execute this in the Sandbox or as part of their Operational Acceptance Testing activities

  5. Agenda Part 1 of User Meeting (For Live and Non-live agency representatives): • Year End Processing Part 2 of User Meeting (For Live Agency User Group Participants): • Design Review / Change Request Discussion

  6. CR 219 – MA Blanket Purchase Orders CR 219: Master Agreement modifications for Blanket Purchase Orders Issue: In order to use the master agreement functionality for blanket purchase orders, agencies have requested the two modifications listed below: • Add Blanket Purchase Order as an indicator to the main page of the master agreement • Create a new requisition business rule filter the will remove all approvers from the workflow if the requisition is being created from a BPO Master Agreement Notes: • In order to create a MA Blanket Purchase Order a user will have to have the Master Agreement Manger Role, Contract Manager, or Contract Administrator

  7. Tips for Invoicing BPO from a PO When creating a Blanket Purchase Order from a Purchase Order it can be time consuming entering the line item detail for the purchase on the Invoice eForm. To make this easier you can utilize the ‘Copy’ button on the Invoice eForm. • On the Invoice Lines screen (Generate Invoice) choose the Purchase Order and click the ‘Generate Invoice’ button. • Once the invoice is generated it will display the ‘Add’, ‘Copy’, ‘Delete’ buttons and allow you to edit the line items. • Clicking the ‘Copy’ button will copy all details of the line you choose to copy, including the accounting information.

  8. Next User Meeting Time / Location • Tuesday, May 11th from 9 a.m. – 11 a.m. • Carr Building, Room 170 • Thanks for your participation !

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