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Update Series IV

This update outlines the latest implementation details regarding Purchase Orders (POs) and vendor management across various departments, including the School of Education, Sociology, and more. It highlights the transition to using EPIC and Kuali systems, explores the use of debit and P-cards, and emphasizes the importance of adhering to established approval levels and correct object codes. New vendor pilots are introduced, with functionality updates scheduled for November. Departments are reminded of the minimal current usage in TOPS and encouraged to streamline their requisition processes.

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Update Series IV

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  1. Update Series IV August, 2005

  2. Implementation update • POs: • NW - 5 • EA - 4 • IN - 4 • BL - 7 • SB - 9 • KO – 1 • SE – 3

  3. Pilot Departments • School of Education • Sociology • School of Business • Journalism • School of Music • Admissions • Registrar • Orientation • Financial Aid • Soon: Optometry, French & Italian

  4. Non-IU Accounts • Student Organization Accounts • Current Usage in TOPS is Minimal • Use of P-Card • Exploring use of Debit Cards • Foundation Accounts • Process PO on IU account – transfer funds from the foundation account

  5. Budget and C&G • This approval level can only approve or disapprove – account string is not updatable. • Documents will be disapproved if the object code is incorrect or inappropriate. • The template function can be used to recreate requisition if the object code is incorrect.

  6. Implementation Schedule • New Vendors – Pilot • Invitrogen • Bell Tech.logix • August 27th • Credit Memo Functionality • Allows us to add more pilot vendors • $ threshold on Base Review • November ?? • Remaining functionality • All departments will be using EPIC • Kuali

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