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Heather Stapleton Chris Kirschenman

Technical Review of PURAP An in-depth technical look at the KFS Purchasing/Accounts Payable module. Heather Stapleton Chris Kirschenman. OVERVIEW. Basic Structure Challenges Configuration Points. BASIC STRUCTURE. Vendor Purchasing/Accounts Payable Documents Requisition Purchase Order

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Heather Stapleton Chris Kirschenman

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  1. Technical Review of PURAPAn in-depth technical look at the KFS Purchasing/Accounts Payable module. Heather Stapleton Chris Kirschenman

  2. OVERVIEW • Basic Structure • Challenges • Configuration Points

  3. BASIC STRUCTURE • Vendor • Purchasing/Accounts Payable Documents Requisition Purchase Order Payment Request Credit Memo

  4. BASIC STRUCTURE Vendor

  5. BASIC STRUCTURE

  6. BASIC STRUCTURE

  7. BASIC STRUCTURE

  8. BASIC STRUCTURE

  9. BASIC STRUCTURE Main PURAP documents Requisition Purchase Order Payment Request Credit Memo

  10. BASIC STRUCTURE Automatic Purchase Order (APO) Requisition APO Purchase Order Payment Request Credit Memo not APO Contract Manager Assignment

  11. BASIC STRUCTURE PO Change Documents Requisition Purchase Order Payment Request Credit Memo Amendment Retransmit Payment Hold Remove Hold Close Reopen Void Split (Rel 3)

  12. BASIC STRUCTURE Receiving Documents (Release 3) Requisition Purchase Order Payment Request Credit Memo Receiving Coming in Release 3… Line Item Receiving Correction Receiving Bulk Receiving

  13. BASIC STRUCTURE PURAP Hierarchy Purchasing Accounts Payable Accounts Payable Purchasing Requisition Purchase Order Payment Request Credit Memo

  14. BASIC STRUCTURE Business Objects

  15. BASIC STRUCTURE

  16. BASIC STRUCTURE

  17. BASIC STRUCTURE

  18. BASIC STRUCTURE

  19. BASIC STRUCTURE

  20. BASIC STRUCTURE

  21. BASIC STRUCTURE

  22. CHALLENGES • Accounts on Items • Account Validation • Percent vs Amounts • View Related Documents • Multiple Documents in one Table

  23. CHALLENGES Internal Billing Requisition

  24. CHALLENGES Reuse of Accounting Line UI • Nested positioning of accounting lines • Custom fields and field suppression • Changes to allow multiple add lines

  25. CHALLENGES PURAP Hierarchy Purchasing Accounts Payable Accounts Payable Purchasing Requisition Purchase Order Payment Request Credit Memo

  26. CHALLENGES PURAP Rule Hierarchy

  27. CHALLENGES PurapDocumentRuleBase snippet

  28. CHALLENGES View Related Documents

  29. CHALLENGES View Related Documents

  30. CHALLENGES PO Change Documents

  31. CHALLENGES PO Change Documents Purchase Order Amendment Retransmit Payment Hold Remove Hold Close Reopen Void Split (Rel 3)

  32. CHALLENGES

  33. CHALLENGES PO Change Documents

  34. CONFIGURATION POINTS • Parameters • Maintenance Table Data • Workflow • Points of Integration

  35. CONFIGURATION POINTS Types of Parameters • Workgroups • On/Off Switches • Defaults • Requiredness • Additional Charges

  36. CONFIGURATION POINTS Types of Parameters • Workgroups • On/Off Switches • Defaults • Requiredness • Additional Charges

  37. CONFIGURATION POINTS Types of Parameters • Workgroups • On/Off Switches • Defaults • Requiredness • Additional Charges

  38. CONFIGURATION POINTS Types of Parameters • Workgroups • On/Off Switches • Defaults • Requiredness • Additional Charges

  39. CONFIGURATION POINTS Types of Parameters • Workgroups • On/Off Switches • Defaults • Requiredness • Additional Charges

  40. CONFIGURATION POINTS Maintenance Table Data

  41. CONFIGURATION POINTS

  42. CONFIGURATION POINTS

  43. CONFIGURATION POINTS

  44. CONFIGURATION POINTS Workflow Route Levels Workgroups Rules

  45. CONFIGURATION POINTS Points of Integration – Release 3 • B2B (Sciquest) • Faxing (FaxPress) • e-Invoicing

  46. QUESTIONS? • ?

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