Follow the CORE Highway

1. Follow the CORE Highway A look at the Road of Integration Winter 2008 User Group Presentation

2. Inventory Item? Asset? Consolidate ? The Agency establishes a need to purchase…. Bedliner Spare Tires Truck

3. Now, follow me down the road of this integrated purchase!

4. AM AP ePro INV PO CM

5. CM Obtain Data File for Loading • Contract is awarded by the state • Catalog management contacts the vendors to obtain vendor item file • Below is the vendor file that was loaded for this demonstration

6. Items are Loaded into Catalog CM • During the loading process items are assigned a CM Number in CORE • All items in the catalog are available for inventory • All CM items are collected to be viewed in ePro catalog search

7. AM AP ePro INV PO CM

8. Items Added to Inventory Business Unit INV • Agencies using the Inventory module are first required to define the Catalog Management item ID to the Inventory business unit before referencing the INV business unit during the requisition process • It is important to reference the Inventory business unit on the ePro requisition for the item to flow into Inventory when received through the Purchasing module

9. AM AP ePro INV PO CM

10. Easy as 1,2,3.. Creating a Requisition ePro

11. Adding an Item ePro Notice the description and all the other information that was loaded in the catalog is brought forward into the ePro Requisition. This reduces the data entry required when doing a Special Request or Online PO.

12. Asset Information Tab ePro

13. Inventory Business Unit ePro

14. Review and Submit ePro

15. ePro Contract Information

16. Confirmation Page ePro

17. Worklist ePro

18. Fully Approved Requisition ePro

19. BATCH Processes ePro • Requisition Budget Check • Sources to an Approved PO • Purchase Order Budget Check • Dispatch

20. AM AP ePro INV PO CM

21. PO Purchase Order

22. Asset Information on PO PO Asset Information on Line 1 of the Purchase Order

23. Asset Information on PO PO Asset Information on Line 3 of the Purchase Order

24. Inventory Information on Line 2 of the Purchase Order PO Inventory Information on PO

25. PO PO Receipt Process

26. Inventory Catalog Management Assets PO PO Receipt Detail

27. Inventory Putaway Information INV

28. PO PO Receipt Detail

29. PO Receipt Detail PO

30. After Receipt is saved. PO PO Receipt Detail

31. AM AP ePro INV PO CM

32. Accounts Payable AP • Create Voucher by Copying from PO Receipt.

33. Accounts Payable AP • Voucher Header Information

34. Accounts Payable AP • Invoice Line Information

35. Accounts Payable AP • Asset Line Information

36. AM AP ePro INV PO CM

37. AM Review Process AM

38. AM Review Process AM

39. AM AM Review Process

40. Consolidate AM Make Sure Interface ID is Blank AM

41. Consolidate AM AM

42. Consolidate AM AM

43. Consolidate AM AM

44. Final Load Preview AM

45. Asset Load Processing The Asset Processor runs the Transaction Loader process to add the pending asset into the Assets Module AM

46. Reviewing Loaded Asset AM

47. Reviewing Loaded Asset AM

48. CM ePro PO INV AP AM What We Accomplished Made a purchase decision/established a need Created a catalog item Prepared a requisition and purchase order Received and identified items Loaded an Inventory item Paid the vendor for all items Loaded a consolidated asset

49. Summary • Integration Characteristics • Communication between modules • Know where you are headed • Am I buying an asset ? • Am I using Catalog Management ? • Is it an Inventory item ? • Is there a receiver ? • Am I making a Change ?

50. Communication is the focal point of successful module integration. No matter where your role is, you can help make integration work !