1 / 51

Follow the CORE Highway

Follow the CORE Highway. A look at the Road of Integration Winter 2008 User Group Presentation. Inventory Item?. Asset? Consolidate ?. The Agency establishes a need to purchase…. Bedliner. Spare Tires. Truck. Now, follow me down the road of this integrated purchase! . AM. AP.

wayne
Download Presentation

Follow the CORE Highway

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  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 !

More Related