ePro Online Receiving Enhancements Focus Group Meeting July 28, 2015

Today’s Agenda Review Focus Group Suggestions Receiving Mock-up Demo Color Scheme Choice Timeline Questions/Next Steps

Focus Group Suggestions Completed or in Progress On the Receiving page: Design a more organized look with shading between lines Add functionality to receive all and apply data to all lines for dates, packing slip, and asset fields Add calendar widget on all date fields Add functionality to edit or cancel a receipt Add Vendor Item ID in same area as Item ID Define useful options for filtering and searching for different receiving statuses Sort option for Capital and IT Equipment, and Match Exceptions Shrink description Make large orders easier to receive Eliminate Contract ID and Category Code Maintain Quantity/Voucher # fields Maintain the ability to upload receipts and packing slips Modify confirmation for quantity/amount entered so user can adjust default location Allow permitted receivers to add comments at any time

Focus Group Suggestions Completed or in Progress On Receiving Worklist: Add functionality to display Vouchers and POs which need receipts Sort option by priority for POs and Vouchers Eliminate closed POs and orders with negative lines in worklist On Requisition: Add functionality to add multiple receivers on the requisition

More Information Needed on the Following Suggestions Ability to view defects or returns on RMA items which work after the PO is fully received Add favorites for asset equipment information Ability to add comments on PO to record issues Sort option for all vouchers in a particular department (may need admin view)

Mock-up Demo

#1 Choice Color Schemes Change to

Tentative ePro Receiving Project Timeline June Kickoff Detailed Design July-August IT Programming September Testing Review October-November Finalize Training Go-Live

Next Steps Testing Next Meeting in September www.uiowa.edu/ap-purchasing/receiving-2.0