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

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Presentation transcript:

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 Payment Request Credit Memo

BASIC STRUCTURE Vendor

BASIC STRUCTURE

Requisition Purchase Order Payment Request Credit Memo Main PURAP documents

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

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

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

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

BASIC STRUCTURE Business Objects

BASIC STRUCTURE

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

CHALLENGES Requisition Internal Billing

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

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

CHALLENGES PURAP Rule Hierarchy

CHALLENGES PurapDocumentRuleBase snippet

CHALLENGES View Related Documents

CHALLENGES View Related Documents

CHALLENGES PO Change Documents

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

CHALLENGES

ActionStatusPO #DOC #Current Indicator Pending Indicator Open YN Click Amend Pending Amend YY Change In Process NN Submit Open YN Retired Version NN PO Change Documents

CONFIGURATION POINTS Parameters Maintenance Table Data Workflow Points of Integration

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

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

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

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

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

CONFIGURATION POINTS Maintenance Table Data

CONFIGURATION POINTS

Route Levels Workgroups Rules Workflow

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

QUESTIONS? ?