1. 11 Spring 2016 Update New Features and Functionality APRIL 2016

2. 2 Topics for Today »ePro Requisition »Travel and Expenses »Payment Request Center »Supplier Requests › New features *Save for Later & *Request more information › New Navigation (Main Menu – Suppliers – Supplier Change Request – Initiate Supplier Change) › Same navigation – (Main Menu – Suppliers – Supplier Registration – Register Suppliers)

3. 33 ePro Requisitions

4. 4 Updated Requisition Settings Page

5. 5 Checkout- Review and Submit Page: Funding Fields and Mass Change Feature

6. 6 Mass Change Link

7. 7 Edit Lines/ Shipping/ Accounting for Selected Lines Page

8. 88 Travel and Expenses

9. 9 Three types of Delegate Authorization Levels  Edit  Delegate has the ability to enter and save travel authorization, cash advance or expense report for the traveler, however the traveler will have to submit the save document for processing  Edit & Submit  Delegate has the ability to enter travel authorization, cash advance or expense report for the traveler and submit it for processing. This will be the default setting.  View  Delegate has the ability to enter and save a travel authorization, cash advance or expense report for the traveler, but will not have the ability to edit or submit after it is saved.

10. 10 Delegate Entry Authority Navigation

11. 11 T&E Approver Page Updates Approve Expense Report-Expense Summary

12. 12 T&E Approver Page Updates Approve Expense Report-Expense Details

13. 13 T&E Approver Page Updates View Analytics Options for Approvers

14. 14 Approvers View: Total By Department (Dept ID’s)

15. 15 Approvers View: Total By Project/Activity

16. 16 Approvers View: Total Expenses by Day

17. 17 New Payment Request Feature

18. 18 Searching by Known Supplier Number! »PeopleSoft has added a second search option on the supplier Information tab. You will be able to search by supplier ID if Known!

19. 19 Type in the Supplier ID You Need and Hit Search!

20. 20 Any Questions?

21. 21 Requesting the Addition of a New Supplier *W9 is now required for ALL New suppliers, No matter if Business or Individuals*

22. 22 Navigate: Suppliers, Supplier Registration, Register Suppliers

23. 23 Who to contact?

24. 24 Choose New Supplier or Student Choose if your supplier is a New Supplier, Student (or was ) Or if you are continuing where you left off!

25. 25 Identifying Info Step 2 of 5

26. 26 Add Your W9, Select Upload

27. 27 Review Information, Click Next

28. 28 *Save for Later*

29. 29 Save For Later Notification

30. 30 Continue Where You Left »Click the link and sign into Peoplesoft. Select Continue where you left off. Please enter the Registration ID. Click link in Email.

31. 31 Click Magnifying Glass to Search Your Queue!

32. 32 After Saving for Later, TIN will show as “ALT ID”

33. 33 Put in “Country” After Saving For Later

34. 34 Address Step 3 OF 5

35. 35 Adding ACH Info Step 4 OF 5 Instructions tab U.S. Banks Only No Foreign Bank Accounts

36. 36 Submit Step 5 OF 5

37. 37 Registration Submit Details

38. 38 Email Confirmation of Submission »Email confirmation for submission for approval for Smith, Student Request.

39. 39 Updating an Existing Supplier NEW NAVIGATION

40. 40 Change Existing Supplier For1 of 5m

41. 41 Updating Existing supplier

42. 42 SEARCH BY SUPPLIER NAME »CHANGE ‘SUPPLIER’ TO ‘SUPPLIER NAME’ AND ENTER NAME

43. 43 Supplier Request Form

44. 44 See What is Attached to Supplier Record

45. 45 Updating Existing Supplier

46. 46 Navigate to REVIEW page before hitting Save for Later

47. 47 Save for later Email/ Updating Supplier

48. 48 Saving for Later »Save for later returns this to your working que, follow this navigation

49. 49 Add an address or Update the one currently on file

50. 50 ADD OR UPDATE ACH INFORMATION OR HIT NEXT

51. 51 ACH Information

52. 52 ACH Form

53. 53 *Notice the Difference*

54. 54 Review and Submit

55. 55 Review what you changed! Review and Submit Changes

56. 56 Yes we did it! Supplier Change Request Submit Confirmation

57. 57 Request Additional Information

58. 58 Requesting More Information Added feature

59. 59 Requesting Additional Information

60. 60 Edit Request for Additional information

61. 61 Correct Classification

62. 62 Review Changes

63. 63 Confirm Changes Click Confirm Changes box after you have reviewed.

64. 64 Supplier Request Approved

65. 65 Deny Feature »Deny feature will only be used if your request already exists or if it cannot be completed in any fashion. »*Example: Your address already exists on the supplier. (Hopefully you would have seen this however) »*Example trying to modify address 50 or 1 on Student or Employee records »*Example: Student ID. You must select the Student option and enter student ID. »The Request Additional Information will reduce the amount of Supplier Denials.

66. 66 Open Labs 05/09/16 05/11/16 Columbia & System General Services Building Room 25 Time: 8am-2:30 05/11/16Kansas CityAdmin Ctr Room 101 Volker Time: 11a-4:30p 05/12/16Saint LouisJCP bldg. Room 65 Times 9a-12 & 1p-2:30p 05/17/16Missouri S&T Engineering Mgmt Bldg Rm 235

67. 67 Register Supplier page will be Unavailable beginning April 26 th ! »Register Suppliers Page will be unavailable beginning April 26 th at 5pm! »By 3pm on Friday, April 29 th all supplier Registration Requests should be in Accepted or Rejected Status.

68. 68 Resources »Finance Support Center › Email – financesupport@umsystem.edufinancesupport@umsystem.edu › Phone – Toll Free at 1-877-752-3334 »Accounts Payable Shared Services › http://www.umsystem.edu/oei/sharedservices/apss http://www.umsystem.edu/oei/sharedservices/apss »Training Guides › http://www.umsystem.edu/ums/fa/finance-support- center/peoplesoft_financials http://www.umsystem.edu/ums/fa/finance-support- center/peoplesoft_financials

69. 69 Any Questions?