2. A look at the Road of Integration Winter 2008 User Group Presentation

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

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

5. ePro PO AP AM CM INV

6. Obtain Data File for Loading CM  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

7.  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 Items are Loaded into Catalog CM

8. PO AP AM CM ePro INV

9. 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

10. PO AP AM CM ePro INV

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

12. 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.

13. ePro Asset Information Tab

14. Inventory Business Unit ePro

15. Review and Submit

16. ePro Contract Information

17. ePro Confirmation Page

18. ePro Worklist

19. ePro Fully Approved Requisition

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

21. ePro AP AM CM INV PO

22. Purchase Order

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

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

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

26. PO PO Receipt Process

27. PO PO Receipt Detail Inventory Assets Catalog Management

28. INV Inventory Putaway Information

29. PO Receipt Detail PO

30. PO Receipt Detail PO

31. PO Receipt Detail PO After Receipt is saved.

32. PO CM ePro AM INV AP

33. Accounts Payable  Create Voucher by Copying from PO Receipt.

34. AP Accounts Payable  Voucher Header Information

35. AP Accounts Payable  Invoice Line Information

36. AP Accounts Payable  Asset Line Information

37. PO AP CM ePro INV AM

38. AM Review Process

39. AM

40. AM Review Process

41. Consolidate AM AM Make Sure Interface ID is Blank

42. AM Consolidate AM

43. AM

44. Consolidate AM AM

45. Final Load Preview AM

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

47. Reviewing Loaded Asset AM

48. Reviewing Loaded Asset AM

49. 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 What We Accomplished AM AP CM ePro INV PO

50. 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 ? Summary

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

52. Questions?