1. Agenda Design Drivers What is Changed? User Productivity Kit MSU Supplier Setup Maintenance (UPK) Requisition Creation (Business Process ) MSU Requisition Creation (UPK) Requisition Approval – Non Grants (Business Process) MSU Requisition Approval (UPK) Requisition Creation – Grants / Capital Project (Business Process) MSU Requisition Creation Grants / Capital Project (UPK) Requisition Approval – Grants (Business Process) MSU Manage Requisition (UPK) MSU Change Request (UPK) MSU Receipts RTV (UPK) 1

2. Design Drivers Reduce/eliminate paper processing Create an item master file with suppliers and pricing information Make requisition readily available and transparent to requesters Maintain comprehensive information about suppliers with respect to BRC, Chapter 51, Additional Reporting Information, 1099 etc. 2

3. What is changed? ProcessesCurrent(Legacy)Future (Go Live) ApprovalsPaper basedSystemic approval of requisitions, purchase orders and vouchers AttachmentPhysical copiesScanned documents can be attached in the system FlexibilityPaper based approvalsSystemic ad-hoc approvers can be added to requisitions, purchase orders and vouchers OptionsNo punchout requisitionsPunchout requisition creation with W.B Mason and Grainger TrackingMultiple places to track the requisition lifecycle Requisition life cycle from creation till payment tracked on one page. Best PracticeReceiving optionalReceiving required on all goods and services procured 3

4. User Productivity Kit (UPK) 4 Computer Based Training for applications and processes Self-paced learning for end users Available via web access Accessible by campus users URL - https://pstraining.Montclair.edu/UPK1/data/toc.html

5. User Productivity Kit (UPK) 5 Available Interactive Player Modes See It! – watch a demonstration of a specific process Try It! – shows each mouse click or keystroke to be made, and you click and keyboard through the process Know It? – tests the user on how well they know the process Do It! – view the steps of a process in a small window alongside the PeopleSoft page on which you are working Print It! – hardcopy of the individual steps required to complete the process

6. User Productivity Kit (UPK) 6

7. MSU Supplier Setup Maintenance (UPK) 7

8. Requisition Creation 8

9. MSU Requisition Creation (UPK) 9

10. Requisition Approval – Non Grants 10

11. MSU Requisition Approval (UPK) 11

12. Requisition Creation – Grants / Capital Project 12

13. MSU Requisition Creation Grants / Capital Project (UPK) 13

14. Requisition Approval – Grants 14

15. MSU Manage Requisition (UPK) 15

16. MSU Change Request (UPK) 16

17. MSU Receipts RTV (UPK) 17