purap purchasing & accounts payable
DESCRIPTION
Kuali Financial System. PURAP Purchasing & Accounts Payable. U niversity of C alifornia, I rvine Accounting Systems. Agenda. Purchasing/Accounts Payable Module Conversion to Kuali FS Delivery Tab Set a default delivery address for shipping purchases Vendor Tab - PowerPoint PPT PresentationTRANSCRIPT
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University of California, Irvine 2012. All Rights Reserved
PURAPPurchasing & Accounts Payable
University of California, IrvineAccounting Systems
Kuali Financial System
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University of California, Irvine 2012. All Rights Reserved
Agenda Purchasing/Accounts Payable Module
Conversion to Kuali FS Delivery Tab
Set a default delivery address for shipping purchases Vendor Tab
Vendor Onboarding site will be the initial entry point for vendors or individuals doing business with UCI.
Related Documents Tab Lists all documents related to a requisition, such as the purchase order, receiving documents,
payments, and credit memos View Payment History Tab
Lists all payment and credit memos issued against the related purchase orders- including amount, pay date, and check number if payments have been disbursed
Notes and Attachments Tab Displays user notes, attachments, or system-generated information about the document.
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University of California, Irvine 2012. All Rights Reserved
PURAP OverviewPurchasing/Accounts Payable module
Allows department and central users to request goods and services.
Departments & central users can generate and transmit purchase orders.
KFS allows central office users to process invoices and credit memos received from vendors.
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University of California, Irvine 2012. All Rights Reserved
ConversionLegacy System to KFS
RequisitionsInternal Department Process KFS Online Requisition (REQS)
Purchase Orders (POs) Requisition/POs use the same # Requisition/POs use different #
Disbursement Vouchers (DVs) Form 5 and PayQuest Disbursement Voucher (DV)
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University of California, Irvine 2012. All Rights Reserved
Making Purchasing Quicker:Delivery Tab
You can add a default building to your delivery address!
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University of California, Irvine 2012. All Rights Reserved
PURAP Module
Focus on: Decreasing Staff workload Eliminating Outdated Information Increasing User Friendliness
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University of California, Irvine 2012. All Rights Reserved
Want to add a
Vendor or a
Person to KFS?
Get Their
Name & Email!
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University of California, Irvine 2012. All Rights Reserved
KFS Vendor
Onboarding
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University of California, Irvine 2012. All Rights Reserved
KFS Vendor
Onboarding
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University of California, Irvine 2012. All Rights Reserved
KFS Vendor
Onboarding
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University of California, Irvine 2012. All Rights Reserved
Vendor Information Editing Original Info Inputting New Info
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University of California, Irvine 2012. All Rights Reserved
Looking Up Purchase Order InformationDocument Lookup Tab
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University of California, Irvine 2012. All Rights Reserved
Looking Up Purchase Order Information
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University of California, Irvine 2012. All Rights Reserved
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University of California, Irvine 2012. All Rights Reserved
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University of California, Irvine 2012. All Rights Reserved
ResourcesPurchasing Questions
Purchasing and
Contracts Manager
Brant Yancey (949) 824-7606
Accounts Payable
Questions
Accounts Payable Manager
Karen Miller (949) 824-5286
Technical Issues and Training
Technical Support Manager
Elana Scharf (949) 824-3647
Training and
SupportTrainer Melissa
Lee (949) 824-5017
http://kuali.uci.edu/