R12: The Changes, The TrainingCUFS R12 Upgrade Project

Becky Darlow & Abdul Khalique

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R12

The Project and testing so far

Module Updates

Plan and schedule for Training pre and post Go Live

Agenda

Where are we with the project and testing

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Gap Analysis

Aug-Sept 2013

Sept-Dec 2013

Jan - Feb 2014

Easter 2014 Go

Live

• The Build

• Gap Analysis and User review

• First sight user testing August 2013

• System integration testing December 2013 – January 2014

• January 2014 UAT

• Go live upgrade 12noon 16th April to 22nd/23rd April 2014

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CUFS R12 Upgrade Web Page

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Module Update: iProcurement

• Raising Requisitions

• Cancelling, amending req’s

• Approving

• Receipting

• Returning

• Buyers Work Centre

• Searching• Autocreating

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Buyers Work Centre: Autocreate Screen

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Buyers Work Centre: Order Summary Screen

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Buyers Work Centre: Suppliers

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iProc Training: Pre Go Live

11.5.10 Training R12 Upgrade Training

One Combined Req & Buyers

On-line course available throughout

Master Classes for Auto Creating and the Buyers Work Centre

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Module Update: AP

• Non-matching invoices

• Matching invoices to orders

• EC invoices

• Expenses

• Matching Amendments

• Tax amendments

• VAT only invoices

• Credit Notes/Corrections

• Fixed Assets

• New ‘Quick’ processes

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AP Screen: New Layout

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AP Training: Pre Go Live

11.5.10 Training R12 Upgrade Training

On-line AP1 course available throughout

AP 2 course

AP 3 course

SIA on-line through-out

Attendance on at least one of the following:

• Demonstration• Classroom • SIA webinar

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Module Update: AR

• Raising and printing external invoices

• Credit Notes

• Receipting

• Internal Trading

• New ‘Collections’ functions for debt management

• New Dunning letters

• Customer set up

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Collections Work Queue

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AR Training: Pre Go Live

11.5.10 Training R12 Upgrade Training

Condensed version of the current course in January only

Customers Collections master class (TBA)

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Other Module Training: Pre Live

InventoryFixed Assets

General LedgerGrants

No major changes

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Grants: Expenditure Enquiry Screen

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General Update

• Reporting• Work in Progress• COGNOS as is

• Folder Tools• No existing folders will transfer to R12

• Tidy accounts!

• CUFS Java Requirements from April 2014

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Training Post Go Live

Post Go Live

On-line

F2F

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Questions and comments