mfmp 3.0 what’s new€¦ · webinar objectives •answer your questions about mfmp 3.0 –open...

of 19 /19
MFMP 3.0 What’s New Office Hours Webinar 2011

Upload: others

Post on 08-Aug-2020

4 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

MFMP 3.0 What’s New

Office Hours Webinar

2011

Page 2: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

2

• Welcome to MFMP 3.0

• Webinar Objectives

• Upgrade Review

• Maximize Searches

• MFMP 2.0 IR attachments

• Invoices and Invoice Reconciliations

• Q&A

• Resources

Agenda

Page 3: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

3

Welcome to MFMP 3.0

MFMP upgraded on September 6, 2011

https://Buyer.MyFloridaMarketPlace.com/Buyer/Main

Page 4: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

4

Webinar Objectives

• Answer your questions about MFMP 3.0

– Open discussion forum

– Upgrade

– Maximize the search function

– MFMP 2.0 IR attachments

– Suggested topics are catalogs and requisitions

• Demo in the system as needed and as time permits

Welcome to MFMP 3.0

Page 5: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

5

Handling Questions

• With nearly 200 on today’s webinar, we need to keep phone lines muted to maintain good sound quality for all participants

• To address your questions, we’ll use this process:

– Use the webinar ―chat‖ feature to let us know you have a question.

– We will unmute the phone lines and call your name so you can state your question.

– We will mute the phone lines again as we address your question.

Welcome to MFMP 3.0

Page 6: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

6

System Searches

• Any customer with MFMP 3.0 access can create system

searches

• Query group enables you to see transactions

enterprise wide

• You can export search results to Excel

• Use at least three search criteria

– PUI

– Date Range

– Other such as vendor, supplier invoice number, or requester

Maximize Searches

Page 7: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

7

Steps to locate attachments for MFMP 2.0 IRs • From the Home tab on your Dashboard, select Search

• Select Invoice eForm

• In the Supplier Invoice #: field, enter the Supplier’s Invoice

number, which should be the first number listed in the IR before

the dash (-), e.g., 20803835

• Click Search and the Invoice eForm will return

• Click on the Invoice eForm number and scroll down to the

Comments section at the bottom of the INEF

• Here you will locate the attachments associated with the Invoice

Reconciliation (IR20803835-1992474)

MFMP 2.0 IR Attachments

Page 8: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

8

Invoices and Invoice Reconciliations

New customizable ―Buyer Dashboard‖ (similar to Analysis 3.0)

Page 9: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

9

Invoices and Invoice Reconciliations

Create a PO-based invoice

Page 10: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

10

Invoices and Invoice Reconciliations

Create a Contract-based invoice

• Process is similar to the PO-based invoice process

– Select the contract number instead of selecting a purchase order number

– Invoice lines do not populate on the invoice

Page 11: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

11

Invoices and Invoice Reconciliations

New Invoice tab • View completed invoice

• View Reconciliation

• Invoice date validates when you select the ―next‖ button

• Automatically populates the invoice with the purchase order lines

• Cursor defaults to the quantity field

Page 12: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

12

Reconciling and Approving • ―To Do‖ Box lets you link to the IRs

– From here you link easily to the IRs

– MFMP 3.0 identifies who initiated the invoice

• Access IRs

– Click the link in the ―To Do‖ box

– Click ―open‖ to begin the reconciliation

Invoices and Invoice Reconciliations

Page 13: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

13

IR Mass Update

• Finance and Accounting can now mass edit four fields

• Mass Update function is optional

• Invoice Reconciliation Account Mass Update eForm

• You can update Up to 10 IRs at a time (not to exceed 100 lines)

• Accounting validation does not occur on the Mass Edit Update eForm

Invoices and Invoice Reconciliations

Page 14: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

14

Invoices and Invoice Reconciliations

IR Mass Update

Page 15: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

15

Invoices and Invoice Reconciliations

New Legend Item for IR Rejections

Page 16: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

16

Resources

Additional training – Exclusive MFMP recorded training ―tours‖

• ―What’s New in MFMP 3.0‖ series

• Usual functional series

– ―What’s New in MFMP 3.0‖ webinars

• Continue next week

– ―Office Hours‖ webinars each Friday in September

– Resume regular fall workshop training schedule in October

Page 17: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

17

Resources

MFMP 3.0 Tools & Communications – Updated MFMP 3.0 Manual and System Administrator Manual

– MFMP 3.0 Week One Kit

– MFMP 3.0 Week One Daily Tips

• Find all of these, plus links to training registration on our MFMP 3.0

upgrade website—one spot for you to find what you need!

http://www.dms.myflorida.com/business_operations/state_purchasi

ng/myfloridamarketplace/mfmp_buyers/myflorida_marketplace_too

lkit/mfmp_upgrades/mfmp_3_0_go_live_resources

Page 18: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

18

Resources

When you have questions, either before or after the

upgrade, feel free to contact the MFMP Customer

Service Desk.

(866) 352-3776

[email protected]

Page 19: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

19

MFMP 3.0 Launched September 6, 2011

Delivering the change our customers requested