r12: the changes, the training cufs r12 upgrade project becky darlow & abdul khalique
TRANSCRIPT
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