Technical Review of PURAPAn in-depth technical look at the KFS

Purchasing/Accounts Payable module.

Heather Stapleton

Chris Kirschenman

OVERVIEW

• Basic Structure

• Challenges

• Configuration Points

BASIC STRUCTURE

• Vendor

• Purchasing/Accounts Payable Documents

Requisition

Purchase Order

Payment Request

Credit Memo

BASIC STRUCTURE

Vendor

BASIC STRUCTURE

BASIC STRUCTURE

BASIC STRUCTURE

BASIC STRUCTURE

BASIC STRUCTURE

RequisitionPurchase

OrderPayment Request

Credit Memo

Main PURAP documents

BASIC STRUCTURE

RequisitionPurchase

OrderPayment Request

Credit Memo

Contract Manager

Assignment

APO

notAPO

Automatic Purchase Order (APO)

BASIC STRUCTURE

RequisitionPurchase

OrderPayment Request

Credit Memo

Payment Hold

Remove Hold

Amendment

Close

Reopen

Void

Split (Rel 3)

Retransmit

PO Change Documents

BASIC STRUCTURE

RequisitionPurchase

OrderPayment Request

Credit Memo

Line Item Receiving

CorrectionReceiving

BulkReceiving

Coming in Release 3…

Receiving

Receiving Documents (Release 3)

BASIC STRUCTURE

Purchasing Accounts Payable

Purchase Order

Payment Request

Credit Memo

Purchasing

Accounts Payable

Requisition

PURAP Hierarchy

BASIC STRUCTURE

Business Objects

BASIC STRUCTURE

BASIC STRUCTURE

BASIC STRUCTURE

BASIC STRUCTURE

BASIC STRUCTURE

BASIC STRUCTURE

BASIC STRUCTURE

CHALLENGES

• Accounts on Items

• Account Validation

• Percent vs Amounts

• View Related Documents

• Multiple Documents in one Table

CHALLENGESR

equ

isit

ion

Inte

rnal

Bil

lin

g

CHALLENGES

• Nested positioning of accounting lines

• Custom fields and field suppression

• Changes to allow multiple add lines

Reuse of Accounting Line UI

CHALLENGES

Purchasing Accounts Payable

Purchase Order

Payment Request

Credit Memo

Purchasing

Accounts Payable

Requisition

PURAP Hierarchy

CHALLENGES

PURAP Rule Hierarchy

CHALLENGES

PurapDocumentRuleBase snippet

CHALLENGES

View Related Documents

CHALLENGES

View Related Documents

CHALLENGES

PO Change Documents

CHALLENGES

PO Change Documents

Purchase Order

Payment Hold

Remove Hold

Amendment

Close

Reopen

Void

Split (Rel 3)

Retransmit

CHALLENGES

CHALLENGES

Action Status PO # DOC # Current Indicator

Pending Indicator

Open 1111 00001 Y N

Click Amend

Pending Amend 1111 00001 Y Y

Change In Process 1111 00002 N N

SubmitOpen 1111 00002 Y N

Retired Version 1111 00001 N N

PO Change Documents

CONFIGURATION POINTS

• Parameters

• Maintenance Table Data

• Workflow

• Points of Integration

CONFIGURATION POINTS

• Workgroups

• On/Off Switches

• Defaults

• Requiredness

• Additional Charges

Types of Parameters

CONFIGURATION POINTS

• Workgroups

• On/Off Switches

• Defaults

• Requiredness

• Additional Charges

Types of Parameters

CONFIGURATION POINTS

• Workgroups

• On/Off Switches

• Defaults

• Requiredness

• Additional Charges

Types of Parameters

CONFIGURATION POINTS

• Workgroups

• On/Off Switches

• Defaults

• Requiredness

• Additional Charges

Types of Parameters

CONFIGURATION POINTS

• Workgroups

• On/Off Switches

• Defaults

• Requiredness

• Additional Charges

Types of Parameters

CONFIGURATION POINTS

Maintenance Table Data

CONFIGURATION POINTS

CONFIGURATION POINTS

CONFIGURATION POINTS

CONFIGURATION POINTS

Route Levels

Workgroups

Rules

Workflow

CONFIGURATION POINTS

• B2B (Sciquest)

• Faxing (FaxPress)

• e-Invoicing

Points of Integration – Release 3

QUESTIONS?

?