R12: The Changes, The Training
CUFS R12 Upgrade Project
Becky Darlow & Abdul Khalique
Agenda
The Project and testing so far
R12
Module Updates
Plan and schedule for Training pre and post Go Live
2
Where are we with the project and testing
• 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

Gap
Analysis

Aug-Sept
2013

Sept-Dec
2013
Jan - Feb
2014
Easter
2014 Go
Live
3
CUFS R12 Upgrade Web Page
4
Module Update: iProcurement
• Raising Requisitions
• Cancelling, amending req’s
• Buyers Work Centre
• Searching
• Autocreating
• Approving
• Receipting
• Returning
5
Buyers Work Centre: Autocreate Screen
6
Buyers Work Centre: Order Summary Screen
7
Buyers Work Centre: Suppliers
8
iProc Training: Pre Go Live
 One Combined Req & Buyers
 Master Classes for Auto Creating
and the Buyers Work Centre
 On-line course available throughout
9
Module Update: AP
• Non-matching invoices
• Matching Amendments
• Matching invoices to orders
• Tax amendments
• EC invoices
• VAT only invoices
• Expenses
• Credit Notes/Corrections
• Fixed Assets
• New ‘Quick’ processes
10
AP Screen: New Layout
11
AP Training: Pre Go Live
 On-line AP1 course available
throughout
 AP 2 course
 AP 3 course
 Attendance on at least one of the
following:
• Demonstration
• Classroom
• SIA webinar
 SIA on-line through-out
12
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
13
Collections Work Queue
14
AR Training: Pre Go Live
 Condensed version of the current
course in January only
 Customers
 Collections master class (TBA)
15
Other Module Training: Pre Live
16
Grants: Expenditure Enquiry Screen
17
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
18
Training Post Go Live
On-line
Post
Go
Live
F2F
19
Questions and comments
20