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AdminConnect FMS
• AdminConnect
– Reminder that AC is capable of all of what CIMS CORE
can do:
• P/O Requisitions .. And now add Vendor, Internal attachments
and packing slips, receiving documents
• P/O Req to P/O Approval
• Invoice Lookup/Approval … And now more visual with
comparing P/O and Invoice side by side, ability to pull up the
invoice image, new <next> feature to easily approve many
• G/L Lookup and Wildcard .. And now full drill down to the
transaction details, print, show attachments/backup .. download
• G/L Reporting
• P/O, Invoice Lookup and search
• Ability to see previous year, and work/see current and next
AdminConnect FMS
• AdminConnect (Additional Features)
– Field Trip Entry
– Bid Requests (generate P/O Requisitions)
– Stock Requests (order stock from your warehouse or fake
warehouse)
– Work Orders
– See/print permits
– Request account changes/adjustments (journal entries)
and attach backup documentation! … Is anybody using
this and why/why not? Budget Journal entry as admin
allocate their budget!!!
AdminConnect FMS
• AdminConnect (G/L Tip)
– View Activity for all selected accounts
– Switching between control accounts, non-control, using wildcard
AdminConnect FMS
• AdminConnect (Approver Reminder)
– Don’t Forget about the next button
– Any users finding this better in CIMS Core????
AdminConnect FMS
• AdminConnect (Journal Entry Request)
– Request Journal Entry Change
– Budget Increase, or to allocate budget to detail accounts
– Attach supporting documentation
AdminConnect FMS
• AdminConnect (Concerns and Comments)
– Multiple web tabs - definite problem. You cannot have a tab of AC
open working say in one year and another tab working in another ..
Unpredictable results. The more common problem area - one copy
of schoolbooks in one year and one in another .. YIKES! We have
worked on ensuring session variables do not cross products (used
to be a problem between schlbooks and regular)
– Nice that on the web, crashing/freezing does not put you out of
balance. Darnit you lose the whole entry but no half-sided entries
AdminConnect FMS
• AdminConnect (P/O Attachments)
– On a P/O potential to attach:
• Internal document
• Attachment to go to the Vendor with the P/O
• Up to 5 additional packing slip/receiving documents .. Does this
mean schools could/should attach their Packing slip
documents?
– Adjustments made for unrestricted users to more quickly
get to the P/O to attach something
• filter direct to P/O
• no need to check/uncheck items
AdminConnect FMS
• Auto-emailing Admin reminders to ‘Do your work’ .. In EMS
we email if they have not taken care of leave requests,
workshop approvals … is this applicable in FMS?
– A/P Invoice approvals? (Docid and Admin=Y) Invoice
requires approval and invoice posted date = 5 days or
older?
AdminConnect FMS
• On the In List (Web)
– (AC) Accomplished in NEW FRAMEWORK - User will be able to
input an account code or select from a list !!
– (AC) On Approve Invoice view - new ability for admin to update
internal note or P/O Text so they can participate/communicate right
on the document.
– (AC) Be able to manage ACC.TP and ACC.TS from Web
– (AC) Ability to do manual cheques and/or cash receipts from web
(restricted docids)
– (AC) Add Employee# to ACC.TP or ACC.TS or G/L Accounts and
through EC allow them to manage/print on those accounts
– (AC) Provide the ‘Z’ option in G/L lookup like in CIMS Core
AdminConnect FMS
• What are end user #1 complaints in using AC??
– (AC) Accomplished in NEW FRAMEWORK - User will be able to
input an account code or select from a list !!
AdminConnect FMS
• We don’t spend enough time in Finance working out AC !! We
know the features exist but how to we deploy them to end
users !!!?
– There is that assumption that Admin will just ‘catch on’ with all of
the dashboard and duties:
• G/L Lookup and reporting
• Approving P/Os and Invoices
• Reviewing Work Orders, Permits
– Training? Followup? Documentation?
– I know that Seven Oaks has spent time/resources on this at least at
the clerical level … experiences elsewhere???
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