ePro Receiving Meeting 2
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Transcript ePro Receiving Meeting 2
ePro Online Receiving Enhancements
Focus Group Meeting
July 28, 2015
Today’s Agenda
• Review Focus Group Suggestions
• Receiving Mock-up
Demo
• Color Scheme Choice
• Timeline
• Questions/Next
Steps
Focus Group Suggestions Completed or in Progress
On the Receiving page:
Design a more organized look with shading between lines
Add functionality to receive all and apply data to all lines for dates, packing slip, and asset fields
Add calendar widget on all date fields
Add functionality to edit or cancel a receipt
Add Vendor Item ID in same area as Item ID
Define useful options for filtering and searching for different receiving statuses
Sort option for Capital and IT Equipment, and Match Exceptions
Shrink description
Make large orders easier to receive
Eliminate Contract ID and Category Code
Maintain Quantity/Voucher # fields
Maintain the ability to upload receipts and packing slips
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Modify confirmation for quantity/amount entered so user can adjust default location
Allow permitted receivers to add comments at any time
Focus Group Suggestions Completed or in Progress
On Receiving Worklist:
Add functionality to display Vouchers and POs which need receipts
Sort option by priority for POs and Vouchers
Eliminate closed POs and orders with negative lines in worklist
On Requisition:
• Add functionality to add multiple receivers on the requisition
More Information Needed on the Following Suggestions
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Ability to view defects or returns on RMA items which work after the PO is fully received
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Add favorites for asset equipment information
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Ability to add comments on PO to record issues
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Sort option for all vouchers in a particular department (may need admin view)
Color Schemes
Tentative ePro Receiving Project Timeline
Next Steps
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Testing
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Next Meeting in September
www.uiowa.edu/ap-purchasing/receiving-2.0