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
•
Next Meeting in September
www.uiowa.edu/ap-purchasing/receiving-2.0