SciQuest Roundtable Lloyd TiamfookSusan Suits UNC CharlotteUNC Wilmington Jim Arlington SciQuest.

transcript

SciQuest Roundtable

Lloyd Tiamfook Susan SuitsUNC Charlotte UNC Wilmington

Jim ArlingtonSciQuest

Session Etiquette

• Please turn off all cell phones.

• Please keep side conversations to a minimum.

• If you must leave during the presentation, please do so as quietly as possible.

• Thank you for your cooperation!

UNC SYSTEM FINANCE CONFERENCE 2015

Round Table Suggested Topics

• Multi-Remit To Address Integration• Non-PO Invoices• Preparing for Upgrades – Best Practices• Forms – Product Description• Change Order Integration• Email Integration from Banner• Credit Memos• Vendor Information Forms

Multi-Remit To Address Integration

• Requires a change order from SciQuest• Conversion includes all addresses that sync

from Banner to SciQuest• UNC Wilmington has completed this project• Lessons Learned

Non-PO Invoices

• Does anyone have this working in Productions?• What are the challenges?• Are there additional patches or integrations

needed?• What are the costs?• AP Director needed.

Preparing for Upgrades – Best Practices

• Does anyone have any methods that work well?

Forms – Product Description

• How to integrate a description to Banner for ATF (Check Request) and General Svcs Forms.

• Any helpful form tips to share?

Change Order Integration

• Does anyone have this working?• Are there any issues?• Any tips for implementing?

Email Integration from Banner

• Does anyone have this working?

Credit Memos

• Does anyone have this working?

Vendor Information Forms

• How is this done at your school?• Challenges?

Summary

• Additional information from Jim @ SciQuest. See Attached PPT below.

Change Order Integration

Question & Answer

Thank You!

Lloyd Tiamfookltiamfook@uncc.edu

Susan Suitssuitss@uncw.edu

SciQuest Roundtable Lloyd TiamfookSusan Suits UNC CharlotteUNC Wilmington Jim Arlington SciQuest.

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