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

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SciQuest Roundtable Lloyd Tiamfook Susan Suits UNC Charlotte UNC Wilmington Jim Arlington SciQuest

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

Page 1: SciQuest Roundtable Lloyd TiamfookSusan Suits UNC CharlotteUNC Wilmington Jim Arlington SciQuest.

SciQuest Roundtable

Lloyd Tiamfook Susan SuitsUNC Charlotte UNC Wilmington

Jim ArlingtonSciQuest

Page 2: SciQuest Roundtable Lloyd TiamfookSusan Suits UNC CharlotteUNC Wilmington Jim Arlington SciQuest.

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!

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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

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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

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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.

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Preparing for Upgrades – Best Practices

• Does anyone have any methods that work well?

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Forms – Product Description

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

• Any helpful form tips to share?

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Change Order Integration

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

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Email Integration from Banner

• Does anyone have this working?

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Credit Memos

• Does anyone have this working?

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Vendor Information Forms

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

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Summary

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

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Change Order Integration

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Question & Answer

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