Making Purchases on Expired Accounts
There is a business rule in KFS that prohibits users from creating Requisitions (REQ) on expired accounts. While this may present an administrative inconvenience it does provide a mechanism to ensure that project spending, particularly purchasing of supplies, occurs within the period of performance. As a project nears the end of its performance period, it [...]
Makin’ Copies
Do you create similar orders to the same vendor week after week? Tired of starting from scratch every time? If so, you’ll love the KFS capability to copy a previously created requisition. Simply search for the old one and select the “Copy” button. Then you can then make any adjustments needed to the copied data [...]
Integration, or It’s All Connected
Words like “integrated system” (which KFS is) don’t mean much until you start to compare old and new ways of doing things. Let’s say that today you want to see the original requisition for a purchase order. Since you can see requisition information only up to the point you submitted it to Purchasing, you must [...]
Search Gets Flexible
The searching capabilities in KFS will amaze you! In our current system, you can search for purchasing documents using just a handful of parameters. When we move to KFS, you’ll be able to search by document type (requisition, purchase order, payment request) or number, date(s), description, account number, status, and amounts. You’ll even be able [...]
Purchasing, Routing, and Approvals
Similar to today’s purchasing web form, a casual user will be able to create requisitions in KFS with basic information and without knowing the account number. But she won’t select the person to approve it, as our current system allows. The requisition e-doc will automatically route to a content reviewer, who will have been assigned by [...]
You’ve got KFS mail.
You’ve heard that workflow will be the core of the new KFS world, and that it will be predefined. But have you heard that you—yes, you—will be able to add new individuals into the standard workflow? How about sending your requisition for approval to your principal investigator (PI)? Or sending an FYI to the customer [...]
Trade in your F-keys
F8 to go forward, F9 to reload, F10 to approve…if you’re an APPS user, these and umpteen other function key definitions are engraved in your memory so you can get your work done. But you can say good riddance to those cumbersome mainframe methods when KFS goes live. Like any up-to-date, user-friendly system should have, [...]
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