Obtain Data File for Loading CM Contract is awarded by the state Catalog management contacts the vendors to obtain vendor item file Below is the vendor file that was loaded for this demonstration
During the loading process items are assigned a CM Number in CORE All items in the catalog are available for inventory All CM items are collected to be viewed in ePro catalog search Items are Loaded into Catalog CM
Items Added to Inventory Business Unit INV Agencies using the Inventory module are first required to define the Catalog Management item ID to the Inventory business unit before referencing the INV business unit during the requisition process It is important to reference the Inventory business unit on the ePro requisition for the item to flow into Inventory when received through the Purchasing module
Adding an Item ePro Notice the description and all the other information that was loaded in the catalog is brought forward into the ePro Requisition. This reduces the data entry required when doing a Special Request or Online PO.
Made a purchase decision/established a need Created a catalog item Prepared a requisition and purchase order Received and identified items Loaded an Inventory item Paid the vendor for all items Loaded a consolidated asset What We Accomplished AM AP CM ePro INV PO
Integration Characteristics –Communication between modules –Know where you are headed Am I buying an asset ? Am I using Catalog Management ? Is it an Inventory item ? Is there a receiver ? Am I making a Change ? Summary
Communication is the focal point of successful module integration. No matter where your role is, you can help make integration work !