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

SciQuest Roundtable Lloyd TiamfookSusan Suits UNC CharlotteUNC Wilmington Jim Arlington SciQuest

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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!

UNC SYSTEM FINANCE CONFERENCE 2015

Page 3: SciQuest Roundtable Lloyd TiamfookSusan Suits UNC CharlotteUNC Wilmington Jim Arlington SciQuest

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

UNC SYSTEM FINANCE CONFERENCE 2015

Page 4: SciQuest Roundtable Lloyd TiamfookSusan Suits UNC CharlotteUNC Wilmington Jim Arlington SciQuest

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

UNC SYSTEM FINANCE CONFERENCE 2015

Page 5: SciQuest Roundtable Lloyd TiamfookSusan Suits UNC CharlotteUNC Wilmington Jim Arlington SciQuest

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.

UNC SYSTEM FINANCE CONFERENCE 2015

Page 6: SciQuest Roundtable Lloyd TiamfookSusan Suits UNC CharlotteUNC Wilmington Jim Arlington SciQuest

Preparing for Upgrades – Best Practices

• Does anyone have any methods that work well?

UNC SYSTEM FINANCE CONFERENCE 2015

Page 7: SciQuest Roundtable Lloyd TiamfookSusan Suits UNC CharlotteUNC Wilmington Jim Arlington SciQuest

Forms – Product Description

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

• Any helpful form tips to share?

UNC SYSTEM FINANCE CONFERENCE 2015

Page 8: SciQuest Roundtable Lloyd TiamfookSusan Suits UNC CharlotteUNC Wilmington Jim Arlington SciQuest

Change Order Integration

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

UNC SYSTEM FINANCE CONFERENCE 2015

Page 9: SciQuest Roundtable Lloyd TiamfookSusan Suits UNC CharlotteUNC Wilmington Jim Arlington SciQuest

Email Integration from Banner

• Does anyone have this working?

UNC SYSTEM FINANCE CONFERENCE 2015

Page 10: SciQuest Roundtable Lloyd TiamfookSusan Suits UNC CharlotteUNC Wilmington Jim Arlington SciQuest

Credit Memos

• Does anyone have this working?

UNC SYSTEM FINANCE CONFERENCE 2015

Page 11: SciQuest Roundtable Lloyd TiamfookSusan Suits UNC CharlotteUNC Wilmington Jim Arlington SciQuest

Vendor Information Forms

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

UNC SYSTEM FINANCE CONFERENCE 2015

Page 12: SciQuest Roundtable Lloyd TiamfookSusan Suits UNC CharlotteUNC Wilmington Jim Arlington SciQuest

Summary

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

UNC SYSTEM FINANCE CONFERENCE 2015

Change Order Integration

Page 13: SciQuest Roundtable Lloyd TiamfookSusan Suits UNC CharlotteUNC Wilmington Jim Arlington SciQuest

Question & Answer

UNC SYSTEM FINANCE CONFERENCE 2015