University of California, Irvine 2012. All Rights Reserved

PURAPPurchasing & Accounts Payable

University of California, IrvineAccounting Systems

Kuali Financial SystemKuali Financial System

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Agenda Purchasing/Accounts Payable Module

Conversion to Kuali FS Delivery Tab

Set a default delivery address for shipping purchases

Vendor Tab Vendor Onboarding site will be the initial entry point for vendors or individuals doing business

with UCI.

Related Documents Tab Lists all documents related to a requisition, such as the purchase order, receiving documents,

payments, and credit memos

View Payment History Tab Lists all payment and credit memos issued against the related purchase orders- including amount,

pay date, and check number if payments have been disbursed

Notes and Attachments Tab Displays user notes, attachments, or system-generated information about the document.

University of California, Irvine 2012. All Rights Reserved

PURAP OverviewPurchasing/Accounts Payable module

Allows department and central users to request goods and services.

Departments & central users can generate and transmit purchase orders.

KFS allows central office users to process invoices and credit memos received from vendors.

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ConversionLegacy System to KFS

RequisitionsInternal Department Process KFS Online Requisition (REQS)

Purchase Orders (POs) Requisition/POs use the same # Requisition/POs use different #

Disbursement Vouchers (DVs)

Form 5 and PayQuest Disbursement Voucher (DV)

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Making Purchasing Quicker:Delivery Tab

You can add a default building to your delivery address!

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PURAP Module

Focus on: Decreasing Staff workload Eliminating Outdated Information Increasing User Friendliness

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Want to add a

Vendor or a

Person to KFS?

Get Their

Name & Email!

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KFS Vendor

Onboarding

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KFS Vendor

Onboarding

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KFS Vendor

Onboarding

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Vendor Information Editing Original Info Inputting New Info

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Looking Up Purchase Order InformationDocument Lookup Tab

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Looking Up Purchase Order Information

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University of California, Irvine 2012. All Rights Reserved

University of California, Irvine 2012. All Rights Reserved

ResourcesPurchasing Questions

Purchasing and

Contracts Manager

Brant Yancey (949) 824-7606

Accounts Payable

Questions

Accounts Payable Manager

Karen Miller (949) 824-5286

Technical Issues and Training

Technical Support Manager

Elana Scharf (949) 824-3647

Training and

SupportTrainer

Melissa Lee (949) 824-5017

http://kuali.uci.edu/