The Care and Feeding of eProcurement and eInvoice

Bill Pace UNCC

November 3, 2011

Agenda• Implementation and Infrastructure• Information Flows• Using the eProcurement Console• Using the eInvoice OAS Facility• Utilizing Banner to Assist in Administration• Monitoring the Services• Planning for Upgrades and Cloning• Words to the Wise• Requesting Support from SciQuest and Sungard

Implementation /Infrastructure• Implementation – Nov 10 – Jul 10 eProc– Jul 10 – Jan 11 eInvoice

• Separate VM’s for eProc and eInvoice integration w/ Banner

• Linux Red Hat • Currently on Banner Finance 8.4 (testing Finance 8.6)• Employ IP filtering and Certificates

Information Flows - eProcurement

SciQuest Banner

PO InfoReceipts

PO infoFOAP Vendor

POReceipts

Vendors

Parent-Child (XML)

Fund, Org, Program

Provision accounts

User profile/fund info

Information Flows - eInvoice

SciQuest Banner

Invoices

Invoices

Vendors

eProc Console

eProc Console (continued)

Setting Logging Options

BannerP2PConsumer

BannerAQGateway

Enterprise LoggingServiceEnterpriseTransRouter

ErrorManager

SciQuestRelayConsumer

SciQuestRelayProducer

Logging Levels

• Debug• Info *• Warn• Error *• Fatal

• * - Most useful• Info for Test, Error for Prod

Log File Types• SciQuestRelayConsumer – Activity from Banner *• BannerAQGateway – Banner Message Queue *• EnterpriseLoggingService – Logging of activity• ErrorManager – Error logging• SciQuestRelayProducer – Activity from SciQuest *• BannerP2PConsumer – Activity within Banner• EnterpriseTransRouter – Shows messages between Higher Markets and

Banner

* Most useful

eInvoice OAS Console

eInvoice Logs

eInvoice Log Entries

eInvoice Log Detail

Leveraging Banner

• Provision accounts in SciQuest using Banner employee info• Pass info for user profile at login (employee and fund)• Update fund/org/program through posting to SciQuest

Monitoring Services

• Use of GroundWorks to monitor eProcurement and eInvoice

• Emails and text messages generated as needed• Monitor both eProcurement and eInvoice• Evaluate server and services

Upgrades and Cloning

• Periodic cloning of production to test• Requires reconfiguring/initialization of eProcurement• Requires different sequence of invoice numbers for

eInvoice• Banner upgrades will require restart of eProc and

eInvoice

Words to the Wise• Periodic purging of LDILOG• Weekly restart of eProcurement services• Synching of UOM for Higher Markets and Banner• Periodic truncating of T_BANNER_EVENTS• Restart eProcurement if connection to BANNER is interrupted• Banner will catch up once service is restored• SciQuest transactions that fail after five attempts will need to

be expedited

Support• Sungard Customer Support

https://connect.sungardhe.com/customer_support/– Provide catalina.out, excerpt of log file, configuration and

release details (Banner and integration)

Support• SciQuest Customer Support

http://www.sciquest.com/services/support.php800-233-1121– Provide screen shots, error messages

Appendix• Restart script • Reconfiguring eProc after clone• Purging the LDILOG file • Truncating the T_BANNER_EVENTS table• Removing unused UOM values • Monitoring the eProcurement server• Troubleshooting

Microsoft Word Document

Microsoft Word Document

Microsoft Word Document

Microsoft Word Document

Microsoft Word Document

Microsoft Word Document

Microsoft Word Document