mfmp 3.0 what’s new€¦ · webinar objectives •answer your questions about mfmp 3.0 –open...
TRANSCRIPT
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MFMP 3.0 What’s New
Office Hours Webinar
2011
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• Welcome to MFMP 3.0
• Webinar Objectives
• Upgrade Review
• Maximize Searches
• MFMP 2.0 IR attachments
• Invoices and Invoice Reconciliations
• Q&A
• Resources
Agenda
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Welcome to MFMP 3.0
MFMP upgraded on September 6, 2011
https://Buyer.MyFloridaMarketPlace.com/Buyer/Main
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Webinar Objectives
• Answer your questions about MFMP 3.0
– Open discussion forum
– Upgrade
– Maximize the search function
– MFMP 2.0 IR attachments
– Suggested topics are catalogs and requisitions
• Demo in the system as needed and as time permits
Welcome to MFMP 3.0
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Handling Questions
• With nearly 200 on today’s webinar, we need to keep phone lines muted to maintain good sound quality for all participants
• To address your questions, we’ll use this process:
– Use the webinar ―chat‖ feature to let us know you have a question.
– We will unmute the phone lines and call your name so you can state your question.
– We will mute the phone lines again as we address your question.
Welcome to MFMP 3.0
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System Searches
• Any customer with MFMP 3.0 access can create system
searches
• Query group enables you to see transactions
enterprise wide
• You can export search results to Excel
• Use at least three search criteria
– PUI
– Date Range
– Other such as vendor, supplier invoice number, or requester
Maximize Searches
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Steps to locate attachments for MFMP 2.0 IRs • From the Home tab on your Dashboard, select Search
• Select Invoice eForm
• In the Supplier Invoice #: field, enter the Supplier’s Invoice
number, which should be the first number listed in the IR before
the dash (-), e.g., 20803835
• Click Search and the Invoice eForm will return
• Click on the Invoice eForm number and scroll down to the
Comments section at the bottom of the INEF
• Here you will locate the attachments associated with the Invoice
Reconciliation (IR20803835-1992474)
MFMP 2.0 IR Attachments
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Invoices and Invoice Reconciliations
New customizable ―Buyer Dashboard‖ (similar to Analysis 3.0)
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Invoices and Invoice Reconciliations
Create a PO-based invoice
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Invoices and Invoice Reconciliations
Create a Contract-based invoice
• Process is similar to the PO-based invoice process
– Select the contract number instead of selecting a purchase order number
– Invoice lines do not populate on the invoice
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Invoices and Invoice Reconciliations
New Invoice tab • View completed invoice
• View Reconciliation
• Invoice date validates when you select the ―next‖ button
• Automatically populates the invoice with the purchase order lines
• Cursor defaults to the quantity field
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Reconciling and Approving • ―To Do‖ Box lets you link to the IRs
– From here you link easily to the IRs
– MFMP 3.0 identifies who initiated the invoice
• Access IRs
– Click the link in the ―To Do‖ box
– Click ―open‖ to begin the reconciliation
Invoices and Invoice Reconciliations
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IR Mass Update
• Finance and Accounting can now mass edit four fields
• Mass Update function is optional
• Invoice Reconciliation Account Mass Update eForm
• You can update Up to 10 IRs at a time (not to exceed 100 lines)
• Accounting validation does not occur on the Mass Edit Update eForm
Invoices and Invoice Reconciliations
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Invoices and Invoice Reconciliations
IR Mass Update
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Invoices and Invoice Reconciliations
New Legend Item for IR Rejections
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Resources
Additional training – Exclusive MFMP recorded training ―tours‖
• ―What’s New in MFMP 3.0‖ series
• Usual functional series
– ―What’s New in MFMP 3.0‖ webinars
• Continue next week
– ―Office Hours‖ webinars each Friday in September
– Resume regular fall workshop training schedule in October
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Resources
MFMP 3.0 Tools & Communications – Updated MFMP 3.0 Manual and System Administrator Manual
– MFMP 3.0 Week One Kit
– MFMP 3.0 Week One Daily Tips
• Find all of these, plus links to training registration on our MFMP 3.0
upgrade website—one spot for you to find what you need!
http://www.dms.myflorida.com/business_operations/state_purchasi
ng/myfloridamarketplace/mfmp_buyers/myflorida_marketplace_too
lkit/mfmp_upgrades/mfmp_3_0_go_live_resources
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Resources
When you have questions, either before or after the
upgrade, feel free to contact the MFMP Customer
Service Desk.
(866) 352-3776
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MFMP 3.0 Launched September 6, 2011
Delivering the change our customers requested