Update Series IV

August, 2005

Implementation update

• POs:– NW - 5 – EA - 4– IN - 4– BL - 7– SB - 9– KO – 1– SE – 3

Pilot Departments

• School of Education• Sociology• School of Business• Journalism• School of Music• Admissions• Registrar• Orientation• Financial Aid• Soon: Optometry, French & Italian

Non-IU Accounts

• Student Organization Accounts– Current Usage in TOPS is Minimal– Use of P-Card– Exploring use of Debit Cards

• Foundation Accounts– Process PO on IU account – transfer funds

from the foundation account

Budget and C&G

• This approval level can only approve or disapprove – account string is not updatable.

• Documents will be disapproved if the object code is incorrect or inappropriate.

• The template function can be used to recreate requisition if the object code is incorrect.

Implementation Schedule

– New Vendors – Pilot• Invitrogen• Bell Tech.logix

– August 27th • Credit Memo Functionality• Allows us to add more pilot vendors• $ threshold on Base Review

– November ??• Remaining functionality • All departments will be using EPIC

– Kuali