9/19/00 10:00 A.M.
Attending:
Gerri Lear, Mona Adams, Betty Baringer, Jim Green, Burt Wilson,
Al
Roberson, Laurie St. Amand, Trudy Riley
Decisions
made: The A/P team will meet once a month for now.
Committee members will check the calendar for meeting dates and times.
Tasks
Assigned:
-Jim will work on producing an active
vendor file that can be downloaded into Excel,
after which, Betty Burt and Laurie will
work together to scrub the file
-Betty and Jim will work to identify
additional A/P tables
-Betty and Gerri will work on setting up a
site visit to West Chester University
-Betty and Gerri will meet with Lynda
Ruggerio to refine the A/P list of events
§
There
has been no decision regarding which version (7.5 or 8.0) of PS will be used at
UD.
§
Roby
indicated that version 8.0 has been delayed by approximately three months and
will be brought out sometime in spring 2001.
§
The
single user version of PS will be updated with UD information in approximately
a month.
§
On
September 12, 2000, a list of shadow systems was submitted to the executive
committee from A/P. Lynda Ruggerio is
currently reviewing this list.
§
Gerri
and Betty will meet with Lynda Ruggerio on September 20, 2000 regarding the
events list that was previously submitted to the executive committee by A/P.
§
Gerri
and Betty are working on identifying all A/P reports.
§
Gerri
and Betty ran a supernatural report regarding permanent vendors paid through
A/P since July 1, 2000.
§
Gerri
would like to import supernatural data into excel to create a spreadsheet of
vendors that could be “cleaned up” before being brought into PS.
§
Jim
ran a report from purchasing records on vendors used 5 times or more within a
six-month period beginning on February 22, 2000. The report indicated there were 882 vendors that fit this
criterion within that six-month period.
§
Gerri
requested that Jim run a supernatural report from purchasing information
regarding permanent vendors used from July 1, 2000.
§
Gerri
inquired about utilizing Entire Connection to import data. Jim indicated that he was unfamiliar with
the utilization of this software.
§
In
regard to loading the vendor file, Roby noted that a reasonable amount of data
from the vendor file should be loaded.
There will be time to add to and make adjustments to the vendor file
before going live with PS.
§
Gerri
stated that there is a need to identify other tables that are currently being
used in A/P. She requested that Jim in
conjunction Betty work on identifying these tables.
§
Roby
will inquire from DigiTerra Consulting how to load entries into tables. Tables will need to loaded from both A/P and
Purchasing in order to properly test in the single user version.
§
Gerri
indicated that she has not been able to locate information on the single user
version with regard to payments to non-resident aliens.
§
Gerri
inquired whether payments and tax withholding for non-resident aliens would be
administered through HR.
§
Mona
suggested that Gerri speak with Ellen Lepine regarding this issue.
§
Roby
and Jim both mentioned that during PS training, they heard that PS did not
currently have the functionality for non-resident alien payments.
§
Betty
inquired about enabling 1099s in the single user version. Roby will ask DigiTerra Consulting about
this.
§
Gerri
and Betty will be contacting Don Fogg from West Chester University (WCU)
regarding a visit by them to WCU.
§
Gerri
stated that going forward at this time the PS A/P team would be meeting once a
month. Please check the calendar on the
web site for meeting dates.
§
Roby
stated that room 003 in Hullihen Hall was set up for use. Each committee member should be able to
access the room by swiping their UD ID card at the door. The room has three PCs, a telephone and
copies of all the PS manuals UD currently has.
In order to reserve the room, you may contact Ellen Bourett at extension
2107.
Respectfully
submitted,
Trudy
M. Riley