The care and feeding of e procurement and einvoice
The Care and Feeding ofeProcurement 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
Vendors Information Flows - eProcurement PO User profile/fund Receipts info PO Info ReceiptsSciQuest Banner PO info Fund, Org, Program FOAP Vendor Provision accounts Parent-Child (XML)
Vendors Information Flows - eInvoice Invoices InvoicesSciQuest Banner
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.php 800-233-1121 – Provide screen shots, error messages
• Restart script Appendix• Reconfiguring eProc after clone• Purging the LDILOG file• Truncating the T_BANNER_EVENTS table• Removing unused UOM values• Monitoring the eProcurement server• Troubleshooting
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