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MFMP 3.0 What’s New Office Hours Webinar 2011

MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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Page 1: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

MFMP 3.0 What’s New

Office Hours Webinar

2011

Page 2: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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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

Page 3: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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Welcome to MFMP 3.0

MFMP upgraded on September 6, 2011

https://Buyer.MyFloridaMarketPlace.com/Buyer/Main

Page 4: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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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

Page 5: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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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

Page 6: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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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

Page 7: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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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

Page 8: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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Invoices and Invoice Reconciliations

New customizable ―Buyer Dashboard‖ (similar to Analysis 3.0)

Page 9: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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Invoices and Invoice Reconciliations

Create a PO-based invoice

Page 10: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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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

Page 11: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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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

Page 12: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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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

Page 13: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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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

Page 14: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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Invoices and Invoice Reconciliations

IR Mass Update

Page 15: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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Invoices and Invoice Reconciliations

New Legend Item for IR Rejections

Page 16: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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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

Page 17: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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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

Page 18: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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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

[email protected]

Page 19: MFMP 3.0 What’s New€¦ · Webinar Objectives •Answer your questions about MFMP 3.0 –Open discussion forum –Upgrade –Maximize the search function –MFMP 2.0 IR attachments

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MFMP 3.0 Launched September 6, 2011

Delivering the change our customers requested