 | Automate PC to AM close process for creation of assets | |
| Automate capital interest billing process based on average CIP balance | |
| Validation of critical fields within project set up pages | |
| Populate fiscal year and accounting period of proj_resource table | |
| Send receipt accruals to PC with own analysis type | |
| Validate that project justification and IRR files are attached only once | |
| Inclusion of IRR field during project setup | |
| Custom inclusion of overall project total encompassing all funding requests | |
| Logic to exclude project activity deletes if a funding request has already been made | |
| Logic to exclude attachment deletes if a funding request has already been approved | |
| Logic to alter capitalization methods from PC | |
| Project approval workflow | |
| Add columns to project general search page (e.g., status) | |
| Mark funding requests as unbudgeted if a request exceeds the approved capital Plan for a | |
| particular department or BU | ||
| Batch process to create CLS transactions for turnkey assets from AP to AM | |
| Foreign currency translations | |
| Currency code default based on PC BU | |
| Modify interfaces to require PC BU and other PC chartfields | |
| Modify number of decimal places on displayed amounts | |
| Show Plan allocations on project budget page | |
| Calculate approved funds for supplemental workflow routing | |
| Display BU name on project approval page | |
| Make forecasts required before funding requests can be routed for approval | |
| Custom emergency and unbudgeted AFE routing | |
| View capital budget from project funding page | |
| Link asset profiles to project types | |
| Establish a PC BU as either capital or expense | |
| Receipt accrual to pick up receipts on hold | |
| Population of supplemental analysis type | |
| E-mail notification to PM when project status has changed | |
| Default project status based on funding request approval | |
| PC Row level security for to include integration unit | |
| Workflow history page | |
| Addition of new route controls to obtain funding approval | |
| Update approval page to accommodate all approvers | |
| Conversion of GL business units into PC integration units | |
| Project type used to validate account used in GL, and all other subledgers | |
| Custom setup of EMB record to direct time and labor entries to correct account | |
| Capital interest modification to un check or check group box for capital interest based on project | |
| status |
| Update forecasting reports run control to prohibit use of a forecast date greater than the | |
| accounting date | ||
| Create forecast page that brings up last forecast entered when inserting a new forecast | |
| Separate forecasted amounts by cancellable, non-concealable, deferrable, non-deferrable | |
| Construct custom PO queries | |
| Hide unnecessary field from PO pages | |
| Lock down fields after they have been populated | |
| Catalog Management proposals | |
| Create an application engine batch process to read a flat file for update item category attributes | |
| like account, profile ID, matching control tolerances, and usage codes | ||
| Create an application engine batch process to read a flat file for update item category attributes | |
| like receiving required flag, PO unavailable date, use standard tolerance flag | ||
| Design of custom PO entry pages (i.e., reduce number of required fields or default certain | |
| ascertainable fields) | ||
| Custom PO workflow approval | |
| Create tax processes to apply to multiple lines of a PO automatically | |
| Logic to validate PO fields | |
| Email notification to buyer when PO is approved or denied | |
| Don't allow negative quantities, unit price or total merchandise amount on PO's | |
| Change order will get created when project is changed | |
| Don't require leading zeros when entering vendor ID's in PO | |
| Don't print amount on amount only PO's | |
| Change orders will create when projects are changed | |
| Remove "+" icon from defaults distribution line | |
| Default Bill to on PO to buyers default shipto location | |
| AM BU defaults from the GL BU on a PO | |
| Customization to round decimals between AP and AM | |
| Implement Row Level Security regarding the GL BU | |
| Make only certain fields required for expense projects | |
| Mask project id for capital or expense projects (smart numbering) | |
| Update titles and names on PO pages so that they make more sense | |
| Escalation of PO approvals | |
| Add logos and legal wording to PO forms | |
| Add handling code, separate check, hold payment, payment message, and attachment | |
| instructions to PO and pass to voucher during entry | ||
| Vista as a means to find and print PO's from a batch run | |
| Automatically apply shipping details to all lines - un check if unwanted | |
| Default buyer from userid | |
| PO ID smart numbering | |
| Partial receipts for amount only purchase orders | |
| Customizations to the RTV process | |
| Customizations to page access- (e.g.,Match Manager Page) | |
| Functional for custom program to update voucher uploaded transactions- Update EC transaction | |
| tables prior to voucher build | ||
| Escalation process for match exceptions | |
| Default asset profile onto voucher | |
| Create custom link to appear on voucher line when PO comments are requested to be sent to a | |
| voucher. | ||
| Custom validation of the dispatch method on the PO to the vendor address selected | |
| Usage codes that will be pulled for a reversal vouchers | |
| Customization to receipt accrual process to process hold status to GL | |
| Budget date field to appear on voucher distribution lines | |
| PC to KK recovery process | |
| Remove KK hyper link from journal header page | |
| Include budget header status in journal search | |
| Dual push to AM | |
| Modify SQR reports to run as flat files so that they can be opened in Excel | |
| Four way match of category code, to asset profile, to account, to project type | |
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| Meticulon Consulting When Detail Matters |