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October 2022 BUG Meeting

BUG Meeting

When: Wednesday, October 5th, 2022
Time: 1:00pm
Where: Zoom
Click here to enter zoom meeting: https://umw-sso.zoom.us/j/88569211846
Click here to view the recorded meeting: https://umw-sso.zoom.us/rec/share/PzHv5ow7a-ygCeZPIOfH7BVHpaOGkDEdo-QhzWyzgBRkwiUDyCnkuypv6mvzhDc._EBJVj6JSEh7cDB0

Welcome new Buyers!

  • Kasey Morello, Office Manager for Honors and Center for Community Engagement
  • Mary Bullock, Office Manager/Fiscal Technician for Student Activities and Engagement
  • Gregory Rose, Fire Safety Officer in Emergency Managment and Safety
  • Emily Elliott, Assistant Dir of Operations JAEC/Stafford

Agenda- All About NextGen

BLOG Review

!eVA 200 report– run this report prior to end of month. Active eVA orders 2 years back will be converted. 2 plus years will be available for reporting.

NextGen Demo

Banner to NextGen Considerations

 

November 1-4  New User Tasks: (NextGen Ref Guides located on the Instructional Materials web page)

1. Login to NextGen

2. Enter Pcard Info

3. Browse Requisitions and Orders

4. View Converted Orders against the 200 report

5. Search for your Suppliers/Contracts

6. Visit the TSRC punchout catalog for UMW

7. Run the  (tbd) report to view past non-active purchases

 

What should you be doing now?

1.Closely follow deadlines as listed on the BLOG
2. Review your open cncumbrances and close what you can
3. Stay tuned for additional BLOG and upcoming BUG meetings
4. Check out the NextGen Training Info webpage 

 

Quick Review on Converted Orders- POLL