USER GROUP P2P Q&A SCHEDULE
PRIORITY QUERIES Answer Action
Have to drill down into too many screens, not clear where Agree- The system does have lots of screens some
information is basically showing the same information. Over time we
will hopefully get more used to it. It is possible to
move items on screens around. Mike the ABS
consultant has been doing quite a lot of this lately.
When he has finished please let the E5 team know of
any other suggestions that may make things a bit
easier for everybody.
Should be a central/school event log for held invoices not a personal Not possible at the moment We will ask ABS if a report
log could be written by School
P2P may not be relevant within the next few months-to be replaced. Most of what has been set up in E5 in terms of coding,
Why? users, suppliers, authorisation etc. will be used on the
e-marketplace, therefore when we move onto the
marketplace most of the work will not be wasted if
will just be a different front end.
GRNing own orders appearing on users worklist It is the responsibility of the original Requisitioner to
ensure the order goes right through the system, even
though you should not GRN a self-approved order. We
could prevent self-authorisation but this would
probably be more frustrating.
Event manager-Receive own orders Think this is the same point as above
Cancelling an order should cancel both order and linked requisition. Some people may wish to just amend the existing
Instead of doing both stages requisition to recreate an order therefore it is not
automatically deleted
Shared work list required Not possible at the moment, same point as above I We will ask ABS if a report
think could be written by School
Work list says price mismatch when its receipt goods. Why can’t it The system does not make this distinction
just say so
Too many screens /It’s confusing Agreed, hopefully additional soft painting has helped
with this
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OTHER QUERIES Answer Action
VAT on requisitions Please can an example be provided, it should
recalculate.
Receive goods, still on worklist says received 1.0000 goes to quantity A one -off I think
to receive box as if it wants you to receive it again.
Part Invoices places on system, creates 2 receipt goods request and If you contact the E5 team a process can be run on an
one price mismatch in worklist. What order do you do then? Took adhoc basis to check these have cleared as they run.
several days to clear
Telephone and fax on the order This has been included on the next version to be
released in January
Event manager should relate to the order number rather than the We would prefer this but it is not possible, order
system reference number can be found within a couple of clicks.
Split analysis option-Still a cancel should be a save button Screen needs to be soft painted
What to do with held invoices on worklist Manual now available on website Invoice Resolution
On order query cannot view line text Can see a copy of the order using v1 button
Unable to cancel orders Instructions now available
Orders for Authorisation goes to wrong Authoriser Contact E5 team re set up, also possible to deselect
authorisers if you just want requisition to go to one
person
Line text added after line complete not logical Agree, really want to put this in when dealing with
description but then may waste time doing typing that
cannot be validated later.
Not user friendly Agreed but hopefully additional training will have
helped
No Authorisation-off site Can authorise off site on sun global desktop
Cannot locate orders which are complete-go off radar Can view all orders in complete stage on Orders
enquiry contact E5 team for info
Buttons seems to change not obvious names e.g cancel Buttons are changing at the moment-hopefully to
make things easier.
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50 characters on line text is far too short Line text is now 40 but you can use as many lines as
necessary
During order process supplier prompt cannot locate all suppliers Should be able to see all suppliers enabled for
purchasing, can user provide an example
Cant it display purchase order number and the customer name on It does show order number, will look into wether
email notification when order is raised supplier can be brought on. Not sure why this is
required?
Not all schools or planning units-following process renew
recommendation to centralise purchasing
Being allowed to send to a specific Authoriser (like old POP system) Can deselect certain authorisers. Notes are available
Cannot view invoice unless problem on work list Can view from the general ledger now but we are
looking into linking it to the order
Authoriser unable to see line text on requisition Will get this changed
Things told possible still waiting i.e requisition screen
Split analysis. Amounts need to be entered in gross as opposed to Yes it is like this. Mike to look into
net in everything else
Not easy to see the details of the requisition Additional training should have helped, use 'eye' icon
to see the full requisition
clear mismatch messages required These have been improved
Ability to tie up a requisition to an order This can be done from lines and linkages- further
training can be given
The system doesn’t support more than four cost centres in one This should not be the case Does the user have an
requisition example
Once a requisition has been saved the VAT cant be amended Maybe need to use the revise button? (Mike)
When a warning has been accepted, it keeps coming back up (in a Yes this is the case- the system is line based and needs
multiple line requisition) to validate each line.
Why are there so many tax options? ZER and EXE are confusing. HMRC has all these options therefore we have to use
them
Split analysis doesn’t work/Presents problems sometimes Now resolved and working
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The prompt box that appears after an order has been GRNed is not Yes I agree, it would have to be a change made by ABS
needed
Not sure what to do about held invoices, just keep doing trial and There is now a manual available on this Manual on website
error
Raising requisitions for another cost centre but it doesn’t allow me This is due to the authorisation structure please
to self authorise contact E5 team with details
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