Subcontract Information in MPathways

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Subcontract Informationin M-Pathways
University of Michigan Administrative Information
Services

• Gladys Sprunk
• November 8, 2007

2
Agenda

• Overview
• New OCA process
• How information is added
• When it is available
• Where to look
• Demo
• Resources
• My LINC
• Who to call
• Next Steps
• Training
• Reporting
• Questions

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Background

• January 2004
• Proposed process for v.7.5
• July 2006
• Implemented new process Contract ePro PO
• Release total amount to show encumbrances
• Couldnt update everything on PO

4
Current Process

• August 2007
• ePro Update PO
• PO shows total encumbered amount
• Can update relevant fields

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Information in M-Pathways

• Department Reference Number Field
• Contract Dates
• Entered on requisition when subcontract is
  entered
  
• Can be updated to reflect changes

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Information in M-Pathways (cont.)

• Comments field
• Contact Information
• Primary Investigator information
• Department Contact information
• Buyers name
• Entered on requisition when subcontract is
  entered
  
• Can be updated to reflect changes

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Information in M-Pathways (cont.)

• Voucher Line Description Suggestion
• Period of work listed on invoice
• Suggested to OCA AP staff to be entered when
  voucher is entered under discussion
  
• Information from PO carries over to voucher
• DeptRefNum
• Comments (for OCA AP viewing)

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Current Reports

• Concurrence Receipt
• Changes to Concurrence Receipt

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Current Reports
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Demo

• Demonstration

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Resources

• My LINC
• Review Accounts Payable Information for a
  Purchase Order v.8.8 - step-by-step procedure
  
• Track PO Vouchers on Voucher Inquiry Page v8.8 -
  reference document
  
• Review Accounts Payable Information for a
  Purchase Order v.8.8-step-step procedure

12
Resources (continued)

• Who to call
• MAIS Help Desk, 6-7000
• Navigation
• Software problems
• OCA
• Requesting a subcontract
• Other business process questions

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Additional Information

• Training Class
• Developing a short training session
• What type of training would you like to see?
• Lab at WoTo?
• On-line training in My LINC?
• E-mail your preference to gsprunk_at_umich.edu by
  Monday, December 3rd.
  

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Additional Information

• Reports
• What would you like to see in a report?
• E-mail your suggestions to gsprunk_at_umich.edu by
  Monday, December 3rd.

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• Questions?

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• Thank You!