Post Upgrade changes in Proactis
Post Upgrade changes in Proactis
[Posted on 13 June 2012]
Following the recent upgrade to Proactis 2012, we are able to make some changes to improve the system and switch on some useful features.
On Monday 18th June we will be promoting a number of these changes to the live Proactis environment. The table below details these changes and which staff will be affected.
| Item | Description | Rationale | Affected staff |
| Edit & Match Tolerances | Where an order differs from the invoice by less than a given amount (initially £25) then the difference will be added to the first line of the order. | This will reduce time taken to process and pay invoices where the order and invoice amount are similar. | Processing Clerks. |
| Return To Buyer | Rejected requisition items will be returned to the buyer instead of requisitioner. | This is more appropriate to the buying process and will save time. The buyer will still be able to refer the items back to the requisitioner if necessary. | Processing Clerks. |
| Allow Expense Claim Cancellation at a later stage | The user would be able to cancel their claims once submitted at the completion stage and additionally at the authorisation stage. | This allows staff to cancel their expenses claims without having to contact their Faculty Finance team. | All expense claimants. |
| Budget Holder Approval | Budget Holder Approval will be moved to the order instead of the requisition. | Budget Holders will be approving the final amount on the order which cannot be changed at a later stage by the buyer, unlike requisitions. This change also allows direct orders to be authorised by both the budget holder and Finance Services, which is not currently the case. | Budget Holders, IT Zonal team leaders, Finance Services staff who authorise orders. |
Consolidation Stack
| The consolidation stack is going to be disabled because in practice, consolidating multiple requisitions into one order happens very rarely (approximately 5% of orders feature items from more than one requisition). | This will remove a step in the process and reduce the amount of time required to generate an order. Buyers will no longer have to pick requisitions from the consolidation stack. | Processing Clerks. |
If you have any questions about these changes, please contact your Faculty Finance team, or email finance-systems@bris.ac.uk
Coming Soon
- Purchasing Cards in Proactis - July 2012
- New Hawthorns template with additional items
- New Travel order template and improved process