Customer Business Solutions Contact List August Internal Use Only 1

Size: px
Start display at page:

Download "Customer Business Solutions Contact List August Internal Use Only 1"

Transcription

1 Customer Business Solutions Contact List August 2017 Internal Use Only 1

2 CBS Leadership Team Contact Information April Bessonny CCBSS Director External Relations & Client Services M: Brandi Shortt President, CBS M: Benita Norton Executive Assistant M: Judy Knighten Director, Customer Governance & Pricing M: Jessica Camp Caitlyn Carr Director, CBS Vice President, Strategy & PMO System Data & Analytics M: M: Ren Spreier Director, RTM & Exchange M: Rodolfo Quiroz Vice President, Technology Shawn Hicks Sr. Manager, CIS M: Bjorn Reichenbaugh Director, Strategy & Special Projects M: Internal Use Only 2

3 Customer Governance & Pricing Solutions Team Contacts June 2017 Judy Knighten s Team Internal Use Only 3

4 Contact List Customer Governance & Pricing Solutions System Contact Cell Phone Customer Pricing & Accrual (CPA) Eric Bahnsen Customer Program Approval & Communication Tool (CPACT) Vanessa Henderson (404) Customer Relationship Mgt Tools Terese Belongia Governance Site & Calendar Terese Belongia Governance Invoice Services (GIS) Tom Price Price Monitoring (PM) Tom Price Sam s Demand Forecasting Tom Price tom.price@cokecbs.com WalMart DSD PO Terese Belongia teresembelongia@cokecbs.com Overall CGPS Service Judy Knighten juknighten@cokecbs.com Internal Use Only 4

5 Strategy & PMO Contacts July 2017 What do you do if you have a request for a shared service that doesn t fit in our current service lines? Please contact Jessica Camp at jescamp@coca-cola.com or Internal Use Only 5

6 Data Team Contacts July 2017 Caitlyn Carr s Team Internal Use Only 6

7 Who to contact for information/challenges? Shawn Blanks is your contact Master Data issues Adding Data to the Coke Master Database Matrix Data Volume Data If you have issues that you cannot get resolved or feel they need to be escalated, please reach out to Caitlyn cacarr@coca-cola.com Internal Use Only 7

8 Route to Market Team July 2017 Ren Spreier s Team Internal Use Only 8

9 Who to contact for RTM/CIS implementation? Joy Fleetwood is your contact: RTM implementations E-Commerce /B2B/Dunkin/Distributors/National Retailers/ SOF RTM Product Price List (PPL) CIS implementations Active Project/Potential Customers/ SOF If you have issues that you cannot get resolved or feel they need to be escalated, please reach out to Ren LSpreier@coca-cola.com Internal Use Only 9

10 Who to contact for RTM Trade Letters and RTM Finance related questions? Smitty Turner is your contact: New National Customer EA models for Trade Board Subway related financial questions RE/P&L questions Ronnetta Barrett-Young is your contact: Trade Letter submissions all bottlers General RTM reports primary/secondary If you have issues that you cannot get resolved or feel they need to be escalated, please reach out to Ren LSpreier@coca-cola.com Internal Use Only 10

11 Who to contact for RTM Product Order Management information/challenges? Contacts by priority: 1. BTD Orders responsible for all Bottler RTM orders 2. ARTM Orders responsible for select Regional Bottler Customer orders Great Lakes/Coca-Cola Florida/Heartland/Southwest ARCA/CCR 3. Alex Diaz responsible for all Supply Chain/Order info If you have issues that you cannot get resolved or feel they need to be escalated, please reach out to Ren LSpreier@coca-cola.com Internal Use Only 11

12 Who to contact for Club-Product Order Management inquiries? Kemeshia Moore is your contact: For Business Support of Club Orders contact the following: Coca-Cola Beverages Florida/United/CCR/SouthEast - Archer Vick at Cvick@coca-cola.com Southwest Beverages/Great Plains Dante Torelli at Dantetorelli@coca-cola.com Heartland/Great Lakes/CCR US Regions/North Central Michael Forest at Mforest@coca-cola.com Swire/ABARTA/CCR US Region West & NE Yusleivy Rodriguez at Ycuevarodriguez@coca-cola.com If you have issues that you cannot get resolved or feel they need to be escalated, please reach out to Ren LSpreier@coca-cola.com Internal Use Only 12

13 Who to contact for EDI-Product Order Management/Implementations? Mary Hutton is your contact: AML or AAGL issues for authorized products Great Lakes/Florida/Heartland/ARCA-SW/CCR For Business Support of Electronic PO s or ASN s contact the following: Great Lakes and Coca-Cola Beverages Florida - Vanessa Warrick at Vwarrick@coca-cola.com Southwest Beverages Jeannie Harper at Jeannie.Harper@cokecbs.com Heartland Bottling Company JoAnn Garner at joagarner@coca-cola.com If you have issues that you cannot get resolved or feel they need to be escalated, please reach out to Ren LSpreier@coca-cola.com Internal Use Only 13

14 Who to contact for CCNA Exchange? Exchange Mailbox responsible for all RPB and NonRPB invoices Heather Sparks or Taimoon Jones is your contact: If you have issues that you cannot get resolved or feel they need to be escalated, please reach out to Ren LSpreier@coca-cola.com Internal Use Only 14

15 Who to contact for RTM bottler payments? Natasha Chappell is your contact: Delivery Bottler Shelley Schultz : LARTM payments School Bids If you have issues that you cannot get resolved or feel they need to be escalated, please reach out to Taimoon thanna-jones@coca-cola.com or Ren LSpreier@coca-cola.com Internal Use Only 15

16 Technology Contacts July 2017 Rodolfo Quiroz s Team Internal Use Only 16

17 Global Strategy and Standards: Open IT Operations: Enrique Suarez, Director IT Ops SWIPE Cashless Solutions: Ed Budd, Director Strategic Relationships Dan Ashcraft, Senior Operations Manager General Contact: Technology / IT Contacts EDI ebusiness Services: National Customers: Susan Shariff, EDI Manager susan.sharif@cokecbs.com Regional Customers: Cheryl King, EDI Manager Cheryl.King@cokecbs.com Finance and Supply Chain: Doug Jordan, EDI Manager Doug.Jordan@cokecbs.com System of the Future: Winfield Meyer, SoF Lead wimeyer@ccbss.com Escalations: Rodolfo Quiroz, Vice President Information Technology rquiroz@ccbss.com Internal Use Only 17

18 Who to contact for Service Desk operations? Support: CBS-COKE ( ) - Purposes: -To report a problem with existing day to day applications and services. -System is down -Unable to log on -Error running a report, etc. -To log a service request: -Hardware replacement -Employee onboardment Escalations: 1. Brent M. Vinterella, Service Desk Lead Brent.Vinterella@cokecbs.com and Enrique Suarez, Director IT Ops: esuarez@cokecbs.com and Internal Use Only 18

19 Who to contact for Security Inquiries? General Q&A: CBS Security Support: CBS-COKE ( ) option zero on the menu - Purposes: -To report a problem: - Access granted but unable to log on - Access granted but unable to execute a specific action on the system -To log a service request: - Special request for data - General one off requests * Request for new or modified access need to follow standard process unique to the application in question and cannot be requested by logging problems or service requests. Escalations: 1. Brent M. Vinterella, Service Desk Lead Brent.Vinterella@cokecbs.com and Enrique Suarez, Director IT Ops: esuarez@cokecbs.com and Internal Use Only 19

20 Who to contact for Enabling Tech Application Support? Support: CBS-COKE ( ) - Purpose: -To report a problem with a supported application and platform: - CCBSS QuickBase applications - CCBSS Salesforce.com applications - Other CCBSS applications. -To log a service request: - Special request for data - General one off requests Escalations: 1. Enrique Suarez, Director IT Ops: esuarez@cokecbs.com and Internal Use Only 20

21 Who to contact for EDI/eBusiness? Three EDI leaders: 1. Susan Sharif responsible for National Customers Sales 2. Cheryl King responsible for Regional Customers Sales 3. Doug Jordan responsible for all Finance and Supply Chain Transactional Responsibility: Inbound: (850 - Orders): Cheryl and Susan (820 - Payments): Doug Outbound (810 Invoices): Doug (894 Returns): Cheryl and Susan (856 ASNs): Doug The best starting point is the CBS Support Desk for all issues (Connection, missing transactions, etc.): CBS-COKE ( ) CBS@COKECBS.COM For escalations, contact the three EDI leaders above and ultimately Enrique Suarez, Director IT esuarez@cokecbs.com Internal Use Only 21

22 EDI Support Support CBS E-Business Service Desk Service Desk services: Supports customer s/calls Incident reporting and management 22 Classified - Confidential Internal Use Only 22

23 Consolidated Invoicing Team (CIS) Contacts July 2017 Shawn Hick s Team Internal Use Only 23

24 Who to contact for CIS information/challenges? CIS Leaders leaders: 1. Dawn Chatham responsible for National Customers/ Distributors/ A/R 2. Sharon Yaeger responsible for National Customers/ Distributors/ A/R Transactional Responsibility: Consolidated Invoicing Services: Consolidating invoices from bottlers to Customer for specific CIS customers Accounts receivable dollars from customer Accounts payable back to bottlers from customers If you have issues that you cannot get resolved or feel they need to be escalated, please reach out to Shawn shhicks@coca-cola.com Internal Use Only 24

25 Finance Team Contacts July 2017 Michael Poarch s Team Internal Use Only 25

26 FINANCE-Who to contact for information/challenges? Rhonda Williams CCBSS/Procurement Principal Financial Analyst CCBSS - PNA Accounting/Budget/Forecast, Payroll Accounting, Vendor Setup/Maintenance Gabriela Faircloth gfaircloth@coca-cola.com Procurement-CBS RTM Financial Services Manager - Concur T&E System, Can and HFCS Rebates, RTM Settlements, itrade Volume Forecasts Lisa Tyler-Maxie LisaTyler-Maxie@ccbss.com CCBSS/Procurement/CBS Financial Analyst II - Accounts Payable/Receivable, General Ledger Becky Beasley bbeasley@coca-cola.com CBS Financial Services Manager CBS - Accounting, Budget/Forecast, Capital, CCNA-CCR-Bottler Billings, Vendor Contact If you have issues that need further resolution/direction or that need escalation, please reach out to Michael Poarch mpoarch@coca-cola.com Internal Use Only 26

27 CCBSS Bottler Liaison Procurement Contacts July 2017 April Bessonny s Team Internal Use Only 27

28 CCBSS Bottler Liaison Contact List Margaret Wilkerson Consolidated Glenda Adams Great Lakes, Heartland, CCBF Jason VanDyke UNITED Caroline Kloster ABARTA, CCNNE, CCSWB Phone: Phone: Phone: Phone: Alison Johnson CCR, CCNA Christina Yuhas-New Mainstream Gwen St. Cyr Canada and Liberty Jim Velky Swire Phone: Phone: Phone: Phone: Internal Use Only 28

Customer Business Solutions Contact List November Internal Use Only 1

Customer Business Solutions Contact List November Internal Use Only 1 Customer Business Solutions Contact List November 2017 Internal Use Only 1 CBS Leadership Team Contact Information April Bessonny CCBSS Director External Relations & Client Services abessonny@coca-cola.com

More information

Procurement Accounts Payable (AP)

Procurement Accounts Payable (AP) 1 Accounts Payable 2 Procurement Accounts Payable (AP) Non-Resale (NFR) Billing Instructions JCP Post Audit Policy & Process NFR Invoice Match (NIM) AP Post Audit AP Action Request (AR) Process There are

More information

Sanjay Srinivas PH:

Sanjay Srinivas PH: Microsoft Dynamics AX 2012 Training course Content [Financials I, II, and Fixed Assets] Financials I Financials I course introduces the student to the Microsoft Dynamics AX 2012 General Ledger Accounting

More information

Job Family Matrix. Develop, forecast, and administer complex budgets Verify budget, identify, analyze and resolve discrepancies

Job Family Matrix. Develop, forecast, and administer complex budgets Verify budget, identify, analyze and resolve discrepancies Job Function: Finance Job Family: Financial Administration and Operations Professional Job Family Summary: Perform or manage financial and business operational practices to create the highest level of

More information

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material,

More information

Once you have completed this topic, you will be able to create and verify opening balances for Business Partners.

Once you have completed this topic, you will be able to create and verify opening balances for Business Partners. 1. SAP BUSINESS ONE FINANCIALS SAP Business One Accounting Overview This course will give you an overview of the accounting features in SAP Business One. Start Using Financials Navigate the chart of accounts

More information

MAAMBA COLLIERIES LIMITED. SAP HANA Scoping Document

MAAMBA COLLIERIES LIMITED. SAP HANA Scoping Document MAAMBA COLLIERIES LIMITED SAP HANA Scoping Document FINANCE BUSINESS PROCESS Finance Finance Master Data GL Accounting Asset Accounting Accounts Receivable Accounts Payable General Ledger Account Postings

More information

Oracle JDEdwards Enterprise One Modules and EDI Documents

Oracle JDEdwards Enterprise One Modules and EDI Documents Sub-Module Document Name & Notes Set No. The purpose of standard business documents is process automation. Some EDI Documents (X12 action Sets( are paired with a reply (P.O. and P.O. Ack.) and others are

More information

Enhancements in Spectrum Last Updated: April 5, 2018

Enhancements in Spectrum Last Updated: April 5, 2018 Enhancements in Spectrum 14.24 Last Updated: April 5, 2018 Status: Thunderbirds are GO! AP BI BI BI BI CM JC JC JC MM PO PO PO PR PR PR PS ST ST ST Use Tax Report Supports Work Orders Deep Linking New

More information

Finance Transition Overview

Finance Transition Overview Finance Transition Overview Function Transition Date(s) Summary of Responsibilities Transitioning to Broomfield General Ledger and Financial Reporting May 1, 2017 Monthly accounting close General Treasury

More information

Level 2 Business Process Model: GAC Grant Application to Closeout. 5.1 GAC Application. Agency Grant Administrator. Agency Grant Approver.

Level 2 Business Process Model: GAC Grant Application to Closeout. 5.1 GAC Application. Agency Grant Administrator. Agency Grant Approver. or Agency r Agency Administrator 1 of 5 Level 2 Business Model: to out 5.1 Branch 1.1 Search for s Build, Detail Data and Attach Required s 1.12 /Update Set New CP 1 CP 2 Identify Opportunity? 1.4 Prepare

More information

The Future of Accounts Payable

The Future of Accounts Payable May 7-9, 2017 Disney s Yacht & Beach Club Resorts, Florida The Future of Accounts Payable Presented by: Mark Brousseau May 7-9, 2017 Disney s Yacht & Beach Club Resorts, Florida Accounts Payable Automation

More information

Audit Analytics as the Agent of Change. Lenny Block Vice President Internal Audit Nasdaq

Audit Analytics as the Agent of Change. Lenny Block Vice President Internal Audit Nasdaq Audit Analytics as the Agent of Change Lenny Block Vice President Internal Audit Nasdaq A Little About Me VP of Internal Audit. - Responsible for the U.S. Business Audit Team My team performs internal

More information

DEPARTMENT OF REVENUE BUILDING 2 DECEMBER 13, 2017

DEPARTMENT OF REVENUE BUILDING 2 DECEMBER 13, 2017 DEPARTMENT OF REVENUE BUILDING 2 DECEMBER 13, 2017 3 ROLL CALL AND OPENING REMARKS FACILITATOR: RYAN WEST, CHAIR 4 REVIEW OF NOVEMBER 1, 2017 MEETING MINUTES FACILITATOR: MELISSA TURNER 5 FLORIDA PALM

More information

Tungsten Onboarding and Invoice Reference Guide

Tungsten Onboarding and Invoice Reference Guide Tungsten Onboarding and Invoice Reference Guide Contents Tungsten Network Overview... 2 Benefits of Using the Tungsten Network... 2 Invoice Delivery Options... 2 Webform... 2 Integrated Solution... 2 AP

More information

Chapter 2.10: Purchase Order Setup and Usage

Chapter 2.10: Purchase Order Setup and Usage Chapter 2.10: Purchase Order Setup and Usage Introduction Often, customers will provide you with a Purchase Order number to identify product orders and make payments. This chapter will guide you through

More information

Subject line: Bristol-Myers Squibb Streamline processes with Tungsten e-invoicing

Subject line: Bristol-Myers Squibb Streamline processes with Tungsten e-invoicing Subject line: Bristol-Myers Squibb Streamline processes with Tungsten e-invoicing Dear Valued Supplier, Several years ago, as part of our overall strategy to simplify processes, introduce innovation and

More information

Feature List. Freight.Ware for LTL Carriers. Included Features: 1 P a g e

Feature List. Freight.Ware for LTL Carriers. Included Features: 1 P a g e Freight.Ware for LTL Carriers Included Features: Explorer Style menu system Menu-Level Security SQL Server 2005 / 2008 based Full-charge integrated Accounting Management Information Center ProMiles / Milemaker

More information

6. Will the system be able to provide historical invoice data? Yes, the system will provide an archive of paid invoices.

6. Will the system be able to provide historical invoice data? Yes, the system will provide an archive of paid invoices. CHI Connect Financial Systems and Accounts Payable Q&A 1. How will departments access their financial data each month? Departments will have online access to a variety of useful reports detailing their

More information

Case study: How PG&E reduced annual total spend and streamlined AP with a cloud- based solu=on for SAP

Case study: How PG&E reduced annual total spend and streamlined AP with a cloud- based solu=on for SAP Case study: How PG&E reduced annual total spend and streamlined AP with a cloud- based solu=on for SAP Ma$ Wright, VP of Client Services, Taulia Inc. Ben Shaffer, Manager Accounts Payable, Pacific Gas

More information

Accounts Payable s Hot Yoga Sweating the Details for Aligning Best Practice and Automation for AP Flexibility

Accounts Payable s Hot Yoga Sweating the Details for Aligning Best Practice and Automation for AP Flexibility Accounts Payable s Hot Yoga Sweating the Details for Aligning Best Practice and Automation for AP Flexibility The webinar will begin shortly. You will hear silence until the webinar begins. Audio is provided

More information

April 25, Administrative Leadership Conference

April 25, Administrative Leadership Conference April 25, 2018 2018 Administrative Leadership Conference Payments to Vendors and Invoice Processing: Tips for Submission and Tracking Workshop Presenters Angela Bensyl Coordinator, Payment Operations University

More information

DIGITAL COLLABORATION. Bipasha Chiu VP Business Solution Delivery & Relationship Management OCB Meeting April 6 th, 2017

DIGITAL COLLABORATION. Bipasha Chiu VP Business Solution Delivery & Relationship Management OCB Meeting April 6 th, 2017 DIGITAL COLLABORATION Bipasha Chiu VP Business Solution Delivery & Relationship Management OCB Meeting April 6 th, 2017 1 Table of Contents A B C D Background Digital Collaboration What is it and Why Engage?

More information

End User Services. Director, EUS Tier 2 Webb,Nancy. Director, Service Delivery Swan, Sharon. Executive Director, User Services Mantia,Jill

End User Services. Director, EUS Tier 2 Webb,Nancy. Director, Service Delivery Swan, Sharon. Executive Director, User Services Mantia,Jill End User Executive Director, User Mantia,Jill Director, EUS Tier 1 Bennett,Bernard Director, AV, Media, Incident Management Communications Arthur,Matthew Director, EUS Tier 2 Webb,Nancy Senior Director,

More information

Fleet Management As Part of a Robust TMS Platform

Fleet Management As Part of a Robust TMS Platform Position White Paper Paper Fleet Management As Part of a Robust TMS Platform Modern logistics programs must make use of multiple practices and strategies in order to fully address all the challenges facing

More information

The Journey ConAgra OTM Implementation

The Journey ConAgra OTM Implementation The Journey ConAgra OTM Implementation Ryan Oswald Amy Smith Dawn Wilson ConAgra Foods, Inc Agenda ConAgra Overview Reasons for OTM Implementation Timeline Implementation Approach FTI Rate & Award Maintenance

More information

PowerWARE FUEL. Delivery and Service. Accounts Receivable. Management. Other features

PowerWARE FUEL. Delivery and Service. Accounts Receivable. Management. Other features PowerWARE FUEL A complete FUEL management SYSTEM Know when to make your fuel deliveries with Degree Day tracking and more built specifically for your industry. Finally, a computer system that will meet

More information

Page 4 Sage 100 ERP Supported Versions Yearend Planning. Page 5 Sage 100 ERP Roadmap Tech Corner

Page 4 Sage 100 ERP Supported Versions Yearend Planning. Page 5 Sage 100 ERP Roadmap Tech Corner PSIINNOVATIONS Volume 63 - September 2014 Professional Software, Inc. Wins Sage Eagle Award for 2013-14 At the Sage Summit conference in July, Professional Software was awarded the prestigious Sage Eagle

More information

Treasurer s Town Hall

Treasurer s Town Hall Treasurer s Town Hall J. Michael Gower Executive Vice President for Finance and Administration and University Treasurer Robert Wood Johnson Medical School (Piscataway) December 2, 2016 Agenda Cornerstone

More information

The Benefits of Electronic Procurement at PPL Corporation

The Benefits of Electronic Procurement at PPL Corporation The Benefits of Electronic Procurement at PPL Corporation A Case Study Prepared by And April 7, 2006 Executive Summary "PPL will conduct business with approved suppliers using Enporion to facilitate sourceto-settlement

More information

Financials II in Microsoft Dynamics AX 2012

Financials II in Microsoft Dynamics AX 2012 Tel: 905 270 7700 Fax: 905 270 7915 www.bdo.ca/solutions BDO Canada LLP - Solutions 1 City Centre Drive Suite 1700 Mississauga, ON L5B 1M2 Canada Course 80220A: Financials II in Microsoft Dynamics AX 2012

More information

Fujitsu America Building relationships for breakthrough results

Fujitsu America Building relationships for breakthrough results Fujitsu America Building relationships for breakthrough results Tony Doye President and CEO Fujitsu America 1 Copyright 2012 Fujitsu America, Inc. What if? 2 Copyright 2012 Fujitsu America, Inc. we could

More information

Getting Control of Indirect Procurement. Chris Harper Central Garden & Pet

Getting Control of Indirect Procurement. Chris Harper Central Garden & Pet Getting Control of Indirect Procurement Chris Harper Central Garden & Pet 1 Agenda Introduction to CENTRAL Presenter Profile Indirect Procurement - Business Need Project Scope & Objectives Budgets & Internal

More information

Global Enterprise Model (GEM) for Utilities

Global Enterprise Model (GEM) for Utilities Business Process Outsourcing the way we do it Global Enterprise Model (GEM) for Utilities Transforming business processes to drive greater efficiencies, reduce operational costs and improve the customer

More information

State of Michigan Civil Service Commission Capitol Commons Center, P.O. Box Lansing, MI POSITION DESCRIPTION

State of Michigan Civil Service Commission Capitol Commons Center, P.O. Box Lansing, MI POSITION DESCRIPTION CS-214 Rev 11/2013 State of Michigan Civil Service Commission Capitol Commons Center, P.O. Box 30002 Lansing, MI 48909 POSITION DESCRIPTION Position Code 1. This position description serves as the official

More information

Technical White Paper

Technical White Paper Technical White Paper Quick Doc Type Reference This technical white paper is designed for Spitfire Project Management System users. Spitfire Project Management System (sfpms) comes with many different

More information

ebusiness in the Forest Products Industry:

ebusiness in the Forest Products Industry: ebusiness in the Forest Products Industry: A Comparison of the United States & Canada Richard Vlosky Associate Professor Forest Products Marketing Olivian Pitis Marketing Analyst ebusiness is the application

More information

Product Comparison Document

Product Comparison Document Product Comparison Document te: This document is subject to change. Features Operating Systems / Platforms Microsoft TM Widnows 7/8/10 Professional Edition, Service Pack 1 or later Database Microsoft SQL

More information

Florida A & M University Accounts Payable Procedures. Florida A & M University

Florida A & M University Accounts Payable Procedures. Florida A & M University Florida A & M University AP PROCEDURES 6/2017 AP PROCEDURES 6/2017 TABLE OF CONTENTS 1.0 OVERVIEW... 1 2.0 DEFINITIONS... 1 3.0 RESPONSIBILITIES... 2 4.0 GENERAL PROCEDURES... 3 4.1 DEPARTMENTAL FISCAL

More information

Treasurer s Town Hall

Treasurer s Town Hall Treasurer s Town Hall J. Michael Gower Executive Vice President for Finance and Administration and University Treasurer Camden Campus Center December 9, 2016 Agenda Cornerstone Project Updates RU Marketplace

More information

Billing distribution on Jobs will now default from the Excel Estimate upload

Billing distribution on Jobs will now default from the Excel Estimate upload New Screens and Productivity Enhancements Here is what is new and exciting: AP Invoice Screen Added Occupation and Equipment columns New Journals Screen Added Occupation and Equipment columns Approval

More information

SALES ACCOUNTING COMMISSION MULTISITE PAYROLL

SALES ACCOUNTING COMMISSION MULTISITE PAYROLL SALES ACCOUNTING COMMISSION MULTISITE PAYROLL WHO WE ARE Merlin Software is a family owned and run company based in Adelaide that has been involved in retail software for over 30 years. We pride ourselves

More information

Doc P-Card Services Provider RFP

Doc P-Card Services Provider RFP 1 of 9 2/29/2016 4:55 PM Go To Dashboard Help Keith Haran Doc706066747 - P-Card Services Provider RFP Prev Next Exit On this page you create the information that participants will read and respond to during

More information

FY 2017 YEAR-END CLOSING CALENDAR Page 1

FY 2017 YEAR-END CLOSING CALENDAR Page 1 FY 2017 YEAR-END CLOSING CALENDAR Page 1 OVERVIEW Year-end closing requires the coordination of all purchasing activities, budget, and financial transactions. Budget units are responsible for submitting

More information

Walgreens Post Audit Policy

Walgreens Post Audit Policy This document defines the terms and procedures used during the Post Audit review of Accounts Payable activity. This document was created to clarify the payables review process for all of our vendors. Our

More information

The Future of Accounts Payable

The Future of Accounts Payable November 12-14, 2017 Bellagio Resort & Casino, Las Vegas The Future of Accounts Payable Presented by: Mark Brousseau November 12-14, 2017 Bellagio Resort & Casino, Las Vegas Accounts Payable Automation

More information

Oracle PeopleSoft. Software Development & Education Center. Supply Chain Management

Oracle PeopleSoft. Software Development & Education Center. Supply Chain Management Software Development & Education Center Oracle PeopleSoft Supply Chain Management Address: B-125, Sector -2, Noida 201301, India Mob: 9810306956/8130778822/8130778881 Board: 0120-2540300/400 E-mail: info@multisoftsystems.com

More information

2014 Finance Executive Survey

2014 Finance Executive Survey 2014 Finance Executive Survey AN IOFM WHITE PAPER Sponsored by 2014 Finance Executive Survey Contents About IOFM... 3 About the Sponsor... 3 Executive Summary... 4 Key survey findings:... 5 Survey Methodology...

More information

120 Eagle Rock Ave, Suite 330 East Hanover, NJ Phone: Fax:

120 Eagle Rock Ave, Suite 330 East Hanover, NJ Phone: Fax: 120 Eagle Rock Ave, Suite 330 East Hanover, NJ 07936 Phone: 866.627.2362 Fax: 973.758.6120 www.mapadoc.com Contents About MAPADOC... 3 Features... 5 Intuitive and Easy to Use... 5 Flexible and Customizable...

More information

TaiRox Productivity Tools for Sage 300

TaiRox Productivity Tools for Sage 300 Tools for all modules are available for $1495 + $300 per year, a single module's tools for $995 + 200 per year. This product is written as an SDK Application, integrating seamlessly with the desktop, activation

More information

7 Key Attributes to Make Your Shared Service Center or Global Business Services Stand out

7 Key Attributes to Make Your Shared Service Center or Global Business Services Stand out May 7-9, 2017 Disney s Yacht & Beach Club Resorts, Florida 7 Key Attributes to Make Your Shared Service Center or Global Business Services Stand out Judy Bicking May 2017 About Your Presenter May 7-9,

More information

MANAGING E-COMMERCE EXPANSION

MANAGING E-COMMERCE EXPANSION MANAGING E-COMMERCE EXPANSION Scott Bolduc Director of Supply Chain Strategy 4/29/2014 Introductions AGENDA SPS Commerce Overview B2C process B2C electronic trading Implementing partnerships 1 INTRODUCTIONS

More information

VENDOR (FACTORY DIRECT) DROP SHIP MANUAL SPORTSMAN S GUIDE (SG)

VENDOR (FACTORY DIRECT) DROP SHIP MANUAL SPORTSMAN S GUIDE (SG) VENDOR (FACTORY DIRECT) DROP SHIP MANUAL SPORTSMAN S GUIDE (SG) VERSION 1.1 TABLE OF CONTENTS INTRODUCTION... 3 LETTER FROM SENIOR VICE PRESIDENT, PATRICK KENNEDY... 4 VENDOR SETUP FOR EDI... 5 WHAT YOU

More information

TRAVERSE Enhancements. v 10.5

TRAVERSE Enhancements. v 10.5 TRAVERSE Enhancements This booklet gives you a first look at the enhancements and features of TRAVERSE 10.5 from Open Systems, Inc. Michael Bertini CEO Open Systems, Inc. Aged Trial Balance Inquiry Check

More information

Z3 MEMO DATE: TO: FROM: RE: March 3, this year s. University. Financial Services. will be able to. Faculty of Medicine

Z3 MEMO DATE: TO: FROM: RE: March 3, this year s. University. Financial Services. will be able to. Faculty of Medicine Faculty of Medicine Dean s Office 317 2194 Health Sciences Mall Vancouver, BC Canada V6T 1Z3 MEMO Phone 604 822 2421 Fax 604 822 6061 www.med.ubc.ca DATE: TO: FROM: RE: March 3, 2015 Administrators Evie

More information

FREIGHT BILLING GUIDE FOR THE ACCOUNT OF 3M COMPANY. Updated: 6/15/18

FREIGHT BILLING GUIDE FOR THE ACCOUNT OF 3M COMPANY. Updated: 6/15/18 FREIGHT BILLING GUIDE FOR THE ACCOUNT OF 3M COMPANY Updated: 6/15/18 3M SHIPMENTS This document addresses how to submit 3M freight invoices for payment based on the shipment type being handled for 3M:

More information

Buy Right-Pay Right AP s Vital Role in P2P Transformation and Working Capital

Buy Right-Pay Right AP s Vital Role in P2P Transformation and Working Capital Buy Right-Pay Right AP s Vital Role in P2P Transformation and Working Capital Christine Betz Process & Efficiency Improvement Lead, AP American Electric Power Tanya Grannemann Senior Director Ariba Strategic

More information

Credit Card Invoices and Purchase Transfers

Credit Card Invoices and Purchase Transfers Credit Card Invoices and Purchase Transfers There are two different types of transfers, Purchase Transfer and Invoice Transfer. However, the credit card vendor must first be identified as a Credit Card

More information

Enhancing Procurement Card Programs For E-Commerce & Mission Success. IntraMalls Assurance Services

Enhancing Procurement Card Programs For E-Commerce & Mission Success. IntraMalls Assurance Services Enhancing Procurement Card Programs For E-Commerce & Mission Success IntraMalls Assurance Services IntraMall Mission Deliver Extraordinary Value E-Purchase Payment Efficiencies P-Cards and Electronic Funds

More information

Route Accounting Solutions for Food & Beverage Distributors

Route Accounting Solutions for Food & Beverage Distributors Route Accounting Solutions for Food & Beverage Distributors P R E S E N T E D B Y : B K D T E C H N O L O G I E S S E N I O R M A N A G I N G C O N S U L T A N T T I M Z U C C A R E L L B K D M & D A U

More information

POSITION DESCRIPTION Financial Administrator. February 2017

POSITION DESCRIPTION Financial Administrator. February 2017 POSITION DESCRIPTION Financial Administrator February 2017 Reporting to the Executive Director of the Nova Scotia Health Research Foundation (NSHRF), the Financial Administrator is responsible for the

More information

Supplier Policies & Procedures

Supplier Policies & Procedures 20.0 PERFORMANCE REQUIREMENTS Supplier Policies & Procedures True Value is committed to providing its Retailers with products that consistently meet or exceed their expectations for value and merchandise

More information

Major Computer Systems & Upgrades. DWP-NC MOU Committee Meeting August 4, 2018

Major Computer Systems & Upgrades. DWP-NC MOU Committee Meeting August 4, 2018 Major Computer Systems & Upgrades DWP-NC MOU Committee Meeting August 4, 2018 Today s Speakers Donna Stevener Donna Stevener is LADWP s Chief Administrative Officer (CAO). Stevener oversees the Joint System,

More information

As a result of the closing of the transaction, which occurred on October 1, 2016, Coty now owns and controls the P&G Beauty Business.

As a result of the closing of the transaction, which occurred on October 1, 2016, Coty now owns and controls the P&G Beauty Business. August Attn: Billing Department Dear Coty Supplier: Level 8, Unit 2, Menara TSR, No 12. Jalan PJU 7/3, Mutiara Damansara, 47810 Petaling Jaya, Selangor Malaysia As you are aware, Coty Inc. ( Coty ) acquired

More information

Breakin Up is Hard to Do: Complexities of Separating Data in an ERP Environment

Breakin Up is Hard to Do: Complexities of Separating Data in an ERP Environment Transforming Oracle E-Business Suite Breakin Up is Hard to Do: Complexities of Separating Data in an ERP Environment Ihtesham Uddin Vice President of Product Solutions eprentise 1 Webinar Mechanics Submit

More information

FMG 810 Inbound Invoice Federated Merchandising Group ANSI X.12 Version 4010 ANSI X.12 Document Mapping FMG EDI 810

FMG 810 Inbound Invoice Federated Merchandising Group ANSI X.12 Version 4010 ANSI X.12 Document Mapping FMG EDI 810 FMG EDI 810 The following is an outline of what is expected when receiving ANSI 810 Inbound Invoice information from a vendor for Domestic Private Label shipments (FMG). For definitions of the segments,

More information

JD Edwards EnterpriseOne Financial Management Overview

JD Edwards EnterpriseOne Financial Management Overview JD Edwards EnterpriseOne Financial Overview Karen L. Brown Senior Principal Product Manager Program Agenda 1 JD Edwards EnterpriseOne Overview 2 3 EnterpriseOne Financial Overview

More information

Office of Disbursements Fiscal Year-End Processing

Office of Disbursements Fiscal Year-End Processing Office of Disbursements Fiscal Year-End Processing Category: Document Name: Responsible Department: Approval Authority: Fiscal Year-End Procedures Fiscal Year-End Processing All Departments/All Spectrum

More information

We build a more social, mobile, accessible and data-driven workplace

We build a more social, mobile, accessible and data-driven workplace Smart SCM System We build a more social, mobile, accessible and data-driven workplace What is SCM Supply chain management (SCM) is the oversight of materials, information and finances as they move in a

More information

ORANGE COUNTY SCHOOLS

ORANGE COUNTY SCHOOLS ORANGE COUNTY SCHOOLS POSITION DESCRIPTION POSITION TITLE SCHOOL/DEPARTMENT SALARY FLSA STATUS REPORTS TO SUPERVISES WORK WEEK SCHEDULE Lead Office Support Child Nutrition Services/Operations Salary Grade

More information

LOUISIANA STATE UNIVERSITY AND RELATED CAMPUSES LOUISIANA STATE UNIVERSITY SYSTEM STATE OF LOUISIANA

LOUISIANA STATE UNIVERSITY AND RELATED CAMPUSES LOUISIANA STATE UNIVERSITY SYSTEM STATE OF LOUISIANA LOUISIANA STATE UNIVERSITY AND RELATED CAMPUSES LOUISIANA STATE UNIVERSITY SYSTEM STATE OF LOUISIANA MANAGEMENT LETTER ISSUED FEBRUARY 29, 2012 LOUISIANA LEGISLATIVE AUDITOR 1600 NORTH THIRD STREET POST

More information

KFS Upgrade Information

KFS Upgrade Information Financial Management Office KFS Upgrade Information Fiscal Administrator Town Hall January 18, 2018 KFS Upgrade Specifics KFS version 6.0.1 Rollout on 1/17/2018 No change to existing URLS: KFS: https://kfs.hawaii.edu

More information

Power your Order to Cash Cycle Get the cash impact you need

Power your Order to Cash Cycle Get the cash impact you need www.hcltech.com Power your to Cash Cycle Get the cash impact you need The order to cash cycle is the financial lifeblood of any organization. Not only does it determine how quickly an order from a customer

More information

Lesson 5: Working with Foreign Currencies

Lesson 5: Working with Foreign Currencies QuickBooks Premier 2013 Level 2 Lesson 5: Working with Foreign Currencies Lesson Objectives In this lesson you will learn how to set up QuickBooks to work with a foreign currency and how to perform transactions

More information

Lesson 5: Working with Foreign Currencies

Lesson 5: Working with Foreign Currencies QuickBooks Premier 2013 Level 2 Lesson 5: Working with Foreign Currencies Lesson Objectives In this lesson you will learn how to set up QuickBooks to work with a foreign currency and how to perform transactions

More information

Employee Management Training Guide. P130 Employee Management: Basic

Employee Management Training Guide. P130 Employee Management: Basic Employee Management Training Guide P130 Employee Management: Basic Certification Course Prerequisites This course consists of a hands- on guide that will walk you through the specifics of Acumatica s Employee

More information

Audit of. Accounts Payable Procedures

Audit of. Accounts Payable Procedures Audit of Accounts Payable Procedures November 20, 2015 Report #2015-16 MISSION STATEMENT The School Board of Palm Beach County is committed to providing a world class education with excellence and equity

More information

RDC as a Receivables Platform

RDC as a Receivables Platform RDC as a Receivables Platform September 28, 2012 Blaine Carnprobst Managing Director, Receivables BNY Mellon Sam Golbach Senior Vice President WAUSAU Financial Systems Ed McLaughlin RemoteDepositCapture.com

More information

Michael R. Shriner Vice President, Business Operations and Facilities

Michael R. Shriner Vice President, Business Operations and Facilities MEMORANDUM TO: FROM: DATE: Michael R. Shriner Vice President, Business Operations and Facilities Kimberly K. Hagara, CPA, CIA, CISA, CRMA ~,_(J, ~ Jk~ Vice President, G. ro October 13, 2016 SUBJECT: Engagement

More information

ABSS Solutions, Inc. Upper Marlboro, MD 20772

ABSS Solutions, Inc. Upper Marlboro, MD 20772 ABSS Solutions, Inc. Upper Marlboro, MD 20772 1. 1 o State of Maryland o District of Columbia o Washington Metropolitan Area Transit Authority o Prince George s County o Montgomery County o Metropolitan

More information

Treasurer s Town Hall

Treasurer s Town Hall Treasurer s Town Hall J. Michael Gower Executive Vice President for Finance & Administration and University Treasurer Camden Campus Center April 19, 2016 Agenda Transformation at-a-glance Financials Management

More information

April 4, Customer Orientation Webinar

April 4, Customer Orientation Webinar April 4, 2017 Customer Orientation Webinar Today s Agenda Executive Overview/Update Project Management Customer Portal: My Sensus Connection Technical Services Customer Service Sensus Education and Training

More information

How Other Customers Are Standardizing And Improving Financial Uploading Processes With GLSU (Excel To SAP)

How Other Customers Are Standardizing And Improving Financial Uploading Processes With GLSU (Excel To SAP) Financials 2015 Booth #625 How Other Customers Are Standardizing And Improving Financial Uploading Processes With GLSU (Excel To SAP) Z Option Customers Share Their Experiences Introduction Panel Members

More information

COURSE LISTING. Courses Listed. with SAP ERP. 18 January 2018 (11:06 GMT)

COURSE LISTING. Courses Listed. with SAP ERP. 18 January 2018 (11:06 GMT) with SAP ERP COURSE LISTING Courses Listed SAP01E - SAP Overview SAP01E - SAP Overview SAP01 - SAP Overview SM001E - Introduction to SAP Solution Manager SCM500 - Processes in Procurement SCM510 - Inventory

More information

12/6/2016. Who Is Booth Management Consulting? Key Team Members. What is an Agreed-Upon Procedures Engagement?

12/6/2016. Who Is Booth Management Consulting? Key Team Members. What is an Agreed-Upon Procedures Engagement? Overview of Financial & Administrative Review Agenda U.S. Department of Housing and Urban Development Office of Housing Counseling Overview of Financial & Administrative Reviews December 6, 2016 2:00 PM

More information

Please note the Shared Services Center team can provide transitional support, if needed.

Please note the Shared Services Center team can provide transitional support, if needed. Services Provided UC Davis Shared Services Center (SSC) is a single, service-oriented unit that provides a range of finance, human resources, and payroll services to campus administrative divisions. We

More information

THE STATE OF B2B PAYMENTS 2017

THE STATE OF B2B PAYMENTS 2017 May 7-9, 2017 Disney s Yacht & Beach Club Resorts, Florida THE STATE OF B2B PAYMENTS 2017 Andrew Bartolini Chief Research Officer Ardent Partners May 9, 2017 ANDREW BARTOLINI Chief Research Officer, Ardent

More information

St. Joseph s College of Commerce (Autonomous) #163, Brigade Road, Bangalore LESSON PLAN (MODULE WISE)

St. Joseph s College of Commerce (Autonomous) #163, Brigade Road, Bangalore LESSON PLAN (MODULE WISE) P a g e St. Joseph s College of Commerce (Autonomous) #63, Brigade Road, Bangalore 560 025 LESSON PLAN (MODULE WISE) COURSE: B.COM., Industry Integrated SEMESTER: II SUBJECT: ACCOUNTING AND FINANCE FOR

More information

How a Vendor Self-Service Portal Helps Reduce Cost, Increase Productivity and Enhance AP Customer Service

How a Vendor Self-Service Portal Helps Reduce Cost, Increase Productivity and Enhance AP Customer Service How a Vendor Self-Service Portal Helps Reduce Cost, Increase Productivity and Enhance AP Customer Service (678) 894-4600 www.invoiceinfo.com How a Vendor Self-Service Portal Helps Reduce Cost, Increase

More information

Integrating COSO s Fraud Risk Management Guide on an Enterprise Scale

Integrating COSO s Fraud Risk Management Guide on an Enterprise Scale Integrating COSO s Fraud Risk Management Guide on an Enterprise Scale September 15, 2017 Vincent Walden Partner EY Atlanta Delores White Director, Internal Audit Southern Company Scott Hulsey Chief Compliance

More information

JD EDWARDS UPK PRE-BUILT CONTENT FOR: WORLD A9.3

JD EDWARDS UPK PRE-BUILT CONTENT FOR: WORLD A9.3 JD EDWARDS UPK PRE-BUILT CONTENT FOR: WORLD A9.3 Oracle s User Productivity Kit (UPK) is a collaborative content development platform that drives end-user and project team productivity throughout all phases

More information

OTM 101 Chris Gumz XPO Logistics OTM SIG User Conference Philadelphia, PA

OTM 101 Chris Gumz XPO Logistics OTM SIG User Conference Philadelphia, PA OTM 101 Chris Gumz XPO Logistics OTM SIG User Conference Philadelphia, PA August 11, 2014 Agenda Introduction Transportation Market Oracle Transportation Management Domain Structure User Roles Navigation

More information

REQUEST FOR INFORMATION FOR FINANCIAL SYSTEM 19-RFI-FS

REQUEST FOR INFORMATION FOR FINANCIAL SYSTEM 19-RFI-FS REQUEST FOR INFORMATION FOR FINANCIAL SYSTEM 19-RFI-FS March 5, 2019 HEALTH CARE DISTRICT OF PALM BEACH COUNTY 1515 N. FLAGLER DRIVE, SUITE 101 WEST PALM BEACH, FL 33401 PART 1 GENERAL INFORMATION 1-1

More information

SedonaOffice Release Notice

SedonaOffice Release Notice SedonaOffice SedonaOffice Last Updated: 05-Dec-2013 SedonaOffice 549 East Washington Avenue 45185 Joy Road Chagrin Falls, OH 44022 Canton, MI 48187 440.247.5602 About this Document This Reference Document

More information

Turn Accounts Payable into a Profit Center. Sandy Shropshire Vice President Business Development

Turn Accounts Payable into a Profit Center. Sandy Shropshire Vice President Business Development Turn Accounts Payable into a Profit Center Sandy Shropshire Vice President Business Development 770-445-6901 Company Background AOC Solutions Inc.: Founded in 1996 Offices in Chantilly, VA, Morgantown,

More information

Grow Commercial Client Revenue with FIS Integrated Payables

Grow Commercial Client Revenue with FIS Integrated Payables Grow Commercial Client Revenue with FIS Integrated Payables Matthew Dragiff, SVP Product Management & Client Services Sam Prudhomme, Product Manager, Regions Bank April 13, 2017 Agenda 01 02 03 04 Commercial

More information

REQUEST FOR INFORMATION FOR FINANCIAL SYSTEM 19-RFI-FS

REQUEST FOR INFORMATION FOR FINANCIAL SYSTEM 19-RFI-FS REQUEST FOR INFORMATION FOR FINANCIAL SYSTEM 19-RFI-FS March 5, 2019 HEALTH CARE DISTRICT OF PALM BEACH COUNTY 1515 N. FLAGLER DRIVE, SUITE 101 WEST PALM BEACH, FL 33401 PART 1 GENERAL INFORMATION 1-1

More information

George Rios, Senior Dynamics GP Consultant Mike Zapp, Senior Dynamics GP Consultant

George Rios, Senior Dynamics GP Consultant Mike Zapp, Senior Dynamics GP Consultant George Rios, Senior Dynamics GP Consultant Mike Zapp, Senior Dynamics GP Consultant Copyright 2012-2014 Bond Consulting Services.All Rights Reserved. Which modules need to be closed? Inventory Accounts

More information

EDI FOR NETSUITE B2BGATEWAY & NEWGEN BUSINESS SOLUTIONS

EDI FOR NETSUITE B2BGATEWAY & NEWGEN BUSINESS SOLUTIONS YOUR GLOBAL EDI NETWORK B2BGATEWAY & NEWGEN BUSINESS SOLUTIONS AUGUST 3, 2016 NORTH AMERICA // +1 (401) 491-9595 EUROPE // +353 (0) 61 708533 AUSTRALIA // +61 2 8003 7584 TODAY S AGENDA & PRESENTERS 1

More information

Ramesh Veeramuthu. Head of Procurement, MODEC

Ramesh Veeramuthu. Head of Procurement, MODEC Ramesh Veeramuthu Head of Procurement, MODEC High Critical Strategic Market Difficulty Acquisition Leverage Low Relative Spend/ Profit Impact High Procurement Efforts Transactional Strategic Value Price

More information