Transition to Infor: What to Know About Submitting Check Requests and Processing PO Invoices through Symbeo
April 22, 2021
Transition to Infor: What to Know About Submitting Check Requests and Processing PO Invoices through Symbeo
With the change to Infor Supply Chain Management, we know you may have some questions about check requests and changes with Symbeo. Here is what you need to know.
What is Changing with Check Requests?
You will now use the Infor check request form. You can find this form on UMMSConnect. When filling out the Infor check request form, you will need to know:
- Your Infor Company Number and Accounting Unit (formerly known as Cost Center)
To look up your Accounting Unit, refer to the step-by-step instructions in the Cross Reference - HEFM Cost Center to Lawson Accounting Unit Lookup posted on UMMSConnect. The tool will prompt you to enter your old department number and will then provide your new Accounting Unit.
Note: When submitting a request for using restricted funds/grants you will need to include the activity code.
What is NOT Changing with Check Requests?
- A signature is still required, aligned with the UMMS Authority to Commit.
- The submission process is unchanged. Once your form is signed, scan and email it to UMMSAP@umm.edu with “Check Request” in the subject line.
What is Changing with Accounts Payable & Symbeo?
The Infor uses the term “Service Agreements” for what HEMM calls “Blanket Purchase Orders” (POs). While your Blanket POs run out in HEMM, you may have invoices for both Infor Service Agreements and HEMM Blanket POs in your Symbeo queue. Here is what to do:
For HEMM Blanket POs:
Release the blanket PO in HEMM, add the three-digit release number in Symbeo, and change the status “Pending Release Number.”
For Infor Service Agreement POs:
If the invoice is okay to pay, change the invoice status in Symbeo to “Approved.” (Infor POs don’t have releases.)
For Capital POs and All One-Time Service POs Greater than $500:
Review the invoice for accuracy. If the invoice is okay to pay change the invoice status in Symbeo to “Approved.”
What’s NOT Changing with Symbeo
The process to release and approve invoices on existing Blanket Purchase Orders in HEMM while they run out remains the same.
Remember, you can ONLY set the status for HEMM invoices to “Pending Release Number.”
Questions?
Have questions? Talk with your manager.
For questions on Accounts Payable, email the ticketed help desk at UMMSAP@umm.edu.