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CCS Fishbowl Room

PAS Technical Group Meeting

Meeting Agenda
Meeting Cancelled
No
Meeting Location
Meeting Minutes
Meeting Date Time
Meeting Intro

RSVP and submit proposals for agenda items: https://forms.office.com/r/jmmAuTJRKU 

Please RSVP for this in-person meeting by Thursday, September 4. 

PAS Technical Group Meeting

Meeting Agenda
Meeting Cancelled
No
Meeting Location
Meeting Minutes
Meeting Date Time
Meeting Intro

The meeting will be held in-person at the CCS office (200 Tri-State International Dr, Lincolnshire, IL 60069).

RSVP and submit proposals for agenda items: https://forms.office.com/r/W91QL0UZZg

RSVP by June 11, 2024. 

Supplemental Meeting Documents

Acquisitions in Leap (v. 7.7)

Meeting Cancelled
No
Meeting Location
Meeting Date Time
Meeting Intro

New acquisitions functions have been added to Leap during the last few updates. This session will begin with a review of the current state of the functions that are available and aren’t available in Leap yet. Then we will review the set up tasks and daily workflows including:

  • Working with fiscal year and fund records.
  • Creating supplier records.
  • Creating and editing item record templates.
  • Importing on order records.
  • Bulk adding titles to a PO.
  • Manually creating POs.
  • Receiving and invoicing.
  • Taxes, credits, charges and discounts.

Hands on activities will be included to provide time for you to practice tasks related to your daily workflow. Topics not covered include Leap Basics and searching in Leap.

Prerequisites:

Subscribe to CCS Fishbowl Room