peoplesoft enterprise srm purchasing: overview, 9.0 update, and beyond 9.0

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PeopleSoft Enterprise SRM Purchasing: Overview, 9.0 Update, and Beyond 9.0. Alexandra (Haytcher) Dhillon, Earnest Ivie PeopleSoft Enterprise SRM Product Strategy Manager. - PowerPoint PPT Presentation

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  • PeopleSoft Enterprise SRM Purchasing: Overview, 9.0 Update, and Beyond 9.0 Alexandra (Haytcher) Dhillon, Earnest IviePeopleSoft Enterprise SRM Product Strategy Manager

  • 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, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.

  • AgendaPeopleSoft Purchasing Release 9.0 FeaturesPurchasing - Beyond Release 9.0Summary

  • New and Enhanced Features forPeopleSoft Purchasing Release 9.0SRM Dashboard EnhancementsRe-open and Adjustment of Closed Purchase Orders and RequisitionsAmount Only RequisitionsSubcontracting EnhancementsPurging and Archiving

  • SRM DashboardBusinessInsightNew for Release 9.0Expanded KPIs for buyers and managersSummary metrics at business unit levelSupplier performance analytics pageletCollection of pagelets and metrics presenting aggregated view of source-to-settle business process for Buyers and Managers

  • SRM Dashboard Pagelets and Metrics in Release 9.0

  • SRM Dashboard Drill Down CapabilitiesMouse over bar displays total amount, total # of Schedules or POsDrill down to spend by business unit (Buyers view), spend by Buyer (Managers view)Total Schedule Spend by Period PO Spend by PO DateContract Spend by Period(and Non-Contract Spend)

  • SRM DashboardPO Contract Spend by Period71% for period 7/06, Total Schedule Lines: 12Mouse over bar indicates total dollar amount and total number of schedules for period

  • SRM DashboardSpend by Business UnitTotal Spend by BU

  • SRM DashboardSpend by Business UnitFilter and View SchedulesDrill into PO

  • SRM DashboardSpend by Category / Spend by VendorCategory Spend broken down by Vendor

  • SRM DashboardSupplier Performance Analytics On time performancePO/Receipt Quantity PerformanceQuality PerformanceQuantity PerformanceExisting Supplier Analytics graphs added to dashboard

  • SRM DashboardOn-Time Performance Analytics

  • New and Enhanced Features forPeopleSoft Purchasing Release 9.0SRM Dashboard EnhancementsRe-open and Adjustment of Closed Purchase Orders and RequisitionsAmount Only RequisitionsSubcontracting EnhancementsPurging and Archiving

  • Re-Open Closed POs and Requisitions

    Prior to Release 9.0, can only re-open requisitions and purchase orders from the last batch of the Close Reconciliation process

    Release 9.0, re-open ANY previously closed requisition or purchase orderSpecific transaction or based on selection criteriaReverts to last transaction status prior to ClosingUseful when transaction inadvertently closed to early

  • Re-Open Closed POs and Requisitions

    Specify Transactions to Re-Open

  • New and Enhanced Features forPeopleSoft Purchasing Release 9.0SRM Dashboard EnhancementsRe-open and Adjustment of Closed Purchase Orders and RequisitionsAmount Only RequisitionsSubcontracting EnhancementsPurging and Archiving

  • Amount Only Functionality Prior to Release 9.0

    Amount only functionality existed for purchase orders and contractsAllows multiple receipts against an amount based purchase order

    Issue: Purchase orders created through eProcurement and Requisitions must be intervened before being dispatched and manually updated by BuyerIssue: Customers using amount only purchase orders for services and progressive payments must manually override Receipt Required option on PO

  • Amount Only FunctionalityRelease 9.0One of our customers top prioritiesRelease 9.0, Amount Only option added to eProcurement and Purchasing Requisition LineFlows through to purchase orderConsolidation and Split Sourcing prohibited

    Business Unit option to automatically create amount only purchase order lines with option Do Not Receive

  • Amount Only FunctionalityPurchasing RequisitionsAmount Only indicator available

    Requisition Line Grid Requisition Line Details

  • Amount Only FunctionalityeProcurement RequisitionsAmount Only indicator available

    Requisition Line Details

  • New and Enhanced Features forPeopleSoft Purchasing Release 9.0SRM Dashboard EnhancementsRe-open and Adjustment of Closed Purchase Orders and RequisitionsAmount Only RequisitionsSubcontracting EnhancementsPurging and Archiving

  • Subcontracting EnhancementsSupport of subcontracting items that represent services provided by vendorAdded Contract Consumption for Pricing and TermsStreamlined the Completion of Operation Step on Receipt

  • Subcontracting EnhancementsProcurement ContractsEnables Flexible PricingTake advantage of volume discountsUseful for long-term contracts where prices dont varySupport for both PO Type and Blanket Type of Contract

  • Subcontracting EnhancementsBusiness Process FlowCreate Production IDsRelease ProductionContractCreate POPurchase OrderSend Items to SubcontractorReceiveCompletions and ScrapNegotiate with SubcontractorCreate Contract

  • Subcontracting EnhancementsProcurement Contracts

  • Subcontracting EnhancementsReceipt of Sub-contract

  • Subcontracting EnhancementsDetails for Receipt of Sub-contract

  • New and Enhanced Features forPeopleSoft Purchasing Release 9.0SRM Dashboard EnhancementsRe-open and Adjustment of Closed Purchase Orders and RequisitionsAmount Only RequisitionsSubcontracting EnhancementsPurging and Archiving

  • Purging and ArchivingArchiving solution How To guide for storing historical Purchasing informationComprehensive document details All Tables Order in which to archiveImpact to other applications

  • New and Changed Features forPeopleSoft Purchasing Release 9.0SRM Dashboard EnhancementsRe-open and Adjustment of Closed Purchase Orders and RequisitionsAmount Only RequisitionsSubcontracting EnhancementsPurging and Archiving

  • Purchasing Beyond Release 9.0

    Approval FrameworkRTV StreamlineClose ShortMiscellaneous EnhancementsUse XML Publisher for ePro and PO DispatchContracts Enhancements

  • Approval Framework Purchasing Requisitions, Purchase Orders, VouchersApproval Framework Originally ePro Workflow, now in PeopleToolsOver 20 applications use Approval Framework today (SRM, SCM, FIN, HCM)Post 9.0 Integrate Approval Framework with Purchasing Requisitions, Purchase Orders and Vouchers

  • Purchasing Beyond Release 9.0

    Approval FrameworkRTV StreamlineClose ShortMiscellaneous EnhancementsUse XML Publisher for ePro and PO DispatchContracts Enhancements

  • Streamline RTV ProcessingFor Inventory ReturnsRTV Express Processing OptionRTV Fulfillment Processing OptionNotifications and Worklist Entries for RTV Processing

  • Purchasing Beyond Release 9.0

    Approval FrameworkRTV StreamlineClose ShortMiscellaneous EnhancementsUse XML Publisher for ePro and PO DispatchContracts Enhancements

  • Close ShortCurrent Close Backorder functionality is only for Stockless items. One PO Cannot contain Stockless and Stock Items.Close Criteria Based on number of days past PO Date.Some Interest in being able to Identify Any PO Line for Close Short processing.Some Interest in Reviewing Lingering PO Schedules and Identify the PO Lines that Could be Closed Short.

  • Purchasing Beyond Release 9.0

    Approval FrameworkRTV StreamlineClose ShortMiscellaneous EnhancementsUse XML Publisher for ePro and PO DispatchContracts Enhancements

  • Miscellaneous EnhancementsAllow Comments to Pass from Requisition to MSRDock to Stock Lead TimeReceiving EnhancementsImproved Serial ID and Lot ID editsOption to use Receipt Date as Currency Exchange Rate DateAbility to Capture Multiple Pro Numbers for a receipt lineDisplay Total received and Open for PO ScheduleExpand Category Description and Mfg Name to 60

  • Purchasing Beyond Release 9.0

    Approval FrameworkRTV StreamlineClose ShortMiscellaneous EnhancementsUse XML Publisher for ePro and PO DispatchContracts Enhancements

  • Use XML Publisher for ePro and PO DispatchUse XML Publisher to Dispatch ePro and PO purchase ordersConsolidated code-line for both consistency! Configurable Template easy to format PO Dispatch!Should new Dispatch process replace existing popo005.sqr dispatch process? Or should we continue to maintain both? Do you have requirements to use more than one template/format for Dispatching a PO?

  • Purchasing Beyond Release 9.0

    Approval FrameworkRTV StreamlineClose ShortMiscellaneous EnhancementsUse XML Publisher for ePro and PO DispatchContracts Enhancements

  • Contracts EnhancementsContracts by CategoryChange Tracking on ContractVersioning on ContractBudget Check and Approve Requisitions using Contract PriceAbility to use Contracts on requisitions/purchase orders for which price is not to be calculatedOption to automatically default contract onto PO, and onto Requisition

  • Purchasing Beyond Release 9.0Approval FrameworkRTV StreamlineClose ShortMiscellaneous EnhancementsUse XML Publisher for ePro and PO DispatchContracts Enhancements

  • Gain insight into supplier behavior