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2/24/2018 © SpearMC Consulting 1 © 2018 SpearMC Consulting

PeopleSoft FSCM v9.2 Supplier Portal and eSupplier Connection

Module

Presented by: Keith Harper, SpearMC Consulting

February 22nd, 2018

© 2018 SpearMC Consulting

Presenters

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Practice Director, Supply Chain SpearMC Management Consulting [email protected]

Keith Harper

Senior Consultant, PeopleSoft FSCM SpearMC Management Consulting [email protected]

Stephen Hjelmstad


Safe Harbor Statement

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I am not Technical…..

Developers please refrain from trying to stump the presenter…….

……or you will be escorted from the building.


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Problem Statements…..

• Internal • Business: I’m not sure of our process to on-board a potential supplier?? • AP / Purchasing: Tracking / Updating Supplier information takes to much

time • AP / Purchasing: We get to many phone calls from suppliers requesting

information • Purchasing: We have to many suppliers and need to have better control on

our supplier qualification process

• For New / Potential Suppliers • How do I register to be a new supplier with your company? • The on-boarding process is taking to long • How do I communicate all of the goods and services I can provide? • What are the criteria to qualify as a new supplier • How do I update my supplier information

• For existing Suppliers • How do I update my supplier information? • What is the status of my invoice, payment, Sourcing Events • Can you send me a copy of a document: PO, Contract, etc.


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Supplier Portals are….

• External web interfaces for collecting and displaying information pertinent to most day to day supplier interactions

• Typically include functionality for qualifying and on-boarding new suppliers

• Facilitate Vendor Self-service and serves as a single access point for current vendors to update their information

• Provide suppliers with Real-Time Document status: RFQ, PO, Voucher, Payment etc..

• Allow for suppliers to respond to Bidding Events, RFQs, Enter or Upload invoices

• Can sometimes support invoice dispute resolution interactions…

• Provide 24x7 Access vs. Standard M-F, 8-5

• Provide automated and consistent means to communicate to supplier base

• Provide a platform to communicate Supplier Performance & KPIs


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Supplier Portal Benefits….

• Qualify and expand your supply base without driving up costs

• Reduce internal resource demands to enter and update new supplier information

• Improve the speed of supplier qualification and on-boarding

• Provides a platform to gather and centralize more data about your suppliers.

• Commodity based, Compliance data, Diversity etc..

• Resource savings as a result of eliminating internal data entry and vendor interactions.

• Improved Supplier communications through a common platform

• Improved data accuracy and reduced error resolution


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Supplier Portal Functionality

• The PeopleSoft supplier portal is a complete Supplier & Potential supplier self service website

• Potential supplier registration and qualification questionnaire

• Supplier / Bidder can be open or by invitation only

• Customizable Questions and attachment capability

• Commodity based registration capability

• Integrated to Supplier Approval Workflow for conversion to approved suppliers

• Supplier Self Service to….

• Update Supplier Information

• View / Download POs & Receivers

• Respond to RFQs

• Enter PO acknowledgments

• Access Supplier Contract Documents

• Create Advanced Shipping Notifications

• Respond to SS Sourcing Bidding Events

• Enter Invoices - eSettlements

• View Payment status

• Enter invoice disputes

• Bid on open sPro requisitions and submit candidates

• Administer Supplier Portal Users


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Peoplesoft FSCM Supplier Portal Features

• Full Self Service functionality requires licensing of the eSupplier Connection module

• The SP is exposed outside the company firewall similar to many of the fluid mobile pages with a separate login page

• SP has separate menu navigation options & content references not available on the delivered employee portal

• SP access is managed using same role/PL security structure as Employee Portal

• Extensive communications tools

• Supplier WorkCenter Page – One stop self service page

• Delivered KPI Metric Pagelets

• Quality, Delivery, Pricing

• Delivered Pivot Grids

• Company Calendar and Announcements

• New Fluid UI Navigation with delivered navigation tiles

• Many transaction pages delivered in new Classic plus UI


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Supplier Portal

Supplier Portal Landing Page


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Supplier Portal Home / Login Pages

• Optional Classic Supplier portal login page. For existing and potential Suppliers.

• This page exposed outside of the firewall


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• Existing Suppliers Login and Fluid Landing page


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• Potential Supplier Fluid landing page Option


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• Option to use the Classic Landing page with Supplier Portal


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Supplier Portal

Supplier / Bidder Self Registration


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Supplier / Bidder Self Registration • Option for Invitation based Registration

• Invitation to register new Suppliers could be sent to external supplier applicants or kept internal to the origanization


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New Supplier / Bidder Self Registration • Activity Guide based Registration • Same Format for Suppliers and Bidders


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New Supplier / Bidder Self Registration

• Supplier / Bidder Custom Questionnaire

• Ability to define questions using multiple Question types.

• Can Configure

Questionnaire Templates based on type of Supplier

• Different Questions for

different types of vendors.

• Requires using invitation method


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• Supplier / Bidder Custom Questionnaire

• Ability to define questions using multiple Question types.

• Can Configure

Questionnaire Templates based on type of Supplier

• Different Questions for

different types of vendors.

• Requires using invitation method


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New Supplier / Bidder Self Registration • All Profile Questions are part of the Registration

Template (Optional or Required)


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• Contacts become part of Supplier Record when approved.

• Initial Registrant requests

their PS UserID upon registration

• New PS Users must be

approved before being active for Full SP Functionality

• New users Receive a separate email notification when activated on Supplier Portal


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• Optionally Gather Supplier Financial Information

• This can also be done

later after supplier approval

• Any Information

entered during Self Registration can be updated by internal Supplier Administrator


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• Suppliers can Identify Commodities they want to sell.

• Final Authorization

is determined by Suppl. Admin

• Separate

Commodity Trees can be associated to each Registration Template

• Exp. Corporate Tree

vs. Operations


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Supplier Portal Setup


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Invite Potential Suppliers / Bidders to Register

• Applicants must review and accept T&Cs to submit final application

• User defined

T&Cs by Template


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Invite Potential Suppliers / Bidders to Register

• Registrants can review application prior to submitting

• Upon Submission application is assigned Reg. ID

• Not an approved

Supplier


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Supplier Portal

Supplier Registration Review and Approval


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Review and Approve Supplier Registrants

• Internal Supplier Administrator can review and edit supplier registration prior to Supplier Workflow Approval


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• New Supplier requests can be initiated into Workflow approval after submission

• New Supplier

Registration Workflow


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• Approvers can view all registration information and attachments


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• Approved Suppliers assigned a Supplier ID….different from Registration ID


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• Approved Supplier information populated into master Supplier Record


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• Supplier information populated into Supplier Record


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Supplier Portal

Supplier Administration (Internal facing WorkCenter)


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WorkCenter for Supplier Administration (internal)

• Delivered WorkCenter for internal users to manage all Supplier Registration and Existing Supplier information


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Supplier Portal

Supplier Portal– Self Service Functions


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Supplier Portal

Processing Overview

eSupplier Connection

Sup

plie

r P

ort

al

Requisitions Purchase Orders Receipts Vouchers Address & Contact Information And much more …

3rd Parties Register Access View existing and create new transactions

Bidders

Supplier-Users

Suppliers


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Supplier Portal

• Login pagelet for approved suppliers • ID’s granted to Supplier Users

• By internal Supplier Admin • Or by site admin on Supplier Side


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Supplier Portal • Supplier Portal Fluid Home Page •For approved Suppliers •100% customizable based on needs


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Supplier Portal - Functions

• Supplier can submit Change Requests for supplier information updates • Address • Contact • Request new Payment Terms • Etc.

• Internal workflow approval for all changes is an option


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Supplier Portal - Functions

• View Purchase Orders • Submit ASNs, • Acknowledge POs


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Supplier Portal - Functions • View Purchase Order Details and related documents


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Supplier Portal

• Suppliers can download and open PO PDFs


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Supplier Portal

• Respond online to Request for Quote (RFQ)


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Supplier Portal • Create and manage eSettlements Self Service

Invoices • Requires eSettlements module to create…not

needed to view


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Supplier Portal

• Enter Self Service Invoice


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Supplier Portal

• Review Supplier Payments • Account Balance Review page


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Supplier Portal

Supplier Homepage (external facing WorkCenter)


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• Complete Self Service Dashboard for all Supplier Self Service Functions • Actionable Alerts • Many Delivered Communication based Pagelets • Many Delivered Pivot Grid Pagelets

Supplier WorkCenter (External Facing)


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• Supplier WorkCenter - Tools v8.54 Example with Custom pagelets



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• Many Delivered Alerts for Supplier WorkCenter • Ability to Drill into details and take action



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• Also ability to see alerts and workflow items in the new Fluid Navigation Notifications Window



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Supplier Portal

Potential Supplier / Bidder Fluid Landing Page


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Potential Supplier / Bidder Features

• Potential Supplier / Bidder Fluid External Facing landing page


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Supplier Portal

• Option to open up Supplier / Bidder registration to public


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Supplier Portal

• Open to Public Bidding Events • Strat. Sourcing Required


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Supplier Portal

• Public Communications Pages


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Supplier Portal

• FAQs and Contact Us


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Supplier Portal

Supplier Portal – Configuration


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Supplier Portal – Administration Configuration Options

• Notify Suppliers to review and update their information


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• User Definable Supplier Portal Terms and Conditions Page



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Supplier Portal

Some Supplier Portal Security Configuration Options


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• Security for Supplier Users can be managed internally or with Supplier Administrator

Supplier Portal – Security


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• Enable / Disable Supplier Control of User Passwords



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• Approved Supplier Users become part of master user profile record

• Type = Vendor with associated Supplier ID


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• New Supplier Users Inherit Supplier only Security Roles


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Thank you…..and applause


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eSupplier Connection

The Supplier Onboarding Process

Org

Su

per

viso

r O

rgan

izat

ion

Perform Internal Review

Questions & Add’l Info Requested via

email

Sup

plie

r

Register

Perform OFAC & Duplicate

Check

Approve or Deny

Invite Supplier Party to Register

Completed Onboarding Notification

Received

Provide Requested Info

Can be a Buyer or any other

employee Approved to be a

Bidder and/or Supplier


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eSupplier Connection –Supplier On-boarding Process

• FSCM users invite a potential Bidders/Suppliers to register or they can do themselves

• Self Service Process – Suppliers/Bidders register themselves via eSupplier Connection

• Customizable list of questions and request for documents

• Purchasing/AP Supervisor Performs a review

• Can respond to Supplier with questions via workflow

• Supplier party provides requested information

• AP/ PO Supervisor – Approves or Denys the registration

• Confirm that all information is complete

• PS process is run to verify duplicates and check against federal no-source list.

• Supplier receives notification of completed on boarding

• Their can be a separate Workflow to do final supplier approval