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 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 Oracle’s products remains at the sole discretion of Oracle.

Agenda

• PeopleSoft Purchasing Release 9.0

Features

• Purchasing - Beyond Release 9.0

• Summary

New and Enhanced Features forPeopleSoft Purchasing Release 9.0

• SRM Dashboard Enhancements

• Re-open and Adjustment of Closed Purchase Orders and Requisitions

• Amount Only Requisitions

• Subcontracting Enhancements

• Purging and Archiving

SRM Dashboard

BusinessInsight New for Release 9.0

•Expanded KPIs for buyers and managers

•Summary metrics at business unit level•Supplier performance analytics pagelet

Collection 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 Capabilities

• Mouse over bar displays total amount, total # of Schedules or POs

• Drill down to spend by business unit (Buyer’s view), spend by Buyer (Manager’s view)

Total Schedule Spend by Period PO Spend by PO Date

Contract Spend by Period(and Non-Contract Spend)

SRM DashboardPO Contract Spend by Period

71% for period 7/06, Total Schedule Lines: 12

Mouse over bar indicates total dollar amount and total number of schedules for period

SRM DashboardSpend by Business Unit

Total Spend by BU

SRM DashboardSpend by Business Unit

Filter and View Schedules

Drill into PO

SRM DashboardSpend by Category / Spend by Vendor

Category Spend broken down by Vendor

SRM DashboardSupplier Performance Analytics

• On time performance• PO/Receipt Quantity Performance• Quality Performance• Quantity Performance

Existing Supplier Analytics graphs added to dashboard

SRM DashboardOn-Time Performance Analytics

New and Enhanced Features forPeopleSoft Purchasing Release 9.0

• SRM Dashboard Enhancements

• Re-open and Adjustment of Closed Purchase Orders and Requisitions

• Amount Only Requisitions

• Subcontracting Enhancements

• Purging 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 order• Specific transaction or based on selection criteria

• Reverts to last transaction status prior to Closing• Useful when transaction inadvertently closed to early

Re-Open Closed POs and Requisitions

Specify Transactions to Re-Open

New and Enhanced Features forPeopleSoft Purchasing Release 9.0

• SRM Dashboard Enhancements

• Re-open and Adjustment of Closed Purchase Orders and Requisitions

• Amount Only Requisitions

• Subcontracting Enhancements

• Purging and Archiving

Amount Only Functionality Prior to Release 9.0

• Amount only functionality existed for purchase orders and contracts

• Allows 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 Buyer

• Issue: Customers using amount only purchase orders for services and progressive payments must manually override Receipt Required option on PO

Amount Only FunctionalityRelease 9.0

• One of our customers’ top priorities• Release 9.0, Amount Only option added to eProcurement

and Purchasing Requisition Line• Flows through to purchase order• Consolidation and Split Sourcing prohibited

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

Amount Only FunctionalityPurchasing Requisitions

Amount Only indicator available

• Requisition Line Grid

•Requisition Line Details

Amount Only indicator available

• Requisition Line Details

Amount Only FunctionalityeProcurement Requisitions

New and Enhanced Features forPeopleSoft Purchasing Release 9.0

• SRM Dashboard Enhancements

• Re-open and Adjustment of Closed Purchase Orders and Requisitions

• Amount Only Requisitions

• Subcontracting Enhancements

• Purging and Archiving

Subcontracting Enhancements

• Support of subcontracting items that represent services provided by vendor

• Added Contract Consumption for Pricing and Terms• Streamlined the Completion of Operation Step on Receipt

Subcontracting EnhancementsProcurement Contracts

• Enables Flexible Pricing• Take advantage of volume discounts• Useful for long-term contracts where

prices don’t vary• Support for both PO Type and

Blanket Type of Contract

Create Production IDs

Release Production

ContractCreate POPurchase Order

Send Items to Subcontractor Receive

Completions and Scrap

Negotiate with Subcontractor

Create Contract

Subcontracting EnhancementsBusiness Process Flow

Subcontracting EnhancementsProcurement Contracts

Subcontracting EnhancementsReceipt of Sub-contract

Subcontracting EnhancementsDetails for Receipt of Sub-contract

New and Enhanced Features forPeopleSoft Purchasing Release 9.0

• SRM Dashboard Enhancements

• Re-open and Adjustment of Closed Purchase Orders and Requisitions

• Amount Only Requisitions

• Subcontracting Enhancements

• Purging and Archiving

Purging and Archiving

• Archiving solution “How To” guide for storing historical Purchasing information

• Comprehensive document details …• All Tables

• Order in which to archive

• Impact to other applications

New and Changed Features forPeopleSoft Purchasing Release 9.0

• SRM Dashboard Enhancements

• Re-open and Adjustment of Closed Purchase Orders and Requisitions

• Amount Only Requisitions

• Subcontracting Enhancements

• Purging and Archiving

Purchasing – Beyond Release 9.0

• Approval Framework

• RTV Streamline

• Close Short

• Miscellaneous Enhancements

• Use XML Publisher for ePro and PO Dispatch

• Contracts Enhancements

Approval Framework Purchasing Requisitions, Purchase Orders, Vouchers

• Approval Framework Originally ePro Workflow, now in

PeopleTools

• Over 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 Framework

• RTV Streamline

• Close Short

• Miscellaneous Enhancements

• Use XML Publisher for ePro and PO Dispatch

• Contracts Enhancements

Streamline RTV ProcessingFor Inventory Returns

• RTV Express Processing Option

• RTV Fulfillment Processing Option

• Notifications and Worklist Entries for RTV Processing

Purchasing – Beyond Release 9.0

• Approval Framework

• RTV Streamline

• Close Short

• Miscellaneous Enhancements

• Use XML Publisher for ePro and PO Dispatch

• Contracts Enhancements

Close Short

• Current 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 Framework

• RTV Streamline

• Close Short

• Miscellaneous Enhancements

• Use XML Publisher for ePro and PO Dispatch

• Contracts Enhancements

Miscellaneous Enhancements

• Allow Comments to Pass from Requisition to MSR• Dock to Stock Lead Time• Receiving Enhancements

• Improved Serial ID and Lot ID edits• Option to use Receipt Date as Currency Exchange Rate Date• Ability to Capture Multiple Pro Numbers for a receipt line• Display Total received and Open for PO Schedule

• Expand Category Description and Mfg Name to 60

Purchasing – Beyond Release 9.0

• Approval Framework

• RTV Streamline

• Close Short

• Miscellaneous Enhancements

• Use XML Publisher for ePro and PO Dispatch

• Contracts Enhancements

Use XML Publisher for ePro and PO Dispatch

• Use XML Publisher to Dispatch ePro and PO purchase orders• Consolidated 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 Framework

• RTV Streamline

• Close Short

• Miscellaneous Enhancements

• Use XML Publisher for ePro and PO Dispatch

• Contracts Enhancements

Contracts Enhancements

• Contracts by Category• Change Tracking on Contract• Versioning on Contract• Budget Check and Approve Requisitions using

Contract Price• Ability to use Contracts on requisitions/purchase

orders for which price is not to be calculated• Option to automatically default contract onto PO, and

onto Requisition

Purchasing – Beyond Release 9.0

• Approval Framework

• RTV Streamline

• Close Short

• Miscellaneous Enhancements

• Use XML Publisher for ePro and PO Dispatch

• Contracts Enhancements