Presented by: Gail G. Goodwin, CPIM Principal Solution Consultant

Presented by: Gail G. Goodwin, CPIM Principal Solution Consultant

Summary of Supply Chain Management

Version 9.0 Enhancements………

Supply Chain Management• Shipping Documents -- print shipping documents at any step in fulfillment

process, automatically generate Bills of LadingReservations Enhancements -- generate batch reservations report, re-explode kits during reservations

• Kit Visibility -- product kit visibility in shortage, pegging, and fulfillment workbenches; product kit visibility during picking process

• Material Stock Requests (MSRs) -- order product kits from internal sources

InventoryInventory

• Blanket Order Support -- establish long term agreements with suppliers and execute multiple orders against single agreement

• Shipping Documentation -- generate standard shipping documents to send components to suppliers for outside processing

• Return to Vendor (RTV) -- automated process to return unacceptable components

• Flexible Pricing -- support multiple options for paying vendors on receipt of goods (e.g. pay on starts, pay on receipts)

SubcontractManufacturingSubcontract

Manufacturing

OrderManagement

OrderManagement • Holds Management Workbench -- single location to view and manage holds;

role-based security based on hold codes

• Purging & Archiving -- archiving solution “how to” guide for storing historical order information

• EDI Support -- standardized, compliant data maps for most common SCM EDI transactions; user-defined fields at header, line and schedule for “pass through” data; EDI invoice re-transmission

CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract

Supplier Relationship Management

• Buyer Dashboard Enhancements– New Pagelets – Total PO Spend; Total

Supplier Spend; Supplier Performance

• Reopen Specific Req’s & PO’s

• Amount Only Requisitions

• Groups for ePro Requisition Favorites

• Purging and Archiving

• Subcontracting Enhancements

Purchasing 9.0 Enhancements

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


• More SRM Dashboard Enhancements



Re-open Closed POs and Requisitions• Currently, 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







Amount Only Functionality Today• Currently, amount only functionality exists 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 Requisitions• One of SRM PUG 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







SRM Dashboard Enhancements

• Expanded KPIs for buyers and managers– Buyer’s perspective includes metrics for

which he/she is assigned buyer– Manager’s perspective includes aggregate

of metrics of associated buyers

• Drill down capability– Summary metrics at business unit level– Filter and view details on spend

• Supplier performance analytics pagelet

SRM Dashboard Bar Graphs

• 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)

• Drill into POs based on selection criteria• View contract spend and non contract spend

Total Schedule Spend by Period PO Spend by PO Date

Contract Spend by Period(and Non-Contract Spend)

Total Schedule Spend by Period

Amount 4940.13 for period 5/06, Total schedule lines: 4

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

Schedule Spend by Period

Total Spend by BU

Filter and View Schedules

Drill into PO

SRM Dashboard Pagelets

• Spend by Category– Drill down displays category spend by supplier– Supplier hyperlink drills down to all POs for

selected vendor and category

• Spend by Vendor– Drill down displays all categories of spend for

vendor– Category hyperlink drills down to all POs for

selected category and vendor

Spend by Category

Category Spend by Vendor

Supplier Analytics

• Existing Supplier Analytics graphs added to dashboard– On time performance– PO/Receipt Quantity Performance– Quality Performance– Quantity Performance

On-Time Performance







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

Subcontracting Enhancements

• Allow users to enter a Subcontract Item Id on a subcontracted operation on the Manufacturing Task, Routing, and PID Operation List within PeopleSoft Enterprise Manufacturing

• If a PID subcontracted operation is referenced to a subcontract item, PeopleSoft Enterprise Purchasing will generate a subcontract Purchase Order with the subcontract item

• The system will search for valid Purchasing Contract that is applicable to the subcontract item during the subcontract Purchase Order creation process

Thank You