Sessions Presented by PeopleSoftapps.questdirect.org/eweb/upload/CFP_Files/PeopleSoft_Procurement... · PeopleSoft SRM/Procurement July 19, 2017 ... Confidential – Oracle Restricted

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |

Sessions Presented by PeopleSoft Day / Time Title Room

Wednesday 11:15 A Better Procurement User Experience with PeopleSoft Fluid UI Navigation Collections and Homepages #100970

Vienna

Wednesday 1:30 PeopleSoft eProcurement: Intuitive - Mobile - Configurable #100980 Vienna

Wednesday 1:30 Visibility and Efficiency for ERP Operational Managers Delivered by PeopleSoft Simplified Analytics #101250

Grand Ballroom G

Wednesday 4:30 PeopleSoft Mobile Inventory Management - Not Just for Healthcare Anymore! #101000 Paris

Wednesday 4:30 Art of the Possible with PeopleSoft Strategic Sourcing and Supplier Contract Management #100990

Vienna

Thursday 9:15 Improve Vendor Collaboration and Performance with PeopleSoft Supplier Portal and Scorecarding #100950

Vienna

Thursday 10:15 Bonus Session: PeopleSoft Supplier Portal and Supplier Scorecarding Q&A Session Vienna

Thursday 11:15 How Are They Doing? Analyze the Performance of Your Suppliers With PeopleSoft #101010 Vienna

Thursday 1:45 Art of the possible with PeopleSoft Supplier and Bidder Onboarding and Management #100960 Vienna

Thursday 3:00 PeopleSoft ERP Product Team Panel Discussion #100900 Florence

Confidential – Oracle Restricted


PeopleSoft Procurement Update and Roadmap Reconnect 2017 - #100940

Alexa Masters Product Manager and Evangelist PeopleSoft SRM/Procurement July 19, 2017



Safe Harbor Statement

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.



Program Agenda

Procurement

PeopleSoft Key Investment Areas

PeopleSoft eProcurement and Purchasing

PeopleSoft Strategic Sourcing & Contract Management

PeopleSoft Supplier Lifecycle Management

PeopleSoft Inventory and Mobile Inventory Management

Key Takeaways

1

2

3

4

5


6

7

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Restricted

Top Trends in Supply Chain and Procurement • Balancing powerful applications with intuitive user interface

• Improving supplier performance

• Increasing transparency


According to CPO’s, Technology Areas that will have Most Impact in Next Two Years

65%

57%

49%

40%

38%

37%

25%

20%

13%

Analytics

Renewal of strategic procurement tools

Renewal of operational procurement tools

Renewal of ERP platform

Digital

Cloud computig

Cybersecurity / data privacy

Emerging technology

Robotics Procss Automation (RPA)


Data from The Deloitte Global CPO Survey, 2017

https://www2.deloitte.com/content/dam/Deloitte/uk/Documents/operations/deloitte-uk-global-cpo-survey-2017.pdf


Quality of data Lack of data integration

Skills and capabilities of analytics resources

Current technology

Barriers to Effective Application of Analytics Data, systems and people

Data from The Deloitte Global CPO Survey, 2017

49%

29%

42%

29%

https://www2.deloitte.com/content/dam/Deloitte/uk/Documents/operations/deloitte-uk-global-cpo-survey-2017.pdf


Ongoing Investment in PeopleSoft

• Application Functionality

• Fluid UI

• Fluid Approvals

• Related Content and Simplified Analytics

• Elasticsearch

• PeopleSoft Selective Adoption

• Option to Deploy PeopleSoft to Oracle Cloud

Key Investment Areas


MW

See more on our YouTube channel

click me

https://www.youtube.com/channel/UCUhQ7fBYvSqlGVSNMxRNPfg

https://youtu.be/e7FOxT9b4hA


Planning Resources for future enhancements Customer Driven

10

Idea Spaces User Groups Advisory Board 1:1 Interactions

PeopleSoft Product Roadmap





Usability Configurability


Mobility

Why Fluid for PeopleSoft Procurement

Simple


Modernize Your Applications and UX

• Simple, Intuitive, responsive

• Embrace Fluid UI because it is here to stay!

• Most new features delivered using Fluid UI

• UI of transactional page should not hinder Fluid UI adoption

• Incrementally add Fluid UI pages and features based on business need


PeopleSoft Fluid User Interface

MW


Modernize Your Applications and UX “Classic Plus” Style to Align Classic and Fluid Pages


MW

• Fluid UI where appropriate

• Classic UI will continue to exist

• Enhancement of Classic UI style sheet

• Available with PeopleTools 8.56 plus application delivered changes



• On the PeopleSoft Portal

• Video Feature Overviews

• Spotlight Series

–Strategy

–Development

–Deployment

• UX Standards

• Training

• Documentation


How to Get Started? Leverage the PeopleSoft Fluid UI Concept Page

MW

click me http://docs.oracle.com/cd/E52319_01/infoportal/concepts.html

http://docs.oracle.com/cd/E52319_01/infoportal/fluid_ui.html


Fluid UI for PeopleSoft Procurement

“The Fluid User Interface provides a more intuitive and user friendly feel to PeopleSoft. This will improve our user experience in a significant way.”

- XXXXXXXXXX, Director Supply Chain Business Applications at XXXXXXXX Healthcare “The Fluid UI enables us to deliver easy to use navigation that can be personalized for and by the user. We anticipate it having a profound effect on our users as they will be able to be more productive regardless of where they are and will have a better overall experience with PeopleSoft. “

- XXXXXXXXX , Director of Finance Enterprise Solutions at XXXXXX Medical Center

Oracle Confidential – Restricted

Q u o t e s

17


Modernize Your Applications and UX Related Content and Simplified Analytics Delivers the Right Information in the Right Place

MW

Simplified Analytics in Image 18:

• Overdue Backlog by Supplier

• On-Time Delivery

• PO’s Not Acknowledged within X Timeframe

Planned Simplified Analytics

• Supplier Scorecarding

• Requisitions past due date but not received

• Requester spend based on order types


Modernize Your Applications and UX Approvals and Page Composer


• Delivered using Fluid UI

• Configurable and Extensible

• Line level approvals*

• View comments and attachments*

• Accounting information*

• Fluid approval transaction History

• Available with PI20*

MW

See more on our YouTube channel

click me

*For Procurement

https://youtu.be/K1gWNLhwgu8

https://youtu.be/K1gWNLhwgu8

https://www.youtube.com/channel/UCUhQ7fBYvSqlGVSNMxRNPfg



• Elasticsearch replacing SES

• Delivered on PeopleTools 8.55

• Completely transparent change to end user

• Easier to deploy and manage, more scalable, and greater efficiency

• Search engine support: – Oracle’s PeopleSoft team to directly support

Elasticsearch

– SES supported for 18 months

– SES and Verity not supported in PeopleTools 8.56


New Global Search Engine for PeopleSoft

MW


You're in control — you decide what to apply and when to apply them.

Updates are frequent — new features and maintenance are easy to apply.

A world without upgrades — your business systems are agile.

A New Mindset PeopleSoft Selective Adoption Enabled by the PeopleSoft Update Manager

MW



PeopleSoft Integrated Procure-to-Pay Suite & Inventory


eProcurement Self-Service

Procurement

Purchasing Compliance, Control

and Savings

Strategic Sourcing Consolidated

Purchasing Power

Supplier Contract Management Documents and

Compliance

Payables

Inventory

Mobile Inventory Management

eSupplier Connection

Supplier Collaboration

eSettlements

Supply Chain Procurement / SRM Financials


PeopleSoft eProcurement and Purchasing Simplified user engagement accompanies increased business proficiency


Fluid Requisition Recently Enhanced in Image 24

Fluid Approval Line Level Approvals and Page

Composer in Image 20


Fluid Receiving Introduced in Image 22

Complete Fluid Procurement Business Process Request , approve and receive on a smartphone, tablet or desktop


Easier Self-Service Requisitioning for Desktop and Mobile


Fluid eProcurement Requisition

First Available in Image 10

Enhancements in Image 18 • Configurable Landing page

• Cancel Requisition and Cancel Line

• Browse Catalog

• Special Requests

• Requisition Overrides

• Accounting Visibility and Override

• Line level Ship to Override

• Search with Transparent Punchout

Image 20 Enhancement • Multi Item Image Capability (new)

New Enhancements in Image 24 • Usability improvements

• Edit Requisition Capability

• Add Comments/Attachments

• Advanced Search Capability

• Budget Checking

• Accounting Tag

• Multiple Schedules for a Line

• Special Request Item Check (new)


Enable Fluid eProcurement for Broader User Set

• Copy Requisition

• Print Requisition

• Requisition Defaults

• Preview Approvals

• Mass Change / Delete

• Amount Only

• One time shipping override address

• Line Details page – contract sourcing, pricing override, etc.

• eProcurement Services

• Procurement Card

Confidential – Oracle Restricted 26

Planned and considered Fluid eProcurement Requisition Enhancements


Improved Contract Compliance

• Enforce negotiated contract pricing when ordering punch-out items or other adhoc requests

• Establish items-by-description on procurement contract

• Upon item request, system matches manufacturer attributes or supplier item ID against contract

• Automatically use contract price and/or add to contract discrepancy report


Automatically use contract pricing for punch-out and other adhoc requests

Avoid overpayments!


Proactively Monitor Suppliers

• View warnings and Violations for selected suppliers at a glance

• Drill down for more details

• Create Simplified Analytics and save for future use


Related Content and Simplified Analytics Delivers the Right Information in the Right Place


Accounting Tag feature


Replacement for Speedchart Functionality – Image 22


PeopleSoft Sourcing & Contract Management Compliance, Visibility and Bottom Line Savings


PeopleSoft Strategic Sourcing and Contracts Negotiate and realize savings

Strategic Sourcing

• Bidder registration • Event creation with bid factors

and constraints • Online and Offline Collaborate • Bid solicitation and analysis • Award optimization • Contract or PO Award

Procurement Contracts & Supplier Contract Mgmt

• Negotiated pricing and terms • Spend tracking and notifications • Legal Authored Contract Document • Structured clause library, rules-based

authoring, approval workflow • Collaboration, digital signature, SLA’s

and doc repository with searching

Integration across the Procure-to-Pay Suite Purchasing, eProcurement, Payables, etc


Opportunities for Significant Savings

PeopleSoft Strategic Sourcing helps you …

• Identify opportunities for Sourcing

• Create Negotiations and Collaborate across line of business

• Solicit and analyze bids

• Realize Savings

32 Oracle Confidential – Highly Restricted


Proactively Monitor Sourcing Activity

• Proactively monitor selected Sourcing Events

• Configure thresholds and view warnings – Event due to end

– Minimum bid responses not received

• View invitation, response and award summaries

• Delivered in Image 15


My Sourcing Events


Efficiently Search and Invite Most Appropriate Bidders

• Single bidder search page

• Single Bidder / Supplier search option

• Configurable profile questions

• Improved Category / SIC search

• Improved user experience

• New in Image 23


Bidder invitation enhancements


PeopleSoft Integrated Contract Lifecycle Management



Procurement


and Savings


Purchasing Power


Compliance

Payables

Inventory




eSettlements

Supply Chain Procurement / SRM Financials


Enforce Contract Compliance


Supplier Contracts eSignatures – Delivered in Images 16 and 18

• Capture signatures on mobile devices

• Store captured signatures in the cloud

• Device independent

• Add additional signatures on the fly

• Reduce dependence on IT

• Standardize digital signature tools

• eSign integration in Image 16

• Docusign integration in Image 18


Consolidated Views across Multiple Contracts


Group Contract Enhancements (Purchasing) – Delivered in Image 18

Umbrella of multiple contracts for single or across multiple suppliers

• Related procurement contracts

• Spend rollup

• Threshold notifications

• Document Authoring *

• Service Level Agreements *

* Available with Supplier Contracts

Group Contract

Contract A Contract B Contract C

$




New Contract Styles adhere to your organization’s nomenclature – Delivered in Image 18


Streamline Contract Compliance

Contract Versioning (Release 9.1)

• Use ‘Draft’ version to plan for and make contract updates (price changes, line deletions / additions, document refresh, etc)

• Set reminder notification for Approval date

• Manually change to ‘Current / Approved’ version

New in Image 22! Pre-approved ‘Draft’ versions automatically set to Current and Approved version on approval date


Auto-approve draft contract versions




View contract ‘spend’ on procurement contract

Max Amount $500,000 Released Amounts Line 50,000 Category 25,000 Open Item 5,000

Total Released 80,000 Remaining Amount $420,000 Remaining Percentage 84%

Max Amount $500,000 Spent Amounts Line 55,000 Category 29,000 Open Item 6,000

Total Released 90,000 Remaining Amount $410,000 Remaining Percentage 82%

Existing Contract Procured Amount Summary

New! Contract Spend Amount Summary & Drilldown


Supplier Lifecycle Management Collect, Qualify and Drive Continuous Improvement


PeopleSoft Supplier Lifecycle Management



Procurement


and Savings


Purchasing Power


Compliance

Payables

Inventory




eSettlements

Supplier Lifecycle Management Solutions


Improve Supplier Relationships


PeopleSoft Supplier Lifecycle Management Self-Service Supplier Registration Supplier Administrator WorkCenter Configurable Profile Questions All Available as of Release 9.2

Supplier Change Requests Available in Image 11

Supplier 360 Analysis Fluid Supplier Watchlist Comprehensive Supplier Portal Available in Image 10

Supplier Diversity Management Qualification Dashboard

Considered for Future

Fluid Supplier Portal (common & SRM) Available in Image 23

Fluid POA and Fluid eSettlements Planned for Future

Fluid Supplier Scorecarding with Simplified Analytics

Planned for Future


Intuitive Self-Service & Business Process Flows

• Template-driven Train Stop Navigation

• Configurable Profile Questions

• Integrated Approval Workflow

• Available on “Supplier Portal” and for internal users

• Available with Purchasing or Payables License


Supplier Registration – Release 9.2 Supplier Change Requests – Image 11

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Restricted 45

PeopleSoft Self-Service Supplier Portal Solutions

Purchasing / Payables


eSettlements

Strategic Sourcing

Supplier Contract

Management

Boosts process automation

Improves supplier cash flow

Cultivates supplier relationships

Improves supplier information management

Securely integrates across Procure-to-Pay




Fluid PO Acknowledgments


Enhancement Plans

Redesign User Experience for Suppliers and Buyers • Simplified easy-to-understand statuses

• Consolidate Lines and Schedules onto one page

• Intuitive actions New Analytics and Alerts • Pending PO Acknowledgments

• Overdue Acknowledgments

• Supplier POA Performance

Plus list of customer driven POA enhancement requests


Evaluate and Monitor Supplier Performance


PeopleSoft Scorecarding

• Subjectively and objectively score supplier performance

• Solicit feedback from key stakeholders across the line of business

• Use results to assess supplier performance and make future procurement decisions


Evaluate and Monitor Supplier Performance


PeopleSoft Scorecarding

(planned for future)


Promote Innovation, Drive Competition, Display Commitment working with Diverse Businesses

Percentage of organizations who deliberately leverage local suppliers to support economic development of local communities


Supplier Diversity Management

58%


Comply with Supplier Diversity Requirements


Supplier Diversity (and Certificate) Management

Example

• Internal user or supplier uploads certificate (diversity status, OSHA certificate, etc)

• Identify date range affectivity of certificate (ex: September 15th 2017 through September 14th 2017)

• Identify responsible parties for notification

• Maintain Supplier Qualification checklist and overall statuses to note whether current or not, and whether supplier should be ‘unqualified’

Copyright © 2017 Oracle and/or its affiliates. All rights reserved. |

PeopleSoft Mobile Inventory Management

Common PeopleSoft Inventory transactions formatted for use on a Mobile Device

• Real-Time

• Reduced Points of Failure

• Device Flexibility

• Streamlined Deployment

• Easily Expandable

• Oracle Maintenance & Support

• Continuing Investment

Oracle Confidential – Highly Restricted 52


PeopleSoft Fluid Mobile Inventory Management

Available Image 15

• Par Inventory Count

• Par Inventory Count Ad hoc

• Inventory Guided Count

• Inventory Item Count

• Inventory Location Count

• Receipt without PO

• Express Issue


Available Image 18

• PO Receipt

• Mobile Picking

• Manual Count

• Inventory Put away Confirmation

• Inventory Adjustment

• Location to Location Transfer

• Transaction Fulfillment Inquiry

• Update Delivery Cart

• Delivery

Copyright © 2017 Oracle and/or its affiliates. All rights reserved. |

Streamline Inventory Cost Ledger Period-End Close Inventory Cost Balancing WorkCenter – Image 19

Oracle Confidential – Highly Restricted 54

1.Overview of remaining period end close tasks using alerts

2.Generate the accounting line entries for the period

3.Confirm generated accounting line amounts are in balance with the inventory cost ledger

4.Use Tolerance Filters to identify items out of balance items

Copyright © 2017 Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Restricted 55

Streamline Procurement Processing

Picking Substitution Enhancement

• Pick Line for original item and substitute all at same time

• Enhancement to: PeopleSoft Classic Pick Confirmation and PeopleSoft Fluid Mobile Inventory

• Planned

• Expand from 30 to 40 characters to accommodate FedEx tracking number size of 34

• PRO Number field expanded in SRM, INV, Mobile Inventory

• Image 21

PRO Number Field Size Expansion


PeopleSoft Procurement Investment Summary

Enhancements (Delivered Image) • Comprehensive PO Close Short Enhancements (2) • eProcurement Custom Fields (4) • ePro Mouse-Over Available Inventory (4) • New ePro Role Actions (4) • Contract Price Adjustment Visibility on Req’s and PO’s (4) • Seamless Single-Page Marketplace Integration (8) • Marketplace Supplier Attributes (10) • Requisition Ship Via and Freight Terms (10) • Supplier 360 Single and Comparative (10) • 6 Procurement and Contract Pivot Grids (10) • Supplier Transaction Wheel Drill-down (10) • Sourcing & Contracts WorkCenter (10) • Supplier Contracts Workbench (10) • Comprehensive Supplier Portal with Improved Navigation, Change Requests,

Alerts, FAQ’s, Contact Us Pagelets (10) • Doc Status Inquiry Activity Line (10) • Receiving Workbench (10) • Display Approver Details in Requesters and Buyers Workbenches (10) • Split Distributions for Serialized Assets (10) • Optionally include Contract and non-Contract lines on same PO (10) • Source from Inventory option when contract is assigned on requisition (10) • Non ‘Auto Default’ procurement contracts not included for uniqueness (10) • New Inventory Receipt accruals (NSA) option (10) • Supplier Change Requests (11) • Download All Bidder Attachments (12) • Supplier-Side Alerts (14) • Procurement Card Reconciliation Chunking (14) • PO Distribution Worksheet (15) • eSign Digital Signature (16) • DocuSign Digital Signature (18) • Sourcing Notice of Intent to Award and Notice of Award (21) • ProNumber Field Expansion (21) • AccountingTag (22) • Auto-Approval for Draft Contract Versioning (22) • Improvements to Bidder Invitations (23) • Amount only PO's to Support MM Work Orders (23) • Federal DATA Act - File C Interface (23) • India GST for Purchasing (24)


Delivered enhancements provide continuous value in Images 2 through 24 Fluid Enhancements! (Delivered Image) • Procurement Operations Homepage (10) • Supplier Watch List (10) • Purchase Order Spend (10) • Requisition Cycle Times (10) • Self-Service Requisition (10) • Requisition and PO Approvals (10) • 7 Mobile Inventory Transactions (15) • My Sourcing Events Tile and Sourcing Metrics (15) • 3 Supplier Change Request Pivot Grids (15) • eProcurement Configurable Landing page with Navigation (18) • Cancel Requisition and Cancel Line (18) • Browse Catalog capability (18) • eProcurement Special Request (18) • Requisition Summary and Line Overrides (18) • eProcurement Accounting Visibility and Override (18) • Accounting Tag (18) • ePro Small and Large form factor optimization (18) • Simplified Analytics Overdue Backlog by Supplier (18) • Simplified Analytics On-Time Delivery (18) • Simplified Analytics PO’s Not Acknowledged within X Timeframe (18) • Group Contracts (18) • Contract Styles (18) • Configurable Registration Pagelet (18) • 9 More Inventory Mobile Transactions (18) • Line Level Approvals (20) • View Comments and Attachments (20) • View Accounting information (20) • Full Approval Transaction History (20) • Page Composer for Approvals Layout (20) • Sourcing and Contract Approvals (20) • ePro Multi Images (20) • Supplier Contracts Approvals (22) • Supplier Document and Contract Reporting (22) • eProcurement Mobile Receiving (22) • Fluid Public and Secure Supplier Portal (23) • Edit Requisitions(24) • Special Request Item Check (24) • Approvals for Supplier/Bidder Registration and Change Requests (24)


Sessions Presented by PeopleSoft Day / Time Title Room

Wednesday 11:15 A Better Procurement User Experience with PeopleSoft Fluid UI Navigation Collections and Homepages #100970

Vienna

Wednesday 1:30 PeopleSoft eProcurement: Intuitive - Mobile - Configurable #100980 Vienna

Wednesday 1:30 Visibility and Efficiency for ERP Operational Managers Delivered by PeopleSoft Simplified Analytics #101250

Grand Ballroom G

Wednesday 4:30 PeopleSoft Mobile Inventory Management - Not Just for Healthcare Anymore! #101000 Paris

Wednesday 4:30 Art of the Possible with PeopleSoft Strategic Sourcing and Supplier Contract Management #100990

Vienna

Thursday 9:15 Improve Vendor Collaboration and Performance with PeopleSoft Supplier Portal and Scorecarding #100950

Vienna

Thursday 10:15 Bonus Session: PeopleSoft Supplier Portal and Supplier Scorecarding Q&A Session Vienna

Thursday 11:15 How Are They Doing? Analyze the Performance of Your Suppliers With PeopleSoft #101010 Vienna

Thursday 1:45 Art of the possible with PeopleSoft Supplier and Bidder Onboarding and Management #100960 Vienna

Thursday 3:00 PeopleSoft ERP Product Team Panel Discussion #100900 Florence



Get Connected and Stay Informed Key PeopleSoft Information Sources

@PeopleSoft_Info Oracle PeopleSoft Development Group

Oracle PeopleSoft Page Blogs

Social Media

PeopleSoft Information Portal PeopleSoft YouTube Channel

58 Confidential – Oracle Restricted

MW

click images

https://twitter.com/PeopleSoft_Info

https://www.facebook.com/pages/Oracle-PeopleSoft/220476464680933?ref=ts

http://www.linkedin.com/groups/Oracle-PeopleSoft-Development-4530781?goback=.gan_4530781.gna_4530781

https://blogs.oracle.com/peoplesoft/

http://docs.oracle.com/cd/E52319_01/infoportal/index.html

https://www.youtube.com/user/PSFTOracle


PeopleSoft Training

• Free on demand recorded webinars

•Available on the PeopleSoft Portal

• Learn about delivered features

– Business value

– How to set up and use


Transfer of Information (TOI) recorded webinars

MW

click me http://docs.oracle.com/cd/E52319_01/infoportal/srmscm.html


Fully Execute on Selective Adoption Understand the Roadmap for PeopleSoft

MW

See Oracle Support for more information

click me

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=474612803432325&id=1966243.2&_afrWindowMode=0&_adf.ctrl-state=d4zoqwj2k_45


Proven Solution Market Leadership

Commitment User Community

Power of Oracle Cloud Robust and Complete

Intuitive and Modern Ongoing Innovation

Why PeopleSoft Procurement is the Right Solution for You Success for Your Organization with the Greatest Value at the Lowest Risk



PeopleSoft Procurement Update and Roadmap Reconnect 2017 - #100940

Alexa Masters Product Manager and Evangelist PeopleSoft SRM/Procurement July 19, 2017
