Presented by: Gail G' Goodwin, CPIM

1
Presented by Gail G. Goodwin, CPIM
Principal Solution Consultant
2
(No Transcript)
3
(No Transcript)
4
(No Transcript)
5
(No Transcript)
6
(No Transcript)
7
(No Transcript)
8
(No Transcript)
9
(No Transcript)
10
(No Transcript)
11
(No Transcript)
12
(No Transcript)
13
(No Transcript)
14
(No Transcript)
15
(No Transcript)
16
(No Transcript)
17
(No Transcript)
18
(No Transcript)
19
(No Transcript)
20
(No Transcript)
21
(No Transcript)
22
(No Transcript)
23
(No Transcript)
24
(No Transcript)
25
(No Transcript)
26
(No Transcript)
27
(No Transcript)
28
(No Transcript)
29
(No Transcript)
30
(No Transcript)
31
(No Transcript)
32
(No Transcript)
33
(No Transcript)
34
(No Transcript)
35
(No Transcript)
36
(No Transcript)
37
(No Transcript)
38
Summary of Supply Chain Management Version 9.0
Enhancements
39
Supply Chain Management
CONFIDENTIAL All capabilities and dates are for
planning purposes only and may not be used in any
contract
40
Supplier Relationship Management

• Buyer Dashboard Enhancements
• New Pagelets Total PO Spend Total Supplier
  Spend Supplier Performance
• Reopen Specific Reqs POs
• Amount Only Requisitions
• Groups for ePro Requisition Favorites
• Purging and Archiving
• Subcontracting Enhancements

41
Purchasing 9.0 Enhancements

• Re-open and Adjustment of Closed Purchase Orders
  and Requisitions
• Amount Only Requisitions
• More SRM Dashboard Enhancements
• Purging and Archiving
• Subcontracting Enhancements

42
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

43
Re-open Closed POs and Requisitions
Specify Transactions to Re-Open
44
Purchasing 9.0 Enhancements

• Re-open and Adjustment of Closed Purchase Orders
  and Requisitions
• Amount Only Requisitions
• More SRM Dashboard Enhancements
• Purging and Archiving
• Subcontracting Enhancements

45
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

46
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

47
Purchasing 9.0 Enhancements

• Re-open and Adjustment of Closed Purchase Orders
  and Requisitions
• Amount Only Requisitions
• More SRM Dashboard Enhancements
• Purging and Archiving
• Subcontracting Enhancements

48
SRM Dashboard Enhancements

• Expanded KPIs for buyers and managers
• Buyers perspective includes metrics for which
  he/she is assigned buyer
• Managers 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

49
SRM Dashboard Bar Graphs

• Total Schedule Spend by Period
• PO Spend by PO Date
• Contract Spend by Period
• (and Non-Contract Spend)

• Mouse over bar displays total amount, total of
  Schedules or POs
• Drill down to spend by business unit (Buyers
  view), spend by Buyer (Managers view)
• Drill into POs based on selection criteria
• View contract spend and non contract spend

50
Total Schedule Spend by Period

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

Amount 4940.13 for period 5/06, Total schedule
lines 4
51
Schedule Spend by Period
Total Spend by BU
Filter and View Schedules
Drill into PO
52
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

53
Spend by Category
Category Spend by Vendor
54
Supplier Analytics

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

55
On-Time Performance
56
Purchasing 9.0 Enhancements

• Re-open and Adjustment of Closed Purchase Orders
  and Requisitions
• Amount Only Requisitions
• More SRM Dashboard Enhancements
• Purging and Archiving
• Subcontracting Enhancements

57
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

58
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

59
Thank You