Department of Procurement and Contracts Staff Training

1
Department of Procurement and ContractsStaff
Training

• Procure to Pay Process A Fresh Perspective

2
Introduction

• This training session is to provide the staff
  with a fresh perspective on the Procure to Pay
  process
• The goal of this training is NOT to train staff
  with data entry or transactional details, but
  provide them with an overall understanding of the
  Procure to Pay process

3
Overview

• The training session will be divided into two
  sections
• Section 1 9-1045 AM Anoop Kumar
• Break 1045 AM 1100 AM
• Section 2 - 1100 AM 1200 Noon- Ken Harris

4
Overview

• What you will get out of this training..
• Be able to identify the different components of
  the procure to pay process
• Significance of each component in the procure to
  pay process and the role it will play in reducing
  costs
• Provide CPS context to each of the components
• Be aware of the opportunities that exist in the
  procure to pay process to potentially reduce
  costs

5
Overview

• What you will get out of this training..
• Be aware of the technology solutions that are in
  the market place to support the procure to pay
  process
• Applications on the procurement web site to help
  the procurement components of the procure to pay
  process

6
Overview

• What you will NOT get from this training
• Application training of Oracle Purchasing and
  Payables to accomplish the procure to pay process
• Individual business rules, data sets, data entry
  details

7
Topics

• Section 1
• Overview of the procure to pay process
• Procure to Pay process modules
• Oracles on-line seminar on business benefits of
  an effective Procure to Pay process
• Follow-up Oracle presentation on Procure to Pay
  process
• Business Intelligence

8
Topics

• Section 1..
• Procurement applications on the web
• Overview of menu items in Oracle Purchasing

9
Topics

• Section 2
• Invoicing Processes
• Invoicing Controls
• Payments to Suppliers
• I-Supplier Portal
• Best Practices
• CPS context to invoicing and payment processes

10
Procure to Pay Process Modules

• Components

11
Summary

• List of topics covered
• Procure to Pay processes and how it can save
  money for an organization
• Procure to Pay transactional process _at_CPS
• Procure to Pay process components
• Purchasing Menu Items
• Applications on the procurement web site
• Business Intelligence
• Invoicing Processes
• Payment Processes

12
Summary

• This training will have an impact on a daily
  basis on all of your business activities
• Enables you to answer queries with a complete
  procure to pay process perspective
• Provides you with an overview, so that you can
  look for opportunities to save costs anywhere in
  the entire process
• Provides you with opportunities to identify cost
  savings opportunities in the earlier part of the
  procurement cycle

13
Summary

• Please feel free to provide any feedback on this
  training session.
• Please highlight things you liked, did not like
  or want changed, any new material that can add
  value
• My e-mail address akumar_at_cps.k12.il.us

14
More information

• Documents from todays session are on the web
  site in the news section - http//www.csc.cps.k12.
  il.us/purchasing/
• Reports section of the Internal web site -
  http//dpc.cps.k12.il.us/index.php
• Go to Forms and Reports
• Solicitation section of the external web site
• http//www.csc.cps.k12.il.us/purchasing/bid_openi
  ngs.html http//www.csc.cps.k12.il.us/purchasing
  /bid_openings.html
• Procure to Pay business benefits demonstrations
  on the Oracle web site Http//www.oracle.com