© 2009 Oracle Corporation – Proprietary and Confidential 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. <Insert Picture Here> PeopleSoft SCM and SRM What's New in Release 9.1 and How to Prepare for It Char Jorgenson, Director SCM/SRM Product Strategy Alexa Dhillon, Senior Principal SRM Product Strategy AGENDA • Common ERP Functions • Supplier Relationship Management Enhancements • Q&A • Additional Resources © 2010 Oracle Corporation – Proprietary and Confidential Common ERP Functions © 2010 Oracle Corporation – Proprietary and Confidential What’s New & How to Prepare for It Common ERP Functions Capability Extend Approval Framework (AWE) across FSCM In PSFT Planning • Learn rules setup in PIA • Cutoff from current engine New Capability • Decide on CFs • Decide access values by roles, userID or permission list by functional area (AP payments, Matching excluded) ChartField Security (majority of entry/inquiry view where acctg data is displayed) Excluded setup data Business Change • Review viability of rules • Consider consolidation Policy Change • Review existing rules vs. org policy • Review internal and external policy reqts ChartField Security What Is It and It’s Value • ChartField Security controls data entry and inquiry access based on Chartfields • Enable ChartField Security for all products or selectively by product. • Enable for products where data entry security is critical but allow open access to other features. • Disable for products where access is already limited to a few authorized endusers. • Allow or disallow access to transactions and ledger information when rules conflict. • Supports Super User access to minimize setup for some individuals or roles. ChartField Security Implementation Recommendations • Analyze your organizational policy regarding data access. • Determine the best level for implementing ChartField Security • End-user level – granular level but high maintenance • Role – addresses larger groups of employees and lower maintenance • Permission List – addresses groups of employees with same permission list providing lower maintenance. • Identify exceptions • Perform set up, create rules, assign rules and build rules prior to enabling security. • Determine the appropriate person to serve as administrator for setup and on-going maintenance of security rules. • CF Security can be a substitute for KK Security. ChartField Security What the End-User Will See When Access is Prevented What’s New & How to Prepare For It Common ERP Functions Capability In PSFT Planning Business Change Messaging and Alerts Framework • Review Query and modify set-up to meet your needs (i.e.: notification emails, threshold amounts) • Will you use or not? • Will you schedule regular runs via Process Scheduler • Do you have your own you wish to implement? • Proactive notifications of potential problems CVV on Credit Card Transactions • New Credit Card Set-up Page • Affects OM, BI and AR • Will you use it or not? • Be aware of PCICompliance rules around storage • May move to more frequent authorization runs or do it online more often. Policy Change Not Applicable Messaging and Alerts Framework PS Query EWN Email Worklist XML Messaging and Alert Framework Choose from sample alerts. Message Dashboard Business Users, IT, Management, etc. Benefits: • Delivered and Custom Alerts Build custom alerts. • Easy to set-up or customize • Flexible scheduling • Summary or Detail Level • Consolidated Notifications Send alert to a user or role. • Grouping of Alerts • Role, User ID or email support • URL Support Messaging and Alerts Framework SCM and SRM 9.1 provides the following alerts: • Inventory • Failures in the putaway process • Transfer orders not received • Failure points in bar code tables (errors and unprocessed) • Purchasing and eProcurement • Change request from Requisition has been accepted or denied • Inventory Manager notified of material awaiting return to Vendor • Cost Management • Notify users of pending costing transactions from INV and MFG • Notify users of accounting lines not posted to GL • Notify users of account line errors • Order Management • RMA‟s over “X” amount in need of Approval • Unshipped orders past their scheduled shipment date • EDI orders “stuck” in the EDI queue • Manufacturing • Failure points in bar code tables • Material and labor overages during the mfg‟ing process • Late production orders • Planning • Notify users of post update Exceptions • Notify users of low level code loops • Notify users of demand violations CVV on Credit Card Pages New Credit Card Set-Up Page • Supplier Relationship Management Enhancements © 2010 Oracle Corporation – Proprietary and Confidential PeopleSoft Supplier Relationship Management Getting Ready for the 9.1 Upgrade • • • • • • • Approval Framework eProcurement Change Requests Adding Direct Connect Items to eProcurement Favorites Procurement and Supplier Contracts PO Dispatch Attention To Close Short Requisitioning Source & Contract Review / Approve Create & Route PO Receive & Reconcile Pay Supplier Approval Framework General Flow Transactions (What) Configurations (When) Approval Process Definition (How) User Lists (Who) Approval Framework Create sophisticated workflow rules for approval or notification eProcurement, Expenses, sPro, Supplier Contracts, Strategic Sourcing, Others Purchase Order Release 9.1 Purchasing Requisition Release 9.1 Services Procurement Release 9.1 Address Today’s Business Needs Through Flexible Approvals, Rules, Routings • • • • • • • • • • • Preview Approvals Parallel Approvals Dynamic or Static approval paths Line level approval and re-approval User friendly approval routing display Justification and approver comments View Printable Version Approve, pushback, deny, hold Adhoc approvers and reviewers Confirmations and notifications Reminders, escalations, and delegations • Edit without Re-approval • Email approvals • Approval history Approval Process Definition • Definition Criteria • Steps, Paths, and Stages • Static / Dynamic Paths • Preview Approval Framework for PO and Req Upgrade Considerations • Is your current business process and for approvals sufficient, or is it time to change? • Do you approve POs if they have already gone through Req or contract Approval? Do you re-approve change orders? • What, when changed, requires re-approval? • Who are your approvers? Dynamic or static? • Do you want to add reviewers to the Approval Process? • Take advantage of line level approval? • What are your approvals based on? Amount, category, etc • What kind of notifications? • How do people approve? Email or worklist? Mass approval? • What kind of „change reasons‟ would you use? • When to implement – at Go Live, or at a later date? eProcurement Change Request Enhancements 1. Change Tracking 2. Configurable options for triggering Re-Approval 3. Requisition to PO Change Order Enhancement 4. Change Reason Value Improve Visibility Reduce Cycle Time Enforce Change Policy eProcurement Change Tracking What Is It • Audit Trail of Changes on eProcurement Requisition Value • Track and Inquire on Changes – Who, When, What, and Why Considerations • Which fields do you want to track? • Requisition Header, Line, and Schedule • Special Requests not supported eProcurement Re-Approval Template • Gives business units control over what, when changed, will require re-approval Considerations • Which Fields would you select? • Requisition Header, Line, Schedule, Distribution eProcurement Change Request Enhancement • Carry Requisition Changes forward from eProcurement to PO • Change Requests Routed through Approval Framework • Usability Improvements – Requesters use same interface for managing requisition regardless of whether Req has been sourced to PO • Requisition values are in sync with PO • Buyer has full control of whether Change Request are applied to PO • ePro change request options: • After PO Sourcing and before PO Dispatch • After PO Dispatch Requesters can review … • requests for changes • request status • request change process errors … from Manage Requisitions eProcurement Change Request Enhancement Considerations • If using Change Request today, some retraining required for Requesters and Buyers • If not using Change Request today, consider relooking at this business process • Which fields do you want to allow for Change Request? • Understand the rules • Increasing or decreasing quantity • If multiple PO‟s tied to one Requisition, updates apply to all (except for quantity changes) • Cancellations eProcurement Change Template Select which fields: • To Track • Require Re-approval when Changed • When Changed, will update associated PO eProcurement Saving Direct Connect Items to Favorites • Option to NOT save Direct Connect Items to Favorites • Add Direct Connect Attributes when Item is added to Favorites or Template • Add DC indicator on Favorites • Perform pricing and availability checks on the supplier‟s website for suppliers using xCBL standard Procurement and Supplier Contracts Integrated Contract Lifecycle Management Contract (trans) or PO Monitor, Amend & Renew • • • • Change Tracking and Versioning Streamline Contract Entry Expanded Notifications High Performance Search • • • • • Meta Data Attributes Supplier Paper Auto Amendment Creation XMLP Reports Cycle Time Tracking Order • Supplier Side Document Collaboration and SLA Review / Update Contract Document • Wizard and Library Improvements • User Defined Fields • Word Table Widgets • Header / Footer Bind Values • Digital Signature for Internal and External Users Approve Source Transaction • Improved Contract Defaulting Controls • Contract Authoring Integration with Purchase Order Execute Contract Procurement Contracts Change Tracking What Is It • Track Changes to Contract Transaction Value • Entire Audit Trail of changes for Reporting and Compliance • • • • Who What When And also Why Procurement Contracts Change Tracking Track the Following Field Changes • • • • • • • • • • • • CNTRCT_HDR: Contract Header CNTRCT_LINE: Contract Line CNTRCT_DEFAULTS: Contract Release Defaults CNTRCT_DFLT_DIS: Contract Release Distribution Defaults CNTRCT_LINE_UOM: Contract Line Pricing / Vendor Loc / UOM CNTRCT_CATEGORY: Contract Categories CNTRCT_CAT_EXC: Contract Category Exceptions CNTRCT_ADJ_SET CNTRCT_ADJ_RULE CNTRCT_ADJ_DTL CNTRCT_DSTAP_VW: Recurring Vouchers Line Distribution CNTRCT_DSTPO_VW: Purchase Order and Single PO Line Distribution • CS_CNT_AG_VW: Service Level Agreements (SCMT only) Procurement Contracts Change Tracking and Reason Codes • Different Change Templates per Contract Process Option? • Reason Codes • Optional or Required? • Comments Required? Procurement Contracts Version Control What Is It? • Support for multiple Contract Transaction Versions (Current, Draft, History) Value • Work on Draft version of contract while current version is active and being transacted against • Audit Trail • Cancel Line Considerations • • • • Do you want to use this? Who should have authority to create new Version? Understand implications on Transactions Released Amounts and Quantities Stored on Separate Table Procurement Contracts High Performance Search What is it? • Up front Advanced Search for Large Volume Contracts Value • Easily manage large volume contracts by loading only those contract lines that need to be reviewed / updated into the buffer Considerations • Installation Option Max Scroll Number for Contracts Procurement Contracts Contracts by Category What Is It? • Allow Contract Reference by Category Value • No Need to set up each item on contract Considerations • Do you want to use this feature? • Understand the Default Hierarchy!!! Procurement Contracts Processing Enhancements • Contract Release pages moved to separate Component • Business Unit Level Options • Automatically Default Contract onto Requisition • Automatically Default Contract onto Manually Created PO • Procurement Contract Option • „Auto Default‟ • Requisition – Budget Check and Approve using Contract Pricing Supplier Contract Management Streamline and Automate Electronic Collaboration and Digital Signature Approvals New for Release 9.1 • Supplier collaboration for authored contracts using Microsoft® Word • Simplified digital signatures using a Adobe® • Notifications and the ability to update service level agreement deliverables • Notifications and the ability to review service level agreement metrics, such as on-time delivery of purchases that are under contract. Supplier Contracts External Collaboration Supplier Side – Make Revisions (if enabled) Supplier Redlines Supplier Contracts Digital Signatures Sign with Digital Signature (See Adobe® Partners for PDF) Supplier Contracts Supply Side Service Level Agreements Supplier Side – Review On-Time Delivery Example XML Publisher for PO Dispatch Reduce costly and time intensive customizations • Avoid costly and time intensive customizations to the Page Layout • Easy for customers to create and use different Templates based on business need • One Application Engine Process for Purchasing and eProcurement • Buyer‟s Signature and Page Numbering PO Dispatch Templates Purchase Order Send to Supplier: • Email • Printer • Fax For Dispatching POs, You May Continue Using Current SQR, adopt XML Publisher, or Both PO Dispatch New Options for Dispatching with XML Publisher • Select Your PO Dispatch Template! • Default Defined at BU • Override on PO and PO Dispatch Run Control eProcurement Online Dispatcher • All Dispatch Methods • Date Range • All Suppliers Attention To Identify and Track Through Requisition Lifecycle Identify Final Recipient Requisition Purchase Order Route back to or Notify Final Recipient Receipt Close Short Workbench Easily Close Outstanding Purchase Orders • At Receipt, Receipt Push calls Close Short •If Partial Quantity Received, PO Sched Quantity = Receipt Quantity, •PO line cancelled if no receiving activity for line but other lines on PO have been received • Close Short Workbench – Review outstanding POs and determine if any should be Closed Short Decide Whether PO Should be Closed Short at … • PO • Receipt • Close Short Workbench Identify PO‟s to Close Short and Adjust „Close Under Quantity % PeopleSoft SCM and SRM Release 9.1 Summary Common Functions • • • • Approval Framework ChartField Security Messaging and Alerts Framework CVV on Credit Card Transactions Supplier Relationship Management • • • • • • • Approval Framework eProcurement Change Requests Adding Direct Connect Items to eProcurement Favorites Procurement and Supplier Contracts PO Dispatch Attention To Close Short Additional Resources Where can I get more information? Learn More PeopleSoft Information Development Resources Hosted & Mobile PeopleBooks Information Portal Follow us on Transfer of Information (TOIs) Doc Home Pages and Enterprise Integration Point Maps PeopleSoft_Info Cumulative Feature Overview & Upgrade Resource Report Tools click icons for more information Business Process Maps & Entity Relationship Diagrams © 2010 Oracle Corporation – Proprietary and Confidential THANK YOU © 2010 Oracle Corporation – Proprietary and Confidential
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