© 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.
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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
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Information Portal
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Information (TOIs)
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Enterprise Integration
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Overview & Upgrade
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click icons for more information
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Diagrams
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THANK YOU
© 2010 Oracle Corporation – Proprietary and Confidential