2. PeopleSoft eProcurement Overview and Best Practices: You don’t have to be a Pro to use ePro
Steve Morgan PeopleSoft SRM
Product Management Director

3. 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 decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

4. PeopleSoft eProcurement
Why you don’t have to be a Pro to use ePro
Flexible content management capabilities
Focus on usability and configuration
Fully Integrated to Purchasing, Inventory, Financials
Mobile Access

5. PeopleSoft eProcurement
Why you don’t have to be a Pro to use ePro
Flexible content management capabilities
Focus on usability and configuration
Fully Integrated to Purchasing, Inventory, Financials
Mobile Access

6. PeopleSoft User Experience
2011
2013
2002
2000
1997
1994

7. Why should you care about Usability?
An application is usable when:
the user knows what to do and when to do it
the user feels they are in control
the app can be configured for the user’s needs
Benefits to your business
Increased user productivity
Decreased training and support costs
Increased customer satisfaction

8. Usability and Configuration
Release 9.1 and Before
Role Actions
Simplify steps for a novice user
Enables users to add adhoc approvers before / after submitting a requisition
Allows approvers to place requisitions on hold
Controls whether requesters use Desktop or Purchasing receiving
Control whether multiple comments and ship-to comments are available on the requisition

9. Usability and Configuration
Release Embedded Help
Select information icon available on group boxes, grids, or scroll bars of an application page
Displayed in modal window
Create, edit and deliver your own related content
Release 9.1 Bundle #15 (Feature Pack 2)

10. Usability and Configuration
Release Intuitive eProcurement Requisition
New look and feel
Facets
New Role Actions
Search Preferences

11. Usability and Configuration
Release Configurable Navigation
Hide unnecessary menu options for a role
Rename labels to suit your business
Set the initial page for your user

12. Configurable User Interface
Release Enhanced Role Actions
Use Role actions to control which roles in the system can take specific actions
Role actions are broken down by transaction type
Very flexible way to control flow of requisition by role as well as what the user can see and actions they can take
Several new Role Actions in Release 9.2

13. Release 9.2 - Usability and Configuration Demo

14. PeopleSoft eProcurement
Why you don’t have to be a Pro to use ePro
Flexible content management capabilities
Focus on usability and configuration
Fully Integrated to Purchasing, Inventory, Financials
Mobile Access

15. Multiple Content Management Options
Maximize Coverage and Minimize Costs
Internal Catalogs
Maintain items within PeopleSoft Item Master (useful for Inventory and Contract items)
Express Items (enhanced for Release 9.2)
Loaded through Catalog Management, NOT maintained within PeopleSoft Item Master
Supplier Punchout (Supplier Hosted Catalog )
From eProcurement Requisition, punchout to Supplier website to search and select items. Finalize order within ePro
Transparent Supplier Punchout (new for Release 9.1, FP2)
Within eProcurement Requisition, search external supplier information and return a list of supplier items based on the search term entered. Useful for comparison shopping and consistent user interface
Marketplace Punchout (Hub Catalog)
From ePro, punchout to Marketplace of multiple Supplier content, search and select items. Finalize order within ePro
Transparent Marketplace Punchout (new for Release 9.1, FP2)
Within eProcurement Requisition, search supplier marketplace content and return a list of supplier items based on the search term entered. Useful for comparison shopping, consistent user interface and reducing integration points

16. Content Management
Catalog Management - Streamlined upload of Supplier Catalogs
A new quick load catalog process has been developed which allows for a one step loading of the catalog file straight to Catalog review and Approval if there are no errors.
One step upload from external file to review

17. Content Management
Catalog Management - Streamlined upload of Supplier Catalogs
As the Catalog information is being uploaded into the system, a new upload lifecycle is displayed showing where the catalog is currently at (In Review, in Approval , in Production or Uploaded to Purchasing)
Upload ‘lifecycle’ tracking and drilldown

18. Content Management
Catalog Management - Streamlined upload of Supplier Catalogs
If there are any errors (such as invalid data formats or invalid items etc) the error icon will clearly denote that and allow for drilling down into the error details. Any errors can now be fixed directly online without having to go back to the original file attachment, fix the rows and re-upload making this a much easier process.
Fix errors directly online

19. Content Management Search across internal and external catalogs
Supplier
Internal Catalogs
Favorites
Supplier
Supplier
Third Party
Marketplace
Templates
Supplier
Services
Supplier

20. Content Management Transparent Punchout Punchout
Marketplace Integration
Transparent Punchout
Punchout
Local Catalogs
(Vinimaya)
Vinimaya
vMarketPlace
Supplier Punchouts .

21. Content Management Release 9.1 – Transparent Punchout
View Internal and External Supplier Catalogs all within eProcurement
Release 9.1 Bundle #10 (Feature Pack 2)

22. Punchout and Transparent Punchout Demo

23. PeopleSoft eProcurement
Why you don’t have to be a Pro to use ePro
Flexible content management capabilities
Focus on usability and configuration
Fully Integrated to Purchasing, Inventory, Financials
Mobile Access

24. Integration – Manage Requisitions
360-degree view of the entire Procure to Pay cycle
Track the full business cycle of requests
View entire approval process
View remaining pre-encumbrance balances new in release 9.1
View resulting purchase orders
View material stock requests new in release 9.1
Access online receipts and view receipt history
View PO Acknowledgment and ASN’s new in release 9.1
Copy and cancel requisitions
Issue change requests
Return items to suppliers for credit, exchange, or replacement
Example from Release 9.1

25. Manage Requisitions Demo

26. PeopleSoft eProcurement
Why you don’t have to be a Pro to use ePro
Flexible content management capabilities
Focus on usability and configuration
Fully Integrated to Purchasing, Inventory, Financials
Mobile Access

27. Mobile Access Mobile eProcurement and Approvals
Deliver an intuitive consumer shopping experience
Provide a viable Marketplace strategy

28. Mobile eProcurement and Approvals demo

29. For More Information The PeopleSoft Information Portal
All your PeopleSoft information and training resources in one convenient location. or

30. Learn more about Supplier Contracts and Strategic Sourcing in Release 9.2…
Art of the Possible in PeopleSoft Advanced Procurement Solutions
Wednesday 3:30
Moscone West Room 3024
Alexa Dhillon, Oracle
Kevin DioQuino, Lowe’s
Session CON9035

31. Q&A