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Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 1.

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Presentation on theme: "Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 1."— Presentation transcript:

1 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 12 1

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 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 3 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. Safe Harbor Statement

4 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 4 PeopleSoft eProcurement Why you don’t have to be a Pro to use ePro Focus on usability and configuration Flexible content management capabilities Mobile Access Fully Integrated to Purchasing, Inventory, Financials

5 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 5 PeopleSoft eProcurement Why you don’t have to be a Pro to use ePro Focus on usability and configuration Flexible content management capabilities Mobile Access Fully Integrated to Purchasing, Inventory, Financials

6 Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide PeopleSoft User Experience

7 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 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 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 8 Usability and Configuration  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 Release 9.1 and Before

9 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 9 Usability and Configuration  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) Release Embedded Help

10 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 10 Usability and Configuration Release Intuitive eProcurement Requisition  New look and feel  Facets  New Role Actions  Search Preferences

11 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal 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 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal Configurable User Interface  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 Release Enhanced Role Actions

13 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal Release Usability and Configuration Demo

14 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal PeopleSoft eProcurement Why you don’t have to be a Pro to use ePro Focus on usability and configuration Flexible content management capabilities Mobile Access Fully Integrated to Purchasing, Inventory, Financials

15 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal Multiple Content Management Options 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 Maximize Coverage and Minimize Costs

16 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal One step upload from external file to review Content Management Catalog Management - Streamlined upload of Supplier Catalogs

17 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal Upload ‘lifecycle’ tracking and drilldown Content Management Catalog Management - Streamlined upload of Supplier Catalogs

18 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal Fix errors directly online Content Management Catalog Management - Streamlined upload of Supplier Catalogs

19 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal Content Management Search across internal and external catalogs Internal Catalogs Favorites Templates Services Supplier Third Party Marketplace Supplier

20 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal Content Management. Vinimaya vMarketPlace Supplier Punchouts Local Catalogs (Vinimaya) Punchout Transparent Punchout Marketplace Integration

21 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal Content Management  View Internal and External Supplier Catalogs all within eProcurement Release 9.1 Bundle #10 (Feature Pack 2) Release 9.1 – Transparent Punchout

22 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal Punchout and Transparent Punchout Demo

23 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal PeopleSoft eProcurement Why you don’t have to be a Pro to use ePro Focus on usability and configuration Flexible content management capabilities Mobile Access Fully Integrated to Purchasing, Inventory, Financials

24 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal  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 360-degree view of the entire Procure to Pay cycle Integration – Manage Requisitions Example from Release 9.1

25 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal Manage Requisitions Demo

26 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal PeopleSoft eProcurement Why you don’t have to be a Pro to use ePro Focus on usability and configuration Flexible content management capabilities Mobile Access Fully Integrated to Purchasing, Inventory, Financials

27 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal Mobile Access Mobile eProcurement and Approvals Deliver an intuitive consumer shopping experience Provide a viable Marketplace strategy

28 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal Mobile eProcurement and Approvals demo

29 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 29 For More Information  The PeopleSoft Information Portal – All your PeopleSoft information and training resources in one convenient location. or

30 Copyright © 2013, Oracle and/or its affiliates. All rights reserved. 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 31 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Q&A

32 32 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8


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