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PeopleSoft FSCM 9.2 Reduce Indirect Spend and Procure to Pay Costs with PeopleSoft FSCM 9.2.

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Presentation on theme: "PeopleSoft FSCM 9.2 Reduce Indirect Spend and Procure to Pay Costs with PeopleSoft FSCM 9.2."— Presentation transcript:

1 PeopleSoft FSCM 9.2 Reduce Indirect Spend and Procure to Pay Costs with PeopleSoft FSCM 9.2

2 eProcurement Web like Shopping experience Mobile Interface Role based Actions Purchasing Split PO based on ‘Ship to locations’ Procurement Groups Payables WorkCenters and Dashboard Inventory Supply and Demand Dashboard Supplier Administration Online supplier Onboarding Registration Dashboard Supplier hierarchy Financial Audit trail 9.2 High Impact Features…. Simplified User experience Increased portability Streamlined Procurement processes More power to operational users Increased Buyer productivity Improved supply base management Access to operational metrics. Ability to make Smarter Decisions.

3 Checkout to Save and Submit the requisition Value Simple consumer-like shopping experience Online shopping interface ensures rapid deployment and adoption. Easy menu navigation Saves time and increases productivity Home

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5 Allows users to view recently ordered items, search for catalog items (via SES), add items to shopping cart and create requisition on the go from a mobile device Value:- Delivers High Degree of Portability for Access Anytime and Anywhere Easier for IT teams to deploy and administer a low cost solution for their end users Supports the full expense lifecycle for employees and managers Home

6 Role actions are pre-grouped into role action categories. Role action categories are pre-associated with transactions. Requisition related role actions have been categorized into 6 functional categories. Unlike earlier where roles were assigned to an action, in this release we assign actions to a role. For each role action, the administrator is able to select, via a dropdown list how the action appears to the user. Value New role actions facilitate the accessibility to specific functionality within create requisition functionality. Home

7 This page lists out all the predefined role actions delivered, as well as their default action controls. You cannot modify the data. Use Roles Assigned page to manage role actions and role action categories for each role that is associated with each transaction. Home

8 It leverages the existing Auto numbering page to define a three-digit alphanumeric starting sequence for defining IDs assigned to purchase orders, requisitions, receipts, returns to supplier, procurement and supplier contracts, and master contract transactions. Value:- Flexibility to assign unique starting sequences for different types of transactions to improve tracking and reporting. Home

9 The PO Calculations process will separate out POs by unique Ship To Location if the related Supplier / Business Unit setting indicates to do so Value: Option to automatically Split POs based on the purchase order schedule’s ShipTo location. This allows flexibility for suppliers who are unable to process purchase orders that are to be delivered to multiple scheduled ShipTo locations Home

10 Creating Online PO’s- PO will be restricted to 1 Ship to Location by default or it can be overridden to retain multiple Ship to Locations Home

11 Sourcing Workbench:- Sourcing programs create separate purchase orders for each unique Ship To location Requisition with 2 lines having different Ship to Locations Home

12 Create a procurement group ID for each asset, or item grouping, that you want to create. Home

13 Value:- Configurable by organization and by function to support a wide range of requirements. Centralized access to relevant data Increased user productivity One stop shop for all user tasks Power to Operational Users My Works Links accessed on a daily basis, alerts and exceptions Links Links to pages or other areas of interest to the user role Queries Links to Query Manager, public and private queries and pivot grids Reports Links to reports, processes, and the Reporting Console Home

14 Pagelets for the WorkCenter Configuring Pagelet content for each WorkCenter Home

15 Edit Configuration of the WorkCenters Home

16 Value:- Access to operational metrics Interactive analytical grids for Data Analysis capability Real time slice/dice of financial data Home

17 Edit Configuration of the dashboards. Select the pagelets to appear on the Dashboard. Home

18 A 5-step process, to design how the page is displayed to the user. Pivot Grids can be added as pagelets (on a user’s Home page) and to the Queries tab in a WorkCenter. Home

19 Click on ‘No’ Click on Chart/Search Links->Manage Chart Search. Enter a template ID Configure the analytics Save the Template Go to Supply/Demand dashboard User Config Select the template saved above. Save Home

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21 Define Profile Questions Define Terms and Conditions Home

22 Registration Templates for BIDDER, SUPPLIER and USER. Home

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24 Existing suppliers access self-registration pages to add a new user account through the supplier portal. New bidders and new suppliers can access online registration through a URL provided in an email invitation. Internal users can access online registration pages through the employee portal. Home

25 3 delivered Pivot Grids- Registration by Product Categories Registration by Status Registration by Classification Home

26 Value Highly configurable hierarchy nodes allow rollup displays based on organizational needs. Rollup of Supplier Exposure Information driven business decisions Related Actions can be taken from within the same page Related Actions Home

27 Value Provides transparency to open balances for corporate and subsidiary customers Visibility into total receivables for the customer Information driven business decisions Related Actions can be taken from within the same page Related Actions Home

28 Specify the fields that are critical to your supplier change tracking Value:- Increase accountability Tracking of control data changes Real time access to Audit Results Enable audit tracking for the Supplier. Specify the Template Id A complete audit history of who made changes to the supplier master and when those changes were made Home

29 Value:- Supplier name changes are an ongoing challenge with the supplier maintenance The tracking history shows the name for the supplier as of the effective date of the tracked change Home

30 Specify the fields that are critical to your supplier change tracking Value:- Increase accountability Tracking of control data changes Real time access to Audit Results Enable audit tracking for the Supplier. Specify the Template Id A complete audit history of who made changes to the supplier master and when those changes were made Home

31 Value:- Supplier name changes are an ongoing challenge with the supplier maintenance The tracking history shows the name for the supplier as of the effective date of the tracked change Home

32 Inventory

33 Configure the search criteria based on the SetID with which the Change list is defined. The user can specify a field and associated value to be modifiable or read only. Change values on multiple fields for a group of items within a SetId and/or across business units Users are able to use the item change templates to specify the new item attribute values to be used in the change activity, the selection criteria to be used to select the items or item groups for the change, and initiate the change process in just a few steps.

34 Run Item Change Process to implement the changes

35 Strategic Sourcing

36 Filter Criteria for Event Workbench filters out all events with a status of Awarded, Not Awarded, or Canceled. Configurable Bidder Search Criteria Added organizational information to the search criteria.

37 Value: It gives buyers the advantage of leveraging existing bidders in the system without manually keying in the new supplier; and the system also automatically tracks that the bidder is now a supplier in the system.

38 Thank You


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