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 9.2Reduce Indirect Spend and Procure to Pay Costs with PeopleSoft FSCM 9.2
2 9.2 High Impact Features…. eProcurement Purchasing Payables Inventory Web like Shopping experienceMobile InterfaceRole based ActionsPurchasingSplit PO based on ‘Ship to locations’Procurement GroupsPayablesWorkCenters and DashboardInventorySupply and Demand DashboardSupplier AdministrationOnline supplier OnboardingRegistration DashboardSupplier hierarchyFinancial Audit trailSimplified User experienceIncreased portabilityStreamlined Procurement processesMore power to operational usersIncreased Buyer productivityImproved supply base managementAccess to operational metrics. Ability to make Smarter Decisions.
3 Checkout to Save and Submit the requisition Simplified User Experience-eProcurementCheckout to Save and Submit the requisitionValueSimple consumer-like shopping experienceOnline shopping interface ensures rapid deployment and adoption.Easy menu navigationSaves time and increases productivityHome
5 eProcurement Mobile Features Value:-Delivers High Degree of Portability for Access Anytime and AnywhereEasier for IT teams to deploy and administer a low cost solution for their end usersSupports the full expense lifecycle for employees and managersAllows 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 deviceHome
6 Role Action Categorization ValueNew role actions facilitate the accessibility to specific functionality within create requisition functionality.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.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.Home
7 Role Action Categorization Use Roles Assigned page to manage role actions and role action categories for each role that is associated with each transaction.This page lists out all the predefined role actions delivered, as well as their default action controls. You cannot modify the data.Home
8 Purchasing- Auto Numbering Options Setup 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 Purchasing-Split Purchase Orders by ShipTo The PO Calculations process will separate out POs by unique Ship To Location if the related Supplier / Business Unit setting indicates to do soValue: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 locationsHome
10 Purchasing-Split Purchase Orders by ShipTo HomeCreating 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
11 Purchasing-Split Purchase Orders by ShipTo HomeRequisition with 2 lines having different Ship to LocationsSourcing Workbench:- Sourcing programs create separate purchase orders for each unique Ship To location
12 Purchasing-Procurement Groups Create a procurement group ID for each asset, or item grouping, that you want to create.Home
13 AP WorkCenter Home My Works Queries Links accessed on a daily basis, alerts and exceptionsQueriesLinks to Query Manager, public and private queries and pivot gridsLinksLinks to pages or other areas of interest to the user roleReportsLinks to reports, processes,and the Reporting ConsoleValue:-Configurable by organization and by function to support a wide range of requirements.Centralized access to relevant dataIncreased user productivityOne stop shop for all user tasksPower to Operational UsersHome
14 Home Pagelets for the WorkCenter Configuring Pagelet content for each WorkCenter
16 AP Dashboard Home Value:- Access to operational metrics Interactive analytical grids for Data Analysis capabilityReal time slice/dice of financial dataHome
17 HomeEdit Configuration of the dashboards. Select the pagelets to appear on the Dashboard.
18 A 5-step process, to design how the page is displayed to the user 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 Supply and Demand Dashboard configuration Click on ‘No’Click on Chart/Search Links->Manage Chart Search.Enter a template IDConfigure the analyticsSave the TemplateGo to Supply/Demand dashboard User ConfigSelect the template saved above.SaveHome
24 Online Supplier Onboarding- Registration 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 invitation. Internal users can access online registration pages through the employee portal.Home
25 Registration Dashboard 3 delivered Pivot Grids-Registration by Product CategoriesRegistration by StatusRegistration by ClassificationHome
26 Supplier Hierarchy Home Value Highly configurable hierarchy nodes allow rollup displays based on organizational needs.Rollup of Supplier ExposureInformation driven business decisionsRelated Actions can be taken from within the same pageRelated ActionsHome
27 Customer Hierarchy Home Value Provides transparency to open balances for corporate and subsidiary customersVisibility into total receivables for the customerInformation driven business decisionsRelated Actions can be taken from within the same pageHomeRelated Actions
28 Financial Audit trail for Suppliers A complete audit history of who made changes to the supplier master and when those changes were madeValue:-Increase accountabilityTracking of control data changesReal time access to Audit ResultsSpecify the fields that are critical to your supplier change trackingEnable audit tracking for the Supplier. Specify the Template IdHome
29 Financial Audit trail for Suppliers Value:-Supplier name changes are an ongoing challenge with the supplier maintenanceThe tracking history shows the name for the supplier as of the effective date of the tracked changeHome
30 Financial Audit trail for Suppliers A complete audit history of who made changes to the supplier master and when those changes were madeValue:-Increase accountabilityTracking of control data changesReal time access to Audit ResultsSpecify the fields that are critical to your supplier change trackingEnable audit tracking for the Supplier. Specify the Template IdHome
31 Financial Audit trail for Suppliers Value:-Supplier name changes are an ongoing challenge with the supplier maintenanceThe tracking history shows the name for the supplier as of the effective date of the tracked changeHome
33 Inventory 9.2- Item Change Templates 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.Change values on multiplefields for a group of itemswithin a SetId and/or acrossbusiness unitsConfigure the search criteria based on the SetID with which the Change list is defined. The user can specify a field andassociated value to be modifiable or read only.
34 Inventory 9.2- Item Change Templates Run Item Change Process to implement the changes
36 Strategic Sourcing Enhancements Configurable Bidder Search Criteria Added organizational information to the search criteria.Filter Criteria for Event Workbench filters out all events with a status of Awarded, Not Awarded, or Canceled.
37 Strategic Sourcing – Bidder to Supplier Conversion 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.