Catalog Management & Item Loading Presented by: Barry Estes - Director of Procurement and Contracts Michael Johnson – Sr. Finance Specialist.

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Presentation transcript:

Catalog Management & Item Loading Presented by: Barry Estes - Director of Procurement and Contracts Michael Johnson – Sr. Finance Specialist

Agenda Introduction Our Situation Challenges What We Did To Make It Work For Us Summary & Questions

Sentry at a Glance

SRM/Finance Modules in Production Purchasing eProcurement Strategic Sourcing Catalog Management Inventory Supplier Contracts Accounts Payable Asset Management Expenses eVoucher (Custom Module) General Ledger Versions: PeopleSoft 8.9, and PeopleTools Database: SQL Enterprise 2005, 64 Bit Operating System: Windows 2003 Enterprise 64 Bit

Our Situation Short implementation timeline Conversion was limited PeopleSoft Assets implemented

Our Situation Non-Catalog items Single, master map source No vendor interfaces

Challenges Normalization of the existing data Description formats

How We Made It Work Standardized the naming conventions Developed a custom interface

Our Interface Solution Tab delimited text file Tables –Item Master, Purchasing Item Attributes, & Vendor Item Two processes, Create & Update Uses PeopleCode

Summary & Questions