1. Leveraging Features and Functionality in PeopleSoft 9
Leveraging Features and Functionality in PeopleSoft 9.2 to Address Common Supply Chain Management Pain Points
2017PSFT
April Black
Process Specialist
MIPRO Consulting

2. Presenters 21 years PeopleSoft experience
9 years at PeopleSoft Consulting
31 years Supply Chain Management experience
April Black
Process Specialist
(M)
25 years information technology experience
19 years PeopleSoft experience
9 years working at PeopleSoft
Larry Zagata
VP Solution Deliver
(M)

3. Agenda Presentation goals Common Pain Points Options
Procurement User Experience
Demo
How MIPRO can help
Q&A

4. Presentation Goals Goal 1:
Highlight common pain points and business process deficiencies in supply chain that organizations may or may not know that they are experiencing in order to bring notice to these common issues.  Goal 2:
Understand features and functionality in PeopleSoft 9.2 that can effectively address these issues and provide organizations the knowledge of their existence in order to create a path to improvement. 
Take these concepts back to your organization and apply them to promote a better user experience leveraging PeopleSoft.

5. Common Organization Setting
High volume of Procurement and Payables
Centralized Procurement and Payables operations
Years of upgraded or converted PeopleSoft Supplier and Item definitions
Upgraded to PeopleSoft 9.2, but performed a “technical only” upgrade
No new 9.2 features deployed
No new Tools 8.5x features deployed
No review of current Business Processes
Implemented PeopleSoft with base functionality with intentions to add functionality in future phases
Turnover in the organization
Original project team has left the department/organization (Technical and Functional)
User guides were not updated from the original implementation

6. Common Pain Points - Suppliers
Supplier Definitions
Suppliers no longer used
Duplicate definitions
Missing Tax ID, 1099 details
Off-line Tracking Insurance Certificates, W9s, Certifications, etc.

7. Options - Suppliers
Identify Suppliers that have not been used in xx months
Inactive Supplier Process
Query reports using the voucher supplier and remitting supplier
Change the Supplier status to Inactive

8. Options - Suppliers Review remaining Suppliers
Duplicate Supplier Process
Query for missing W9s and TIN

9. Options - Suppliers Review Supplier Documents W9
Insurance Certificates
Certifications

10. Common Pain Points - Items
Items Definitions
No longer ordered or issued
UOM conversion issues
UOM rounding issues
Missing Manufacturer and Manufacturer part numbers
Missing Supplier part numbers
Item Special Pricing
Tiered pricing
Ship To specific
Item Maintenance
Adding new contract items
Maintaining price updates

11. Options - Items Identify item that are not ordered or issued
Query reports using the purchase order and inventory transaction history
Unit of Measure
UOM definitions for Inventory and Suppliers
Round Up vs Natural Round

12. Options - Items Manufacturer and Manufacture part numbers
Supplier part numbers
Define special or restricted items to Ship To

13. Options - Items
Define special item pricing to Ship To and UOM

14. Options - Items
Define special item pricing to Ship To and Contract

15. Options - Items Scalable Item add volume – Item Loader
IT Project to enable the Item Loader Integration Broker
IT Project to deploy the Item Loader Excel upload template
IT Project to deploy the Item Loader Excel price update upload template
Within Healthcare – IT Project to deploy the GPO MFG price Excel price upload template

16. Common Pain Points – Open Purchase Orders Open Purchase Orders
Do not qualify for PO Reconciliation
Not Fully Matched
Close Short
Vouchered without using the PO
Not monitored
Due Dates are not accurate

17. Options – Open Purchase Orders
Identify Open POs past the scheduled due date
Query reports using the purchase order and PO matched shipped records
Review the business process to monitor open orders and maintain accurate due dates
Scalable - If the PO dispatched using an 855, consider using the 856 to automate the PO acknowledgement PO Change order process

18. Common Pain Points – Receipt Accruals
Receipt accruals from receipts 3 months or greater
Review the value of the monthly accrual
Partially matched receipts remain in the monthly accrual
Vouchers are matched without the receipt
Receipts entered after the voucher is matched to the PO (EDI)

19. Options – Receipt Accruals
Identify Unmatched and partially matched, non-inventory receipts
Query reports using the purchase order and receipt records
Review the voucher match rules related to receipts to ensure the match rules require the receipt
Review the receiving business process
Over receiving creates long-running receipt accruals
Receiving PO Schedules that are not open
Review the voucher credit memo processing – Adjustment vouchers check to Adjust Matched Values changes the receipt match status and the receipt is selected in the accrual again until the re-bill invoice is processed

20. Options – Receipt Accruals
Utilize the Receipt Workbench to close receipts. Similar to the Buyer’s Workbench to close POs

21. Options – Receipt Accruals

22. Manage Contract Pricing
Common Pain Points –
Manage Contract Pricing
Rely on Supplier to provide spend history per contract
Managing tiered pricing contracts manually through buyer updates and Change orders
Off-line process to track contract expiration and renewals

23. Options – Manage Contract Pricing
Define Procurement Contracts with year to date spend targets
Defined Procurement Contracts with tiered pricing
Update the workflow approval to skip approval for lines with a Procurement Contract reference
Track Procurement Contract spend per contract and per line
Per contract line
Per contract item category code
Define the Procurement Contract expiration or renewal notification to multiple users, i.e. contract administer and business owner

24. Common Pain Points – Payment Request
Off-line Check Request process
Off-line Check Request approval process
Difficult to ensure the approval is standardized to the Requisition approval workflow
Manual paper process (in some cases)

25. Options – Payment Request
On-line, standard AWE workflow approval process
Mobile workflow approvals – minimize approval delays
Tracked and reportable process
Eliminate the manual voucher entry

26. Procurement User Experience

27. User Experience Dashboards Embeddable pagelets Work Centers Fluid
Navigation Collections
Pivot Grid Tiles
Simplified Analytics
Drilling URL’s

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