1. PROCUREMENT CONTRACTS IN PEOPLESOFT 9.2 – CREATION & BENEFITS
Dan Rotermund
July 17, 2018

2. PRESENTER INTRODUCTIONS
McKenzie Reeves
Roush Enterprises
Purchasing & Logistics Manager
Dan Rotermund
ERP Systems Lead Analyst – Supply Chain

3. WHO WE ARE ROUSH 3500+ Employees 4 Countries 7 States 3,000,000 sqft
49 Facilities
SOURCING
29,700+ Purchase Orders
78,500+ Line Items
15,800+ Requisitions

4. CURRENT PEOPLESOFT LEVEL
Roush self-implemented PeopleSoft 7.5 at the end of 1999, in preparation for Y2K.
We are currently on PeopleSoft 9.2, PUM 23 and Tools 8.56
Using Selective Adoption, we have installed desired features thru Image 26

5. CURRENT PRODUCTS INSTALLED
We have 25 PeopleSoft products installed, supported by the Roush internal ERP group comprised of Programmers and Analysts and supported by User SME’s in each module.

6. WHY PROCUREMENT CONTRACTS?
Locks in vendor pricing for defined items for a set time span, helps to eliminate match exceptions, and aids in preventing price creep
Can provide automatic notifications to buyers & requesters in regards to thresholds pertaining to contract amount & balance and expiration timing
Keeps the procurement management to a single PO for ease of communication with supplier as well as actions within accounts payable
Provides for easy contract change tracking and version control
Ability to define regular releases of a set quantity at specific times during the life of the contract

7. TYPES OF PROCUREMENT CONTRACTS
PeopleSoft offers numerous styles of procurement contracts to meet the various needs in the purchasing community, such as:
Recurring Voucher Contracts (Typically used for rent or utility payments)
Prepaid Voucher Contracts (Prepay voucher without advance PO)
Purchase Order Contracts (Releases to individual PO’s using contract terms)
Release to Single PO Contract (Reserve one PO for the life of the contract)

8. CONTRACT ITEM SET UP – PURCHASING ATTRIBUTES

9. RELEASE TO SINGLE PO – CONTRACT HEADER

10. DEFINING THRESHOLDS & NOTIFICATIONS

11. DEFINING THRESHOLDS & NOTIFICATIONS

12. DEFINING THRESHOLDS & NOTIFICATIONS

13. ORDER CONTRACT OPTIONS AND PO DEFAULTS
NOTE:
Use PO Defaults ONLY for GENERAL CONTRACTS, not for use with Release to Single PO.

14. ADDING PURCHASE ORDER INFORMATION AND CONTRACT LINE DATA

15. RELEASE CONTROLS EXAMPLE

16. CONTRACT ITEM INFORMATION

17. CONTRACT ITEM RELEASE INFORMATION

18. CONTRACT ITEM PRICING INFORMATION

19. SAVING AND OBTAINING CONTRACT & PO NUMBERS

20. DISPATCHED CONTRACT EXAMPLE

21. DISPATCHED CONTRACT PO EXAMPLE

22. PO DISPATCH OPTION

23. REVIEWING REMAINING AMOUNTS ON CONTRACT HEADER

24. Q & A
Thank You

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