1. PeopleSoft FSCM 9.2
Reduce 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 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
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
Simplified User Experience-eProcurement
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
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4. eProcurement Mobile Features
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5. eProcurement Mobile Features
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
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
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6. Role Action Categorization
Value
New 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.
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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.
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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.
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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 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
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10. Purchasing-Split Purchase Orders by ShipTo
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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

11. Purchasing-Split Purchase Orders by ShipTo
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Requisition with 2 lines having different Ship to Locations
Sourcing 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.
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13. AP WorkCenter Home My Works Queries
Links accessed on a daily basis, alerts and exceptions
Queries
Links to Query Manager, public and private queries and pivot grids
Links
Links to pages or other areas of interest to the user role
Reports
Links to reports, processes,
and the Reporting Console
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
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14. Home Pagelets for the WorkCenter
Configuring Pagelet content for each WorkCenter

15. Home
Edit Configuration of the WorkCenters

16. AP Dashboard Home Value:- Access to operational metrics
Interactive analytical grids for Data Analysis capability
Real time slice/dice of financial data
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17. Home
Edit 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.
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19. Supply and Demand Dashboard configuration
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
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20. Supply and Demand Dashboard
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21. Online Supplier Onboarding
Define Profile Questions
Define Terms and Conditions
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22. Online Supplier Onboarding- Templates
Registration Templates for BIDDER, SUPPLIER and USER.
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23. Online Supplier Onboarding- System Setup
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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.
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25. Registration Dashboard
3 delivered Pivot Grids-
Registration by Product Categories
Registration by Status
Registration by Classification
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26. Supplier Hierarchy Home 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
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27. Customer Hierarchy Home 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
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Related Actions

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

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 multiple
fields for a group of items
within a SetId and/or across
business units
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.

34. Inventory 9.2- Item Change Templates
Run Item Change Process to implement the changes

35. Strategic Sourcing

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.

38. Thank You