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PeopleSoft eProcurement Overview and Best Practices: You don’t have to be a Pro to use ePro

PeopleSoft eProcurement Overview and Best Practices: You don’t have to be a Pro to use ePro. Steve Morgan PeopleSoft SRM Product Management Director. Safe Harbor Statement.

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PeopleSoft eProcurement Overview and Best Practices: You don’t have to be a Pro to use ePro

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  1. PeopleSoft eProcurement Overview and Best Practices: You don’t have to be a Pro to use ePro Steve MorganPeopleSoft SRM Product Management Director

  2. Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

  3. PeopleSoft eProcurement • Why you don’t have to be a Pro to use ePro Flexible content management capabilities Focus on usability and configuration Fully Integrated to Purchasing, Inventory, Financials Mobile Access

  4. PeopleSoft eProcurement • Why you don’t have to be a Pro to use ePro Flexible content management capabilities Focus on usability and configuration Fully Integrated to Purchasing, Inventory, Financials Mobile Access

  5. 1994 1997 2000 2002 PeopleSoft User Experience 2011 2013

  6. Why should you care about Usability? An application is usable when: the user knows what to do and when to do it the user feels they are in control the app can be configured for the user’s needs Benefits to your business Increased user productivity Decreased training and support costs Increased customer satisfaction

  7. Usability and Configuration Release 9.1 and Before • Role Actions • Simplify steps for a novice user • Enables users to add adhoc approvers before / after submitting a requisition • Allows approvers to place requisitions on hold • Controls whether requesters use Desktop or Purchasing receiving • Control whether multiple comments and ship-to comments are available on the requisition

  8. Usability and Configuration Release 9.1 - Embedded Help • Select information icon available on group boxes, grids, or scroll bars of an application page • Displayed in modal window • Create, edit and deliver your own related content • Release 9.1 Bundle #15 (Feature Pack 2)

  9. Usability and Configuration Release 9.2 - Intuitive eProcurement Requisition • New look and feel • Facets • New Role Actions • Search Preferences

  10. Usability and Configuration Release 9.2 - Configurable Navigation • Hide unnecessary menu options for a role • Rename labels to suit your business • Set the initial page for your user

  11. Configurable User Interface Release 9.2 - Enhanced Role Actions • Use Role actions to control which roles in the system can take specific actions • Role actions are broken down by transaction type • Very flexible way to control flow of requisition by role as well as what the user can see and actions they can take • Several new Role Actions in Release 9.2

  12. Release 9.2 - Usability and Configuration Demo

  13. PeopleSoft eProcurement • Why you don’t have to be a Pro to use ePro Flexible content management capabilities Focus on usability and configuration Fully Integrated to Purchasing, Inventory, Financials Mobile Access

  14. Multiple Content Management Options Maximize Coverage and Minimize Costs Internal Catalogs Maintain items within PeopleSoft Item Master (useful for Inventory and Contract items) Express Items (enhanced for Release 9.2) Loaded through Catalog Management, NOT maintained within PeopleSoft Item Master Supplier Punchout (Supplier Hosted Catalog ) From eProcurement Requisition, punchout to Supplier website to search and select items. Finalize order within ePro Transparent Supplier Punchout (new for Release 9.1, FP2) Within eProcurement Requisition, search external supplier information and return a list of supplier items based on the search term entered. Useful for comparison shopping and consistent user interface Marketplace Punchout (Hub Catalog) From ePro, punchout to Marketplace of multiple Supplier content, search and select items. Finalize order within ePro Transparent Marketplace Punchout (new for Release 9.1, FP2) Within eProcurement Requisition, search supplier marketplace content and return a list of supplier items based on the search term entered. Useful for comparison shopping, consistent user interface and reducing integration points

  15. Content Management Catalog Management - Streamlined upload of Supplier Catalogs One step upload from external file to review

  16. Content Management Catalog Management - Streamlined upload of Supplier Catalogs Upload ‘lifecycle’ tracking and drilldown

  17. Content Management Catalog Management - Streamlined upload of Supplier Catalogs Fix errors directly online

  18. Content Management Search across internal and external catalogs Supplier Internal Catalogs Supplier Favorites Supplier Third Party Marketplace Templates Supplier Services Supplier

  19. Content Management Marketplace Integration Transparent Punchout • Punchout Local Catalogs (Vinimaya) Vinimaya vMarketPlace Supplier Punchouts .

  20. Content Management Release 9.1 – Transparent Punchout • View Internal and External Supplier Catalogs all within eProcurement Release 9.1 Bundle #10 (Feature Pack 2)

  21. Punchout and Transparent Punchout Demo

  22. PeopleSoft eProcurement • Why you don’t have to be a Pro to use ePro Flexible content management capabilities Focus on usability and configuration Fully Integrated to Purchasing, Inventory, Financials Mobile Access

  23. Integration – Manage Requisitions • Track the full business cycle of requests • View entire approval process • View remaining pre-encumbrance balances new in release 9.1 • View resulting purchase orders • View material stock requests new in release 9.1 • Access online receipts and view receipt history • View PO Acknowledgment and ASN’s new in release 9.1 • Copy and cancel requisitions • Issue change requests • Return items to suppliers for credit, exchange, or replacement • 360-degree view of the entire Procure to Pay cycle Example from Release 9.1

  24. Manage Requisitions Demo

  25. PeopleSoft eProcurement • Why you don’t have to be a Pro to use ePro Flexible content management capabilities Focus on usability and configuration Fully Integrated to Purchasing, Inventory, Financials Mobile Access

  26. Mobile Access Deliver an intuitive consumer shopping experience • Mobile eProcurement and Approvals Provide a viable Marketplace strategy

  27. Mobile eProcurement and Approvals demo

  28. For More Information The PeopleSoft Information Portal All your PeopleSoft information and training resources in one convenient location. www.peoplesoft92.com or www.peoplesoftinfo.com

  29. Art of the Possible in PeopleSoft Advanced Procurement Solutions Wednesday 3:30 Moscone West Room 3024 Alexa Dhillon, Oracle Kevin DioQuino, Lowe’s Session CON9035 Learn more about Supplier Contracts and Strategic Sourcing in Release 9.2…

  30. Q&A

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