Increase Business Velocity Through Procurement Best Practices Using Advanced Requisition Management

Transcription

1 Increase Business Velocity Through Procurement Best Practices Using Advanced Requisition Management Mark Batina Precise Business Solutions 2017 Epicor Software Corporation

2 Mark Batina Managing Director 2017 Epicor Software Corporation

3 1. Introduction 2. Getting Control Over Your Purchasing 3. Process Overview 4. New Technology 5. Let s Take a Look 6. Q&A

4 Introduction 4

5 About Precise Business Solutions 20+ years as an Epicor Channel Partner 10+ years as an Epicor Alliance Partner, developing software specifically for use with Epicor ERP Offices in four countries Awarded Epicor s Global Partner of the Year (2013 & 2014) 5

6 About Precise Business Solutions /Precisebiz /PreciseBusiness Precise-business-solutions 6

7 Getting Control Over Your Purchasing

8 The cost per purchase order varies by industry, from $59 in industrial manufacturing, to a whopping $741 in the petroleum industry - with the average being $217 CAPS Research 8

9 The Typical Procurement Process A cumbersome mix of forms, notes, faxes, calls, and/or other archaic processes. Does this seem familiar? DENHOLM CEO ADAM I want this DOUGLAS COO JEN MAURICE ROY IT RACHAEL 9

10 How to Gain Control Over Your Purchasing Increase visibility and control Reduce costs and waste Improve communication and collaboration 10

11 Epicor Advanced Requisition Management (ARM) is a requisition management and workflow solution designed to deliver full-cycle requisitioning functionality securely to your staff through their web browser. 11

12 Advanced Requisition Management Overview EPICOR ARM EPICOR 7 EPICOR 9 EPICOR 10 USER INTERFACE/EXPERIENCE CATALOGUE / NON-CATALOGUE MULTI-DIMENSIONAL APPROVALS SECURITY EXTERNAL INTEGRATION SUITE Easy to learn Simple to Use Requisition from your Epicor inventory, or from a catalogue of your own configured items Multi-dimensional Approvals Configurable user-roles and permissions Punch-out and requisition directly from a vendor s website 12

13 Advanced Requisition Management Overview EPICOR ARM CATALOGUE / NON-CATALOGUE MUTLI-DIMENSIONAL APPROVALS SECURITY EPICOR 7 EPICOR 9 EPICOR 10 EXTERNAL INTEGRATION SUITE USER INTERFACE/EXPERIENCE Easy to learn, simple to use Mix Purchase and Inventory Transfer Requests Multiple locations (Company/Plant/W-house) in a single requisition Extensive defaulting Graphical indicators for valid codes and budget status 13

14 Advanced Requisition Management Overview USER INTERFACE/EXPERIENCE EPICOR ARM MUTLI-DIMENSIONAL APPROVALS EPICOR 7 EPICOR 9 EPICOR 10 SECURITY EXTERNAL INTEGRATION SUITE CATALOGUE / NON-CATALOGUE Inventory and non-inventory items Selectively publish inventory No inventory module required Can build your own Catalogue Multiple, simple search criteria across approved vendors, goods and services 14

15 Advanced Requisition Management Overview USER INTERFACE/EXPERIENCE EPICOR ARM CATALOGUE / NON-CATALOGUE EPICOR 7 EPICOR 9 EPICOR 10 SECURITY EXTERNAL INTEGRATION SUITE MULTI-DIMENSIONAL APPROVALS Approval flows can be mapped on Account Code, Location or Category Approval trees are easy to build and maintain Multiple approval trees can be applied for each line Each approval node can have multiple approvers and can be bypassed by users higher in the approval tree. 15

16 Advanced Requisition Management Overview USER INTERFACE/EXPERIENCE EPICOR ARM CATALOGUE / NON-CATALOGUE MULTI-DIMENSIONAL APPROVALS EPICOR 7 EPICOR 9 EPICOR 10 EXTERNAL INTEGRATION SUITE SECURITY Highly granular controls specific to ARM processes Role Types to define security profiles Role delegation capability Planned and un-planned absences Dynamic re-routing 16

17 Advanced Requisition Management Overview USER INTERFACE/EXPERIENCE EPICOR ARM CATALOGUE / NON-CATALOGUE MULTI-DIMENSIONAL APPROVALS ARM allows importing of Catalogue items Ideally, want to be able to directly use web stores Yet still route requisitions through ARM Punch Out capability EPICOR 7 EPICOR 9 EPICOR 10 SECURITY EXTERNAL INTEGRATION SUITE Requires services to build new integrations Import requisitions with CSV & TXT files that have been created outside Epicor & ARM 17

18 Who Can Use ARM? Anyone! Everyone buys stuff Inventory, consumables, operational services, R&M, CapEx Epicor Enterprise ERP

19 Process Overview

20 Advanced Requisition Management Overview Web-based requisition workflow management module for Epicor ERP 20

21 Requisitions Simple data entry Templates Purchase & Transfer Budget Checking 21

22 Requisitions Cat & non-cat Inventory PART PART PART PART PART Non-Inventory PART PART PART PART PART PART PART PART PART PART PART PART? Catalogue + Non-Catalogue ARM can requisition: 1. From Epicor s Inventory 2. From items created and maintained in ARM s local catalogue 3. Non-catalogue items, created on-the-fly 22

23 Approval Routing REQUISITION LOCATION APPROVAL OFFICE MANAGER < $2,000 PURCHASING MANAGER < $10,000 GENERAL MANAGER < $250,000 Stationery - $400 Fleet Vehicle - $125,000 Laptops $7,500 Plumbing - $1,900 CATEGORY APPROVAL IT IT MANAGER GL APPROVAL S SERVICES MANAGER 23

24 Approval Routing REQUISITION LOCATION APPROVAL OFFICE MANAGER < $2,000 PURCHASING MANAGER < $10,000 GENERAL MANAGER < $250,000 Stationery - $400 Fleet Vehicle - $125,000 Laptops $7,500 Plumbing - $1,900 CATEGORY APPROVAL IT IT MANAGER GL APPROVAL S SERVICES MANAGER 24

25 Approval Routing REQUISITION LOCATION APPROVAL OFFICE MANAGER < $2,000 PURCHASING MANAGER < $10,000 GENERAL MANAGER < $250,000 Stationery - $400 Fleet Vehicle - $125,000 Laptops $7,500 Plumbing - $1,900 CATEGORY APPROVAL IT IT MANAGER GL APPROVAL S SERVICES MANAGER 25

26 Approval Routing REQUISITION LOCATION APPROVAL OFFICE MANAGER < $2,000 PURCHASING MANAGER < $10,000 GENERAL MANAGER < $250,000 Stationery - $400 Fleet Vehicle - $125,000 Laptops $7,500 Plumbing - $1,900 CATEGORY APPROVAL IT IT MANAGER GL APPROVAL S SERVICES MANAGER 26

27 Pro-Forma Orders VENDOR A VENDOR B VENDOR C VENDOR A Route requisition lines to separate PFO s VENDOR B VENDOR C 27

28 Pro-Forma Orders VENDOR A VENDOR B VENDOR C Consolidate requisitions by Vendor, Location or Order Creator VENDOR C VENDOR D VENDOR G VENDOR J VENDOR C VENDOR H PRO FORMA ORDER 28

29 Purchase Orders, Transfers & Receiving PO printing, Transfer Pick Slips , Fax and EDI Purchase Order Receiving Transfer Ship & Receiving 29

30 AP Approval Workflow NEW/SAVED INVOICE SUBMIT INVOICE INVOICE AWAITING APPROVAL APPROVAL APPROVAL APPROVAL INVOICE FULLY APPROVED UNPOSTED INVOICE POSTED INVOICE PAY INVOICE PAID INVOICE FULLY APPROVED 30

31 AP Approval Workflow Documents can be attached or detached from the AP Invoice as required. The AP Invoice is then submitted for approval 31

32 ARM Process Overview AUTO PO SUBMIT REQ CREATE PO APPROVED APPROVED APPROVED PO IS CREATED IN EPICOR PO s GENERATED IN EPICOR ARE ALSO VISIBLE IN ARM PO IS RECEIVED IN EPICOR PO s RECEIVED IN EPICOR ARE ALSO RECEIVED IN ARM 32

33 New Technology

34 New Technology Same Winning ARM Functionality Brand New Technology Enhanced html5 User Experience 34

35 Advanced Functionality Punch-out ARM SUBMIT REQUISITION APPROVED APPROVED CREATE ORDER APPROVED PUNCHOUT TO VENDOR CART ITEMS EXPORTED BACK TO ARM PROCEED TO CHECKOUT EDI TO VENDOR Connect directly to a vendor s website, shop online, then return the cart items back into ARM ready for approval VENDOR WEBSTORE 40

36 ARM process Overview ARM can be implemented on Enterprise now, and end-users will enjoy the same ARM user-experience when upgrading to Epicor 10. EPICOR - UPGRADE PATH ARM - CONSISTENT USER EXPERIENCE 44

37 Let s Take a Look

38 ARM Roadmap ARM Support Epicor PO Tax Line Level UDFs Epicor Tracker Links Approval for Epicor generated PO s Future Enhance User / Role and Group Maintenance Additional Line Types Document Attachment integration to Epicor Mobile App 46

39 Return on Investment Return On Investment Keep spending within budget Streamline the purchasing process Negotiate supplier pricing 47

40 Q & A

41 Precise Partner Portal Precise Partner Portal Be sure to log into our Partner Portal for the latest collateral & documentation: URL: Username: partner Password: /Precisebiz /PreciseBusiness Precise-business-solutions 49

42 Thank You Mark Batina Managing Director 2017 Epicor Software Corporation