i2 Procurement i2 Solution i2 Procurement Version

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1 A leading provider of closed-loop supply chain management solutions, i2 designs and delivers software that helps customers optimize and synchronize activities involved in successfully managing supply and demand. i2 s global customer base consists of some of the world s market leaders including seven of the Fortune global top 10. Founded in 1988 with a commitment to customer success, i2 remains focused on delivering value by implementing solutions designed to provide a rapid return on investment. i2 Solution... i2 Datasheet 1 is designed to automate and provide end-to-end purchasing lifecycle management and spend analysis from requisitioning, to purchase order, as well as three-way matching for receipts and invoices. can automate global procurement and sourcing through a single system, while allowing global multi-site capabilities to address local issues such as taxation, language, and currency. Channeling buying through a single system can reduce total cost of ownership without sacrificing the global needs of the buying organization. is designed to reduce approval cycles, ensure policy compliance, and eliminate off-contract purchases. Full-featured solution for unplanned spend as a standalone can provide a complete solution for managing the purchasing lifecycle, freeing procurement professionals from tedious and error-prone paperwork. End users can employ self-service applications to quickly find the right products from approved vendors at pre-negotiated prices through the use of electronic catalogs. Key features Full-featured procurement tool for unplanned spend Single global instance powers worldwide purchasing organization Multi-organization feature allows organization to determine own business rules and workflows/inheritance Figure 1 provides a view of budget compliance for spend control of complex multi-level projects.

2 ... i2 Datasheet 2 Option to automate more of the sourcing process Purchasing organizations can progressively automate and add decision support to more of the sourcing process, depending on needs through additional capabilities in the i2 Supplier Relationship Management (SRM) suite. For example, can be linked to i2 Negotiate so that after sourcing events via request for quotes (RFQs), the winning bid can be rolled directly into a purchase order. Sourcing execution workflow Strategize With Procurement Intelligence, sourcing organizations can analyze past spend by commodity code, organization, and supplier, to expose areas for further spend consolidation. Maverick spending can be analyzed by looking at on-contract versus off-contract spend to determine if more items should be added to a contract or if different sites or divisions need to better comply with contracts. Purchasing can look at a supplier s history of on-time delivery to determine whether to continue placing orders with that vendor. Finally, the purchasing organization can track cycle time to determine what processes can be further improved. Execute is designed to support the complete purchasing lifecycle including requisitioning, approvals, and execution and collaboration with suppliers. can support three-way matching of purchase orders, receipts, and invoices. Consolidate purchases to leverage buying volume and price breaks can allow purchasing organizations to aggregate purchases by items, suppliers, or commodity codes. This can enable the professional buyer to easily consolidate requisitions or requisition line items on purchase orders, allowing the corporation to take advantage of volume price breaks. Support local delivery schedules can provide multiple ship-to locations, shipment methods, requested delivery dates, and promise delivery dates at the schedule level for line items on the purchase order (PO). This can allow buyers to aggregate purchases and leverage volume pricing. Collaborate on changes After a PO has been issued, can support change requests. For example, a buyer may ask to change delivery schedules, or a supplier may alert the buyer to a production problem that can cause a schedule to slip or for deliveries to be short. can support collaboration among suppliers and buyers for changes on an item s quantity, and delivery date streamlining the resolution of exceptions by accelerating communication and increasing responsiveness. Collaboration and exception-based alerts not only support open POs, but also receipts, returns, advanced shipment notices (ASNs), as well as invoice processing. By adding i2 Financial Collaboration Manager, billing disputes can be resolved quickly and payments processed electronically. Improve responsiveness with alerts and monitors Buyers, sellers, and administrators need to stay informed about relevant events that occur in the system. can support more than 90 alerts that each user can subscribe to for or direct notification. Ensure access to complete, up-to-date part and supplier information Coupled with i2 Component and Supplier Management (CSM), buyers can find the exact item they re looking for. Whether an employee buying office supplies, an operations manager buying strategic MRO items for plant maintenance, or a product designer selecting parts for a new design, i2 CSM and reference catalogs can reduce search time and help buyers select the best part.

3 ... i2 Datasheet 3 i2 CSM delivers an entire content solution: Publish and syndicate catalog data Search, select, and compare critical information Convert existing legacy data Create custom content Access a comprehensive electronics catalog Source business essential needs Leverage a critical mass MRO Reference Database containing millions of products Support multi-organizational hierarchies This feature can allow a corporation to model its organizational structure, enabling each organization to create its own personalized views, determine its own business rules, and create its own approval workflows. The enhanced security model can allow a central group to consolidate purchases from multiple buying organizations. Manage procurement of complex projects Project procurement can help buying organizations manage the strategic sourcing and procurement of products and resources for complex projects. The extension has a unique ability to create multi-level projects and sub-projects, while offering a cohesive, centralized view of total project spend. Project owners and members can monitor the actual spend at different stages within the entire purchasing lifecycle: from requested, to approved, to ordered, and received. Buyers can evaluate the current breakdown of project spend at each level and compare it with the total budget. With sophisticated alerts and notification capabilities, project procurement can enable project owners to easily control expenditures and potential overruns. Monitor Procurement Intelligence Procurement Intelligence is designed to be a powerful analytical tool that can deliver access to global enterprise-wide procurement data in a multi-dimensional manner using powerful OLAP functions and dynamic report analysis. This full-featured extension can allow corporations to analyze spend in full graphical formats bar graphs and pie charts or structured data reports. Both methods are designed to allow drill down capability for detailed spend analysis. Procurement Intelligence users can access, analyze, and share corporate spend analytics using a standard Web browser, while maintaining tight security over data access. This can improve decision-making, generates time and cost savings, and builds user autonomy within a secure data environment. Communication of supplier information can be made available to suppliers by exporting graphs and reports into PDF viewable formats. Capabilities and features Interpretive workflow Adheres to user-defined business rules Supports configurable approvals Allows for multiple pre-, parallel, and post-approvals Private/public notes Supports reject, hold, forward, consult, and escalation workflows and alerts Ability to add special approvers as required Requisition final approval can optionally autogenerate associated purchase order Agreements Agreements with individual suppliers to send documents over FAX, , HTTP and EDI

4 ... i2 Datasheet 4 Blanket purchase orders (BPO) Can be defined based on supplier, money, and validity time Can assign users to a blanket order Blanket users can directly buy (on a pre-approved basis) from a particular supplier (like a contract) Any changes to the PO will reflect on the available amount within the BPO Requisition and purchasing Single-click browse catalog and add or delete to a requisition View requisition and change capability Advanced parametric catalog search and sort Support for adding off-catalog items and suppliers Support for multiple request and delivery schedules by line item Accept any attachment to a line item schedule or to a document Copy line items with schedules or entire requisitions interface for approver (Support for configurable items is available in the product) Support for multiple line-level schedules with capability for different ship-to, and deliver-to at each schedule Change GL charge code at item level Support of will-call locations PO revisions, history, including receipts and returns Schedule PO acknowledgement from supplier Return material authorizations with disposition and reason codes Integrated with i2 Negotiate for RFQ processing and reverse auctions Supports spot purchasing Support for aggregation of suppliers, items, or commodity codes for consolidated POs Automatic PO creation and submission to suppliers Complete order management and fulfillment Buyer-supplier collaboration with notifications and alerts User selectable states to track the status of POs Shipment tracking through supplier interface ASN creation through supplier interface Support for direct invoicing through supplier interface and XML/EDI invoice import Support for three-way matching (invoice to receipt to PO) with tolerances Support for reason codes on un-matched invoices Integrated with Financial Collaboration Manager for dispute resolution and payment processing Multi-currency support with Euro triangulation support Multi-language capability for current language availability contact your i2 account executive Project procurement Supports a multi-level project hierarchy Unlimited sub-projects linked to master or parent project Flexible expenditure charge distribution Support for project approval workflow or organizational workflow Alerts and notifications for overruns and consumption percents Budget and procurement roll-ups and reporting for budget and budget consumption Reports for requested, approved, ordered, and received amounts Supplier collaboration with notifications and alerts User selectable states to track the status of POs Shipment tracking through supplier interface ASN creation through supplier interface Support for direct invoicing through supplier interface and XML/EDI invoice import Support for three-way matching (invoice to receipt to PO) with tolerances Support for reason codes on un-matched invoices Integrated with Financial Collaboration Manager for dispute resolution and payment processing Multi-currency support with Euro triangulation support Multi-language capability for current language availability contact your i2 account executive

5 ... i2 Datasheet 5 Project procurement for multi-organizational hierarchies (option) Supports a multi-level project hierarchy Unlimited sub-projects linked to master or parent project Flexible expenditure charge distribution Support for project approval workflow or organizational workflow Alerts and notifications for overruns and consumption percents Budget and procurement roll-ups and reporting for budget and budget consumption Reports for requested, approved, ordered, and received amounts Owner signature amount, authorization amount, budget amount with overrun limit Procurement intelligence (option) Accounts payable aging days outstanding Catalog vs. off-catalog totals spend by month, by organization Receiving analysis and performance Total spend by organization and supplier Organization/commodity code/supplier spend analysis Catalog/off-catalog/OBI spend analysis Purchase spend and items by supplier and item type Purchase requisitions by user, department, and cost center Total requisition and PO spend Volume of requisition/line and POs/lines Cycle time report i2 CSM (option) Guides user to approved items Lowest price analyzer Supplier published incentives Distributed searching Sharable list Alternate items Functional equivalents upgrades/downgrades Supplier/manufacturer analysis Smart search Thesaurus Stemming Concept and fuzzy match Sounds like Category locator Advanced parametric search Manufacturer s view Supplier s view Documents and images Item specifications Pricing and availability Special promotions Item notes Components/where used Accessories Find alternate suppliers Supported hardware platforms and software platforms Hardware HP IBM Intel Sun Server Software Solaris 9 HP/UX Windows 2K AIX 5.1 Databases Oracle 9i DB2 Application Server WebLogic 8.1 WebSphere 5.1 Web Browser Internet Explorer 5.5 or 6.0 JRE i2 and i2 Technologies are registered trademarks of i2 Technologies US, Inc., i2 Supplier Relationship Management, i2 Negotiate, i2 Financial Collaboration Manager, and i2 Component and Supplier Management are trademarks of i2 Technologies US, Inc. All other company names are trademarks of their respective owners. Copyright 2004 i2 Technologies US, Inc. Printed in the United States of America. PDS-7206 (02/04) One i2 Place Luna Road Dallas, Texas 75234, USA Phone info@i2.com Web