PeopleSoft FSCM v9.2 Supplier Portal and esupplier Connection Module

Transcription

1 PeopleSoft FSCM v9.2 Supplier Portal and esupplier Connection Module Presented by: Keith Harper, SpearMC Consulting February 22nd, /24/2018 SpearMC Consulting 1

2 Presenters Keith Harper Practice Director, Supply Chain SpearMC Management Consulting Stephen Hjelmstad Senior Consultant, PeopleSoft FSCM SpearMC Management Consulting 2

3 Safe Harbor Statement I am not Technical.. Developers please refrain from trying to stump the presenter. or you will be escorted from the building. 3

4 Problem Statements.. Internal Business: I m not sure of our process to on-board a potential supplier?? AP / Purchasing: Tracking / Updating Supplier information takes to much time AP / Purchasing: We get to many phone calls from suppliers requesting information Purchasing: We have to many suppliers and need to have better control on our supplier qualification process For New / Potential Suppliers How do I register to be a new supplier with your company? The on-boarding process is taking to long How do I communicate all of the goods and services I can provide? What are the criteria to qualify as a new supplier How do I update my supplier information For existing Suppliers How do I update my supplier information? What is the status of my invoice, payment, Sourcing Events Can you send me a copy of a document: PO, Contract, etc. 4

5 Supplier Portals are. External web interfaces for collecting and displaying information pertinent to most day to day supplier interactions Typically include functionality for qualifying and on-boarding new suppliers Facilitate Vendor Self-service and serves as a single access point for current vendors to update their information Provide suppliers with Real-Time Document status: RFQ, PO, Voucher, Payment etc.. Allow for suppliers to respond to Bidding Events, RFQs, Enter or Upload invoices Can sometimes support invoice dispute resolution interactions Provide 24x7 Access vs. Standard M-F, 8-5 Provide automated and consistent means to communicate to supplier base Provide a platform to communicate Supplier Performance & KPIs 5

6 Supplier Portal Benefits. Qualify and expand your supply base without driving up costs Reduce internal resource demands to enter and update new supplier information Improve the speed of supplier qualification and on-boarding Provides a platform to gather and centralize more data about your suppliers. Commodity based, Compliance data, Diversity etc.. Resource savings as a result of eliminating internal data entry and vendor interactions. Improved Supplier communications through a common platform Improved data accuracy and reduced error resolution 6

7 Supplier Portal Functionality The PeopleSoft supplier portal is a complete Supplier & Potential supplier self service website Potential supplier registration and qualification questionnaire Supplier / Bidder can be open or by invitation only Customizable Questions and attachment capability Commodity based registration capability Integrated to Supplier Approval Workflow for conversion to approved suppliers Supplier Self Service to. Update Supplier Information View / Download POs & Receivers Respond to RFQs Enter PO acknowledgments Access Supplier Contract Documents Create Advanced Shipping Notifications Respond to SS Sourcing Bidding Events Enter Invoices - esettlements View Payment status Enter invoice disputes Bid on open spro requisitions and submit candidates Administer Supplier Portal Users 7

8 Peoplesoft FSCM Supplier Portal Features Full Self Service functionality requires licensing of the esupplier Connection module The SP is exposed outside the company firewall similar to many of the fluid mobile pages with a separate login page SP has separate menu navigation options & content references not available on the delivered employee portal SP access is managed using same role/pl security structure as Employee Portal Extensive communications tools Supplier WorkCenter Page One stop self service page Delivered KPI Metric Pagelets Quality, Delivery, Pricing Delivered Pivot Grids Company Calendar and Announcements New Fluid UI Navigation with delivered navigation tiles Many transaction pages delivered in new Classic plus UI 8

9 Supplier Portal Supplier Portal Landing Page 9

10 Supplier Portal Home / Login Pages Optional Classic Supplier portal login page. For existing and potential Suppliers. This page exposed outside of the firewall 10

11 Supplier Portal Home / Login Pages Existing Suppliers Login and Fluid Landing page 11

12 Supplier Portal Home / Login Pages Potential Supplier Fluid landing page Option 12

13 Supplier Portal Home / Login Pages Option to use the Classic Landing page with Supplier Portal 13

14 Supplier Portal Supplier / Bidder Self Registration 14

15 Supplier / Bidder Self Registration Option for Invitation based Registration Invitation to register new Suppliers could be sent to external supplier applicants or kept internal to the origanization 15

16 New Supplier / Bidder Self Registration Activity Guide based Registration Same Format for Suppliers and Bidders 16

17 New Supplier / Bidder Self Registration Supplier / Bidder Custom Questionnaire Ability to define questions using multiple Question types. Can Configure Questionnaire Templates based on type of Supplier Different Questions for different types of vendors. Requires using invitation method 17

18 New Supplier / Bidder Self Registration 18

19 New Supplier / Bidder Self Registration Supplier / Bidder Custom Questionnaire Ability to define questions using multiple Question types. Can Configure Questionnaire Templates based on type of Supplier Different Questions for different types of vendors. Requires using invitation method 19

20 New Supplier / Bidder Self Registration All Profile Questions are part of the Registration Template (Optional or Required) 20

21 New Supplier / Bidder Self Registration Contacts become part of Supplier Record when approved. Initial Registrant requests their PS UserID upon registration New PS Users must be approved before being active for Full SP Functionality New users Receive a separate notification when activated on Supplier Portal 21

22 New Supplier / Bidder Self Registration Optionally Gather Supplier Financial Information This can also be done later after supplier approval Any Information entered during Self Registration can be updated by internal Supplier Administrator 22

23 New Supplier / Bidder Self Registration Suppliers can Identify Commodities they want to sell. Final Authorization is determined by Suppl. Admin Separate Commodity Trees can be associated to each Registration Template Exp. Corporate Tree 23 vs. Operations

24 Supplier Portal Setup 24

25 Invite Potential Suppliers / Bidders to Register Applicants must review and accept T&Cs to submit final application User defined T&Cs by Template 25

26 Invite Potential Suppliers / Bidders to Register Registrants can review application prior to submitting Upon Submission application is assigned Reg. ID Not an approved Supplier 26

27 Supplier Portal Supplier Registration Review and Approval 27

28 Review and Approve Supplier Registrants Internal Supplier Administrator can review and edit supplier registration prior to Supplier Workflow Approval 28

29 Review and Approve Supplier Registrants New Supplier requests can be initiated into Workflow approval after submission New Supplier Registration Workflow 29

30 Review and Approve Supplier Registrants Approvers can view all registration information and attachments 30

31 Review and Approve Supplier Registrants Approved Suppliers assigned a Supplier ID.different from Registration ID 31

32 Review and Approve Supplier Registrants Approved Supplier information populated into master Supplier Record 32

33 Review and Approve Supplier Registrants Supplier information populated into Supplier Record 33

34 Supplier Portal Supplier Administration (Internal facing WorkCenter) 34

35 WorkCenter for Supplier Administration (internal) Delivered WorkCenter for internal users to manage all Supplier Registration and Existing Supplier information 35

36 Supplier Portal Supplier Portal Self Service Functions 36

37 Supplier Portal Supplier Portal Processing Overview 3 rd Parties Register Access View existing and create new transactions Bidders Suppliers Supplier-Users esupplier Connection Requisitions Purchase Orders Receipts Vouchers Address & Contact Information And much more 37

38 Supplier Portal Login pagelet for approved suppliers ID s granted to Supplier Users By internal Supplier Admin Or by site admin on Supplier Side 38

39 Supplier Portal Supplier Portal Fluid Home Page For approved Suppliers 100% customizable based on needs 39

40 Supplier Portal - Functions Supplier can submit Change Requests for supplier information updates Address Contact Request new Payment Terms Etc. Internal workflow approval for all changes is an option 40

41 Supplier Portal - Functions View Purchase Orders Submit ASNs, Acknowledge POs 41

42 Supplier Portal - Functions View Purchase Order Details and related documents 42

43 Supplier Portal Suppliers can download and open PO PDFs 43

44 Supplier Portal Respond online to Request for Quote (RFQ) 44

45 Supplier Portal Create and manage esettlements Self Service Invoices Requires esettlements module to create not needed to view 45

46 Supplier Portal Enter Self Service Invoice 46

47 Supplier Portal Review Supplier Payments Account Balance Review page 47

48 Supplier Portal Supplier Homepage (external facing WorkCenter) 48

49 Supplier WorkCenter (External Facing) Complete Self Service Dashboard for all Supplier Self Service Functions Actionable Alerts Many Delivered Communication based Pagelets Many Delivered Pivot Grid Pagelets 49

50 Supplier WorkCenter (External Facing) Supplier WorkCenter - Tools v8.54 Example with Custom pagelets 50

51 Supplier WorkCenter (External Facing) Many Delivered Alerts for Supplier WorkCenter Ability to Drill into details and take action 51

52 Supplier WorkCenter (External Facing) Also ability to see alerts and workflow items in the new Fluid Navigation Notifications Window 52

53 Supplier Portal Potential Supplier / Bidder Fluid Landing Page 53

54 Potential Supplier / Bidder Features Potential Supplier / Bidder Fluid External Facing landing page 54

55 Supplier Portal Option to open up Supplier / Bidder registration to public 55

56 Supplier Portal Open to Public Bidding Events Strat. Sourcing Required 56

57 Supplier Portal Public Communications Pages 57

58 Supplier Portal FAQs and Contact Us 58

59 Supplier Portal Supplier Portal Configuration 59

60 Supplier Portal Administration Configuration Options Notify Suppliers to review and update their information 60

61 Supplier Portal Administration Configuration Options User Definable Supplier Portal Terms and Conditions Page 61

62 Supplier Portal Administration Configuration Options 62

63 Supplier Portal Administration Configuration Options 63

64 Supplier Portal Administration Configuration Options 64

65 Supplier Portal Administration Configuration Options 65

66 Supplier Portal Some Supplier Portal Security Configuration Options 66

67 Supplier Portal Security Security for Supplier Users can be managed internally or with Supplier Administrator 67

68 Supplier Portal Security Enable / Disable Supplier Control of User Passwords 68

69 Supplier Portal Security Approved Supplier Users become part of master user profile record Type = Vendor with associated Supplier ID 69

70 Supplier Portal Security New Supplier Users Inherit Supplier only Security Roles 70

71 Thank you..and applause 71

72 Org Supervisor Supplier Organization esupplier Connection The Supplier Onboarding Process Invite Supplier Party to Register Can be a Buyer or any other employee Approved to be a Bidder and/or Supplier Register Provide Requested Info Completed Onboarding Notification Received Perform Internal Review Questions & Add l Info Requested via Approve or Deny Perform OFAC & Duplicate Check 72

73 esupplier Connection Supplier On-boarding Process FSCM users invite a potential Bidders/Suppliers to register or they can do themselves Self Service Process Suppliers/Bidders register themselves via esupplier Connection Customizable list of questions and request for documents Purchasing/AP Supervisor Performs a review Can respond to Supplier with questions via workflow Supplier party provides requested information AP/ PO Supervisor Approves or Denys the registration Confirm that all information is complete PS process is run to verify duplicates and check against federal no-source list. Supplier receives notification of completed on boarding Their can be a separate Workflow to do final supplier approval 73