Lean Procure to Pay David Kemp Senior Consultant
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Transcript of Lean Procure to Pay David Kemp Senior Consultant
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 11
Lean Procure to Pay
David Kemp Senior Consultant
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 22
Lean Procurement Process
22
Create PO -Reqs -Approval -MRP Recs
Communicate with Supplier -Terms, date, quantity -Specifications -Shipping information
Receive Material -Planning -Identify PO/item -Receive to MAPICS
Pay Invoice -Status -EFT
Collect Quotes -Distribute RFQ -Analyze Response
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 33
Lean Procurement Process
33
Create PO -Reqs -Approval -MRP Recs
Communicate with Supplier -Terms, date, quantity -Specifications -Shipping information
Receive Material -Planning -Identify PO/item -Receive to MAPICS
Pay Invoice -Status -EFT
Collect Quotes -Distribute RFQ -Analyze Response
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net
Electronic Requisition Approval
• Integrated into PowerLink with Integrator
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 55
• Hierarchy based on user/purchase type
Electronic Requisition Approval
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 66
eReq: Visibility in Power Link
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 77
eReq: E-mail approval
Requisition can be approved directly from email
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 88
Lean Procurement Process
88
Create PO -Reqs -Approval -MRP Recs
Communicate with Supplier -Terms, date, quantity -Specifications -Shipping information
Receive Material -Planning -Identify PO/item -Receive to MAPICS
Pay Invoice -Status -EFT
Collect Quotes -Distribute RFQ -Analyze Response
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 99
• …can be inefficient– Systems are usually manual– Our orders may be lost in their swamp– They get back to us eventually– Their communications get lost in our swamp
• …can be error prone– Orders, lines, dates, quantities get mixed up– Drawings get lost– Scraps of paper get misplaced
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The Problem: Supplier Communications
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 1010
• Higher staff costs– Buyer resource spent administering paperwork, following up
to confirm orders, calling suppliers for ship dates, updating spreadsheets, faxing…
• Higher production costs– Extra inventory to buffer unreliable suppliers and
communication failures– Increased expedited shipping costs– Production delays or shutdowns due to unexpected
stockouts
• Higher cost of quality– Out-of-date specs and requirements
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Operational Concerns:
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 1111
For the supplier…• Notification that we placed an order• Online access to real time orders and forecasts• One-click VA (vendor acknowledgment)• Create ASN’s (Advanced Shipment Notification)
For the buyer…• Prompt, two-way communication• Instant visibility of supplier commitments• Instant visibility of shipments• All integrated into Power-Link
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Our Solution
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 12121212
Supplier Portal: Simple PO scenario
Buyer Place the PO See Supplier
Accept See Shipping
Notification
Supplier• View PO• Vendor Acknowledgement
(VA)• Shipping Notification (ASN)
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 13131313
Supplier Portal: ‘Negotiation’ scenario
Buyer Place the PO Review change Accept change See Supplier
Accept
See Shipment Notification
Supplier• View the PO• Propose change (qty, date)• See Customer Accept• Vendor Acknowledgement (VA)
– Currently VA done by BAE
• Shipping Notification (ASN)
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net
eReq & Supplier Portal
A live demo
Using
PowerLink & the Internet
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 1515
Lean Procurement Process
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Create PO -Reqs -Approval -MRP Recs
Communicate with Supplier -Terms, date, quantity -Specifications -Shipping information
Receive Material -Planning -Identify PO/item -Receive to MAPICS
Pay Invoice -Status -EFT
Collect Quotes -Distribute RFQ -Analyze Response
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 1616
Receiving
• Visibility of Shipment Notifications (ASN’s) enables planning
• Easy to find correct shipment
• Receive Shipment Notification including multiple PO’s and lines with ‘1 click’.
• Bar code packages speed receipt and putaways
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 1717
Receiving
• Immediate Visibility of shipments
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net
Receive Utilizing Shipment Notification
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 1919
Lean Procurement Process
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Create PO -Reqs -Approval -MRP Recs
Communicate with Supplier -Terms, date, quantity -Specifications -Shipping information
Receive Material -Planning -Identify PO/item -Receive to MAPICS
Pay Invoice -Status -EFT
Collect Quotes -Distribute RFQ -Analyze Response
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 2020
Invoice Status
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 2121
Electronic Funds Transfer ACH
• Provides Electronic Distribution of Accounts Payable payments
• Enhances the IFM EFT process by providing editing and ‘pre-note’ capabilities
• Creates ACH formatted file and extracts to IFS Drive for transfer to your bank
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 2222
EFT -- Workflow
• Process starts after regular IFM approval process
• IFM setup provides vendor settlement method and account number
• Generates ACH Bank File– Provides creation of ‘Pre-notes’ for additional
instructions to the bank• Account Verification
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 2323
Lean Procurement Process
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Create PO -Reqs -Approval -MRP Recs
Communicate with Supplier -Terms, date, quantity -Specifications -Shipping information
Receive Material -Planning -Identify PO/item -Receive to MAPICS
Pay Invoice -Status -EFT
Collect Quotes -Distribute RFQ -Analyze Response
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 2424
Quoting – coming in R2
• Extension of XA-Enter quote data in Power Link– Enterprise Integrator
• Deliver quote requests via Supplier Portal
• Consolidate quote replies in Power Link
• Analyze data with views, sub
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 2525
Quoting- Buyer Quote Entry
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 2626
Quoting-Supplier Portal Entry
From Buyer Quote Entry
Entered by Supplier
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 2727
Quote Analysis
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 2828
Lean Procurement Process
2828
Create PO -Reqs -Approval -MRP Recs
Communicate with Supplier -Terms, date, quantity -Specifications -Shipping information
Receive Material -Planning -Identify PO/item -Receive to MAPICS
Pay Invoice -Status -EFT
Collect Quotes -Distribute RFQ -Analyze Response
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 2929
• Lean Procurement: Quote to Pay• Transform effectiveness of Buyers
– Power Link is the single source for all information• Quotes• Supplier Commitments• Attachments, Comments• Ship Notices
• Improved visibility and control of Materials– Better information, better decisions
Summary:
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 3030
• MAPICS ‘Module’
• Power Link for internal users
• Technology: R7 Enterprise Integrator and System Link
• Low Risk
• Fast Implementation and ROI
• Low ongoing maintenance– Standard XA components
Summary: Quick ROI
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 3131
• Quotes (coming in R2)
• Invoice Status
• Upload Invoices
• Supplier Scorecard
• Non Disclosure Agreements
• Other Documents (Engineering)
Enhancements?
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CISTECH, Inc. 220 N Ames Street, Matthews, NC 28105 704-849-6717 www.cistech.net 3232
Questions?Questions?