Supplier Portal Demo - Microsoft · CP-92 What’s in Store for the Supplier Portal? Tuesday, Nov...

CP-91:Got POs? Streamlining POs Using the Supplier Portal

Ashley Floyd, Product ManagerRoopa Kansagra, Product Director

Phil Brownmiller, Engineering Director

Confidentiality Disclaimer

CONFIDENTIAL © Deltek, Inc. All Rights Reserved. 2

The information shared today regarding future product features is

considered confidential. Furthermore, it does not represent a

commitment on the part of Deltek to deliver the new functionality that is

discussed, nor does it obligate Deltek to deliver any new functionality

within any specific timeframe.

2019 Deltek Clarity Report - CPSR

» 10% increase Contractor Purchasing System

Review (CPSR) audits for government

contractors

» The CPSR audit is one of the top five

challenges

» Cost to adhere to CPSR standards has doubled

Procurement Metrics


» Innovative procurement leaders are focusing on metrics other than best prices

» Procurement cycle time

» Cost per invoice

» Days payable outstanding

» First time match rate

Reduced Cycle

Time

Reduced Cost per

InvoiceReduced DPO

What is Vendor Management?


Vendor Management


How vendor relationships and the corresponding documents are

actively created, monitored and nurtured to ensure that both

parties’ business objectives are achieved.

Costpoint Vendor Management


Sourcing Contracts

Negotiate and renew contracts

to establish level of service

and deliverables

ProcurementImplementation of service or

product purchasing

procedures

Accounts Payable

Ensure vendors are paid

accurately and on time,

securing a healthy supply chain

Monitor Performance

Score and evaluate vendor

performance to continually

optimize operational results

Manage Relationships

Develop relationships through

effective communication and

integrity

Research and source

vendors to meet project

requirements

What is the Supplier Portal?

© Deltek, Inc. All Rights Reserved. 8

A new Costpoint procurement capability that connects

buyers to suppliers in a self-service user experience to

streamline communications.

“It’s a purchasing process efficiency

booster for government contractors’

buyers and their suppliers and

subcontractors.”

» Accelerate procurement cycle times

» Reduce procurement process costs

» Improve supplier relationships

Why Costpoint Supplier Portal?


» License-based feature

» Suppliers are “Users” in Costpoint

» Supplier data is limited based on user rights & org security

» Send email notifications and messages

» Communication tracking

» Attach documents with CMI

How it Works


Supplier

» Supplier Portal Dashboard

» Manage Supplier Actions

Buyer

» Buyer Dashboard

» Manage Buyer Actions

New Applications


Purchase Order Flow Chart


Supplier Accepts

PO Line

Supplier

Accepts

Changes

Supplier Receives

Email

Supplier Proposes

Change

Supplier Receives

Email

Supplier

Receives

Email

Supplier Fulfills

Order

Buyer Creates

PO

Buyer Receives

Email

Buyer Receives

Email

Buyer Receives

Email

Buyer Accepts

Change

Buyer Proposes

Change

PO Change

Order Required?Implement

Change

Buyer Creates PO

Change Order

BUYER SUPPLIER

Yes

No

YesNo

Yes

No

No

Yes

PO Creation


BUYER

Supplier Contact


BUYER

PO Lines are Released to Supplier


BUYER

Supplier Email Notifications


SUPPLIER

Supplier Actions


SUPPLIER

Print PO


SUPPLIER

Supplier Dashboard


SUPPLIER

Buyer Email Notifications


BUYER

Buyer Actions


BUYER

Buyer Dashboard


BUYER

Drill into Dashpart


BUYER

Manage Buyer Actions


BUYER

Action History


BUYER

» Surveys at www.menti.com for 8.1 + Beyond (XX XX XX) & Supplier Portal (XX XX XX)

» Early Adopter Program

» Test Supplier Portal in Hosted Environment

» Influence Roadmap

» Provide feedback on feature release

» Email: [email protected] or [email protected]

» Usability tests in the User Experience HUB in Expo Hall:

» Shipment Notifications

» Invoicing

Feedback Opportunities

CONFIDENTIAL © Deltek, Inc. All Rights Reserved.29

http://www.menti.com/

mailto:[email protected]

mailto:[email protected]

» Focus Groups

» Submit requirements for new features

» Discuss scenarios and use cases

» Provide feedback on design and development of new features

» Occasional feedback requests via email

» Share knowledge with other CP users

Feedback Opportunities


Session Schedule – TuesdaySession Code

Session Title TimeSlot Location Session Type

Speakers

CP-92 What’s in Store for the Supplier Portal? Tuesday, Nov 19 3:20pm-4:20pm

Tampa 3 Product Overview

Roopa Kansagra; Ashley Floyd

CP-89 Your Procurement and Manufacturing Data Will Talk If You Are Willing to Listen

Tuesday, Nov 19 4:30pm-5:30pm

Tampa 3 Best Practice

Jonathan Davis

XPO XPO Hall Tuesday, Nov 19 5:30pm - 7:00pm

XPO Jonathan Davis; Bryce Behunin


Session Schedule - Wednesday


Session Code Session Title TimeSlot Location Session Type Speakers

CP-81 What's New? What's Next? Find out What the Future Holds for CostpointProcurement, Materials and Manufacturing

Wednesday, Nov 20 10:00am-11:00am

Tampa 3 Product Overview Phil Brownmiller

CP-111 Optimizing Costpoint Materials and Manufacturing To Meet Your Needs Wednesday, Nov 20 11:10am-12:10pm

Tampa 1-2 Best Practice Debra White

CP-83 Time to Go Mobile with Shop Floor Time Wednesday, Nov 20 11:10am-12:10pm

Tampa 3 Product Overview Cherise Smith; Roopa Kansagra

XPO XPO Hall Wednesday, Nov 19 12:10pm - 2:00pm

XPO Jonathan Davis; Bryce Behunin

CP-86 Project Account Groups, Sales Group Abbrevs and Inventory Abbrevs Wednesday, Nov 20 2:10pm-3:10pm

Emerald 6 Tips & Tricks Gary Brenning

CP-82 The Next Generation of Shop Floor Time Wednesday, Nov 20 2:10pm-3:10pm

Tampa 3 Product Overview Cherise Smith; Roopa Kansagra

CP-90 Procurement Planning and How it Supports Your Contractor Purchasing System Review Wednesday, Nov 20 3:20pm-4:20pm

Tampa 3 Best Practice Thomas Bouska

CP-116 What’s New with MES Wednesday, Nov 20 3:20pm-4:20pm

Tampa 1-2 Product Overview Jonathan Davis

CP-112 Deliver Real-Time Inventory for Manufacturing in Costpoint with Mobile Barcoding Wednesday, Nov 20 4:30pm-5:30pm

Gainesville 1-2 Best Practice Dustin Caudell; Tony Liguori

CP-84 Material Pricing Solutions Using the Cospoint Materials Estimating Module Wednesday, Nov 20 4:30pm-5:30pm

Tampa 3 Tips & Tricks Zachary Jackson

Celebrate Insight Wednesday, Nov 20 6:30pm - 10:30pm

EVERYONE!

Session Schedule - Thursday


Session Code Session Title TimeSlot Location Session Type Speakers

CP-68 Blockchain & Digital signatures = Legally Enforceable Costpoint Transactions

Thursday, Nov 21 8:30am-9:30am

Destin 1-2 Industry Trend Dmitri Tyles

CP-85 Inventory and Sales Orders, 2 Peas in a Pod


Tampa 3 Tips & Tricks Bryce Behunin

CP-94 Materials Planning Got You Down? Use MRP!


Naples 3 Product Overview

Jonathan Davis

Appendix


Vendor Management Lifecycle


Manage

Opportunities

Manage OCI

B&P Project

Initialization

Pre-Award

Manage

Contracts

Create

Purchase

Order

Project

Initialization

Manage

Subcontracts

Flow Down

FAR/DFAR

Contract

ManagementGovWin IQ

Create Work

Assignments

Create

Subcontractor

Invoices

Approve

Invoice and

Voucher

Record Labor

/ Exp

Subcontractor

Management

Flow Down

FAR/DFAR

Supplier Portal

Sub/Vendor

Confirms PO

Sub/Vendor

Generates

Ship Notice

Sub/Vendor

Generates

Invoice

Sub/Vendor

Responds to

RFP

Costpoint Procure to Pay Process


Enter Requisition

Workflow Approval

Assign Buyer

Requisition Processing

Supplier Portal

Send RFQ

Receive Quotes

Subcontracts Flow

Create Purchase

Order

Receive Items

Vendor Returns

Inspect Items

Accounts Payable Flow

Enter Vendor Invoice/PO Vouchers

Requisitions Quotes Purchase Orders Invoice

*Supplier Creates Quote Supplier

Approves

PO

*Supplier Creates

Invoice/Reconciliation

2 Way Match

*Supplier

Generates

Ship Notice

3 Way Match

*planned future functionality

Supplier Portal Demo - Microsoft · CP-92 What’s in Store for the Supplier Portal? Tuesday, Nov...

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