• eProcurement• Web like Shopping experience• Mobile Interface• Role based Actions
• Purchasing• Split PO based on ‘Ship to locations’• Procurement Groups
• Payables• WorkCenters and Dashboard
• Inventory• Supply and Demand Dashboard
• Supplier Administration• Online supplier Onboarding• Registration Dashboard• Supplier hierarchy• Financial Audit trail
9.2 High Impact Features….
• Simplified User experience
• Increased portability
• Streamlined Procurement processes
• More power to operational users
• Increased Buyer productivity
• Improved supply base management
• Access to operational metrics. Ability to make Smarter Decisions.
Simplified User Experience-eProcurementCheckout to
Save and Submit the requisition
Value• Simple consumer-like
shopping experience• Online shopping interface
ensures rapid deployment and adoption.
• Easy menu navigation• Saves time and increases
productivity
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eProcurement Mobile Features
Allows users to view recently ordered items, search for catalog items (via SES), add items to shopping cart and create requisition on the go from a mobile device
Value:-• Delivers High Degree of Portability for
Access Anytime and Anywhere• Easier for IT teams to deploy and
administer a low cost solution for their end users
• Supports the full expense lifecycle for employees and managers
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Role actions are pre-grouped into role action categories. Role action categories are pre-associated with transactions. Requisition related role actions have been categorized into 6 functional categories.
Role Action Categorization
Unlike earlier where roles were assigned to an action, in this release we assign actions to a role. For each role action, the administrator is able to select, via a dropdown list how the action appears to the user.
ValueNew role actions facilitate the accessibility to specific functionality within create requisition functionality.
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Role Action Categorization
This page lists out all the predefined role actions delivered, as well as their default action controls. You cannot modify the data.
Use Roles Assigned page to manage role actions and role action categories for each role that is associated with each transaction.
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Purchasing- Auto Numbering Options Setup
It leverages the existing Auto numbering page to define a three-digit alphanumeric starting sequence for defining IDs assigned to purchase orders, requisitions, receipts, returns to supplier, procurement and supplier contracts, and master contract transactions.
Value:-Flexibility to assign unique starting sequences for different types of transactions to improve tracking and reporting.
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The PO Calculations process will separate out POs by unique Ship To Location if the related Supplier / Business Unit setting indicates to do so
Purchasing-Split Purchase Orders by ShipTo
Value:Option to automatically Split POs based on the purchase order schedule’s ShipTo location. This allows flexibility for suppliers who are unable to process purchase orders that are to be delivered to multiple scheduled ShipTo locations Home
Creating Online PO’s-PO will be restricted to 1 Ship to Location by default or it can be overridden to retain multiple Ship to Locations
Purchasing-Split Purchase Orders by ShipTo
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Sourcing Workbench:- Sourcing programs create separate purchase orders for each unique Ship To location
Purchasing-Split Purchase Orders by ShipTo
Requisition with 2 lines having different Ship to Locations
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Purchasing-Procurement Groups
Create a procurement group ID for each asset, or item grouping, that you want to create.
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AP WorkCenter
Value:- • Configurable by organization and by
function to support a wide range of requirements.
• Centralized access to relevant data • Increased user productivity• One stop shop for all user tasks• Power to Operational Users
My WorksLinks accessed on a daily
basis, alerts and exceptions
LinksLinks to pages or other areas of interest to the
user role
QueriesLinks to Query Manager,
public and private queries and pivot grids
ReportsLinks to reports,
processes,and the Reporting
Console
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AP Dashboard
Value:-• Access to operational metrics• Interactive analytical grids for Data
Analysis capability• Real time slice/dice of financial data
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• A 5-step process, to design how the page is displayed to the user. Pivot Grids can be added as pagelets (on a user’s Home page) and to the Queries tab in a WorkCenter.
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Supply and Demand Dashboard configuration
Click on ‘No’
• Click on Chart/Search Links->Manage Chart Search.
• Enter a template ID• Configure the analytics• Save the Template
• Go to Supply/Demand dashboard User Config
• Select the template saved above.• Save
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Online Supplier Onboarding- Registration
Existing suppliers access self-registration pages to add a new user account through the supplier portal. New bidders and new suppliers can access online registration through a URL provided in an email invitation. Internal users can access online registration pages through the employee portal.
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Registration Dashboard
3 delivered Pivot Grids-• Registration by Product
Categories• Registration by Status• Registration by Classification
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Supplier Hierarchy Value• Highly configurable
hierarchy nodes allow rollup displays based on organizational needs.
• Rollup of Supplier Exposure
• Information driven business decisions
• Related Actions can be taken from within the same page
Related ActionsHome
Customer Hierarchy
Value• Provides transparency to
open balances for corporate and subsidiary customers
• Visibility into total receivables for the customer
• Information driven business decisions
• Related Actions can be taken from within the same page
Related Actions Home
Financial Audit trail for Suppliers
Specify the fields that are critical to your supplier change tracking
Value:-• Increase accountability• Tracking of control data
changes• Real time access to Audit
Results
Enable audit tracking for the Supplier. Specify the Template Id
A complete audit history of who made changes to the supplier master and when those changes were made
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Financial Audit trail for Suppliers
Value:-• Supplier name changes are an ongoing challenge
with the supplier maintenance• The tracking history shows the name for the
supplier as of the effective date of the tracked change
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Financial Audit trail for Suppliers
Specify the fields that are critical to your supplier change tracking
Value:-• Increase accountability• Tracking of control data
changes• Real time access to Audit
Results
Enable audit tracking for the Supplier. Specify the Template Id
A complete audit history of who made changes to the supplier master and when those changes were made
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Financial Audit trail for Suppliers
Value:-• Supplier name changes are an ongoing challenge
with the supplier maintenance• The tracking history shows the name for the
supplier as of the effective date of the tracked change
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Configure the search criteria based on the SetID with which the Change list is defined. The user can specify a field andassociated value to be modifiable or read only.
Change values on multiplefields for a group of itemswithin a SetId and/or acrossbusiness units
Inventory 9.2- Item Change Templates Users are able to use the item change templates to specify the new item attribute values to be used in the change activity, the selection criteria to be used to select the items or item groups for the change, and initiate the change process in just a few steps.
Strategic Sourcing Enhancements
Filter Criteria for Event Workbench filters out all events with a status of Awarded, Not Awarded, or Canceled.
Configurable Bidder Search Criteria Added organizational information to the search criteria.
Strategic Sourcing – Bidder to Supplier Conversion
Value:It gives buyers the advantage of leveraging existing bidders in the system without manually keying in the new supplier; and the system also automatically tracks that the bidder is now a supplier in the system.
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