Leveraging Features and Functionality in PeopleSoft 9 Leveraging Features and Functionality in PeopleSoft 9.2 to Address Common Supply Chain Management Pain Points 2017PSFT-102810 April Black Process Specialist MIPRO Consulting

Presenters 21 years PeopleSoft experience 9 years at PeopleSoft Consulting 31 years Supply Chain Management experience April Black Process Specialist April.Black@miproconsulting.com 317.523.8295 (M) 25 years information technology experience 19 years PeopleSoft experience 9 years working at PeopleSoft Larry Zagata VP Solution Deliver Larry.zagata@miproconsulting.com 989-964-8206 (M)

Agenda Presentation goals Common Pain Points Options Procurement User Experience Demo How MIPRO can help Q&A

Presentation Goals Goal 1: Highlight common pain points and business process deficiencies in supply chain that organizations may or may not know that they are experiencing in order to bring notice to these common issues.  Goal 2: Understand features and functionality in PeopleSoft 9.2 that can effectively address these issues and provide organizations the knowledge of their existence in order to create a path to improvement.  Take these concepts back to your organization and apply them to promote a better user experience leveraging PeopleSoft.

Common Organization Setting High volume of Procurement and Payables Centralized Procurement and Payables operations Years of upgraded or converted PeopleSoft Supplier and Item definitions Upgraded to PeopleSoft 9.2, but performed a “technical only” upgrade No new 9.2 features deployed No new Tools 8.5x features deployed No review of current Business Processes Implemented PeopleSoft with base functionality with intentions to add functionality in future phases Turnover in the organization Original project team has left the department/organization (Technical and Functional) User guides were not updated from the original implementation

Common Pain Points - Suppliers Supplier Definitions Suppliers no longer used Duplicate definitions Missing Tax ID, 1099 details Off-line Tracking Insurance Certificates, W9s, Certifications, etc.

Options - Suppliers Identify Suppliers that have not been used in xx months Inactive Supplier Process Query reports using the voucher supplier and remitting supplier Change the Supplier status to Inactive

Options - Suppliers Review remaining Suppliers Duplicate Supplier Process Query for missing W9s and TIN

Options - Suppliers Review Supplier Documents W9 Insurance Certificates Certifications

Common Pain Points - Items Items Definitions No longer ordered or issued UOM conversion issues UOM rounding issues Missing Manufacturer and Manufacturer part numbers Missing Supplier part numbers Item Special Pricing Tiered pricing Ship To specific Item Maintenance Adding new contract items Maintaining price updates

Options - Items Identify item that are not ordered or issued Query reports using the purchase order and inventory transaction history Unit of Measure UOM definitions for Inventory and Suppliers Round Up vs Natural Round

Options - Items Manufacturer and Manufacture part numbers Supplier part numbers Define special or restricted items to Ship To

Options - Items Define special item pricing to Ship To and UOM

Options - Items Define special item pricing to Ship To and Contract

Options - Items Scalable Item add volume – Item Loader IT Project to enable the Item Loader Integration Broker IT Project to deploy the Item Loader Excel upload template IT Project to deploy the Item Loader Excel price update upload template Within Healthcare – IT Project to deploy the GPO MFG price Excel price upload template

Common Pain Points – Open Purchase Orders Open Purchase Orders Do not qualify for PO Reconciliation Not Fully Matched Close Short Vouchered without using the PO Not monitored Due Dates are not accurate

Options – Open Purchase Orders Identify Open POs past the scheduled due date Query reports using the purchase order and PO matched shipped records Review the business process to monitor open orders and maintain accurate due dates Scalable - If the PO dispatched using an 855, consider using the 856 to automate the PO acknowledgement PO Change order process

Common Pain Points – Receipt Accruals Receipt accruals from receipts 3 months or greater Review the value of the monthly accrual Partially matched receipts remain in the monthly accrual Vouchers are matched without the receipt Receipts entered after the voucher is matched to the PO (EDI)

Options – Receipt Accruals Identify Unmatched and partially matched, non-inventory receipts Query reports using the purchase order and receipt records Review the voucher match rules related to receipts to ensure the match rules require the receipt Review the receiving business process Over receiving creates long-running receipt accruals Receiving PO Schedules that are not open Review the voucher credit memo processing – Adjustment vouchers check to Adjust Matched Values changes the receipt match status and the receipt is selected in the accrual again until the re-bill invoice is processed

Options – Receipt Accruals Utilize the Receipt Workbench to close receipts. Similar to the Buyer’s Workbench to close POs

Options – Receipt Accruals

Manage Contract Pricing Common Pain Points – Manage Contract Pricing Rely on Supplier to provide spend history per contract Managing tiered pricing contracts manually through buyer updates and Change orders Off-line process to track contract expiration and renewals

Options – Manage Contract Pricing Define Procurement Contracts with year to date spend targets Defined Procurement Contracts with tiered pricing Update the workflow approval to skip approval for lines with a Procurement Contract reference Track Procurement Contract spend per contract and per line Per contract line Per contract item category code Define the Procurement Contract expiration or renewal notification to multiple users, i.e. contract administer and business owner

Common Pain Points – Payment Request Off-line Check Request process Off-line Check Request approval process Difficult to ensure the approval is standardized to the Requisition approval workflow Manual paper process (in some cases)

Options – Payment Request On-line, standard AWE workflow approval process Mobile workflow approvals – minimize approval delays Tracked and reportable process Eliminate the manual voucher entry

Procurement User Experience

User Experience Dashboards Embeddable pagelets Work Centers Fluid Navigation Collections Pivot Grid Tiles Simplified Analytics Drilling URL’s

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