PeopleSoft eProcurement Overview and Best Practices: You don’t have to be a Pro to use ePro Steve Morgan PeopleSoft SRM Product Management Director

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PeopleSoft eProcurement Why you don’t have to be a Pro to use ePro Flexible content management capabilities Focus on usability and configuration Fully Integrated to Purchasing, Inventory, Financials Mobile Access

PeopleSoft eProcurement Why you don’t have to be a Pro to use ePro Flexible content management capabilities Focus on usability and configuration Fully Integrated to Purchasing, Inventory, Financials Mobile Access

PeopleSoft User Experience 2011 2013 2002 2000 1997 1994

Why should you care about Usability? An application is usable when: the user knows what to do and when to do it the user feels they are in control the app can be configured for the user’s needs Benefits to your business Increased user productivity Decreased training and support costs Increased customer satisfaction

Usability and Configuration Release 9.1 and Before Role Actions Simplify steps for a novice user Enables users to add adhoc approvers before / after submitting a requisition Allows approvers to place requisitions on hold Controls whether requesters use Desktop or Purchasing receiving Control whether multiple comments and ship-to comments are available on the requisition

Usability and Configuration Release 9.1 - Embedded Help Select information icon available on group boxes, grids, or scroll bars of an application page Displayed in modal window Create, edit and deliver your own related content Release 9.1 Bundle #15 (Feature Pack 2)

Usability and Configuration Release 9.2 - Intuitive eProcurement Requisition New look and feel Facets New Role Actions Search Preferences

Usability and Configuration Release 9.2 - Configurable Navigation Hide unnecessary menu options for a role Rename labels to suit your business Set the initial page for your user

Configurable User Interface Release 9.2 - Enhanced Role Actions Use Role actions to control which roles in the system can take specific actions Role actions are broken down by transaction type Very flexible way to control flow of requisition by role as well as what the user can see and actions they can take Several new Role Actions in Release 9.2

Release 9.2 - Usability and Configuration Demo

PeopleSoft eProcurement Why you don’t have to be a Pro to use ePro Flexible content management capabilities Focus on usability and configuration Fully Integrated to Purchasing, Inventory, Financials Mobile Access

Multiple Content Management Options Maximize Coverage and Minimize Costs Internal Catalogs Maintain items within PeopleSoft Item Master (useful for Inventory and Contract items) Express Items (enhanced for Release 9.2) Loaded through Catalog Management, NOT maintained within PeopleSoft Item Master Supplier Punchout (Supplier Hosted Catalog ) From eProcurement Requisition, punchout to Supplier website to search and select items. Finalize order within ePro Transparent Supplier Punchout (new for Release 9.1, FP2) Within eProcurement Requisition, search external supplier information and return a list of supplier items based on the search term entered. Useful for comparison shopping and consistent user interface Marketplace Punchout (Hub Catalog) From ePro, punchout to Marketplace of multiple Supplier content, search and select items. Finalize order within ePro Transparent Marketplace Punchout (new for Release 9.1, FP2) Within eProcurement Requisition, search supplier marketplace content and return a list of supplier items based on the search term entered. Useful for comparison shopping, consistent user interface and reducing integration points

Content Management Catalog Management - Streamlined upload of Supplier Catalogs A new quick load catalog process has been developed which allows for a one step loading of the catalog file straight to Catalog review and Approval if there are no errors. One step upload from external file to review

Content Management Catalog Management - Streamlined upload of Supplier Catalogs As the Catalog information is being uploaded into the system, a new upload lifecycle is displayed showing where the catalog is currently at (In Review, in Approval , in Production or Uploaded to Purchasing) Upload ‘lifecycle’ tracking and drilldown

Content Management Catalog Management - Streamlined upload of Supplier Catalogs If there are any errors (such as invalid data formats or invalid items etc) the error icon will clearly denote that and allow for drilling down into the error details. Any errors can now be fixed directly online without having to go back to the original file attachment, fix the rows and re-upload making this a much easier process. Fix errors directly online

Content Management Search across internal and external catalogs Supplier Internal Catalogs Favorites Supplier Supplier Third Party Marketplace Templates Supplier Services Supplier

Content Management Transparent Punchout Punchout Marketplace Integration Transparent Punchout Punchout Local Catalogs (Vinimaya) Vinimaya vMarketPlace Supplier Punchouts .

Content Management Release 9.1 – Transparent Punchout View Internal and External Supplier Catalogs all within eProcurement Release 9.1 Bundle #10 (Feature Pack 2)

Punchout and Transparent Punchout Demo

PeopleSoft eProcurement Why you don’t have to be a Pro to use ePro Flexible content management capabilities Focus on usability and configuration Fully Integrated to Purchasing, Inventory, Financials Mobile Access

Integration – Manage Requisitions 360-degree view of the entire Procure to Pay cycle Track the full business cycle of requests View entire approval process View remaining pre-encumbrance balances new in release 9.1 View resulting purchase orders View material stock requests new in release 9.1 Access online receipts and view receipt history View PO Acknowledgment and ASN’s new in release 9.1 Copy and cancel requisitions Issue change requests Return items to suppliers for credit, exchange, or replacement Example from Release 9.1

Manage Requisitions Demo

PeopleSoft eProcurement Why you don’t have to be a Pro to use ePro Flexible content management capabilities Focus on usability and configuration Fully Integrated to Purchasing, Inventory, Financials Mobile Access

Mobile Access Mobile eProcurement and Approvals Deliver an intuitive consumer shopping experience Provide a viable Marketplace strategy

Mobile eProcurement and Approvals demo

For More Information The PeopleSoft Information Portal All your PeopleSoft information and training resources in one convenient location. www.peoplesoft92.com or www.peoplesoftinfo.com

Learn more about Supplier Contracts and Strategic Sourcing in Release 9.2… Art of the Possible in PeopleSoft Advanced Procurement Solutions Wednesday 3:30 Moscone West Room 3024 Alexa Dhillon, Oracle Kevin DioQuino, Lowe’s Session CON9035

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