1. Getting Started With Supplier 360
102690
Stephanie Merenda
Sr. Solutions Consultant
SmartERP Solutions

2. Agenda Intro to Supplier 360 Set Up Navigating through Supplier 360
Pagelets Explained
Transaction Wheel
For Your Consideration

3. Supplier 360
Introduced in Upgrade Image 10, part of the Supplier Lifecycle Management initiative in PeopleSoft Release 9.2 Financials and Procurement
Offered only with an Accounts Payable or Purchasing license

4. Supplier 360
Based on PeopleSoft’s Configurable Analysis Framework (CAF)
Allows administrators to use a common framework to design end-user pages and what data to display
Supports comparison and analysis modes to compare entities such as suppliers or customers or to focus on one entity at a time
You can save your selections to recall it again later or share it with other users

5. Supplier 360 Two versions provided Single Supplier Analysis
A single point which provides data and metrics for a single supplier
Supplier Compare
Provides side by side view of 2 or more suppliers
Allows easy comparison of the same metrics and data across suppliers

6. Supplier 360 Set Up

7. Set Up
You can use the System defined Analysis Configuration, which is set up to show all predefined transactions and metrics currently supplied by Peoplesoft
You can optionally configure your own to include/exclude transactions and metrics pertinent to your enterprise
Development can create additional Factor Types such as queries, Pivot Grids, or links to existing classic components that are not provided in the standard delivery

8. Set Up
To create a User Defined Analysis Configuration, navigate to Set Up Financials/Supply Chain > Common Definitions > Configurable Analysis > Analysis Configuration
Click on the Search button to view the list of existing System Analysis Types

9. Set Up
Select the SUPPLIER_360 Analysis ID

10. Set Up
The set up for the system defined Supplier 360 set up will be displayed Click on the Copy Configuration To… button to copy the system set up You can make modifications to the set up to add/delete options to configure the views to the information of interest to your enterprise

11. Set Up
Type in the name of your user defined Analysis Configuration, then click OK

12. Set Up
Click on the Active check box to make the user defined configuration active. Save your entry.
When you save, you’ll get a message stating that only one configuration will be active. You’ll need to inactivate the system configuration in subsequent steps
Next, click on the Set up Access Control Button.

13. Set Up Verify that all factors and actions are enabled.
You can make the access level Public, which will give access to all users, or you can restrict by USERID or Role

14. Set Up
Once the User defined configuration is saved, navigate back to the Search criteria and select the System defined Supplier_360 Configuration

15. Set Up
Uncheck the Active checkbox to inactivate the system definition, then save the changes.

16. Set Up
To see the eSettlements metrics, you need to first register your suppliers as an eSettlement supplier Navigate to eSettlements > Supplier Information > Review Supplier Details Click on the Create a New Supplier Tab and select Register an existing supplier

17. Set Up
Enter the Supplier ID and click on the Search button

18. Set Up
The information about the vendor will be displayed Add Required Information Save the record to add the vendor

19. Navigating Supplier 360

20. Navigation
Navigate to Suppliers > Supplier 360 Enter the Supplier information for the supplier you’d like to review Click Search to see the list from which to choose

21. Navigation
The list of Suppliers that match your criteria will be displayed in the grid below. If you have selected a specific supplier, you might still need to select based on the Supplier’s location

22. Actions shows Related Links
Navigation
The Related Actions link allows you to perform updates and maintenance to the supplier record
Actions shows Related Links

23. Navigation Click on the Supplier 360 icon to view the dashboard
Click here!

24. Navigation
Once the information for the supplier has been gathered, the various paglets of information will be displayed

25. Vendor Related Actions
Navigation
You can click on the next to the vendor name to see a list of related actions. You can click on one of the options to transfer to view additional information or transactions for the supplier
Vendor Related Actions

26. Navigation
Click on the Metrics to add or delete metrics or change the date range for the information provided

27. Navigation
To add additional metrics or transactional information, click on Choose Displayed Metrics Select the metric from the list and drag it to an empty space on the desktop

28. Navigation
Save
Once you’ve configured your View, you can save it so that the view can be reused.

29. Navigation You can make a view public or delete existing saved views
Edit
You can make a view public or delete existing saved views

30. Navigation
You can send a link to the view by clicking on the envelope icon in the upper right corner

31. Compare Analysis Option
Navigation
Compare Analysis Option
Click on the Compare icon to select one or several suppliers to compare metrics

32. Navigation
Click on the Choose Displayed Suppliers

33. Navigation
The list of available suppliers will appear. Drag the selected supplier’s name to the box on the right Click OK when done selecting

34. Navigation
Choose which metrics you wish to compare. Drag your selection to the right under the Selected box Click OK when you are done making selections

35. Navigation
The side by side comparison will automatically be created You can save your comparison to view again at a later date or to share with other users

36. Pagelets

37. Pagelets
Supplier Information provides basic, general information for the Supplier

38. Pagelets
Match Exception Analysis Displays a Pivot Grid based on a query of all the rule exceptions for a Supplier Click on a section of the piechart and click on the Detailed View to access the Drilldown Page

39. Pagelets
Detailed View Displays a Pivot Grid based on a query of all the rule exceptions for a Supplier Click on a section of the piechart and click on the Detailed View to access the Drilldown Page

40. Pagelets
Match Exceptions Analysis Drilldown Use the Related Actions link and click on the Match Exceptions button to view the supplier Exception Rules page

41. Pagelets Match Exception Supplier Exception Rules
Click on the Details icon to see additional information about the rule and the voucher in error

42. Pagelets Match Exceptions Details
Displays vouchers that violated matching rule

43. Pagelets
Top 10 Non Contract Category Displays top 10 item categories based non-contract PO spend Only non contract spend is included Click on the graph to view details on the drilldown page

44. Pagelets
Top 10 Non Contract Categories View details for the pivot grid

45. Pagelets
Top 10 Category Spend Displays top 10 categories based on PO spend in the categories (contract and non-contract) Can optionally change filters to view different cuts of data

46. Pagelets
Top 10 Category Spend Click on the pie or chart to view the details of the categories

47. Pagelets
Top 10 Non Contract Items Displays the top 10 Items based on PO spend in those categories Only non contract spend is included Click on the graph to view details on the drill down page

48. Pagelets
Procurement Spend Analysis Displays contract vs non-contract spend Click on the Merchandise amount or the graph to view details on the drilldown page

49. Contract Spend Displays contract release amounts from a contract perspective. All active contracts are included, but only released lines and categories within those contracts are included in the analysis Click on an amount to view details on the drilldown page
Pagelets

50. Pagelets
Contract Spend Click on Actions to drill down to Contract, Document Status or Events

51. Pagelets
Procurement Obligations Displays PO spend for both contract and non contract POs over time Click on the graph to view details on the drilldown page

52. Pagelets
Voucher Status Displays a pivot grid based on a query of BU, Voucher Style and voucher Status for the supplier Click on a value to access a detailed view and drilldown to the details of a voucher Related Actions allows you to update the voucher and view the voucher summary page

53. Pagelets
Liability Exposure A pivot grid based on a query that selects all the liability exposure values for a supplier for a business unit Click on a column or a value in the grid to access the Detailed View to see details of the liability exposure by BU Related Actions link allows you to access Maintain Supplier or view Vouchers

54. Pagelets Discounts Lost/Taken Available through eSettlements
Displays pivot grid based on a query that summarizes all the discounts lost and taken for the date range and supplier
You can click on the graph to access the detailed view on a drill down page

55. Pagelets
Proposals Offered Available through eSettlements Displays list of proposals offered with their status and dates of creation and expiration Click on the Proposal ID to open the Manage proposals page and view details of the associated invoices Click the Details Link to view Invoice Details

56. Pagelets
Invoice Disputes Available through eSettlements Displays a list of invoice which are in dispute along with invoice total and dates Click on the Invoice Number to open the Review Invoice Disputes page to view payment details along with the reason for the hold

57. Pagelets Recent Payments Available through eSettlements
Displays a list of invoices for which payments have been made along with payment date and amount
Click on the Payment Reference to open the Payment Information – Payment Reference page to get complete details

58. Pagelets Recent Invoices Available through eSettlements
Displays list of recently created invoices along with date created, due date, payment status and approval status
Click on the Invoice Number to open the Review Invoices – Invoice Cycle page to view details of the payment

59. Pagelets
Supplier Rating From Supplier Information

60. Transaction Wheel

61. Transaction Wheel
Transaction Wheel Displays up to 9 transaction categories for a supplier, dependent on the products installed Payments Vouchers Returns Receipts POs Service Work Orders Procurement Contracts Sourcing Events Requisitions

62. Draft Transaction Wheel
Transaction Wheel The global search parameters defined for the Supplier 360 View are used to determine the results The default search criteria of SetID, Supplier ID and date range can be modified Each transaction page opens a new window and displays data only if data matching the search criteria exists
Draft

63. Draft Transaction Wheel
Transaction Wheel In the search results a defined list of related actions will be displayed for each transaction. The type of related actions depends on the transaction state for the selected transaction You can navigate to the corresponding page that will open
Draft

64. Transaction Wheel
Requisitions Displays requisition information for the supplier Search Criteria section will be collapsed by default, you can expand the section to modify the search criteria The search results displayed is controlled by row level security defined on the Security Options page in Set up Financials/Supply Chain as well as user authorization for the page

65. Transaction Wheel
Change Search Criteria

66. Transaction Wheel
Related Actions

67. Implementation Considerations

68. Draft Implementation Considerations Performance Security Known Issues
Some Queries running real time
Pagelets refresh with every change
Security
Who should have access to detailed data
Known Issues
US/UK date format
300 row limit
Draft

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