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Streamline Your Procurement Process with PeopleSoft eProcurement 9.2
Dennis Hyde Steve Morgan SRM Product Strategy Oracle Relationship PeopleSoft Manager September Vinimaya This is a Title Slide with Picture slide ideal for including a picture with a brief title, subtitle and presenter information. To customize this slide with your own picture: Right-click the slide area and choose Format Background from the pop-up menu. From the Fill menu, click Picture and texture fill. Under Insert from: click File. Locate your new picture and click Insert. To copy the Customized Background from Another Presentation on PC Click New Slide from the Home tab's Slides group and select Reuse Slides. Click Browse in the Reuse Slides panel and select Browse Files. Double-click the PowerPoint presentation that contains the background you wish to copy. Check Keep Source Formatting and click the slide that contains the background you want. Click the left-hand slide preview to which you wish to apply the new master layout. Apply New Layout (Important): Right-click any selected slide, point to Layout, and click the slide containing the desired layout from the layout gallery. Delete any unwanted slides or duplicates. To copy the Customized Background from Another Presentation on Mac Click New Slide from the Home tab's Slides group and select Insert Slides from Other Presentation… Navigate to the PowerPoint presentation file that contains the background you wish to copy. Double-click or press Insert. This prompts the Slide Finder dialogue box. Make sure Keep design of original slides is unchecked and click the slide(s) that contains the background you want. Hold Shift key to select multiple slides. Apply New Layout (Important): Click Layout from the Home tab's Slides group, and click the slide containing the desired layout from the layout gallery. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Restricted to event use only.
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PeopleSoft eProcurement
A ‘best in class’ eProcurement system should: Provide Mobile Access for key transactions Focus on usability and configuration Provide deep integration to the Procurement and Financial systems Allow flexible content management capabilities 2
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PeopleSoft eProcurement
A ‘best in class’ eProcurement system should: Focus on usability and configuration 2
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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 user satisfaction
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PeopleSoft eProcurement – Usability and Configuration
Simple and Intuitive ‘Amazon’ Experience Easily Configurable User Personalization 2
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PeopleSoft eProcurement – Usability and Configuration
Post 9.2 enhancements include: Custom Fields Floating Cart Total Inventory Quantity Mouse-over Auto expansion of Accounting lines Ship Via and Freight Terms 2
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eProcurement Desktop Demo
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PeopleSoft eProcurement
A ‘best in class’ eProcurement system should: Allow flexible content management capabilities 2
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eProcurement - Content Management Options
Internal Catalogs – Customer Owned Maintain items within PeopleSoft Item Master (useful for sourcing from local stock) Catalog Management allows streamlined upload of catalogs to PeopleSoft Supplier Punchout (Supplier Hosted Catalog) - Customer Owned From eProcurement Requisition, punchout to Supplier website to search and select items. Add to cart Transparent Supplier Punch-out (new for Release 9.1, FP2)- Customer Owned 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 Punch-out (Hub Catalog) – Marketplace Owned From ePro, punch-out to Marketplace of multiple Supplier content, search and select items. Finalize order within ePro © 2013 Oracle Corporation – Proprietary and Confidential
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eProcurement - Content Management Options
Transparent Marketplace Punch-out (new for Release 9.1, FP2) – Marketplace Owned 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 © 2013 Oracle Corporation – Proprietary and Confidential
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Marketplace Overview What is a Marketplace ?
A Marketplace is a centralized hub that: Maintains multiple Supplier catalogs stratified by Customer, business entity Maintains pricing and contract information by Customer Takes ownership of the Supplier connectivity, onboarding and loading of ongoing catalog or pricing changes Provides ongoing services including adding new Suppliers, resolving connectivity issues, etc. Marketplace Overview What is a Marketplace ? Oracle Confidential – Internal
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eProcurement - Content Management Options Why a Marketplace ?
Many customers are looking for a Marketplace solution especially in our key industries: Healthcare, Higher Ed and Public Sector: Each industry has a very large and diverse number of Suppliers so they can outsource the burden of maintaining Supplier connectivity and ongoing loading of Supplier catalogs into PeopleSoft Ability to search across multiple Supplier catalog lists at the same time without having to connect individually to those Suppliers Easily hook into an existing network of qualified Suppliers who are already connected to the Marketplace Prevents maverick spend by enforcing catalog security Guides users to certain items (in stock, preferred vendors) through guided buying logic © 2013 Oracle Corporation – Proprietary and Confidential
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eProcurement - Marketplace Solution Partners
Public Sector, Higher Education Healthcare © 2013 Oracle Corporation – Proprietary and Confidential
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vMarketPlace Standard PeopleSoft Integration
Dennis Hyde Oracle Relationship Manager
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vMarketPlace Standard PeopleSoft Integration
. Vinimaya vMarketPlace Local Catalogs Supplier Punchouts Content Sources Mobile Access Affiliated Entities
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PeopleSoft Transparent Punchout Integration
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PeopleSoft Transparent Punchout Integration
Local Catalogs (Housed in Vinimaya) Vinimaya vMarketPlace Supplier Punchouts P-Card Excel Export ERP Checkout Local Catalogs (Housed in E-Business Suite or PeopleSoft) . Supplier Catalogs Affiliated Entities
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PeopleSoft Transparent Punchout Model
Search terms are entered directly in the eProcurement search box. Vinimaya operates transparently in the background conducting the searches against all catalogs simultaneously and displaying the results back eProcurement.
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PeopleSoft Transparent Punchout Model
With Transparent Punchout searches are Done directly from within the eProcurement with the Vinimaya results from all catalogs displayed in the eProcurement requisition.
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Vinimaya vMarketPlace Benefits
Maximize Spend Under Management Optimize Your PeopleSoft Investment Cross Catalog Search Extend Contracts to Affiliated Entities Your Suppliers Your Items Your Prices Vinimaya vMarketPlace Support Business Units - Roles Price and Feature Comparison Catalog Management Drive Preferred and MBE Spend Identify Price and Product Creep
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For more information please contact:
Dennis Hyde Oracle Relationship Manager
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eProcurement Marketplace Integration Demo
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PeopleSoft eProcurement
A ‘best in class’ eProcurement system should: Provide deep integration to the Procurement and Financial systems 2
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PeopleSoft eProcurement – Integration
Integration from eProcurement to other modules Real time Inventory availability Real time budget checking Ability to override line shipping and accounting information within the requisition Asset and Project Integration Change management - ability to change the requisition once it has been sourced Deep Services Procurement functionality Manage Requisitions lifecycle integration 2
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PeopleSoft eProcurement – Manage Requisition
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PeopleSoft eProcurement
A ‘best in class’ eProcurement system should: Provide Mobile Access for key transactions 2
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PeopleSoft Fluid User Interface
What Is It PeopleSoft Mobility on Any Device New Online Desktop Experience Native Tablet/Phone Experience Optimized Across Multiple Form Factors HTML5/CSS3 PeopleSoft Pages End User Personalization Single, Merged Solution Across PeopleSoft Why You Care Simple and Intuitive to Use Lower Training Costs Easy to Provision and Deploy Seamless User Experience Across Platforms Consistency Across PeopleSoft and Oracle Uses Existing PeopleSoft Tool Set Delight Your PeopleSoft Users Restricted to event use only.
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Over time, expand Fluid UI to include Power Users
Investment Strategy An Intuitive, Simplified User Experience and Mobility for More Users Classic UI Focus Primary Device: Desktop Fluid UI Focus Primary Device: Mobile Power Users Casual Users Executives Over time, expand Fluid UI to include Power Users
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Planned PeopleSoft Fluid UI Deliverables
Planned for 2014 Planned PeopleSoft Fluid UI Deliverables PeopleSoft FMS/SCM 9.2 Employee Self-Service Homepage eProcurement Requisition Travel Authorization Employee Status Reporting Expense Reporting Time Entry Approvals Procurement Operations Homepage Supplier Watch List Purchase Order Spend Requisition Cycle Times Project Manager Homepage Project Profit Margin View My Project Team View Resource Locator Project Financials Cash Manager Homepage Overdrawn Account View Liquid Position View Investment and Debt Mix View Available Balance v. Forecast by Bank View Landing Pages Employee Self Service Project Manager Cash Manager Procurement Operation Level 2 and level 3 drill down from the landing pages Project Profit Margin, My Project Team, Resource Locator, Overall Project Health, Project Unbilled Cost WIP, Project Financials, Overdrawn Account, Liquid Position, Today’s Top Payment, Investment and Debt Mix, Available Balance vs Forecast by Bank, Supplier Watch List, PO Spend, Requisition Cycle Times, Procurement Activities etc. Transactions Travel Authorization Requisition on the phone Maintenance Service Request Employee Status Reporting Existing Mobile Transactions (Re-styled to match FUSE+) Expense Report Time Entry Requisition on the tablet Approvals (Unified Approval across HCM and FSCM)
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eProcurement Mobile Apps using Fluid Technology Demo
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Get Connected and Stay Informed
Key PeopleSoft Information Sources PeopleSoft Information Portal PeopleSoft YouTube Channel Social Media @PeopleSoft_Info Oracle PeopleSoft Page Oracle PeopleSoft Development Group Blogs Click Images For More Information Restricted to event use only.
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PeopleSoft Oracle OpenWorld @ Westin Market Street
Key Sessions (45 minutes each) Session Time Room Meet the Oracle Procurement Experts Wednesday 10:00 AM Metropolitan III Mobile Inventory: This Is Not Your Father’s Oldsmobile Wednesday 2:00 PM Olympic PeopleSoft Procurement Contracts and PeopleSoft Supplier Contract Management Wednesday 4:00 PM Meet the PeopleSoft Financials, Asset Management, Procurement, and Projects Experts PeopleSoft Talk Live! Interactive Discussion with PeopleSoft ERP Thought Leaders Thursday 9:00 AM PeopleSoft Supplier Lifecycle Management for Improved Management and Compliance Thursday 11:30 PM Question 4 8:53 move to 9:53 Oracle Confidential – Restricted
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Questions and Answers This is a Section Header with Picture slide ideal for including a picture with a brief title and optional subtitle. This slide can also be used as a Q and A slide. To customize this slide with your own picture: Right-click the slide area and choose Format Background from the pop-up menu. From the Fill menu, click Picture and texture fill. Under Insert from: click File. Locate your new picture and click Insert. Oracle Event Usage Only
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Oracle Event Usage Only
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