PeopleSoft FSCM 9.2Reduce Indirect Spend and Procure to Pay Costs with PeopleSoft FSCM 9.2

• 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

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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 SetupIt 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 Home

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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Pagelets for the WorkCenter

Configuring Pagelet content for each WorkCenter

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Edit Configuration of the WorkCenters

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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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Edit Configuration of the dashboards. Select the pagelets to appear on the Dashboard.

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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 configurationClick 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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Supply and Demand Dashboard

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Online Supplier Onboarding

Define Profile Questions

Define Terms and Conditions

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Online Supplier Onboarding- Templates

Registration Templates for BIDDER, SUPPLIER and USER.

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Online Supplier Onboarding- System Setup

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Online Supplier Onboarding- RegistrationExisting 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 Actions Home

Customer HierarchyValue• 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

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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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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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Inventory

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.

Run Item Change Process to implement the changes

Inventory 9.2- Item Change Templates

Strategic Sourcing

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.

Thank You