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PeopleSoft Enterprise SRM Purchasing:
Overview, 9.0 Update, and Beyond 9.0
Alexandra (Haytcher) Dhillon, Earnest Ivie
PeopleSoft Enterprise SRM Product Strategy Manager
The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into any
contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decisions.
The development, release, and timing of any
features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.
Agenda
• PeopleSoft Purchasing Release 9.0
Features
• Purchasing - Beyond Release 9.0
• Summary
New and Enhanced Features for
PeopleSoft Purchasing Release 9.0
• SRM Dashboard Enhancements
• Re-open and Adjustment of Closed Purchase Orders and
Requisitions
• Amount Only Requisitions
• Subcontracting Enhancements
• Purging and Archiving
SRM Dashboard
Collection of pagelets and metrics presenting
aggregated view of source-to-settle business process
for Buyers and Managers
Business
Insight
New for Release 9.0
• Expanded KPIs for buyers and managers
• Summary metrics at business unit level
• Supplier performance analytics pagelet
SRM Dashboard
Pagelets and Metrics in Release 9.0
SRM Dashboard
Drill Down Capabilities
Total Schedule Spend by Period
PO Spend by PO Date
Contract Spend by Period
(and Non-Contract Spend)
• Mouse over bar displays total amount, total # of
Schedules or POs
• Drill down to spend by business unit (Buyer’s view),
spend by Buyer (Manager’s view)
SRM Dashboard
PO Contract Spend by Period
Mouse over bar
indicates total dollar
amount and total
number of
schedules for period
71% for period 7/06, Total
Schedule Lines: 12
SRM Dashboard
Spend by Business Unit
Total Spend
by BU
SRM Dashboard
Spend by Business Unit
Filter and View
Schedules
Drill into PO
SRM Dashboard
Spend by Category / Spend by Vendor
Category
Spend
broken
down by
Vendor
SRM Dashboard
Supplier Performance Analytics
Existing Supplier Analytics
graphs added to dashboard
•
•
•
•
On time performance
PO/Receipt Quantity Performance
Quality Performance
Quantity Performance
SRM Dashboard
On-Time Performance Analytics
New and Enhanced Features for
PeopleSoft Purchasing Release 9.0
• SRM Dashboard Enhancements
• Re-open and Adjustment of Closed Purchase Orders and
Requisitions
• Amount Only Requisitions
• Subcontracting Enhancements
• Purging and Archiving
Re-Open Closed POs and Requisitions
• Prior to Release 9.0, can only re-open requisitions
and purchase orders from the last batch of the Close
Reconciliation process
• Release 9.0, re-open ANY previously closed
requisition or purchase order
• Specific transaction or based on selection criteria
• Reverts to last transaction status prior to Closing
• Useful when transaction inadvertently closed to early
Re-Open Closed POs and Requisitions
Specify
Transactions
to Re-Open
New and Enhanced Features for
PeopleSoft Purchasing Release 9.0
• SRM Dashboard Enhancements
• Re-open and Adjustment of Closed Purchase Orders and
Requisitions
• Amount Only Requisitions
• Subcontracting Enhancements
• Purging and Archiving
Amount Only Functionality
Prior to Release 9.0
• Amount only functionality existed for purchase orders
and contracts
• Allows multiple receipts against an amount based
purchase order
• Issue: Purchase orders created through eProcurement
and Requisitions must be intervened before being
dispatched and manually updated by Buyer
• Issue: Customers using amount only purchase orders
for services and progressive payments must manually
override Receipt Required option on PO
Amount Only Functionality
Release 9.0
• One of our customers’ top priorities
• Release 9.0, Amount Only option added to eProcurement
and Purchasing Requisition Line
• Flows through to purchase order
• Consolidation and Split Sourcing prohibited
• Business Unit option to automatically create amount only
purchase order lines with option Do Not Receive
Amount Only Functionality
Purchasing Requisitions
Amount
Only
indicator
available
• Requisition
Line Grid
•Requisition
Line Details
Amount Only Functionality
eProcurement Requisitions
Amount
Only
indicator
available
• Requisition
Line Details
New and Enhanced Features for
PeopleSoft Purchasing Release 9.0
• SRM Dashboard Enhancements
• Re-open and Adjustment of Closed Purchase Orders and
Requisitions
• Amount Only Requisitions
• Subcontracting Enhancements
• Purging and Archiving
Subcontracting Enhancements
• Support of subcontracting items that represent services
provided by vendor
• Added Contract Consumption for Pricing and Terms
• Streamlined the Completion of Operation Step on Receipt
Subcontracting Enhancements
Procurement Contracts
• Enables Flexible Pricing
• Take advantage of volume discounts
• Useful for long-term contracts where
prices don’t vary
• Support for both PO Type and
Blanket Type of Contract
Subcontracting Enhancements
Business Process Flow
Negotiate with
Subcontractor
Create
Production IDs
Purchase
Order
Send Items to
Subcontractor
Release
Production
Create
Contract
Create PO
Contract
Receive
Completions
and Scrap
Subcontracting Enhancements
Procurement Contracts
Subcontracting Enhancements
Receipt of Sub-contract
Subcontracting Enhancements
Details for Receipt of Sub-contract
New and Enhanced Features for
PeopleSoft Purchasing Release 9.0
• SRM Dashboard Enhancements
• Re-open and Adjustment of Closed Purchase Orders and
Requisitions
• Amount Only Requisitions
• Subcontracting Enhancements
• Purging and Archiving
Purging and Archiving
• Archiving solution “How To” guide for storing historical
Purchasing information
• Comprehensive document details …
• All Tables
• Order in which to archive
• Impact to other applications
New and Changed Features for
PeopleSoft Purchasing Release 9.0
• SRM Dashboard Enhancements
• Re-open and Adjustment of Closed Purchase Orders
and Requisitions
• Amount Only Requisitions
• Subcontracting Enhancements
• Purging and Archiving
Purchasing – Beyond Release 9.0
• Approval Framework
• RTV Streamline
• Close Short
• Miscellaneous Enhancements
• Use XML Publisher for ePro and PO Dispatch
• Contracts Enhancements
Approval Framework
Purchasing Requisitions, Purchase Orders, Vouchers
• Approval Framework Originally ePro Workflow, now in
PeopleTools
• Over 20 applications use Approval Framework today
(SRM, SCM, FIN, HCM)
• Post 9.0 – Integrate Approval Framework with
Purchasing Requisitions, Purchase Orders and
Vouchers
Purchasing – Beyond Release 9.0
• Approval Framework
• RTV Streamline
• Close Short
• Miscellaneous Enhancements
• Use XML Publisher for ePro and PO Dispatch
• Contracts Enhancements
Streamline RTV Processing
For Inventory Returns
• RTV Express Processing Option
• RTV Fulfillment Processing Option
• Notifications and Worklist Entries for RTV Processing
Purchasing – Beyond Release 9.0
• Approval Framework
• RTV Streamline
• Close Short
• Miscellaneous Enhancements
• Use XML Publisher for ePro and PO Dispatch
• Contracts Enhancements
Close Short
• Current Close Backorder functionality is only for
Stockless items. One PO Cannot contain Stockless
and Stock Items.
• Close Criteria Based on number of days past PO
Date.
• Some Interest in being able to Identify Any PO Line
for Close Short processing.
• Some Interest in Reviewing Lingering PO Schedules
and Identify the PO Lines that Could be Closed Short.
Purchasing – Beyond Release 9.0
• Approval Framework
• RTV Streamline
• Close Short
• Miscellaneous Enhancements
• Use XML Publisher for ePro and PO Dispatch
• Contracts Enhancements
Miscellaneous Enhancements
• Allow Comments to Pass from Requisition to MSR
• Dock to Stock Lead Time
• Receiving Enhancements
•
•
•
•
Improved Serial ID and Lot ID edits
Option to use Receipt Date as Currency Exchange Rate Date
Ability to Capture Multiple Pro Numbers for a receipt line
Display Total received and Open for PO Schedule
• Expand Category Description and Mfg Name to 60
Purchasing – Beyond Release 9.0
• Approval Framework
• RTV Streamline
• Close Short
• Miscellaneous Enhancements
• Use XML Publisher for ePro and PO Dispatch
• Contracts Enhancements
Use XML Publisher for ePro and PO
Dispatch
• Use XML Publisher to Dispatch ePro and PO
purchase orders
• Consolidated code-line for both – consistency!
• Configurable Template – easy to format PO Dispatch!
• Should new Dispatch process replace existing
popo005.sqr dispatch process? Or should we
continue to maintain both?
• Do you have requirements to use more than one
template/format for Dispatching a PO?
Purchasing – Beyond Release 9.0
• Approval Framework
• RTV Streamline
• Close Short
• Miscellaneous Enhancements
• Use XML Publisher for ePro and PO Dispatch
• Contracts Enhancements
Contracts Enhancements
•
•
•
•
Contracts by Category
Change Tracking on Contract
Versioning on Contract
Budget Check and Approve Requisitions using
Contract Price
• Ability to use Contracts on requisitions/purchase
orders for which price is not to be calculated
• Option to automatically default contract onto PO, and
onto Requisition
Purchasing – Beyond Release 9.0
• Approval Framework
• RTV Streamline
• Close Short
• Miscellaneous Enhancements
• Use XML Publisher for ePro and PO Dispatch
• Contracts Enhancements