2/24/2018 © SpearMC Consulting 1 © 2018 SpearMC Consulting PeopleSoft FSCM v9.2 Supplier Portal and eSupplier Connection Module Presented by: Keith Harper, SpearMC Consulting February 22nd, 2018
2/24/2018 © SpearMC Consulting 1 © 2018 SpearMC Consulting
PeopleSoft FSCM v9.2 Supplier Portal and eSupplier Connection
Module
Presented by: Keith Harper, SpearMC Consulting
February 22nd, 2018
© 2018 SpearMC Consulting
Presenters
2
Practice Director, Supply Chain SpearMC Management Consulting [email protected]
Keith Harper
Senior Consultant, PeopleSoft FSCM SpearMC Management Consulting [email protected]
Stephen Hjelmstad
© 2018 SpearMC Consulting
Safe Harbor Statement
3
I am not Technical…..
Developers please refrain from trying to stump the presenter…….
……or you will be escorted from the building.
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Problem Statements…..
• Internal • Business: I’m not sure of our process to on-board a potential supplier?? • AP / Purchasing: Tracking / Updating Supplier information takes to much
time • AP / Purchasing: We get to many phone calls from suppliers requesting
information • Purchasing: We have to many suppliers and need to have better control on
our supplier qualification process
• For New / Potential Suppliers • How do I register to be a new supplier with your company? • The on-boarding process is taking to long • How do I communicate all of the goods and services I can provide? • What are the criteria to qualify as a new supplier • How do I update my supplier information
• For existing Suppliers • How do I update my supplier information? • What is the status of my invoice, payment, Sourcing Events • Can you send me a copy of a document: PO, Contract, etc.
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Supplier Portals are….
• External web interfaces for collecting and displaying information pertinent to most day to day supplier interactions
• Typically include functionality for qualifying and on-boarding new suppliers
• Facilitate Vendor Self-service and serves as a single access point for current vendors to update their information
• Provide suppliers with Real-Time Document status: RFQ, PO, Voucher, Payment etc..
• Allow for suppliers to respond to Bidding Events, RFQs, Enter or Upload invoices
• Can sometimes support invoice dispute resolution interactions…
• Provide 24x7 Access vs. Standard M-F, 8-5
• Provide automated and consistent means to communicate to supplier base
• Provide a platform to communicate Supplier Performance & KPIs
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Supplier Portal Benefits….
• Qualify and expand your supply base without driving up costs
• Reduce internal resource demands to enter and update new supplier information
• Improve the speed of supplier qualification and on-boarding
• Provides a platform to gather and centralize more data about your suppliers.
• Commodity based, Compliance data, Diversity etc..
• Resource savings as a result of eliminating internal data entry and vendor interactions.
• Improved Supplier communications through a common platform
• Improved data accuracy and reduced error resolution
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Supplier Portal Functionality
• The PeopleSoft supplier portal is a complete Supplier & Potential supplier self service website
• Potential supplier registration and qualification questionnaire
• Supplier / Bidder can be open or by invitation only
• Customizable Questions and attachment capability
• Commodity based registration capability
• Integrated to Supplier Approval Workflow for conversion to approved suppliers
• Supplier Self Service to….
• Update Supplier Information
• View / Download POs & Receivers
• Respond to RFQs
• Enter PO acknowledgments
• Access Supplier Contract Documents
• Create Advanced Shipping Notifications
• Respond to SS Sourcing Bidding Events
• Enter Invoices - eSettlements
• View Payment status
• Enter invoice disputes
• Bid on open sPro requisitions and submit candidates
• Administer Supplier Portal Users
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Peoplesoft FSCM Supplier Portal Features
• Full Self Service functionality requires licensing of the eSupplier Connection module
• The SP is exposed outside the company firewall similar to many of the fluid mobile pages with a separate login page
• SP has separate menu navigation options & content references not available on the delivered employee portal
• SP access is managed using same role/PL security structure as Employee Portal
• Extensive communications tools
• Supplier WorkCenter Page – One stop self service page
• Delivered KPI Metric Pagelets
• Quality, Delivery, Pricing
• Delivered Pivot Grids
• Company Calendar and Announcements
• New Fluid UI Navigation with delivered navigation tiles
• Many transaction pages delivered in new Classic plus UI
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Supplier Portal Home / Login Pages
• Optional Classic Supplier portal login page. For existing and potential Suppliers.
• This page exposed outside of the firewall
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Supplier Portal Home / Login Pages
• Existing Suppliers Login and Fluid Landing page
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Supplier Portal Home / Login Pages
• Potential Supplier Fluid landing page Option
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Supplier Portal Home / Login Pages
• Option to use the Classic Landing page with Supplier Portal
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Supplier / Bidder Self Registration • Option for Invitation based Registration
• Invitation to register new Suppliers could be sent to external supplier applicants or kept internal to the origanization
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New Supplier / Bidder Self Registration • Activity Guide based Registration • Same Format for Suppliers and Bidders
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New Supplier / Bidder Self Registration
• Supplier / Bidder Custom Questionnaire
• Ability to define questions using multiple Question types.
• Can Configure
Questionnaire Templates based on type of Supplier
• Different Questions for
different types of vendors.
• Requires using invitation method
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New Supplier / Bidder Self Registration
• Supplier / Bidder Custom Questionnaire
• Ability to define questions using multiple Question types.
• Can Configure
Questionnaire Templates based on type of Supplier
• Different Questions for
different types of vendors.
• Requires using invitation method
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New Supplier / Bidder Self Registration • All Profile Questions are part of the Registration
Template (Optional or Required)
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New Supplier / Bidder Self Registration
• Contacts become part of Supplier Record when approved.
• Initial Registrant requests
their PS UserID upon registration
• New PS Users must be
approved before being active for Full SP Functionality
• New users Receive a separate email notification when activated on Supplier Portal
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New Supplier / Bidder Self Registration
• Optionally Gather Supplier Financial Information
• This can also be done
later after supplier approval
• Any Information
entered during Self Registration can be updated by internal Supplier Administrator
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New Supplier / Bidder Self Registration
• Suppliers can Identify Commodities they want to sell.
• Final Authorization
is determined by Suppl. Admin
• Separate
Commodity Trees can be associated to each Registration Template
• Exp. Corporate Tree
vs. Operations
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Invite Potential Suppliers / Bidders to Register
• Applicants must review and accept T&Cs to submit final application
• User defined
T&Cs by Template
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Invite Potential Suppliers / Bidders to Register
• Registrants can review application prior to submitting
• Upon Submission application is assigned Reg. ID
• Not an approved
Supplier
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Review and Approve Supplier Registrants
• Internal Supplier Administrator can review and edit supplier registration prior to Supplier Workflow Approval
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Review and Approve Supplier Registrants
• New Supplier requests can be initiated into Workflow approval after submission
• New Supplier
Registration Workflow
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Review and Approve Supplier Registrants
• Approvers can view all registration information and attachments
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Review and Approve Supplier Registrants
• Approved Suppliers assigned a Supplier ID….different from Registration ID
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Review and Approve Supplier Registrants
• Approved Supplier information populated into master Supplier Record
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Review and Approve Supplier Registrants
• Supplier information populated into Supplier Record
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WorkCenter for Supplier Administration (internal)
• Delivered WorkCenter for internal users to manage all Supplier Registration and Existing Supplier information
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Supplier Portal
Processing Overview
eSupplier Connection
Sup
plie
r P
ort
al
Requisitions Purchase Orders Receipts Vouchers Address & Contact Information And much more …
3rd Parties Register Access View existing and create new transactions
Bidders
Supplier-Users
Suppliers
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Supplier Portal
• Login pagelet for approved suppliers • ID’s granted to Supplier Users
• By internal Supplier Admin • Or by site admin on Supplier Side
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Supplier Portal • Supplier Portal Fluid Home Page •For approved Suppliers •100% customizable based on needs
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Supplier Portal - Functions
• Supplier can submit Change Requests for supplier information updates • Address • Contact • Request new Payment Terms • Etc.
• Internal workflow approval for all changes is an option
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Supplier Portal - Functions
• View Purchase Orders • Submit ASNs, • Acknowledge POs
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Supplier Portal - Functions • View Purchase Order Details and related documents
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Supplier Portal • Create and manage eSettlements Self Service
Invoices • Requires eSettlements module to create…not
needed to view
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Supplier Portal
• Review Supplier Payments • Account Balance Review page
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• Complete Self Service Dashboard for all Supplier Self Service Functions • Actionable Alerts • Many Delivered Communication based Pagelets • Many Delivered Pivot Grid Pagelets
Supplier WorkCenter (External Facing)
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• Supplier WorkCenter - Tools v8.54 Example with Custom pagelets
Supplier WorkCenter (External Facing)
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• Many Delivered Alerts for Supplier WorkCenter • Ability to Drill into details and take action
Supplier WorkCenter (External Facing)
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• Also ability to see alerts and workflow items in the new Fluid Navigation Notifications Window
Supplier WorkCenter (External Facing)
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Potential Supplier / Bidder Features
• Potential Supplier / Bidder Fluid External Facing landing page
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Supplier Portal
• Option to open up Supplier / Bidder registration to public
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Supplier Portal
• Open to Public Bidding Events • Strat. Sourcing Required
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Supplier Portal – Administration Configuration Options
• Notify Suppliers to review and update their information
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• User Definable Supplier Portal Terms and Conditions Page
Supplier Portal – Administration Configuration Options
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• Security for Supplier Users can be managed internally or with Supplier Administrator
Supplier Portal – Security
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• Enable / Disable Supplier Control of User Passwords
Supplier Portal – Security
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Supplier Portal – Security
• Approved Supplier Users become part of master user profile record
• Type = Vendor with associated Supplier ID
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Supplier Portal – Security
• New Supplier Users Inherit Supplier only Security Roles
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eSupplier Connection
The Supplier Onboarding Process
Org
Su
per
viso
r O
rgan
izat
ion
Perform Internal Review
Questions & Add’l Info Requested via
Sup
plie
r
Register
Perform OFAC & Duplicate
Check
Approve or Deny
Invite Supplier Party to Register
Completed Onboarding Notification
Received
Provide Requested Info
Can be a Buyer or any other
employee Approved to be a
Bidder and/or Supplier
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eSupplier Connection –Supplier On-boarding Process
• FSCM users invite a potential Bidders/Suppliers to register or they can do themselves
• Self Service Process – Suppliers/Bidders register themselves via eSupplier Connection
• Customizable list of questions and request for documents
• Purchasing/AP Supervisor Performs a review
• Can respond to Supplier with questions via workflow
• Supplier party provides requested information
• AP/ PO Supervisor – Approves or Denys the registration
• Confirm that all information is complete
• PS process is run to verify duplicates and check against federal no-source list.
• Supplier receives notification of completed on boarding
• Their can be a separate Workflow to do final supplier approval