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Streamline Processing
Increase process effectiveness
Gain deeper insight into spending Enhanced, Configurable Reporting to Meet User Needs
Streamline Processing
Procurement Cards eProcurement Approvals
Procurement Contracts
Manage Suppliers & Contracts
Supplier Performance Expirations & Renewals
Source
Purchase
Settle
Supplier Contract
Procurement Contracts vs. Supplier Contracts Procurement Contracts
Part of Core Purchasing Focuses on execution of contract Captured key information to support execution Does not have true legal contract document will all terms and conditions Available for all releases
Supplier Contracts
Separate Module Integrates with Core Purchasing Focuses on Document side of Contract with MS Word Integration Has structured clause library, rules-based authoring, approval workflow, etc. SLA and Deliverables Management for contract compliance Supports powerful contract searching Starting in Release 8.9
Procurement Contracts
Best Practices for Purchasing Contracts
Automate sourcing and releases buyers from routine work Enforce Contract Usage Ensure contract pricing and take advantage of volume pricing Use contract expiration and maximum amount notification Generate fewer purchase orders Track contract spend
Procurement Contracts
Tips for Getting Started
Set Up
Contract Set Controls User Preferences Item / Vendor Relationship
Contract
Create Contract Generate Document (Supplier Contracts) Approve Generate Releases Notifications Review Contract Events, Analytics, SLAs
Procurement Contracts
Contract Process Options Procurement Contract Process Options:
Purchasing Contracts Purchase Order Release to Single PO Only
Recurring Vouchers
Both
General
Procurement Contracts
Purchase Order vs. Single PO Contracts Use Purchase Order Contract when
You want separate purchase orders for each of your contract releases You want to be able to close your POs once your order is received and paid
Procurement Contracts
Purchasing Contracts
Master Contract Association Track and Inquire across multiple contracts Open Item Reference Eliminates need to define individual items on a contact Corporate vs. Non-Corporate Contract Lower maintenance by sharing contracts across multiple business units Price Adjustments Permits volume discounts Automatic Association of Contract onto PO Ensure contract compliance Inquiries and Reports Dashboards and Analytics View trends, usage, and opportunities Milestones, Notifications, Minimum and Maximum Edits
Procurement Contracts
Generating Releases from Contract to Purchase Order
Contract Releases
Requisition
Contract PO Process
Purchase Orders
Procurement Contracts
Manually Referencing Contract on Requisition
Contract
Requisition Selection
Purchase Orders
Procurement Contracts
PO Calc Looks for Available Contract if None Specified
Contract
Requisition Selection
Purchase Orders
PO Stage Process
Procurement Contracts
Manually Associate Contract on Purchase Order
Purchase Order
Contract
Purchase Order
Purchase Order
Purchasing Contracts
Process Flow
Consolidate Demand
Conduct Negotiation
Requisition
Purchase Order
Procurement Contracts
Recurring Voucher Best Practices
Scheduling Vouchers for Repetitive Payments Automatic Invoice Number Generation Retention Ensure project completion before paying full amount Master Contract Association, Miscellaneous Charges, Milestones Tracking and Reporting
Procurement Contracts
Recurring Voucher Releases
Create Vouchers on an as-needed basis
Stage all releases up front, create vouchers as needed, or Stage and create vouchers as needed
Recurring Voucher
Releases
Voucher Build
Vouchers Voucher
Procurement Contracts
Recurring PO Voucher
Encumber funds on Contract prior to Voucher Creation Applies to Voucher Contracts, and organizations using commitment control
Contract $12,000
Voucher $4,000
Voucher $4,000
Purchase Order $12,000 Voucher $4,000
Monitor contracted
Service Level Agreements with suppliers and take corrective actions
Easily Track SLAs: Define On-Time Metrics Associate to contract Update metric based on
receipts View Results In Contracts Monitor
Track Spend & Performance: % of quality receipts % Correct Receipt Qty % On-time deliveries % Total Ordered versus
Received
Understand current
spend vs. contract at-aglance and accelerate or reduce spend accordingly
Supplier Contracts
Request Document
Supplier Contracts
Contract Request Document
Procurement Cards
Manage Suppliers & Contracts
Supplier Performance Expirations & Renewals
Source
Purchase
Settle
Procurement Cards
Best Practices Reduce the cost associated with vendor set up, processing invoices/payments to vendors Efficient management of cash flow Increase Rebate Potential Improve Controls (Policies and Procedures, Spend monitoring) Automate Reconciliation Faster Payment to Vendors Global Acceptance
Procurement Cards
Process Flow
Requisition with Procurement Card as Payment Method
Vendor Ghost Card PO with Procurement Card as Payment Method
USBank & VISA InfoSpan
Statement Layout
Dispatch PO
Reconcile Transactions
Voucher Stage Process Voucher Build Process Budget Check and Post
Streamline Business Process by Automatically Matching Incoming Bank Statement with Purchase Order
Procurement Cards
Ghost Card on Vendor Vendor Ghost Card can automatically be used as a Payment Method on Requisitions and POs
Procurement Cards
Reconciling Statement
eProcurement Approvals
Procurement Analytic Tools
Supplier Performance Expirations & Renewals
Source
Purchase
Settle
Expandable Requisitions
Mass Approvals
Source
Purchase
Settle
Streamline Receipt Creation Process by having your Vendors Send Advanced Shipping Notices (ASN) Generate Vouchers without Waiting for Vendor Invoice using Evaluated Receipt Settlement (ERS) Enables Touchless Receipt and Voucher Creation to reduce data entry time and errors
Useful for vendors with whom you have a trusting relationship
Acknowledge PO Ship & Record ASN with Invoice ID Review Shipment History
Voucher / Matching
Payment Review Payment
eSupplier Connection
Suppliers Dashboard
eSupplier Connection
Advanced Shipping Notices Supplier Creates ASN On-Line Alternatively, ASN loaded through EDI
eSupplier Connection
Invoice and Payment Details Suppliers View Transaction Details On-Line
eSupplier Connection
Supplier Performance Metrics
On time performance
PO/Receipt Quantity Performance Quality Performance
Quantity Performance
SRM Dashboard
Procurement Analytic Tools
Supplier Performance Expirations & Renewals
Source
Purchase
Settle
Collection of pagelets and metrics presenting aggregated view of source-to-settle business process for Buyers and Managers
SRM Dashboard
Pagelets and Metrics in Release 8.9
SRM Dashboard
Pagelets and Metrics in Release 9.0
Mouse over bar indicates amount and total number of schedules for period
SRM Dashboard
Spend by Business Unit
Total Spend by BU
SRM Dashboard
Spend by Business Unit
Streamline Processing
Procurement Cards eProcurement Approvals
Source-to-Pay
Best Practices
Simplification
Eliminate paper Reduce manual entry and errors
Benefits
Gain visibility and control over spending Focus on strategic activities Improve internal policy compliance Better visibility into the entire process Better communication across parties to optimize decisions and strategies Leverage supplier base
Standardization
Validation of master and transaction data
Automation
Matching, payment and dispute resolution Manage and control enterprise spend
Consolidation
Shared services Supplier collaboration