Keys to Launching the iSupplierKeys to Launching the iSupplier Portal

Presented to: SCOUG

September 16, 2011

Launching the iSupplier Portalg ppReview Application Functionality

Inquiry FunctionsInquiry FunctionsWorkflow NotificationsSelf-Service TransactionsAccess and Security

Discuss Elements of the Scope DecisionIdentify the Supply BaseDetermine the Functions to DeployS t d M i t i USetup and Maintain Users

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iSupplier Portal Functionspp

Orders Shipments Invoices Payments PlanningProducts

Self-Service Inquiry Functions

PO AP INV

Self-Service Transaction Functions

Order Ack ASN/ASBN Invoice Replenish User

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iSupplier Portal Functionspp

Menus/Functions controlled by ResponsibilityDocuments controlled by Securing AttributesAllow access across Operating UnitsView ‘To Supplier’ Attachments

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Purchase Order Inquiryq y

– Drill down on Order, Agreements, Releases

– Compare revision history changesCompare revision history changes

– Work orders, timecards with EAM, OTL

– Request changes, cancellations

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q g ,

Shipments Inquiryp q y

– Access expected deliveries and schedules

– View delivery performance (early, on-time, late)

– View quality performance

– Reconcile return shipments

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Planning Functionsg

– View ForecastsView Forecasts

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Financial Functions

– Create PO related invoicesCreate PO related invoices

– Create Non-PO invoices

View Invoices– View Invoices

– View Payments

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Product Inquiryq y

– View Approval Supplier List Entries

– View Consigned/View and Replenish VMIView Consigned/View and Replenish VMI

– View Order Modifiers and Quality Plans

Maintain Capacity9

– Maintain Capacity

Intelligenceg

–View KPI’s related to the Supplier

–Daily Business Intelligence

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Administration

– Manage supplier profile

– Bank detailsBank details

– Manage contacts and additional users (separate responsibility)

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p y)

Self-Service TransactionsPurchase Order Acknowledgement

Acknowledgement flag in Terms windowAcknowledgement flag in Terms window Sends order required notificationProvides an accept or reject actionUpdates order with notification response

Purchase Order Change OrderRequest qty date price part# order#Request qty, date, price, part#, order# Sends request to buyer for approvalApproval updates order with changes Control access through Personalizations

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Self-Service Transactions

-Automate supplier change requests withrequests with tolerances

-Send notifications to requesters

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Self-Service Transactions

-Automate supplier agreement change requests based on your choices

I t t l t-Impacts catalog management

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Self-Service Transactions

Let your suppliers manage catalogs for iProcurement!Enable for catalog management in the Buyer Work Center

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Self-Service TransactionsAdvance Shipment Notice (Billing Notice)

U hi (i i ) i f f liUser enters shipment (invoice) info for lines Sends shipment notification to buyerASN processes shipment in PurchasingASN processes shipment in PurchasingASBN processes invoice in Payables

Create InvoiceUser selects shipment lines to invoiceTax, freight, misc charges allowed Credit invoices entered as negative quantities

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Key 1 – Determine Scope y pWhat value is added to our organization?

R d li i t i i i d t ?Reduce or eliminate inquiries on documents? Improve accuracy of data?Improve timeliness of creating and updating data?Improve timeliness of creating and updating data?Reduce OLT processing through self-service

What is the roll-out plan?pKey suppliers in selected commodities?Formal training process?Supplier involved in implementation? Supplier on-boarding initiative? Or Supplier Summit?

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Key 2 – Design Responsibilitesy g p

Remove menus, functions for modules you don’t use

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Key 3 – Personalize Pagesy g

Determine fields to hide or displayControl fields updateable on transactionsControl fields updateable on transactionsReorder sort criteriaChange application messages (tips)

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Key 4 – User Maintenance MethodySupplier Self-Registration

Supplier User self registers via internet linkI t l tInternal users approve requestsWorkflow creates user, supplier, and RFQ site

Supplier InvitationInternal user invites supplierSupplier user responds to invite with user infoWorkflow creates user

Supplier RegistrationInternal user registers supplierWorkflow creates user and notifies supplier

User Account Maintenance – Supplier AccessMaintain supplier user informationMaintain supplier address information

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pp

Key 5 – Some Limitationsy

Transactions are manually enteredyMisc & Freight are allocated across all lines

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Other General Keys to SuccessyInvolve key supplier(s) in implementation.M dif H l fil f d dModify Help files for procedures and contacts.Timely Schedule and Manage interfaces.

R i t T ti PReceipt Transaction ProcessorAsk for formal supplier feedbackR i kfl d tifi tiReview workflows and notifications

Process improvementsInclusion of necessary data elementsInclusion of necessary data elements

Add Logo and color scheme

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iSupplier BenefitsSupplierSupplier

Easy to useBuyerBuyer

Increased communicationEasy to useConsistent user interfaceReal time invoice viewingR l i ifi i d

Increased communication with supplier

Real time notifications and document transmission

PayablesPayablesLess manual entryReduced phone calls

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Questions?Questions?

Thank youThank youGary MarinesConsultantO2Works LLCOracle Applications Consulting Dallas-Chicago-DenverMain: 972.466.2260Web: www o2works comWeb: www.o2works.com

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