ps7 direct connect
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Direct Connect SupplierIntegration
Integrating Suppliers with
PeopleSoft eProcurement usingDirect Connect Supplier Integration
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What is Direct Connect?
An implementation of accepted standards that
enables eProcurement users to interact directly with
a suppliers website to order items.
Users connect to the suppliers site from the
Requisition application, and select items on the site
that flow back into the Requisition.
After approval, the Purchase Order can be
dispatched electronically directly to the vendor.
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Situations before PeopleSoft
Very labor intensive, paper dependent processes
with lots of deviations from standard business
practices!
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Implementation Goals
Guarantee accurate pricing, quantity & UOM
Eliminate catalog maintenance
Drastically reduce Req to PO turnaround time
Eliminate Purchase Order errors
Implement budget checking at requisition Reduce overall paper usage
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Process Flow for Direct ConnectUsing PunchOut
1) The system saves all levels of the currentrequisition to a global rowset
3) After building the XML, the system sends itto the suppliers URL as defined in the
supplier's node definition.
5) PeopleSoft eProcurement receives thisresponse, in the form of a message object.Integration Broker runs a transformation from
the PunchOutSetupResponse to the messagebehind the scenes.
4) The system returns a response to
PeopleSoft eProcurement, if the user issuccessfully authenticated, that contains thesuppliers URL for redirection.
2) Based on the direct connect methodregistered to the selected supplier, the systemloads the appropriate application class and
runs the code to connect to the supplier.
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Process Flow for Direct ConnectUsing PunchOut
This preserves the state of the requisition so that changesmade since the creation or the last save of the requisition arenot lost.
6) PeopleSoft eProcurement redirects the user to the URL
sent in the response from the supplier.
7) The user browses the suppliers site, and places an order.
Based on sign-on information, the supplier can maintaincustomer specific pricing.
8) After the order is complete and the user checks out, the
suppliers site packages the shopping cart into an XML stringand places it in an HTML hidden form field.
9) The PeopleSoft eProcurement component that has beenredirected to extracts the XML string from the hidden formfield. The string is parsed into a PeopleSoft message usinganother Integration Broker transformation.
10) When the requisition component Is reinitialized, the globalrowset from step 1 containing the original requisitioninformation is reloaded. The items from the external itemmessage, containing the shopping cart data, are added asnew rows to the requisition.
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Requisition Process
Direct Connect business processes follow the
standard eProcurement requisition process.
Requisition entry including budget checking Requisition approvals
Requisitions are sourced to Purchase Orders
Purchase Orders are document tolerance & budget
checked Purchase Order batch dispatched via XML over
HTTPS
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Direct Connect Demonstration
Log into PeopleSoft eProcurement
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Direct Connect Demonstration
Search the Catalog
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Direct Connect Demonstration
Search catalog for merchant
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Direct Connect Demonstration
Select vendor - custom website is displayed
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Direct Connect Demonstration
Select from one of the Standard Configurations
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Direct Connect Demonstration
Customize your Order (Dell computer in this case)
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Direct Connect Demonstration
Complete your Order
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Direct Connect Demonstration
Confirm your Order
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Direct Connect Demonstration
Once the order has been placed, it will be assigned
a requisition number in PeopleSoft
Every requisition requires at least one level of
approval through PeopleSoft workflow
Direct merchant requisitions are dispatched atdifferent times of the day as XML purchase orders
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Key Concepts
This is not a PeopleSoft Interface Project
It is an EAI Project 2 way electronic exchange of
business documents
Two parties with distinct business processes and
technical architectures
Functional Business Process Integration
Business Process Re-engineering required by bothparties to establish unified business process
eProcurement & eBilling processes are linked
Technical Integration
Di C K E bl
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Direct Connect Key EnablementTechnologies
XML The universal data solvent for integration
Two main B2B standards
Ariba cXML Punchout.
Commerce One xCBL/OCI Roundtrip
Java 2 Enterprise Edition (J2EE)
PeopleSoft Business Interlinks
Run-time pshttpenable.dll Interface Drivers
Sending XML over HTTPS protocol
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Major Configuration Steps #1
Create Merchant Categories
Configure Merchant Profile
Enable merchant, set up logo etc.
Configure Merchant Authentication
Company identifier, authentication token and initial
B2B website URL
Configure Merchant Business Interlink Overrides Set up Sign On and Purchase Order Business
Interlinks
Assign Merchant Category to Vendor
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Major Configuration Steps #2
Configure Merchant Application Attributes
Dispatch Ship To. Header PO to be delivered to one
location. Line multiple locations. Vendor system capabilities
determines if Header or Line. Direct Connect Method vendor system determines if
PUNCHOUT, ROUNDTRIP or OCI.
XML Schema cXML, xCBL, ebXML.
Direct Merchant Search Information
Set search words to merchant & vendor name. Requestors
trained to enter merchant when searching catalog for easy
access to all Direct Merchants.
Customer Service vendor email/phone/fax information.
Set up Vendor with Default PO Dispatch type EDX
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Implementation Challenges
Working with Vendors to debug issues
Requesters will have a hard time moving away from
paper catalogs
Processing delayed delivery orders (for example,
orders for new school year)
Replacing phone orders with Internet process forusers not used to web interface
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Security Concerns
All client machines (browsers) must have
HTTP/HTTPS access in order to add items from a
Suppliers website.
All Application Servers that will initiate Punchout
must have HTTP/HTTPS access.
RoundTrip does not require app server
HTTP/HTTPS access for browser.
No inbound holes in the firewall are needed as the
XML is sent in the users browser session.
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Tips and Techniques #1
Educate Direct Connect vendors on your processes
so their customer support can help
Transmit the requesters email address to thevendor and request that vendor e-mail order &
shipping confirmation messages
Schedule batch processes so that dispatched
Orders reach vendors before warehouse cutoffs
Ask vendor to validate for a duplicate Purchase
Order ID
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Tips & Techniques #2
XML supports Unicode vendor legacy back end
systems may not
Vendors should not accept phone/fax/email orders
eProcurement enables eBilling benefits are Reduces workload on Accounts Payable & Procurement.
Eliminates data entry errors.
More POs in complete status which benefits Year End Closing
process.
Vendors get paid in a speedy manner.
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