Keys to Launching the iSupplier

Portal

Presented to: SCOUG

September 16, 2011
Launching
g the iSupplier
pp Portal
y Review Application Functionality
y Inquiry Functions
y Workflow Notifications
y Self-Service Transactions
y Access and Security
y Discuss Elements of the Scope Decision
y Identify the Supply Base
y Determine the Functions to Deploy
y Setup
S t andd Maintain
M i t i Users
U

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iSupplier
pp Portal Functions
Planning
Orders Shipments Invoices Payments
Products

Self-Service Inquiry Functions

PO AP INV

Self-Service Transaction Functions

Order Ack ASN/ASBN Invoice Replenish User

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iSupplier
pp Portal Functions

y Menus/Functions controlled by Responsibility

y Documents controlled by Securing Attributes
y Allow access across Operating Units
y View ‘To Supplier’ Attachments

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Purchase Order Inquiry
q y

– Drill down on Order, Agreements, Releases

– Compare revision history changes
– Work orders, timecards with EAM, OTL
– Request
q changes,
g , cancellations

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Shipments
p Inquiry
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
g Functions

– View Forecasts

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Financial Functions

– Create PO related invoices

– Create Non-PO invoices
– View Invoices
– View Payments

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Product Inquiry
q y

– View Approval Supplier List Entries

– View Consigned/View and Replenish VMI
– View Order Modifiers and Quality Plans
– Maintain Capacity
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Intelligence
g

–View KPI’s related

to the Supplier
–Daily Business
Intelligence

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Administration

– Manage supplier profile

– Bank details
– Manage contacts and additional users (separate
responsibility)
p y)

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Self-Service Transactions
y Purchase Order Acknowledgement
y Acknowledgement flag in Terms window
y Sends order required notification
y Provides an accept or reject action
y Updates order with notification response
y Purchase Order Change Order
y Request qty
qty, date
date, price
price, part#,
part# order#
y Sends request to buyer for approval
y Approval updates order with changes
y Control access through Personalizations

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Self-Service Transactions

-Automate
supplier change
requests with
tolerances
-Send notifications
to requesters

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Self-Service Transactions

-Automate supplier agreement change requests

based on your choices
-Impacts
I t catalog
t l managementt

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Self-Service Transactions

y Let your suppliers manage catalogs for iProcurement!

y Enable for catalog management in the Buyer Work Center

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Self-Service Transactions
y Advance Shipment Notice (Billing Notice)
y User
U enters shipment
hi (invoice)
(i i ) info
i f for
f lines
li
y Sends shipment notification to buyer
y ASN processes shipment in Purchasing
y ASBN processes invoice in Payables
y Create Invoice
y User selects shipment lines to invoice
y Tax, freight, misc charges allowed
y Credit invoices entered as negative quantities

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Keyy 1 – Determine Scope
p
y What value is added to our organization?
y Reduce
R d or eliminate
li i t inquiries
i i i on documents?
d t?
y Improve accuracy of data?
y Improve timeliness of creating and updating data?
y Reduce OLT processing through self-service
y What is the roll-out plan?
p
y Key suppliers in selected commodities?
y Formal training process?
y Supplier involved in implementation?
y Supplier on-boarding initiative? Or Supplier Summit?

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Keyy 2 – Design
g Responsibilites
p

y Remove menus, functions for modules you don’t use

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Keyy 3 – Personalize Pages
g

y Determine fields to hide or display

y Control fields updateable on transactions
y Reorder sort criteria
y Change application messages (tips)

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Keyy 4 – User Maintenance Method
y Supplier Self-Registration
y Supplier User self registers via internet link
y Internal
I t l users approve requestst
y Workflow creates user, supplier, and RFQ site
y Supplier Invitation
y Internal user invites supplier
y Supplier user responds to invite with user info
y Workflow creates user
y Supplier Registration
y Internal user registers supplier
y Workflow creates user and notifies supplier
y User Account Maintenance – Supplier Access
y Maintain supplier user information
y Maintain supplier
pp address information

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Keyy 5 – Some Limitations

y Transactions are manually

y entered
y Misc & Freight are allocated across all lines

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Other General Keys
y to Success
y Involve key supplier(s) in implementation.
y Modify
M dif Help
H l files
fil for
f procedures
d and
d contacts.
y Timely Schedule and Manage interfaces.
y Receipt
R i tT Transaction
ti Processor
P
y Ask for formal supplier feedback
yR
Review
i workflows
kfl andd notifications
tifi ti
y Process improvements
y Inclusion of necessary data elements
y Add Logo and color scheme

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 iSupplier Benefits
Supplier Buyer
y Easy to use y Increased communication
y Consistent user interface with supplier
y Real time invoice viewing
y R l time
Real i notifications
ifi i andd
document transmission

Payables
y Less manual entry
y Reduced phone calls

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 Questions?

Thank you
Gary Marines
Consultant
O2Works LLC
Oracle Applications Consulting
Dallas-Chicago-Denver
Main: 972.466.2260
Web: www.o2works.com
www o2works com

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