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Agenda
• Requisition Self Service At-a-Glance
• Benefits
• Business Process
• Features
• Summary
• Approve vendors
• Define policies
Identify and
Approve Suppliers
Buyer
Shop and Order
Requestor
• Access preferred vendors
• Compare items side-by-side
• Assign accurate pricing
• Track approvals & orders
Approve / Change
Budget Holder
• Verify budget & policy
compliance
• Assess available
budget and expenses
Manage
Compliance
Procurement
and Finance
• Reconcile payments to purchases
• Detect budget and policy exceptions
• Pay suppliers and track discounts
Requisition Self Service At-a-Glance
Requisition Self Service Benefits
• Streamline employee ordering • Leverage employee self service
• Automate routine tasks
• Increase order accuracy
• Reduce spend on goods and services • Reduce cost per requisition
• Leverage preferred suppliers
• Eliminate unnecessary expediting of goods and services
• Enforce policy compliance • Reduce off-contract purchasing
• Leverage operational spending
• Increase visibility of expenditures against budget
Business Process
Shop for Goods
and Services
Place an
Order
• Familiar web-shop interface
• Powerful search
• Inline shopping cart
• Easy web checkout
• Project, work order, reference
• Supporting attachments
• PO status
• Shipment tracking
• Desktop receiving
• Invoice & payment status
• Email or online
• Employee/ Group
• Business Unit
Populate
Requisition
Seek
Approval
Request
Changes
Order Fulfillment
and Execution
Supplier
Catalog Commodity
Structure
Special Request
• Self-service change management
- withdraw
- cancel
- change price, amount, need-by-date
Requisition Entry
• Intuitive web shopping interface
• Easy to learn and use which ensures rapid adoption
• Quickly search for and locate goods and services using a
commodity structure which organizes products and
services in a meaningful manner
• Direct connect to supplier site for shopping
• Supports stock, non-stock, and services
• Filters approved choices for items/services
• Automatically place order and track status
• Special request are sent to buyer
• Supports encumbrances and budget checking
Requisition Inquiry
• View requisitions
• Filter by status, date, commodity, etc.
• View approval status
• Who is on the approval list
• Status of each required approval
• Maintain requisitions
• Edit existing requisitions
• Add new requisitions
Requisition Approvals
• Approval routing methods
• Employee #, Group, Business Unit, Commodity
• Variety of message delivery methods
• E-mail, work center etc..
• Delegations
• Workbench for approvers
• Automatically alert requestor of exceptions
(e.g., denied in approval cycle)
Requisition Expeditor
• Allows buyer to manage by exceptions
• Expedite or defer requisitions
• Change supplier and/or cost
• Simulate purchase order creation
• View consolidation of requisitions
• Create purchase orders
• Immediate or batch creation
Desktop Receiving
• Receiving methods
• Standard receipts by receiving department
• Assumed receipt of goods or services
• Desktop receiving with “one-click”
• Record packing slip and waybill information
• Receive by requisition number
• Maintain integrity between requisition number and purchase order
• Automatically invoice based on receipt
• Supported actions
• Partial, full, or over receive
• Close, cancel, reverse
• Accessed via employee portal
Requisition Self Service Summary
Streamline
Employee
Ordering
Commodity structure, special request feature and approval workflow supports company spending policies.
Enforce
Spending
Policy
End-to-end automated purchasing process automation and control
Reduce
Procurement
Costs
Intuitive user interface with flexible controls, direct connect option & self-service fulfillment tracking
Figure Out Your Own Challenges
• How much do you spend on indirect goods per year?
• What are your top 10 categories of indirect goods?
• How much do you spend on these categories?
• How much of your spend is maverick or unauthorized spend?
• How many requisitions are issued per year?
• Is your procurement centralized or decentralized?
• What is the length of your requisition cycle?
• How much does it cost your organization to process a purchase
order?
• How is supplier performance data collected and managed?
• How do your buyers spend the majority of their time?