Several new enhancements have been delivered with PeopleSoft eProcurement 9.2 that will allow your requesters and your procurement department to be more productive and effective.
eProcurement 9.2 has been delivered with functionality that allows the user to access supplier online catalogs without leaving the PeopleSoft ePro requisition pages. This functionality is known as “Transparent Punchout”. Although the PeopleSoft ePro module is punching out to the supplier web site(s) and pulling the data back into the ePro requisition along with internal catalog items, this process is completely transparent to the user. This allows the user to operate within a standard environment eliminating the need for the requester to adapt to the various supplier websites. The user is able to perform their tasks in a more timely and efficient manner. Additionally, the flexibility is delivered with eProcurement to allow your organization to leverage this new “Transparent Punchout” or, as in the past, allow your requesters to punch out to the supplier’s website and perform their purchasing transactions from within the supplier’s website.
eProcurement requisitions now store the source of price adjustments, whether they’re requisition specific or related to a contract. This gives your procurement department more in-depth information regarding price adjustment history, the source of those price adjustments, and the ability to more easily report on contract related price adjustments.
In eProcurement Release 9.2, the “Secure Enterprise Search” (SES) has replaced the Verity search engine. The SES search engine provides a standard approach for searching across all of the PeopleSoft applications. SES uses “search categories” to drive the search process. These search categories can be comprised of one or more “search definitions”. When performing a search, the user has the option of choosing a search category as the basis of the search. If a category is not chosen the search is done against all categories defined in the SES instance. In the case of eProcurement, one “search category” is used for all searches.
The use of “Role Actions” has been incorporated into the ePro requisition. These role actions determine what functions the requester can perform within the ePro requisition. These “role actions” have been established based on functional categories such as Requisition Display, Requisition Access, Requisition Search and Requisition Line Details. An example of a role action would be the ability to determine whether requesters can change shipping line or distribution information based on a specified role.
Requisition line “chunking” has been introduced to eProcurement. The system loads a specified number of requisition lines based on a chunking parameter setting. The user must then click on the chunking navigation icon to load the next set of requisition lines. For example, if the chunking parameter is set to twenty lines and the requisition has 100 lines, when initially loading the requisition, the system will load the first twenty lines. When the user clicks on the chunking navigation icon, the next twenty lines will be loaded. This functionality improves online performance.
PeopleSoft now enables approval functionality through the use of your mobile phone. The “Mobile Approval Framework” can be used for expense reports, journal entries, purchase orders, requisitions, and vouchers. The approver can approve, deny, or push back transactions that are in a pending state. In addition, the approver can view attachments and add comments related to the approval process. Using their mobile phone the approver can view a graph of the approval flow, view other approvals, and review comments made by previous approvers.
As you can see, significant enhancements have been made to the PeopleSoft eProcurement module. To learn more, contact me at firstname.lastname@example.org. I would be happy to answer any questions you may have.