Understanding PeopleSoft eSupplier Connection Pagelets
This chapter provides overviews of PeopleSoft eSupplier Connection pagelets and pagelets by role and discusses how to:
Personalize supplier-facing pagelets.
View supplier activities.
View supplier performance.
Understanding PeopleSoft eSupplier Connection Pagelets
PeopleSoft eSupplier Connection provides portal pagelets for your corporate intranet or extranet home pages. These pagelets provide access to key data and transactions within PeopleSoft eSupplier Connection for use in supplier portal registries.
You and the suppliers can personalize the portal homepage by adding the pagelets that the suppliers need. Standards PeopleSoft role-based security ensures that users can access only the pagelets appropriate to their roles.
Suppliers can configure their portal home page with three narrow columns or one narrow and one wide column. Some pagelets have both a narrow and a wide version, each with its own object name. When you see two object names for a pagelet, the first one refers to the narrow version.
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Click to refresh the pagelet data. |
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Click to customize the pagelet. |
You can also design your own pagelets when your installation includes PeopleSoft Enterprise Portal.
See Also
PeopleSoft Enterprise Portal Solutions 9.0 PeopleBook: Enterprise Portal Pagelet Development
Pagelet SecuritySimilar to page access, you control pagelet security at the component level by associating it with a permission list (which is then associated with a role); each pagelet has its own component to enable more granular access. (You can ascertain a pagelet’s component name in PeopleSoft Application Designer by searching for definition references to the page’s system, or object, name.)
We group our pagelets into functional roles as an example of how to organize access. You need to create the proper permission lists and associate them with actual role definitions before your users can access them, or use the permission list definitions that we provide in our delivered sample data. We deliver sample data security objects (roles and permission lists) that you can use as an example of how to set up pagelet access.
Understanding Pagelets by RoleWe provide these supplier-oriented role groupings as examples of how to organize pagelet access by function.
In this section, we organize supplier-facing pagelets by these sample roles:
Supplier - Application Administrator.
Supplier - Customer Service Rep (supplier-customer representative).
Supplier - Production Manager.
Supplier - Warehouse Personnel.
Based on your corporate needs and willingness to share information externally, carefully consider which data (applications) as well as pagelets you want to make available to your suppliers.
Note. The Supplier-External User role is associated with PeopleTools-related permissions that grant access to features such as personalization and navigation. This role (or one with similar permissions) must be present for any external-facing supplier user.
See Also
Supplier - Application Administrator PageletsThe Supplier - Supplier Administrator is an external facing role that has access to the core set of PeopleSoft eSupplier Connection functions, as well as functions related to PeopleSoft Collaborative Supply Management and PeopleSoft Engineering. In addition, it enables the capability to create external users.
An internal or external user with the Supplier - Application Administrator role and its associated permissions can access all of these PeopleSoft eSupplier Connection product pagelets:
On-Time Performance
PO/Receipt Qty Performance (purchase order/receipt quantity performance)
Quality Performance
Quantity Performance
Recent ASNs (recent advanced ship notices)
Recently Dispatched POs (recently dispatched purchase orders)
Recently Dispatched RFQs (recently dispatched request for quotes)
Recently Dispatched Schedules
Remaining Quantity Balances
Supplier - Customer Service RepThe Supplier - Customer Service Rep role has general access to RFQ and Purchase order information including purchase order lookups, receipts, and purchase order acknowledgements in PeopleSoft eSupplier Connection.
An external user with this role and its associated permissions can access these PeopleSoft eSupplier Connection and Collaborative Supply Management pagelets:
On-Time Performance
PO/Receipt Qty Performance
Quality Performance
Quantity Performance
Recently Dispatched POs
Recently Dispatched RFQs
Supplier- Production Manager Role
The Supplier-Production Manager role is an external facing role that can access these PeopleSoft Collaborative Supply Management pagelets:
Recently Dispatched Schedules.
Remaining Quantity Balances.
Supplier - Warehouse PersonnelThe Supplier-Warehouse Personnel role enables a user to create advanced ship notices (ASNs) during the shipment process. An external user with the Supplier - Warehouse Personnel role and its associated permissions can access the Recent ASNs pagelet.
Personalizing Supplier-Facing PageletsIn this section, we discuss how to personalize supplier pagelet user defaults.
Note. Suppliers can personalize some of the supplier-facing pagelets.
Pages Used to Personalize Supplier-Facing Pagelets
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Page Name |
Object Name |
Navigation |
Usage |
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WV_PE_USR_DEF |
Click the Customize button on the following supplier-facing pagelets: On-Time Performance Quantity Performance Quality Performance PO/Receipt Qty Performance Recent ASNs Recently Dispatched POs Recently Dispatched RFQs Recently Dispatched Schedules Remaining Quantity Balances |
Users associated with multiple vendor IDs can select a default vendor and where applicable, define the maximum number of retrieved records (rows) to display on the pagelet. |
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WV_PE_SAVE_CONFIRM |
Click the Save button on the Personalize User Defaults page. |
Confirm the changed user defaults. |
Personalizing Supplier Pagelet User Defaults
Suppliers can select default vendors, and in some cases, the number of rows to display on a pagelet.
Note. Your system administrator can further control the content and appearance of the supplier performance pagelets at the reporting entity or vendor-setID level.
Select a default vendor (this option is only available when the user is associated with multiple vendor IDs).
If the pagelet displays transaction IDs, select the maximum number of records (rows) to appear on the pagelet.
See Also
Defining Supplier Performance Targets and Tolerances
Viewing Supplier ActivitiesThis section discusses how the suppliers can view their associated vendor account activities and access the source application pages using these pagelets:
Recently Dispatched POs
Recently Dispatched RFQs
Recent ASNs
Recently Dispatched Schedules
Remaining Quantity Balances
Pagelets Used to View Supplier Activities
This table provides details on supplier activity pagelets.
Recently Dispatched POs Pagelet Access the Recently Dispatched POs pagelet.
Displays recent purchase orders, dates, status, and acknowledgement status.
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PO ID (purchase order ID) |
Click a linked value to access the Purchase Order Details page. |
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Acknowledge Status |
Click a linked value to access the Acknowledge Purchase Orders - Acknowledgement Details page and view or edit dispatched purchase order or online purchase order acknowledgements (POAs). |
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Show all/Enhanced |
Click to access the purchase order Filter Options page and enter the criteria to search for purchase orders. |
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Show All Acknowledgements |
Click to access the Acknowledge Purchase Orders - Search/Filter Acknowledgements page and search for specific POAs. |
See Also
Acknowledging Purchase Orders Online
Dispatching and Printing Purchase Orders
Recently Dispatched RFQs PageletAccess the Recently Dispatched RFQs pagelet.
Displays recently dispatched RFQs. You must first create RFQs in PeopleSoft Purchasing, and assign the RFQ to the vendor using the Dispatch Vendor List or the Item Supply Vendor List.
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RFQ ID |
Click a linked RFQ ID value to access the Request For Quote List page. |
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DtTm Open (date and time open) and DtTm Close (date and time close) |
The date and time when the RFQ becomes open or closed for vendor response. |
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Status |
Displays the status of the RFQ. Statuses are:
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Show all/Enhanced |
Click to access the Review Request for Quotes Filter Options page. |
See Also
Dispatching and Printing Purchase Orders
Recent ASNs PageletAccess the Recent ASNs pagelet.
Displays shipment IDs from supplier-entered advance shipping notifications, shipping date, and receipt lines.
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Shipment No (shipment number) |
Click a linked value to access the ASN History - Line Details page. |
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Receipt Lines |
Click a linked value to access the Review Receipts - Receipt Lines page. |
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Create ASN |
Click a linked value to access the Advance Shipment Notification - Advance Shipment Creation page. |
See Also
Recently Dispatched Schedules PageletAccess the Recently Dispatched Schedules pagelet.
This pagelet displays the most recently dispatched schedules.
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Show all/Enhanced |
Click to navigate to the Approve Schedules Filter Options page, and enter the criteria to search for a schedule. |
Note. Collaborative planning schedules use workflow to send scheduling task notification to the supplier. Using the PeopleSoft Enterprise Portal Integrated Task List pagelet, a supplier receives task details by clicking a link for a supplier schedule work item. This link takes the supplier directly to the supplier workbench schedule/item list, where the supplier can then click an item to access the Item Summary page. When satisfied with the schedule quantities, the supplier can approve the schedule.
See Also
PeopleSoft Enterprise Portal Solutions 9.0 PeopleBook: Enterprise Portal Application Technology
Remaining Quantity Balances PageletAccess the Remaining Quantity Balances pagelet.
This pagelet displays the remaining quantities (and percentages) available, the quantity vendor-owned, and reorder point for consigned items. The system first displays the items that are closest to their reorder points.
Note. If the homepage layout is three-column, this pagelet displays up to four graphs. A two-column layout restricts the number of graphs that appear to one or two.
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% Remaining (percent remaining) |
Displays the percentage remaining, derived by this equation: (quantity available − reorder point) / restock value x 100 The restock value depends on the replenishment type used: EOQ, Reorder Qty (static reorder quantity) or Min/Max [the restock value equals (Max − reorder point)]. If the restock value is set to 0, then the percentage remaining is set to zero on the pagelet. |
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Show all/enhanced |
Click to view the inventory quantity balances transaction using the PeopleSoft Collaborative Supply Management Quantity Details page. |
Viewing Supplier PerformanceThis section discusses how the suppliers view performance metrics using these pagelets:
On-Time Performance
Quantity Performance
Quality Performance
PO/Receipt Qty Performance
You can also control the content and appearance of the performance pagelets at the reporting entity or vendor level.
See Also
Defining Supplier Performance Targets and Tolerances
Viewing Supplier Performance Metrics
Pagelets Used to View Supplier Performance
This table provides details on PeopleSoft eSupplier Connection pagelets.
On-Time Performance PageletAccess the On-Time Performance pagelet.
Displays the percentage and actual number of shipments that are on time, early, and late for all items within the period. The pagelet features a graph that displays the percentage on time metric, the vendor name, and target percentages by period.
Click the Detail link to access the On-Time Performance page, and view the metrics used to derive this graph.
See Also
Quantity Performance PageletAccess the Quantity Performance pagelet.
Displays the percentage and actual number of vendor shipments with correct quantities, over-shipment quantities, and under-shipment quantities by period. The pagelet features a graph that displays the vendor name, percentage correct, percentage under, percentage over, and target percentage.
Click the Detail link to access the Quantity Performance page, and view the metrics used to derive this graph.
See Also
Viewing Supplier Performance Metrics
Quality Performance PageletAccess the Quality Performance pagelet.
Displays the percentage and actual number of vendor shipment quantities inspected, accepted, rejected, and returned by period. The pagelet features a quality performance graph that displays the percentage net received metric, vendor name, and target percentage.
Click the Detail link to access the Quantity Performance page, and view the metrics used to derive this graph.
See Also
Viewing Quality Performance Details
PO/Receipt Quantity Performance PageletAccess the PO/Receipt Quantity Performance pagelet.
Displays the percentage and actual number of vendor shipment quantities inspected, accepted, rejected, and returned by period. The pagelet features a purchase order-versus-receipt quantity performance graph that displays the percentage open receipt quantity metric, vendor name, and target percentage by period.
Click the Detail link to access the PO/Receipt Quantity Performance page, and view the metrics used to derive this graph.
See Also
Viewing PO Versus Receipt Performance
