Oracle's PeopleSoft Enterprise eProcurement
Business Processes
This chapter provides an overview of Oracle's PeopleSoft Enterprise eProcurement business processes and discusses:
eProcurement integrations.
eProcurement implementation.
Oracle's PeopleSoft Enterprise eProcurement
Business Processes
PeopleSoft eProcurement is designed to help you requisition items. This method helps reduce out-of-system purchasing, also known as maverick purchasing. PeopleSoft eProcurement helps enforce contract purchasing as well as capture spending information for future analysis. By improving requisition creation and usage, employee training is simplified, which reduces the total cost of ownership.
The diagram shows the PeopleSoft eProcurement business processes including the actions involving requisitions, change requests, approvals, purchase orders, catalogs, and receipts:
PeopleSoft eProcurement business processes.
We discuss these business processes in the business process chapters in this PeopleBook.
eProcurement Integrations
This diagram shows how PeopleSoft eProcurement integrates with other PeopleSoft applications within PeopleSoft Financials and Supply Chain Management and PeopleSoft HRMS:
PeopleSoft eProcurement integration with other PeopleSoft applications.
As a standalone product, PeopleSoft eProcurement facilitates the process of procuring and managing resources. As an integrated solution, it enhances the existing PeopleSoft Services Procurement, Catalog System, and PeopleSoft HRMS functionality.
PeopleSoft applications interact with one another, sharing the same relational data structures and many of the same core tables. If you're not ready to implement other PeopleSoft applications, you can use PeopleSoft eProcurement as a standalone product, interfacing it with your existing accounting and distribution applications. Because PeopleSoft eProcurement is part of an enterprise solution, it is designed for transparent integration with PeopleSoft Supply Chain Management, PeopleSoft Financials, and PeopleSoft Human Capital Management.
The interaction of PeopleSoft eProcurement and PeopleSoft Payables data and processing enables you to match vouchers with all purchase order and receiver details. You can automatically generate debit memos for goods that are returned to a supplier.
A direct link with PeopleSoft Asset Management streamlines the entry of asset information. Seamless interaction between PeopleSoft eProcurement, PeopleSoft Asset Management, and PeopleSoft Payables enables you to pass asset information, capitalize assets at point of receipt, process modifications to existing assets, and create work orders for maintenance of the asset. Requisitions and purchase orders can be created to acquire parts and services for specific work orders that are associated with the asset.
PeopleSoft eProcurement integrates with PeopleSoft Strategic Sourcing to generate contracts and purchase orders. You create requisitions using PeopleSoft eProcurement to send out for bids. This facilitates the collaboration between buyers and suppliers of goods and services, and reduces costs by accepting competitive bidding for goods and services.
PeopleSoft eProcurement creates requisitions based on project activity requests in PeopleSoft Project Costing and returns ordered material transactions to PeopleSoft Project Costing as committed costs.
PeopleSoft Services Procurement
Integration between PeopleSoft eProcurement and PeopleSoft Services Procurement enables users to have a single common interface to requisition both goods and services. A hiring manager can order a configured workstation and standard office supplies, along with the skills-based request, all from the same requisition.
Close integration between PeopleSoft eProcurement and PeopleSoft Inventory enables you to share common item definitions and set up items from one menu for both PeopleSoft eProcurement and PeopleSoft Inventory. Using the Quick Sourcer feature, you can create material stock requests to fill requisitions from inventory stock.
PeopleSoft eProcurement integrates with the Supplier Portal through the dispatch process. Using the Supplier Portal, buyers can collaborate more efficiently with their suppliers.
PeopleSoft eProcurement integrates with PeopleSoft eSettlements to enable vendors to enter invoices against POs that have been generated from PeopleSoft eProcurement.
PeopleSoft eProcurement incorporates an application message that enables automatic updates to the system from a PeopleSoft HRMS database. Relevant changes to employee data in the JOB record can result in the creation of new requesters in eProcurement. Changes to roles, departments, business units, and database access can also be updated.
PeopleSoft Order Management
When PeopleSoft Order Management requires that incoming or purchased items be reserved for a specific customer sales order, PeopleSoft eProcurement uses pegging functionality to directly ship the items to the customer, or to ship to an inventory location as reserved for the customer order.
PeopleSoft Purchasing
Close integration between PeopleSoft eProcurement and PeopleSoft Purchasing enables you to share common control data, such as item definitions for both PeopleSoft eProcurement and PeopleSoft Purchasing. It enables you to create requisitions, purchase orders, receipts, and other transactions that will be stored in shared tables. The combination offers a complete solution for direct, indirect, service, and project purchases in an integrated environment.
PeopleSoft eProcurement delivers a comprehensive integration to PeopleSoft Catalog Management. Catalog content may be aggregated from multiple suppliers and then loaded into the PeopleSoft Item Master table. This provides a uniform mechanism for ordering goods from multiple suppliers that would otherwise be represented in disparate formats.
PeopleSoft eProcurement interacts with PeopleSoft General Ledger for budget checking and commitment control. With this integration, you can ensure that funds are available for requisitions before they are submitted.
Other Sources of Integration Information
We discuss integration considerations in the implementation chapters in this PeopleBook.
Supplemental information about third-party application integrations is located on Oracle's My Oracle Support website.
eProcurement Implementation
PeopleSoft Setup Manager enables you to review a list of setup tasks for the organization for the products that you are implementing. The setup tasks include the components that you must set up, listed in the order in which you must enter data into the component tables, and links to the corresponding PeopleBook documentation.
Other Sources of Information
In the planning phase of the implementation, take advantage of all Oracle sources of information, including the installation guides, table-loading sequences, data models, and business process maps. A complete list of these resources appear in the preface in the PeopleSoft Application Fundamentals 9.1 PeopleBook with information about where to find the most current version of each.