Using Collaborative Supply Management Pagelets

This chapter provides an overview of Collaborative Supply Management supplier pagelets, and discusses how to:

• Organize pagelets by functional role.

• Personalize pagelets.

• View pagelets.

Understanding Collaborative Supply Management Pagelets

Collaborative Supply Management provides portal pagelets for the corporate intranet or internet home pages. These pagelets provide access to key data and transactions within Collaborative Supply Management for use in supplier portal registries.

You and the suppliers can personalize the portal home page by adding the pagelets that the suppliers need. Standard 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.

Some pagelets support personalization; the Personalize button in the pagelet title bar alerts the suppliers to this capability. The following figure show a sample pagelet with a Personalize button. Click the button to access the personalization page.

Pagelet Security

Similar 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 object name or system name for the page.)

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 the 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.

Pagelets by Role

We provide these supplier-oriented role groupings as examples of how to organize pagelet access by function.

In this section, we organize these pagelets by these sample roles:

• Supplier - Application Administrator

• Supplier - Production Manager

Note. Based on the corporate needs and willingness to share information externally, carefully consider which data (applications) as well as pagelets you want to make available to the suppliers.

Supplier - Applications Administrator Pagelets

The Supplier - Applications Administrator is an external-facing role that can access these Collaborative Supply Management pagelets:

• Recently Dispatched Schedules

• Remaining Quantity Balances

Supplier - Production Manager

The Supplier - Production Manager is an external-facing role that can access these Collaborative Supply Management pagelets:

• Recently Dispatched Schedules

• Remaining Quantity Balances

Personalizing Supplier-Facing Pagelets

This section discusses how to personalize user defaults.

Note. Suppliers can personalize some of the supplier-facing pagelets.

Pages Used to Personalize Supplier-Facing Pagelets

Personalizing User Defaults

The suppliers can select default vendors, and in some cases, the number of rows to display on a pagelet.

Note. The system administrator can further control the content and appearance of the supplier-facing 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 display on the pagelet.

Viewing Collaborative Supply Management Pagelets

This section provides information about Collaborative Supply Management pagelets.

Pagelets Used to View Collaborative Supply Management Information

This table provides details on Collaborative Supply Management pagelets.

Recently Dispatched Schedules Pagelet

Displays the most recently dispatched schedules.

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 Collaborative Supply Management, the supplier receives task details by clicking a link for a Supplier Schedule work item; the system takes the supplier directly to the supplier workbench Schedule/Item List. The supplier can then click an item to access the Item Summary page. Once the supplier is satisfied with the schedule quantities, the supplier can approve the schedule.

Remaining Quantity Balances Pagelet

Displays the Remaining Quantity Balances.

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 home page layout is 3-column, this pagelet displays up to four graphs. A 2-column layout restricts the number of graphs displayed to one or two.