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Getting Started with PeopleSoft Source-to-Settle Common Information
PeopleSoft Source-to-Settle Integrations
Implementing PeopleSoft Source-to-Settle Common Information
Defining Procurement Options
Understanding Procurement Options
Defining Miscellaneous Charges and Landed Costs
Defining Miscellaneous Charge and Landed Cost Templates
Defining SpeedCharts
Using the Application Data Sets for PeopleSoft SpeedCharts
Defining Payment Terms
Establishing Additional Payment Processing Options
Defining Late Interest Charges
Defining Credit Card Issuers
Defining Supplier Freight Groups
Defining Ship To Locations
Defining Origin Codes
Preparing to Dispatch by Fax and Email
Defining Inspection Procedures
Defining Manufacturer IDs
Establishing Model Relationships to Manufacturers
Setting Up Standard Comments
Defining Account Receivables Integration Options for Vendor Rebates
Creating Change Templates
Creating Change Map Templates
Defining Buyers
Defining Buyer Manager Setup
Defining Requesters
Using Requisition Loader Defaults and Overrides
Using Purchase Order Loader Defaults and Overrides
Defining Contract Style
Defining Contract and Vendor Rebate Control Parameters
Defining Contract Intervals for Contract Releases
Setting Up the Tax Supplier Product Codes Cross-Reference
Defining Supplier Control Parameters
Defining Supplier Pay Group Codes
Defining Supplier Conversation Keywords
(USA) Entering Supplier Government Certifications
Establishing Matching and Document Association Options
Specifying Voucher Build Criteria
Defining Voucher Session Defaults
Defining Document Tolerances
Using Operation Metrics
Understanding Operation Metrics
Using Operation Metrics in Payables
Using Operation Metrics in Receivables
Using Operation Metrics in Billing
Using Online Supplier Registration
Understanding Online Supplier Registration
Implementing Online Supplier Registration
Defining Online Registration Options
Setting Up the Online Registration System
Creating Templates for Online Registration
Setting Up Public Access to Supplier Registration
Registering Online
Managing Supplier Registration Invitations
Reviewing and Editing Submitted Requests
Managing Online Registration Approvals
Managing Supplier Profile Question Responses
Approving Bidder Registrations Using the PeopleSoft Fluid User Interface
Approving Supplier Registrations Using the PeopleSoft Fluid User Interface
Reviewing Registration History
Managing Obsolete Registration Requests
Working with Supplier Change Requests
Understanding Supplier Change Requests
Setting Up Supplier Change Requests
Creating Templates for Supplier Change Requests
Requesting Changes to Supplier Information
Reviewing and Editing Supplier Change Requests
Managing Supplier Change Request Invitations
Managing Supplier Change Request Approvals
Approving Supplier Change Request Using the PeopleSoft Fluid User Interface
Reviewing Supplier Change Request History
Managing Obsolete Supplier Change Requests
Maintaining Supplier Information
Understanding Supplier Maintenance
Using Supplier Audit
Understanding Financial Sanctions Validation
Prerequisites
Common Elements Used in Maintaining Suppliers
Entering Supplier Identifying Information
Entering Supplier Addresses
Entering Supplier Contact Information
Defining Supplier Locations
Defining User Definable Supplier Fields
(USF) Entering Supplier Information for U.S. Federal Agencies
Viewing Summary Supplier Information
Approving Suppliers
Approving Suppliers Using Mobile Approvals
Maintaining Supplier Name History
Entering Single Payment Suppliers
Tracking Supplier Conversations
Understanding The Comprehensive Supplier Portal
Using The Comprehensive Supplier Portal Homepages
Understanding The Comprehensive Supplier Portal - My Alerts
Understanding The Comprehensive Supplier Portal - Pending Review
Understanding the Comprehensive Supplier Portal – Links
Managing Content for the Comprehensive Supplier Portal
Inactivating Suppliers
Searching for Reviewing and Reporting on Supplier Information
Performing and Reviewing Financial Sanctions Validation
(USA) Reporting Suppliers to the California EDD
Configuring Supplier Visualization Hierarchy
Using the Comprehensive Supplier Portal in PeopleSoft Fluid User Interface
Understanding the Comprehensive Supplier Portal in PeopleSoft Fluid User Interface
Using the Comprehensive Supplier Public Portal in PeopleSoft Fluid User Interface
Using the Supplier Public Skill on the Supplier Public Portal
Using the Comprehensive Supplier Secure Portal in PeopleSoft Fluid User Interface
Viewing the Navigation Collection for Comprehensive Supplier Portal
Using the Supplier Secure Digital Assistant
Understanding the Supplier Secure Digital Assistant
Using the Collaboration Skill
Using the General Skill
Using the Sourcing Skill
Importing Supplier Information
Understanding the Supplier Import Processes
Importing Supplier Data Using the VNDR_IMPORT Process
Running the VNDR_IMPORT Process
Testing the Results of the Import Process
Importing Suppliers Using the Supplier EIP
Using Voucher and Order Contracts
Understanding Voucher and Order Contracts
Understanding Procurement Contract Default Rules
Viewing the Group Contracts Pivot Grid
Setting Up Master Contracts
Setting Up Contract Categories
Creating Procurement Contracts
Using Load Utility for Procurement Contracts
Creating Spend Thresholds, Notifications, and Alerts for Contracts
Creating Group Single- and Multi Supplier Contracts, and Special Purpose Contracts
Using the Fluid Group and Special Purpose Contracts
Creating Contract Line Information
Generating Contract Releases
Creating Distributor and Manufacturer Contracts
Using Blanket Orders
Using Recurring Purchase Order Vouchers
Dispatching Supplier Contracts
Building Voucher Contracts
Staging Purchase Order Contracts
Viewing Contract-Related Purchase Order Line Information
Viewing Purchase Order Contract Events
Viewing Voucher Contract Events
Viewing Requisition Contract Events
Viewing Contract Change History
Using the Supplier Relationship Management (SRM) Dashboard
Understanding the SRM Dashboard
Setting Up the SRM Dashboard
Viewing SRM Dashboard Pagelets
Viewing Pagelet Details
Using the Supplier Administration Center
Understanding the Supplier Administration Center
Using the Supplier Administration Center - My Work
Using the Supplier Administration Center - Links
Using the Supplier Administration Center - Queries, Reports, and Processes
Using the Fluid User Interface for Supplier Administration
Using the Supplier 360
Understanding the Supplier 360
Using the Supplier 360 View
Understanding the Transaction Wheel
Using the Transaction Pagelets
Using Supplier 360 in PeopleSoft Fluid User Interface
Viewing the Supplier 360 Pagelets
Using Supplier Scorecarding
Understanding Supplier Scorecarding
Setting Up Supplier Scorecarding
Creating and Maintaining Evaluation Templates
Creating Evaluations
Evaluating Suppliers
Managing Evaluations
Analyzing Supplier Scorecard
Delivered Workflow for PeopleSoft Source to Settle Features
Delivered Workflow for PeopleSoft Source to Settle Features
PeopleSoft Source-to-Settle Common Information Reports
PeopleSoft Source-to-Settle Common Information Reports: General Description
PeopleSoft Source-to-Settle Common Information Reports: A to Z
Report Samples