elcom pecos demo for school districts
DESCRIPTION
The following is the audio-synchronized version of the Elcom Pecos Demonstration, featuring the SaaS Solution that powered the millions of dollars in savings for the Oakland Unified School District. To learn more about the Oakland Unified School District initiative here is the link to a radio interview with the District's Procurement Director Michael Moore (Feb. 16th, 2011): http://www.blogtalkradio.com/jon-hansen/2011/02/16/success-amidst-failure-how-oakland-usd-realized-the-promised-value-from-procurement-automation Essential Connections Blog: http://elcomusa.wordpress.com/TRANSCRIPT
![Page 1: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/1.jpg)
© ELCOM 2011
PECOS Overview
![Page 2: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/2.jpg)
© ELCOM 2011
11Buyer
Search
PECOS
1. Search for Products or Services
1. Buyer login2. Buyer searches for
items in:a. Internal hosted catalog (loaded by Elcom via simple excel template provided to Supplier)b. Supplier Web storefront (cXML punchout)
![Page 3: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/3.jpg)
© ELCOM 2011
PECOS Logon Page
![Page 4: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/4.jpg)
© ELCOM 2011
Home Page
![Page 5: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/5.jpg)
© ELCOM 2011
Search Supplier Catalogs – Hosted or External Marketplaces
![Page 6: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/6.jpg)
© ELCOM 2011
Hosted Catalogs – Search and Select Items to Add to Requisition
![Page 7: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/7.jpg)
© ELCOM 2011
External Marketplace – Browse, Search and Select Items
![Page 8: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/8.jpg)
© ELCOM 2011
Build Shopping Carts on External Sites
![Page 9: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/9.jpg)
© ELCOM 2011
Transfer Shopping Carts to PECOS Requisition
![Page 10: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/10.jpg)
© ELCOM 2011
11Buyer
Search
PECOS
2. Complete & Submit Requisition
22Requisition
1. Add items to requisition
2. Additional data – optional if defaults to be edited:a. Shipping infob. Payment-pcard or invoiceb. Attachmentsc. Financial tracking codes at header or linesd. PO number-manual entry or system will generate
3. Submit – approval optional
![Page 11: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/11.jpg)
© ELCOM 2011
Shipping & Billing Information
![Page 12: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/12.jpg)
© ELCOM 2011
Financial Allocations
![Page 13: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/13.jpg)
© ELCOM 2011
Submit Request – Approvals Invoked
![Page 14: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/14.jpg)
© ELCOM 2011
Approver
11Buyer
Search
PECOS
3. Approval
22Requisition
1. Approver receives eMail
2. Approver logs in and navigates to inbox of transactions pending approval
3. Reviewa. can be editedb. can be returned
4. Submit approval
33
Approval
![Page 15: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/15.jpg)
© ELCOM 2011
Inbox for Routed Transactions
![Page 16: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/16.jpg)
© ELCOM 2011
Approval Summary and Actions
![Page 17: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/17.jpg)
© ELCOM 2011
Supplier
Approver
11Buyer
Search
PECOS
4. Purchase Order Transmission
22Requisition
1. Approved Requisition is converted into PO(s)
2. Supplier receives POa. eMailb. cXML33
Approval
Purchase Order
44
![Page 18: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/18.jpg)
© ELCOM 2011
Status Search
![Page 19: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/19.jpg)
© ELCOM 2011
Review Status, Perform Tasks
![Page 20: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/20.jpg)
© ELCOM 2011
Audit Trail
![Page 21: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/21.jpg)
© ELCOM 2011
Supplier
Approver
Receiver
11Buyer
Search
PECOS
5. Delivery & Receipt
22Requisition
1. Goods/services delivered
2. Receiver enters receipta. Receipt date, packing slip, product condition trackedb. 3-way matching supportedc. Return tracking supported
33Approval
Purchase Order
44
5a5aGoods/Service Delivered
Receipted Goods
5b5b
![Page 22: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/22.jpg)
© ELCOM 2011
Receipts & Returns
![Page 23: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/23.jpg)
© ELCOM 2011
Supplier
Approver
FinanceDept
Receiver
11Buyer
Search
PECOS
6. Supplier Invoicing
22Requisition
1. Supplier issues Invoicea. Paperb. Electronic (cXML)
2. Invoice sent to AP (paper) and/or PECOS (electronic) for posting and matching in PECOS
33
Approval
Purchase Order
44
5a5aGoods/Service Delivered
Receipted Goods
5b5b
eInvoice6a6a
Paper Invoice
6b6b
![Page 24: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/24.jpg)
© ELCOM 2011
Invoice Posting and Entry
![Page 25: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/25.jpg)
© ELCOM 2011
Supplier
Approver
FinanceDept
Receiver
11Buyer
Search
PECOS
7. Invoicing Matching & Settlement
22Requisition
1. Invoices Matched (2- or 3-way matching supported).
2. Settlement workflow routing (Optional) for action or approval:a. Matched invoices b. Mismatched invoicesc. Credits & returns
33
Approval
Purchase Order
44
5a5aGoods/Service Delivered
Receipted Goods
5b5b
eInvoice6a6a
6b6bPaper Invoice
77
Invoice Matching
![Page 26: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/26.jpg)
© ELCOM 2011
Matching and Settlement
![Page 27: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/27.jpg)
© ELCOM 2011
Supplier
Approver
FinanceDept
Receiver
11Buyer
Search
PECOS
8. Import Transaction Data to Finance System
22Requisition 1. Export batches
generated (orders, receipts, returns, invoices, as required)
2. Export data posted to Finance System
33
Approval
Purchase Order
44
5a5aGoods/Service Delivered
Receipted Goods
5b5b
eInvoice6a6a
6b6bPaper Invoice
77Invoice
Matching
Export and Post to Finance System
88User or Automated Process
![Page 28: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/28.jpg)
© ELCOM 2011
Reporting
Suite of 14 Standard Reports
Purchasing activity Requisition and PO details Requisitions and POs by status Orders by supplier Category analysis Orders by financial segment Monthly purchasing activity Outstanding receiving ……
Exportable to Adobe PDF or Microsoft Excel format
![Page 29: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/29.jpg)
© ELCOM 2011
Many Reports Contain Multiple Data Views, Drilldown Functionality
![Page 30: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/30.jpg)
© ELCOM 2011
Users with administrative privileges can maintain the following data: Company hierarchal levels and settings Procurement cards Users, business rules for users, assigned privileges Approval criteria Approver role assignments Approval groups Catalogs and Suppliers Supplier access rules Financial tracking codes Financial tracking code access rules Report access
Administration Subsystem
![Page 31: Elcom PECOS Demo for School Districts](https://reader036.vdocuments.site/reader036/viewer/2022062300/5554f84eb4c90566278b552f/html5/thumbnails/31.jpg)
© ELCOM 2011
Administration