jd edwards enterpriseone requisition self-service

JD Edwards EnterpriseOne Requisition Self-Service

• Requisition Self Service at a Glance

• Benefits

• Business Process

• Features

• Summary

Agenda

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Requisition Self Service: At-a-Glance


Buyer

• Approve vendors• Define policies

Requestor

• Access preferred vendors• Compare items side-by-

side• Assign accurate price• Track approvals & orders

BudgetHolder

• Verify budget &policy compliance

• Assess available budget and expenses

Manage Compliance

Procurement and Finance

• Reconcile payments to purchases• Detect budget and policy

exceptions• Pay suppliers and track discounts

Identify and Approve Suppliers Shop and Order Approve or Change

Requisition Self Service: Benefits


• Leverage employee self-service• Automate routine tasks• Increase order accuracy

Streamlines Employee Ordering

• Reduce off-contract purchasing• Leverage operational spending• Increase visibility of expenditures against budget

Enforces Policies

• Reduce cost for every requisition• Source from preferred suppliers• Eliminate unnecessary expediting of goods and services

Reduces Procurement Costs

Requisition Self Service: Business Process Flow


Shop forgoods & services

• Familiar web-shoppininterface

• Powerful search• Inline shopping cart• Delegate entry

• Easy web checkout• Project, work order,

reference• Supporting attachments

• Online• Email• Employee or group• Business unit• Delegate approvals

Populate requisition

Order fulfillment and execution

Commoditystructure Special request

• Self-service change management:- Withdraw, cancel

- Change price, amount, need-by-date

• PO status, shipment tracking

• Desktop receiving• Invoice and payment

status• Delegate receiving

Seek approval

Request changes

Place an order

Features


• Intuitive web shopping interface

• Easy to learn and use which ensures rapid adoption

• Quickly search for and locate goods and services using a commodity structure which organizes

products and services in a meaningful manner

• Direct connect to supplier site for shopping

• Supports stock items, non-stock items, and services

• Filters approved choices for items and services

• Automatically place order and track status

• Send Special request to buyer

• Supports encumbrances and budget checking

Requisition Entry


• View requisitions

• Filter by status, date, commodity, and so on.

• View approval status

• Who is on the approval list

• Status of each required approval

• Maintain requisitions

• Edit existing requisitions

• Add new requisitions

Requisition Inquiry


• Approval routing methods

• Employee number Group, Business Unit, Commodity

• Variety of message delivery methods

• E-mail, work center etc.

• Delegations

• Workbench for approvers

• Requestor automatically alerted about exceptions (for example: Denied in approval cycle)

Requisition Approvals


• Enables buyer to manage by exceptions

• Expedite or defer requisitions

• Change supplier and cost

• Simulate purchase order creation

• View consolidation of requisitions

• Create purchase orders

• Immediate or batch creation

Requisition Expeditor


• Receiving methods

• Standard receipts by receiving department

• Assumed receipt of goods or services

• Desktop receiving with one click

• Record packing slip and waybill information

• Receive by requisition number

• Maintain integrity between requisition number and purchase order

• Automatically generate invoice based on receipt

• Supported actions

• Partial, full, or over receive

• Close, cancel, reverse

• Access through employee portal

Desktop Receiving


Summary


Requisition Self Service: Summary


• Intuitive user interface with flexible controls, direct connect option, and self-service fulfillment tracking

Streamlines Employee Ordering

• Provides the option to define commodity structure and approval workflow that support company’s spending policies

Enforces Policies

• An end-to-end automated purchasing processReduces Procurement Costs

• How much do you spend on indirect goods each year?

• What are your top 10 categories of indirect goods?

• How much do you spend on these categories?

• How much of your spend is maverick or unauthorized spend?

• How many requisitions are issued each year?

• Is your procurement centralized or decentralized?

• What is the length of your requisition cycle?

• How much does it cost your organization to process apurchase order?

• How is supplier performance data collected and managed?

• How do your buyers spend the majority of their time?

Figure Out Your Challenges


jd edwards enterpriseone requisition self-service

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