Transcription

PeopleSoft FSCM 9.2: eSupplierConnectionMarch 2013

PeopleSoft FSCM 9.2: eSupplier ConnectionCDSKU fscm92pbr0Copyright 1992-2013, Oracle and/or its affiliates. All rights reserved.Trademark NoticeOracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarksof their respective owners.Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarksare used under license and are trademarks or registered trademarks of SPARC International, Inc.AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks ofAdvanced Micro Devices. UNIX is a registered trademark of The Open Group.License Restrictions Warranty/Consequential Damages DisclaimerThis software and related documentation are provided under a license agreement containing restrictionson use and disclosure and are protected by intellectual property laws. Except as expressly permittedin your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast,modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by anymeans. Reverse engineering, disassembly, or decompilation of this software, unless required by law forinteroperability, is prohibited.Warranty DisclaimerThe information contained herein is subject to change without notice and is not warranted to be error-free.If you find any errors, please report them to us in writing.Restricted Rights NoticeIf this is software or related documentation that is delivered to the U.S. Government or anyone licensing iton behalf of the U.S. Government, the following notice is applicable:U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integratedsoftware, any programs installed on the hardware, and/or documentation, delivered to U.S. Governmentend users are "commercial computer software" pursuant to the applicable Federal Acquisition Regulationand agency-specific supplemental regulations. As such, use, duplication, disclosure, modification,and adaptation of the programs, including any operating system, integrated software, any programsinstalled on the hardware, and/or documentation, shall be subject to license terms and license restrictionsapplicable to the programs. No other rights are granted to the U.S. Government.Hazardous Applications NoticeThis software or hardware is developed for general use in a variety of information managementapplications. It is not developed or intended for use in any inherently dangerous applications, includingapplications that may create a risk of personal injury. If you use this software or hardware in dangerousapplications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, andother measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for anydamages caused by use of this software or hardware in dangerous applications.

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ContentsPreface.ixUnderstanding the PeopleSoft Online Help and PeopleBooks. ixPeopleSoft Hosted Documentation. ixLocally Installed Help. ixDownloadable PeopleBook PDF Files.ixCommon Help Documentation.ixField and Control Definitions. xTypographical Conventions. xISO Country and Currency Codes. xiRegion and Industry Identifiers. xiAccess to Oracle Support.xiiDocumentation Accessibility.xiiUsing and Managing the PeopleSoft Online Help.xiiPeopleSoft FSCM Related Links. xiiContact Us. xiiiFollow Us.xiiiChapter 1: Maintaining Supplier Information. 15Understanding Supplier Information Maintenance.15Prerequisites. 15Establishing Self-Service Security for Suppliers.15Maintaining Users. 20Pages Used to Maintain Users. 21Define Supplier User Page.21Maintain Supplier Information - Setup User Page. 23Maintaining Supplier Address Information. 23Pages Used to Maintain Supplier Address Information.23Maintaining Supplier Contact Information.24Pages Used to Maintain Supplier Contact Information. 24Sending Email Messages. 25Chapter 2: Maintaining RFQ Responses. 27Understanding the eRFQ Feature. 27eRFQ Process Flow.27Common Elements Used in Maintaining RFQ Responses.28Reviewing and Responding to RFQs. 28Pages Used to Review and Respond to RFQs.28Request for Quotes - Filter Options Page.29Request for Quotes - Request for Quote List Page. 30Request for Quotes - Request for Quote Details Page. 31Request for Quotes - Request for Quote Response Page. 31Request for Quote History Page. 34Chapter 3: Acknowledging Purchase Orders Online.37Understanding Online POAs. 37POA Status. 39Creating Online POAs (Suppliers). 42Pages Used to Create Online POAs.42Acknowledge Purchase Orders - Search/Filter Acknowledgements Page. 43Acknowledge Purchase Orders - Acknowledgement Summary Page. 44Copyright 1992-2013, Oracle and/or its affiliates. All rights reserved.v

ContentsAcknowledge Purchase Orders - Acknowledgement Details Page.47Reviewing and Approving Online POAs (Buyers). 48Pages Used to Review and Approve Online POAs. 48Manage PO Acknowledgements Page. 49Manage PO Acknowledgements - Acknowledgement Summary Page. 50Responding on Behalf of the Supplier (Buyers). 52Pages Used to Respond on Behalf of the Supplier.52Responding On Behalf of the Supplier.53Chapter 4: Creating Advanced Shipping Notices. 55Understanding Supplier ASNs.55Creating Supplier ASNs.56Pages Used to Create Supplier ASNs. 56Creating Supplier ASNs. 56Reviewing ASN History By Suppliers.58Pages Used to Review ASN History By Suppliers. 59Reviewing ASN History By Employees. 60Pages Used to Review ASN History By Employees.60Chapter 5: Reviewing Supplier Account Activity. 61Understanding Supplier Account Activity.61Common Element Used in Reviewing Supplier Account Activity. 61Setting Up Supply Side Print Capability.61Pages Used to Set Up Supply Side Print Capability. 62Setting Up Security. 62Configuring External Access. 63Reviewing POs.63Pages Used to Review POs.64Purchase Orders - Purchase Order List Page.65Purchase Orders - Purchase Order Details Page.67Reviewing Order Summaries.70Pages Used to Review Order Summaries. 70View Order Summary - Order Schedule Page.70View Order Summary - Change Order Details Page.71Reviewing Receipts.71Pages Used to Review Receipts.71Review Receipts - Receipt Details Page.72Reviewing Invoices.72Pages Used to Review Invoices.73Review Invoices - Invoice Details Page. 73Review Invoices - Receipt Lines Page. 74Reviewing Payments.75Pages Used to Review Payments.75Review Payments - Payment Details Page. 75Reviewing Account Balances. 76Pages Used to Review Account Balances. 76Account Balances - Balances by Currency Page.77Account Balances - Invoice Details Page.77Chapter 6: Reviewing Supplier Performance. 79Understanding Supplier Performance Metrics.79Supplier Metric Access. 79On-Time Metric. 79Quantity Metric.80viCopyright 1992-2013, Oracle and/or its affiliates. All rights reserved.

ContentsQuantity Ordered Versus Received Metric. 80Quality Metric.80Prerequisites. 81Defining Supplier Performance Targets and Tolerances. 82Pages Used to Define Supplier Performance Targets and Tolerances. 82Understanding Metric Display. 82Defining System Targets and Tolerances.83Defining Supplier-Specific Targets and Tolerances.84Viewing Supplier Performance Metrics.85Pages Used to View Supplier Performance Metrics. 85Understanding Viewing Supplier Performance Metrics.86Common Elements Used in This Section. 86View Supplier Shipment Performance - On-Time Performance Page. 87View Supplier Shipment Performance - Quantity Performance Page. 91Viewing Quality Performance Details. 92View Supplier Shipment Performance - PO/Receipt Quantity Performance Page. 93Chapter 7: Using PeopleSoft eSupplier Connection Pagelets. 95Understanding PeopleSoft eSupplier Connection Pagelets. 95Pagelet Security. 95Understanding Pagelets By Role. 96Supplier - Application Administrator Pagelets. 96Supplier - Customer Service Rep. 97Supplier - Production Manager. 97Supplier - Warehouse Personnel. 97Personalizing Supplier-Facing Pagelets.97Pages Used to Personalize Supplier-Facing Pagelets. 98Personalizing Supplier Pagelet User Defaults. 98Viewing Supplier Activities.98Pagelets Used to View Supplier Activities. 99Recently Dispatched POs Pagelet. 100Recently Dispatched RFQs Pagelet. 101Recent ASNs Pagelet. 102Recently Dispatched Schedules Pagelet.103Remaining Quantity Balances Pagelet. 103Viewing Supplier Performance. 104Pagelets Used to View Supplier Performance. 104On-Time Performance Pagelet. 105Quantity Performance Pagelet.105Quality Performance Pagelet.106PO/Receipt Quantity Performance Pagelet. 107Appendix A: Delivered Workflows for PeopleSoft eSupplier Connection. 109Delivered Workflows for PeopleSoft eSupplier Connection.109PO RFQ Dispatch.109Notify Supplier. 109PO Acknowledgement. 110Copyright 1992-2013, Oracle and/or its affiliates. All rights reserved.vii

ContentsviiiCopyright 1992-2013, Oracle and/or its affiliates. All rights reserved.

PrefaceUnderstanding the PeopleSoft Online Help and PeopleBooksThe PeopleSoft Online Help is a website that enables you to view all help content for PeopleSoftApplications and PeopleTools. The help provides standard navigation and full-text searching, as well ascontext-sensitive online help for PeopleSoft users.PeopleSoft Hosted DocumentationYou access the PeopleSoft Online Help on Oracle’s PeopleSoft Hosted Documentation website, whichenables you to access the full help website and context-sensitive help directly from an Oracle hostedserver. The hosted documentation is updated on a regular schedule, ensuring that you have access to themost current documentation. This reduces the need to view separate documentation posts for applicationmaintenance on My Oracle Support, because that documentation is now incorporated into the hostedwebsite content. The Hosted Documentation website is available in English only.Locally Installed HelpIf your organization has firewall restrictions that prevent you from using the Hosted Documentationwebsite, you can install the PeopleSoft Online Help locally. If you install the help locally, you have morecontrol over which documents users can access and you can include links to your organization’s customdocumentation on help pages.In addition, if you locally install the PeopleSoft Online Help, you can use any search engine for fulltext searching. Your installation documentation includes instructions about how to set up Oracle SecureEnterprise Search for full-text searching.See PeopleTools 8.53 Installation for your database platform, “Installing PeopleSoft Online Help.” If youdo not use Secure Enterprise Search, see the documentation for your chosen search engine.Note: Before users can access the search engine on a locally installed help website, you must enable theSearch portlet and link. Click the Help link on any page in the PeopleSoft Online Help for instructions.Downloadable PeopleBook PDF FilesYou can access downloadable PDF versions of the help content in the traditional PeopleBook format.The content in the PeopleBook PDFs is the same as the content in the PeopleSoft Online Help, but it hasa different structure and it does not include the interactive navigation features that are available in theonline help.Common Help DocumentationCommon help documentation contains information that applies to multiple applications. The two maintypes of common help are: Application FundamentalsCopyright 1992-2013, Oracle and/or its affiliates. All rights reserved.ix

Preface Using PeopleSoft ApplicationsMost product lines provide a set of application fundamentals help topics that discuss essential informationabout the setup and design of your system. This information applies to many or all applications in thePeopleSoft product line. Whether you are implementing a single application, some combination ofapplications within the product line, or the entire product line, you should be familiar with the contentsof the appropriate application fundamentals help. They provide the starting points for fundamentalimplementation tasks.In addition, the PeopleTools: PeopleSoft Applications User's Guide introduces you to the variouselements of the PeopleSoft Pure Internet Architecture. It also explains how to use the navigationalhierarchy, components, and pages to perform basic functions as you navigate through the system. Whileyour application or implementation may differ, the topics in this user’s guide provide general informationabout using PeopleSoft Applications.Field and Control DefinitionsPeopleSoft documentation includes definitions for most fields and controls that appear on applicationpages. These definitions describe how to use a field or control, where populated values come from, theeffects of selecting certain values, and so on. If a field or control is not defined, then it either requiresno additional explanation or is documented in a common elements section earlier in the documentation.For example, the Date field rarely requires additional explanation and may not be defined in thedocumentation for some pages.Typographical ConventionsThe following table describes the typographical conventions that are used in the online help.Typographical ConventionDescriptionBoldHighlights PeopleCode function names, business functionnames, event names, system function names, method names,language constructs, and PeopleCode reserved words that mustbe included literally in the function call.ItalicsHighlights field values, emphasis, and PeopleSoft or otherbook-length publication titles. In PeopleCode syntax, italicitems are placeholders for arguments that your program mustsupply.Italics also highlight references to words or letters, as in thefollowing example: Enter the letter O.xKey KeyIndicates a key combination action. For example, a plus sign ( ) between keys means that you must hold down the first keywhile you press the second key. For Alt W, hold down the Altkey while you press the W key.Monospace fontHighlights a PeopleCode program or other code example. . . (ellipses)Indicate that the preceding item or series can be repeated anynumber of times in PeopleCode syntax.Copyright 1992-2013, Oracle and/or its affiliates. All rights reserved.

PrefaceTypographical ConventionDescription{ } (curly braces)Indicate a choice between two options in PeopleCode syntax.Options are separated by a pipe ( ).[ ] (square brackets)Indicate optional items in PeopleCode syntax.& (ampersand)When placed before a parameter in PeopleCode syntax,an ampersand indicates that the parameter is an alreadyinstantiated object.Ampersands also precede all PeopleCode variables. This continuation character has been inserted at the end of aline of code that has been wrapped at the page margin. Thecode should be viewed or entered as a single, continuous lineof code without the continuation character.ISO Country and Currency CodesPeopleSoft Online Help topics use International Organization for Standardization (ISO) country andcurrency codes to identify country-specific information and monetary amounts.ISO country codes may appear as country identifiers, and ISO currency codes may appear as currencyidentifiers in your PeopleSoft documentation. Reference to an ISO country code in your documentationdoes not imply that your application includes every ISO country code. The following example is acountry-specific heading: "(FRA) Hiring an Employee."The PeopleSoft Currency Code table (CURRENCY CD TBL) contains sample currency code data. TheCurrency Code table is based on ISO Standard 4217, "Codes for the representation of currencies," andalso relies on ISO country codes in the Country table (COUNTRY TBL). The navigation to the pageswhere you maintain currency code and country information depends on which PeopleSoft applicationsyou are using. To access the pages for maintaining the Currency Code and Country tables, consult theonline help for your applications for m

Understanding the PeopleSoft Online Help and PeopleBooks The PeopleSoft Online Help is a website that enables you to view all help content for PeopleSoft Applications and PeopleTools. The help provides standard navigation and full-text searching, as well as context-sensitive online help for PeopleSoft users. PeopleSoft Hosted Documentation