PeopleSoft 9.2 upgrade eProcurement/Budget Overview Amy Jurgens Jim Barnaby.
©2001 Cedar™ All contents Confidential and Proprietary Direct Connect Supplier Integration...
-
Upload
theodora-holland -
Category
Documents
-
view
212 -
download
0
Transcript of ©2001 Cedar™ All contents Confidential and Proprietary Direct Connect Supplier Integration...
©2001 Cedar™All contents Confidential and Proprietary
Direct Connect Supplier Integration
Integrating Suppliers with PeopleSoft eProcurement using Direct Connect Supplier Integration
©2001 Cedar™All contents Confidential and Proprietary
What is Direct Connect?
An implementation of accepted standards that enables eProcurement users to interact directly with a supplier’s website to order items.
Users connect to the supplier’s site from the Requisition application, and select items on the site that flow back into the Requisition.
After approval, the Purchase Order can be dispatched electronically directly to the vendor.
©2001 Cedar™All contents Confidential and Proprietary
Situations before PeopleSoft
Absence of pre-encumbrance accounting and funds checking at requisition level
Separate inventory and accounting systems with poor integration
High volume of purchase orders Purchase orders had many errors
©2001 Cedar™All contents Confidential and Proprietary
Situations before PeopleSoft
Very labor intensive, paper dependent processes with lots of deviations from standard business practices!
©2001 Cedar™All contents Confidential and Proprietary
Implementation Goals
Guarantee accurate pricing, quantity & UOM Eliminate catalog maintenance Drastically reduce Req to PO turnaround time Eliminate Purchase Order errors Implement budget checking at requisition Reduce overall paper usage
©2001 Cedar™All contents Confidential and Proprietary
Process Flow for Direct Connect Using PunchOut
1) The system saves all levels of the current requisition to a global rowset
3) After building the XML, the system sends it to the supplier’s URL as defined in the supplier's node definition.
5) PeopleSoft eProcurement receives this response, in the form of a message object. Integration Broker runs a transformation from the PunchOutSetupResponse to the message behind the scenes.
4) The system returns a response to PeopleSoft eProcurement, if the user is successfully authenticated, that contains the supplier’s URL for redirection.
2) Based on the direct connect method registered to the selected supplier, the system loads the appropriate application class and runs the code to connect to the supplier.
©2001 Cedar™All contents Confidential and Proprietary
Process Flow for Direct Connect Using PunchOut
This preserves the state of the requisition so that changes made since the creation or the last save of the requisition are not lost.
6) PeopleSoft eProcurement redirects the user to the URL sent in the response from the supplier.
7) The user browses the supplier’s site, and places an order. Based on sign-on information, the supplier can maintain customer specific pricing.
8) After the order is complete and the user checks out, the supplier’s site packages the shopping cart into an XML string and places it in an HTML hidden form field.
9) The PeopleSoft eProcurement component that has been redirected to extracts the XML string from the hidden form field. The string is parsed into a PeopleSoft message using another Integration Broker transformation.
10) When the requisition component Is reinitialized, the global rowset from step 1 containing the original requisition information is reloaded. The items from the external item message, containing the shopping cart data, are added as new rows to the requisition.
©2001 Cedar™All contents Confidential and Proprietary
Requisition Process
Direct Connect business processes follow the standard eProcurement requisition process.
Requisition entry including budget checking Requisition approvals Requisitions are sourced to Purchase Orders Purchase Orders are document tolerance &
budget checked Purchase Order batch dispatched via XML
over HTTPS
©2001 Cedar™All contents Confidential and Proprietary
Direct Connect Demonstration
Log into PeopleSoft eProcurement
©2001 Cedar™All contents Confidential and Proprietary
Direct Connect Demonstration
Search the Catalog
©2001 Cedar™All contents Confidential and Proprietary
Direct Connect Demonstration
Search catalog for merchant
©2001 Cedar™All contents Confidential and Proprietary
Direct Connect Demonstration
Select vendor - custom website is displayed
©2001 Cedar™All contents Confidential and Proprietary
Direct Connect Demonstration
Select from one of the Standard Configurations
©2001 Cedar™All contents Confidential and Proprietary
Direct Connect Demonstration
Customize your Order (Dell computer in this case)
©2001 Cedar™All contents Confidential and Proprietary
Direct Connect Demonstration
Add to Cart
©2001 Cedar™All contents Confidential and Proprietary
Direct Connect Demonstration
Complete your Order
©2001 Cedar™All contents Confidential and Proprietary
Direct Connect Demonstration
Confirm your Order
©2001 Cedar™All contents Confidential and Proprietary
Direct Connect Demonstration
Add Shipping and Speedtype information Requisition is now ready for submission
©2001 Cedar™All contents Confidential and Proprietary
Direct Connect Demonstration
Once the order has been placed, it will be assigned a requisition number in PeopleSoft
Every requisition requires at least one level of approval through PeopleSoft workflow
Direct merchant requisitions are dispatched at different times of the day as XML purchase orders
©2001 Cedar™All contents Confidential and Proprietary
Key Concepts
This is not a PeopleSoft Interface Project It is an EAI Project – 2 way electronic
exchange of business documents Two parties with distinct business processes
and technical architectures Functional Business Process Integration
Business Process Re-engineering required by both parties to establish unified business process
eProcurement & eBilling processes are linked Technical Integration
©2001 Cedar™All contents Confidential and Proprietary
Direct Connect Key Enablement Technologies
XML – The universal data solvent for integration
Two main B2B standards Ariba – cXML – Punchout. Commerce One – xCBL/OCI – Roundtrip
Java 2 Enterprise Edition (J2EE) PeopleSoft Business Interlinks
Run-time pshttpenable.dll Interface Drivers
Sending XML over HTTPS protocol
©2001 Cedar™All contents Confidential and Proprietary
PeopleSoft Direct Connect - Integration
Five business documents are exchanged Punch Out Set Up Request (Sign In) Punch Out Set Up Response (Authentication) Punch Out Order Message (Shopping Cart sent
to create PeopleSoft Requisition) Punch Out Order Request (Electronic PO) Punch Out Order Response (Guarantee of PO
delivery)
©2001 Cedar™All contents Confidential and Proprietary
Major Configuration Steps #1
Create Merchant Categories Configure Merchant Profile
Enable merchant, set up logo etc. Configure Merchant Authentication
Company identifier, authentication token and initial B2B website URL
Configure Merchant Business Interlink Overrides
Set up Sign On and Purchase Order Business Interlinks
Assign Merchant Category to Vendor
©2001 Cedar™All contents Confidential and Proprietary
Major Configuration Steps #2
Configure Merchant Application Attributes Dispatch Ship To. Header – PO to be delivered to one
location. Line – multiple locations. Vendor system capabilities determines if Header or Line.
Direct Connect Method – vendor system determines if PUNCHOUT, ROUNDTRIP or OCI.
XML Schema – cXML, xCBL, ebXML. Direct Merchant Search Information
Set search words to ‘merchant’ & vendor name. Requestors trained to enter ‘merchant’ when searching catalog for easy access to all Direct Merchants.
Customer Service – vendor email/phone/fax information.
Set up Vendor with Default PO Dispatch type EDX
©2001 Cedar™All contents Confidential and Proprietary
Implementation Challenges
Working with Vendors to debug issues Requesters will have a hard time moving
away from paper catalogs Processing delayed delivery orders (for
example, orders for new school year) Replacing phone orders with Internet process
for users not used to web interface
©2001 Cedar™All contents Confidential and Proprietary
Security Concerns
All client machines (browsers) must have HTTP/HTTPS access in order to add items from a Supplier’s website.
All Application Servers that will initiate Punchout must have HTTP/HTTPS access.
RoundTrip does not require app server HTTP/HTTPS access for browser.
No inbound holes in the firewall are needed as the XML is sent in the user’s browser session.
©2001 Cedar™All contents Confidential and Proprietary
Tips and Techniques #1
Educate Direct Connect vendors on your processes so their customer support can help
Transmit the requester’s email address to the vendor and request that vendor e-mail order & shipping confirmation messages
Schedule batch processes so that dispatched Orders reach vendors before warehouse cutoffs
Ask vendor to validate for a duplicate Purchase Order ID
©2001 Cedar™All contents Confidential and Proprietary
Tips & Techniques #2
XML supports Unicode – vendor legacy back end systems may not
Vendors should not accept phone/fax/email orders
eProcurement enables eBilling – benefits are Reduces workload on Accounts Payable & Procurement. Eliminates data entry errors. More PO’s in complete status which benefits Year End
Closing process. Vendors get paid in a speedy manner.
©2001 Cedar™All contents Confidential and Proprietary
Tips & Techniques #3
Need to have the following skills in house XML (Extensible Markup Language) EAI (Enterprise Application Integration) Web based order management, back end
eBusiness systems Sending Requestor P Card Info in PO
Not used at DPS Lose budgetary and approval controls
Do not bring down PeopleSoft during Batch Dispatch!