Welcome to Marketplace e-Procurement May 2017 MnCCECT Conference - PowerPoint PPT Presentation

Campus Service Cooperative Welcome to Marketplace e-Procurement May 2017 MnCCECT Conference

Introductions • Steve Hawrysh 2

Agenda • Overview of the System • Roles/Workflow • Security and Access • Walkthrough Procurement Scenarios • Review Sourcing • Review Total Contract Management (TCM) • Spend Radar • Next Steps 3

Overview of the System • Review system navigation and controls • Flow – cart, requisition, PO, receipt, invoicing • Catalogs – Punch outs – Hosted – Internal • Non-Catalog purchase orders 4

Overview of the System 5

Shopping Overview of the System Notification Bar Nav Bar Forms Catalogs Message Area Search 6

Roles • Administration • Approver • Purchasing • Receiving • Accounts Payable • Requisition/Shopper • Sourcing • TCM • MarketPlace Security and Roles 7

Security and Access • Add security in ISRS • Flow to Marketplace 8

Workflow • Overview of workflow process 9

Walkthrough Procurement Scenarios • Catalog order 10

Select Catalog 11

Select from Catalog 12

Create a Requisition 13

Item in Cart 14

Submit Requisition 15

Workflow Steps - Status 16

Walkthrough Procurement Scenarios • Non-catalog order 17

Select Non-Catalog Item 18

Enter Non-Catalog Information 19

Enter Non-Catalog Information 20

Non-Catalog Item in Cart 21

Ready to Submit 22

View Status 23

Shopping 24

Shopping Search 25

Review Sourcing • Create events • Manage bids • Configurable workflows • RFx templates • Reverse auctions • Award contracts • Content libraries 26

Review Total Contract Management (TCM) • Create contract • Manage approvals • Configurable workflows • Notifications • Collaboration • Contract templates • Contract libraries • Clause libraries • Archive 27

Spend Radar • Performance analytics • Spend History • Spend Categories • Analyze by category • Projections 28

Plan • Overall Plan • Phase Orientation • CU Implementation • Close PCS in ISRS 29

Overall Plan 30

Phase Orientation 31

Questions • SharePoint site: https://mnscu.sharepoint.com/sites/mnscuprocurement – Marketplace information – Training material – Communications – Contracts – Project plans • Contact info – Michael.Noble-Olson@minnstate.edu 651-201-1445 – Steve.Hawrysh@minnstate.edu 320-223-6447 – marketplace@so.mnscu.edu. 32