ps7 direct connect

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2001 CedarAll contents Confidential and Proprietary

Direct Connect SupplierIntegration

Integrating Suppliers with

PeopleSoft eProcurement usingDirect Connect Supplier Integration


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What is Direct Connect?

An implementation of accepted standards that

enables eProcurement users to interact directly with

a suppliers website to order items.

Users connect to the suppliers 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.


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Situations before PeopleSoft

Very labor intensive, paper dependent processes

with lots of deviations from standard business

practices!


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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


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Process Flow for Direct ConnectUsing PunchOut

1) The system saves all levels of the currentrequisition to a global rowset

3) After building the XML, the system sends itto the suppliers URL as defined in the

supplier's node definition.

5) PeopleSoft eProcurement receives thisresponse, in the form of a message object.Integration Broker runs a transformation from

the PunchOutSetupResponse to the messagebehind the scenes.

4) The system returns a response to

PeopleSoft eProcurement, if the user issuccessfully authenticated, that contains thesuppliers URL for redirection.

2) Based on the direct connect methodregistered to the selected supplier, the systemloads the appropriate application class and

runs the code to connect to the supplier.


7/292001 Cedar

All contents Confidential and Proprietary

Process Flow for Direct ConnectUsing PunchOut

This preserves the state of the requisition so that changesmade since the creation or the last save of the requisition arenot lost.

6) PeopleSoft eProcurement redirects the user to the URL

sent in the response from the supplier.

7) The user browses the suppliers site, and places an order.

Based on sign-on information, the supplier can maintaincustomer specific pricing.

8) After the order is complete and the user checks out, the

suppliers site packages the shopping cart into an XML stringand places it in an HTML hidden form field.

9) The PeopleSoft eProcurement component that has beenredirected to extracts the XML string from the hidden formfield. The string is parsed into a PeopleSoft message usinganother Integration Broker transformation.

10) When the requisition component Is reinitialized, the globalrowset from step 1 containing the original requisitioninformation is reloaded. The items from the external itemmessage, containing the shopping cart data, are added asnew rows to the requisition.


8/292001 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


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Direct Connect Demonstration

Log into PeopleSoft eProcurement


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Search the Catalog


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Search catalog for merchant


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Select vendor - custom website is displayed


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Select from one of the Standard Configurations


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Customize your Order (Dell computer in this case)


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Complete your Order


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Confirm your Order


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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 atdifferent times of the day as XML purchase orders


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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 bothparties to establish unified business process

eProcurement & eBilling processes are linked

Technical Integration

Di C K E bl


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Direct Connect Key EnablementTechnologies

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


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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


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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


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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 forusers not used to web interface


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Security Concerns

All client machines (browsers) must have

HTTP/HTTPS access in order to add items from a

Suppliers 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 users browser session.


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Tips and Techniques #1

Educate Direct Connect vendors on your processes

so their customer support can help

Transmit the requesters email address to thevendor 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


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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 POs in complete status which benefits Year End Closing

process.

Vendors get paid in a speedy manner.


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ps7 direct connect

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