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SRM SRM ‐‐ Shopper Personal SettingsShopper Personal Settings

Supplier Relationship Management Supplier Relationship Management ‐‐ MM SRM_SPS_200MM SRM_SPS_200 11

Supplier Relationship Supplier Relationship ManagementManagement

Shopper Personal SettingsShopper Personal SettingsMM SRM_SPS_200MM SRM_SPS_200

Click anywhere on the slide to proceed through this courseClick anywhere on the slide to proceed through this course

Check for UnderstandingCheck for Understanding

• The Check for Understanding is a series of questions which will be presented at the end of the course.

• You must successfully complete the Check for Understanding to get credit for the course completion.

• To complete:

1. Click on the radio button next to your answer

2. Click on the Submit button

3. Click any where on the slide to continue

4. Repeat Steps 1 through 3 for each question

SRM SRM ‐‐ Shopper Personal Settings Shopper Personal Settings ‐‐MM SRM_SPS_200MM SRM_SPS_200

5. After answering all of the questions, the Quiz Results will display

6. Upon passing, click on the Continue button to continue to the next slide

7. If you do not pass, you will need to retake the quiz.

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Definition of SRMDefinition of SRM

Supplier Relationship Management (SRM) is an SAP product that facilitates public procurement via a web‐based platform.

•Enables end users to procure goods and services via a “Shopping Cart” environment.

•Generates savings for the University through use of electroniccatalogs and contracts.

SRM SRM ‐‐ Shopper Personal Settings Shopper Personal Settings ‐‐MM SRM_SPS_200MM SRM_SPS_200 33

Implementation PlanningImplementation Planning

SRM Implementation Schedule

Phase 1 Phase 1 – Campus

Pilot Groups Online Training – August 2011Pilot Groups Online Training August 2011

Pilot Groups Go‐Live – September 1, 2011

Campus Online Training – September 2011

Campus Go‐Live – October 1, 2011

Post Go‐Live Open labs will be available for walk‐in training and assistance.

Phase 2 Phase 2 – Healthcare

Summer 2012




Role TerminologyRole Terminology

CurrentCurrent SSAP AP TermTermNew SRM New SRM TermTerm

SAP RoleSAP Role SRM RoleSRM Role

Requisition Shopping Cart Requisitioner ShopperRequisition Shopping Cart Requisitioner Shopper

Approve/Release Approve Approver Approver

Receiving Confirming Receiver Confirmer


Role CombinationsRole Combinations

SRM Role CombinationsSRM Role Combinations

Shopper – Approverpp pp

Shopper – Confirmer

Approver – Confirmer

For security reasons with Materials Management access,For security reasons with Materials Management access,l h 2 f th 3 l il bll h 2 f th 3 l il bla person can only have 2 of the 3 roles available. a person can only have 2 of the 3 roles available.




SRM New TerminologySRM New Terminology

TermTerm DefinitionDefinition

POWLPersonalized Object Work List, a.k.a. “dashboard”, serves as the Shopper’s home or starting point, contains queries, document history, etc.

Attributes End‐user’s personal settings

CatalogAlso known as “punchouts”, catalogs are located on external suppliers’ websites

Contracts Pre‐loaded contracted items available to the Shopper in SRM

I t d f R i iti th t l tili d b Sh t


Shopping CartInstead of a Requisition, the tool utilized by Shoppers to purchase goods and/or services

Workflow Process by which documents route to Inboxes within SRM

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Current SAP Purchasing ProcessCurrent SAP Purchasing Process

PurchaseG d I i

Quote RequisitionRequisition ApprovalPurchase Order

Processing

Goods Receipt

Invoice Posting

•Departments usually initiate process with vendor quote and requisition entry.

•Requisition arrives at Purchasing after approval.

•Purchasing processes purchase order based on established policies and procedures.

•Goods Receipts and Invoice Postings complete the 3‐way match.




New SRM Purchasing Process New SRM Purchasing Process –– Catalogs/ContractsCatalogs/Contracts

C tC tPurchase

Create Create Shopping Shopping CartCart

Approval Order Auto‐sends to Supplier

Goods Confirmation

Invoice Posting

•Catalogs and contracts are created and maintained by Purchasing, thus creating the h f h dShopping Cart experience for the end user.

•If a needed good or service is not available from a catalog or contract, the Shopper may obtain a quote and enter a “free text” Shopping Cart.

•Encumbrance occurs when Shopping Cart is approved.


Log On Log On –– myUKmyUK Portal & Shopper Tab Portal & Shopper Tab

2. Navigate to the Shopper Tab

Launch Pad icons are not used with SRM roles. Launch Pad icons are not used with SRM roles.

2. Navigate to the Shopper Tab

Launch Pad icons are not used with SRM roles. Launch Pad icons are not used with SRM roles.

1. Login to myUK Portal1. Login to myUK Portal


The Portal screen view is determined by the end user’s assigned rolesThe Portal screen view is determined by the end user’s assigned rolesThe Portal screen view is determined by the end user’s assigned rolesThe Portal screen view is determined by the end user’s assigned roles



Personal Settings OverviewPersonal Settings Overview

Personal SettingsPersonal Settings relate to the user’s personal data and are established at Site Navigation.

•Default information populates into this area based on data from Human Resources org structure.

•Personal Settings must be confirmed and set‐up for all roles during the first visit to SRM to ensure successful execution of tasks.


Personal SettingsPersonal Settings

Site NavigationSite Navigation

1 S l t Sh t b

Site NavigationSite Navigation

1 S l t Sh t b

2. Click Settings

1. Select Shopper tab

2. Click Settings

1. Select Shopper tab




Personal Settings Personal Settings –– Personal Data Personal Data 4. If changes need to be made to your Personal Data, click Edit and update information

3. Review Personal Data on both the Position tab and User Account tab

Form of Address i i d

4. If changes need to be made to your Personal Data, click Edit and update information

3. Review Personal Data on both the Position tab and User Account tab

Form of Address i i dis requiredis required


5. Click Save5. Click Save

1313

Personal Settings Personal Settings –– AttributesAttributes

AttributesAttributes are default settings which populate into every Shopping Cart to facilitate a more efficient shopping experience.

The following attributes can be set as defaults:A A i C•Account Assignment Category

•Cost Center•WBS Element

•Delivery Address

Not setting attributes will require manual entry of components for every Shopping Cart.




Attribute Attribute –– Account AssignmentAccount AssignmentAccount Assignment Attribute dictates which type of account Account Assignment Attribute dictates which type of account

assignment will default into each Shopping Cart. assignment will default into each Shopping Cart.

1. Select Edit

Account Assignment Attribute dictates which type of account Account Assignment Attribute dictates which type of account assignment will default into each Shopping Cart. assignment will default into each Shopping Cart.

1. Select Edit

2. Select Account Assignment Category as the Attribute type2. Select Account Assignment Category as the Attribute type


Attribute Attribute –– Account AssignmentAccount Assignment

This task is only for selecting the “type” of account assignment to default into This task is only for selecting the “type” of account assignment to default into each Shopping Cart. The actual cost center or WBS numbers are entered on each Shopping Cart. The actual cost center or WBS numbers are entered on

the following screens.the following screens.

3. Click Standard radio button, to activate default Account Assignment Category type




Attribute Attribute –– Cost CenterCost Center

4. Select Cost Center from the drop down menu to assign a default Cost Center number4. Select Cost Center from the drop down

menu to assign a default Cost Center number

6. Enter the Cost Center #

5. Select Logical System (only one choice is available)

6. Enter the Cost Center #

5. Select Logical System (only one choice is available)

If Cost Center is unknown, click Possible Entries icon

to search

If Cost Center is unknown, click Possible Entries icon

to search


Attribute Attribute –– Delivery AddressDelivery Address

1. Select Delivery Address drop down menu1. Select Delivery Address drop down menu

2. Verify correct Delivery Address 2. Verify correct Delivery Address


3. Click the Standard radio button to activate default Delivery Address

3. Click the Standard radio button to activate default Delivery Address



Attribute Attribute –– Alternative Delivery AddressAlternative Delivery Address

1. Click Add Line to add alternative Delivery Address

While it is possible to add multiple alternative delivery addresses, While it is possible to add multiple alternative delivery addresses, only one default may be selected at a given time .only one default may be selected at a given time .

1. Click Add Line to add alternative Delivery Address

While it is possible to add multiple alternative delivery addresses, While it is possible to add multiple alternative delivery addresses, only one default may be selected at a given time .only one default may be selected at a given time .

2. Click Possible Search Entries icon to search for address3. Locate and highlight desired

alternate Delivery Address.

2. Click Possible Search Entries icon to search for address3. Locate and highlight desired

alternate Delivery Address.

5. Click the Standard radio button to activate the alternative, default delivery address

4. Click OK

5. Click the Standard radio button to activate the alternative, default delivery address

4. Click OK


Attribute Attribute –– WBS ElementWBS Element

1. Select WBS Element1. Select WBS Element

2. Select Logical System from the drop down list (there is only one choice)

Note: If WBS Element is unknown, click Possible Search Entries icon to conduct search


3. Enter WBS Element #

2. Select Logical System from the drop down list (there is only one choice)


3. Enter WBS Element #




Personal Settings Personal Settings –– Designate Substitute ShoppersDesignate Substitute Shoppers

Substitute Shoppers are persons allowed to set‐up, view and respond on behalf of a Shopper.

•Only Shoppers may designate, in their Personal Settings tab, their own Substitute Shoppers.

•Substitute Shoppers must have the Shopper role before they can be designated.

•Unless a Substitute Shopper is designated, no one will be able to create or view the Shopper’s Shopping Cart.



1 Click User Account tab1 Click User Account tab

2 Select Add Line

NoteNote: Verify you are in Edit mode to make changes

1. Click User Account tab

2 Select Add Line

NoteNote: Verify you are in Edit mode to make changes

1. Click User Account tab

2. Select Add Line2. Select Add Line





3. Select Possible Search Entries icon

4. Enter the name of the desired Substitute

Sh

3. Select Possible Search Entries icon

4. Enter the name of the desired Substitute

ShShopper

5. Select Start Search

Shopper

5. Select Start Search

6. Highlight correct Substitute Shopper

7. Click OK

6. Highlight correct Substitute Shopper

7. Click OK



7. Enter date on which substitute role is to end or 12/31/9999 = indefinite

assignment

6. Enter date on which substitute role is to begin

7. Enter date on which substitute role is to end or 12/31/9999 = indefinite

assignment

6. Enter date on which substitute role is to begin

8. Click Save8. Click Save




Log OffLog Off

Click Log off to end myUK session

Click Log off to end myUK session

IMPORTANT:IMPORTANT: Do not click the redred “XX” in the upper right hand corner of your screen to exit, as you willIMPORTANT:IMPORTANT: Do not click the redred “XX” in the upper right hand corner of your screen to exit, as you willright hand corner of your screen to exit, as you will lose all your work. Click “Log Off” link instead.

right hand corner of your screen to exit, as you will lose all your work. Click “Log Off” link instead.


SRM Help Web SitesSRM Help Web Sites

•• myHelp myHelp –– MM & Purchasing Help web siteMM & Purchasing Help web site: http://myHelp.uky.edu/rwd/HTML/MM.html

– Contains Quick Reference Cards, updated and printable course manuals, Reference Manual, etc.manuals, Reference Manual, etc.

•• IRISIRIS‐‐MM web siteMM web site: http://www.uky.edu/IRIS/MM


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