We offer consulting support for implementations, upgrades, or adhoc project work. Here is a look at some of the projects we have completed for our clients.
cXML Invoice Interface
This is a custom synchronous transaction that can be used with suppliers that support cXML for eProcurement and PO Dispatch. When the invoice is received, it will be validated against the purchase order and enforce duplicate invoice checking. The interface will check the four sets of voucher build stating tables to ensure the invoice has not previously been received or manually keyed into PeopleSoft. Once valid, a VOUCHER_BUILD message will be created and re-published locally and the invoice can be converted into a voucher by running the Voucher Build process for XML Invoices.
XMLP Printed Purchase Order
Every client we have worked with has requested that changes be made to the printed purchase order. We have modified the printed purchase order using XMLP for several recent clients to meet their needs, including implementing Buyer Signatures.
XMLP Accounts Payable Check
With the transition from Crystal Reports to BI Publisher, the check in Accounts Payable has become increasingly difficult to customize. We have helped clients convert to the new check and implement dynamic digital signatures by Business Unit. The same check format is used to print employee expense checks and any other disbursement from Accounts Payable.
We assisted a recent client with the development of HUB (Historically Underutilized Business Program) reports to become state compliant. The Texas statewide HUB Program facilitates the use of HUBs in state procurement and provides information on the state’s procurement process to minority and woman- owned businesses.
In accordance with state law, each state agency shall make a good faith effort to utilize HUBs in contracts for construction, services (including professional and consulting services) and commodities purchases.
These report processes were also distributed to other institutions within the Texas system.
SciQuest is the largest public provider of Software-as-a-Service (SaaS) procure-to-pay technology. We assisted a recent client with integrating PeopleSoft eProcurement via PunchOut, Purchasing cXML PO Dispatch, and a custom cXML Invoice interface to facilitate a true end-to-end paperless integration.
Approval Framework Workflow
Over many years, we have assisted clients with implementing workflow in eProcurement, Purchasing, Accounts Payable, Travel and Expenses, and several custom workflow solutions, including Grants and Item approvals. The most complicated workflow solutions typically come from eProcurement and involved both dynamic and static routings, along with multiple stages, paths and steps.
Custom Purchasing Dashboard
We designed a dashboard for on of our clients that consisted of several matrices that tracked activity within the purchasing module. There were two dashboards originally designed, one for the purchasing manager and one for the buyers.
The Buyer Dashboard shows transactions that are pending their approval, transactions in sourcing errors, match exceptions, and some custom queries that show where purchase orders are not being processed in an acceptable timeframe.
The Purchasing Manager Dashboard shows graphs of data trends in Purchasing, such as average turn from an Approved Requisition to an Approved Purchase Order, average buyer open orders, and average match exceptions. These graphs show a monthly trend over the previous 12 months so the manager can monitor the system for areas that need attention.
We offer bolt-on solutions to your PeopleSoft system which can be delivered to you via a Project and datamover scripts. If you can think it up, we can help you deliver it to your users.