JAGGAER Base Services
Professional Services Configuration Information
JAGGAER Base Professional Services are ideal for customers looking for a rapidly deployed minimally valuable product (MVP) that delivers value quickly. JAGGAER’s Base implementation approach allows for immediate use of JAGGAER’s common commercial practices, while allowing customers to determine what future configurations are needed. JAGGAER will provide application education, expertise, and activation support at key points in the project to ensure customers realize value out of the solution in an accelerated timeline.
The scope below represents the configurations JAGGAER will make as part of this project for implementation and training purposes as referenced in the Client’s Statement of Work. The configurations included in this scope are also used to educate the Client on application configuration options.
Functionally, many of these configurations are unlimited and the Client may make further adjustments to as many configurations as the application allows.
For all workflow steps mentioned below, JAGGAER to configure up to five business rules, per step.
Please note that certain functional components will not be reviewed during a JAGGAER Base Services implementation effort. Should Client choose to implement one of these after the project concludes, Client may use additional resources available through JAGGAER University or on-line help. If Client requires additional consulting services to assist with the configuration, please contact your JAGGAER Account Manager. Click here to see the full list of items not covered during a JAGGAER Standard Base Implementation effort.
eProcurement | Direct eProcurement
Supplier Management | Direct Supplier Management
Sourcing | Direct Sourcing
Direct Purchase Order Management
Direct Advanced Shipping Notice (ASN)
eProcurement
For the application and applicable Functional Component (s) referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.
Shopping
Shopping | Configure the solution to enable shopping for goods and services including configuration of the standard Purchasing Showcase dashboard. |
Branding | Configure initial site branding including color theme, client logo, site name, Login URL, and organization message. |
General Settings | Configure general application and shopping settings. |
Custom Fields | Configure up to six (6) custom fields, split across document headings and lines as well as accounting segments. |
Forms | Activate up one (1) standard non-catalog request form. |
User Roles | Configure up to four (4) standard roles related to eProcurement: Shopper, Requestor, Approver, and System Administrator |
Requisition Approvals
Purchasing Documents | Configure the Purchase Requisition document based on best practices and Client input. |
Approvals | Configure the solution to enable purchase requisition and purchase order approval and notification processing through workflow. |
Workflow | Configure the five-step eProcurement workflow associated with requisition approvals and educate customer how to manage approval updates. Workflow steps include: field value validations, financial hierarchy approvals, item category approval, purchasing review and approval, and an automated step to create PO. |
Order Delivery
Order Distribution | Configure the solution to enable order distribution through the appropriate channels for the Client (fax, email, manual, cXML, supplier portal delivery). |
General Settings | Configure organization-wide settings for order distribution and educate client how to manage supplier-specific settings and manage order failures |
Purchasing Documents | Configure the Purchase Order document. |
Supplier Portal | Configure the Supplier Portal to enable supplier registration, communication regarding purchase orders, and catalog price list submission. Configure initial branding, including color theme, logo and name, and messaging to suppliers. |
Primary Data Load
Suppliers | JAGGAER will perform a one-time load of up to 200 suppliers, with key fields only, in Client’s Production site and a subset in Client’s Test site. |
Account Codes | JAGGAER will perform a one-time load of account codes in Client’s Production site and a subset in Client’s Test site. |
With a JAGGAER Base Services Implementation engagement, the Client is responsible for the following data loads: | |
Users | Client will perform a one-time load of users in Client’s Production site and a subset in Client’s Test site. |
Direct eProcurement
For the application and applicable Functional Component (s) referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.
Shopping
Shopping | Configure the solution to enable shopping for goods and services including configuration of the standard dashboard and mail templates and reminders. |
Branding | Configure initial site branding including color theme, client logo, site name, Login URL, and organization message. |
General Settings | Configure general application and shopping settings. |
Forms | Configure up to four (2) standard forms including: up to 5 hosted Catalog or punchouts, Freetext. |
User Roles | Configure up to three (3) standard roles related to eProcurement: Requestor, Approver, Buyer, and System Administrator |
Requisition Approvals
Purchasing Documents | Configure the Purchase Requisition document based on best practices and Client input. |
Approvals | Configure the solution to enable purchase requisition and notification processing through workflow. |
Workflow | Configure up to a two-step eProcurement workflow associated with cost & procurement approvals. Workflow steps include: checkout validation, procurement approval, cost approval and an automated step to create PO. |
Order Delivery
Order Distribution | Configure the solution to enable order distribution using a standard interface (iDoc). |
General Settings | Configure organization-wide settings for order distribution and educate client how to manage supplier-specific settings and manage order failures |
Workflow | Configure up to seven (2) PO workflow steps. |
Purchasing Documents | Configure the Purchase Order document. |
Supplier Portal | Configure the Supplier Portal to enable supplier registration, communication regarding purchase orders, and catalog price list submission. Configure initial branding, including color theme, logo and name, and messaging to suppliers. |
Primary Data Load
Suppliers | JAGGAER will perform a one-time load of up to 500 suppliers in Client’s Production site and a subset in Client’s Test site. |
Users | Client will perform a one-time load of users in Client’s Production site and a subset in Client’s Test site. |
Account Codes | JAGGAER will perform a one-time load of account codes in Client’s Production site and a subset in Client’s Test site. |
Commodity Codes | Standard eClass or UNSPSC taxonomy will be used. |
Catalogs | Configure up to five (5) hosted Catalogs or Punch-Outs |
ERP Interface | JAGGAER will provide applicable ERP interface documentation & support for Client integration setup. |
Invoicing
For the application and applicable Functional Component(s) referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.
Invoice Creation
Invoicing | Configure the Solution to enable purchase order related invoices and non-PO invoice creation (if applicable), both manually and electronically (if applicable). |
General Settings | Configure general invoicing settings to support Client requirements |
Supplier Portal | Configure the Supplier Portal to enable supplier registration and communication regarding invoices. Configure initial branding, including color theme, logo and name, and messaging to suppliers. |
Email configuration | Configure up to two (2) emails sent to suppliers regarding registration and/or invoice communications. |
User Roles | Activate the four (4) standard roles related to invoice creation functionality: AP Professional, AP Manager, and AP Admin |
Custom Fields | Configure up to six (6) custom fields on Invoice document, inclusive of Account Segments. |
Updates to Purchase Order document layout | Update Purchase Order document layout modifications to accommodate invoice requirements, if required. |
Updates to Purchase Requisition document layout | Update Requisition document layout modifications to accommodate invoice requirements, if required. |
Invoice document layout | Configure invoice document to support Client invoice requirements. |
Invoice Matching and Approvals
General Settings | Configure general invoice approvals and general matching settings to support 2-way matching or no matching. |
Matching and Tolerances | Configure Advanced Dynamic Matching (ADM) for up to two (2) matching rules and educate Client on managing and updating ADM settings/rules. |
Workflow | Activate the (2) standard workflow/review steps associated with invoice workflow. Educate customer on how workflow configuration is used to manage approval updates. |
Supplier Catalog Enablement and Purchase Order / Invoice Connections
For the application and applicable Functional Component(s) referenced in the Statement of Work, JAGGAER to setup catalog enablement configurations, supplier purchase order and/or invoice connections, and provide guidance to Client as described in the terms of the main subscription agreement found at https://www.jaggaer.com/terms-of-service/supplier-enablement-terms/.
Supplier Management
For the application and applicable Functional Component (s) referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.
Supplier Onboarding
Configurable Registration Profiles | Configure up to two (2) registration profiles: Basic and Full |
Registration Questions | Configure up to five (5) registration questions, with up to ten (10) values each |
Supplier Portal | Provide initial configuration of the Supplier Portal including branding options such as logo, theme colors, and messaging to suppliers. |
User Roles | Enable the three (3) standard user roles and customize where needed: Supplier Manager (Viewer), Supplier Manager (Administrator), and Approver |
Supplier Email Communications | Configure up to one (1) email communication template |
Supplier Request Form | Provide initial configuration of the Supplier Request Form, with up to five (5) fields and ten (10) values for each field |
OFAC Check | Enable OFAC Checking |
Supplier Review | Field value changes can trigger an accept or decline review option |
Workflow
Supplier Request | Enable standard single-step approval workflow to manage supplier requests |
Supplier Registration | Enable standard three-step approval workflow to manage registration approvals |
Primary Data Load
Supplier Load | Perform a one-time load of up to 200 suppliers in Client’s Production site and up to fifty (50) in Client’s Test site. |
With the Base Implementation offering, the Client is responsible for the following data loads: | |
User load | Client will perform a one-time load of users in Client’s Production site and a subset in Client’s Test site. |
Direct Supplier Management
For the application and applicable Functional Component (s) referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.
Supplier Onboarding
Configurable Registration Profiles | Configure of one (1) registration Full profile |
Registration Questions | Configure up to fifty (50) general registration questions |
Supplier Profile Maintenance | Provide certificate update reminders |
Supplier Approval | Single level supplier approval workflow |
Duplicate Check | Enable a duplicate check as part of the registration process |
General Supplier Management features
User Roles | Enable up to three (3) user roles |
Supplier communication | Configure up to fifteen (5) standard mail templates |
Supplier Portal | Provide initial configuration of the Supplier Portal including branding options such as logo, theme colors, and messaging to suppliers. |
Primary Data Load
Supplier Load | Perform a one-time load of up to 200 suppliers in Client’s Production site and up to twenty-five (25) in Client’s Test site or standard ERP interface. |
Supplier Registration | Perform a one-time load of users in Client’s Production site and a subset in Client’s Test site. |
Contracts+
For the application and applicable Functional Component (s) referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.
Repository
Contract Types | Configure up to three (3) contract types |
Custom Fields | Configure up to five (5) custom fields and ten (10) values per custom field |
Contract Request Template | Configure one (1) contract request template, with up to five (5) custom fields and ten (10) values per custom field |
Work Groups | Configure up to six (6) single-level work groups |
User Roles | Configure up to four (4) standard contract user roles, including: contract manager, stakeholder, approver, and contract manager |
Obligations | Configure up to one (1) obligation within the library |
Dashboards | Review standard dashboard configuration |
Workflow
Contract Request | Enable standard single-step approval workflow to manage contract requests |
Contract Approval | Configure up to two (2) workflow steps to manage contract approvals |
eSignature
DocuSign | Configure standard JAGGAER DocuSign connection and three (3) required workflow steps |
Adobe Sign | Configure standard JAGGAER Adobe Sign connection and three (3) required workflow steps |
Primary Data Load
Suppliers | Perform a one-time load of up to 200 suppliers in Client’s Production site and up to fifty (50) in Client’s Test site. |
With the Base Implementation offering, the Client is responsible for the following data loads: | |
Users | Perform a one-time load of users in Client’s Production site and a subset in Client’s Test site. |
Contracts | Perform a one-time load of contracts and attachments in Client’s Production site and a subset in Client’s Test site. |
Sourcing
For the application and applicable Functional Component (s) referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.
Events
Event Types | Configure up to one (1) event type for RFPs |
Custom Fields | Configure up to one (1) custom fields and ten (10) values per custom field |
Libraries | Configure one (1) event library with up to ten (10) elements (prerequisites, attachments, and questions). |
Work Groups | Configure up to six (6) single-level work groups |
User Roles | Enable the four (4) standard user roles and customize where needed: event manager, stakeholder, approver, and sourcing administrator |
Evaluation Tools | Review of standard evaluation tools |
Supplier Portal | Provide initial configuration of the Supplier Portal including branding options such as logo, theme colors, and messaging to suppliers |
Supplier Email Communications | Configure up to one (1) standard email communication templates |
Dashboard | Review standard dashboard configuration |
Workflow
Sourcing Approval | Enable standard single-step approval workflow to manage sourcing approvals |
Sourcing Evaluation | Configure up to three (3) workflow steps to manage sourcing evaluation process |
Primary Data Load
Suppliers | Perform a one-time load of up to 200 suppliers in Client’s Production site and up to fifty (50) in Client’s Test site. |
With the Standard Implementation offering, the Client is responsible for the following data loads: | |
Users | Perform a one-time load of users in Client’s Production site and a subset in Client’s Test site. |
Direct Sourcing
For the application and applicable Functional Component (s) referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.
General Application settings
Event Types | One (1) event types |
Cost Breakdowns | Configure up to one (1) cost breakdowns with 20 fields each |
Evaluation Matrixes | Configure up to one (1) quotation evaluation matrixes |
Standard feature configurations
Supplier Portal | Setup of supplier portal |
Item import | Setup of excel import |
Event Documents | Manual event documents (general and item) |
Primary Data
Material List | One-time excel load of up to 200 materials or standard ERP interface |
The following functional areas are not part of the configuration or review during the project as a part of a JAGGAER Base Services engagement.
eProcurement | Multi-Business Unit
Contract Compliance Tracker Budget Management PCard Shopping Business Analytics |
Invoicing | Receiving
Invoicing against Contracts PCards Single Use Authorization (SUA) cards Credit memo processing Forms Digital Mailroom Digital Capture Business Analytics |
Supplier Management | Supplier Performance Management (Tier 2 Reporting, Dynamic Qualification, and Risk Compliance)
Visual Compliance support Post approval supplier review workflow Business Analytics |
Contracts+
|
Contract Authoring
Clause Library Alternative Language Internal Review Round workflow Sell Side Contract support Business Analytics |
Sourcing | Auction support
Commodity Code Sourcing Requests Sourcing Quick Quote Event Templates Multi-Stage Events Advanced Evaluation Tools Business Analytics |
Direct Purchase Order Management
For the application and applicable Functional Component (s) referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.
General application settings
Supplier confirmation screen | Enable Confirmation screen |
Change options | Configure supplier confirmation change options: Change date, split quantity |
ERP Integration
Purchase orders | Enable ERP to JAGGAER transmission with standard interface |
Order confirmations | Enable JAGGAER to ERP transmission with standard interface |
Configurations
Supplier Portal | Standard supplier portal setup |
Dashboard | Standard dashboard creation |
Supplier Communication | Up to five (5) standard mail templates and (2)reminders |
Primary Data Load
Primary Data | One-time excel load of primary data (Units, Delivery conditions, etc. ) or standard ERP interface |
Direct Advanced Shipping Notice
For the application and applicable Functional Component (s) referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.
General application settings
Delivery note | Standard delivery note form with attachments, shipping reference, batch number, serial number |
Print layout | Standard print layout |
ERP Integration
Delivery notes | Delivery note transmission with standard interface |
Configurations
Supplier Portal | Standard supplier portal setup |
Dashboard | Standard dashboard creation |
Supplier Communication | Standard mail templates and reminders |
Primary Data Load
Primary Data | One-time excel load of primary data (Units, Delivery conditions, etc. ) or standard ERP interface |