JAGGAER Standard Services
Professional Services Configuration Information
JAGGAER Standard Professional Services are ideal for customers looking for a balanced speed-to-value implementation. JAGGAER will focus efforts on key functional areas while allowing customers some flexibility to fine-tune our Industry-Leading JAGGAER Common Commercial Practices. JAGGAER will provide application education, consulting, and testing 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 scope of services described below for each configuration are based on industry-leading JAGGAER common commercial practices to meet Client requirements. 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 Standard 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 Services Implementation effort.
eProcurement | Direct eProcurement
Supplier Management | Direct Supplier Management
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 to four (4) standard forms and review process to create additional forms. Forms include: Vendor Request, Non-Catalog, Quick Quote, and Check Request. |
| User Roles | Configure up to five (5) standard roles related to eProcurement: Shopper, 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 purchase order approval and notification processing through workflow. |
| Workflow | Configure the seven-step eProcurement workflow associated with requisition approvals and educate customer how to manage approval updates. Workflow steps include: field value validations, financial hierarchy approvals, budget validation, commodity and item category approval, check request 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. |
Contract Compliance Tracker
| Contract Compliance | Configure the solution to enable contract compliance functionality. |
| General Settings | JAGGAER to work with Client to configure contract shopping settings. |
Budget Manager
| Budgets | Setup one (1) account code combination for budgetary configurations |
| Workflow |
Configure up to two (2) workflow steps associated with the budget approval process.
Configure up to two (2) workflow steps associated with the budget transfer process.
Enable up to four (4) budget check workflow steps across the PR or Invoice workflows. |
| Notification Preferences | Configure the solution to enable notification processing through workflow. |
| Roles | Configure up to four (4) user roles. |
Primary Data Load
| Suppliers | JAGGAER will perform a one-time load of up to 500 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. |
| Commodity Codes | Standard UNSPSC taxonomy will be used. |
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With a JAGGAER Standard Services Implementation engagement, the Client is responsible for the following data loads: |
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| Users | Client will perform a one-time load of users in Client’s Production site and a subset in Client’s Test site. |
| Contracts | Client will perform a one-time load up to 100 eProcurement / Shopping contracts in Client’s Production site and a subset in Client’s Test site, if implementing Contract Compliance Tracker functionality. |
| Budgets | Client will perform a one-time load of budget data into the Client’s Production site, if implementing Budget Manager functionality. |
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 (4) standard forms including: up to 10 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 purchase order approval and notification processing through workflow. |
| Workflow | Configure up to a three-step eProcurement workflow associated with cost, procurement and functional 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 (7) 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 ten (10) 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.
Receiving
| Receipt creation | Configure the Solution to enable receiving (desktop and/or central) |
| General Settings | Configure general receiving settings to support Client requirements |
| Workflow | Configure up to two (2) workflow steps associated with receipt creation and transmission to the Client’s ERP system, if applicable. |
| Receipt document | Configure receipt entry and available options |
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, AP Admin, and Central Receiving |
| 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. |
| Credit Memo document layout | Configure credit memo document to support Client credit memo requirements. |
| Forms | Configure one (1) standard check request form |
Invoice Matching and Approvals
| General Settings | Configure general invoice approvals and general matching settings to support Client requirements. |
| 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 |
Workflow
| Supplier Request | Enable standard single-step approval workflow to manage supplier requests |
| Supplier Registration | Enable standard four-step approval workflow to manage registration approvals |
| Supplier Review | Enable standard single-step approval workflow to manage supplier reviews, post approval |
Primary Data Load
| Supplier Load | Perform a one-time load of up to 5,000 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: | |
| 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 up to two (2) registration profiles: Basic and Full |
| Registration Questions | Configure up to one-hundred (100) general and category registration questions |
| Supplier Profile Maintenance | Provide profile and certificate update reminders |
| Supplier Approval | Single level supplier approval workflow per profile |
| Duplicate Check | Enable a duplicate check as part of the registration process |
Supplier Data Management
| Supplier ERP Form | Provide initial configuration of the Supplier Form, with address and procurement data (up to 15 fields) |
| Supplier Organization |
Enable one (1) out of two (2) supplier organization strategies:
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General Supplier Management features
| User Roles | Enable up to three (3) user roles |
| Supplier communication | Configure up to ten (10) standard mail templates |
| Actions | Enable actions to create and track actions with suppliers. |
| Supplier Portal | Provide initial configuration of the Supplier Portal including branding options such as logo, theme colors, and messaging to suppliers. |
ERP Integration
| Integrations | Supplier Creation / Update for address and procurement data with standard interface |
Primary Data Load
| Supplier Load | Perform a one-time load of up to 500 suppliers in Client’s Production site and up to fifty (50) 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 six (6) contract types |
| Custom Fields | Configure up to fifteen (15) custom fields and ten (10) values per custom field |
| Contract Request Template | Configure one (1) contract request template, with up to ten (10) custom fields and ten (10) values per custom field |
| Contract Template | Configure one (1) contract template, with up to ten (10) 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 administrator |
| 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 three (3) workflow steps to manage contract approvals |
Authoring
| Main Document Templates (Static) | Configure up to two (2) simple (static) templates up to fifteen (15) pages in length each. Configuration to include: creating the template header record, uploading the MS Word document and inserting document placeholders. |
| External Review | Enable and review the process for performing External Reviews. |
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 5,000 suppliers in Client’s Production site and up to fifty (50) in Client’s Test site. |
| Contracts | Perform an iterative load of up to 5,000 contracts and 25,000 attachments in Clients’ Production site and a subset in Client’s Test site. Client will collaborate with JAGGAER to resolve load errors. |
| 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. |
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 two (2) event types (i.e. RFP or RFI) |
| Custom Fields | Configure up to three (3) 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 |
| Sourcing Request Template | Configure up to one (1) sourcing request template with up to ten (3) custom fields |
| 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 two (2) standard email communication templates |
| Dashboard | Review standard dashboard configuration |
Workflow
| Sourcing Request | Enable standard single-step approval workflow to manage sourcing requests |
| 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 5,000 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 two (2) cost breakdowns with 20 fields each |
| Evaluation Matrixes | Configure up to two (2) quotation evaluation matrixes |
| Custom Fields | Configure up to two (2) custom fields on header or item level |
ERP Integration
| Integrations | Enable integration with standard interface of a simple info record creation |
Standard feature configurations
| Supplier Qualification | Configure as search criteria |
| 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 500 materials or standard ERP interface |
Inventory
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.
Inventory
| General Settings | JAGGAER to work with customer to configure Inventory settings. |
| User Roles | Enable the two (2) standard user roles related to inventory management administration and stockroom management. |
| Internal Stockroom | Configure one (1) internal stockroom / Fulfillment Center with preferred positioning, if desired by Client. |
| Locations | Configure one (1) parent location for internal Fulfillment Center |
| Inventory Documents | Configure up to one (1) Sales Order Document, one (1) Pick List, or one (1) Packing Slip |
| Sales Order Workflow | Configure workflow for sales orders with a single workflow queue for review and approval. |
| Dashboards | Review standard dashboard configuration |
Primary Data Load
| Items | Perform a one-time load of up to 200 items in Client’s Production site and a subset in Client’s Test site. |
| Users | Perform a one-time load of users in Client’s Production site and a subset in Client’s Test site. |
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 |
| Order document | Configure up to one (1) order documents from ERP (ERP Print) |
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 (3) 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 |
| Packaging | Free packaging, handling units in JAGGAER |
| Label Layout | One (1) standard label layout |
Primary Data Load
| Primary Data | One-time excel load of primary data (Units, Delivery conditions, etc. ) 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 Standard Services engagement.
| eProcurement | Multi-Business Unit |
| Invoicing |
Single Use Authorization (SUA) cards Digital Mailroom Digital Capture |
| Supplier Management |
Supplier Performance Management (Tier 2 Reporting, Dynamic Qualification, and Risk Compliance) Visual Compliance support |
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Contracts+
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Dynamic Main Document Templates Clause Library Alternative Language Internal Review Round workflow Sell Side Contract support Looker Business Analytics |
| Sourcing |
Auction support Commodity Code Sourcing Quick Quote Multi-Stage Events Advanced Evaluation Tools |
| Inventory |
Kiosk support PR / PO Workflow Invoice Sales Orders |
