eProcurement | Direct eProcurement

Invoicing

Supplier Catalog Enablement

Supplier Management+ | Supplier Management | Direct Supplier Management

Contracts+

Sourcing+ | Sourcing | Direct Sourcing

Inventory

Savings Management + | Savings Management

Category Management

Project Based Procurement

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 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 twenty (20) custom fields, split across document headings and lines as well as accounting segments.
Forms	Configure up to five (5) custom forms and educate Client on process, options, and permissions needed to create additional forms.
User Roles	Configure up to five (5) new roles related to eProcurement

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 fifteen (15) workflow steps associated with requisition approvals and educate customer how to manage approval updates.

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
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 suppliers in Client’s Production site and a subset in Client’s Test site.
Users	JAGGAER 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	JAGGAER will perform a one-time load up to 1,500 commodity codes in Client’s Production site and a subset in Client’s Test site.
Contracts	JAGGAER 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	JAGGAER will support Client as they load budget data into the Client’s Production site, if implementing Budget Manager functionality.

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.

Multi-Business Units

Business Units	Configure the solution to enable multiple business unit functionality.
General Settings	JAGGAER to work with Client to configure business unit settings.
Primary Data Load of Business Units	JAGGAER will perform a one-time load up to 1,500 business units in Client’s Production site and a subset in Client’s Test site.

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.

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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.
Custom Fields	Configure up to three (3) custom fields, split across document headings and lines as well as accounting segments.
Forms	Configure up to four (4) standard forms and educate Client on process, options, and permissions needed 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 up to a five-step eProcurement workflow associated with requisition approvals and educate customer how to manage approval updates.  Workflow steps include: checkout validation, procurement approval, functional approval, cost approval, accounts payable 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
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 UNSPSC taxonomy will be used.
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.

ERP Integration (Standard interface)

Order Creation or Requisition Creation

JAGGAER will provide applicable ERP interface documentation & support for Client integration setup.  These integrations are exports from JAGGAER to the ERP

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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	Configure up to four (4) new roles related to invoice creation functionality
Custom Fields	Configure up to five (5) 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	Up to three (3) forms to accommodate new invoice related business processes, including a 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 five (5) matching rules and educate Client on managing and updating ADM settings/rules.
Workflow	Configure up to ten (10) workflow/review steps associated with invoice workflow. Educate customer on workflow configuration is used to manage approval updates.

Digital Capture

Configuration	Configure the Solution to accommodate the standard Optical Character Recognition (OCR) invoice Import via Digital Capture, as further specified in the SOW.
Document Definitions	Enable the specific Document Definitions as defined in the SOW.
Invoice Ingestion	Per Document Definition, configure up to two (2) import method types to ingest invoices into the Digital Capture solution.  The two methods include Client supplied email addresses and links to a Client SFTP site, as specified in the SOW.
Invoice Integration	Establish connectivity between Digital Capture and the Invoicing Application for the importing of invoices.
Workflow	Configure and/or adjust up to five (5) workflow steps to accommodate Digital Capture related activities and processes, if applicable.
Standard Supported Fields	Header-Level Fields Header-Level Fields Line-Level Fields Batch ID Remit-To Address 1 PO Number Batch Description Remit-To Address 2 Supply Date Batch Timestamp Remit-To City Quantity Business Unit Remit-To State Catalog Number Supplier Name Remit-To Zip Description Supplier ERP ID Remit-To CountryCode Unit of Measure Supplier VAT number Remit-To Tax ID Size Supplier D&B Number Bill-To Address 1 Packaging Amount PO Number Bill-To Address 2 Unit Price Supplier Invoice Number Bill-To City PO line number Related Invoice Number Bill-To State Discount Amount Invoice Date Bill-To Zip Tax 1 Due Date Bill-To CountryCode Tax 2 Currency Bill-To Tax ID Invoice Type (Invoice/Credit) Ship-To Address 1 Sub Total Ship-To Address 2 Grand Total Ship-To City Shipping Charges Ship-To State Handling Charges Ship-To Zip Tax 1 Ship-To CountryCode Tax 2 Ship-To Contact Name Internal Notes / comments Remit-To Address 1 Batch ID

Digital Mailroom

Configuration	Configure the Solution to accommodate the standard Optical Character Recognition (OCR) invoice Import via Digital Mailroom.
Invoice delivery	Establish a dedicated USPS PO Box, fax line, and email address for the Client.
Invoice import	Establish connectivity with the Digital Mailroom and Accounts Payable Director for the importing of invoices.
Workflow	Configure and/or adjust up to five (5) workflow steps to accommodate Digital Mailroom related activities and processes, if applicable.
Standard Supported Fields	Header-Level Fields Header-Level Fields Line-Level Fields Batch ID Account Number PO Number Supplier Name Invoice Date Quantity Remit-To Address 1 Due Date Catalog Number Remit-To Address 2 Currency Description Remit-To City Invoice Type (Invoice/Credit) Unit of Measure Remit-To State Sub Total Discount Remit-To Zip Grand Total Unit Price Remit-To CountryCode Shipping Charges PO line Number User First Name Handling Charges User Last Name Tax 1 PO Number Tax 2 Invoice Number Discount Amount

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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/.

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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 one (1) registration profile.
Registration Questions	Configure up to ten (10) custom registration questions
Business Rules / Approvers	Configure up to 5 rules with up to 25 approvers per rule
Supplier Portal	Provide initial configuration of the Supplier Portal including branding options such as logo, theme colors, and messaging to suppliers
User Roles	Configure up to three (3) roles associated with supplier management.

Supplier Segmentation Assessment

Workflow	Configure up to five (5) workflow steps
Assessment	Configure one (1) custom segmentation scorecard, with up to five (5) assessment statuses and twenty (20) assessment questions.

Supplier Qualification Assessment

Workflow	Configuration of a 3 step universal supplier qualification process.
Assessments	Configure up to 3 category specific assessments with up to thirty (30) assessment questions.  Includes up to fifteen (15) assessment questions.

Supplier Category Assessment

Workflow	Configuration of a 3 step universal supplier category process.
Assessments	Configure up to 3 category specific assessments with up to thirty (30) assessment questions).  Includes up to fifteen (15) assessment questions per category.

Supplier Risk Assessment

Workflow	Configuration of a 3 step universal supplier qualification process.
Assessments	Configure up to 3 category specific assessments with up to thirty (30) assessment questions.  Includes up to fifteen (15) assessment questions.

Supplier Performance

Scorecard

Configure up to two (2) scorecard templates consisting of up to twenty (20) KPIs per scorecard. Configure one (1) survey for each scorecard template.

Supplier Development Plan

Supplier Development Plan	Configure one (1) supplier development plan template, with ten (10) actions, and ten (10) action collaboration questions
Action Groups	Configure up to five (5) action groups with up to five (5) actions each

Primary Data Load

Suppliers	Perform a one-time load of suppliers 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.

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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 three (3) registration profiles, Basic, Full, and Individual
Registration Questions	Configure up to ten (10) 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	Configure up to three (3) workflow steps to manage supplier requests
Supplier Registration	Configure up to ten (10) workflow steps to manage registration approvals
Supplier Review	Configure up to six (6) workflow steps to manage supplier reviews, post approval

Tier 2 Reporting

General Setup

Work with client to determine what supplier information should be gathered related to Tier2 reporting.

Dynamic Qualification

Questionnaires and workflow

Configure up to two (2) custom questionnaires and associated supplier review workflow.

Risk Compliance

Scorecard Templates

Configure up to two (2) scorecard templates.

Visual Compliance

Connection to Visual Compliance	Configure connection to Visual Compliance service offering. Client must obtain license from Visual Compliance separately.
Workflow	Configure up to two (2) workflow steps to support process associated with Visual Compliance

Primary Data Load

Supplier Load	Perform a one-time load of suppliers in Client’s Production site and a subset in Client’s Test site.
User Load	Perform a one-time load of users in Client’s Production site and a subset in Client’s Test site.

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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
Duplicate Check	Enable a duplicate check as part of the registration process
Blocked list check	Enable a client-maintained list

Workflow

Supplier ERP Form	Provide initial configuration of the Supplier Form, with address and procurement data (up to 25 fields)
Supplier Organization	Enable one (1) out of two (2) supplier organization strategies: ·       Enable a simple (1) criteria for merging suppliers (duplicates) ·       Enable a simple (1) criteria for grouping suppliers (same group)

General Supplier Management features

User Roles	Enable up to five (5) user roles
Supplier communication	Configure up to fifteen (15) 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.
User Roles	Enable up to five (5) user roles

 

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 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.

ERP Integration (Standard interface)

Supplier Export to ERP	Creation of new suppliers from JAGGAER to ERP
Supplier Synchronization from ERP	Update of address and procurement data with standard interface from ERP to JAGGAER

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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 ten (10) 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 fifteen (15) custom fields and ten (10) values per custom field
Contract Template	Configure one (1) contract template, with up to fifteen (15) custom fields and ten (10) values per custom field
Work Groups	Configure up to fifteen (15) single-level work groups
User Roles	Configure up to five (5) contract user roles, including:  contract manager, stakeholder, approver, and contract manager
Obligations	Configure up to four (4) obligations within the library

Workflow

Contract Request	Configure up to four (4) workflow steps to manage contract requests
Contract Approval	Configure up to ten (4) workflow steps to manage contract approvals
Internal Review	Configure up to two (2) workflow steps to manage the internal contract review process

Authoring

Main Document Templates (Static)	Configure up to five (5) 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.
Main Document Templates (Dynamic)	Guide Client in adding clauses and alternative language to one (1) advanced (dynamic) template up to fifteen (15) pages in length
Clause Library	Configure one (1) clause library and add up to (1) clause. JAGGAER will educate Client on creating additional clauses, if necessary.
Alternative Language Clauses	Configure up to two (2) alternative language clauses
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 suppliers 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.
Contracts	Perform an iterative load of up to 15,000 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.

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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 (e.g. – RFP, RFI)
Business Rules / Approvers	Configure up to three (3) approval types.   Configure up to 5 rules with up to 25 approvers per rule.
Custom Fields	Configure up to ten (10) custom fields.
Sourcing Event Template	Configure up to two (2) event templates.
Supplier Email Communications	Educate Client on how to update and manage email communications
General Settings	Configure settings, including options to activate a Public site and activate a Sealed Bid
Supplier Portal	Provide initial configuration of the Supplier Portal including branding options such as logo, theme colors, and messaging to suppliers
User Roles	Configure up to four (4) new roles related to Sourcing activities.

Program Manager

Workflow	JAGGAER to configure up to one (1) project template with up to ten (10) workflow steps
Project Types	Configure up to two (2) project types (e.g. products, services)
Custom Fields	Configure up to 10 project event attributes for each event type
General Settings	Configure settings for project workflow such as approvals, dependencies, optional tasks, etc.

Auction

Template	Configure one (1) reverse auction template
Auction Types	Configure up to two (2) auction types (e.g. products, services)
Custom Fields	Configure up to 10 auction event attributes for each event type

Primary Data Load

Suppliers

Perform a one-time load of suppliers in Client’s Production site and a subset in Client’s Test site

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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 three (3) event types (i.e. RFP or RFI)
Custom Fields	Configure up to ten (10) custom fields and ten (10) values per custom field
Libraries	Configure up to three (3) event libraries with up to twenty (20) elements each (prerequisites, attachments, and questions).
Work Groups	Configure up to fifteen (15) 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 (10) custom fields
Sourcing Event Template	Configure up to two (2) templates using the libraries
Sourcing Quick Quote	Configure and review process sourcing quick quote process.  Includes additional 1 approval workflow step and 3 evaluation workflow steps
Multi-Stage Event	Configure and review process for running a multi-stage event
Evaluation Tools	Review of standard and expanded 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) email communication templates

Workflow

Sourcing Request	Configure up to five (5) notification / approval steps to manage sourcing requests
Sourcing Approval	Configure up to five (5) workflow steps to manage sourcing approvals
Sourcing Evaluation	Configure up to five (5) workflow steps to manage sourcing evaluation process

Auction

Reverse Auctions

Enable the system to create and run reverse auctions.

Primary Data Load

Suppliers	Perform a one-time load of suppliers 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.

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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	Configure up to three (3) event types
Cost Breakdowns	Configure up to three (3) cost breakdowns with 20 fields each
Evaluation Matrixes	Configure up to three (3) quotation evaluation matrixes
Custom Fields	Configure up to ten (10) custom fields on header or item level

Standard Feature Configurations

Supplier Qualification	Configure as participation limitation on category level
Supplier Portal	Setup of supplier portal
Item import	Setup of excel import
Event Documents	Manual event documents (general and item)
Supplier communication	Configure up to fifteen (15) standard mail templates
Reporting	Provide a review of JAGGAER standard reports

Advanced Feature Configurations

Buyers Workbench	Configure Buyer’s workbench to manage demands from one (1) source and of
Approval workflow	Single-level approval workflow

Primary Data Load

Material List

One-time excel load of full material list or standard ERP interface

ERP Integrations (Standard Interface) – Pick 2 of 4 integrations

Advanced info record creation	Export of the Advanced Info record from JAGGAER to the ERP
Source list creation	Export of the Source List from JAGGAER to the ERP
Requisition load and update	Export all Purchase Requisitions from the ERP into JAGGAER
Documents import	Import of Documents from ERP into JAGGAER
SAP request/response interface

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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	Configure up to five (5) new 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
Workflow	Configure up to three (3) Purchase Requisition or Purchase Order workflow steps to accommodate sales order for supplies items.
Sales Order Workflow	Configure workflow for sales orders with a single workflow queue for review and approval.

Kiosk Shopping

Kiosk Setup	Configure one (1) kiosk if desired by the Client
Internal Stockroom	Configure 1 Kiosk Fulfillment Center
Barcode Scanner	Configure one (1) standard windows Barcode scanner.

Primary Data Load

Items	Perform a one-time load of 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.

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Savings Management+

For the application referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.

User Roles	Configure up to five (5) new roles related to Savings Management activities
Custom Fields	Configure up to ten (10) custom fields
Savings Types	Configure up to five (5) savings types
Categories	Configure up to five (5) savings categories
Business Rules / Approvers	Configure up to three (3) approval types. Configure up to 5 rules with up to 25 approvers per rule.

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Savings Management

For the application referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.

 

User Roles	Configure up to five (5) new roles related to Savings Management activities
Custom Fields	Configure up to ten (10) custom fields
Initiative Types	Configure up to five (5) initiative types
Savings Types	Configure up to five (5) savings types
Categories	Configure up to five (5) savings categories
Approval Workflow	Configure (1) approval workflow with three (3) approval steps
Workgroups	Configure up to five (5) workgroups
Initiatives	Configure up to two (2) Initiatives and supporting configurations for the Client.
Sourcing Methods	Configure up to five (5) sourcing methods
Number Wheel	Configure up to one (1) number wheel
Deliveries & Task Libraries	Configure up to two (2) deliveries and task libraries, including up to ten (10) tasks each.

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Category Management

For the application referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.

User Roles	Configure up to five (5) new roles related to Category Management activities
Custom Fields	Configure up to ten (10) custom fields
Strategy Types	Configure up to five (5) strategy types
Methods	Configure up to ten (10) additional methods
Business Rules / Approvers	Configure up to 5 rules with up to 25 approvers per rule

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Project Based Procurement

For the application referenced in the Statement of Work, JAGGAER to perform configurations and provide guidance to Client on best practice configurations per the scope detailed below.

User Roles	Configure up to three (3) new roles related to Project Based Procurement activities
Custom Fields	Configure up to two (2) custom fields
Project Types	Configure up to five (5) project types
Methods	Configure up to ten (10) additional methods
Work Groups	Configure up to five (5) Work Groups
Libraries	Configure up to five (5) Project Based Procurement Libraries with up to five (5) tasks each

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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, change quantity (within tolerance), split quantity, change price or price conditions
Order document	Configure up to three (3) order documents from ERP (e.g. ERP Print, drawings, etc.)
Custom fields	Up to 3 custom fields
Order price conditions	Configure read-only price conditions on general and item level

Configurations

Supplier Portal	Standard supplier portal setup
Dashboard	Standard dashboard creation
Supplier Communication	Up to five (5) standard mail templates and reminders
Advanced features	Configure change monitor and approval

 

Primary Data Load

Primary Data

One-time excel load of primary data (Units, Delivery conditions, etc. ) or standard ERP interface

ERP Integrations (Standard Interface)

Purchase orders	Enable ERP to JAGGAER transmission with standard interface
Order confirmations	Enable JAGGAER to ERP transmission with standard interface
Goods receipt	Enable ERP to JAGGAER transmission with standard interface

 

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Direct Advanced Shipping Notice (ASN)

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
Custom fields	Up to 3 custom fields (header and item)
Print layout	One (1) custom print layout

Configurations

Supplier Portal	Standard supplier portal setup
Dashboard	Standard dashboard creation
Supplier Communication	Configure one (1) reminder template
Packaging	Free packaging, handling units in JAGGAER Packaging with schemes from ERP
Label Layout	One (1) custom label layout

Primary Data Load

Primary Data

One-time excel load of primary data (Units, Delivery conditions, etc.) or standard ERP interface

ERP Integration

Delivery notes

Delivery note transmission with standard interface

 

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