Professional Services Configuration Information Premium Offering

    Connected Dots

    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.  This scope is also used to educate the Client on application configuration options.

    Functionally, many of these configurations are unlimited and the Client can create as many configurations as the application allows.

    For all non-Direct workflow steps mentioned below, JAGGAER to configure up to 1,000 business rules, per step.

    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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