Professional Services Configuration Information Premium Offering

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 workflow steps mentioned below, JAGGAER to configure up to five business rules, per step.

4 Must-have-skills for the Procurement Manager of Tomorrow

eProcurement | Direct eProcurement

Invoicing

Supplier Catalog Enablement

Supplier Management+ | Supplier Management | Direct Supplier Management

Contracts+

Sourcing+ | Sourcing | Direct Sourcing

Inventory

Savings Management + | Savings Management
Direct Purchase Order Management

Direct Advanced Shipping Notice (ASN)

Category Management

Project Based Procurement

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 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 Interface JAGGAER will provide applicable ERP interface documentation & support for Client integration setup.

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 Interface JAGGAER will provide applicable ERP interface documentation & support for Client integration setup.

 

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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 three (3) 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 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 on best practice configurations per the scope detailed below.

 

If EDI connections are requested, a planning meeting is needed with customer and JAGGAER to review formats and agree on an enablement plan.

Overall eProcurement & Invoicing Project Duration [1] Enablement Count [2]
< 3 months Up to six (6) supplier catalog enablements with associated PO and invoice connections, using industry standard cXML.
3 – 5 months Up to fifteen (15) supplier catalog enablements, with associated PO and invoice connections, using industry standard cXML.
> 5 months Up to twenty-five (25) supplier catalog enablements, with associated PO and invoice connections, using industry standard cXML.  Due to Supplier requirements, work to start no sooner than six (6) months from planned project go-live.
 

[1] As defined in the SOW regarding project or phase duration that contains the eProcurement and Invoicing applications

 

[2] A supplier catalog enablement and its associated PO and invoice connections represent a single enablement to a supplier.  Based on region, products, or pricing, it is possible that one supplier entity may require multiple enablements.

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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

Supplier Data Management

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

 

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 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.

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Contracts+

For the application and applicable Functional Component (s) referenced in the 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

ERP Integration (2 of 4)

Integrations Enable up to two (2) out of four (4) integrations with standard interface from the list below:

Advanced info record creation

Source list creation

Requisition load and update

SAP request/response interface

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

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

ERP Integration

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

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

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

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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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