Configuration Details

JAGGAER will perform the core configurations of the solution during the project. The scope of services described below for each configuration are based on JAGGAER best 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. The scope below represents the configurations JAGGAER will make as part this Project for implementation and training purposes as referenced in the Client’s Statement of Work.

eProcurement

For the application and applicable add-on(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

ShoppingConfigure the solution to enable shopping for goods and services including configuration of the Purchasing Showcase dashboard.
BrandingConfigure initial site branding including color theme, client logo, site name, Login URL, and organization message.
General SettingsConfigure general application and shopping settings.
FormsConfigure up to three (3) custom forms and educate Client on process, options, and permissions needed to create additional forms.
User RolesConfigure up to five (5) new roles related to eProcurement

Requisition Approvals

ApprovalsConfigure the solution to enable purchase requisition and purchase order approval and notification processing through workflow.
WorkflowConfigure up to fifteen (15) workflow steps associated with requisition approvals and educate customer how to manage approval updates.
Purchasing DocumentsConfigure the Purchase Requisition document based on best practices and Client input.
FormsConfigure up to five (5) custom forms and educate Client on process and permissions needed to create additional forms.
User RolesConfigure up to five (5) user roles.

Order Delivery

Order DistributionConfigure the solution to enable order distribution through the appropriate channels for the Client (fax, email, manual, cXML, supplier portal delivery).
General SettingsConfigure organization-wide settings for order distribution and educate client how to manage supplier-specific settings and manage order failures
Purchasing DocumentsConfigure the Purchase Order document.

Contract Compliance Tracker

Contract ComplianceConfigure the solution to enable contract compliance functionality.
General SettingsJAGGAER to work with Client to configure contract shopping settings.

Primary Data Load – Data to be provided in an electronic format provided by JAGGAER

SuppliersJAGGAER will perform a one-time load of suppliers in Client’s Production site and a subset in Client’s Test site.
UsersJAGGAER will perform a one-time load of users in Client’s Production site and a subset in Client’s Test site.
Account CodesJAGGAER will perform a one-time load of account codes in Client’s Production site and a subset in Client’s Test site.
Commodity CodesJAGGAER 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.
ContractsJAGGAER will perform a one-time load up to 1,500 contracts in Client’s Production site and a subset in Client’s Test site.

Multiple Business Units

Business UnitsConfigure the solution to enable multiple business unit functionality.
General SettingsJAGGAER to work with Client to configure business unit settings.

Primary Data Load – Data to be provided in an electronic format provided by JAGGAER

Business UnitsJAGGAER 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.

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Invoicing [1]

For the application and applicable add-on(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 creationConfigure the Solution to enable receiving (desktop and/or central)
General SettingsConfigure general receiving settings to support Client requirements
Workflow (as of Release 19.3)Configure up to two (2) workflow steps associated with receipt creation and transmission to the Client’s ERP system, if applicable.
Receipt documentConfigure receipt entry and available options
User RolesConfigure up to two (2) new roles related to invoice functionality

Invoice Creation

InvoicingConfigure the Solution to enable purchase order related invoices and non-PO invoice creation (if applicable), both manually and electronically (if applicable).
General SettingsConfigure general invoicing settings to support Client requirements
Supplier PortalConfigure 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 configurationConfigure up to two (2) emails sent to suppliers regarding registration and/or invoice communications.
User RolesConfigure up to three (3) new roles related to invoice functionality
WorkflowConfigure up to three (3) workflow steps associated with invoice creation and transmission to the Client’s ERP system.
Custom FieldsConfigure up to five (5) custom fields on Invoice document.
Updates to Purchase Order document layoutUpdate Purchase Order document layout modifications to accommodate invoice requirements, if required.
Updates to Purchase Requisition document layoutUpdate Requisition document layout modifications to accommodate invoice requirements, if required.
Invoice document layoutConfigure invoice document to support Client invoice requirements.
Credit Memo document layoutConfigure credit memo document to support Client credit memo requirements.

Invoice Matching and Approvals

General SettingsConfigure general invoice approvals and general matching settings to support Client requirements.
Matching and TolerancesConfigure Advanced Dynamic Matching (ADM) for up to five (5) matching rules and educate Client on managing and updating ADM settings/rules.
User RolesConfigure up to five (5) new roles related to invoice approvals and matching processes.
WorkflowConfigure up to ten (10) workflow/review steps associated with invoice workflow. Educate customer on workflow configuration is used to manage approval updates.
Non-PO Invoice Process and Approvals
Custom FieldsUp to five (5) custom fields on Purchase Requisition and/or Purchase Order
Purchase Requisition and Purchase Order WorkflowUp to ten (10) net new Purchase Requisition and/or Purchase order workflow steps
FormsUp to three (3) forms to accommodate new business processes, including a check request form
Updates to Purchase Order document layoutUpdate Purchase Order document layout modifications to accommodate non-po invoice requirements, if required.
Updates to Purchase Requisition document layoutUpdate Requisition document layout modifications to accommodate non-po invoice requirements, if required.
Updates to Invoice document layoutConfigure invoice document to support Client non-po invoice requirements.
Updates to Credit Memo document layoutConfigure credit memo document to support Client non-po credit memo requirements.

Digital Mailroom

ConfigurationConfigure the Solution to accommodate the standard Optical Character Recognition (OCR) invoice Import via Digital Mailroom.
Invoice deliveryEstablish a dedicated USPS PO Box, fax line, and email address for the Client.
Invoice importEstablish connectivity with the Digital Mailroom and Accounts Payable Director for the importing of invoices.
WorkflowConfigure and/or adjust up to five (5) workflow steps to accommodate Digital Mailroom related activities and processes, if applicable.
Standard Supported fieldsThe following fields are supported via the Digital Mailroom invoice import process into the JAGGAER Application. Additional fields require custom mapping for an additional fee.

Header fields:

  • Batch ID
  • Supplier Name
  • Remit-To Address 1
  • Remit-To Address 2
  • Remit-To City
  • Remit-To State
  • Remit-To Zip
  • Remit-To CountryCode
  • User First Name
  • User Last Name
  • PO Number
  • Invoice Number
  • Account Number
  • Invoice Date
  • Due Date
  • Currency
  • Invoice Type (Invoice/Credit)
  • Sub Total
  • Grand Total
  • Shipping Charges
  • Handling Charges
  • Tax 1
  • Tax 2
  • Discount Amount

Line-Level Fields:

  • PO Number
  • Quantity
  • Catalog Number
  • Description
  • Unit of Measure
  • Discount
  • Unit Price
  • PO line Number

[1] formerly “AP Director” or “Accounts Payable Director” or “Accounts Payable”

 

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Supplier Management

For the application and applicable add-on(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

Supplier Management[2]Supplier Management+[3]
Configurable Registration ProfilesConfigure up to one (1) registration profile.

X

X

Registration QuestionsConfigure up to ten (10) custom registration questions.

X

X

Supplier Email CommunicationsConfigure up to one (1) email communication.

X

Supplier Email CommunicationsEducate Client on how to create and send email communications.

X

Supplier PortalProvide initial configuration of the Supplier Portal including branding options such as logo, theme colors, and messaging to suppliers.

X

X

User RolesConfigure up to three (3) roles associated with supplier management.

X

X

Registration Workflow

WorkflowConfigure up to ten (10) workflow steps to manage the registration approval process.

X

Supplier Management

Tier 2 ReportingWork with client to determine what supplier information should be gathered related to Tier2 reporting.

X

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

X

Risk ComplianceConfigure up to two (2) scorecard templates.

X

X

Supplier Segmentation

 Configure up to one (1) custom segmentation assessment or scorecard and associated supplier review workflow.

X

Supplier Qualification

 Configure up to one (1) custom assessment or scorecard and associated supplier review workflow.

X

Supplier Category Qualification

 Configure up to one (1) custom assessment or scorecard and associated supplier review workflow.

X

Supplier Risk

 Configure one (1) risk scorecard or one (1) supplier risk assessment questionnaire and associated workflow

X

Supplier Performance

 Configure up to two (2) scorecard templates consisting of up to twenty (20) KPIs each and associated surveys

X

Supplier Development Plan

 Configure one (1) supplier development plan template and associated actions and action collaboration questions

X

Primary Data Load – Data to be provided in an electronic format provided by JAGGAER

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

X

X

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

X

X

[2] formerly “Total Supplier Manager” or “TSM” or “Supplier Management”

[3] formerly “Advantage Supplier Management” or “JA Supplier Management”

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Contracts

For the application and applicable add-on(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

Contracts+[4]
User RolesConfigure up to five (5) new roles

X

Custom FieldsConfigure up to fifteen (15) custom fields

X

Contract TypesConfigure up to ten (10) contracts types

X

Contract Work GroupsConfigure up to fifteen (15) work groups

X

Authoring

Clause LibrariesConfigure one (1) clause library with up to fifteen (15) clauses

X

Alternative LanguageConfigure up to two (2) alternative languages

X

TemplatesConfigure 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

X

TemplatesGuide Client in adding clauses and alternative language to one (1) advanced (dynamic) template up to fifteen (15) pages in length

X

WorkflowConfigure up to ten (10) notification/approval steps, using Advanced Dynamic Workflow if applicable

X

Contract RequestConfigure one (1) contract request template and up to five (5) contract request workflow notification/approval steps, using Advanced Dynamic Workflow, if applicable

X

eSignature

DocuSignConfigure standard JAGGAER DocuSign connection

X

Adobe SignConfigure standard JAGGAER Adobe Sign connection

X

Primary Data Load – Data to be provided in an electronic format provided by JAGGAER

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

X

UsersPerform a one-time load of users in Client’s Production site and a subset in Client’s Test site

X

ContractsPerform an iterative load of up to 15,000 contracts and 15,000 attachments in Clients’ Production site and a subset in Client’s Test site. Client will collaborate with JAGGAER to resolve load errors.

X

[4] formerly “Indirect Contract Lifecycle Management” or “TCM” or “Total Contract Manager”

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Sourcing

For the application and applicable add-on(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

Sourcing[5]Sourcing+[6]
Event TypesConfigure up to two (2) event types (e.g. – RFP, RFI)

X

X

Event TemplatesConfigure up to two (2) template

X

Custom FieldsConfigure up to ten (10) custom fields.

X

X

LibrariesCreate up to three (3) libraries, each with up to 20 elements (prerequisites, attachments, or questions).

X

Event SetupConfigure content used to build sourcing events and educate client on how to create and manage additional solution entities

X

X

Supplier Email CommunicationsConfigure up to two (2) supplier emails

X

Supplier Email CommunicationsEducate Client on how to update and manage email communications

X

General SettingsConfigure settings, including options to activate a Public site and activate a Sealed Bid

X

X

Supplier PortalProvide initial configuration of the Supplier Portal including branding options such as logo, theme colors, and messaging to suppliers

X

X

User RolesConfigure up to four (4) new roles related to Sourcing activities

X

X

Work GroupsConfigure up to fifteen (15) work groups

X

Sourcing RequestConfigure one (1) sourcing request template and up to five (5) sourcing request workflow notification/approval steps, using Advanced Dynamic Workflow, if applicable

X

Program Manager/Workflow

WorkflowJAGGAER to configure up to ten (10) workflow steps to manage both the event creation and event evaluation process

X

Project TypesConfigure up to two (2) project types (e.g. products, services)

X

Custom FieldsConfigure up to 10 project event attributes for each event type

X

General SettingsConfigure settings for project workflow such as approvals, dependencies, optional tasks, etc.

X

Primary Data Load – Data will be provided in an electronic format provided by JAGGAER

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

X

X

Auction

TemplateConfigure one (1) reverse auction template

X

X

Auction TypesConfigure up to two (2) auction types (e.g. products, services)

X

Custom FieldsConfigure up to 10 auction event attributes for each event type

X

[5] formerly “Indirect Sourcing” or “Sourcing Director”

[6] formerly “Advantage Sourcing”

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Inventory

For the application and applicable add-on(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[7]

General SettingsJAGGAER to work with customer to configure Inventory settings.
User RolesConfigure up to two (2) new roles related to inventory management administration and stockroom management.
Internal StockroomConfigure one (1) internal stockroom with preferred positioning, if desired by Client.
KioskConfigure one (1) kiosk if desired by the Client
LocationsConfigure parent location for internal store.
WorkflowConfigure up to three (3) Purchase Requisition or Purchase Order workflow steps to accommodate sales order for supplies items.
Sales Order WorkflowConfigure workflow for sales orders with a single workflow queue for review and approval.

[7] formerly “Supplies Manager”

 

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Savings Management

For the application and applicable add-on(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.

User RolesConfigure up to five (5) new roles related to Savings Management activities
Custom FieldsConfigure up to ten (10) custom fields
Savings TypesConfigure up to five (5) savings types
Savings CategoriesConfigure up to ten (10) savings categories
Approval WorkflowConfigure (1) approval workflow

 

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Category Management

For the application and applicable add-on(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.

User RolesConfigure up to five (5) new roles related to Category Management activities
Custom FieldsConfigure up to ten (10) custom fields
Strategy TypesConfigure up to five (5) strategy types
MethodsConfigure up to ten (10) additional methods
Approval WorkflowConfigure (1) approval workflow

 

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