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
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. |
Forms |
Configure up to three (3) 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
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. |
Purchasing Documents |
Configure the Purchase Requisition document based on best practices and Client input. |
Forms |
Configure up to five (5) custom forms and educate Client on process and permissions needed to create additional forms. |
User Roles |
Configure up to five (5) user roles. |
Order Delivery
Order Distribution |
Configure the solution to enable order distribution through the appropriate channels for the Client (fax, email, manual, cXML, supplier portal delivery). |
General Settings |
Configure organization-wide settings for order distribution and educate client how to manage supplier-specific settings and manage order failures |
Purchasing Documents |
Configure the Purchase Order document. |
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. |
Primary Data Load
Data to be provided in an electronic format provided by JAGGAER
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 1,500 contracts in Client’s Production site and a subset in Client’s Test site. |
Multiple 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
Data to be provided in an electronic format provided by JAGGAER
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. |
Invoicing
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 creation |
Configure the Solution to enable receiving (desktop and/or central) |
General Settings |
Configure 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 document |
Configure receipt entry and available options |
User Roles |
Configure up to two (2) new roles related to invoice functionality |
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 functionality |
Workflow |
Configure up to three (3) workflow steps associated with invoice creation and transmission to the Client’s ERP system. |
Custom Fields |
Configure up to five (5) custom fields on Invoice document. |
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. |
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. |
User Roles |
Configure up to five (5) new roles related to invoice approvals and matching processes. |
Workflow |
Configure 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 Fields |
Up to five (5) custom fields on Purchase Requisition and/or Purchase Order |
Purchase Requisition and Purchase Order Workflow |
Up to ten (10) net new Purchase Requisition and/or Purchase order workflow steps |
Forms |
Up to three (3) forms to accommodate new business processes, including a check request form |
Updates to Purchase Order document layout |
Update Purchase Order document layout modifications to accommodate non-po invoice requirements, if required. |
Updates to Purchase Requisition document layout |
Update Requisition document layout modifications to accommodate non-po invoice requirements, if required. |
Updates to Invoice document layout |
Configure invoice document to support Client non-po invoice requirements. |
Updates to Credit Memo document layout |
Configure credit memo document to support Client non-po credit memo requirements. |
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 |
The 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
|
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 |
Supplier Management+ |
Configurable Registration Profiles |
Configure up to one (1) registration profile. |
X |
X |
Registration Questions |
Configure up to ten (10) custom registration questions. |
X |
X |
Supplier Email Communications |
Configure up to one (1) email communication. |
|
X |
Supplier Email Communications |
Educate Client on how to create and send email communications. |
|
X |
Supplier Portal |
Provide initial configuration of the Supplier Portal including branding options such as logo, theme colors, and messaging to suppliers. |
X |
X |
User Roles |
Configure up to three (3) roles associated with supplier management. |
X |
X |
Registration Workflow
Workflow |
Configure up to ten (10) workflow steps to manage the registration approval process. |
X |
|
Supplier Management
Tier 2 Reporting |
Work with client to determine what supplier information should be gathered related to Tier2 reporting. |
X |
|
Dynamic Qualification |
Configure up to two (2) custom questionnaires and associated supplier review workflow. |
X |
|
Risk Compliance |
Configure 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 |
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+ |
User Roles |
Configure up to five (5) new roles |
X |
Custom Fields |
Configure up to fifteen (15) custom fields |
X |
Contract Types |
Configure up to ten (10) contracts types |
X |
Contract Work Groups |
Configure up to fifteen (15) work groups |
X |
Authoring
Clause Libraries |
Configure one (1) clause library with up to fifteen (15) clauses |
X |
Alternative Language |
Configure up to two (2) alternative languages |
X |
Templates |
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 |
X |
Templates |
Guide Client in adding clauses and alternative language to one (1) advanced (dynamic) template up to fifteen (15) pages in length |
X |
Workflow |
Configure up to ten (10) notification/approval steps, using Advanced Dynamic Workflow if applicable |
X |
Contract Request |
Configure one (1) contract request template and up to five (5) contract request workflow notification/approval steps, using Advanced Dynamic Workflow, if applicable |
X |
eSignature
DocuSign |
Configure standard JAGGAER DocuSign connection |
X |
Adobe Sign |
Configure standard JAGGAER Adobe Sign connection |
X |
Primary Data Load
Data to be provided in an electronic format provided by JAGGAER
Suppliers |
Perform a one-time load of suppliers in Client’s Production site and a subset in Client’s Test site |
X |
Users |
Perform a one-time load of users in Client’s Production site and a subset in Client’s Test site |
X |
Contracts |
Perform 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 |
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 |
Sourcing+ |
Event Types |
Configure up to two (2) event types (e.g. – RFP, RFI) |
X |
X |
Event Templates |
Configure up to two (2) template |
X |
|
Custom Fields |
Configure up to ten (10) custom fields. |
X |
X |
Libraries |
Create up to three (3) libraries, each with up to 20 elements (prerequisites, attachments, or questions). |
X |
|
Event Setup |
Configure content used to build sourcing events and educate client on how to create and manage additional solution entities |
X |
X |
Supplier Email Communications |
Configure up to two (2) supplier emails |
X |
|
Supplier Email Communications |
Educate Client on how to update and manage email communications |
|
X |
General Settings |
Configure settings, including options to activate a Public site and activate a Sealed Bid |
X |
X |
Supplier Portal |
Provide initial configuration of the Supplier Portal including branding options such as logo, theme colors, and messaging to suppliers |
X |
X |
User Roles |
Configure up to four (4) new roles related to Sourcing activities |
X |
X |
Work Groups |
Configure up to fifteen (15) work groups |
X |
|
Sourcing Request |
Configure 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
Workflow |
JAGGAER to configure up to ten (10) workflow steps to manage both the event creation and event evaluation process |
|
X |
Project Types |
Configure up to two (2) project types (e.g. products, services) |
|
X |
Custom Fields |
Configure up to 10 project event attributes for each event type |
|
X |
General Settings |
Configure 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
Suppliers |
Perform a one-time load of suppliers in Client’s Production site and a subset in Client’s Test site |
X |
X |
Auction
Template |
Configure one (1) reverse auction template |
X |
X |
Auction Types |
Configure up to two (2) auction types (e.g. products, services) |
|
X |
Custom Fields |
Configure up to 10 auction event attributes for each event type |
|
X |
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
General Settings |
JAGGAER to work with customer to configure Inventory settings. |
User Roles |
Configure up to two (2) new roles related to inventory management administration and stockroom management. |
Internal Stockroom |
Configure one (1) internal stockroom with preferred positioning, if desired by Client. |
Kiosk |
Configure one (1) kiosk if desired by the Client |
Locations |
Configure parent location for internal store. |
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. |
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 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 |
Savings Categories |
Configure up to ten (10) savings categories |
Approval Workflow |
Configure (1) approval workflow |
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 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 |
Approval Workflow |
Configure (1) approval workflow |