Supplier Relationship Management (SRM) is an SAP product that facilitates procurement via a web based platform.

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John Stevenson
10 years ago
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1 Supplier Relationship Management Overview Town Hall Meeting Bill Harris Purchasing Director

2 Definition of SRM Supplier Relationship Management (SRM) is an SAP product that facilitates procurement via a web based platform. Improved purchasing efficiencies: Enables end users to procure goods and services via a Shopping Cart environment Search and order from vendor catalogues Reduce order cycle time through pre loaded University contracts Increase order accuracy Enhance approval workflows Increased costs savings: Steer users toward negotiated contracts Improve data for future strategic sourcing efforts Prompt pay discounts opportunities 2

vendor catalogues Reduce order cycle time through pre loaded University contracts Increase order accuracy Enhance approval workflows

3 SRM Role Terminology Current SAP Role Requisitioner Approver Receiver SRM Role Shopper Approver Confirmer 3

4 Definition of Shopper & Shopping Cart The Shopper role in SRM is responsible for creating a Shopping Cart to purchase goods and/or services from a particular supplier. ShoppingCarts areline item driven, thus allowing theshopper to: Order items from multiple suppliers in one cart Assign g multiple or split account assignments for each line item 4

ShoppingCarts areline item driven, thus allowing theshopper to: Order items from

5 SRM Shopping Methods There are three different types of shopping methods: Catalog orders are used for the University s highest volume suppliers. Shoppers will punch out out to the suppliers external websites. Approval is required for all orders over $2,000. SRM immediately creates and transmits a purchase order to the supplier. Contract orders are used to select line items from established University contracts within the SRM environment. After appropriate approvals, SRM immediately creates and transmits a purchase order to the supplier. Free Text orders are used when items cannot be found in catalogs or contracts. Shoppers enter information similar to the requisitioning process in the current SAP purchasingsystem system. After approvals, free text shopping carts are forwarded to Purchasing for processing based on established policies and procedures. Purchase orders are the document issued for all shopping methods. 5

Contract orders are used to select line items from established University contracts within the SRM environment.

6 SRM Implementation Schedule Phase 1 Campus SRM Implementation Schedule Pilot Groups Online Training August 2011 Pilot Groups Go Live September 1, 2011 CampusTraining September 2011 Campus Go Live October 1, 2011 Post Go Live Open labs will be available for walk in training and assistance. Phase 2 Healthcare Summer

CampusTraining September 2011 Campus Go Live October 1, 2011 Post Go Live Open

7 SRM Roles and Training: Shopper End users currently holding the SAP REQUISITIONER role must fulfill a two part t training requirement in order to obtain the SRM SHOPPER role: Attend the MM_SRM_SHOP_300 SHOP Shoppers training session in the Student Center presented by the Purchasing Division. Sessions will be hosted from September 12 th to 23 rd, one session each morning and afternoon. Registration R i i for these courses will be available from the end user s mytraining i at myuk>employee Self Service>Training page. Following g attendance of the Shoppers training session, successfully complete MM_SRM_SPS_200 Shopper Personal Settings online training course. This course will be available from the end user s mytraining at myuk>employee Self Service>Training page. All SRM training must be completed by September 30 th. 7

Sessions will be hosted from September 12 th to 23 rd, one session each morning and afternoon.

8 SRM Roles and Training: Approver End users currently holding the SAP APPROVER role must fulfill the following training requirement in order to obtain the SRM APPROVER role: Successfullycomplete complete MM_SRM_APP_300 Approver onlinetrainingcourse. Beginning September 1 st, this course will be available from the end user s mytraining at myuk>employee Self Service>Training page. All SRM training must be completed by September 30 th. 8

9 SRM Roles and Training: Confirmer End users currently holding the SAP RECEIVER role must fulfill the following training requirement in order to obtain the SRM GOODS CONFIRMER role: Successfullycomplete complete MM_SRM_CON_300 Goods Confirmations onlinetraining course. Beginning September 1 st, this course will be available from the end user s mytraining at myuk>employee Self Service>Training page. All SRM training must be completed by September 30 th. 9

Goods Confirmations onlinetraining course.

Paper handouts of the SRM Shoppers presentation will not be provided. Downloads are available @ www.uky.edu/purchasing

Supplier Relationship Management Shopper MM_SRM_SHO_300 SRM Goes GREEN Paper handouts of the SRM Shoppers presentation will not be provided. Downloads are available @ www.uky.edu/purchasing 2 Definition