Material Resources Update April 1, 2011

Transcription

1 Material Resources Update April 1, Copyright

2 Aplicaciones Instituciones Institutional Applications Aplicación (es) Contratistas Contractor s Application Bóveda Electrónica Phase 2 Integration Project Focuses on POs & Anexo C Phase 2 Materials Phase 1 Finance Realiza Trabajos en sitio Perform work Phase 3 UPMP Factura Tax Document Firma de Pedido Signed Order Aprueba Boleta de Campo (Generador) Approve Field Ticket Aprueba Boleta Campo (Estimación) Pro Forma Invoice Autoriza (ADENDA) Adenda Factura y Datos de la Adenda Tax Document & Adenda Ajustes Pedido Asociado Adjustments Si No Contrato MM con Anexo C Contract with Anexo C Manual 43XXXXXXXX Elabora Pedido Asociado (Orden de Serv.) Prepares PO Doble línea de control Pptal. Automático!! Actualiza Orden de Servicio Update Service Order 43XXXXXXXX Automático!! Crea hoja de entrada y Aceptación Create input sheet 20XXXXXXXX 1XXXXXXXXX Manual Codificación de deductivas y sanciones COPADE 1XXXXXXXXX (sustituto CABYS) Automático!! Registro de Factura y Deducciones Invoice Register 512XXXXXXX 172XXXXXXX 19XXXXXXXX Proceso de pago Payment Process Orden de Serv. Interna Internal Service Order 2 Copyright * PO = Purchase Order for Services and/or Materials

3 Material Resources Key Points The New Process is PO Driven The Anexo C Feeds the PO Supplier Part Numbers on Anexo C Enhances the PO Electronic Integration Facilitates the Anexo C and PO Processes Spend Analytics Starts with the Anexo C Prerequisites for Integration of Anexo C and POs Actionable Steps 3 Copyright

4 The New Process is PO Driven Emphasis on Budgetary Control Utilize PO functionality in SAP to enforce control o If no budget, no PO Materials Resource has launched an SAP project focused on purchase requisition and purchase orders o Project is being rolled out by regions o Training many field personnel on the SAP processes 4 Copyright

5 The Anexo C Feeds the PO What is the Anexo C? The Anexo C is the third annex to a tender contract. The Anexo C contains the items covered by the contract, the quantities and the prices Tender Contract Terms Conditions Anexo A Anexo B Anexo C Items Quantities Prices 5 Copyright

6 The Anexo C Feeds the PO How the Anexo C Feeds the PO in SAP Create Purchase Order Use info from Anexo C 6 Copyright

7 Supplier Part Numbers on Anexo C Enhances the PO Create Purchase Order Anexo C No Supplier Part Number Supplier Part Numbers Communicate to the Supplier the Work that is Required Diminishes the reliance on the text description 7 Copyright

8 Aplicaciones Instituciones Institutional Applications Bóveda Electrónica OFS Portal Aplicación (es) Contratistas Contractor s Application Electronic Integration Facilitates the Anexo C and PO Processes Receive Anexo C Add supplier part numbers Receive Order Send PIDX XML PO Response Enrich data Syndicate to PEMEX Send Anexo C to Supplier Receive enriched data Convert Order to PIDX XML and Send to Supplier Recieve PIDX XML PO Response Create Outline Agreement Update Outline Agreement with Supplier Part Numbers Create Purchase Requistion from Outline Agreement Approve Purchase Requisition Create Order Update SAP with PO Response Finish Start Tender Process Complete Create Anexo C in Pemex CSV format 8 Copyright * PO = Purchase Order for Services and/or Materials

9 Spend Analytics Starts with the Anexo C What is Spend Analytics? Spend Analytics answers o What was bought? o When it was bought? o From whom did we buy? o How much did we pay? UNSPC and PIDX commodity codes provide standard classification system to answer o What was bought? UNSPC codes and/or PIDX commodity codes enrich the Anexo C 9 Copyright

10 Aplicaciones Instituciones Institutional Applications Bóveda Electrónica OFS Portal Aplicación (es) Contratistas Contractor s Application UNSPC codes and/or PIDX commodity codes enrich the Anexo C Receive Anexo C Add supplier part numbers Receive Order Send PIDX XML PO Response Enrich data Syndicate to PEMEX Send Anexo C to Supplier Receive enriched data Convert Order to PIDX XML and Send to Supplier Recieve PIDX XML PO Response Create Outline Agreement Update Outline Agreement with Supplier Part Numbers Create Purchase Requistion from Outline Agreement Approve Purchase Requisition Create Order Update SAP with PO Response Finish Start Tender Process Complete Create Anexo C in Pemex CSV format 10 Copyright * PO = Purchase Order for Services and/or Materials

11 Prerequisites for Integration of Anexo C and POs Award the Boveda Contract Decide Transport Routing Protocol o AS/2, web services Define the Requirements 11 Copyright

12 Actionable Steps Define the Requirements in detail The business process flow The format of the Anexo C and PO documents The content of the documents The KPIs for success Much of the requirements were defined previously Revisit and update previously defined requirements 12 Copyright