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Course ID: SCM 101Course: Supply Chain ManagementFundamentals1

Ground RulesBe on timeAttendanceTurn off your cellphones when inclassTake breaks asneededParticipate activelyin class; refrainfrom email andinternet useFeel free to askquestions

Course OverviewCourse DescriptionThis course provides a comprehensive review of the Supply Chain ManagementFundamentals processes.This course consists of the following modules: Module 1: Course Introduction Module 2: Supply Chain Management Fundamentals Module 3: SCM End-to-End Processes Module 4: Integration points between SCM and Finance INFORMS modules Module 5: Course SummaryTraining Audiences All INFORMS end-users with SCM Related RolesPrerequisites ERP 101 – Overview of INFORMS ERP 102 – INFORMS Navigation, Reporting and Online HelpEstimated Duration 1 Hour and 30 Minutes3

Course OutlineContentModule 1: Course IntroductionModule 2: Supply Chain Management Fundamentals Lesson 1: INFORMS SCM FundamentalsModule 3: SCM End-to-End Process Lesson 1: SCM End-to-End Processo Lecture 1: Strategic Sourcing Module End-to-End Processo Lecture 2: Supplier Contract Management Module End-to-End Processo Lecture 3: eProcurement Module End-to-End Processo Lecture 4: Procurement ReportingModule 4: Integration points between SCM and Finance INFORMS Modules Lesson 1: Integration points between SCM and Finance INFORMS ModulesModule 5: Course Summary4

Module 1: Course IntroductionModule TopicsCourse Administration and LogisticsLearning ObjectivesRoles and ResponsibilitiesNavigationKey Changes to the Business ProcessIntroduction to Demonstrations, Activities and Exercises5

Course Administration and LogisticsTo receive credit forcompleting this course,attendance mustbe recorded at thebeginning and end ofclassActively participate inclassAsk questions tolearnPlease turn off cell phonesand refrain from checkingemail and the Internet whilein classTake Breaks atscheduled timesBe back from Breakson time6

Learning Objectives Understand the fundamentals of INFORMS Supply ChainManagement (SCM) Understand the SCM end-to-end processes Understand the Integration points between SCM and FinanceINFORMS modules7

Roles and Responsibilities All INFORMS end-users with SCM related roles are required to takethe SCM 101 – Supply Chain Fundamentals course prior to takingsubsequent SCM courses8

NavigationBelow are the steps to navigate to Account Payables, which will be used fornavigation in the rest of this course:1. Login to INFORMS and select Finance/ Supply Chain (FSCM) from the homelanding page below:9

Navigation2. Select Supply Chain Operations.10

Key Changes to the Business Process The ability to manage the lifecycle of capital projects and theprocurement of goods and services Provides the functionality to request, solicit, contract, procure,receive, and pay for goods, services11

Introduction to Activities and ExercisesParticipants will take part in two types of hands-on learning throughoutthis courseTrainingActivitiesTrainingExercises12

Module 1: Course Introduction SummaryModule TopicsCourse Administration and LogisticsLearning ObjectivesRoles and ResponsibilitiesNavigationKey Changes to the Business ProcessIntroduction to Demonstrations, Activities and Exercises13

Module 2: Supply Chain ManagementFundamentalsModule TopicsModule IntroductionLesson 1: INFORMS SCM Fundamentals14

Lesson 1: INFORMS SCM Fundamentals Introduction to INFORMS SCM Fundamentals and its features andbenefits15

Lesson 1: INFORMS SCM Fundamentals INFORMS provides the ability to track and report on the goods andservices purchased from County contracts across all agencies All assets and expenditures will be tracked and maintained in onecentral system16

Lesson 1: INFORMS SCM Fundamentals17

Lesson 1: INFORMS SCM FundamentalseProcurement Manage Items and Catalogs Manage RequisitionsThis module initiates the procure-to-pay business process by providingthe functionality to request goods and services for purchase. In thismodule user will create and maintain requisitions to include,integrating with the County’s e-catalog to select items and process theitems through the INFORMS requisition.18

Lesson 1: INFORMS SCM FundamentalsSupplier Contract Management Create Supplier Contracts Manage Contract Deliverables Negotiate Supplier Contracts Amend Supplier Contracts Approve Supplier Contracts Manage Supplier Contract Execute Supplier ContractsStandardsThis module provides robust document management authoringcapabilities to create and manage written contracts, sourcing events,purchase orders, and ad hoc documents using Microsoft Word. Themodule also provides a structured method to develop and manage acontract clause library and the document management life cycle.19

Lesson 1: INFORMS SCM FundamentalsPurchasing Manage and Record Purchase Orders Record Receipt of Goods & ServicesThis module is the center of the procure-to-pay process. It willstreamline the purchasing process through the creation ofProcurement contracts, purchase orders, and receipts.20

Lesson 1: INFORMS SCM FundamentalsStrategic Sourcing Manage Bidders Manage SourcingThis module facilitates collaboration between procurementprofessionals in user departments and the suppliers of the goods andservices. Users will use the Strategic Sourcing module to manage andexecute the bidding process.21

Lesson 1: INFORMS SCM FundamentalsSCM Integration Across Business Processes During the SCM process, the SCM modules integrates information across businessprocesses to complete the procure-to-pay life cycle which provides real-timevisibility and transparency to data throughout the County.eProeProcurement (ePro)Purchasing (PO)Strategic Sourcing (SS)Supplier Contract Management (SCM)XXPOXXXSSXXSCXXX22

Lesson 1: Activities and Exercises23

Module 2: Supply Chain ManagementFundamentals SummaryModule TopicsModule IntroductionLesson 1: INFORMS SCM Fundamentals24

Module 3: SCM End-to-End ProcessesModule TopicsModule IntroductionLesson 1: SCM End-to-End Processes25

Lesson 1: SCM End-to-End ProcessesAt the conclusion of this lesson, participants should: Understand the details of the SCM modules’ end-to-end Processes26

Lesson 1: SCM End-to-End ProcessesThe SCM modules support the business process of procuring goods andservices from suppliers in order to continue business operations.Business processes include actions involving requisitions, purchaseorders, change orders, receipts, procurement contract, sourcing eventsand creating supplier contract management documents.27

Lesson 1: SCM End-to-End Processes28

Lesson 1: Key TermsTermDefinitionAgreementsAgreements, also called deliverables, provide a mechanism to define andmanage internal and external agreements for the contract.BidA submission of a response to an event.BidderOrganizations that are interested in doing business with the County andinterested in responding to solicitations. Bidders are store separately fromSuppliers. Bidder tables act as a holding place until the bidder is awardedwith an event. Once an event is awarded to a registered bidder, theybecome a Supplier. Previously known as a Vendor.Bind VariableVariable definitions that enable a user to map source transactional values,such as a purchase order number to content within clauses, sections, andMicrosoft Word templates. Enables a user to retrieve actual field valuesfrom a transaction's record or wizard response when the system processesthe rule during document generation.29

Lesson 1: Key TermsTermDefinitionBudget CheckThe process used to ensure that the expense transactions meet therequirements of the Appropriation Ledger based on Fund, Department andAccount roll up as well as does not exceed the available budget amount.Business IntelligenceProvides a full range of business intelligence capabilities that allows theuser to collect up-to-date data from their organization, present the data inan easy-to-understand formats, such as tables and graphs, and deliver datain a timely fashion to the employees.BuyerA user that manages purchase orders and relationships with suppliers. Allusers with the Department Buyer role will have defaults established tostreamline PO data entry as it defines the default information that appearson a PO for a Buyer.Category ContactEnable users to create a contract based on a category (NIGP code) of items.Category contracts are typically used to set up a percentage-off list pricethat applies to any item within the category. Using category contracts, usercan also define items that can be excluded.30

Lesson 1: Key TermsTermDefinitionCollaborationCollaboration is an optional function that may be used when creatingcontract documents to share and track edits to documents across internaland external collaborators.Contract DocumentA textual document created in INFORMS Supplier Contract Managementthat user can associate with a procurement contract, solicitation or apurchase order. Contract documents are signed agreements that bindbuyers and suppliers to specific terms and conditions.DatabaseA systematized collection of data that can be accessed immediately andmanipulated by a data-processing system for a specific purpose.Document ClauseThe basic building block for a document, clauses can include the wordingfor contract terms and conditions stored, updated, and reused within adocument.Event BuyerCounty/Department end-user that will have the ability to create, analyze,and award sourcing events.31

Lesson 1: Key TermsTermDefinitionFixed Item ContractEnable users to create a contract based on specific items referenced on thecontract. User can also establish multiple contracts for the same item andsupplier combination, as long as the beginning dates of the contracts donot overlap.INFORMS InquiryINFORMS pages within each module that allow the user to review (lookup)existing information.INFORMS QueryRun pre-defined specific queries to extract precise information.InspectionPurchasing transaction entered into the system to denote that receivedgoods have been examined (inspected) to determine conformance to thepurchase specifications.ItemAn Item represents a good that is purchased from the supplier. Uniqueidentifiers may be established in the Item Master table for an item toreduce redundant data entry during requisition and purchase orderprocessing.32

Lesson 1: Key TermsTermDefinitionItem CatalogFacilitates selection of goods and services maintained in the Item Mastertable from a catalog during the creation of a requisition.Open Item ContractEnable users to create a contract which applies to any goods/services thatare purchased from the supplier while the contract is in effect. Open-itemcontracts are typically used to set up a percentage-off list price that appliesto any good/service that is purchased from the supplier. Both fixed itemsand open items can be established on an open item contract.PO CloseThe PO Close process occurs at the end of the INFORMS Purchasingtransaction life cycle. The PO Close process will be run manually to closePOs that have been fully liquidated or will no longer be used.33

Lesson 1: Key TermsTermDefinitionPO DispatchThe PO Dispatch process sends purchase orders and change orders tosuppliers. Options include print, email and phone. Purchase orders that arecreated from requisitions that were created with itemsfrom the County catalog.Punch OutThe process of leaving a requisition to access the County catalog to pull theitems into a requisition for processing and sourcing event to a purchaseorder.RequestorA user that needs to procure goods or services.RequisitionerA user that enters a requisition into INFORMS. Users with this role cancreate a requisition for themselves or on behalf of another Requestorwithin their department.Report ManagerProvides a single place where the user can view previously run reports.34