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BOISE CASCADE USING WORKFLOW SUPPLIER RELATIONSHIP MANAGEMENT PRODUCT USER GROUP CONFERENCE

BOISE CASCADE USING WORKFLOW SUPPLIER RELATIONSHIP MANAGEMENT PRODUCT USER GROUP CONFERENCE APRIL 4, 2006. Presenters. Mark Kirkland, Corporate Procurement Marci Struzinski, Corporate Shared Accounting Services Dave Howard, Corporate Systems Development. Topics Covered.

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BOISE CASCADE USING WORKFLOW SUPPLIER RELATIONSHIP MANAGEMENT PRODUCT USER GROUP CONFERENCE

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  1. BOISE CASCADE USING WORKFLOW SUPPLIER RELATIONSHIP MANAGEMENT PRODUCT USER GROUP CONFERENCE APRIL 4, 2006

  2. Presenters • Mark Kirkland, Corporate Procurement • Marci Struzinski, Corporate Shared Accounting Services • Dave Howard, Corporate Systems Development

  3. Topics Covered • Boise Cascade Company Information • Use of Delivered Work Flow • Use of Customized Work Flow • Strategies and Implementation of Work Flow • Questions and Answer Session

  4. Boise Cascade Company Background • Company Headquarters in Boise, Idaho • 10,000+ Employees • Operations • Domestically throughout the United States • Internationally in the United Kingdom, Brazil, and Canada • Four Major Divisions • Building Materials Distribution (29 Distribution Centers) • Paper Manufacturing (4 Paper Mills) • Timber and Wood Products (21 LVL, Plywood, Lumber, & Veneer Plants) • Packaging and News Print (1 Paper Mill, 5 Packaging Plants)

  5. 2005 Sales by Business -- $ Millions

  6. Versions of PeopleSoft • Began Converting to PeopleSoft Version 5.1 in 1996 • Upgraded to Version 7.5 in November 1999 • Added eProcurement 8.0 in 2002 • Upgraded to 8.8 on November 28, 2005 • Currently on PeopleSoft 8.8 - SP 1 - MP 2 • Preparing to ‘Get Current’ through Maintenance Pack 5

  7. 2005 Finance and Purchasing Statistics • ~ 2,400 Purchasing and Finance Users • 20 Purchasing Business Units • 26 Inventory Business Units • 179 AP Business Units • 238 General Ledger Business Units • ~ 280,000 Item Ids

  8. 2005 Finance and Purchasing Statistics • 293,688 Journals • 1,447,625 Vouchers • 328,794 Payments • 1473 Pay Cycles • 107,880 Purchase Orders • 68,546 Requisitions • 191,737 Receipts

  9. Purchasing Inventory Accounts Payable Accounts Receivable Asset Management Project Costing General Ledger Budget Billing Contracts eProcurement Human Resources Benefits Administration Payroll ePay Modules In Use

  10. Integrated Systems • Maximo 4.1 and Maximo 5.2 • Maximo is a maintenance planning application used by • some Business Units • Requisitions that are written in Maximo and ‘Replicated’ • into PeopleSoft • PeopleSoft and Maximo also share the following: • Purchase Orders • Receipts • Vouchers • Item IDs and Descriptions

  11. Three Types of Work Flow • Delivered Work Flow for Requisition Approvals • Customized Work Flow for Receipt Notification • Customized Work Flow for Entering Two-Way Vouchers

  12. Delivered Work Flow for Requisitions • Requisitions that are written in eProcurement • go through an Approval Process • Approval Process Varies depending on the Business Unit • Self Approvals • Yes/No Approvals • Monetary Value Based Approvals

  13. Yes/No Approvals • Static Approval Process Definition • All Requisitions Require Supervisor Approval • If a User is allowed to Self Approve Requisitions, the User is their own Supervisor

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  26. Monetary Based Approvals • Each Business Unit has Specific Levels of Approval • One Business Unit has Seven Levels • A Dynamic Setup is Used • Every User in the Business Unit has a Supervisor

  27. Example of Approval Levels Level 0 – Any Requisition Written Requires Approval Level 1 – Self Approval up to $1,000 Level 2– Self Approval up to $5,000 Level 3 – Self Approval up to $10,000 Level 4 – Self Approval up to $20,000 Level 5 – Self Approval up to $25,000 Level 6 – Self Approval up to $100,000 Level 7 – Unlimited Self Approval Make sure every user has a Supervisor, and every Supervisor ultimately leads to a Level 7 Approver.

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  30. Adding Approvers and Reviewers

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  32. Receipt Work Flow Notification • Customized Work Flow • Alerts a Requestor when Material is Received • PeopleCode in place to exclude Inventory Items

  33. Email for Receipt Notification From: peoplesoft@bc.com [mailto:peoplesoft@bc.com] Sent: Monday, March 27, 2006 8:54 AM To: Herbert, Diana Subject: Notification: Receipt for Requisition A receipt has been processed for your Requisition 4005/0000022149, PO 4005/ 0000100518, PO Line 1 Ship Seq Number 1 Distribution Line 1. The item, STUFF FOR APPROVAL, for a quantity of 2000 is available for pick-up at the warehouse/stores location unless other arrangements have been made for delivery to LENA STORE. Receiver ID: 4005/0000158130

  34. Prior to ‘Two Way’ Email Creation • Vouchers entered against ‘Two Way’ POs were placed on hold • Voucher faxed to requestor/buyer for approval • Requestor/ buyer notifies AP if voucher is ‘ok to pay’ or if voucher is ‘not ok to pay’ • AP monitors via query all vouchers ‘pending approval’ and follows up with requestor/buyer

  35. Two Way Notification for Vouchers • Customized Work Flow • Notifies a Requestor or Buyer via Email when a Voucher has been entered against a ‘Two-Way’ PO • Negative approval • Public Folders Copied and Emails Stored

  36. Two Way Email Scenarios • Online Requisition • Non-Requisition PO - Data in PO Ref field • Non-Requisition PO - No Requestor Identified

  37. Email for Online Requisition Invoice Number: 27717833-001 Voucher Number: 2006/00386064 Vendor: RENTAL SERVICE CORP Invoice Total: $1460 Freight Total: $0 Invoice Due Date: 2006-03-13 Buyer: Cook,Larry Requestor: Charlie Bordelon Requisition Number: 2006/152164 PO Ref Field: Online Src From Req 152164 Notification To:CharlieBordelon@Contractor.BC.com PO Number: 2006 / 0000106203 PO Line Number: 1 Line Description: RENTAL, CRANE, 8-TON CARRYDECK Amount Vouchered on PO Line: $895 PO Line Total: $895 Dollar Amount Matched to PO Line: $0 Project ID:

  38. Email for Non-Requisition POs – PO Ref Field Invoice Number: 47617 Voucher Number: 2002/00038044 Vendor: GRAYS HARBOR PAPER LP Invoice Total: $20897.28 Freight Total: $0 Invoice Due Date: 2006-04-04 Buyer: Medley,Sue Requestor: Requisition Number: / PO Ref Field: sa-32106 PO Number: 2002 / 26419 PO Line Number: 1 Line Description: 60.5 X 58 - 20# - 55112 - MAXB Amount Vouchered on PO Line: $20897.28 PO Line Total: $769003.2 Dollar Amount Matched to PO Line: $0 Project ID:

  39. Email for Non-Requisition POs – No Requestor Identified Invoice Number: 5383 Voucher Number: 6003/00051586 Vendor: DANS FORKLIFT SERVICE & REPAIR Invoice Total: $101.15 Freight Total: $0 Invoice Due Date: 2006-03-11 Buyer: Garcia,Mark Requestor: Requisition Number: / PO Ref Field: Delivered Email Notification To: MarkGarcia@BoisePaper.com PO Number: 6003 / 0000006938 PO Line Number: 2 Line Description: Ser#A3EC340846 #4 Parts- Switc Amount Vouchered on PO Line: $41.15 PO Line Total: $41.15 Dollar Amount Matched to PO Line: $0 Project ID:

  40. Two Way Email Issues • Security Set Up • Notifications created as a ‘Post’ from Peoplesoft@bc.com • Manual Forwarding of Notifications (Offline Requisition - Data in PO Ref)

  41. History • We had a directive to stay vanilla, but customizations became necessary for numerous reasons. • Resource constraints. • We re-implemented workflow in 7.5. • We used eProcurement rules-based workflow. • We re-implemented in version 8.8. • We shifted our security model over time.

  42. Current situation • We have had issues with each workflow process that we implement. • We have ongoing issues.

  43. Going Forward • We now have several pieces of documentation related to implementing the delivered AWE: a lengthy red paper, a step-by-step document and a summary example. • We have trained more developers to handle workflow. • We have many additional requests for workflow-type applications and these will be addressed in future months.

  44. Considerations • Set up can be considerable. • Maintenance is required. • Be sure to allow for exceptions.

  45. Boise-specific Issues • Upgrade from 7.5 to 8.8 introduced problems. • Merging eProcurement and mainstream purchasing was a goal.

  46. Workflow Design

  47. Workflow Design

  48. Workflow Design

  49. Workflow Design

  50. Questions and Answer Session

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