JAGGAER Source-to-Pay Configuration Training Course

Course overview

JAGGAER Source-to-Pay configurations often evolve through urgent fixes: a field added for one category, an approval rule copied from another workflow, a supplier form changed without considering downstream sourcing or purchasing impact. The result can be incomplete requisitions, misrouted approvals, inconsistent supplier records, low catalogue adoption, and audit evidence that is difficult to retrieve. This course equips procurement systems professionals to design and administer connected JAGGAER processes that reflect policy, operating models, and user needs rather than isolated system settings.

Participants work through the configuration relationships across JAGGAER One modules, including organisational structures, users and roles, supplier management, sourcing events, contracts, catalogues, requisitions, purchase orders, invoicing controls, and approval workflows. They learn to translate procurement policy into configuration requirements; set permissions using role-based access; build forms, fields, and validation rules; configure approval routing; manage supplier onboarding data; and test end-to-end Source-to-Pay scenarios. Attention is given to configuration governance, change impact assessment, data standards, and practical troubleshooting.

The five-day programme combines instructor-led configuration demonstrations with guided work in a JAGGAER training environment. Participants use realistic scenarios involving indirect spend, new supplier onboarding, competitive sourcing, contract-backed buying, and exception approvals. Each participant leaves with a documented JAGGAER Source-to-Pay configuration blueprint: a process map, configuration register, role matrix, approval design, test scripts, and prioritised implementation actions that can be adapted for their organisation.

The course is designed for procurement systems administrators, functional analysts, process owners, and implementation team members who already work with procurement operations and need to configure or govern JAGGAER more confidently.

Course objectives

By the end of this course, participants will be able to:

• Map an end-to-end JAGGAER Source-to-Pay process from supplier onboarding through requisition, purchase order, invoice, and audit trail
• Configure organisational units, user profiles, roles, and permission sets using role-based access principles
• Build requisition and supplier registration forms with custom fields, conditional logic, and mandatory-data validation
• Design approval workflows using spend thresholds, cost centres, commodity conditions, and exception routing
• Configure sourcing event templates, supplier invitations, questionnaires, scoring criteria, and bid evaluation controls
• Set up catalogue and contract-backed buying rules that guide users to compliant purchasing channels
• Create UAT test scripts and defect records for cross-module Source-to-Pay configuration scenarios
• Produce a governed configuration blueprint containing ownership, change controls, dependencies, and deployment priorities

Benefits of attending

Target competencies

Who should attend

• Procurement Systems Administrators — who configure JAGGAER users, workflows, forms, and purchasing controls
• Source-to-Pay Functional Analysts — who translate procurement requirements into workable JAGGAER settings
• Procurement Operations Managers — who need consistent requisition, approval, supplier, and catalogue processes
• Strategic Sourcing Managers — who administer sourcing event templates, supplier evaluations, and award workflows
• P2P Process Owners — who are accountable for requisition compliance, purchase order controls, and invoice routing
• JAGGAER Implementation Team Members — who need a structured functional configuration and testing approach

Requirements and prerequisites

Participants should understand their organisation’s basic procurement lifecycle, including supplier onboarding, sourcing, requisitions, purchase orders, approvals, contracts, and invoicing. Experience using JAGGAER One as a requester, buyer, sourcing user, or functional support analyst is strongly recommended, although prior administrator-level configuration experience is not essential. Participants should be comfortable interpreting procurement policies, organisational structures, spend thresholds, and approval responsibilities. Familiarity with Excel is useful for reviewing configuration data and test evidence. No programming, SQL, API development, or prior cXML integration experience is required; this is a functional configuration course rather than a technical integration course.

Training methodology

Each day alternates short instructor-led explanations of JAGGAER One configuration concepts with guided work in a training tenant. Participants configure sample organisational data, user roles, supplier forms, sourcing templates, approval logic, catalogues, and purchasing controls against a continuing procurement case. Small-group reviews test design choices against policy, user experience, and audit requirements. The instructor uses configuration troubleshooting scenarios to expose common dependencies between modules. On the final day, participants consolidate their settings into a practical configuration blueprint and action plan for a current or planned JAGGAER initiative.

Course outline

Day 1: JAGGAER architecture and configuration foundations

• JAGGAER One Source-to-Pay module relationships and transaction flow
• Configuration governance, sandbox discipline, and change control records
• Organisational hierarchy, business units, cost centres, and purchasing entities
• User account lifecycle and identity data considerations
• Role-based access control, permission sets, and segregation of duties
• Configuration dependencies between master data, forms, workflows, and documents
• Configuration inventory and impact assessment techniques

Workshop: Participants map a sample organisation’s Source-to-Pay process and produce a configuration dependency register covering users, data, forms, roles, and workflows.

Day 2: Supplier management and strategic sourcing setup

• Supplier registration workflows and onboarding status design
• Supplier profile fields, custom attributes, and data validation rules
• Supplier segmentation, diversity data, risk information, and document requirements
• Sourcing event types, templates, and reusable event content
• Supplier invitations, bid access controls, and communication settings
• Questionnaire design, response requirements, and weighted scoring models
• Award recommendation, approval, and supplier notification workflows

Workshop: Participants configure a supplier onboarding form and an RFx template with weighted evaluation criteria, then document the resulting supplier and sourcing control points.

Day 3: Contracts, catalogues, and guided buying controls

• Contract metadata, obligation fields, and contract approval stages
• Linking sourcing awards to contracts and supplier records
• Hosted catalogue structure, item attributes, and content governance
• UNSPSC classification and commodity-driven purchasing controls
• Contract-backed catalogue rules and preferred supplier guidance
• Non-catalogue request forms and controlled free-text buying
• Supplier punchout considerations and cXML transaction dependencies

Workshop: Participants design a guided-buying model for an indirect-spend category and produce a catalogue governance checklist with contract linkage rules.

Day 4: Requisition-to-invoice workflow configuration

• Requisition form design, default values, and mandatory field logic
• Approval chains using amount, commodity, cost centre, and requester conditions
• Delegation, escalation, substitution, and exception approval handling
• Purchase order generation rules and change order controls
• Invoice capture workflow, matching concepts, and tolerance configuration
• Three-way matching exceptions, holds, and resolution ownership
• Notification templates, task queues, and operational workflow monitoring

Workshop: Participants configure and test approval routing for catalogue, non-catalogue, and high-risk supplier requisitions, producing a workflow decision table and exception log.

Day 5: Testing, deployment, and configuration governance

• End-to-end scenario design for Source-to-Pay user acceptance testing
• Test cases for permissions, forms, routing, sourcing, contracts, and invoices
• Defect classification, evidence capture, retesting, and acceptance criteria
• Configuration migration planning across development, test, and production environments
• Configuration documentation standards and version-controlled change registers
• Operational reporting for adoption, compliance, approval delays, and exceptions
• Post-go-live support model, release impact review, and continuous improvement backlog

Workshop: Participants run a complete Source-to-Pay UAT scenario and finalise a configuration blueprint containing test scripts, ownership assignments, deployment risks, and a 90-day improvement plan.

Tools & standards covered

JAGGAER One, Microsoft Excel, UNSPSC, cXML

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions