GEtServices Purchasing Units & Materials Training For Suppliers Direct Order.
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Transcript of GEtServices Purchasing Units & Materials Training For Suppliers Direct Order.
![Page 1: GEtServices Purchasing Units & Materials Training For Suppliers Direct Order.](https://reader035.fdocuments.net/reader035/viewer/2022062417/5516e25055034603568b4588/html5/thumbnails/1.jpg)
GEtServices Purchasing Units & MaterialsTraining For Suppliers Direct Order
![Page 2: GEtServices Purchasing Units & Materials Training For Suppliers Direct Order.](https://reader035.fdocuments.net/reader035/viewer/2022062417/5516e25055034603568b4588/html5/thumbnails/2.jpg)
2 /GE /
October 25, 2004
Overall GEtServices Process
Accept Order (Draft)
Check Out Order for Approval
Approve
Receipts
Submit Receipts
Create Order (Draft)
Active
Order
Oracle iProcurement
Approval
Auto
Approved
Invoices
For Payment
Oracle iProcurement
Punch-Out
Oracle
GEtServices
Supplier
Requester
![Page 3: GEtServices Purchasing Units & Materials Training For Suppliers Direct Order.](https://reader035.fdocuments.net/reader035/viewer/2022062417/5516e25055034603568b4588/html5/thumbnails/3.jpg)
3 /GE /
October 25, 2004
Table of Contents1. Review and Accept Draft Order2. Submit Receipts3. Audit Trail and Conferencing4. Add Supplier User (Admin Only)5. Modify Supplier User (Admin Only)6. Consolidate Email Notifications
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4 /GE /
October 25, 2004
http://getservices.gesupplier.com
Login to GEtServices
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5 /GE /
October 25, 2004
Accept Draft Order
Submit Receipt2
1
Supplier Units & Materials Tasks: Step 1
Submit Receipts for completed services
Review Draft Order, modify and return to GE or Accept
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6 /GE /
October 25, 2004
What is a Direct Order?A Direct Order is sent by a GE user to a single supplier for their review and acceptance.
Order Items
Units & Materials
Items
Content
SOW
File Attachments
Details
Order Name
Description
Start and End Dates
Supplier
File Attachments
Team
Add Members
General
![Page 7: GEtServices Purchasing Units & Materials Training For Suppliers Direct Order.](https://reader035.fdocuments.net/reader035/viewer/2022062417/5516e25055034603568b4588/html5/thumbnails/7.jpg)
7 /GE /
October 25, 2004
Accept Draft Order
Access “Submitted Draft Order” from Message Center
or select “Order” from top menu and then ”Order
Name”
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8 /GE /
October 25, 2004
Accept Draft Order
Click “Accept Draft Order”
NOTE: Order can be
forwarded to a different
registered contact
Review items. If changes are
necessary, “Send to Buyer for Review” will
be the only option
![Page 9: GEtServices Purchasing Units & Materials Training For Suppliers Direct Order.](https://reader035.fdocuments.net/reader035/viewer/2022062417/5516e25055034603568b4588/html5/thumbnails/9.jpg)
9 /GE /
October 25, 2004
Accept Draft Order
Click “OK”
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10 /GE /
October 25, 2004
Draft Order Accepted
Status updates to “Supplier
Accepted Draft”
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11 /GE /
October 25, 2004
Accept Draft Order
Submit Receipt2
1
Supplier Units & Materials Tasks: Step 2
Submit Receipts for completed services
Review Draft Order, modify and return to GE or Accept
![Page 12: GEtServices Purchasing Units & Materials Training For Suppliers Direct Order.](https://reader035.fdocuments.net/reader035/viewer/2022062417/5516e25055034603568b4588/html5/thumbnails/12.jpg)
12 /GE /
October 25, 2004
Submit Receipts
Access “Active Order” from Message
Center or select “Orders” from top
menu and then “Order Name”
![Page 13: GEtServices Purchasing Units & Materials Training For Suppliers Direct Order.](https://reader035.fdocuments.net/reader035/viewer/2022062417/5516e25055034603568b4588/html5/thumbnails/13.jpg)
13 /GE /
October 25, 2004
Submit Receipts
Click “Receipts”
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14 /GE /
October 25, 2004
Submit Receipts
Click “Enter
Receipts”
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15 /GE /
October 25, 2004
Submit Receipts
Select the order line item that you wish to submit a receipt for
Click “Enter Receipt Details”
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16 /GE /
October 25, 2004
Submit Receipts
Enter Required Information
Click “Save”
It is the supplier's responsibility to ensure that the appropriate detailed comments and necessary attachments (i.e. scanned documents, images, Word documents, etc.) are
provided to fully support the receipt being approved.If the documentation is not sufficient, the GE Approver will
decline the receipt.
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17 /GE /
October 25, 2004
Submit Receipts
Review and click “Submit
for Approval”
Receipts will stay in “Draft”
status until submitted
for approval
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18 /GE /
October 25, 2004
Receipts Submitted
Note: Receipt status updates
to “Pending Approval”
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19 /GE /
October 25, 2004
Audit Trail View changes / actions performed on the order.
Conferencing Centralized messaging forum for team members and/or suppliers.
![Page 20: GEtServices Purchasing Units & Materials Training For Suppliers Direct Order.](https://reader035.fdocuments.net/reader035/viewer/2022062417/5516e25055034603568b4588/html5/thumbnails/20.jpg)
20 /GE /
October 25, 2004
Audit Trail
A user can click “Audit Trail” to see changes /
actions performed on the order
![Page 21: GEtServices Purchasing Units & Materials Training For Suppliers Direct Order.](https://reader035.fdocuments.net/reader035/viewer/2022062417/5516e25055034603568b4588/html5/thumbnails/21.jpg)
21 /GE /
October 25, 2004
Conferencing
A user can click “Conferencing” to
centralize a messaging forum
with team members and/or
suppliers for all to view
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22 /GE /
October 25, 2004
Add Supplier User
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23 /GE /
October 25, 2004
Add Supplier User
Access “User Management”’
from System Set Up
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24 /GE /
October 25, 2004
Add Supplier User
Click “Create Supplier User”
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25 /GE /
October 25, 2004
Add Supplier User
Enter Required Information
Click “Save”
Note: Administrative Permission gives users
access to “User Management” and
“Candidate Management”
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26 /GE /
October 25, 2004
Supplier User Added
Note: Locations assigned will
determine access to Requests and
Orders
Click “Edit”
to modify
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27 /GE /
October 25, 2004
Modify Supplier UserChange Primary Contact
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28 /GE /
October 25, 2004
Modify Supplier User
Access “User Management”’
from System Set Up
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29 /GE /
October 25, 2004
Modify Supplier User
Click “Employee
Name”
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30 /GE /
October 25, 2004
Modify Supplier User
Click “Edit”
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31 /GE /
October 25, 2004
Modify Supplier User
Click “Save”
Place a check in the “Primary Contact” box to make this user the
Primary Contact
Note: Administrative Permission gives
users access to “User Management” and
“Candidate Management”
Modify information as needed
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32 /GE /
October 25, 2004
Consolidate Email Notifications
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33 /GE /
October 25, 2004
Consolidate Email Notifications
Access “User Profile”’ from
System Set Up
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34 /GE /
October 25, 2004
Consolidate Email Notifications
Click “Edit”
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35 /GE /
October 25, 2004
Consolidate Email Notifications
Click “Consolidated
”
Enter Required Information\
Click “Save”
Email Notifications are only to be set to “ON” or “CONSOLIDATED”.
Do not select “OFF”.
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36 /GE /
October 25, 2004
Consolidate Email Notifications
Information Updated