ISupplier Users Guide for Suppliers. Table of Contents Introduction Introduction Page Introduction2...
-
Upload
haley-dempsey -
Category
Documents
-
view
225 -
download
1
Transcript of ISupplier Users Guide for Suppliers. Table of Contents Introduction Introduction Page Introduction2...
iSupplier Users Guide for Suppliers
Table of Contents
IntroductionIntroduction PageIntroduction 2iSupplier Information Flows 3Invitation to the iSupplier Portal 4Login to the iSupplier Portal 5Change Your Temporary Password 6Oracle User Home Page 7
Home Tab (Home Tab (11))Search Options 9Advanced Searches 10
Orders Tab (Orders Tab (22))Purchase Order History 13View Purchase Orders 14View PO Details 15View Change History 16Request Cancellation 17Order Cancellation Confirmation 18Request Changes 19Splitting Shipments 20Print a Purchase Order 21Example of a Printable Purchase Order 22Export a Purchase Order 23
Shipments Tab (Shipments Tab (33)) PageDelivery Schedules 26Receipts 27Returns 28Overdue Receipts 29On-Time Performance 30
Account Tab (Account Tab (44))Invoices 32Create Invoices 33Add Lines to an Invoice 34Add General Information 35Review and Submit Invoices 36View Invoices 37View Payments 38Print Invoices 39
Admin Tab (Admin Tab (55))Maintain Supplier Profiles 41Supplier Details Page 42Add Attachments 43Address Book 44Contact Directory 45Bank Accounts Page 46User Accounts Page 47
Who to Call for HelpWho to Call for Help
What is the iSupplier Portal? A web based page with 5 tabs which …• Enable Rogers and its suppliers to efficiently communicate key procure-to-pay information with each other
i.e., Managing Supplier Profile Information, Ordering, Shipping and Receiving, Billing, Sourcing
• Enable suppliers to have real-time access to information (i.e., purchase orders and delivery schedules)
• Enable suppliers to respond to Rogers online with order acknowledgments, change requests, and shipping notices
Benefits of iSupplier
Introduction
Easy to navigate, intuitive look and feel Visibility access to Rogers Procurement system
Fully integrated with Rogers Procurement software, allowing suppliers immediate access to all Procurement related data as it becomes available
Easy to respond to Rogers Procurement needs Easy to acknowledge PO’s, submit change requests and update
supplier profiles
Easy to find PO’s, invoices, and receipts using the iSupplier Portal’s extensive search capabilities
Web-based
Real-time access
User Friendly
Search capabilities
Update Banking, Addresses online Add more users from your company Invoicing and Sourcing
Self Serve
iSupplier Information Flows
iSupplier
PORTAL
ROGERS
SUPPLIERACCESS
POs
PAYMENTS
RECEIPTS
INVOICES
RESPOND ACKNOWELDGE POs
SUBMIT CONTRACT REQUESTS
CREATE AND SUBMIT INVOICES
MANAGE SUPPLIER PROFILE
VIEW PAYMENTS
SHIPMENTS
RECEIPTS
INVOICES
POs
SEND RFI
RFQ
AUCTIONS
POs
Click link to Oracle Login
page
Receive email invite
Logout
Login
Oracle user Home Page
displays
Click the iSupplier
Portal Full Access
Navigate to necessary
pages
Access and view
documents
Respond by creating
documents
Change temporary password
Enter Username & temporary
password
Complete necessary
tasks
Supplier Responsibilities• Respond to login invitation• Maintain profiles• View Purchase Orders • View and Submit Accurate Invoices• Monitor receipts• View payment statuses
Simple View of How to Use the iSupplier Portal
Invitation to the iSupplier Portal Page
Login to the iSupplier Portal Page
Username is frequently your email address.
Be cautious! To ensure high levels of security, Rogers allows only 3 attempts to login before the system will lock out and require you to contact Rogers for a new password.
Do not copy/paste the Username and Password from your invitation email. Manually enter each into the login screen.
Change Your Temporary Password
The first time you login, the initial password must be changed. Passwords must be more than 5 characters long and cannot include any number or letter twice (i.e. 22456 will fail, 23456 will succeed).
Oracle User Home Page
The Worklist provides a list historical of Notifications of Rogers’ electronic responses.
iSupplier Portal link
Logged In As: [email protected]
Navigator list will vary depending on your relationship with Rogers
HOME TAB #1
The iSupplier Portal has 5 tabs to allow easy access to information
Search Options
The portal home page’s search field enables the system to be searched via document number. Quickly find information about:
• Purchase Orders
• Shipments
• Invoices
• Payments- Select which type of document you would like to search for in the first box- Enter the document number in the second box and click the “GO” button
IconsCalendar: allows dates to be
quickly inserted into a field
Search
Edit
Delete
Manage Details
Show: Expand to show details
Hide: Minimize details
Radio Button
Special Search Characters• ”%”: this is used as a wildcard to search for generic
terms
• ”-” (the hyphen) and “_” (underscore)
• All other special characters are ignored
Do not use the following:• “Enter” Key instead click the appropriate button
• “Back” button from your internet commands, use the links and tabs available on the page
Note: An ”*” next to an input field indicates that it is mandatory. Information must be entered in the field.
#1
Advanced Searches
iSupplier Advanced Search defaults to searching for all values entered
• To change select the second radio button and enter appropriate values.
#1
Advanced Searches (cont’d)
The Flashlight icon will be displayed next to any field that has a list of values associated with it.
#1
ORDERS TAB
The Purchase Orders screen displays details of the entire purchase order. iSupplier can follow the purchase orders throughout the entire procure-to-pay flow, in real-time Using the purchase order information, the supplier can:
• Acknowledge and view purchase orders
• Make change requests to purchase orders
• Split shipments
• Cancel orders
• PO revision history
#2
Purchase Order History
Purchase Order History section
#2
View Purchase Orders #2
Click on the PO # to open
View PO Details
Additional Purchase Order processes
ROGERS’ SUPPLIER
Smith, Joe
#2
View Change History
Viewing Purchase Order Details
To return to PO screen
ROGERS’ SUPPLIER Smith, Joe
#2
Request Cancellation
Action indicator for the PO
ROGERS’ SUPPLIER
Smith, Joe
#2
Order Cancellation Confirmation
The Cancellation order confirmation will display to indicate that the request has been submitted.
• Click the “Return to Purchase Order Summary” link
#2
Request Changes
ROGERS’ SUPPLIER
Smith, Joe
#2
Splitting Shipments #2
Print a Purchase Order
ROGERS’ SUPPLIER
Smith, Joe
#2
Example of a Printable Purchase Order
Smith, Jane
#2
Export a Purchase Order
ROGERS’ SUPPLIER
Smith, Joe
#2
Export a Purchase Order (cont’d) #2
SHIPMENTS TAB
iSupplier shipments tab includes information on delivery schedules as well as historical views of receipts and attachments recorded for shipped goods.
Detailed information on Overdue Receipts of past shipments, includes:• Receipts, including historical views and attachments recorded for shipped goods
• Returns
• Shipping features including:- Alerting the buyer of upcoming shipments- Expediting receipts and payments for Rogers
#3
iSupplier enables the following Shipping related tasks:• View the need by date of Supplier’s Purchase Orders
• View existing shipments
• View delivery schedules
• View overdue shipment receipts
Delivery Schedules
Rogers’ Supplier
Rogers’ Supplier
Rogers’ Supplier
Rogers’ Supplier
Rogers’ Supplier
Rogers’ Supplier
Rogers’ Supplier
#3
Receipts
Supplier
#3
Returns #3
Overdue Receipts
ROGERS’ SUPPLIER
Smith, Joe
#3
On-Time Performance #3
ACCOUNT TAB
Invoice and payment information plus invoice statuses and submitting invoices for payment can be accessed through the Account Tab.
#4
Invoices
There are two methods available for Invoicing Rogers:• NAPPC: the current paper-based process
• Creating Invoicing in iSupplier
Invoice and payment information as well as invoice statuses can be accessed through the iSupplier Portal. The iSupplier process also includes the functionality to submit invoices.
#4
Create Invoices
To proceed to the next screen.
Smith, Joe
#4
Add Lines to an Invoice
Click the “Add Another Row” button insert addition rows for entry.
#4
Add General Information
Click the “Save for Later” button at any point in the process to save the information created to be accessed at a later time.
#4
Review and Submit Invoices
Rogers’ Supplier
#4
View Invoices #4
View Payments #4
Print Invoices
Select File > Print from the browser’s menu or “Ctrl + P” to access the printing function.
Rogers’ Supplier
#4
ADMIN TAB
Profile Management enables maintenance of key profile details used to establish and maintain business relationship with Rogers.
Rogers’ Supplier
#5
Maintain Supplier Profiles
Supplier (self-service) record maintenance enables:• Effective supplier representation
• Accurate and up-to-date record maintenance
• Efficient business relationship with Rogers
• Uploading of documents to enhance profile
Supplier Maintenance includes the following information:• Supplier details (Supplier Name, Supplier Number, Taxpayer ID)
• Address information
• Names of main contacts
• Banking details
#5
Supplier Details Page
The Supplier Details page is the introductory page to Supplier Profile Management. Suppliers can manage key profile details used to establish
or maintain a business relationship with the Rogers.
Rogers’ Supplier
#5
Add Attachments
Rogers’ Supplier
#5
Address Book #5
Contact Directory
Select desired address to link to
#5
Bank Accounts Page #5
User Accounts Page
JOE
JANE
DOUG
SUE
PETE
AMY
MIKE
BOB
BILL
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
Supplier
#5
For further information on iSupplier process, please contact:• [email protected]
• 1.866.
Who to Contact for Help