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iSupplier Help Document.pdf

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iSupplier Help Document.pdf

  1. 1. 16May2013 ISUPPLIER TRAINING GUIDE FOR SUPPLIERS
  2. 2. CONTENTS  Login to iSupplier Portal (slide 3)  View Purchase Orders (slide 9)  View Invoice Status (slide 15)  View Payment Status (slide 22)  View supplier details (slide 27) 2
  3. 3. Login 3
  4. 4. 4 ISUPPLIER PORTAL LOGIN - EMAIL Login Email  Click on the log on link  Supplier would receive an email to access iSupplier portal with login and default password
  5. 5. 5 Login with default password ISUPPLIER PORTAL LOGIN Enter Login, default password . Click on login button Enter default password . Enter new password twice (Hint: use alphanumeric for new password) Click Submit button
  6. 6. Home page will open with 5 latest purchase orders displayed Successful Login ISUPPLIER PORTAL LOGIN – HOME PAGE Click on Logout if no further transaction
  7. 7. Forgot Login Id/ Password ISUPPLIER PORTAL LOGIN – FORGOT LOGIN ID/PASSWORD In case password needs to be reset, click on the log on link from the Email Click on Login Assistance link
  8. 8. Forgot Login Id/ Password ISUPPLIER PORTAL LOGIN – FORGOT LOGIN ID/PASSWORD Enter the user Name and Click Forgot Password. New password will be mailed Else enter the email and click forgot User Name. User would receive an Email with the User ID (Note: All Supplier users by default will have their Email as user ID)
  9. 9. VIEW PURCHASE ORDER DETAILS 9
  10. 10. View Purchase Order VIEW PURCHASE ORDER Login to iSupplier Portal . Click on Orders tab By default all open Purchase Orders are visible
  11. 11. VIEW PURCHASE ORDER Search Purchase Order To search for a specific Purchase Order, Click on Advanced Search Enter PO Number Click Go button Purchase Order is visible Click on the icon to open header attachment
  12. 12. VIEW PURCHASE ORDER View Purchase Order Details Click on the Purchase Order PO Header Details are shown PO Line details with attachments are shown PO summary displays the PO amount and the amount invoiced on this against the PO
  13. 13. VIEW PURCHASE ORDER View Purchase Order Details - Attachments Click on attachment icon to see the line level attachment Click on title link to open the attachment
  14. 14. VIEW PURCHASE ORDER View Purchase Order Details - Attachments Click on return to attachments to revert back to attachment section Click on link to revert back to PO details page
  15. 15. VIEW INVOICE STATUS 15
  16. 16. VIEW INVOICE STATUS View Invoice Status Login to iSupplier portal. Click on Finance tab View Invoices search fields are displayed Enter different search criteria to query invoices
  17. 17. VIEW INVOICE STATUS View Invoices – all Approved invoices Click Go button Select Invoice Status “Approved & In Process” All approved invoices are displayed
  18. 18. VIEW INVOICE STATUS View Invoices – all Approved but Not Paid invoices Select Invoice Status “Approved & In Process”, Payment Status = Not paid. Click Go Button All unpaid approved invoices are displayed
  19. 19. VIEW INVOICE STATUS View Invoices – On hold invoices Select Invoice Status = “On Hold”. Click Go Button All invoices on hold are displayed 170_System_Hold means not yet approved
  20. 20. VIEW INVOICE STATUS View Invoices details Enter a specific Invoice number. Click Go Button Click on the Invoice Number
  21. 21. VIEW INVOICE STATUS View Invoices details Invoice details are displayed Click on Scheduled Payments to see any pending payments Click on Hold reasons to check for any hold on the invoice Hold meaning are displayed Click on the link to contact the PO Admin
  22. 22. VIEW PAYMENT STATUS 22
  23. 23. VIEW PAYMENT STATUS View Payment Status Login to iSupplier portal. Click on Finance tab View Payments search fields are displayed Enter different search criteria to query Payments
  24. 24. VIEW PAYMENT STATUS View Payment Status Enter the Payment Number Click Go button Payment is displayed. Related Invoice and Purchase Order numbers are shown
  25. 25. VIEW PAYMENT STATUS View Payment Status - Details Click on the payment number to see the details Invoices related to the payments are displayed along with the PO numbers
  26. 26. VIEW PAYMENT STATUS View Payment Status – all Purchase Order All Payments related the PO are displayed. Enter the PO Number Click Go button
  27. 27. VIEW SUPPLIER INFORMATION 27
  28. 28. VIEW SUPPLIER INFORMATION View Supplier Information Login to iSupplier portal. Click on Admin tab Details of suppliers are displayed: -General - Address - Contact - Banking - Payment details
  29. 29. VIEW SUPPLIER INFORMATION View Supplier Information – General & Address Book This displays the general details of supplier like Tax Payer ID/ tax Registration Number, Name of the supplier, tax registration country The address book shows all the address created in Oracle for the purpose of Purchasing & Payments
  30. 30. VIEW SUPPLIER INFORMATION View Supplier Information – Contact details Displays the summary of all the active contacts for the supplier. Display all Inactive contacts Click on View to see the contact details Contact details like; Name, Phone number, Fax Number, e-mail ID are displayed
  31. 31. VIEW SUPPLIER INFORMATION View Supplier Information – Banking & Payment details Displays the bank accounts of the supplier Displays the payment method, payment currency, invoice currency
  32. 32. Definitions 32
  33. 33. DEFINITIONS 170 Systems_No_Cost_Hold – Awaiting approval and coding, pending project approval 170 Systems_Hold – Pending Accounts Payable approval or resolution

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