Isupplier Portal - Isp Features and Functions r12sv3

iSupplier Portal - iSP Features and Functions Demo Script (Internal)

Copyright © Oracle Corporation, 2003. All rights reserved.

iSupplier Portal - iSP Features and Functions Page 1

Table of Contents iSupplier Portal Portal - iSP Features Features and and Functions [EDUP0020] 11-Oct-2004................. .............. ............. ....... ........... .....1 1 iSupplier Portal - iSP Features and Functions............................................................................................................1 View iSupplier Portal Home Page..............................................................................................................................5 View iSupplier Portal Orders Tab...............................................................................................................................6 View iSupplier Portal Shipments Tab.......................................................................................................................13 View iSupplier Portal Planning Tab.........................................................................................................................22 View iSupplier Portal Account Tab..........................................................................................................................23 View iSupplier Portal Product Tab...........................................................................................................................29 View iSupplier Portal Product Tab...........................................................................................................................31 View iSupplier Portal Product Tab...........................................................................................................................33 Flowchart.... Flowchart............... ..................... ..................... ..................... .................... ..................... ..................... ..................... ..................... .................... ..................... ..................... ...........................................34 .................................34


iSupplier Portal - iSP Features and Functions Page i

iSupplier Portal - iSP Features and Functions Document Control Date

Owner

App Release

Version

Change Reference

11-Oct-2004

Joseph.Kim

11.5.10

V1.0

Updated for 11.5.10

19-Jan-2005

Joseph.Kim

11.5.10

V2.0

Updated to add Vision Health Services data for Healthcare Provider Industry.

09-Feb-2007

Joseph.Kim

R12

V1.0

Updated for R12

23-Apr-2007

Joseph.Kim

R12

V1.1

Updated for non-PO Invoice demo steps Task 36 (invoice approval issue)

07-Feb-2008

Joseph.Kim

R12SV3

V1.2

Design change for Invoice with PO query

Objective The purpose of this product demo script is to provide a comprehensive review of the features and functions available in iSupplier Portal for R12.

What's New? Specific to R12SV3 ONLY: There was a bug fix in RUP4 code that changed the design so that POs that are ERS (invoice) enabled will NOT appear in iSP Invoice with PO query. Therefore in section FINANCE FINANCE TAB, you will only find find PO’s if it is NOT ERS enabled. You will need to make sure your PO (via core apps, in the Terms form) has the field “Pay On” value is blank; or value is “No” (if PO is create via PBWC).

The following enhancements are included in R12 and are noted in the demo script. Multi-Order Change Request: With Release 12.0, change order has been extended to enable suppliers to acknowledge or process changes across multiple orders simultaneously. Tolerance-based Auto-Approval of Supplier Change Requests: Release 12.0 allows buyers to filter out minor supplier change requests by having them automatically approved by the system. In previous releases, change requests requests initiated by the supplier supplier are routed to the buyer for approval.

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PO Status Tracking: Suppliers are now able to track the status of their purchase orders throughout the order lifecycle. The redesigned purchase order page gives suppliers realtime order status at a glance. Supplier may drill down to see the details of the associated ASN/ASBN, receipts, invoices and payments. Supplier Scorecard: By integrating with Oracle Daily Business Intelligence, iSupplier Portal allows a buying organization to view and share with supplier’s quantitative measures of supplier performance. Buyers and suppliers are able to examine and track the results to provide feedback for continuous improvement. Non Purchase Order Invoices: Suppliers are allowed to submit invoices when a purchase order was not obtained up front. In this case, the invoice request first goes through an approval process. Along the approval process, users have an opportunity to add accounting information that is used when an approved request becomes an invoice.

NOTE: Demo flow for Supplier Registration, Supplier Profile Management and Buyer • Administration of Supplier Users are covered in separate demo scripts. Also the new integration to Complex Contract Payments is covered in the Services • Procurement - Complex Services demo scripts.

Pitfalls N/A

Assumptions •

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This script is not a set business flow. You can choose to demo only specific functions depending on the needs of your customer. So please review all the functions and be aware of what ones are applicable to the customer before showing them in a demo. Many functions are manufacturing based and would be used only for direct materials. This script can be used with any supplier user, but the seeded data and transactions available in each sub-tab query may be different or missing. This script uses "industrial" as the supplier user since it has past transactions and data related to most "direct material only" sub-tabs.

Related Business Flows (Optional) N/A

Related Documents N/A



Pre Demo Steps (Optional)

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VISION OPERATIONS: Create PO with specific attributes/values so it can be used for iSP transactions. Log in as mfg/welcome. Open resp = Manufacturing and Distribution Manager From core apps menu, navigate to Purchasing >> Purchase Orders >> Purchase Orders. The PO form will open. Enter in a PO with the following information: Operating Unit = Vision Operations, Type = Standard Purchase Order, Supplier = Industrial Dressler, Site = US HEADQUATERS, Description = LCD Display (or whatever you would like to add) At line level of PO, add the following two entries (Ignore all pop up messages regarding items already being tied to Blanket Purchase Agreements): Item = CM66321, Quantity = 50, Promised = current date + 2 days Item = AS72111, Quantity = 10, Promised = current date + 2 days Click on the TERMS button at bottom of PO form. Terms and Conditions pop up form opens. Next to Acceptance Required field and choose value " Document or Shipment". (DO NOT choose " Signature" as that is specific to Procurement Contracts, which is covered is a separate demo script). For the "By" field, use LOV to enter in "current date + 1 day". For the Pay On field, either leave blank or NO (if you create PO via PBWC). Close the pop up form. Save PO form. Note the PO number #_______ . At the line level of first item, click on the Attachment "Paper Clip" icon to add an attachment to PO line. Make Category = To Supplier. You can either add Long text or an actual file. Close the Attachment form. Save changes. Repeat Attachment for second PO line. Click the APPROVE button. Click OK button. Click OK to pop up Note. Exit form and Oracle Applications.

VISION HEALTH SERVICES: Create PO with specific attributes/values so it can be used for iSP transactions. Log in as jbaker/welcome. Open resp = Materials Manager, Vision Health Services From core apps menu, navigate to Purchasing >> Purchase Orders >> Purchase Orders. The PO form will open. Enter in a PO with the following information: Type = Standard Purchase Order, Supplier = Medline Industries. Inc, Site = VHS MEDLINE, Description = General Medical Supplies (or whatever you would like to add) At line level of PO, add the following two entries (Ignore all pop up messages regarding items already being tied to Blanket Purchase Agreements): Item = OB39027, Quantity = 50, Promised = current date + 2 days Item = PD42037, Quantity = 10, Promised = current date + 2 days Copyright © Oracle Corporation, 2003. All rights reserved.


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Click on the TERMS button at bottom of PO form. Terms and Conditions pop up form opens. Next to Acceptance Required field and choose value " Document or Shipment". (DO NOT choose "Document and Signature" as that is specific to Procurement Contracts, which is covered is a separate demo script). For the "By" field, use LOV to enter in "current date + 1 day". For the Pay On field, either leave blank or NO (if you create PO via PBWC). Close the pop up form. Save PO form. Note the PO number #_______ . At the line level of first item, click on the Attachment "Paper Clip" icon to add an attachment to PO line. Make Category = To Supplier. You can either add Long text or an actual file. Close the Attachment form. Save changes. Repeat Attachment for second PO line. Click the APPROVE button. Click OK button. Click OK to pop up Note. Exit form and Oracle Applications.

Begin Demo



View iSupplier Portal Home Page View iSupplier Portal Home Page 1.

Log into iSupplier Portal Field

Vision Operations

Vision Health Services

Username / password

industrial / welcome

[email protected] / welcome

Responsibility

iSupplier Portal Full Access

iSupplier Portal, Vision Health Services

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(N) Home Page

The iSP home page is displayed for supplier Industrial Dressler. Discuss the layout of the page. The top tabs (Orders, Shipment, Planning, Account, and Product) can be used to drill down into sub-tabs for specific functions. The workflow Notifications are listed at top. Below that is Orders at a Glance. Along the bottom is Shipments at a Glance.



View iSupplier Portal Orders Tab View iSupplier Portal Orders Tab 2.

Tab = Orders / Sub-tab = Purchase Orders •

(T) Click on the Orders tab. The default sub-tab is Purchase Orders. The Purchase Orders sub-tab opens with a list of the last 25 POs. Here’s where a supplier sees their list of POs and they can view them, acknowledge them and/or request reschedule them. They see complete view of the PO, including attachments. As a supplier, you can use the Advanced Search feature (which is used in multiple screens) to accurately pinpoint the documents you are looking for. In allows you to use multiple search criteria, for example, in this Purchase Order view, you could use advanced search to find all blanket agreements issued in the last 3 months.

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View Printable PO in PDF format List of PO’s for the supplier appear in table form along with button for 'Acknowledge' at top right of screen. Only PO’s that specifically have the 'Acceptance' box checked in the Terms form of the PO itself (core apps) can be Acknowledged in iSP. You CANNOT acknowledge PO’s unless it says 'Requires Acknowledgement'. All seeded PO’s and Blankets in IP script DO NOT require acknowledgement. •

Select the PO you created in Pre-Demo steps by clicking on the PO # next to it. PO Details are shown along with multiple action buttons along top and bottom of page.

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ACTION LOV bar, choose “View PDF”, then click (B) Go The PO opens in a PDF format where you can easily view the PO details and also print.

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Close the Adobe browser window.

Acknowledge PO. At this time, you will only Acknowledge the order by accepting entire order. You will not make any changes to PO details. •

ACTION LOV bar, choose “Acknowledge ”, then click (B) Go

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(B) Accept Entire Order



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Add a Note to Buyer. Not required but desirable. (B) Submit. Confirmation page is returned stating that Purchase Order #### has been Acknowledged.

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(H) Return to Purchase Order Summary link. You are returned to Purchase Orders sub-tab page. Note the status for PO now says Accepted. OPTIONAL: You can logout as supplier user, then log in as mfg/welcome and view the workflow notifications to see the following: "Standard Purchase Order ####, 0 has been ACCEPTED by Industrial Dressler" to verify the acceptance of PO.

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Change PO Tolerances and Routing Setup (R12) NEW in R12 are various enhancements to change requests. The Vision Demo env has been set up with specific tolerances so that minimal approvals and notifications are required during the flow itself. If you need to update these values to meet a demo customers requirement, please refer to the following navigation where you can make your changes. Please be sure to set values back to original so the demo flow will work for other Sales Consultants on your demo instance. Log in as your user with purchasing responsibility (ex MFG / welcome). Choose the purchasing responsibility (ex. Purchasing, Vision Operations (USA)) (N) Setup > Tolerances and Routings The submenu has the following which you can open and update values as needed for your demo: Change Order, Requestor Change Order, Supplier Change Order, Acceptance of Agreement Changes.

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Request Cancellation of PO. This is a feature from 11.5.9 that allows the supplier to request that a PO be cancelled. You will NOT cancel the PO that was created in Pre-Demo Steps, but can click on the button to view the process. This entire step is to show how to cancel a PO. Skip this section if you do not plan to cancel any PO. •

(B) Select radio button next to PO PO details page appears with actions field LOV at top and bottom of screen.

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Choose Action “Request Cancellation”, then click (B) Go

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(B) Cancel Entire Order Copyright © Oracle Corporation, 2003. All rights reserved.


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Enter in Reason for Cancellation

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(B) Submit Get Cancellation Request for Purchase Order xxxx has been submitted for approval. Message.

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(H) Click Return to Purchase Order Summary link. You are returned to Purchase Orders sub-tab page. Note the status for PO now says PENDING for cancellation status.

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(H) Logout (icon).

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Log in as Buyer Field

Vision Operations


Username / password

mfg / welcome

Jbaker / welcome

Responsibility

Workflow

Workflow

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(N) Workflow > Advanced Worklist List of Notifications appears. Click on Sent column twice to order notifications by date.

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Select the workflow notification that shows the "Change requests from Industrial Dressler for PO ####...." Notification appears with actions buttons at bottom (Accept or Reject).

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(B) Accept Returned to worklist.

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(B) Log Off (icon). Log back into iSP Homepage as industrial (Vision Operations) or [email protected] (Vision Health Services) Go to Orders tab / Purchase Order sub-tab defaults Notice the status of PO is "CLOSED"

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(H) Click on PO Number link under the PO Number column. PO Details page open. Note that status is now "CANCELLED"

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Click back browser button to return to Purchase Orders page.



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Request Changes to PO. List of PO’s for the supplier appear in table form along with button for 'Request Changes' at top right of screen for INUSTRIAL/welcome. •

Go to Orders tab Purchase Order sub-tab defaults

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Select the relevant PO by selecting the radio button next to it.

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ACTION LOV bar, choose “Request Changes ”, then click (B) Go PO Details form appears with a various fields available for upda te along two lines.

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(I) Click + Arrow icon next to each item line to see the shipments for each line. (I) Scroll browser window to right. For the Line 1, under the Split column, click the split icon so two lines appear for the item details. Enter the following data or what ever changes you think will fit customer demo: Field

Value

LINE 1

Supplier Item

ID1000

Price

4.25 (original price was 4)

Reason

Our cost has increased.

LINE 1 SHIPMENT 1

Quantity Ordered

25 (original was 50)

Promised Date

Use calendar icon to choose Current date + 4 days

Reason

Sorry, this will be a few days late.

Action

Change

LINE 1 SHIPMENT 2

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Quantity Ordered

25

Promised Date

Accept original Promise date.

Reason

This shipment will be on time.

(B) Submit Get confirmation message: Change Request for Purchase Order #### has been submitted for approval Copyright © Oracle Corporation, 2003. All rights reserved.


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(H) Return to Purchase Order Summary link. You are returned to the PO Summary window. At this point the PO status has been changed from 'Approved' to 'Supplier Change Pending'

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(B) Logout (icon).

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Log in as Buyer Field

Vision Operations


Username / password

mfg / welcome

Jbaker / welcome

Responsibility

Manufacturing and Distribution Manager

Materials Manager, Vision Health Services

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(N) Purchasing > Purchase Orders > Pending Purchase Order Change Table shows list of POs that has a pending change that requires acceptance or rejection.

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(B) Select radio button next to PO and click (B) Respond to Change Details of PO change appear. You can choose to accept/reject each individual change or the whole order. In this case, we will accept all changes.

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(B) Accept All All lines update to Accept

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(B) Submit Get confirmation " Your response to changes in Order #### has been accepted. We will notify the supplier/contact name of your response."

At this point the PO status has changed back to “Approved”. If you accept the changes, the Promise Date in the PO gets updated. If you reject the changes, the Promise Date remains the same. In addition the Order date changes to the current date. •

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(B) Log Off of core applications and portal as mfg user. Log into iSupplier Portal Field

Vision Operations


Username / password



Responsibility





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(N) Home Page > Order Tab Notice the PO status of Supplier Change Pending is now gone, and if you click on the PO link to see the details, the changes will show the new information.

Multiple PO Changes (NEW R12) NEW in R12 is the ability for supplier to use advanced search capabilities to find shipments from multiple orders that share common attributes such as item number, promised date range and more. Acknowledgements, changes, and cancellations can then be initiated for the entire search selection. Field

Vision Operations


Username / password



Responsibility



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(N) Home Page > Order Tab Purchase Order sub-tab page defaults.

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(B) Multiple PO Changes Change VIEW to “All Shipments” or use ADVANCED SEARCH button to fine multiple orders that share some attribute. From the resulting table of orders, the supplier can makes changes across all the purchase orders, then click (B) Apply. As required for your demo, you may need to create multiple PO’s so that you can search on them to showcase this specific feature. This feature will address issues in previous releases where only changes could be made at the line level and not across the PO header level.

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Tab = Orders / Sub-tab = Work Orders (DIRECT MATERIAL ONLY) •

(ST) Click on the Work Orders sub-tab under the Orders tab. This allows the supplier to view outside processing POs, which shows details of job schedules and related info (quality). There may not be any seeded data for this sub-tab.

10. Tab = Orders / Sub-tab = Agreements. View Global Agreements. •

(ST) Click on the Agreements sub-tab under the Orders tab.

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(B) Click the GO button to find all agreements



This is a dedicated screen for blanket agreements or contracts and its corresponding releases. The supplier can see all price info. 11. Tab = Orders / Sub-tab = Purchase History •

(ST) Click on the Purchase History sub-tab under the Orders tab.

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(B) Click the GO button to find all purchase orders. This allows the supplier to view an audit trail of all revisions for a PO. They can compare the latest PO to prior revisions. Supplier can view the changes that have occurred between the current revision and the original PO, or between current and previous and across all revisions.

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(H) For your PO, click the Compare to Original PO hyperlink. You will see the PO was revised due to Reschedule of the Promise Date.

12. Tab = Orders / Sub-tab = Work Confirmation (NEW R12) Please refer to the “Services Procurement - Complex Services…” demo flows and scripts for details on this NEW R12 feature. 13. Tab = Orders / Sub-tab = RFQ DO NOT click on the RFQ sub-tab as no data exist and RFQs are be covered under Oracle Sourcing demo flows 14. Tab = Orders / Sub-Tab = Deliverables DO NOT click on the Deliverables sub-tab as not data exist for this supplier. Deliverables feature is specific to Procurement Contracts demo flow and is covered in demo script "Procurement Contracts - Contracts in Purchasing and iSupplier Portal " 15. Tab = Orders / Sub-tab = Timecard DO NOT click on the Timecard sub-tab as no data exist for this supplier. Timecard feature is specific to Services Procurement demo flow and is covered in demo script "Services Procurement - Temporary Labor Support (Rate Based)"



View iSupplier Portal Shipments Tab View iSupplier Portal Shipments Tab 16. Tab = Shipments / Sub-tab = Delivery Schedule •

(T) Click on Shipments tab. The default sub-tab is Delivery Schedule.

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(B) Click the GO button to find all shipments. This will display a list of purchase orders that are due for shipment to the buyer. OPTIONAL: You can also make use of the EXPORT button to export this list as an excel file to your computer. The EXPORT feature is available in other areas of iSP.

17. Tab = Shipments / Sub-tab = Shipment Notice •

(ST) Click on the Shipment Notice sub-tab under the Shipment tab. See a menu of 4 links: Create Advance Shipment Notices, Create Advance Shipment Billing Notices, Upload Advance Shipment Billing Notices, View/Cancel Advance Shipment Billing Notices.

18. Advanced Ship Notice (ASN) •

(H) Create Advance Shipment Notices Do an Advanced Search to find your PO #### if necessary.

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Select the PO by checking Box next to the PO line.

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(B) Add to Shipment Notice. The ASN details are shown under two sub-tabs (Shipment Header and Shipment Lines).

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Verify the Shipment Lines information and optionally enter in P acking Ship, Container, etc details as required by customer. NOTE: There is an icon for LPN/Lot/Serial entry. LPN was specifically designed for Receiving Open Interface (ROI) and the LPN number will NOT be visible in core Purchasing. So it is highly recommended to skip this option. Also, Lot/Serial entry for ASN does not work in core Purchasing receiving.

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(H) Shipment Header

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Enter the following in the REQUIRED fields:



Field

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Value

Shipment Number

Ex. ASN-#### (#### is the number of your PO)

Shipment Date

(must be current date or earlier)

Expected Receipt Date

(current date + 4 days) so it matches your Reschedule date.

Fill in other optional fields as required for demo. Some of these fields may be important to your customer and their business process. Explain each field as necessary. (B) Submit Confirmation is returned stating that 'Your Advance Shipment Notice # #### Has Been Sent'.

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(N) Home tab. To return to iSP main page.

19. Advanced Ship Billing Notice (ASBN) (OPTIONAL) ASBN is only possible if the supplier site is NOT set to "Pay on Receipt". Since all IP supplier sites are set to Pay on Receipt (so an invoice is created via ERS), you will need to update the supplier site to remove "Pay on Receipt" if you want to create an ASBN. BE SURE TO SET THE SITE BACK TO "Pay on Receipt" AFTER THE DEMO SO THE SUPPLIER WORKS ACCORDING TO iProcurement DEMO SCRIPTS. The above set up is in the Supplier form in core Purchasing. At the Site level, under the Purchasing sub-tab. The ASBN link includes ASN, so you cannot create an ASN and ASBN for the same PO. It is one or the other. If you created an ASN, then skip this section. •

(N) Shipments > Shipment Notices

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(H) Create Advance Shipment Billing Notices (Link). Shipments page defaults to those shipments due this week for list of PO’s. You can change view so that all PO’s are shown.

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Select the relevant PO by selecting the Radio Button next to the chosen PO.

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(B) Add to Shipment Notice The ASN details are shown under two sub-tabs (Shipment Header and Shipment Lines).



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Verify the Shipment Lines information and optionally enter in P acking Ship, Container, etc details as required by customer.

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(H) Shipment Header

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Enter the following in the REQUIRED fields: Field

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Value

Shipment Number

Ex. ASBN-#### (#### is the number of your PO)

Shipment Date

(must be current date or earlier)

Expected Receipt Date

Invoice Number

Ex. ####-IndustDress

Invoice Date

Invoice Amount

Ex. $200

(B) Submit. Confirmation is returned stating that 'Your Advance Shipment Billing Notice #### #### Has Been Sent'

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(N) Home tab. You are returned to the iSP main page. You will now see the shipment number under the 'Shipments At A Glance' region.

20. Upload Advanced Shipment and Billing Notices (OPTIONAL) •

(N) Shipments > Shipment Notices

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(H) Upload Advance Shipment Billing Notices (Link). This feature is to address power users where multiple shipment lines can b e entered into a spreadsheet and loaded into iSP as opposed to having to manually enter in every shipment line.

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(H) Download Templates Please download template and unzip the file. There will be a template, sample file, and instructions on how to complete this process. Please follow steps as listed in the instruction document.



21. View ASN in core purchasing as buyer Field

Vision Operations


Username / password

mfg / welcome

Jbaker / welcome

Responsibility



Menu is displayed.

For both ASN and ASBN, you have to log into core apps Purchasing to run the "RECEIVING TRANSACTION PROCESSOR" request for the ASN and ASBN status to change from PENDING to COMPLETE so the buyer can see them. •

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Submit the 'Receiving Transaction Processor' concurrent request. Enter in operating unit to pop up message when submitting request. You can ignore the Group ID field. Wait for request to finish without error.

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(N) Purchasing > Receiving > Manage Shipments. (Choose org M1) Shipments find form is opened

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Search either on the PO number or the shipment number to view the Shipment as created in iSP. (B) Find. Shipments form is returned with shipment header and details.

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Close the Shipments from.

22. View invoice for ASBN (ONLY IF it was created) •

(N) Accounts Payables > Invoices >Entry >Invoices. Invoices form is opened.

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(N) View > Find. Find Invoices window is opened. Enter Invoice number as created in ASBN in the Invoice number field.



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(B) Find. Invoice form is opened displaying the Invoice created in ASBN. This demonstrates the Billing information integration with Accounts Payables.

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Close the Invoices form. You are returned to the Navigator.

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Exit core applications and portal as mfg user.

23. Log into iSupplier Portal Field

Vision Operations


Username / password



Responsibility



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(N) Home Page

24. Cancel ASN or ASBN •

(T) From iSP Home Page, click on Shipments tab, then Shipment Notices sub-tab.

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(H) View / Cancel Advance Shipment and Billing Notices

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Select the Shipment number (only if the Shipment has not already been received by the buyer). (B) Cancel Shipment Notice Confirmation that Shipment Notice has been cancelled and a note that the buyer was sent a notification. Cancellation is accepted up to the time a shipment is received by the buying organization. When canceling an ASBN, the corresponding invoice is also canceled. You cannot cancel a shipment that has already been received or an invoice that has already been paid.

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OPTIONAL: Logoff as supplier user, then log in as mfg/welcome to view notification with following format: ASN ASN-### has been cancelled by Industrial Dressler : Expected Receipt Date was DD-MON-YYYY. The buyer would also need to submit the 'Receiving Transaction Processor' concurrent request. The Status of the cancelled ASN or ASBN is not complete till this request is run, similar to when the ASN or ASBN is created.



25. Tab = Shipments / Sub-tab = Shipment Schedules •

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(T) Click on Shipments tab. Click on (ST) sub-tab Shipment Schedules (B) Click the GO button to find all Shipment Schedules. (CURRENTLY NO DATA IN ADS INSTANCES) This is where a supplier can view the schedule of shipments that they’ve committed to the buyer (not just in-transit shipments)

26. Tab = Shipments / Sub-tab = Receipts •

(ST) Click on the Receipts sub-tab under the Shipment tab.

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(B) GO button to find all Receipts This is where a supplier can see the status of any receipt that has occurred, usually done to check if a good has been received. NEW in R12. If you click on a receipt number hyperlink to drill down to the receipt details, you will notice new information in R12. This includes on-time performance information, so that late, on-time and early shipments can be easily identified. In addition, the receipt details page includes values for quantity/amounts received, ordered, returned and rejected.

27. Tab = Shipments / Sub-tab = Returns •

(ST) Click on the Returns sub-tab under the Shipment tab.

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(B) Click the GO button to find all Returns. This is where a supplier can see the history of all returns the buyer has made against goods shipped

28. Tab = Shipments / Sub-tab = Overdue Receipts •

(ST) Click on the Overdue Receipts sub-tab under the Shipment tab.

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(B) GO button to find all Overdue Receipts This is where the supplier can view all shipments that are currently past due.

29. Tab = Shipments / Sub-tab = On-Time Performance •

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(ST) Click on the On-Time Performance sub-tab under the Shipment tab. (B) GO button to find all On-Time Performance (OPTIONAL: Modify search so the Delivery Status field = LATE. That way you will see only Late shipments). Copyright © Oracle Corporation, 2003. All rights reserved.


This is where the supplier can view delivery status (on-time, late or early) for each shipment. It gives the supplier feedback on how well they are serving the buyer 30. Tab = Shipments / Sub-tab = Quality (DIRECT MATERIAL ONLY) •

(ST) Click on the Quality sub-tab under the Shipment tab. This is where the supplier can view quality plans. The quality plans are the factors that the buying company has established to determine the quality of the shipment (e.g, a potato chip company might measure water content in incoming potato shipments). The supplier can enter their results of QA inspections prior to shipment and they can see the buyer’s results of the post-shipment inspections (if entered by buyer)

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In the PO Number field, enter in your specific PO #

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(B) GO button to find Quality plans tied to your PO.

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(H) Click "Available" hyper link for your PO The details of the PO, and the associated Quality Plan ( INDUSTRIAL DRESSLER QUALITY) are displayed. From here you are able to view any previously entered data, or add quality data.

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(I) PENCIL (Enter Quality Results) Enter Test Results form is displayed. Here you detail the lines of data that will be required to list the quality results.

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Enter a number of test results (ex 1)

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(B) Continue The associated Quality Collection Plan will be displayed with the specified number of lines for the required data.

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Enter Quality Data: Quantity (ex. 9); Drop Test PSI (ex. 20); Temp Range (ex. 90)

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(B) Finish Confirmation – The following note will be displayed: You have successfully added data to this quality plan. A notification has been sent to the buyer CBAKER . You have now easily submitted the required quality data, and a notification has been sent to the appropriate individual.

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(H) Logout (icon). You are returned to the login window. Copyright © Oracle Corporation, 2003. All rights reserved.


31. Buyer review of notification and Quality results. Log into Core Apps (as Buyer) as mfg/welcome : Manufacturing and Distribution Manager Field

Vision Operations


Username / password

mfg / welcome

Jbaker / welcome

Responsibility



Menu is displayed. •

(N) Purchasing > Notification Summary Review Buyer Notification

You will see the QA Self Service Buyer Notification •

(H) Quality Results have been submitted

The notification is displayed, alerting all that the results have b een submitted, and need to be imported. Return to Core Applications navigation screen. 32. Import Quality Data and Review Quality Data •

(N) Quality > Import > Launch Manager (If required, choose org M1 in the pop up window). Accept all defaults Parameter

Value

Worker Rows

200

Transaction Type

Insert Transaction

Gather Statistics

YES

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(B) OK

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(B) SUBMIT Verify Request has completed without error.

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(N) Quality > Results > Inquiries > View Quality Results

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(B) FIND PLAN

Select the appropriate plan from the LOV. (INDUSTRIAL DRESSLER QUALITY) •

(B) OK Copyright © Oracle Corporation, 2003. All rights reserved.


The quality results, submitted by your supplier, have been entered into the quality plan. Scroll across the line details to see the columns with reference to Quantity, Drop Test PSI, Temp Range, Created By (INDUSTRIAL), Date. •

Exit core applications and portal as mfg user.

•

Log into iSP homepage as industrial/welcome



View iSupplier Portal Planning Tab View iSupplier Portal Planning Tab 33. Tab = Planning / Sub-tab = VMI •

(T) Click on Planning tab. The default sub-tab is VMI

VMI is covered in separate Demo Scripts for Collaborative Planning. These scripts are listed under Product " SC - Collaborative Planning ". 34. Tab = Planning / Sub-tab = Forecast (DIRECT MATERIAL ONLY) •

(T) Click on Forecast sub-tab.

•

(B) Click the GO button to find all Forecast Plans. At least two schedules should appear for the supplier Industrial. The supplier can see the forecast plans for their items…these are the buyer’s forecast of their planned consumption. This is a supplier’s view of Supplier Scheduling.

•

(I) Click on sheet icon under the Summarize View column at far right. This shows supplier a summarized view of all items and their associated forecasts.

•

(B) Back button on browser to return to previous screen. OPTIONAL: You can click on the Schedule plan number links then on an Item link to see the bucketed forecast.



View iSupplier Portal Finance Tab View iSupplier Portal Finance Tab 35. Tab = Finance / Sub-tab = Create Invoice (with a PO)

IMPORTANT R12SV3 CHANGE: Due to a RUP 4 code bug fix, the query to find PO for invoice creation will only find non ERS enabled PO. Therefore you will not find any PO unless you created a PO where the “Pay On” field is blank or NO. Most suppliers are setup with ERS. •

(T) Click on Finance tab. The default sub-tab is Create Invoice. The Submit Invoices page appears. This is where a supplier can create an invoice. As most suppliers in the ADS env are set up with ERS, an invoice will STILL be created automatically for item received in IP regardless of an existing supplier invoice that is created using this feature. This feature would be more applicable for suppliers of Direct Materials where ERS may not be set up.

•

Create Invoice LOV field, choose “With a PO”, then click (B) Go NEW in R12, you have the option to create an invoice with or without a PO. The ability to create without a PO is new and will be covered in next section. For now, we will create an invoice against an existing PO. The Create Invoice: Select Purchase Orders page appears. NOTE: Due to OA Framework, the Create Invoice feature will not work if the iSP user is tied to multiple suppliers, sites, or contacts in the USER form / securing attribute sub-tab. If that is the case, then you will not be able to find any PO's and create an invoice. If you cannot find your PO, then please check the USER form to verify there are no multiple supplier, sites, or contacts for the iSP user.

•

Enter in the PO that you created during Pre-Demo steps.

•

(B) Go Click on GO button to find your specific PO number. NOTE: You can choose to find your PO that was created in the Pre-Demo steps if you DID NOT already create an invoice via ASBN.

•

Click box next to the PO line/shipment



•

(B) Add to Invoice

•

(B) Next (to go to step 2 of 4) The Lines to Invoice page appears Enter in Require Fields: Field

Value

Remit to

Supplier Site (ie US HEADQUATERS)

Invoice Number

Ex. ID#####

Invoice Date

Current Date

Customer Tax Payer ID

SYS11100 or any valid value for Vision Operations

Fill in any other field needed for demo.

Review details of Invoice amount. Optionally you can add Freight or Miscellaneous amounts. •

(B) Next (to go to step 3 of 4) Review invoice details and add tax as needed for demo.

•

(B) Next (to go to step 4 of 4) Review invoice details

•

(B) Submit Get Confirmation screen that invoice as been submitted to Account Payables department.

36.

Create Invoice “Without a PO” NEW in R12 •

Create Invoice LOV field, choose “Without a PO”, then click (B) Go The Create Invoice: Details page appears, which is step 1 of 3. Enter in Require Fields: Field

Remit to

Vision Operations

Use search to choose “US HEADQUATERS” for supplier Industrial Dressler Copyright © Oracle Corporation, 2003. All rights reserved.


Invoice Number

Ex. ID#####

Invoice Date

Current Date

Currency

Use search to choose “USD”

Tax Payer ID

Use search to choose “SYS11100” for legal entity “Vision Corporation” or any valid value for your operating unit

Requester First Name

Pat

Requester Last Name

Stock

Item Description

Ex. Misc services

Ship To

Ex. M1– Seattle Mfg

Amount

Ex. 1000

Fill in any other field needed for demo.

Optionally you can add Freight or Miscellaneous amounts. •

(B) Next (to go to step 2 of 3) Review invoice details and add tax as needed for demo. NOTE: The requester must be a valid person in system. You will get an error if the person is not valid.

•

(B) Next (to go to step 3 of 3) Review invoice details

•

(B) Submit Get Confirmation screen that invoice as been submitted to Account Payables department.

•

(B) Log Off (icon). You are returned to the login window.

New in R12, you do NOT need to run request 'Payables Open Interface Import' concurrent request. 37. Approve Invoice for “Without a PO” invoice option

SPECIFIC TO non-PO invoices that are created in iSP, the invoice will require approval. Based on the ADS workflow and AME Rules, a notification will go to the Copyright © Oracle Corporation, 2003. All rights reserved.


manager of the “Requester” that was entered on the invoice in iSP.

In this case the requester is Pat Stock, so the manager is Casey Brown. So you need to log in as CBROWN to approve the invoice. •

Log into Apps (as Manager): Field

Vision Operations

Username / password

cbrown / welcome

Responsibility

Workflow Use Web (New)

•

(N) Notifications

•

Open Notification “Invoice ##### from Industrial Dressler requires your approval”

•

(B) Approve

•

Logout as manager

IMPORTANT NOTE: For invoices in other op units (outside of Vision Operations), you will need to go to AME to setup Rules specific to your industry/country op unit so the invoice approval goes to the requester supervisor. IF AME rule is NOT setup, the invoice status will be “REJECTED”. User = OPERATIONS/welcome. AME resp= “Approvals Management Business Analyst”. The AME Transaction Type is “Payables Invoice Approval”. You will want to setup AME as needed for your demo. The suggestion is to create Rule specific to your op unit: TRANSACTION_SET_OF_BOOKS_ID = (your op unit id), and SUPPLIER_INVOICE_AMOUNT is greater than or equal to 0,USD. Then have Action Type: Supervisory level, with Action: Require approvals up to the first superior. 38. View Invoice in Payables •

Log into Core Apps (as Payables user): Field

Vision Operations

Username / password

operations / welcome

Responsibility

Payables, Vision Operations

Menu is displayed. Open core apps. •

(N) Invoices >Entry >Invoices. Copyright © Oracle Corporation, 2003. All rights reserved.


Invoices form is opened. •

(N) View > Find. Find Invoices window is opened. Enter in supplier field and Invoice number field as created in iSP

•

(B) Find. Invoice form is opened displaying the Invoice created in iSP. status is “Workflow Approved”

Notice the Approval

This demonstrates the Create Invoice integration with Accounts Payables. You can continue with the steps below to show the payables processing side of the invoice or stop here. 39. Add Distribution to Invoice •

(ST) Lines Notice there is no distribution account that comes over from iSP since the supplier would NOT know what account to enter in for the invoice. So as the buyer, you will need to enter in a valid account.

•

Use LOV for Distribution Account field to enter in any valid alias (ex. cash) and any valid account field (ex. 01-110-1110-0000-000)

•

(B) Save

•

(B) Actions

•

Check Validate box, then (B) OK Notice the Status field is now Validated. END OF NON-PO INVOICE FEATURE FLOW

40. Log into iSupplier Portal Field

Vision Operations


Username / password



Responsibility





•

(N) Home Page

41. Tab = Account / Sub-tab = View Invoices •

(T) Click on the Account tab

•

(ST) Click on the View Invoices sub-tab

•

(B) GO button to find all Invoices. Invoices are sorted by invoice date. This is where a supplier can monitor the status of their invoices. They can view payment status or the hold status for a given invoice. Make note of the "On Hold Status" column. If there were any invoices on-hold, there would be link where you could drill down into the details of the hold.

42. Tab = Account / Sub-tab = View Payments •

(ST) Click on the View Payments sub-tab

•

(B) GO button to find all Payments. Payments are sorted by Payment date. This is where they can see the payment history.



View iSupplier Portal Product Tab View iSupplier Portal Product Tab 43. Tab = Product / Sub-tab = Supplier Item •

(T) Click on Product tab. The default sub-tab is Supplier Item.

•

(B) GO button to find all Supplier Items Here the supplier can get a summarized view of all the transactions (PO, receipts, invoices, payments, etc.) for a given supplier item

•

For the item description "LCD Display", click on the ORDERS button to see the PO that you created.

44. Tab = Product / Sub-tab = Order Modifiers (DIRECT MATERIAL ONLY) •

(T) Click on Product tab.

•

(ST) Click on the Order Modifiers sub-tab

•

(B) GO button to find all Order Modifiers Here supplier can view and modify parameters that affect item ordering. For instance, they can modify the item lead time, minimum order quantity, etc.

45. Tab = Product / Sub-tab = Maintain Capacity (DIRECT MATERIAL ONLY) •

(ST) Click on the Maintain Capacity sub-tab

•

(B) GO button to find all related items This is where the supplier can view and modify their capacity to deliver an item. They can specify their capacity for a range of dates (e.g, in January, I can deliver 500, in February ,I can deliver 600, etc.)

46. Tab = Product / Sub-tab = Quality (DIRECT MATERIAL ONLY) •

(ST) Click on the Quality sub-tab This is the same Quality under the Shipments tab.

47. Tab = Product / Sub-tab = Consigned Inventory •

(ST) Click on the Consigned Inventory sub-tab



Consigned Inventory is covered in separate Demo Scripts for Collaborative Planning. These scripts are listed under Product " SC - Collaborative Planning ".



View iSupplier Portal Intelligence Tab View iSupplier Portal Intelligence Tab 48. Tab = Intelligence / Sub-tab = Supplier Management NEW in R12. By integrating with Oracle Daily Business Intelligence, iSupplier Portal allows a buying organization to view and share with supplier’s quantitative measures of supplier performance. Buyers and suppliers are able to examine and track the results to provide feedback for continuous improvement.

This feature provides a one-stop location for relevant and reliable supplier performance information and a complete view from aggregated data to granular details on Key Performance Indicators (KPIs). Both the supplier and the buyer are able to perform comparison across supplier sites, trend data over various time periods and collect results by time period. The flexibility built into the tool allows the buyer to tailor the KPIs in Oracle Daily Business Intelligence for each supplier and supplier site. Additionally, this new feature enables the buyer to focus his or her efforts on managing and selectively scoring performance of the most strategic suppliers. Note the attribute fields that can be updated to show data: As of Date, Period, Compare to, Supplier, Currency. There are various KPIs and report which the supplier can drill down into. For the ADS demo env, richer supplier data can be found using the following users and date parameters:

Supplier

Supplier User

As of Date and Period

Advanced Network Devices


11/30/2005 with Rolling 90 Days

Allied Manufacturing

Allied / welcome


Eastern Industrial Products

Eip / welcome


TT Services

Ttservices / welcome


The data appears for all sites for that supplier. For example if you drill down into KPI “PO Purchases Amounts ”, the field Operating Units defaults to “All”. You can drill down to Supplier hyperlink to view break down of purchases by sites, or update the Operating Unit field to view data only for a specific operating unit.

49. Buyer Access to Supplier Management DBI page Buyer can also access this new DBI page and view information by supplier. Copyright © Oracle Corporation, 2003. All rights reserved.


Log in as buyer cbaker / welcome. Responsibility: Supplier Manager. Click on Dashboard link Supplier Management . View page by supplier by updating the Supplier field to your chosen supplier. If you have added custom data for a specific supplier or your own custom supplier, you will need to run the following to update the data in the Intelligence tab DBI page.



View iSupplier Portal Admin Tab View iSupplier Portal Admin Tab 50. Tab = Admin NOTE: The Admin tab allows the supplier user to update their profile, address, and attributes. This tab is covered in Demo Docs script: "iSupplier Portal - Supplier Profile Management".

END OF DEMO. Again, you do not need to show all tabs and sub-tabs within iSupplier Portal. Each section can be shown separately depending on the business needs of the customer. End of activity.

Demo Support Please see http://adsweb.oracleads.com > (M) Support > Procedures, for current information regarding demonstration support.



Isupplier Portal - Isp Features and Functions r12sv3

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