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InfoPrint iSupplier Portal Training
After Completion of this Course, you should be able to:
Understand InfoPrint iSupplier Process Overview
Understand iSupplier Portal On boarding Process
Access iSupplier Portal
Navigate iSupplier Portal
Understand Key Business FlowsSearch iSupplier Portal
Manage Supplier Profiles
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InfoPrint iSupplier Overview
iSupplier Portal On boarding Process
Accessing iSupplier Portal
Navigating iSupplier Portal
Understanding Key Business Flows
Searching iSupplier Portal
Managing Supplier Profiles
Agenda
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What is InfoPrint iSupplier Portal? An Internet Based Interactive Self Service Application It enables secure, self-service business transactions between
InfoPrint and their suppliers. It enables InfoPrint to communicate key procure-to-pay information
with suppliers. It enables suppliers to view and acknowledge purchase orders,
submit change requests, create advance shipment notices, viewreceipts, view invoices and payments, and acknowledge purchase
order change requests. It enables InfoPrint to view order, shipment, receipt, invoice, and
payment information.
InfoPrint iSupplier Overview
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Key Benefits as a Supplier Real-time access to procure-to-pay information 7 x 24 x 365 Easy access through a standard web browser Information transparency across the procure-to-pay cycle, from the
moment the purchase order is available to the final payment Single point of visibility for information across all of InfoPrints
operating units Ability to submit real-time shipment notices and generate invoices
against purchase orders
InfoPrint iSupplier Overview
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Basic Business Needs The InfoPrint iSupplier Portal enables InfoPrint to communicate key
procure-to-pay information with suppliers. It provides acollaborative platform for a buyer to manage relationships with theirglobal supply base. With InfoPrint iSupplier Portal:
Suppliers can receive immediate notifications and respond to eventsin the purchasing and planning process.
Buyers and suppliers can collaborate on key business transactionswhile enabling the ability to search, monitor, revise, and review.
InfoPrint iSupplier Overview
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InfoPrint iSupplier Process Overview
iSupplier Portal On boarding Process
Accessing iSupplier Portal
Navigating iSupplier Portal
Understanding Key Business Flows
Searching iSupplier Portal
Managing Supplier Profiles
Agenda
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iSupplier Portal is a module within the Oracle ERP eBusiness Suite.It is an internet facing function that allows vendors to login over theinternet and perform certain self service functions such as lookupstatus of invoices, etc. Establishing logins for these users is morethan creating login ids and providing access to certain functions, butit also requires securing attributes to be setup to allow access only toa permissible sub set of data.
Oracle provides an out-of-the-box function to register suppliers toallow them to access the iSupplier Portal keeping all the requiredfunction and data security in place.
All users that log-in to Oracle at Infoprint will be authenticatedusing the enterprise wide Directory Services LDAP. The directory isseparate from Oracle.
InfoPrint iSupplier Onboarding
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iSupplier Portal User Registration Process Flow
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Please refer to uPerform work instruction titled Supplier Onboarding
InfoPrint iSupplier Onboarding
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InfoPrint iSupplier Process Overview
iSupplier Portal On boarding Process
Accessing iSupplier Portal
Navigating iSupplier Portal
Understanding Key Business Flows
Searching iSupplier Portal
Managing Supplier Profiles
Agenda
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When the link to iSupplier is clicked, this Login Screen will display. A Username and Password should be provided to you by your
System Administrator.
Accessing iSupplier Portal
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Upon logging in, you will see a list of responsibilities if more thanone is assigned to you.
Select the responsibility you wish to enter.
Accessing iSupplier Portal
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The InfoPrint iSupplier Portal Homepage displays. The home page
provides a one- stop dashboard of current notifications as well ascurrent order and shipment information.
Accessing iSupplier Portal
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InfoPrint iSupplier Process OverviewiSupplier Portal On boarding Process
Accessing iSupplier Portal
Navigating iSupplier Portal
Understanding Key Business Flows
Searching iSupplier Portal Managing Supplier Profiles
Agenda
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Global buttons Home - Returns you to the main portal where you can select another
responsibility or application. Logout Preferences - Displays the Preferences page. Help - Accesses the help index page.
Accessing iSupplier Portal
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Setting Up User PreferencesYou may set user preferences, by clicking the Preferences link. :
General - You can select your language, territory, time zone,client character encoding (the character set thats used in your
page display), and accessibility features (such as screen readeruse). Notification - You can select how you want to receive yournotifications (for example, in HTML or plain text e-mail).Formatting - You can define your date format and numberformat.Password - You can reset or change your password.
Accessing iSupplier Portal
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Tabs: The portal application provides tabs for easy navigation. Forexample, if you want to view purchase order details, start by clickingthe Orders tab, and then click Purchase Orders in the task bar directly below the tabs.
Search:The Search field enables you to enter a document number and quicklyfind information about:
Purchase orders, Shipments, Invoices, Payments
Accessing iSupplier Portal
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Notifications : Notifications are messages waiting for your review. Somenotifications are view-only, while other notifications require action.To view your notifications, click the linked subject to open the Notification Details page. This page provides complete notificationdetails, as well as the appropriate action button. After you select anaction, the Notifications Summary page displays.
Orders at a Glance : The Orders at a Glance section displays the fivemost recent purchase orders. Click a purchase order number to view
purchase order details.
Orders At aGlance
Notifications
Accessing iSupplier Portal
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InfoPrint iSupplier Process OverviewiSupplier Portal On boarding Process
Accessing iSupplier Portal
Navigating iSupplier Portal
Understanding Key Business Flows
Searching iSupplier Portal Managing Supplier Profiles
Agenda
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This chapter includes information to help you learn about
the four key business flows in InfoPrint iSupplier Portal:
(A) Receive Notifications, View Purchase Orders and Submit
Acknowledgements
(B) PO Collaboration
(C) Advance Shipment Notice
(D) Invoice Creation
Key Business Flows
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Flowchart shows the complete Purchase Order
Acknowledgement flow, from creation in Oracle
Purchasing to possible actions in Oracle iSupplier Portal.
Buyer Creates PO inOracle Purchasing
Supplier Receives Notification
And Views PO in Oracle iSP
Supplier Acknowledges POin Oracle iSP
Supplier Submits
Acknowledgment In OracleiSP
Buyer Receives Notification
ofAcknowledgement in OraclePurchasing
Supplier Can RequestChanges to POs received via
iSP
Buyer Can Accept/Rejectthe Change Request
Supplier Receives
Notification of the RevisedPO in Oracle iSP
Receive Notifications, View PurchaseOrders and Submit Acknowledgements
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When InfoPrint enters a purchase order in Oracle Purchasing, the purchase order details are available to you in InfoPrint iSupplierPortal. You can view details such as terms and conditions, lines,shipments, and attachments. When you navigate to the ViewPurchase Orders page, the most recent 25 purchase orders aredisplayed. Alternatively, you can view all orders that requireacknowledgment, and all orders pending supplier change.
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Please refer to uPerform work instruction titledSCM_Procurement_View_Acknowledge_PO_in_iSP_with_Supplier_Login
Receive Notifications, View PurchaseOrders and Submit Acknowledgements
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Oracle iSupplier Portal enables you to request changes to purchase orders when modifications are needed to fulfill an order.
PO Collaboration
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Please refer to uPerform work instruction titledSCM_Procurement_PO_Collaboration
PO Collaboration
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Supplier generates an Advance Shipment Notice (ASN) in iSupplier
Portal when they ship goods and it is captured in the system. Whengoods arrive at the the dock, one can record receipt of those goodsagainst this ASN.
For InfoPrint, suppliers are required to enter ASN, only when they
are directly shipping to InfoPrint's customers. The reason is ASNis the main way by which InfoPrint would come to know that goodsare shipped to InfoPrint's customer. It allows InfoPrint to performvirtual goods receipt against supplier PO as well as generate billingon InfoPrint's customer.
Suppliers are not required to submit ASN when they are shippinggoods to InfoPrint's warehouse. InfoPrint simply records PO receiptin the system when the goods show up at the warehouse.
Advance Shipment Notice
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Flowchart shows the flow of ASN creation and delivery
Supplier Creates ASN inOracle iSP
Supplier Selects POShipment Lines that are
Ready for Shipment
Supplier enters ShipmentLine Information
Supplier Can Optionally SplitShipment and Enter License Plate
Number (LPN),Lot and Serial Information
Supplier EntersShipment Header Information
Supplier Submits Advance Shipment Notice (ASN)
Buyer Receives NotificationIn Oracle Purchasing
Advance Shipment Notice
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Oracle iSupplier Portal enables you to create an Advanced Shipment
Notice to notify the buyer of your shipment
Advance Shipment Notice
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Please refer to uPerform work instruction titledSCM_Procurement_Submit_ASN_via_iSP
Advance Shipment Notice
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Flowchart shows the flow of Invoice creation and delivery
Supplier Searches PO toCreate Invoice for
Supplier Selects ItemsTo Add to the Invoice
Supplier Enters InvoiceDetails and Submits Invoice
Buyer Makes Request toRun Invoice Import Program
Invoice is Created
Supplier views InvoiceIn iSP
Invoice Creation
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You can submit an invoice online to InfoPrint based on the purchaseorder lines you have fulfilled. You need to only identify those itemsshipped and enter a quantity. You can invoice against open, approved,standard or blanket purchase orders that are not fully billed.
Invoice Creation
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InfoPrint iSupplier Process OverviewiSupplier Portal On boarding Process
Accessing iSupplier Portal
Navigating iSupplier Portal
Understanding Key Business Flows
Searching iSupplier Portal Managing Supplier Profiles
Agenda
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Oracle iSupplier Portal provides extensive search criteria on all pages to help you retrieve information. Some common search fieldsare PO number, Invoice Number, Payment Number, Date, andStatus.
You can use the percent sign (%) as a wildcard to search for genericitems. For example, to search for all orders beginning with 27 andend in a 5 (such as 275, 2715, 27125) enter 27%5. The% wildcarddoes not control the number of wild characters.
The Inquiries covered are:(A) General Search
(B) Search for Purchase Orders(C) Search for Shipments(D) Search for Forecasts(E) Search for Invoices and Payments
(F) Search for Supplier Item and Consigned Inventory
iSupplier Portal Search
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Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier PortalHome page
One can search for a specific PO Number, Shipment Number, Invoiceor Payment using this screen
iSupplier Portal Search
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Purchase Orders Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal
Home page > Orders > Purchase Orders One may view Purchase Orders using any of the 5 search options as
shown in the screen shot
iSupplier Portal Search
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Supplier Agreements Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home
page > Orders > Agreements Supplier agreements are purchase agreements you have made with InfoPrint.
On the Supplier Agreements page, you can review the details of those
agreements, and the corresponding releases (orders) that have been created fora articular a reement.
iSupplier Portal Search
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Purchase Order Revision History Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home
page > Orders > Purchase History The Purchase Order Revision History page enables you to search for details
on the revision history of a purchase order. Using the search criteria, you canget a summarized list of purchase orders that have been revised. You maychoose to compare each revised PO to the original PO or the previous PO.
iSupplier Portal Search
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Advanced Search for PO Numbers
Search operators enable you to specify the matching conditions for a search.Available search operators are:is - Use this operator for an exact match.is not - Use this operator to exclude a specific match.contains - Use this operator to find a partial match.starts with - Use this operator to find a partial match only at the beginning.ends with - Use this operator to find a partial match that only ends with yourcriteria.greater than - Use this operator to include results greater in value than a valuespecified.less than - Use this operator to include results lower in value than a valuespecified.after - Use this operator to include results with a date after the specified date.
before - Use this operator to include results with a date before the specifieddate.
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Overdue Receipts Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal
Home page > Shipments > Overdue Receipts The Overdue Receipts Results page enables you to view the details
of past due purchase order shipments.
iSupplier Portal Search
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Receipts Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier
Portal Home page > Shipments > Receipts The Receipts Transactions page enables you to explore a historical
view of all receipts that have been recorded for your shipped goods
iSupplier Portal Search
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Returns Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal
Home page > Shipments > Returns The Returns Summary page enables you to view the return history,
the causes for goods returned by InfoPrint, and inspection results of ashipment.
iSupplier Portal Search
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On-Time Performance Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home
page > Shipments > On-Time Performance The On-Time Performance page provides the delivery status of shipments
you made against purchase orders. You can view your performance fortimeliness of deliveries.
iSupplier Portal Search
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Planning Schedule Summary Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal
Home page > Planning > Forecasts Forecast information enables you to view real-time forecasts from
InfoPrint. The Planning Schedule Summary page displays forecastinformation for all items.
iSupplier Portal Search
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Invoices Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal
Home page > Accounts >View Invoices The Invoice Summary Results page enables you to view the history
of all your invoices by InfoPrint.
iSupplier Portal Search
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Payments Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home
page > Accounts >View Payments
Payment inquiry enables you to view the history of all the payments to yourinvoices completed by InfoPrint.
iSupplier Portal Search
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Supplier Items Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home
page > Product >Supplier Items The Supplier Items page enables you to view all of the details of the
products that you supply.
iSupplier Portal Search
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Consigned Inventory Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home
page > Product >Consigned Inventory
Oracle Procurement along with Discrete Manufacturing supports maintainingconsigned inventory for an item. InfoPrint can enable items to have consignedinventory. This enables you to maintain the stock at the InfoPrint location.InfoPrint does not incur financial liabilities until they start consuming thestock.
Oracle iSupplier Portal enables you to view on-hand stock at InfoPrint forconsi ned items
iSupplier Portal Search
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Consigned Inventory Aging Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home
page > Product >Consigned Inventory > Consigned Inventory Aging You can search for Consigned Inventory Aging items using this search option.
You may search for items that are past due, or items that are due in the next 7,15, or 30 days. Select the appropriate search criteria for your item and click
Go.
iSupplier Portal Search
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InfoPrint iSupplier Process OverviewiSupplier Portal On boarding Process
Accessing iSupplier Portal
Navigating iSupplier Portal
Understanding Key Business Flows
Searching iSupplier PortalManaging Supplier Profiles
Agenda
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Supplier Profile Management enables you to manage key profile details used toestablish or maintain a business relationship with InfoPrint. This profileinformation includes names of main contacts, business classifications, andcategory information about the goods and services you are able to provide to the
buyer. Buyer administrators will review the details you provide and use them toupdate the appropriate records in the buyers purchasing transaction system.
You benefit from managing your profile yourself. Supplier Profile Managementenables you to effectively represent yourself to InfoPrint and update your profilesdetails as necessary, making important information accurate.
Key profile details covered are:
(A) Supplier Details(B) Contact Directory(C) Business Classifications(D) Products and Services(E) User Accounts
Supplier Profile Management
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Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home page > Admin > Business Classifications
InfoPrint establishes a list of business classifications they want to use toclassify their supply base. In some regions, these classifications are required
by government regulations.
Supplier Profile Management
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Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home page > Admin > User Accounts
You can view information regarding users that can access the Oracle iSupplierPortal application on behalf of your company on the User Accounts page.Viewing user accounts is helpful for you to track which individuals are no
Supplier Profile Management