1 Welcome to the Philam Supplier Portal At Philam, we are driven to deliver efficiencies using best practices in our operations to support our service to the customers. In our commitment to improve the way we do business with our suppliers, Philam, in alignment with the global mandate of the AIA Group Limited of which it is a member of, has implemented a procure-to-pay (P2P) solution Deliver efficiencies to simplify and standardize the purchasing, contracting, and invoicing activities within the Group. Since July 2015, Philam has been engaging with suppliers in an integrated and electronic fashion through This has changed the trading experience of Philam and its strategic suppliers allowing improvements in the operational and administrative efficiencies for both parties. Highlights in this new trading experience include: Online purchase order and invoice transactions with preferred suppliers Sourcing collaboration with suppliers via an electronic catalog Automated routing of electronic business documents for faster transactions processing. Supplier relationships are key to Philam's success. As part of our global strategy, we are pursuing all opportunities with suppliers to bring efficiencies to our mutual business processes and enable significant transactional improvements. With the implementation of the spend management solution, electronic trading via the Ariba Network is now the standard method of the Philam and AIA Group in conducting business with our suppliers. As a strategic supplier, registering in the Ariba Network would be a key component in our trading relationship. Existing suppliers as well as those who wish to establish a business relationship with Philam will also need to take note of specific items to ensure a smooth trading experience with Philam: Note to all suppliers Note to hotel suppliers For interested suppliers who wish to become strategic partners of Philam, more information is provided in this portal in order to Participate in Philam Sourcing Events. Other relevant information are contained in this portal to enable suppliers in taking the appropriate action to participate in this exciting new trading exchange with Philam.
2 The Journey to Efficiency Various activities have been undertaken by Philam with the full cooperation of its partners to realize operational efficiencies in the way procurement is done for both ends of the transaction. Supplier Portal 2015 April Supplier Summit I May Supplier Registration and Business Enablement Contracts Upload Catalog Supplier Summit Supplier Training Sessions June Supplier Meetings July Go-Live: Catalog Publishing All transactions in Ariba Mailroom services Supplier Training Sessions August 1st PO, 1st Invoice September October Supplier Summit II
3 Suppliers Realizing Value It is essential that strategic partners of Philam see the value of implementing the cloud procurement solution as it not only impacts the operations of both parties but positively affects the business value of the trading exchange between Philam and the supplier. The benefits enumerated below can only be realized with the full cooperation of you, our strategic partner, utilizing the Ariba system in the procurement cycle interaction with Philam. IMMEDIATE BENEFITS Reduced Operating Costs Electronic transactions Greater visibility on transactions Real time monitoring of invoice and payment status Improved payment reconciliation Strengthened Collaboration Increased collaboration with partners Immediate access to online invoice creation tool Automated catalog posting LONG-TERM BENEFITS Increased Sales Opportunities Increased customer retention Growth in existing accounts Growth in new business Strengthened Collaboration Reduction in manual intervention Caught errors and employ corrections before critical processes
4 Supplier Testimonials You are part of this journey! A trusted supplier is considered as a strategic partner. You are part of making this journey a success. Have a look at some of what our existing partners have to say about the new trading exchange with Philam:... We can get numerous order requisition immediately and we do not worry that we have missed some PO's unlike before while using the manual process. We encourage other suppliers to join Ariba because the system lessened our work load with its accurate ordering procedure. We also have tremendously reduced our work time. Motrade Office Supplies... Cardamom Bakeshop (Food Catering Services) Ariba's superior feature vs old process is accepted by my team because they realize that they can access to the information online, instead of our manual calendar of events. All the customer information by account is also available in the system. With Ariba, I can utilize the standard forms available, instead of me creating all my templates. This feature saves me time on paperwork. I can now spend more time at the production site. When I was informed that the finance system with implement Ariba, I was elated. This is because I have used this application in the past, and have been proven to be business-effective. The system recognize when duplication of work order is created. The system is also able to monitor non-compliance, especially when there is due item. Integrated Computer System ( IT Products and Services) Now, since we have an electronic catalog in place, we don't have to send individual/manual proposals anymore. End-users just access the electronic catalog in Ariba, process it themselves and then we will receive corresponding EUPO faster. Now, I can proceed with our deliveries using the issued PO from Ariba since all details needed (items ordered, quantity, end-users and delivery address) are all clearly indicated in the PO... I strongly recommend other suppliers to join Ariba because of the above mentioned reasons. Also, we know at Ariba, we conduct business in a secure and reliable environment.
5 Philam Supplier Activities It is in the best interest of Philam to enable the various supplier activities in the procure-to-pay cycle leveraging on streamlined supplier-interfacing business processes, and the various cloud solution features of the Ariba Network. The following changes were implemented in relation to the various supplier activities in the procure-to-pay cycle with Philam and its suppliers Participate in Philam Sourcing Event Confirm Order Deliver Order Simplified and standard accreditation Online bidding Standard quotation template Online catalog Electronic purchase orders Online order monitoring Online confirmation of receipt of order Online delivery fulfillment monitoring Online goods receipt 4 Send Invoice Electronic invoicing Three-way matching of Purchase Order, 5 Collect Payment Goods Receipt Note, and Invoice Electronic advice of payment remittance
6 Participate in Philam Sourcing Event Philam has streamlined the processes for the accreditation of its various suppliers. It has introduced a simplified accreditation process for selected commodity suppliers. Following the Philam policy, however, suppliers are required to undergo re-accreditation every 2 years. It is also essential, however, for suppliers to read through the Purchase Order Terms and Conditions if interested to do business with Philam. Requirements: ARIBA Network (AN) # Certificate of Registration (BIR 2303) Sample Invoice / Sample OR Business Permit Vendor s Bank Enrolment Form Bank Certificate with swift code Declaration form Conflict of Interest SIMPLIFIED Accreditation Process TURNAROUND TIME Philam Accreditation 11 business days AN Enablement 7 business days COMMODITIES Hotels Food Providers Venue Law Firms Speakers / Honorarium Associations Hotel Minimum Requirement Checklist Sanitation Clearance Supplier Point of Contact Details: Name: Position: Address: Contact Number: ARIBA Network (AN) # STANDARD Accreditation Process TURNAROUND TIME Philam Accreditation 19 business days AN Enablement 7 business days Requirements: COMMODITIES Contractors / Construction Outsourced Services Foreign Suppliers All Others Statutory Others Certificate of Registration(BIR Company Profile 2303) Supplier Management Form Sample Invoice / Sample OR Due Diligence Questionnaire DTI Certificate Business Continuity Plan SEC Certificate of Registration SSS Clearance Articles of Partnership or Incorporation / By Laws DOLE 18-A Background Investigation Results SEC General Information Sheet Physical Inspection and Site Visit of Business Permit Business Operations Financial Requirements National Agency Clearances Audited Financial Statements for (for Security) the last 3 years PCAB License (for Contractors) Latest Income Tax Return with BIR / Bank Validation Vendor s Bank Enrolment Form Bank Certificate with swift code
7 Participate in Philam Sourcing Event To facilitate smoother interfaces between Philam and you, our partners, here are a couple of ways of presenting offered goods and services: Providing Quotation Abide by the quotation template. A soft copy of the quotation template is provided in the link. Price should be broken down into the baseline unit price and VAT. The common mistake of suppliers in the quotation is not separating the unit cost and VAT amount. SAMPLE QUOTATION Utilizing the Ariba online catalog Philam will now be leveraging on the electronic catalogs supported by the cloud procurement solution provided by Ariba. Suppliers can now present their catalog content via an Ariba supported platform by uploading an accomplished template (CIF Template). The templates and further instructions in utilizing this feature are provided in the Getting Started with Ariba page.
8 Confirm Order Suppliers can now effectively manage orders online with their Ariba Network account. Suppliers can view raised Purchase Orders and confirm receipt of the order signifying their interest in fulfilling the order. Further arrangements regarding the order can be agreed and coordinated by the supplier with Philam outside of the system-enabled process steps. Deliver Order Suppliers must ensure that the hard copy Delivery Receipt is signed by the Philam. After delivery of goods and services, you, as a supplier, must remind your Philam counterpart to issue an online Goods Receipt Note (GRN) in Ariba. You can only invoice delivered items with GR issued by Philam in Ariba.
9 Send Invoice Philam is moving away from paper invoices. This will not only lead to a more efficient invoice process but it will also have a positive impact on the environment. As a supplier, you can benefit from this through: Efficient creation and distribution of invoices Reduced reliance on traditional mail networks and associated expenses On-line visibility of the status of your invoices Increased invoice accuracy resulting in fewer invoice errors More secured on time payment. With no hardware or software to install subscribing to the network is simple. The following are key reminders that you must take note in issuing an Ariba invoice to Philam. For a more detailed list of DO s and DON T s, suppliers can check out the Philam Supplier Guide. 1 PO = 1 invoice Scan BIR-Registered invoices and attach in the electronic invoice in Ariba. Invoice date should be on or after order date. Check Outbox for notice of invoice rejection or failure Note for food suppliers: you may receive a PO that is slightly higher, you can invoice the correct amount consumed. In TAX section, change Category from SALES (default) to VAT. Indicate Taxable Amount in the electronic invoice. Send invoice and supporting documents to Philam mailroom at Ground Floor Net Lima Bldg. Use a Transmittal Slip when sending documents to the Philam Mailroom. You can submit electronic invoices to Philam using the PO-Flip invoice where the Purchase Order content presented in your Ariba inbox is flipped over to an electronic invoice. On this webpage you can read how you can start sending electronic invoices to AIA through the Ariba Network (AN).
10 Collect Payment With the implementation of the cloud procurement solution, it is also a target benefit that the payment cycle is improved with a seamless end-to-end of systems. This way suppliers can receive their payment in a timely manner as soon as the order fulfillment cycle is completed. NOTE: To enable the faster payment remittance to suppliers, the accreditation process mandates suppliers to enroll in the CTA facilities availed by Philam in partnership with BPI and BDO. The following are key reminders to suppliers in terms of collecting payment: Wait for Remittance Advice via day payment term is implemented. Payment will only be released if: Requestor has performed GRN Invoice entry in Ariba is accomplished Hard copy of documents sent to Philam are validated Payment / check pick-up is every Friday at 2nd Floor, Philam Life Gammon Center Building, Makati City
11 The Ariba Network In a networked economy, collaboration is not an option. It s the key to driving business process transformation, and new levels of business performance. That s why more organizations are turning to the Ariba Network for a better way to buy, sell and manage cash. As the world s business commerce network, the Ariba Network seamlessly connects buyers with all suppliers regardless of their size, location, or technical sophistication making cloud-based commerce as easy for businesses as it is for consumers. Philam has selected the solution partner that is best in class in the market. It is not only with the right partnerships that the journey to efficiency can be successful but also with the right platform for these interactions to occur. With the Ariba Supplier Network, Philam is able to enforce the right trading behavior while at the same time inviting its suppliers to widen their market reach and competitiveness in the global market.
13 Supplier Training Training resources are readily available at the Ariba University for suppliers transacting with Philam via You may explore the links below for further knowledge in navigating the Network. Ariba Network Transactions Supplier Ariba Training Guide (Consolidated) Handling Purchase Orders Creating a PO-Based Invoice (Introduction) Creating an Invoice (Advanced Topics) The Supplier Membership Program Ariba Services Procurement: Collaborative Requisitioning
14 Reminders for All Suppliers Below are items that you should take note of when doing business with Philam. 1. All Philam transactions will be online. No online PO No Pay rule will be observed. BIR Registered Invoice should be attached in Ariba. Hard copy should still be delivered as a regulatory requirement. Bidding activities will be done online. Suppliers need to maintain an online catalog. 2. Notable elements in the Philam forms and template: Unit price to be reflected in the Purchase Order should be broken down into the baseline price and VAT. Use VAT-exclusive unit prices. Name in documents (e.g., PO) will reflect Philam Life / AIA even for purchases of sub-units and affiliates. 3. Central mailroom guidelines for receiving invoices and documents are noted below: Hard copy invoices and signed supporting documents (e.g., signed Delivery Receipt) must be submitted to the centralized mailroom located at the ground floor, Net Lima Office. Routing of the documents to the requesters in the different floors will no longer be done by suppliers. The invoice submission should have the following details clearly seen on the invoice envelope; otherwise, the invoices submitted will be rejected: Name of requester and department PO number Electronic invoices must be submitted to Invoice submission should include a Transmittal Slip which lists the documents contained in the envelope.
15 Reminders for All Suppliers 4. PO terms and conditions and other notable transaction processing considerations: You may refer to these notes outlined in the document PO Terms and Conditions. Lead times will change and will be embedded in the Ariba system. Accomplishment of both the hard copies of official receipts and signed supporting documents sent to the mailroom and the online Goods Receipt Note (GRN) by the requesters will be the trigger for the issuance of the invoice to suppliers. Zero-variance will be adapted for 3-way matching of the Purchase Order, Goods Receipt, and Invoice. Payment terms will default to 30 days for all suppliers who will be transacting with Philam via Ariba. Credit to Account (CTA) will be the primary mode of payment to all suppliers. All suppliers will be required to have bank accounts supported by the CTA facility with Philam. During the transition period, CTA is the preferred payment mode to suppliers. If you already have a BPI account, please refer this to the Philam Team for this to be set up with our settlement team. The end-state model, targeted by the end of 2015, is for all suppliers to be paid via CTA to leverage on the end-to-end online transaction processing via Ariba Network and faster payment settlement.
16 Reminders for Hotel Suppliers 1. All transactions will be centralized through our travel helpdesk, HRG. They will be coordinating all the reservations and payments arrangements with you. 2. The Philam Corporate Credit Card will be the primary mode of payment of employees for their travel transactions. Employees will be paying via Corporate Credit Card or through cash. There will be no more send-bill arrangement. The Letter of Authorization (LOA) will no longer be issued. 3. Hotel suppliers should ensure that Philam travelers are provided with a guest folio which will be used as supporting document for reimbursements. If needed, hotel suppliers should insist on having the guest folio signed before the guest leaves. 4. The Philam Travel Helpdesk (THD) will only arrange for reservations of Philam travelers. They will no longer receive payables for processing. Transactions will be settled directly by the traveler before he fully checks out. 5. Hotel suppliers who provide services for events, the Sourcing and PO process via the Ariba Network is applicable.
17 Frequently Asked Questions General Information 1. What does Ariba provide to Philam Life? Philam, together with the rest of the global entities in the AIA Group, has engaged Ariba to provide supplier enablement, catalog implementation, and global standardization of its procure-topay business processes. 2. What is Ariba? the Ariba Network. 3. Why is Philam Life implementing the Ariba cloud solution? As part of an ongoing policy of Philam to continuously improve efficiency and service to customers and suppliers alike, we are currently implementing the next stage of our overall electronic strategy to move away from paper-based financial transaction processing. Ariba has been providing this electronic platform to global businesses of all sizes since 1996 and partnering with them will provide operations benefits to both Philam and its strategic suppliers. 4. What are the benefits that e-commerce and the Ariba Network offer to suppliers? The Network serves as a platform to engage in business commerce with other member organizations in the community. It provides suppliers with a single tool to manage Purchase Order receipt, catalog content creation, logistics and invoicing: Real-time PO and invoice delivery for quicker fulfillment, identification of discrepancies, and payment status reporting Greater share of wallet through use of online catalogs, as well as potential new business opportunities through visibility to other buying organizations on the Ariba Network Reduction in administrative business expenses for items such as postage, printing, and mailroom handling Access to receivables financing options
18 Frequently Asked Questions General Information 5. What will it cost suppliers to join the Ariba Network? There is no fee to register on Suppliers new to the Ariba Network generally start transacting on the Ariba Network for free, though based on the volume of transactions you do on the Network - with us as well as other buyers which you may be transacting - there may eventually be fees associated with your use. These fees will be billed by and payable to Ariba. Any fees assessed may be offset by the administrative, financial, and business development benefits reaped by engaging the Ariba Network. For more information about the Ariba Supplier Membership Program (SMP), you may visit their Supplier Membership Program website or visit their SMP FAQ page. You can further look into the potential pricing details associated with using the Ariba network in the SMP Subscriptions and Pricing page. 6. What technology do suppliers need to access the Ariba Network? The basic requirements in accessing the Network are an internet connection and a web browser. 6.No installation of hardware or software to subscribe to the network is needed. 7. What are the pre-requisites for enablement in the Ariba Network? Valid address for the supplier to be able to accept the Ariba Network activation Company address with postal code Commodities - list of products and services
19 Frequently Asked Questions General Information 8. I'm already registered in the Network, what happens now? After registration, you can log in to Ariba Supplier Network and use basic supplier features. However, your account is not fully enabled until your account has been fully enabled by Philam. You will receive notification from Ariba Supplier Network when your account is fully enabled. If you were invited to join Ariba Network but already have an existing account, it is encouraged that you already register the business relationship with Philam in the Network and start preparing your catalogues for Philam if applicable. You may contact for assistance. 9. How can I get Ariba support? If you have any inquiries or request, you can open a ticket and receive quick and helpful support. In your communication to Ariba, please make reference to Philam / AIA PH as your customer. If you are already a supplier registered in the Network: a. Go to b. Log in with your company's username and password. c. Once logged in, click on the Support link on the left hand navigation bar completely fill out the web form and submit. If you do not yet have an active Network account, feel free to the Ariba Customer Support Center in reference as a Philam / AIA PH supplier.
20 Frequently Asked Questions Participate in Sourcing Events 10. How are Philam requestors able to search for suppliers capable of fulfilling their requested goods and services? Confirm Order Philam Ariba requestors have access to a list of suppliers in the system. An exhaustive vendor list with the corresponding commodities offered is also uploaded in an internal shared portal readily available to the requestors. 11. Who do we interface with from Philam when coordinating the orders? Deliver Order The Ariba requestor indicated in the purchase order is responsible for coordinating with the suppliers if there are further arrangements to be made regarding the order. If there are transactions needing resolution with regard to the use of Ariba functions and features, the Sourcing Department may also get in touch with you to assist in the closure of the order transaction. 12. Does Philam have an internal deadline for the issuance of the Goods Receipt Note (GRN) by the requestor? The Ariba requestors are trained and have been briefed to issue the GRN as soon as the ordered goods have been received. Requestors are also further reminded to issue the GRN as part of the checking of the Philam Accounts Payable Department during month-end closing for the processing of supplier invoices.
21 Frequently Asked Questions Send Invoice 13. We have a BIR-registered electronic invoice. How do we proceed with using it in our transactions with Philam? You must submit the BIR documentation with the approved Authority to Use Computerized Accounting Systems together with the sample electronic invoice template to the Philam Sourcing Department. These will be reviewed for verification that your documentation is acknowledged to be for valid use when transacting with Philam. Once your electronic invoice is deemed valid when transacting with Philam, you are only required to attach the following to your Ariba invoice submission for it to be ready for invoice processing: Soft copy of electronic invoice, Scanned copy of signed Delivery Receipt (DR). 14. Where do I submit my signed hard copy documents for Philam? Hard copy invoices and signed supporting documents (e.g., signed Delivery Receipt) must be submitted to the centralized mailroom located at the ground floor, Net Lima Office. Hard copy invoices submitted should follow the requirements below, otherwise, the submission will be rejected. The details below should be clearly seen on the invoice envelope: Name of requestor and department PO number Invoice submission should include a Transmittal Slip which lists the documents contained in the envelope. For concerns,
22 Supplier Reference Materials Philam has provided various reference opportunities for its suppliers to be educated on the various changes it is implementing for the procure-to-pay cycle. Other materials provided for reference to the suppliers are the following: 1. Purchase Order Terms and Conditions Contains the details important for suppliers when doing business with Philam. 2. Supplier Ariba Training Guide Contains the compiled training materials for suppliers on the different features of Ariba. 3. Vendor s Bank Enrolment Form Additional requirement form to be accomplished as part of the accreditation process. This will enable the Credit-to-Account medium of payment of Philam to the suppliers. 4. Transmittal Slip Template To be used in the submission of the signed hard copy documents to the Philam Mailroom. 5. Quotation Template Contains the essential elements needed in a supplier quotation including the breakdown of price into the baseline unit price and the VAT line item. 6. Supplier Guide A quick reference aid for suppliers containing tips and reminders when doing business with Philam. This can also be found at the end of the Supplier Portal.
23 SUPPLIER GUIDE Supplier Activities Participate in Philam Sourcing Event Confirm Order Deliver Order Send Invoice Collect Payment 1 2 PARTICIPATE IN PHILAM SOURCING EVENT Bidding activities will be done online. Follow the quotation template provided by Philam to ensure you accomplished the requirements and essential sections needed in a quotation. Your quotation should have the baseline unit price and VAT as separate line items. CONFIRM RECEIPT OF PURCHASE ORDER 1. View PO s in your Ariba Inbox. Click order number to view PO details. The order header includes the order date and customer information. The line items describe the ordered items including quantity. Make sure that details are agreed between you and your requestor. 2. Confirm order by clicking "Create Confirmation. Supplier may "Confirm Entire Offer" or "Update Line Items". 3 DELIVER ORDER Ensure that your Delivery Receipt is signed by Philam upon your delivery of the goods. After delivery of goods and services, remind your Philam counterpart to issue an online Goods Receipt Note (GRN) in Ariba. No GR, No Ariba Invoice! I NEED HELP. WHO DO I CONTACT? Contact Ariba service desk at Download supplier education materials from: > Customer Support> Doing business with Philam. SEND INVOICE 1. Generate your BIR-registered invoice for the corresponding Philam PO. Take note that the Ariba PO details VATexclusive amounts. 1 PO = 1 Invoice Ensure that the amounts in the PO and invoice are matched correctly. 2. Create an Ariba invoice based on the hard copy invoice generated. Go to HOW TO CREATE AN ARIBA INVOICE 3. Submit a copy of your Ariba generated invoice. 4. Submit your hard copy invoice to Philam. Ensure that the supporting documents are also complete! Hard copy BIR-Registered Invoice / Statement of Account (SOA) Delivery Receipt for goods Printed copy of Ariba PO 5 4 Printed copy of Ariba Invoice NOTE: Your invoice will be rejected if your requirements are incomplete. Take note of the central mailroom guidelines introduced for receiving invoices and supplier documents. COLLECT PAYMENT You will receive a Remittance Advice via notifying you that payment for your delivery is being processed for release. Payment terms will default to 30 days for all suppliers who will be transacting with Philam via Ariba. Payment will only be issued if the following conditions are met: Philam purchase requestor has received the order in Ariba by issuing an online Goods Receipt Note (GRN). Ariba invoice entry is complete. Philam received the complete hard copies of the official receipts and signed supporting documents at the Philam mailroom. CHECK YOUR ARIBA INBOX FOR PAYMENT ADVICE.
24 SUPPLIER GUIDE LOG IN DO BUSINESS WITH PHILAM! 1. Accomplish supplier requirements and get accredited! Re-accreditation occurs every 2 years. 2. Enroll in CTA (Credit-to-Account) Go to Enter your Username & Password to access your Ariba Network supplier account. CTA is be the primary mode of payment. Suppliers can enroll in BPI or BDO CTA facilities used by Philam and leverage on the end-to-end transaction processing faster payment settlement. 3. Ensure that you are enabled as an Ariba Network supplier. 4. Review the Philam Purchase Order Terms and Conditions for the policy details. Available at: > Customer Support> Doing business with Philam. 5. Maximize the use of your AN supplier account to transact with Philam. MANAGE YOUR ARIBA NETWORK SUPPLIER ACCOUNT 1. CONFIGURE YOUR COMPANY PROFILE. Accomplish the basic information in your account company profile. Click on your company name at the top right section of the screen. In the case of a change in your company name, Philam Sourcing Dept. to update its records in the system. Create multiple users with different roles within your AN supplier account in the Users tab of the Administration navigator. 2. CONFIGURE YOUR NETWORK SETTINGS Set your preferred electronic order routing (e.g., checking orders online, receiving orders via notifications). Set your preferred electronic invoice routing (e.g., receiving invoice via notifications). Set your remittance information. Ensure correct remittance address /payment information. These details will be reflected in the invoices you will create. Note: Do not configure a Contact on the Check Remittances page of your account because the Contact name may replace your company name in the Remit-To address on invoices. Leave the field as Select Contract." 1. Go to the PO from your Ariba Inbox. 2. Click Create Invoice then Standard Invoice. 3. Accomplish the Invoice Header details. SUMMARY Section Section Enter an Invoice Number that your company uses for invoice identification. Your auto-populated PO-flip Invoice Date should match the invoice date in your hard copy BIRregistered invoice. Invoice Date should never be before the Ordered Date. Ensure your default "Remit To" address is correct. TAX TAX Section Section If you are a non-vat registered entity, remove the tax section. If you are a VAT-registered entity, change the Category field to VAT option in the dropdown menu. Accomplish the Taxable Amount field with the VAT-exclusive amount as reflected in the PO. ADD ADD TO TO HEADER HEADER Attach a soft copy of the BIR registered invoice to the Invoice Header. Click Add to Header and then Attachment and upload the scanned copy of the document. 4. Check and update invoice details as necessary. For partial invoicing, select line items to be invoiced. Review or update Quantity/Amount for each line item you are invoicing. 5. Click Submit to send invoice to Philam. Order Status will change to "Invoiced" once all ordered quantities have been invoiced. HOW TO CREATE AN ARIBA INVOICE WHERE DO I SEND MY SIGNED DOCUMENTS FOR PHILAM? Hard copy invoices and signed supporting documents (e.g., signed Delivery Receipt) must be submitted to the centralized mailroom located at the ground floor, Net Lima Office. Hard copy invoices submitted should follow the requirements below, otherwise, the submission will be rejected. The details below should be clearly seen on the invoice envelope: Name of requestor and department PO number Invoice submission should include a Transmittal Slip which lists the documents contained in the envelope. For concerns,
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CONNECT MANAGER SUPPLY ORDER MANAGEMENT TOOL 3.5 MANUAL Table of Contents Open Supplier Network SM Table of Contents 1 How to Get Started..3 Viewing Orders....6 Processing Orders. 12 Exporting Orders...16
PEOPLESOFT ENTERPRISE PAYABLES Oracle s PeopleSoft Enterprise Payables provides automated invoice and payment processing to ensure timely and accurate payment for KEY FEATURES Support shared service centers
www.aocsolutions.com Automated Accounts Payable and Commercial Card Management from AOC Solutions Payments are the core of our business; we monitor and understand the ever-changing landscape of the industry.
Accounts Payable How to Cut Costs and Improve Invoice Processing Efficiency Contents 3 4 Introduction The Challenges of Invoices 5 The Goals of Invoice Automation 6-7 The Key Elements of Invoice Automation
Exploring the Spectrum of Accounts Payable Automation Solutions Authored By: Overview: As companies begin optimization efforts within their Accounts Payable (A/P) processes, at some juncture, the selection
isupplier User Training Guide Brooks Automation, Inc Overview isupplier Portal is a self service tool that enables Brooks Automation and its suppliers to communicate with each other throughout the procure-to-pay
Welcome to the topic on purchasing items. In this topic, we will perform the basic steps for purchasing items. As we go through the process, we will explain the consequences of each process step on inventory
IBM TRIRIGA Version 10.0 Procurement Management User Guide Copyright IBM Corp. 2011 i Note Before using this information and the product it supports, read the information in Notices on page 232. This edition
Contents Lockheed Martin e-invoicing Policy... 3 1. Why is Lockheed Martin Corporation (LMC) mandating Electronic Invoicing?... 3 2. Why do I have to do electronic invoicing?... 3 3. What are the benefits
Treasury Management Electronic invoicing and payment: Best practices and strategies for recruiting suppliers A Treasury Management White Paper Table of Contents Executive summary... 3 Paper invoicing and
isupplier User Guide Supplier Table of Contents Introduction to isupplier... 3 Requirements/Software Recommendations... 4 Registration... 4 Login... 5 Basic Overview of the isupplier Homepage... 6 Global
Title of Nomination: Project/System Manager: Job Title: Agency: Department: Address: City State: Zip: 27609 Phone: 919-850-2943 Fax 919-850-2866 Email: firstname.lastname@example.org NC E-Procurement @ Your Service
White Paper The Implications of E-invoicing for Purchasing and Accounts Payable Automation Projects www.compleatsoftware.com Introduction The ability to cost effectively convert a purchase invoice into
ITFMA Conference Procure-to-Pay Best Practices Integrating P2P Best Practices with Technology Chris Evanoff: Principal, Soltec, Inc. 1 Presentation Outline Introduction and Background Procure-to-Pay Cycle
Supplier Enablement - Best Practices Olaf Schrader (Product Manager) 2009. Ariba, Inc. All rights reserved. Session Goal Supplier enablement is the key to success on the Ariba Network. Join this session
J A N U A R Y 2 0 1 4 ECM for Order-to-Pay Maximize Operational Excellence This paper looks at current order-to-pay challenges and trends; what organizations should consider in an order-to-pay solution;
Realizing the Full Value of GHX A GHX Education Paper for Healthcare Supply Chain Professionals Realizing the Full Value Realizing the Full of GHX of GHX A GHX Education Paper for Healthcare Supply Chain
Oracle PeopleSoft Enterprise I m in. DETROIT PUBLIC SCHOOLS Office of Contracting & Procurement and Support Service Center Desk Reference Created by the Division of Finance Office of Strategic Management
Develop Project Charter Develop Preliminary Project Scope Statement Develop Project Management Plan Scope Planning PROCESS GROUP: INITIATION 4.1 The project charter serves as the input document for the
How 21 st century Purchasing- and Finance organizations leverage Business Networks for automation and business collaboration Frank Bade, SAP SE September 10 th, 2015 2020 2.5 Billion connected people on
5 Ways Senior Finance Executives are Improving Visibility Across the Procure-to-Pay Cycle An IOFM white paper, sponsored by 5 Ways Senior Finance Executives are Improving Visibility Across the Procure-to-Pay
Invoicing Innovation - Taking Accounts Payable to the Next Level INTRODUCTIONS Pieter Sluis Senior Manager Finance Liberty Global Rob Rousou Senior Solutions Consultant Martijn Hemelrijk Director of Product
Using Intelligent Inventory with Vetech Advantage Revised March 31, 2014 2014 ImproMed, LLC. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval
Web-Based PC-Based Integrated DHL IMPORT EXPRESS ONLINE USER GUIDE FOR SHIPPERS We coordinate effective communication between your shippers and you for you. www.dhl-usa.com/ieo Contents 2 CONTENTS Shipper
PROACTIS Purchase-to-Pay Upgrade Services The Rapid, Painless, Cost-Effective Route to a World of New Spend Control Capabilities Contents 2 Introduction 3-8 Why Upgrade? New Capabilities New Operational
System Overview Training MyFloridaMarketPlace System Overview Agenda What is MyFloridaMarketPlace (MFMP)? Logging in to Buyer Dashboard & Navigation User Profile Management Searches Procure to Pay Process
Mondelez International Moves to Electronic Invoicing Dear Sir / Madam As part of Mondelez International ongoing efforts to improve our service, we are phasing out paper processes by moving to electronic
The New Data Integration Model The Next Real B2B Integration Opportunity for System Integrators & VARs 2 In this E-book This E-book highlights a new framework called the New Integration Model created to
Welcome to Procurement Services 2015 Spring Forum Forum Agenda UW eprocurement (Ariba) Update Status BPO Receiving Exceptions Purchases over Direct Buy In Development Ariba 9r2 Upgrade Implementation Payment
Herscher Community Unit School District #2 PURCHASE ORDER POLICIES and PROCEDURES PURCHASING POLICY AND PROCEDURES POLICY STATEMENT Herscher School District 2 supports sustaining and promoting a procurement
Ariba Frequently Asked Questions (FAQ) 1. I am a new user. How do I start using Ariba? 2. How do I update my user profile? 3. How do I verify a vendor is in Ariba? 4. How do I add a new vendor or change
EXFLOW NAV BROCHURE INCREASE PRODUCTIVITY IN YOUR AP DEPARTMENT LEVERAGE YOUR DYNAMICS NAV INVESTMENT WITH INDUSTRY BEST PRACTICE AP AUTOMATION What is ExFlow NAV? For whom? ExFlow NAV is an add-on module
Liner Cost Management Solverminds Solutions & Technologies Pvt Ltd September 2015 1. Introduction Introduction Knowledge and information are the lifeblood of any organization. The effective use of this
Online Requesting and Receiving Training Manual 1 Table of Contents Introduction 3 Logging In.3 Creating a Profile...3 Modifying a Ship to Address...3 FOAPAL and Commodity Codes 3 Code Favorites...3 Understanding
Introduction To stay competitive, you know how important it is to find new ways to streamline and save on your company s operations. Learning how leading companies handle commercial payments can give you
Workshop Presentation PRO 08 Self Service Procurement Shopping Cart November 08, 2011 Department of Finance and Administration Office of the Mississippi Management and Reporting System 1/12/2012 1 1. Workshop
SUPPLIER PAYMENT GUIDE Expectations and requirements to facilitate accurate and timely payment to suppliers Table of Contents 1) Procure-To-Pay Cycle 2) Payment Process Overview 3) Payment Terms 4) Submittal
The Benefits of Automating AP and AR in the Cloud Robert Colburn Consultant, CliftonLarsonAllen CLAconnect.com Housekeeping If you are experiencing technical difficulties, please dial: 800-422-3623. Q&A
Integrating Payables and Receivables to Unlock Working Capital Approved for 1 CTP / CCM recertification credit by the Association of Financial Professionals May 2009 Introductions David Kunz Treasury Management
Ariba Supplier Network Helping Buyers and Suppliers Discover, Connect, and Collaborate Using a Single, Comprehensive Platform Ariba Supplier Network Buyer-Supplier Collaboration Today: Unstructured, Ineffective,
SAP Brief SAP Travel OnDemand Objectives SAP Travel OnDemand An Easier Way to Travel Focus on your business while controlling travel costs Focus on your business while controlling travel costs With the
Supplier User Manual Purchase Orders and Shipments Purchase Orders and Shipments. Page 1 of 31 Welcome to isupplier! Kenya Airways (KQ) isupplier Portal provides your company with an important electronic