WMATA Supplier Portal. Account Management

Save this PDF as:

Size: px
Start display at page:

Download "WMATA Supplier Portal. Account Management"

Transcription

1 WMATA Supplier Portal The office of Procurement and Materials is dedicated to providing quality goods and services to support WMATA's mission in a professional and ethical manner while striving to exceed customer expectations. The Supplier Portal is designed to conduct business transactions in a secure self-service environment through an internet-based portal for current and potential suppliers. The Supplier Portal will be the single source for all WMATA advertised solicitations. A registered Supplier/Vendor will find the portal a convenient way to access active solicitations, submit bids/proposals/quotes, review Purchase Order (PO) transactions, Acknowledge PO's, provide advance shipment notices, review payments and manage vendor contact information. Account Management WMATA encourages all registered vendors to verify and manage their procurement transaction data. These transactions involve reviewing dispatched and completed purchase orders, order schedule and summary, receipts, invoices issued, payments disbursed and vendor account balances. In addition to viewing transaction data, vendors can view and acknowledge purchase orders that have been dispatched to them. This lets WMATA know if you intend to fulfill them.

2 Table of Contents I. STEP BY STEP INSTRUCTIONS (REVIEW TRANSACTION DATA).2 II. STEP BY STEP INSTRUCTIONS (ACKNOWLEDGE POS).54 1

3 I. Step by step instructions (Review Transaction Data) 1. Enter your vendor login credentials to access the event details. 2. Click the Sign In button. 2

4 Navigate to the Purchase Orders page. 3. Select the Main Menu dropdown menu. 3

5 4. Select Manage Orders menu. 4

6 5. Select Purchase Orders. 5

7 Search for a purchase order (by date). 6.Enter a date in the From Date field. 6

8 7. Click the Search button. 7

9 8. The Purchase Order List page appears and displays all active purchase orders from WMATA along with their statuses, last dispatched date/time & total amount. 8

10 9. To view the details of a particular purchase order, select the checkbox adjacent to it. 9

11 10. Click the View Selected POs in Downloadable Format button. 10

12 11.The Download Purchase Orders page appears and displays line-level information for the purchase order(s) selected. You can review the Date/Qty Details, Header Details, Header Comments, Line Details, Line Comments, Schedule Details and Ship To Comments details by clicking on the respective tabs. 11

13 12. Click the horizontal scrollbar to scroll right. 12

14 Export the grid information to a spreadsheet. 13. Click the Download icon. 13

15 14. Click the Open button. 14

16 15. The grid row information is displayed in a spreadsheet. 15

17 16. Click the Close button in the top right hand corner of the spreadsheet to close the spreadsheet. 16

18 17. Click the horizontal scrollbar to scroll right. 17

19 18. Click the Return button. 18

20 19. Click the Home link. 19

21 You will now view your business' Order Summary page. 20. Click on the Main Menu drop down menu. 20

22 21. Click the Manage Orders menu. 21

23 22. Click View Order Summary. 22

24 Enter search criteria for your active order summary information. 23. Click the Include PO Data checkbox. 23

25 24. Enter a date in the From Date field. 24

26 25. Click the Search button. 25

27 26. The View Order Summary page appears and displays the vendor's active orders including the Due Date, Item ID, Description, Quantity, PO Numbers, Type, Status and Ship To information. 26

28 27. Click the horizontal scrollbar to scroll right. 27

29 28. Click the Home link. 28

30 You will now view WMATA s receipts of you orders. 29. Click the Main Menu dropdown menu. 29

31 30. Click the Manage Orders menu. 30

32 31. Click View Receipts. 31

33 32. Enter a date in the From Receipt Date field. 32

34 33. Click the Search button. 33

35 34. The Review Receipts page appears and displays the WMATA receipt line information. Each row displays Receipt Number, Received Date, PO Number, Ship No, Item ID, Description, Received quantity and Status for the receipts. 34

36 35. Click the Home link. 35

37 You will now review WMATA's invoice information. 36. Click the Main Menu dropdown menu. 36

38 37. Click the Review Payment Information menu. 37

39 38. Click Invoices. 38

40 39. Enter a date in the From Date field. 39

41 40. Click the Search button. 40

42 41. The Review Invoices page displays the invoices that WMATA entered for your payments. This page displays the Invoice Number, Invoice Date, Gross Amount, Approval Status, Due Date and Voucher ID. 41

43 42. Click the Home link. 42

44 You will now review WMATA's payment information. 43. Click the Main Menu dropdown menu. 43

45 44. Click the Review Payment Information menu. 44

46 45. Click Payments. 45

47 46. Enter a date in the From Payment Date field. 46

48 47. Click the Search button. 47

49 48. The Review Payments page appears and displays the payment information. This includes Reference Number (payment ID), Invoice Number, Payment Date and Amount. Note: Use the Reference Number ID when you call WMATA to inquire about your payments. 48

50 49. Click the Home link. 49

51 You will now review your Account Balances. 50. Click the Main Menu button. 50

52 51. Click the Review Payment Information menu. 51

53 52. Click the Account Balances menu. 52

54 53. The Account Balances page displays any open balances with WMATA. The page displays the Gross Amount and Discount information. 54. Congratulations! You have successfully completed the Review Transaction Data topic. You now know how to review your business' procure-to-pay information at WMATA. 53

55 II. Step by step instructions (Acknowledge POs) 1. User should already be signed in (see above instructions). 2. Click the Main Menu dropdown menu. 54

56 3. Click the Manage Orders menu. 55

57 4. Click Acknowledge Purchase Orders. 56

58 5. Enter a date in the From Date field. 57

59 6. Click the Search button. 58

60 7. The Acknowledge Purchase Orders page displays all the purchase orders that have been dispatched to your business. 59

61 8. Click the Buyer tab. 60

62 9. The Buyer tab displays the WMATA representative buyer who can assist with your order. 61

63 10. Click the Purchase Order link that you would like to view. 62

64 11. Click on the purchase order line number to see more details. 63

65 12. Click the Expand More Item Details section arrow. 64

66 13. Various item details for the line are displayed on Acknowledgement Details page. 65

67 14. Click the Reject Item button if you no longer want to work on this line of the purchase order. Note: On rejecting the item, the Item Response becomes Rejected with detail and the POA status changes to Cancelled. 66

68 15. If you have any change order requests to the purchase order due date and/or quantities make the corresponding changes to Acknowledge Due Date and Acknowledge Quantity field respectively. 67

69 16. Click the Price tab. 68

70 17. If you have any change order requests to the purchase order price, make the corresponding changes to Acknowledge Price field. 69

71 18. Click the Ship To tab. 70

72 19. View the Ship To information here. 71

73 20. Click the Return button. 72

74 Enter any comments you would like to communicate with the buyer in the Comments section. 21. Click the Comments arrow to expand the section. 73

75 22. Enter comments in the Comments section. 74

76 23. Click the Save & Send Acknowledgement button. 75

77 Your purchase order acknowledgement submission is successful. 24. Click the OK button. 76

78 25. The acknowledged purchase order will no longer be displayed on the Acknowledge Purchase Orders search page. 26. Congratulations! You have successfully completed the Acknowledge Purchase Orders topic. You now know how to search, review and acknowledge WMATA's purchase orders dispatched to you. End of Procedure 77

79 78

Business Process Document Financials 9.0: Creating a Control Group and Vouchers. Creating a Control Group and Vouchers

Business Process Document Financials 9.0: Creating a Control Group and Vouchers. Creating a Control Group and Vouchers Version 9.0 Document Generation Date 2/24/2009 Last Changed by Jeff Joy Status Final Navigation Creating a Control Group and Vouchers 1. Click the Control Groups link. 2. Click the Group Information link.

More information

Ariba Network Invoice Guide

Ariba Network Invoice Guide Ariba Network Invoice Guide Content Introduction Invoice Practices Before you Begin Invoicing Customer Invoicing Rules Electronic Invoice Routing Configure Remittance Configure Invoice Notifications Creating

More information

Lawson Portal Purchase Order Entry, History & Analysis with PO20, PO64, UP242

Lawson Portal Purchase Order Entry, History & Analysis with PO20, PO64, UP242 Lawson Portal Purchase Order Entry, History & Analysis with PO20, PO64, UP242 1. Login Page page 1 Table of Contents 2. PO20 Purchase Order Entry page 2 3. PO64 PO Line History page 11 4. UP242 Purchase

More information

Customer Portal User Guide: Transition to Delegation

Customer Portal User Guide: Transition to Delegation NEW GTLD PROGRAM Customer Portal User Guide: Transition to Delegation Version 0.8 Table of Contents About this User Guide... 2 Introduction to the Customer Portal... 3 Logging in with your User Name and

More information

Sole Source Procurement

Sole Source Procurement Sole Source Procurement A Sole Source Procurement is a purchase made over $5000 without competition when competition is normally required. A Sole Source purchase is justified when there is only one good

More information

Supplier Submit & Review Receipt/Return, Credit Memo and Invoice/Payment Status

Supplier Submit & Review Receipt/Return, Credit Memo and Invoice/Payment Status Training Guide - isupplier Supplier Submit & Review Receipt/Return, Credit Memo and Invoice/Payment Status Professional. Respect. Integrity. Dynamic. Excellence Submit and Review Receipt, Credit Memo and

More information

isupplier User Training Guide Brooks Automation, Inc

isupplier User Training Guide Brooks Automation, Inc 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

More information

Inventory Management System

Inventory Management System UH Material Management Inventory Management System UH Warehouse Staff Documentation MarketPlace Procurement Coordinator One time set-up: You will need to should change your default tabs that display. These

More information

Important: Please follow regional 3M invoicing guidelines for one PO per invoice.

Important: Please follow regional 3M invoicing guidelines for one PO per invoice. Job Aid Create and Publish Invoice with SNC (Supplier) EN Use this Supplier portal activity to create and publish an invoice from an Advance Shipping Notification (ASN). Important: Please follow regional

More information

Online Requesting and Receiving. Training Manual

Online Requesting and Receiving. Training Manual 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

More information

Document Information, Statuses & Exceptions in Ariba

Document Information, Statuses & Exceptions in Ariba This document will provide information that explains each screen view in Ariba based upon the document type accessed. Within each document type there are different tabs that can be accessed that give you

More information

Step-by-Step Guide Using Hosted Catalogs for Shopping in CU Marketplace

Step-by-Step Guide Using Hosted Catalogs for Shopping in CU Marketplace In This Guide This guide discusses the hosted catalog shopping process. Topics covered are: Hosted catalog definition Procedure for hosted catalog shopping Hosted catalog shopping process cycles Procedure

More information

AP230 Creating and Maintaining Recurring Voucher Contracts

AP230 Creating and Maintaining Recurring Voucher Contracts Recurring Voucher Contracts Last Revised: June 12, 2013 Table of Contents AP230... 1... 1 Course Audience and Prerequisites... 2 Understanding Procure to Pay... 3 Lesson 1: Managing Voucher Contracts...

More information

Job Aid: How Do I Request PO Change Order (Price / Quantity changes)?

Job Aid: How Do I Request PO Change Order (Price / Quantity changes)? Job Aid: How Do I Request PO Change Order (Price / Quantity changes)? To Request a PO Change Order: (Changes to Price / Quantity, all other changes need to be communicated through your Buyer) Please note:

More information

User Guide View Invoices and Payments

User Guide View Invoices and Payments OVERVIEW This User Guide describes how Suppliers can view invoice and payment information status. HOW TO USE THIS USER GUIDE If familiar with the isupplier Portal Functionalities and the Oxy processes,

More information

Title: Payables-Invoice Inquiry Document ID: PAY0010

Title: Payables-Invoice Inquiry Document ID: PAY0010 Title: Payables-Invoice Inquiry Document ID: PAY0010 Replaces: Invoice Inquiry (External), AP331 Date Modified: 08/07/2014 Purpose: This procedure details how to perform an Invoice Inquiry in Oracle Payables

More information

Quick Reference Guide Course Homepage Management (Faculty)

Quick Reference Guide Course Homepage Management (Faculty) Quick Reference Guide Course Homepage Management (Faculty) Table of Contents View Faculty Schedule... 3 Print Faculty Schedule... 3 Create Course Homepage... 3 Add a New Activity to the Course Homepage...

More information

Viewing Purchase Orders

Viewing Purchase Orders Viewing Purchase Orders PURPOSE Use this procedure to view details about a purchase order, including whether it has been sent to the vendor, whether items have been received, and how much has been paid

More information

isupplier User Guide Supplier

isupplier User Guide Supplier 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

More information

PEP 4 Georgia First Marketplace (Sciquest)

PEP 4 Georgia First Marketplace (Sciquest) This course covers the following objectives 1) Reviewing PEP1-PEP3. 2) Introduction to GA First Marketplace. 3) Marketplace Shopper. 4) Marketplace User/Requester. 5) Enhanced Automatic Approval Workflow.

More information

Connect Your Bank Accounts and Credit Cards to QuickBooks Online

Connect Your Bank Accounts and Credit Cards to QuickBooks Online You can save time and reduce errors by downloading your transactions directly from your bank and credit card accounts from a secure online connection. QuickBooks Online allows you to set these transactions

More information

Managing Visual Studio Standard subscriptions (MSDN Subscriptions)

Managing Visual Studio Standard subscriptions (MSDN Subscriptions) February 2016 Microsoft Volume Licensing Service Center Managing Visual Studio Standard subscriptions (MSDN Subscriptions) 2 Managing Visual Studio Standard subscriptions (MSDN Subscriptions) Introduction...

More information

Great! You sold some Lexmark devices. Now you need to file for the associated rebates.

Great! You sold some Lexmark devices. Now you need to file for the associated rebates. Great! You sold some Lexmark devices. Now you need to file for the associated rebates. How do you do that today? Fill out a spreadsheet, email it to someone at Lexmark and wait How do you know if they

More information

An Introduction to the Moodle Online Learning Platform

An Introduction to the Moodle Online Learning Platform An Introduction to the Moodle Online Learning Platform For a general orientation to features of the course platform review the Computer Configuration, Course Navigation and Moodle Features document presented

More information

SC343: Umoja Managing Services of Consultants and Individual Contractors Process

SC343: Umoja Managing Services of Consultants and Individual Contractors Process SC343: Umoja Managing Services of Consultants and Individual ors Process Umoja Managing Services of Consultants and Individual ors Version 18 Last Copyright Modified United 20-November-13 Nations 1 Agenda

More information

COSTARS Sales Reporting Manual December 2013

COSTARS Sales Reporting Manual December 2013 COSTARS Sales Reporting Manual December 2013-1 - DGS/COSTARS website Suppliers access the COSTARS website through the DGS website. Follow the steps below to navigate to the COSTARS website. 1. Navigate

More information

CPSM MEDITECH 5.67. Inventory Inquiries

CPSM MEDITECH 5.67. Inventory Inquiries CPSM MEDITECH 5.67 Inventory Inquiries Contents CPSM Inventory Inquires... 2 Stock Inquiry... 2 Select... 11 Item Inquiry... 16 Purchase Order Inquiry... 32 Check Purchase Order Number... 38 View Vendor

More information

Big Lots Vendor Compliance Web Portal User Guide - Vendor

Big Lots Vendor Compliance Web Portal User Guide - Vendor Big Lots Vendor Compliance Web Portal User Guide - Vendor https://visibility.inovis.com/dataquality/xclient/biglots 1. To login to the system for the first time: Open the New User Notification Invite e-mail

More information

epro/po Inquiry on Requisition Status (Life Cycle)

epro/po Inquiry on Requisition Status (Life Cycle) Business Process Navigation 1. To inquire on requisition status (life cycle). 1. Main Menu > eprocurement > Manage Requisitions Use the following navigation to inquire on a requisition status (life cycle).

More information

Process: Self Service

Process: Self Service How Do I Login to the Online Vendor Self-Service Application? 1. Using the information provided in the email sent to the primary Contact: Navigate to the URL for the application, the PeopleSoft Sign In

More information

QuickBooks Business Accounting Software 2013-2006 for Windows

QuickBooks Business Accounting Software 2013-2006 for Windows QuickBooks Business Accounting Software 2013-2006 for Windows Account Conversion Instructions for Web Connect to Direct Connect QuickBooks Business Accounting Software 2008 2010 for Windows Account Connect

More information

INSTRUCTIONS FOR USING CSCN - AP MODULE

INSTRUCTIONS FOR USING CSCN - AP MODULE INSTRUCTIONS FOR USING CSCN - AP MODULE Updated 3/6/2015 Web address: https://cscn.cnh.com/ CONTENTS 1. Get a User-ID - - - - - - - - - - - - - - - - - - - - - - - - - - Page 1 2. Sign in to CSCN - - -

More information

System Process Document Create Expense Report

System Process Document Create Expense Report Department Responsibility/Role File Name Revision Document Generation Date Date Modified Last Changed by Status 43e857be-9c04-4bef-9fb9-7a98b5a409b7_SPD.doc 9/17/2015 11:18:00 AM 9/17/2015 11:18:00 AM

More information

CONNECT MANAGER SUPPLY ORDER MANAGEMENT TOOL 3.5 MANUAL

CONNECT MANAGER SUPPLY ORDER MANAGEMENT TOOL 3.5 MANUAL 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

More information

Signing Documents with Requests for Attachments

Signing Documents with Requests for Attachments DocuSign Quick Start Signer Guide Signing Documents with Requests for Attachments There may be times when you need to provide supporting documentation to the sender. This guide provides information about

More information

e-portal Web Orders Instructions:

e-portal Web Orders Instructions: e-portal Web Orders Instructions: Login Page Please save the http://opa.uchc.edu/uchc_eportal_1.htm in your favorites. This is the page that you must Login from. Important information regarding the system

More information

Cisco Software Licensing Portal Changes Quick Reference Guide

Cisco Software Licensing Portal Changes Quick Reference Guide Cisco Software Licensing Portal Changes Quick Reference Guide Table of Contents INTRODUCTION... 3 REGISTER SINGLE AND MULTIPLE PAKS FROM QUICKSTART PAGE AND GET NEW MENU... 4 GET EXISTING LICENSE: QUICK

More information

Government of Saskatchewan Executive Council. Oracle Sourcing isupplier User Guide

Government of Saskatchewan Executive Council. Oracle Sourcing isupplier User Guide Executive Council Oracle Sourcing isupplier User Guide Contents 1 Introduction to Oracle Sourcing and isupplier...6 1.0 Oracle isupplier...6 1.1 Oracle Sourcing...6 2 Customer Support...8 2.0 Communications

More information

Tungsten Network Web Form Invoice Submission Guide

Tungsten Network Web Form Invoice Submission Guide Tungsten Network Web Form Invoice Submission Guide Creating an Invoice/Credit Note Page 2 Useful Features When Creating an Invoice/Credit Note Page 14 Creating Invoice Templates Page 17 Purchasing more

More information

Overview of Procure to Pay

Overview of Procure to Pay This segment from our 427+ page JD Edwards Accounts Payable manual is being made available as a sample of our training manuals. Please contact Sandy.Acker@ERPtips.com if you have any JDE training needs,

More information

Online Statements. About this guide. Important information

Online Statements. About this guide. Important information Online Statements About this guide This guide shows you how to: View online statements, including CommBiz Activity Statements (Billing summaries) and online statements for Transaction Accounts, Credit

More information

Accounts Payable. Vendors and Vouchers

Accounts Payable. Vendors and Vouchers Accounts Payable Vendors and Vouchers 1 Agenda Searching for Vendors Entering Vouchers Budget Checking Submitting for Approval Viewing Workflow Viewing Voucher Status Approving Vouchers Denying (returning)

More information

KPLC SUPPLIER RELATIONSHIP MANAGEMENT USER GUIDE FOR VENDOR REGISTRATION, RFX PARTICIPATION AND PURCHASE ORDER COLLABORATION

KPLC SUPPLIER RELATIONSHIP MANAGEMENT USER GUIDE FOR VENDOR REGISTRATION, RFX PARTICIPATION AND PURCHASE ORDER COLLABORATION KPLC SUPPLIER RELATIONSHIP MANAGEMENT USER GUIDE FOR VENDOR REGISTRATION, RFX PARTICIPATION AND PURCHASE ORDER COLLABORATION 1 This document is updated to reflect approved changes to the content, and is

More information

MANAGING YOUR SCENTSY FAMILY PAY PORTAL ACCOUNT

MANAGING YOUR SCENTSY FAMILY PAY PORTAL ACCOUNT MANAGING YOUR SCENTSY FAMILY PAY PORTAL ACCOUNT - 1 - Table of Contents Fund Transfer Transferring Funds to a Prepaid Card 3 Transferring Funds From a Prepaid Card 7 Transferring Funds to a Bank Account

More information

Ariba einvoicing Supplile i r r P O F lilp i T ra r in i in i g

Ariba einvoicing Supplile i r r P O F lilp i T ra r in i in i g Ariba einvoicing Supplier PO Flip Training Invoicing Mission Streamline Purchase-to-Pay process to save time and costs Direct benefits Reduced invoice (manual) data-entry processes Increased billing and

More information

How to Enter a Test On-line

How to Enter a Test On-line How to Enter a Test On-line Entering your test results on the web will save you time and money. You will be able to print a clean, professional completed test report for your customer. There will be a

More information

Legal-X Help. Line Item Tax

Legal-X Help. Line Item Tax S Legal-X Help Line Item Tax Copyright Information: Legal-X, Allegient, Legal exchange, Bottomline Technologies and the BT logo are the trademarks or service marks of Bottomline Technologies (de), Inc.

More information

Invoice Inquiry V1.0 11/26/2007

Invoice Inquiry V1.0 11/26/2007 Invoice Inquiry V1.0 11/26/2007 Invoice Inquiry Invoice inquiry is used to search for invoice related information such as status and expected payment date. Using this tool users can search for invoices

More information

VENDOR LOGISTICS PORTAL

VENDOR LOGISTICS PORTAL USER GUIDE VENDOR LOGISTICS PORTAL Online Requests for MCX Shipment Validation and Routing February 2013 Powered By: MCX Vendor Portal Instructions 1 Revision Sheet Date Revision Description Release No.

More information

Generator Warranty On-Line System Documentation

Generator Warranty On-Line System Documentation Generator Warranty On-Line System Documentation INDEX ** Use control key and click on topic to advance to that section in the document 1. Warranty Repair Claims 2. Failed Part Claims 3. Sales Consideration

More information

Using the ABB Supplier Inquiry Form

Using the ABB Supplier Inquiry Form Using the ABB Supplier Inquiry Form Introduction The ABB Supplier Inquiry Form is designed to allow our suppliers to quickly inquire about the status of an open invoice. In this document, we will explain

More information

Welcome to the topic on managing delivery issues with Goods Receipt POs.

Welcome to the topic on managing delivery issues with Goods Receipt POs. Welcome to the topic on managing delivery issues with Goods Receipt POs. In this topic, we will explore how to receive incorrect shipments from a vendor in a goods receipt PO document. Sometimes your supplier

More information

Tyler Dashboard Overview/Navigation

Tyler Dashboard Overview/Navigation Tyler Dashboard Overview/Navigation The upgrade to MUNIS 9.3 provides users with a new and better approach for accessing and managing the MUNIS applications. The following provides an overview of the Tyler

More information

Bank OnLine Commercial Administrator User s Guide

Bank OnLine Commercial Administrator User s Guide Bank OnLine Commercial Administrator User s Guide Rev12-15 P.O. Box 6469 Corpus Christi, Texas 78466-6469 Cash Management E-mail: CashManagement@AmericanBank.com Support Team: (361) 653-5296 Sales Team:

More information

Introduction to ilab Solutions for Core Directors and Staff

Introduction to ilab Solutions for Core Directors and Staff Introduction to ilab Solutions for Core Directors and Staff Table of Contents Account Access & Login Credentials... 2 Account Registration for First-time Users... 2 Accessing Vanderbilt Cores... 3 Center

More information

Dynamics GP Insights to Distribution: Sales Orders

Dynamics GP Insights to Distribution: Sales Orders Dynamics GP Insights to Distribution: Sales Orders Dynamics GP includes powerful distribution functionality that will help you more easily and effectively manage your distribution operations. This book

More information

Pell Grant LEU Dispute Portal Guide

Pell Grant LEU Dispute Portal Guide Pell Grant LEU Dispute Portal Guide Contents Pell LEU Dispute Portal Process Overview... 2 Pell LEU Dispute Status Types... 3 Pell LEU History Page... 4 Select Pell Grant to Dispute Pop-up... 5 Create

More information

Adding a File Attachment to a CFS Requisition

Adding a File Attachment to a CFS Requisition Adding a File Attachment to a CFS Requisition When creating a requisition, there are certain purchases that may require additional documentation. The Attachment feature is used to attach this documentation.

More information

Receiving an Asset. Information Technology Services Reference Sheet Receiving an Asset. Procedure

Receiving an Asset. Information Technology Services Reference Sheet Receiving an Asset. Procedure Information Technology Services Reference Sheet Receiving an Asset Procedure This guide explains how to receive an item that is a major equipment asset over $5,000. 1. Log into PeopleSoft Financials. Click

More information

Welcome to the topic on Master Data and Documents.

Welcome to the topic on Master Data and Documents. Welcome to the topic on Master Data and Documents. In this topic, we will look at master data in SAP Business One. After this session you will be able to view a customer record to explain the concept of

More information

GUIDE FOR SORTING RX HISTORY REPORTS IN MICROSOFT EXCEL

GUIDE FOR SORTING RX HISTORY REPORTS IN MICROSOFT EXCEL GUIDE FOR SORTING RX HISTORY REPORTS IN MICROSOFT EXCEL 1. Log in to your INSPECT WebCenter Account. 2. Go to the Requests tab on the left, and select New Request. 3. Select Practitioner from the drop-down

More information

Employer Portal User Guide Last Updated: October 2015

Employer Portal User Guide Last Updated: October 2015 Employer Portal User Guide Last Updated: October 2015 San Francisco City Option PO Box 194367 San Francisco, CA 94119-4367 Phone: 1(415) 615-4492 Fax: 1(415) 615-4392 Email: employerservices@sfcityoption.org

More information

Taulia Supplier Portal User Guide

Taulia Supplier Portal User Guide Taulia Supplier Portal User Guide Version 2.1 Taulia Inc. Taulia GmbH 201 Mission Street, Ste. 900 Gladbacher Strasse 74 San Francisco, CA 94105 Phone +1 (415) 376 8280 40219 Düsseldorf Germany Fax +1

More information

Quick Shopping Cart QuickBooks Integration

Quick Shopping Cart QuickBooks Integration Quick Shopping Cart QuickBooks Integration Installing and Configuring QuickBooks This guide walks you through setting up the Intuit QuickBooks Merchant Service (QBMS) payment gateway (where available)

More information

Grant Management System Training Guide Module 1 Getting Started Accessing Your System Ver 6.1 Updated: 2.13.2014

Grant Management System Training Guide Module 1 Getting Started Accessing Your System Ver 6.1 Updated: 2.13.2014 Grant Management System Training Guide Module 1 Getting Started Accessing Your System Ver 6.1 Updated: 2.13.2014 Prepared by: CommunityForce Implementaiton Team Table of Contents Module 1: Getting Started

More information

Data Entry Training Module

Data Entry Training Module Data Entry Training Module Estimated Training Time: 1 Hours Data entry training is for users that are planning on entering data into the InsightVision application on scorecards that have already been created.

More information

Welcome to the Online Training for. the Colorado Medical Assistance Program Web Portal

Welcome to the Online Training for. the Colorado Medical Assistance Program Web Portal Welcome to the Online Training for Playback controls are located here should you need to interrupt the demonstration. the Colorado Medical Assistance Program Web Portal Colorado Medical Assistance Program

More information

Recruiter s Resource Guide

Recruiter s Resource Guide Recruiter s Resource Guide First Edition 1.29.2015 Contents Section One Recruiting... 3 Accessing Team Georgia Careers... 4 My Setup Preferences... 5 Creating a Requisition... 6 Approving a Requisition...

More information

OSP Quick Start Guide

OSP Quick Start Guide OSP Quick Start Guide Table of Contents Notes...1 Overview...1 Site Information...2 Login to Portal...2 Activity Setup...3 Add Activity...3 Activity Lookup...4 Edit Activity...4 Remove Activity...4 View

More information

Creating Expense Reports

Creating Expense Reports Creating Expense Reports Step Action 1. Begin with the Main Menu. Note: If you are logging through the portal, navigate using Main Menu, Financials. Click the Employee Self-Service menu. 2. Click the Travel

More information

Verified Volunteers. System User Guide 10/2014. For assistance while navigating through the system, please contact Client Services at:

Verified Volunteers. System User Guide 10/2014. For assistance while navigating through the system, please contact Client Services at: Verified Volunteers System User Guide 10/2014 For assistance while navigating through the system, please contact Client Services at: RCAN@verifiedvolunteers.com - (855) 326-1860 - Option 1 Welcome to Verified

More information

Customizing forms and writing QuickBooks Letters

Customizing forms and writing QuickBooks Letters LESSON 15 Customizing forms and writing QuickBooks Letters 15 Lesson objectives, 398 Supporting materials, 398 Instructor preparation, 398 To start this lesson, 398 About QuickBooks forms, 399 Customizing

More information

MSS110 Approval for Expenses Training Guide

MSS110 Approval for Expenses Training Guide Training Guide COPYRIGHT & TRADEMARKS Copyright 1998, 2009, 2010 Oracle, IBM and Grant MacEwan University and/or its affiliates. All rights reserved. Oracle is a registered trademark of Oracle Corporation

More information

QUICK REFERENCE GUIDE

QUICK REFERENCE GUIDE QUICK REFERENCE GUIDE Reporting Tools for Purchase Orders October 31, 2015 Reporting Tools for Purchase Orders When there are questions about the status or details of purchase orders, SWIFT provides several

More information

Credit Cards in BillQuick

Credit Cards in BillQuick Time Billing and Project Management Software Built With Your Industry Knowledge Credit Cards in BillQuick User Guide for BillQuick Users BQE Software, Inc. 2601 Airport Drive, Suite 380 Torrance CA 90505

More information

Table of Contents. Table of Contents 1. Voucher Approval Function 2 5. Worklist Search and Approval History 6. Budget Check Exceptions 7-9

Table of Contents. Table of Contents 1. Voucher Approval Function 2 5. Worklist Search and Approval History 6. Budget Check Exceptions 7-9 Approver Table of Contents Table of Contents 1 Voucher Approval Function 2 5 Worklist Search and Approval History 6 Budget Check Exceptions 7-9 Regular Entry 10 Incomplete and Denied Vouchers 11 Delete

More information

Account Access User Guide

Account Access User Guide Account Access User Guide Available within AgriPoint How to manage your accounts online, anytime, anywhere. Rev. 10/12/2015 This guide is designed to familiarize you with the features and options available

More information

BATS Global Markets, Inc. U.S. Data Product Declarations User Manual

BATS Global Markets, Inc. U.S. Data Product Declarations User Manual BATS Global Markets, Inc. U.S. Data Product Declarations User Manual Overview of the Data Product Declarations Tool and Uncontrolled / Controlled Data Distributor Reporting Obligations The Data Product

More information

Vendor s Guide to the Vendor Deal Portal (VDP)

Vendor s Guide to the Vendor Deal Portal (VDP) Vendor s Guide to the Vendor Deal Portal (VDP) The Toys R Us, Inc On-line Application for Electronic Approval and Management of Credit Allowance Contracts 1 P age TABLE OF CONTENTS 1. ABOUT... 3 2. GETTING

More information

DOCUMENT MANAGEMENT SYSTEM

DOCUMENT MANAGEMENT SYSTEM DOCUMENT MANAGEMENT SYSTEM USER S MANUAL By: MIS Department Software Division Page 1 of 14 1. Overview Document Management System is a powerful web based file manager and storage utility. It was developed

More information

eshop Approver Manual

eshop Approver Manual eshop Approver Manual Table of Contents eshop Overview... 1 What is eshop?... 1 eshop Definitions... 1 eshop Roles... 2 The eshop Procure to Pay Process... 3 eshop Suppliers... 3 Getting Started in eshop...

More information

Where to submit invoices for GE? isupplier Portal (isp)

Where to submit invoices for GE? isupplier Portal (isp) Where to submit invoices for GE? isupplier Portal (isp) Index Page 02-03 :How to gain access to isupplier Portal? Page 04-07 :isupplier Portal Login Page 08-14 :How to submit a standard invoice? Page 15-22

More information

Welcome HNS. Requirements. On-Line Help. Application Tools. Site Walk Through

Welcome HNS. Requirements. On-Line Help. Application Tools. Site Walk Through Welcome to the Web Commerce tutorial. This tutorial will explain some basic concepts and describe the procedures you will use to process your business documents via the Internet using our electronic commerce

More information

Lead Management System

Lead Management System Welcome to MSPowermail s user-friendly. To log into the system, input the same information that you currently use for our online leads site. If you don t have, or don t remember your credentials, please

More information

INVENTORY MANAGEMENT

INVENTORY MANAGEMENT support@magestore.com sales@magestore.com Phone: 084 4 8585 4587 INVENTORY MANAGEMENT PLATINUM VERSION USER GUIDE Version 1.4 1 Table of Contents 1. INTRODUCTION... 4 2. HOW TO USE... 9 2.1. Manage Suppliers...

More information

Sending E-Mail Notifications

Sending E-Mail Notifications Sending E-Mail Notifications Once the E-Mail settings have been defined and put in place, you are ready to begin sending E-Mail notifications. Depending on the type of communication, E-Mail notifications

More information

PECO SMART ENERGY USAGE DATA TOOL (PSEUDT)

PECO SMART ENERGY USAGE DATA TOOL (PSEUDT) PECO SMART ENERGY USAGE DATA TOOL (PSEUDT) Energy Star Portfolio Manager User Guide V2.5 2 Confidential Table of Contents ENERGY STAR PORTFOLIO MANAGEMENT... 4 1 LOGGING IN TO ENERGY STAR PORTFOLIO MANAGER...

More information

GM MGO webedi Quick Start Guide

GM MGO webedi Quick Start Guide GM MGO webedi Quick Start Guide Table of Contents Setup User Preference......3 Add Ship From Address & DUNS Number...6 View GM Material Release PDF Document...10 Create a Carrier Profile.... 13 Create

More information

Guided Signing for a Lead-Based Paint Disclosure Form

Guided Signing for a Lead-Based Paint Disclosure Form DocuSign Quick Start Signer Guide Guided Signing for a Lead-Based Paint Disclosure Form This guide provides information about how to electronically sign a Lead-Based Paint Disclosure Form using the DocuSign

More information

SAP Business Intelligence ( BI ) Financial and Budget Reporting. 7.0 Edition. (Best Seller At Least 43 copies Sold)

SAP Business Intelligence ( BI ) Financial and Budget Reporting. 7.0 Edition. (Best Seller At Least 43 copies Sold) SAP Business Intelligence ( BI ) Financial and Budget Reporting 7.0 Edition (Best Seller At Least 43 copies Sold) November 2011 Table of Contents Log In... 3 Initial Variable Screen... 5 Multiple / Single

More information

Paper handouts of the SRM Shoppers presentation will not be provided. Downloads are available @ www.uky.edu/purchasing

Paper handouts of the SRM Shoppers presentation will not be provided. Downloads are available @ www.uky.edu/purchasing Supplier Relationship Management Shopper MM_SRM_SHO_300 SRM Goes GREEN Paper handouts of the SRM Shoppers presentation will not be provided. Downloads are available @ www.uky.edu/purchasing 2 Definition

More information

Mobile: Getting Started with Workday for ipad

Mobile: Getting Started with Workday for ipad Install and Log in to Workday From your ipad: 1. Tap the App Store Application icon. 2. Tap Search and enter Workday. 3. Select Workday for ipad from the search results. 4. Tap Free to install the app.

More information

Online Scheduling Instructions

Online Scheduling Instructions Online Scheduling Instructions 1. First, you will need to create a user account. Go to: https://emsweb.ad.siu.edu/virtualems/ a. Click on My Account, then scroll down to create an account. b. Fill out

More information

Granting Customers Access User Guide

Granting Customers Access User Guide Granting Customers Access User Guide 1) For existing users, login to Quickfire Office at https://sqfi.muddyboots.biz/. Quickfire Office is also housed on our website, www.sqfi.com, under the Suppliers

More information

How Do I Upload Multiple Trucks?

How Do I Upload Multiple Trucks? How Do I Upload Multiple Trucks? 1. Log into account. Please see the How Do I Log into My Account? document (DOC-0125) for additional assistance with logging into PrePass.com. 2. On the Admin Home tab,

More information

Microsoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate.

Microsoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate. Microsoft Access Rollup Procedure for Microsoft Office 2007 Note: You will need tax form information in an existing Excel spreadsheet prior to beginning this tutorial. 1. Start Microsoft access 2007. 2.

More information

Working with Purchase Orders

Working with Purchase Orders Ariba Network Working with Purchase Orders Document Version: April 2013 Copyright 1996 2013 Ariba, Inc. All rights reserved. This documentation, as well as the Ariba software and/or services described

More information

ivisions Self Service Web Portal

ivisions Self Service Web Portal ivisions Self Service Web Portal LOGIN to ivisions Web Portal: Go to: Internet Explorer or Google Chrome Type: http://10.10.160.220/ivisions/ Click: Star to Bookmark to Bookmarks Bar User Information =

More information

CBOT Financial and Deliveries NYMEX User Manual. May 2012 Global Operations Education

CBOT Financial and Deliveries NYMEX User Manual. May 2012 Global Operations Education CBOT Financial and Deliveries NYMEX User Manual May 2012 Global Operations Education Table of Contents Introduction... 3 Navigating the Application... 5 Add/Update Bank Instruction... 5 Holding List...

More information

Lesson Eight Using Accounts Payable (Suppliers)

Lesson Eight Using Accounts Payable (Suppliers) Lesson Eight Using Accounts Payable (Suppliers) Accounts Payable transactions can be entered in a variety of ways. Purchase Orders can be entered and printed to request products or services from your vendors.

More information