Vendor Portal Invite Supplier

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Emily Hodge
7 years ago
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Audience: MHE Authorized Approvers *Disclaimer: The screenshots contained in this quick reference guide may vary slightly from your actual view, based on country requirements, however business

1 Audience: MHE Authorized Approvers *Disclaimer: The screenshots contained in this quick reference guide may vary slightly from your actual view, based on country requirements, however business processes and functionality remains the same. Introduction Inviting a supplier to the Vendor Portal is an intuitive process, which takes approximately five (5) minutes. The inviting employee will need the vendor contact information, as well as answering a few MHE business specific questions, such as sub-system and legal entity. Please note that not all employees will be authorized to invite suppliers to join the Vendor Portal. Accessing the Vendor Portal MHE Vendor Portal Link coming soon! *TIP: Save the sign on link in your favorites for easy future access or pin the website to your desktop. From the Logon page enter your user ID and your unique Vendor Portal password in the designated fields and click the Login button. Note for Vendors ONLY: You will be given a temporary password to be used the first time you logon to the Vendor Portal. Upon your first time logging on to the Vendor Portal you will be prompted to change your password. Key Resources All Vendors Supplier Portal Homepage o Training Materials o FAQs MHE Internal Employees Vendor Portal on Spark Training Materials Support Contact MHE Accounts Payable Toll Free Phone: (877) MHE.AccountsPayable@mheducation.com APEX Analytix Toll Free Phone: +1 (855) portalsupport@apexanalytix.com Vendor Portal Invite Supplier Accounts Payable 1

2 Invite Supplier Process Click on the Invite Supplier icon on the homepage to access the Casual Buyer Form. From the Vendor Country drop down menu, select the country that corresponds with your supplier (for this example we will use USA). Note: selecting the country will alter the fields that are shown to meet business and country requirements. Vendor Portal Invite Supplier Accounts Payable 2

3 Enter the information in the fields required by typing freely into the cell; this includes Company Name, First and Last Name, address. Note: all fields shown with a red (*) asterisk are required. Select the Estimated Annual Spend amount from the drop down menu. Vendor Portal Invite Supplier Accounts Payable 3

4 Select the Supplier Type from the drop down menu. Enter the Frequency as a continuous or a One-Time payment. Enter any notes to be sent directly to the AP Admin. Note: Please be advised that sending a note to an AP Administrator could delay registration. Vendor Portal Invite Supplier Accounts Payable 4

5 Click on Add New Record, where a new popup will display requesting additional Company Information. Input the information in the required fields then click OK. Subsystem: Can select multiple (not a required field). Legal Entity: Computer code that the expense is being allocated to (may select multiple). Industry Code: Select the appropriate Industry Code (material code) for the invited Supplier. Payment Terms: Standard industry terms are available. Contact the administrator if additional terms are necessary. Payment Method: Electronic will enable the file to transmit the file to the bank and allow for more efficient processing. Note: all fields shown with a red (*) asterisk are required. Note about Sensitive Vendor: For restricted use only. You should only select Yes for vendors whose account transactional and information should not be visible to others within the portal. This requires that users have the appropriate data level access to view and utilize the vendor. Sensitive vendors may include: Board of Directors, Payroll Vendors, etc. Select Does Not Apply if the vendor is not one of the above types of vendors. Review the information and click Submit to submit the information for processing, or click Submit & Add New if you want to add a new vendor (in which you will repeat the process above). Vendor Portal Invite Supplier Accounts Payable 5

Email Sent to Suppliers Once you have clicked Submit, the vendor will receive an automatic email or automated phone call

In order to complete the process the client must follow the steps within the email or phone call.

6 Sent to Suppliers Once you have clicked Submit, the vendor will receive an automatic or automated phone call informing the client that they have been registered within the vendor portal. In order to complete the process the client must follow the steps within the or phone call. Please reference the screen shot below for a preview of the that will be sent to suppliers: Dear John Doe John.Doe.123 John Doe John.Doe.123 Vendor Portal Invite Supplier Accounts Payable 6

User Starter Guide. Webtop Set up

User Starter Guide. Webtop Set up User Starter Guide Webtop Set up Welcome to Indian River Networks. This document will help you with your initial login and setting up your account. If you have further questions, please contact us at 1.800.352.1988