Basware Supplier Portal

Save this PDF as:
 WORD  PNG  TXT  JPG

Size: px
Start display at page:

Download "Basware Supplier Portal"

Transcription

1 for Customers (February 2012) Process Overview Basware Supplier Portal integrates customer organizations to a selected supplier with a real time connection. Supplier Portal is used together with customer s procurement or invoice processing systems (for example Basware Purchase Management and Basware Invoice Processing). Basware Supplier Portal does not require any customer specific tailoring. The customer offers Supplier Portal service to selected suppliers, and has the authority, and power to administrate the system. Depending on whether the customer uses procurement or invoice processing systems, Basware Supplier Portal gives the suppliers an access to their order or invoice information. If the customer uses both systems, the suppliers can both view their invoices, receive orders in electronic format, create catalogs, add products, and send electronic invoices to customers. Figure 1: Basware Supplier Portal System Copyright Basware Corporation. All rights reserved. 1

2 Managing Administrator Functions Editing Company Information Location: Administration > Company Profile page You can modify the company information for the selected company in the tree hierarchy. 1. You can modify the following company information: Field Company code Company name E mail Country Sales Tax number Trade registry number Street Postal code City State / Province Telephone Site einvoicing address Language Allow automatic activation of Tendering Share capital Place of registration Description Enter the official company code. Event notifications related to customer registration and business documents are sent to this e mail address. Enter appropriate code according to your country settings: VAT ID / DUNS / EAN / ABN / Sales tax number. In some countries the Sales Tax number may be included in the company code. Company website address Enter your company s official language here. The language selected here will determine the date format, currency settings, and other localization aspects of the application. This selection does not affect the user interface language, however. The user interface language is defined in each user s profile. Select the Allow automatic activation of Tendering check box if you want to activate the Tendering module automatically 2. To save company information, click in the toolbar. Copyright Basware Corporation. All rights reserved. 2

3 Managing Users Adding Users Location: Administration > Users page 1. From the tree hierarchy, select the organization where you want to add users to. 2. Click in the toolbar. The User Information page opens. 3. Enter the following user information: Mandatory fields are marked with an asterisk (*). First name Last name E mail Telephone Street Postal code City Country Select the country settings that affect for example how date, time, and decimals are displayed for the user. User name Language: Select the user interface language, and the language in which you want the user to receive e mails and other system messages. 4. To give the user administration rights, select the Administration check box. 5. To save the user information, click. An e mail with user name and automatically generated password is sent to user. Copyright Basware Corporation. All rights reserved. 3

4 Changing and Resetting Passwords If you do not remember your password and cannot login to Supplier Portal, you can reset it on the Login page, and receive a new password via e mail. Only administrators can reset and change other users passwords. To change your password: Location: Administration > Users page > Password tab 1. Enter your old password in the Old password field. 2. Enter the new password in the New password field. Password must contain letters and special characters (such as! # %&/()=? ), in total a minimum of 8 characters. 3. Enter the new password in the Confirm password field. 4. To save the change, click. To reset passwords for other users: Location: Administration > Users page 1. In the Users list, select the user whose password must be reset. 2. Click in the toolbar. The system generates a password for the user and sends it via e mail. The user is asked to change the password on the next login. Copyright Basware Corporation. All rights reserved. 4

5 Managing Suppliers On the Suppliers page, you can view all active suppliers and supplier candidates, and invite registered and non registered suppliers to use Supplier Portal. You can approve and activate supplier candidates as your company s suppliers in Supplier Portal. You can also customize the invoice template that the suppliers use by defining which invoice fields the suppliers will see, which fields they must fill in and which order the invoice fields are displayed in. Activating Suppliers Location: Administration > Suppliers page 1. To view all suppliers waiting for activation, select Waiting for activation from the Status drop down list, and click in the toolbar. 2. Click on the appropriate supplier row. The supplier details are displayed on the Supplier Information pane. 3. Check that the supplier is legitimate and that you want to establish a connection with this supplier. 4. Enter the customer specific supplier ID in the Customer specific supplier ID field. This ID is required for transaction between customer and supplier. If Basware Purchase Management is in use, the party identification number from PM must be copied in Customer specific supplier ID field. Only then the orders are transferred from PM to SP. If other procurement systems are in use, the ID number must be copied from supplier s system. 5. Below Modules, select the modules that you wish to activate for this supplier. Depending on the system settings, if you have not purchased all modules, some of the modules may be inactivated. 6. Click to activate the connection to this supplier. The supplier will receive an e mail with the activation information. Rejecting Suppliers Location: Administration > Suppliers page 1. To find the supplier you wish to reject, select the appropriate search criteria, and click in the toolbar. 2. Click the appropriate supplier row. The supplier details are displayed on the Supplier Information pane. 3. Check that you really do not want to establish a connection with this supplier. 4. Click to reject the connection. An e mail notification about the rejection is sent to the supplier. Inviting Registered Suppliers Location: Administration > Suppliers page 1. To view all registered suppliers, select Registered from the Status drop down list and click in the toolbar. 2. Click the appropriate supplier row. The supplier details are displayed on the Supplier Information pane. 3. Select the customer you want to activate the supplier for in the information pane on the right hand side. 4. Select the modules that you want to activate for the supplier. 5. Click to activate the connection to this supplier. The supplier will receive an e mail with the activation information. Copyright Basware Corporation. All rights reserved. 5

6 Inviting Non registered Suppliers Location: Download > Templates and Administration > Supplier Invitations pages Non registered suppliers are suppliers who are using Supplier Portal, but have not registered for your organization. On the Supplier Invitations page, you can invite them to register as your supplier. 1. On the Download > Templates page, click next to the supplier invitations template. The file download dialog box opens. 2. Either open the file directly or save it to your local disk as an Excel file. 3. Fill in the template. E mail is a mandatory field. 4. Save the template on your computer. 5. To upload the template file, click Upload on the Administration > Supplier Invitations page, browse to the file, and select the file. 6. Click OK. A list of suppliers is displayed in the grid. 7. Select the supplier that you want to invite. The row is marked as green. 8. To select from which company you want to send the invitation: a. Click next to the Invited for customer(s) field. The Select Customer(s) dialog box opens. b. Select the customers and click OK. 9. If you want to include your own comments, type them into the Send with comments field. 10. To send the invitation, click. You can track the status of the supplier s response on the right hand side information pane by selecting the invited supplier. Configuring an Invoice Template for All Suppliers Location: Administration > Company Profile page 1. In the Company Information panel, select Invoice Template Configuration tab. 2. From the Invoice Type drop down list, select the invoice type you want to modify. 3. In the Invoice Header Fields panel, configure the properties of the fields: Data Field: Name of the field. This field is defined in Supplier Portal and cannot be changed. Visible: Check to make the field visible. Read only: Check to prevent the user from changing the contents of the field. Mandatory: Check to define the field as mandatory. The user must always fill in mandatory fields. Position: Defines the position of the field. Field with position value of 1 appears first on the template. 4. In the Invoice Line Fields panel, configure the fields that appear on the invoice line level. Invoice line fields use the same properties as invoice header fields. 5. Click to save any changes you have made to the invoice template. 6. Click Apply New Template to publish the changes to all suppliers. Copyright Basware Corporation. All rights reserved. 6

7 Configuring an Invoice Template for Single Supplier Location: Administration > Suppliers page 1. Click. A list of all your suppliers will be displayed under Search Results. To limit the number of search result, 2. Select the customer, whose invoice template you want to modify. 3. In the Supplier Information panel, select Invoice Template Configuration tab. 4. From the Invoice Type drop down list, select the invoice type you want to modify. 5. In the Invoice Header Fields panel, configure the properties of the fields: Data Field: Name of the field. This field is defined in Supplier Portal and cannot be changed. Visible: Check to make the field visible. Read only: Check to prevent the user from changing the contents of the field. Mandatory: Check to define the field as mandatory. The user must always fill in mandatory fields. Position: Defines the position of the field. Field with position value of 1 appears first on the template. 6. In the Invoice Line Fields panel, configure the fields that appear on the invoice line level. Invoice line fields use the same properties as invoice header fields. 7. Click to save any changes you have made to the invoice template. 8. Click Apply New Template to publish the changes to the selected supplier. Activating price and quantity restrictions for all suppliers Location: Administration > Company profile By activating price and quantity restrictions, you can allow suppliers to ship a different number of products or products with a different value than was originally ordered. The tolerance percentage, set when the restrictions are activated, defines how much the price and quantity can differ from values used in the original order. 1. In the Supplier Information panel, select Settings tab. 2. Define the restrictions that you want to enable: a. To enable price restriction, tick the Enable price restriction check box. To define how much the total sum can differ from the original order, enter a percentage in the Allowed price tolerance (%) text box. b. To enable quantity restriction, tick the Enable quantity restriction check box. To define how much the amount of items can differ from the original order, enter a percentage in the Allowed quantity tolerance (%) text box. 3. Click to save the changes. Copyright Basware Corporation. All rights reserved. 7

8 Activating price and quantity restrictions for a single supplier Location: Administration > Suppliers By activating price and quantity restrictions, you can allow suppliers to ship a different number of products or products with a different value than was originally ordered. The tolerance percentage, set when the restrictions are activated, defines how much the price and quantity can differ from values used in the original order. 1. Click. A list of all your suppliers will be displayed under Search Results. You can use search terms to limit the number of search results. 2. Select the supplier to whom you want to enable price and/or quantity restrictions. 3. In the Supplier Information panel, select Settings tab. 4. Define the restrictions that you want to enable: a. To enable price restriction, tick the Enable price restriction check box. To define how much the total sum can differ from the original order, enter a percentage in the Allowed price tolerance (%) text box. b. To enable quantity restriction, tick the Enable quantity restriction check box. To define how much the amount of items can differ from the original order, enter a percentage in the Allowed quantity tolerance (%) text box. 5. Click to save the changes. Copyright Basware Corporation. All rights reserved. 8

9 Downloading User Guides Location: Downloads > User Guides page You can download Supplier Portal user guides in PDF format to your computer. To download a guide, click next to the file name. The guide opens in Adobe Reader. Copyright Basware Corporation. All rights reserved. 9

10 Contact Information If you cannot find the information you are looking for in this document, please contact the Basware HelpDesk. The HelpDesk personnel will assist you in using the application and send all suggestions for improvement related to the applications or documentation to the supplier of the system. To find the contact information of your local Basware HelpDesk, visit our website Copyright Basware Corporation. All rights reserved. 10

Training Manual for Purchase Order to Invoice EZBuy Supplier Self-Services (SUS) Portal. Submitted by: Bristlecone

Training Manual for Purchase Order to Invoice EZBuy Supplier Self-Services (SUS) Portal. Submitted by: Bristlecone Training Manual for Purchase Order to Invoice EZBuy Supplier Self-Services (SUS) Portal Submitted by: Bristlecone Contents 1. How to Login to Supplier Self Services (SUS) Portal:... 3 2. How to Search

More information

Supplier Frequently Asked Questions

Supplier Frequently Asked Questions 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

More information

Shell Card Online e-invoicing Service User Manual. Version 2.7

Shell Card Online e-invoicing Service User Manual. Version 2.7 User Manual Version 2.7 October 2012 Contents 1 To Access Shell Card Online e-invoicing Service... 3 1.1 How to access e-invocing service via Shell Card Online... 3 1.2 What to do if you forget your password...

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

Document Management. User Guide. Etz Support Team June 2012

Document Management. User Guide. Etz Support Team June 2012 Document Management User Guide Etz Support Team June 2012 This guide shows how to set up your Document Management module and explains how to apply and manage documents through your Etz system. Contents

More information

ver 11.03.10 LONE STAR COLLEGE SYSTEM ISTAR SUPPLIER/BIDDER PORTAL INFORMATION PACKET A Company s Guide to istar Lone Star College System

ver 11.03.10 LONE STAR COLLEGE SYSTEM ISTAR SUPPLIER/BIDDER PORTAL INFORMATION PACKET A Company s Guide to istar Lone Star College System ver 11.03.10 LONE STAR COLLEGE SYSTEM ISTAR SUPPLIER/BIDDER PORTAL INFORMATION PACKET A Company s Guide to istar Lone Star College System 1 TABLE OF CONTENTS Chapter CONTACTS......................................................................

More information

Document Services Online Customer Guide

Document Services Online Customer Guide Document Services Online Customer Guide Logging in... 3 Registering an Account... 3 Navigating DSO... 4 Basic Orders... 5 Getting Started... 5 Attaching Files & Print Options... 7 Advanced Print Options

More information

How to Register as a Trademark Holder or Trademark Agent

How to Register as a Trademark Holder or Trademark Agent How to Register as a Trademark Holder or Trademark Agent 13/02/2014 Version 2.0 Table of contents 1. Introduction 3 2. How to register with the Clearinghouse 4 5 Step 1: General registration information

More information

Responding to RFQs/ITBs on the KNPC esourcing Portal and Sending Clarification Messages. Quick User Guide. Version 1.0

Responding to RFQs/ITBs on the KNPC esourcing Portal and Sending Clarification Messages. Quick User Guide. Version 1.0 Responding to RFQs/ITBs on the KNPC esourcing Portal and Sending Clarification Messages Quick User Guide Version 1.0 January 2014 Visit https://esourcing.knpc.com and login to the KNPC esourcing Portal.

More information

Supplier Management System User Guide

Supplier Management System User Guide Supplier Management System User Guide Copyright 2007-2010 by CVM Solutions LLC. All Rights Reserved. The material contained in this document is proprietary data and is the intellectual property of CVM

More information

Benefits of Supplier Portal

Benefits of Supplier Portal Supplier portal Content 3 Common 4 Benefits of Supplier Portal 5-10 How to make registration 11-22 How to create invoice via Portal 23 Example of the invoice when it s received in Metsä 2 Common Supplier

More information

eproc strategic procurement Supplier - Quick Reference Guide Version 3.0

eproc strategic procurement Supplier - Quick Reference Guide Version 3.0 eproc strategic procurement Supplier - Quick Reference Guide Version 3.0 1 Overview of eproc 2 How to register in eproc 3 First Connection 4 How to perform the main activities 5 Contact and Help 2 1 Overview

More information

Application for accreditation of a Voluntary Product Stewardship Arrangement

Application for accreditation of a Voluntary Product Stewardship Arrangement Application for accreditation of a Voluntary Product Stewardship Arrangement User s guide for completing the online application Welcome to the PSOnline application for accreditation of a Voluntary Product

More information

EPS SELLER MANUAL FOR SAIL PLANT

EPS SELLER MANUAL FOR SAIL PLANT EPS SELLER MANUAL FOR SAIL PLANT 1. How to log in to EPS (Limited and Open Tenders)? For logging in please visit https://procurement.metaljunction.com Click on SIGN IN For Limited Tenders : For Limited

More information

VIDA ADMIN HELP CONTENTS

VIDA ADMIN HELP CONTENTS CONTENTS 1 INTRODUCTION... 4 2 OVERVIEW FOR NEW VIDA ADMIN USERS... 5 2.1 Company... 5 2.2 User... 5 2.3 VIDA All-in-one... 5 2.4 VIDA on Web... 5 2.5 Subscription... 6 2.5.1 Subscription to VIDA All-in-one...

More information

Supplier Guidance on using Procserve

Supplier Guidance on using Procserve Supplier Guidance on using Procserve Since commencement of the new Low Value Provision (LVP) process, DWP Shared Services have developed the following guidance to assist new suppliers register and transact

More information

E-Commerce Installation and Configuration Guide

E-Commerce Installation and Configuration Guide E-Commerce Installation and Configuration Guide Rev: 2011-05-19 Sitecore E-Commerce Fundamental Edition 1.1 E-Commerce Installation and Configuration Guide A developer's guide to installing and configuring

More information

Introduction to Client Online. Factoring Guide

Introduction to Client Online. Factoring Guide Introduction to Client Online Factoring Guide Contents Introduction 3 Preparing for Go live 3 If you have any questions 4 Logging In 5 Welcome Screen 6 Navigation 7 Navigation continued 8 Viewing Your

More information

Eastern Bank TreasuryConnect Security Center User Manual

Eastern Bank TreasuryConnect Security Center User Manual Eastern Bank TreasuryConnect Security Center User Manual This user manual provides instructions for using the Password Reset feature and accessing services found within the Security Center Group. The services

More information

Swisscom Mobile Device Services Quick Start Guide: Set-up Remote Management basic. Mobile Device Services Februar 2014

Swisscom Mobile Device Services Quick Start Guide: Set-up Remote Management basic. Mobile Device Services Februar 2014 Swisscom Mobile Device Services Quick Start Guide: Set-up Remote Management basic Mobile Device Services Februar 2014 Contents 2 Login «Welcome to Swisscom MDS» First steps Step 1: Installing the MDM certificate

More information

Bitrix Site Manager ASP.NET. Installation Guide

Bitrix Site Manager ASP.NET. Installation Guide Bitrix Site Manager ASP.NET Installation Guide Contents Introduction... 4 Chapter 1. Checking for IIS Installation... 5 Chapter 2. Using An Archive File to Install Bitrix Site Manager ASP.NET... 7 Preliminary

More information

www.etenders.gov.ie Electronic Tender Management System Quick User Guide Supplier

www.etenders.gov.ie Electronic Tender Management System Quick User Guide Supplier Electronic Tender Management System Quick User Guide Supplier Page 1 Contents 1. Using the system 1.1 1.2 Supplier registration Finding published tenders 2. Responding to a public advertisement / notice

More information

3. The List of all users created in your organisation will be displayed. To create a new user click on the New User button.

3. The List of all users created in your organisation will be displayed. To create a new user click on the New User button. Create a Service Portal user The User Admin security role in Service Portal allows you to create new users, edit existing user profiles and reset passwords. This procedure describes a process of creating

More information

Administrator Instructions for Link2CDMS Contractor Document Management System

Administrator Instructions for Link2CDMS Contractor Document Management System Table of Contents Administrator Instructions for Link2CDMS Contractor Document Management System Getting Started... 2 Viewing Your Approvals Dashboard... 2 Specifying Contractor Approval Status... 7 Adding

More information

DarwiNet Client Level

DarwiNet Client Level DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4

More information

Table of Contents. Visma Software International Contents

Table of Contents. Visma Software International Contents User Guide Visma Software International Contents Table of Contents Visma Approval Center... 3 Visma On Demand initialisation... 3 Visma On Demand provisioning interface... 3 User groups...3 Users... 6

More information

E-Commerce Installation and Configuration Guide

E-Commerce Installation and Configuration Guide E-Commerce Installation and Configuration Guide Rev: 2012-02-17 Sitecore E-Commerce Services 1.2 E-Commerce Installation and Configuration Guide A developer's guide to installing and configuring Sitecore

More information

Sitecore E-Commerce Cookbook

Sitecore E-Commerce Cookbook Sitecore E-Commerce Cookbook Rev: 2013-07-23 Sitecore E-Commerce Services 2.1 on CMS 7.0 Sitecore E-Commerce Cookbook A marketer's guide to Sitecore E-Commerce Services Sitecore E-Commerce Cookbook Table

More information

Sitecore E-Commerce Cookbook

Sitecore E-Commerce Cookbook Sitecore E-Commerce Cookbook Rev: 2010-11-12 Sitecore E-Commerce Fundamental Edition 1.0.1 Sitecore E-Commerce Cookbook A marketer's guide to the Sitecore E-Commerce Fundamental Edition Sitecore E-Commerce

More information

WMATA Supplier Portal. Account Management

WMATA Supplier Portal. Account Management 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

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

ONSITE TRACK EASY NCIG Contractor Management Portal Portal User Guide: Company Registration. http://www.ncigcontractors.com.

ONSITE TRACK EASY NCIG Contractor Management Portal Portal User Guide: Company Registration. http://www.ncigcontractors.com. ONSITE TRACK EASY NCIG Contractor Management Portal Portal User Guide: Company Registration http://www.ncigcontractors.com.au 1300 306 384 CONTENTS Overview... 2 Login (for companies existing companies)...

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

USER MANUAL KNOWLEDGE CENTER - PORTAL

USER MANUAL KNOWLEDGE CENTER - PORTAL User manual for Knowledge Center (Portal for Distributors) Page 1 USER MANUAL FOR KNOWLEDGE CENTER - PORTAL FOR DISTRIBUTORS VERSION 3.1 PREPARED BY IVAN TAGILTSEV (IT CONSULTANT) GIVEN IMAGING LTD 02-02-12

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

ONSITE TRACK EASY Retail FM Contractor Management Portal Portal User Guide: Company Registration. http://wowcontractor.com.au/retail-fm/ 1300 291 561

ONSITE TRACK EASY Retail FM Contractor Management Portal Portal User Guide: Company Registration. http://wowcontractor.com.au/retail-fm/ 1300 291 561 ONSITE TRACK EASY Retail FM Contractor Management Portal Portal User Guide: Company Registration http://wowcontractor.com.au/retail-fm/ 1300 291 561 CONTENTS Overview... 3 Login (for companies existing

More information

ONSITE TRACK EASY Campbell Arnott s Contractor Management Portal Portal User Guide: Company Registration

ONSITE TRACK EASY Campbell Arnott s Contractor Management Portal Portal User Guide: Company Registration ONSITE TRACK EASY Campbell Arnott s Contractor Management Portal Portal User Guide: Company Registration http://campbellsarnottscontractor.com.au 1300 305 072 CONTENTS Overview... 2 Login (for companies

More information

NHSP:Online. Agency Rates Approver. NHSP:Online. Agency Rates Approver V1.3 Issued December 2012 Page 1 of 15

NHSP:Online. Agency Rates Approver. NHSP:Online. Agency Rates Approver V1.3 Issued December 2012 Page 1 of 15 Agency Rates Approver Page 1 of 15 Contents Page 1.0 Getting Started..3 2.0 Notifications...6 3.0 Viewing & Approving Agency Contracts...7 3.1 Querying Agency Rates.....9 3.2 Authorising an Agency Rates

More information

ESMO Online event registration instructions Register someone else or few participants (1-9 persons)

ESMO Online event registration instructions Register someone else or few participants (1-9 persons) ESMO Online event registration instructions Register someone else or few participants (1-9 persons) INDEX Registration requirements... Page 2 1. Account with ESMO... Page 3 2. Login into your personal

More information

POINT OF SALES SYSTEM (POSS) USER MANUAL

POINT OF SALES SYSTEM (POSS) USER MANUAL Page 1 of 24 POINT OF SALES SYSTEM (POSS) USER MANUAL System Name : POSI-RAD System Release Version No. : V4.0 Total pages including this covering : 23 Page 2 of 24 Table of Contents 1 INTRODUCTION...

More information

Optum Patient Portal. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2013 Optum. All rights reserved. Updated: 3/7/13

Optum Patient Portal. 70 Royal Little Drive. Providence, RI 02904. Copyright 2002-2013 Optum. All rights reserved. Updated: 3/7/13 Optum Patient Portal 70 Royal Little Drive Providence, RI 02904 Copyright 2002-2013 Optum. All rights reserved. Updated: 3/7/13 Table of Contents 1 Patient Portal Activation...1 1.1 Pre-register a Patient...1

More information

WatchDox Administrator's Guide. Application Version 3.7.5

WatchDox Administrator's Guide. Application Version 3.7.5 Application Version 3.7.5 Confidentiality This document contains confidential material that is proprietary WatchDox. The information and ideas herein may not be disclosed to any unauthorized individuals

More information

Secure File Transfer Guest User Guide Updated: 5/8/14

Secure File Transfer Guest User Guide Updated: 5/8/14 Secure File Transfer Guest User Guide Updated: 5/8/14 TABLE OF CONTENTS INTRODUCTION... 3 ACCESS SECURE FILE TRANSFER TOOL... 3 REGISTRATION... 4 SELF REGISTERING... 4 REGISTER VIA AN INVITATION SENT BY

More information

PROACTIS: Supplier User Guide Contract Management

PROACTIS: Supplier User Guide Contract Management PROACTIS: Supplier User Guide Contract Management Contents Introduction Why PROACTIS Contract Management Tender award Updating Contractor details Accepting tender award Accepting / rejecting the contract

More information

Last Updated on 11/06/2008. www.jobprotech.com

Last Updated on 11/06/2008. www.jobprotech.com Last Updated on 11/06/2008 www.jobprotech.com Copyright JobPro Technology, 2008 How to Use this Guide This manual is designed as a reference for JobPro customers. It is not intended to be a replacement

More information

Job Aid: Password Reset

Job Aid: Password Reset Job Aid: Password Reset Purpose The purpose of this Job Aid is to guide users through the step-by-step process of enabling security questions and resetting their passwords. In this Job Aid, you will learn

More information

Vodafone Bulk Text. User Guide. Copyright Notice. Copyright Phonovation Ltd

Vodafone Bulk Text. User Guide. Copyright Notice. Copyright Phonovation Ltd Vodafone Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd Important Notice: The Information contained in this document is subject to change without notice and should not be construed as

More information

Internal User Guide. AECsoft USA, Inc 1776 Yorktown Ste 435 Houston, TX 77056 1-800-233-1121

Internal User Guide. AECsoft USA, Inc 1776 Yorktown Ste 435 Houston, TX 77056 1-800-233-1121 AECsoft USA, Inc 1776 Yorktown Ste 435 Houston, TX 77056 1-800-233-1121 Table of Contents Internal User Guide Outlook... 3 Supplier... 4 Search Supplier... 4 Simple Search... 4 Advanced Search... 4 Dynamic

More information

EBMS Secure Email. February 11, 2016 Instructions. Version 2

EBMS Secure Email. February 11, 2016 Instructions. Version 2 February 11, 2016 Instructions Version 2 Table of Contents Secure Email Upgrade... 3 Receiving Secure Email... 3 Viewing Past Secure Emails... 3 One-Time Registration... 4 Registration Screen... 5 Viewing

More information

NEWPORT CITY COUNCIL EMPLOYEE SELF SERVICE (ESS) USER GUIDE VERSION 2.0 (APRIL 2015)

NEWPORT CITY COUNCIL EMPLOYEE SELF SERVICE (ESS) USER GUIDE VERSION 2.0 (APRIL 2015) NEWPORT CITY COUNCIL EMPLOYEE SELF SERVICE (ESS) USER GUIDE VERSION 2.0 (APRIL 2015) INTRODUCTION Employee Self Service (ESS) is a module of the itrent integrated HR and Payroll system that is managed

More information

WIDA Assessment Management System (WIDA AMS)

WIDA Assessment Management System (WIDA AMS) WIDA Assessment Management System (WIDA AMS) User Guide, Part 1 Data Recognition Corporation (DRC) 13490 Bass Lake Road Maple Grove, MN 55311 Direct: 1-855-787-9615 https://www.wida-ams.us Revision Date:

More information

Applicants: How to apply for a Commonwealth PhD Scholarship

Applicants: How to apply for a Commonwealth PhD Scholarship Applicants: How to apply for a Commonwealth PhD Scholarship Log On/Register Apply for a Scholarship A. Application Details B. Personal Information C. Career To Date D. References E. Endorsement F. Proposed

More information

Supply Network Collaboration. Daily Processing Quick Guide For Suppliers

Supply Network Collaboration. Daily Processing Quick Guide For Suppliers Supply Network Collaboration Daily Processing Quick Guide For Suppliers Supply Network Collaboration Daily Processing Quick Guide Supply Network Collaboration (SNC) is a web-based SAP application that

More information

Guidance on using the etendering system to respond to the Duty Provider Crime Contract Invitations To Tender (ITTs)

Guidance on using the etendering system to respond to the Duty Provider Crime Contract Invitations To Tender (ITTs) Guidance on using the etendering system to respond to the Duty Provider Crime Contract Invitations To Tender (ITTs) 1. Overview All Tenders must be completed and submitted using our etendering system.

More information

LAA etendering supporting guidance

LAA etendering supporting guidance LAA etendering supporting guidance Please note, the information provided in this supporting guidance is only intended to be general summary information for any prospective supplier for any LAA contract.

More information

How to Create User-Defined Fields and Tables

How to Create User-Defined Fields and Tables SAP Business One How-To Guide PUBLIC How to Create User-Defined Fields and Tables Applicable Release: SAP Business One 8.8 All Countries English July 2009 Table of Contents Creating User-Defined Fields

More information

Department of Defense Travel Card Citibank Electronic Access System. APC Setup Guide

Department of Defense Travel Card Citibank Electronic Access System. APC Setup Guide Department of Defense Travel Card Citibank Electronic Access System APC Setup Guide Version 6.0 18 December 2008 Introduction This guide was developed to allow you to effectively use Citi s EAS. You will

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

InfoPrint isupplier Portal Training

InfoPrint isupplier Portal Training 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

More information

e-invoicing Online Billing

e-invoicing Online Billing e-invoicing Online Billing For any assistance please contact Email: Tel: Contents Welcome to Online Billing 3 Registering for Online Billing 4 einvoicing and epayment 10 Logging in 11 Accessing your new

More information

GlobalSign Enterprise PKI Support. GlobalSign Enterprise Solution EPKI Administrator Guide v2.4

GlobalSign Enterprise PKI Support. GlobalSign Enterprise Solution EPKI Administrator Guide v2.4 GlobalSignEnterprisePKISupport GlobalSignEnterpriseSolutionEPKIAdministratorGuidev2.4 1 TABLE OF CONTENTS GETTING STARTED... 3 ESTABLISHING EPKI SERVICE... 3 EPKI ADMINISTRATOR/USER CERTIFICATE... 4 ESTABLISHING

More information

Purchase to Pay (P2P) Supplier Training Guide

Purchase to Pay (P2P) Supplier Training Guide Purchase to Pay (P2P) Supplier Training Guide Content Content... 2 What is the Coupa Supplier Network (CSN)?... 3 Invitation to the CSN... 3 CSN registration... 4 Take Tour... 6 The Menu icon... 7 Updating

More information

User Manual. CitiDirect \ CitiDirect EB - Citi Trade Portal. InfoTrade Phone No. 0 801 258 369 infotrade@citi.com

User Manual. CitiDirect \ CitiDirect EB - Citi Trade Portal. InfoTrade Phone No. 0 801 258 369 infotrade@citi.com CitiDirect \ CitiDirect EB - Citi Trade Portal User Manual InfoTrade Phone No. 0 801 258 369 infotrade@citi.com CitiDirect HelpDesk Phone No. 0 801 343 978, +48 (22) 690 15 21 Monday Friday 8.00 17.00

More information

Getting Started With SAM Director SAM Director User Guide

Getting Started With SAM Director SAM Director User Guide Getting Started With SAM Director SAM Director User Guide Copyright 2014 License Dashboard Limited. License Dashboard Limited is a trading subsidiary of the Blenheim Group. License Dashboard Limited -

More information

IBM TRIRIGA Version 10.3. Procurement Management User Guide. Copyright IBM Corp. 2011 i

IBM TRIRIGA Version 10.3. Procurement Management User Guide. Copyright IBM Corp. 2011 i IBM TRIRIGA Version 10.3 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 192. This edition

More information

MySupplier Portal. MySupplier Portal is the new standard method for contacting Pitney Bowes Accounts Payable. https://ap.mysupplierportal.

MySupplier Portal. MySupplier Portal is the new standard method for contacting Pitney Bowes Accounts Payable. https://ap.mysupplierportal. MySupplier Portal Pitney Bowes is pleased to announce a new service for our suppliers. Our new Supplier Portal enables companies who supply Pitney Bowes with goods or services to view invoice status over

More information

INFORMATION SYSTEMS SERVICE NETWORKS AND TELECOMMUNICATIONS SECTOR. User Guide for the RightFax Fax Service. Web Utility

INFORMATION SYSTEMS SERVICE NETWORKS AND TELECOMMUNICATIONS SECTOR. User Guide for the RightFax Fax Service. Web Utility INFORMATION SYSTEMS SERVICE NETWORKS AND TELECOMMUNICATIONS SECTOR User Guide for the RightFax Fax Service Web Utility August 2011 CONTENTS 1. Accessing the Web Utility 2. Change Password 3. Web Utility:

More information

How to notify an applicant from the system via

How to notify an applicant from the system via How to notify an applicant from the system via email The erecruitment software has the functionality to email applicants from within the system. Some examples of emails available to use are: Invite to

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

Table of Contents. Visma Software International Contents

Table of Contents. Visma Software International Contents User Guide Visma Software International Contents Table of Contents Visma Approval Center... 3 Visma On Demand initialisation... 3 Visma On Demand provisioning interface... 3 User groups...3 Users... 6

More information

Supplier Guide to the IDeA:marketplace. Version 2.0

Supplier Guide to the IDeA:marketplace. Version 2.0 Supplier Guide to the IDeA:marketplace Version 2.0 November 2006 Overview The IDeA:marketplace provides the education sector with a one-stop electronic shopping mall for goods and services. It is a powerful,

More information

Unified Monitoring Portal Online Help Account Admin

Unified Monitoring Portal Online Help Account Admin Unified Monitoring Portal Online Help Account Admin This PDF file contains content from the Unified Monitoring Portal (UMP) Online Help system. It is intended only to provide a printable version of the

More information

THE SAP SRM (SUPPLIER RELATIONSHIP MANAGEMENT) SUPPLIER S USER GUIDE

THE SAP SRM (SUPPLIER RELATIONSHIP MANAGEMENT) SUPPLIER S USER GUIDE THE SAP SRM (SUPPLIER RELATIONSHIP MANAGEMENT) SUPPLIER S USER GUIDE Table of Contents 1 INTRODUCTION... 2 1.1 The KPA ICT development... 2 1.2 The SAP SRM (E-Procurement)... 2 2 GETTING STARTED IN SRM...

More information

COST MANAGER A GUIDE TO PAPERLESS BILLING

COST MANAGER A GUIDE TO PAPERLESS BILLING COST MANAGER A GUIDE TO PAPERLESS BILLING Focus on Cost Manager Monthly SWITCHING TO ONLINE BILLS Your online bills are available through COST MANAGER Cost Manager is a web based bill reporting tool that

More information

MARKETING SERVICES REGISTER

MARKETING SERVICES REGISTER MARKETING SERVICES REGISTER MARKETING ONLINE SYSTEM SUPPLIER GUIDELINES Version Control Version Number Author Date Released Changes 1.0 Veronica Bilbao 26 November 2013 1 Table of Contents I. PURPOSE...3

More information

ECHA Accounts Manual for Industry Users

ECHA Accounts Manual for Industry Users ECHA Accounts Manual for Industry Users 2 ECHA Accounts Manual Version Changes Date 1.0 First release September 2014 2.0 Update December 2014 3.0 Update June 2016 ECHA Accounts Manual for Industry Users

More information

Terex Management System (TMS)

Terex Management System (TMS) Terex Management System (TMS) TMS ecommerce Version 2.1 User Manual Electronic Spare Parts Catalog and Ordering Platform Terex Compact (Schaeff) Terex Fuchs Table of Contents Course Overview... 1 Overview

More information

UNFCCC Online Registration System

UNFCCC Online Registration System UNFCCC Online Registration System Parties and Observer States User Manual Release 1.3.4 April 2011 Page 1 of 36 Table of Contents 1 Overview... 3 1.1 What the System does for you... 3 1.2 What you do with

More information

Access ACS 101 Day 2: Online Giving, Event Registration, Serving & Connections

Access ACS 101 Day 2: Online Giving, Event Registration, Serving & Connections Access ACS 101 Day 2: Online Giving, Event Registration, Serving & Connections Copyright Copyright 2013 ACS Technologies Group, Inc. All rights reserved. Reproduction of any part of this publication by

More information

InSite Prepress Portal

InSite Prepress Portal InSite Prepress Portal System Version 7.0 Quick Start Guide English 2015-05-12 Legal information Copyright Trademarks Kodak, 2015. All rights reserved. Some documentation is distributed in Portable Document

More information

How to Export Folders from LAUSD Web Mail (Note: If you need assistance, please call the ITD HelpDesk at 323-224-2277, option 7.)

How to Export Folders from LAUSD Web Mail (Note: If you need assistance, please call the ITD HelpDesk at 323-224-2277, option 7.) How to Export Folders from LAUSD Web Mail (Note: If you need assistance, please call the ITD HelpDesk at 323-224-2277, option 7.) The following instructions are written for Outlook Express. If you use

More information

Computer Department. User Guide for Iscar E-Commerce site (TOOLSHOP) 1. Introducing. 2. Registration/login. 3. Start purchasing. 4.

Computer Department. User Guide for Iscar E-Commerce site (TOOLSHOP) 1. Introducing. 2. Registration/login. 3. Start purchasing. 4. User Guide for Iscar E-Commerce site (TOOLSHOP) Title 1. Introducing 2. Registration/login 3. Start purchasing 4. Purchasing steps 5. Submitting the order 6. Order confirmation 7. Order status 8. Distributors

More information

ProjectDox Online: A User s Guide Last update: 11/1/2013

ProjectDox Online: A User s Guide Last update: 11/1/2013 ProjectDox Online: A User s Guide Last update: 11/1/2013 1 Table of Contents ProjectDox Online: A User s Guide... 1 Logging into the System... 2 Using the System Viewing Project Folders and Files... 4

More information

TriCore Secure Web Email Gateway User Guide 1

TriCore Secure Web Email Gateway User Guide 1 TriCore Secure Web Email Gateway User Guide This document provides information about TriCore Secure Web Email Gateway. This document is for users who are authorized to send and receive encrypted email

More information

Impreso: 22/02/2011 Página 1 de 19. Origen: FSC Versión: 2011-v3 EBILLING FAQ

Impreso: 22/02/2011 Página 1 de 19. Origen: FSC Versión: 2011-v3 EBILLING FAQ Impreso: 22/02/2011 Página 1 de 19 EBILLING FAQ Impreso: 22/02/2011 Página 2 de 19 Contents 1. Which web page you should access to upload the invoices... 3 2. Invoice management... 4 2.1 How to create

More information

Marketplace Plug-in User Guide

Marketplace Plug-in User Guide Marketplace Plug-in User Guide A guide to using Marketplace plug-in interface Last Updated: September 30, 2014 Version 1.0 2013-2004 Cybage. All rights reserved. The information contained in this document

More information

Quick Start Guide to Logging in to Online Banking

Quick Start Guide to Logging in to Online Banking Quick Start Guide to Logging in to Online Banking Log In to Internet Banking: Note: The first time you log in you are required to use your Customer ID. Your Customer ID is the primary account holder s

More information

http://portal.exxonmobil.com eom User Training

http://portal.exxonmobil.com eom User Training http://portal.exxonmobil.com eom User Training Secure access to the ExxonMobil portal Enter your username: eu... Enter your password ************ Click Login Click the oil drop icon. (or the Buy Lubricants

More information

emobile Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd

emobile Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd emobile Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd Important Notice: The Information contained in this document is subject to change without notice and should not be construed as a

More information

rma_product_return version BoostMyShop

rma_product_return version BoostMyShop rma_product_return version BoostMyShop June 30, 2016 Contents rma_product_return 1 1. Overview 1 Return Merchandise Authorized Request 1 Accept return 1 Process a return 1 Other features 1 2. Installation

More information

NHSP:Online. Uploading Agency Rates. NHSP:Online. Agency Rates Admin V2.2 Issued December 2012 Page 1 of 31

NHSP:Online. Uploading Agency Rates. NHSP:Online. Agency Rates Admin V2.2 Issued December 2012 Page 1 of 31 Uploading Agency Rates Page 1 of 31 Contents Page 1.0 Getting Started...3 2.0 Notifications...6 3.0 Downloading a Blank Template...7 4.0 Filling out your rates template...8 5.0 Uploading your completed

More information

To create User who have already been registered with OCR and have received Registration Number can follow the following steps.

To create User who have already been registered with OCR and have received Registration Number can follow the following steps. 3 Post Registration 3.1 Create User To create User who have already been registered with OCR and have received Registration Number can follow the following steps. Figure 50: Link for new User Registration

More information

irecruitment User Guide for External Applicants and Former FAO Employees

irecruitment User Guide for External Applicants and Former FAO Employees IRECRUITMENT irecruitment User Guide for External Applicants and Former FAO Employees March 2011 For enquiries contact irecruitment@fao.org 1 OF 29 1 Table of Contents You can search within this Guidelines

More information

CGI Advantage Vendor Self Service. Vendor Maintenance Guide Release 3.9

CGI Advantage Vendor Self Service. Vendor Maintenance Guide Release 3.9 CGI Advantage Vendor Self Service Vendor Maintenance Guide Release 3.9 CGI Advantage Vendor Self Service Vendor Maintenance Guide Release 3.9 1. Account Access... 5 1.1. Log In to VSS... 5 1.2. Vendor

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

PCS-Tender Supplier Response Guide

PCS-Tender Supplier Response Guide PCS-Tender Supplier Response Guide Version 3.0 June 2016 Page 1 Contents Creating a Response to a Tender... 3 The Settings Area... 3 Saving a Response... 5 Qualification Envelope Example... 5 Technical

More information

HP ALM. Software Version: Business Views Microsoft Excel Add-in User Guide

HP ALM. Software Version: Business Views Microsoft Excel Add-in User Guide HP ALM Software Version: 12.20 Business Views Microsoft Excel Add-in User Guide Document Release Date: December 2014 Software Release Date: December 2014 Legal Notices Warranty The only warranties for

More information

etendersni service is provided by CPD and will be available for all public sector organisations

etendersni service is provided by CPD and will be available for all public sector organisations Tendering portal for the NI public sector etendersni service is provided by CPD and will be available for all public sector organisations NI central government departments, agencies and arm s length bodies

More information

Ariba Network Account Configuration Guide

Ariba Network Account Configuration Guide Ariba Network Account Configuration Guide Topics 1. Log in Ariba Supplier Website 2. Company Profile 3. Account Settings 4. Network Settings 5. My Account 6. Test Account Creation 7. Enablement Tasks 8.

More information

ADIB Learning Management System

ADIB Learning Management System ADIB Learning Management System Employee User Manual ADIB Academy Application 1 P a g e Table of Contents 1. Learning Management System (LMS) Overview:... 3 1.1 LMS Login Page:... 3 1.2 Logout:... 3 1.3

More information