General Dynamics Armament & Technical Products 8/30/2010

Transcription

1 Supplier s Guide to isupplier Portal General Dynamics Armament & Technical Products 8/30/2010 Page 1 of 192 8/30/2010

2 Contents Procurement Notification Workflow... 6 Purchase Order Entry and Acknowledgement... 6 Purchase Order Change Request from Supplier... 7 Purchase Order Change Request from Buyer... 8 Notifications Which Do Not Require a Response... 9 Reassigning Notifications to Another User Requesting More Information Based on a Notification Supplier Logging On from Registration Log On from Supplier Setting User Preferences Navigate to Preferences Set Preferences Supplier Acknowledging Purchase Order Navigate to Purchase Orders Search for Purchase Orders to Acknowledge Review Purchase Order Information / Review Printable Purchase Order Acknowledge the Purchase Order Supplier Submitting Purchase Order Change Request Navigate to Purchase Orders Submit a Change Request Supplier Submitting Work Order Change Request Navigate to Work Orders Request Changes to Work Order Supplier Processing Notifications Navigate to Home Page Review Notifications Approve a Notification Reject a Notification Supplier Creating Advance Shipment Notice Page 2 of 192 8/30/2010

3 Navigate to Create Advance Shipment Notice Create Advance Shipment Notices Supplier Uploading Advance Shipment Notices from Spreadsheet Navigate to Upload Advance Shipment and Billing Notices Download Spreadsheet Templates Prepare an Advance Shipment Notice Spreadsheet for Upload Upload an ASN Spreadsheet Supplier Canceling Advance Shipment Notice Navigate to View/Cancel Advance Shipment Notice Cancel Advance Shipping Notices Supplier Reviewing Purchase Order Information Navigate to Purchase Orders Search for Orders from the Home Page Search for Purchase Orders with Simple Search Search for Purchase Orders with Advanced Search Review PO List Review Attachments for a Purchase Order Review Purchase Order Detail Information (Header) Print the Purchase Order Supplier Reviewing Purchase Order Revision History Navigate to Purchase Order Revision History Search for Purchase Order Revision History Using Simple Search Search for Purchase Order Revision History Using Advanced Search Review Purchase Order Revision History Print a Purchase Order Revision Supplier Reviewing Agreement Information Navigate to Supplier Agreements Search for Supplier Agreements Using Simple Search Search for Supplier Agreements Using Advanced Search Review Agreement Information Review Attachments for an Agreement Page 3 of 192 8/30/2010

4 Review Agreement Detail Information Review Blanket Releases Print the Agreement Supplier Reviewing Work Order Information Navigate to Work Orders Search for Work Orders Review Work Order Information Supplier Reviewing Planned Delivery Information Navigate to Delivery Schedules Search for Delivery Schedule Information with Simple Search Search for Delivery Schedule Information with Advanced Search Supplier Reviewing Shipment Information Navigate to Advance Shipment Notices Search for Advance Shipping Notices with Simple Search Search for Advance Shipping Notices with Advanced Search Review Detailed Shipment Information Supplier Reviewing Receipt Information Navigate to Receipt Transactions Search for Receipts with Simple Search Search for Receipts with Advanced Search Review Receipt Information Supplier Reviewing Overdue Receipt Information Navigate to Overdue Receipts Search for Overdue Receipts with Simple Search Search for Overdue Receipts with Advanced Search Review Overdue Receipt Information Supplier Reviewing On-Time Delivery Information Navigate to On-Time Performance Search for On-Time Performance with Simple Search Search for On-Time Performance with Advanced Search Review On-Time Performance Information Page 4 of 192 8/30/2010

5 Supplier Reviewing Return Information Navigate to Returns Summary Search for Returns with Simple Search Search for Receipts with Advanced Search Review Receipt Information Supplier Reviewing Invoice Information Navigate to Invoice Summary Search for Invoices with Simple Search Search for Invoices with Advanced Search Review Receipt Information Supplier Reviewing Payment Information Navigate to Payment Summary Search for Payments with Simple Search Search for Payments with Advanced Search Review Payment Information Page 5 of 192 8/30/2010

6 Procurement Notification Workflow These workflows describe how notifications operate in Oracle Procurement and the isupplier Portal. Purchase Order Entry and Acknowledgement A supplier can Approve Entire Order or Reject Entire Order in response to a notification of a PO Acknowledgment Request. Buyer enters PO in Oracle E-Business Suite Buyer sets PO terms to require PO Acknowledgement by a specified date PO goes through normal internal approval process PO Approver denies PO PO Approver approves PO Buyer receives Oracle workflow notification of denial Buyer receives Oracle workflow notification of approval Buyer receives notification of supplier s response Pre-designated supplier user receives Oracle workflow PO acknowledgment notification via , and sees identical notification in isupplier Portal PO status advances if supplier accepted Supplier user accepts or rejects PO acknowledgment notification Page 6 of 192 8/30/2010

7 Purchase Order Change Request from Supplier Suppliers can only request a change on the Promised Date. A buyer can Approve, Reject, Request More Information, or Reassign a notification of a PO change request. Supplier enters PO change request in isupplier Portal (Promised Date only) Oracle system sends notification of change request to Buyer Buyer receives notification and sees identical notification in isupplier Portal Buyer accepts or rejects change request Oracle EBS routes notification response back to supplier If buyer accepted change request, PO is amended Page 7 of 192 8/30/2010

8 Purchase Order Change Request from Buyer Buyers can change the Requested Date, or make minor changes to the Quantity Requested (additions only, not subtractions). Suppliers can Approve or Reject the buyer s requested changes. Buyer enters PO change request in Oracle EBS Forms (Requested Date/Quantity) Oracle system sends workflow notification of change request to pre-designated supplier user Supplier user receives notification and sees identical notification in isupplier Portal Supplier accepts or rejects change request, specifying new Promised Date as needed Oracle EBS routes notification response back to buyer Buyer reviews supplier response and new Promised Date (if there is one) Buyer accepts or rejects supplier s proposed changes Oracle EBS routes notification response back to supplier If buyer accepted supplier s proposed changes, PO is amended Page 8 of 192 8/30/2010

9 Notifications Which Do Not Require a Response Some notifications provide only an OK, Close, or Ignore button. These notifications are for information only. Buyer enters PO in Oracle EBS without requiring acknowledgment from supplier Supplier does not respond to a PO acknowledgement request by the due date Supplier cancels ASN Oracle system generates notification to buyer Buyer receives notification and sees identical notification in isupplier Portal Buyer dismisses notification in isupplier Portal Page 9 of 192 8/30/2010

10 Reassigning Notifications to Another User Buyers can reassign a notification to a different user, to provide a response. Oracle system generates notification to buyer Buyer receives notification and sees identical notification in isupplier Portal Buyer reassigns notification to another user in isupplier Portal Reassignee receives notification and sees identical notification in isupplier Portal Reassignee processes notification in buyer s stead in isupplier Portal Page 10 of 192 8/30/2010

11 Requesting More Information Based on a Notification Buyers can request more information based on a notification, from either the notifier or from someone else. Oracle system generates notification to buyer Buyer receives notification and sees identical notification in isupplier Portal Buyer requests more information in isupplier Portal, either from notifier or someone else Recipient receives notification and sees identical notification in isupplier Portal Recipient provides information either by responding to notification or via isupplier Portal Buyer receives notification and sees identical notification in isupplier Portal Page 11 of 192 8/30/2010

12 Supplier Logging On from Registration After a GDATP Buyer registers you as a supplier user, you can log on to the Oracle isupplier portal as a supplier. Log On from Figure 1: Registration Note: The format and content of your registration may be different than that shown here. Please complete the following task(s): 1. Click the appropriate hyperlink to display the Oracle logon screen in a separate browser window. Page 12 of 192 8/30/2010

13 Figure 2: Oracle Logon Screen Note: Save this URL as a Favorite in your browser. You will always log into isupplier Portal from here. 2. Complete the following fields: Username Type your username as shown in the Registration . Password Type the temporary password as shown in the Registration Click Login to display the Change Password field. (The first time you log in, the system forces you to change your password. After that, the system displays the Main Menu when you log in.) Page 13 of 192 8/30/2010

14 Figure 3: Change Password 4. Complete the following fields: Current Password Type your temporary password as shown in the Registration you received. New Password Type a new password. Passwords must be at least 8 characters, with at least 1 upper-case character and 1 number. Re-Enter New Password Type the new password again. 5. Click Apply to display the isupplier Portal Main Menu. Page 14 of 192 8/30/2010

15 Figure 4: isupplier Portal Main Menu 6. Click Home Page to display the isupplier Home Page. Figure 5: isupplier Portal Home Page Page 15 of 192 8/30/2010

16 Supplier Setting User Preferences Suppliers can set up user preferences for themselves in the isupplier Portal. Navigate to Preferences Please complete the following task(s): 1. Click the appropriate Home Page link. Figure 1: Main Menu Page 16 of 192 8/30/2010

17 Figure 2: isupplier Home Page 2. Click the Preferences link in the upper right corner. Page 17 of 192 8/30/2010

18 Set Preferences Figure 3: Preferences Please complete the following task(s): 3. Review and change the following display preference fields, as needed: Current Session Language Default Application Language Accessibility Features Select Screen Reader Optimized, as needed (for blind/low vision users). Territory Date Format Timezone Number Format Currency Client Character Encoding 4. Complete the following fields to change your password, as needed: Known As Change your display name, as needed. Old Password Type your old password. New Password Type your new password. Repeat Password Type your new password again. 5. Review and change the following Start Page and Notification fields, as needed: Responsibility Select a role from the drop-down list, if any roles are available to you. Page Select the start page for the role you selected. Style Select an format and attachment preference for notification s which are generated from isupplier and sent to you. Page 18 of 192 8/30/2010

19 6. Click Apply to save your changes. An Updated indicator displays in the upper left corner of the screen. 7. Click Cancel to return to the isupplier Portal Home Page. Page 19 of 192 8/30/2010

20 Supplier Acknowledging Purchase Order Suppliers are asked to acknowledge purchase orders through the isupplier Portal. The acknowledgement confirms that you have received the Purchase Order, and that it accurately depicts the agreement made throughout the offer and acceptance process. The acknowledgement also fulfills your obligation to accept a rated order in accordance with the Defense Priorities and Allocations System (DPAS), if the Purchase Order is so rated. If you feel that the Purchase Order contains errors or omissions, please contact the buyer immediately for quick resolution. Navigate to Purchase Orders Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 20 of 192 8/30/2010

21 Figure 2: isupplier Portal Home Page 2. In the menu on the right side of the screen, under Orders, click Purchase Orders. Note: This is the same as clicking the Orders tab, then clicking the Purchase Orders submenu. Figure 3: Purchase Orders Page 21 of 192 8/30/2010

22 Search for Purchase Orders to Acknowledge Use the Simple Search to display purchase orders which need your acknowledgment. Please complete the following task(s): 1. Click in the View field and select Purchase Orders to Acknowledge. 2. Click Go to display purchase orders which require your acknowledgment. Figure 4: Purchase Orders Awaiting Acknowledgment The system displays one row for each purchase order. Note: If a column header appears raised, you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Order Date. 3. Select a purchase order to acknowledge. 4. Click Acknowledge to display the Acknowledge screen with the order you are acknowledging. Page 22 of 192 8/30/2010

23 Figure 5: Purchase Orders Awaiting Acknowledgment Review Purchase Order Information / Review Printable Purchase Order Please complete the following task(s): 1. Thoroughly review the purchase order. See Supplier Reviewing Purchase Order Information. Acknowledge the Purchase Order Please complete the following task(s): 1. Do one of the following: Click Accept Entire Order at the top of the screen to display the Acknowledge Purchase Order screen. Click Reject Entire Order at the top of the screen to display the Acknowledge Purchase Order screen. Since you have already negotiated the purchase details with the buyer, GDATP expects that you will only reject a purchase order if you find error in the way the purchase has been depicted. Please call the buyer immediately to resolve such issues. Page 23 of 192 8/30/2010

24 Figure 6: Acknowledge Purchase Order Note: The same screen displays whether you Accept or Reject the order. Only the Action displayed in the header area is different. 2. Type a message in the Note To Buyer field, as needed. 3. Click Submit to display a confirmation message. Note: You can click Cancel to return to the Acknowledge screen. Note: The buyer will receive a notification of your response via Oracle Workflow. Page 24 of 192 8/30/2010

25 Figure 7: PO Acknowledgment Confirmation 4. Click Return to Purchase Order Summary to return to the Purchase Orders screen with the list of POs awaiting acknowledgment. The PO that you just acknowledged no longer displays. Figure 8: Purchase Orders with Acknowledged PO Removed Page 25 of 192 8/30/2010

26 5. Repeat steps 3 through 9 to acknowledge the remaining purchase orders. When you are finished, the list should be empty. 6. Click the Home tab to return to the Home page. Page 26 of 192 8/30/2010

27 Supplier Submitting Purchase Order Change Request Suppliers can request a change to a purchase order Promised Date through the isupplier Portal. Navigate to Purchase Orders Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 27 of 192 8/30/2010

28 Figure 2: isupplier Portal Home Page 2. In the menu on the right side of the screen, under Orders, click Purchase Orders. Note: This is the same as clicking the Orders tab, then clicking the Purchase Orders submenu. Figure 3: Purchase Orders Page 28 of 192 8/30/2010

29 Submit a Change Request Use the Simple Search to display purchase orders. Please complete the following task(s): 1. Locate a purchase order for which you will submit a change. For information about searching for purchase orders, see Supplier Reviewing Purchase Order Information. 2. Select the purchase order in the grid. 3. Click Request Changes to display the Request Changes screen for the purchase order. Figure 4: Request Changes 4. Click Show in the Details column to display more fields. Page 29 of 192 8/30/2010

30 Figure 5: Request Changes with Promised Date Displayed 5. Complete the following fields for the item or service to be changed: Promised Date Type a different date in the field. This is the only thing suppliers can request changes to on GDATP purchase orders. Reason Type a reason for why the change is requested. Action Select Change. 6. Click Submit to display a confirmation message. Note: The buyer will receive a notification of your change request via Oracle Workflow. Page 30 of 192 8/30/2010

31 Figure 6: Change Order Confirmation 7. Click Return to Purchase Order Summary to return to the Purchase Orders screen with the list of POs. The PO that you just submitted a change request for now has a Status of Supplier Change Pending. Figure 7: Purchase Orders with Status Updated Page 31 of 192 8/30/2010

32 8. Repeat steps 1 through 7 in this section to request Promised Date changes on other purchase orders, as desired. 9. Click the Home tab to return to the isupplier Portal Home page. Page 32 of 192 8/30/2010

33 Supplier Submitting Work Order Change Request Suppliers can request a change to a work order Promised Date through the isupplier Portal. Work orders are sometimes used for outsourced operations typically performed in one of GDATP s production facilities. They may also be used when a purchased item has a defined bill of material, some of which is to be furnished by GDATP or one of GDATP s other suppliers. Navigate to Work Orders Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 33 of 192 8/30/2010

34 Figure 2: isupplier Portal Home Page 2. Click the Orders tab, then click the Work Orders submenu. Figure 3: Work Orders Page 34 of 192 8/30/2010

35 Request Changes to Work Order You can request a schedule change to a work order, if it is still open. For GDATP work orders, you can only request changes to the Promised Date. Please complete the following task(s): 1. Locate a work order for which you will submit a change. For information about searching for work orders, see Supplier Reviewing Work Order Information. 2. Select a work order in the grid. 3. Click Reschedule to display the Request Changes screen for the work order. Figure 4: Request Changes Note: When you request changes to a work order, you are actually requesting changes to the purchase order detail line which triggered the work order. 4. For a row whose status is Open in the grid, click Show in the Details column for the item or service you wish to change, to display more fields. Page 35 of 192 8/30/2010

36 Figure 5: Request Changes with Promise Date Displayed 5. Complete the following fields for the item or service to be changed: Promised Date Type a different date in the field. This is the only thing suppliers can request changes to on GDATP purchase orders. Reason Type a description of why the change is needed. Action Select Change. 6. Click Submit to display a confirmation message. Note: The buyer will receive a notification of your change request via Oracle Workflow. Page 36 of 192 8/30/2010

37 Figure 6: Change Order Confirmation 7. Click Return to Purchase Order Summary to return to the Purchase Orders screen with the list of POs awaiting acknowledgment. Note: The system returns you to the Purchase Orders screen, not the Work Orders screen. Figure 7: Purchase Orders Page 37 of 192 8/30/2010

38 8. Click Advanced Search, and search for the specific purchase order for which you submitted a change request. Figure 8: Purchase Orders Advance Search The PO that you just submitted a change request for now has a Status of Supplier Change Pending. Note: You cannot see a status change on the Work Orders screen. You cannot see a difference in the Promise Date on the Work Orders screen for the work order you changed, until the buyer approves your request. 9. Repeat steps 1 through 8 in this section to request changes on other work orders, as needed. 10. Click the Home tab to return to the isupplier Portal Home page. Page 38 of 192 8/30/2010

39 Supplier Processing Notifications Suppliers can respond to work flow notifications through the isupplier Portal. Designated supplier users will also receive a copy of each notification via . Navigate to Home Page Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 39 of 192 8/30/2010

40 Figure 2: isupplier Portal Home Page 2. Review the Notifications section at the top of the Home page. Up to five Notifications may display in the Notifications section. 3. Click Full List to display the Notifications list. Figure 3: Full List of Notifications Page 40 of 192 8/30/2010

41 Review Notifications Use the Simple Search to display purchase orders from the buying company which need your acknowledgment. Please complete the following task(s): 1. Click in the View field and select All Notifications. This ensures that you do not miss any notifications. Notifications with a status of both Open and Closed will display. 2. Click Go to display all notifications which are relevant to you. Figure 4: All Notifications The system displays one row for each notification. Note: If a column header appears raised, you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen (All Notifications) is Sent, in descending order. 3. Do one of the following: Select a notification to process, and click Open to display the Workflow screen with the notification you are processing. Click on the Subject link for the notification to display the Workflow screen with the notification you are processing. Page 41 of 192 8/30/2010

42 Figure 5: Notification Information 4. Review the notification information, as needed. 5. In the References section, click the document link, if a link is available, to display a file download prompt. Usually the related document is an Adobe PDF document. Figure 6: File Download Prompt 6. Do one of the following: Click Open to display the PDF. You can display or save the PDF from the Acrobat Reader screen. Click Save to display a Save As prompt. Select a folder and a filename for the PDF, then click Save to save the PDF and close the prompt. Page 42 of 192 8/30/2010

43 Figure 7: PO Printout in PDF 7. If you opened the PDF, close it to return to the Notification Information screen. Page 43 of 192 8/30/2010

44 Approve a Notification Most notifications that suppliers receive require the supplier to Approve or Reject the notification. Please complete the following task(s): Figure 8: Notification Information 1. Click Approve to approve the notification and return to the Worklist. The notification no longer displays, and buyer who sent the notification to you will receive a notification that the notification was approved. Page 44 of 192 8/30/2010

45 Figure 9: List of Notifications The notification that you approved now has a status of Closed. Closed notifications eventually are purged from the list automatically. Page 45 of 192 8/30/2010

46 Reject a Notification Most notifications that suppliers receive require the supplier to Approve or Reject the notification. Please complete the following task(s): Figure 10: Notification Information 1. Click Reject to reject the notification and return to the Worklist. The notification no longer displays, and the buyer receives a notification that the notification was rejected. Page 46 of 192 8/30/2010

47 Figure 11: List of Notifications The notification that you rejected now has a status of Closed. Closed notifications eventually are purged from the list automatically. Page 47 of 192 8/30/2010

48 Supplier Creating Advance Shipment Notice Advanced Shipment Notices (ASNs) alert GDATP that a shipment is being made and tell the GDATP receiver which purchase order line items and shipment schedules are being fulfilled by the shipment. For suppliers with many purchase orders and schedules, the ability to direct our receiving and accounts payable activities so that they are synchronized with your accounts receivable and billing activities, is a major benefit all but eliminating payment reconciliation. Additionally, you may include electronic attachments to your Advance Shipment Notices, providing certification data and inspection reports for GDATP pre-review enabling faster product acceptance. Suppliers may create Advance Shipment Notices (ASNs) using the isupplier Portal. Suppliers may also upload ASN data from spreadsheets. For more information, see Supplier Uploading Advance Shipment Notices from Spreadsheet. Navigate to Create Advance Shipment Notice Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 48 of 192 8/30/2010

49 Figure 2: isupplier Portal Home Page 2. In the menu on the right side of the screen, under Shipments, click Advance Shipment Notices. Note: This is the same as clicking the Shipments tab, then clicking the Shipment Notices submenu. Figure 3: Shipment Notices Page 49 of 192 8/30/2010

50 3. Click Create Advance Shipment Notices to display the Create Advance Shipment Notice screen. Figure 4: Create Advance Shipment Notice Create Advance Shipment Notices Please complete the following task(s): 1. Click the View field and select Shipments Due This Week or Shipments Due Any Time to change the list of shipments that display. Note: You can also click Advanced Search and search by PO Number, Ship-To Location, Supplier Site source, or Item to be shipped. Normally, the Simple Search (shown above) is sufficient. 2. Select one or more purchase order detail lines in the grid to ship. You can combine many purchase order lines into one shipment. 3. Click Add To Shipment Notice to display the Create Advance Shipment Notice Shipment Lines tab. Page 50 of 192 8/30/2010

51 Figure 5: Create Advance Shipment Notice Shipment Lines Tab Note: Generally, you will add the shipment details first, and then add the shipment header information last. That is why the Shipment Lines tab displays first. In this example, we are adding two purchase order detail lines to a single shipment. The detail lines do not have to belong to the same purchase order. 4. Complete the following Shipment Line Defaults, as needed, to default this information to every Purchase Order detail line in the shipment: Packing Slip Type a packing slip number. Country Of Origin Type United States, or search for the name of the item s source country. Bar Code Label Type a barcode label number. Container Number Type a container number in which all of the shipment items are located. Truck Number Type a truck number in which all of the shipment items are transported. Comments Type a shipment tracking number here, if the carrier provides one. 5. If you completed Shipment Line Default information, click Default to All Lines to copy the information you typed into each purchase order detail line on the shipment. 6. For each detail line on the shipment, click the Show link in the Details column to display more fields. Note: You can also click Show All Details to display all the fields for every item in the grid. Page 51 of 192 8/30/2010

52 Figure 6: Create Advance Shipment Notice Shipment Lines Tab with More Fields Displayed 7. For each detail line on the shipment, complete or edit the following fields, as needed: Packing Slip Bar Code Label Container Number Truck Number Country of Origin Comments 8. Click + in the Attachments column next to a shipment detail line to display the Add Attachment screen. Page 52 of 192 8/30/2010

53 Figure 7: Add Attachment 9. Complete the following fields: Description Type a description of the attachment. Category This defaults to From Supplier. Select one of the following Types: o File Click Browse to display a Choose File prompt. Locate a file, select it and click Open to display the filepath and filename here. o URL Type a website address. o Text Type text in the Text field, then type a name for the Text in the Name field, to identify it among the multiple Text attachments that you can attach to a shipment. 10. Do one of the following: Click Apply to return to the Create Advance Shipping Notice screen and display a confirmation message that the attachment was added successfully but not saved. The attachment will be saved when you submit the shipment information. Note: An Attachment icon displays in the Add Attachments column for the item that has the attachment. Click Add Another to add the attachment and clear the Add Attachment screen so that you can attach another. Click Cancel to return to the Create Advance Shipping Notice screen without saving the new attachment. Page 53 of 192 8/30/2010

54 Figure 8: Shipment Header Tab with all fields completed 11. If there is more than 1 unit of the Quantity Ordered for an item, and you need to ship the total quantity in two different containers with different information on each, click Split to display another Line for the same Item. Then change the following fields, as needed, for the split shipment: Quantity Shipped Packing Slip Container Number Bar Code Label Truck Number Comments Note: If you are only shipping part of the Quantity Ordered now, and you will ship more later, do not Split the line. Instead, reduce the Quantity Shipped field to the quantity you are shipping. The remainder of the purchase order detail line will stay open to be shipped later. Note: If you Split a line and then no longer need the extra line, click Remove on the detail line to remove it. 12. Click the Shipment Header tab. Page 54 of 192 8/30/2010

55 Figure 9: Shipment Header Tab 13. Complete the following fields for the entire shipment: Shipment Number Type the Advance Shipment Notice number you are assigning to the shipment. This is a free-form number which varies by supplier. Expected Receipt Date Type the date and time the shipment should arrive at the destination, in DD/MMM/YYY HH:MM:SS format. For example, type 30-Sep :30:00 for September 30 th, 2010 at 3:30 PM. Shipment Date Type the date and time the shipment left the source location, in DD/MMM/YYY HH:MM:SS format. For example, type 28-Sep :15:00 for September 28 th, 2010 at 08:15 AM. 14. Complete the following optional fields for the entire shipment: Freight Terms Click the Search button and select a freight term, such as Prepaid or COD. Freight Carrier Click the Search button and select a carrier. Bill of Lading Type the carrier s Bill Of Lading number. Packing Slip Type the shipment s packing slip number. Special Handling Code Tare Weight UOM Type a unit of measure, such as LB (pounds) or KG (kilograms). Net Weight UOM Type a unit of measure, such as LB (pounds) or KG (kilograms). Number of Containers Type the number of containers in the shipment. Waybill/Airbill Number Type the carrier s waybill number, if applicable. Packaging Code Tare Weight Type the total weight of all the shipment containers, in the Tare Unit Of Measure. Net Weight Type the net weight of all the shipment items, in the Net Unit Of Measure. Comments Type the carrier s shipment tracking number, if the carrier provided one. Page 55 of 192 8/30/2010

56 Figure 10: Shipment Header Tab with all fields completed 15. Click Preview to display the completed shipment information. Figure 11: Advance Shipment Notice Information Page 56 of 192 8/30/2010

57 16. Do one of the following: Click Cancel to discard the shipment information and return to the Create Advance Shipment Notice screen with the list of purchase orders to be shipped. No shipment will be created. Click Back to return to the Shipment Header tab so you can edit the shipment further. Click Submit to accept the shipment information and display the Advance Shipment Notice Confirmation screen. Figure 12: Advance Shipment Notice Confirmation 17. Click Return to Advance Shipment Notices to return to the list of available purchase orders to ship. The list reverts to Shipments Due This Week. The purchase order detail lines you shipped no longer display. 18. Repeat steps 2 through 17 in this section to ship other purchase order detail lines. 19. Click the Home tab to return to the Home page. Page 57 of 192 8/30/2010

58 Supplier Uploading Advance Shipment Notices from Spreadsheet Suppliers can upload Advance Shipment Notice information from spreadsheets into the isupplier Portal. Suppliers can also create Advance Shipment Notices manually. For more information, see Supplier Creating Advance Shipment Notice. Navigate to Upload Advance Shipment and Billing Notices Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 58 of 192 8/30/2010

59 Figure 2: isupplier Portal Home Page 2. In the menu on the right side of the screen, under Shipments, click Advance Shipment Notices. Note: This is the same as clicking the Shipments tab, then clicking the Shipment Notices submenu. Figure 3: Shipment Notices Page 59 of 192 8/30/2010

60 3. Click Upload Advance Shipment and Billing Notices to display the Create Advance Shipment Notice screen. Figure 4: Upload Advance Shipment and Billing Notices Download Spreadsheet Templates To upload ASN and billing notices, you will need a spreadsheet to use as a template. Download a template from the isupplier portal to facilitate this. Please complete the following task(s): 1. On the Upload Advance Shipment and Billing Notices screen, click Download Templates to display the Download Templates screen. Page 60 of 192 8/30/2010

61 Figure 5: Download Templates 2. Click the Templates field and select one of the following: ASN template and instructions ASBN template and instructions Valid list of values for UOM, freight terms etc. Zip-All files (this is the default selection 3. Click Download to display a prompt. Figure 6: File Download Prompt Page 61 of 192 8/30/2010

62 4. Click Save to display the Save As screen. Figure 7: Save As 5. Select a location and click Save to save the file and return to the Download Templates screen. Prepare an Advance Shipment Notice Spreadsheet for Upload Please complete the following task(s): 1. Extract the template zip file to a folder and review the contents. 2. In Windows Explorer, double-click the asn_instruction.htm file to review instructions on how to set up the ASN template and use it. Page 62 of 192 8/30/2010

63 Figure 8: Save As 3. Open Microsoft Excel or another spreadsheet program. 4. From inside your spreadsheet program, open the asn_template.txt. If the program asks you what type of file to open, select an appropriate file type like TXT or Delimited. Figure 9: Open Page 63 of 192 8/30/2010

64 Note: In Microsoft Excel, the Format Wizard should display automatically. Figure 10: Microsoft Excel Format Wizard Page 1 5. In Microsoft Excel, select Delimited Characters such as comma or tab separate each field. 6. Click Next. Page 64 of 192 8/30/2010

65 Figure 11: Microsoft Excel Format Wizard Page 2 7. Select Tab as the delimiter. The sample text should line up in columns, as shown above. 8. Click Next. Page 65 of 192 8/30/2010

66 Note: Do not change anything on the above screen. 9. Click Finish. Figure 12: Microsoft Excel Format Wizard Page 3 Page 66 of 192 8/30/2010

67 Figure 13: Microsoft Excel with Template Imported Page 67 of 192 8/30/2010

68 10. Under each header, insert a row to add details. For multiple shipments, copy the appropriate header, paste the header in the subsequent rows, and enter the new shipment details. At the minimum, you need a HEADER_SECTION for each shipment, and at least one LINE_SECTION below each HEADER_SECTION, for lines within each shipment. You do not have to use LOT_SECTION, SERIAL_SECTION, or LPN_SECTION unless you want to supply that information for a shipment detail line. For a given shipment, enter all shipment line details in the same LINE_SECTION. If you have LOT_SECTION, SERIAL_SECTION, or LPN_SECTION information, add that next, before the next LINE_SECTION. The LOT_SECTION, SERIAL_SECTION, or LPN_SECTION information only applies to the last shipment line listed in the LINE_SECTION immediately preceding it. Add a new LINE_SECTION if you want to add new LPN, lot or serial information for a separate shipment line. Each shipment line may have multiple LPN, lot and serial sections. You can enter multiple serial numbers under each LOT_SECTION. This serial information applies only to the last row of the LOT_SECTION immediately preceding it. Add a new LOT_SECTION to add serial information for a different lot. Note: Open the asn_sample.txt in Microsoft Excel for an example of what a finished upload spreadsheet should look like, including the use of multiple LINE_SECTIONS for License Plate Numbers, Lot Numbers and Serial Numbers. (See below.) Required fields in the spreadsheet for the shipment header are: Shipment Number Type the ASN number. Shipment Date Type the shipment date in DD-MON-RRRR HH:MM:SS format. Expected Receipt Date Type the expected arrival date in DD-MON-RRRR HH:MM:SS format. Required fields in the spreadsheet for the shipment detail lines are: PO Number Revision Number Type the revision number, or type 0 (zero) if there is no revision number. Line Number Shipment Number Quantity UOM Organization Note: You can open the various lov.txt (List Of Values) text files that came with your template zip file, to choose valid values for use in your spreadsheet. 11. Your spreadsheet program s cell formatting may not allow you to save information in the proper cell format. For example, isupplier Portal requires dates to be in DD-MON-RRRR HH:MM:SS format, but your spreadsheet may convert dates into a MM/DD/YY HH:MM format. To avoid this, select all cells in the spreadsheet and format them as Text, so that they are not converted to a different format when you save. Page 68 of 192 8/30/2010

69 Figure 14: Microsoft Excel with asn_sample.txt displayed Figure 15: Microsoft Excel with typical shipment spreadsheet (without Lot/Serial information) Page 69 of 192 8/30/2010

70 12. Save the spreadsheet as a.txt file. The isupplier portal can only upload.txt files, to ensure maximum compatibility with all types of spreadsheet programs. Note: If you have to open your spreadsheet.txt file again, Microsoft Excel displays the Format Wizard. Make sure that on Step 3 in the Format Wizard, you set the third and fourth columns to have a Column Data Format of Text, to ensure that the shipment and receipt dates are not converted to a different format. Upload an ASN Spreadsheet Figure 16: Download Templates Please complete the following task(s): 1. On the Download Templates screen, click Upload Shipment Notices. Page 70 of 192 8/30/2010

71 Figure 17: Upload Shipment Notices 2. Click Browse and select your new ASN spreadsheet upload.txt file that you created for your shipment(s). 3. Click Open to display the text file path and filename in the File Name field on the Upload Shipment Notices screen. 4. Click Start Load Now to display a confirmation message. Page 71 of 192 8/30/2010

72 Figure 18: Upload Shipment Notices with error messages 5. If error messages display, open the.txt spreadsheet, correct the errors, save and close the spreadsheet, and repeat steps 2 through 4. Page 72 of 192 8/30/2010

73 Figure 19: Upload Confirmation (upload successful) 6. When the upload is successful, write down your upload request number. You will need it later to check on the status of your upload. 7. Click View your file load status to display the current status of shipments you have uploaded. Page 73 of 192 8/30/2010

74 Figure 20: View Load Status After a few minutes, the Oracle system automatically processes your uploaded data into the screen. Then the Status of your upload Request Number changes from Pending to Completed. Note: After you upload a shipment, the shipment is no longer available to create an ASN on the Create Advance Shipment Notice screen. Note: You can change the View from All Requests (the default) to Successful Requests or Requests with Error, and click Go to display them. 8. Click the Shipment Notices submenu in the top left corner of the window. Page 74 of 192 8/30/2010

75 Figure 21: Shipment Notices 9. Click View/Cancel Advance Shipment and Billing Notices to display the View/Cancel Advance Shipment Notice screen. Figure 22: View/Cancel Advance Shipment Notice Page 75 of 192 8/30/2010

76 The shipments you just uploaded display at the top of the grid, which is sorted by Shipment Date in descending order. Note: You can cancel an ASN only if none of the shipment s detail lines have been received at the buying company. 10. Click the Home tab to return to the isupplier Portal Home page. Page 76 of 192 8/30/2010

77 Supplier Canceling Advance Shipment Notice Suppliers can review and cancel Advance Shipment Notices (ASNs) using the isupplier Portal. Suppliers can only cancel ASNs for shipments which have not had a receipt entered for them in the Oracle E-Business Suite system. Navigate to View/Cancel Advance Shipment Notice Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 77 of 192 8/30/2010

78 Figure 2: isupplier Portal Home Page 2. In the menu on the right side of the screen, under Shipments, click Advance Shipment Notices. Note: This is the same as clicking the Shipments tab, then clicking the Shipment Notices submenu. Figure 3: Shipment Notices Page 78 of 192 8/30/2010

79 3. Click View/Cancel Advance Shipment Notices to display the View/Cancel Advance Shipment Notice screen. Figure 4: View/Cancel Advance Shipment Notice Cancel Advance Shipping Notices Please complete the following task(s): 1. Click the View field and select Last 25 Shipment Notices or All Shipment Notices to change the list of shipments that display. Note: You can also click Advanced Search and search by Shipment Number, PO Number, Ship-To Location, or Supplier Site source. Normally, the Simple Search (shown above) is sufficient. For more information about Advanced Search, see Supplier Reviewing Shipment Information. 2. Select one or more shipments in the grid to cancel. Warning: You cannot undo the cancellation of an ASN. If you cancel an ASN by accident, you must create another ASN to replace it. 3. Click Cancel Shipment Notice to send a notification to the buyer, and to display the ASN Cancel Confirmation screen. Page 79 of 192 8/30/2010

80 Figure 5: ASN Cancel Confirmation 4. Click Return to View Advance Shipment and Billing Notices. Figure 6: View/Cancel Advance Shipment Notice Page 80 of 192 8/30/2010

81 Note: The ASN shipment(s) you cancelled display Cancelled in the Cancellation Status column. The ASN shipment will disappear from the list after the buyer acknowledges your cancellation. 5. Click the Home tab to return to the Home page. Page 81 of 192 8/30/2010

82 Supplier Reviewing Purchase Order Information Suppliers can review and download purchase order information through the isupplier Portal. Navigate to Purchase Orders Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 82 of 192 8/30/2010

83 Figure 2: isupplier Portal Home Page Note: The Orders At A Glance section displays up to five of the most recent purchase orders for suppliers for whom you are responsible. There are two methods of searching for purchase orders. One is performed here, and the other is performed on the Orders tab. Search for Orders from the Home Page Use the Home Page search if you know a specific document number, such as a purchase order number or an invoice number. Please complete the following task(s): 1. On the Home page, click in the Search field and select PO Number. 2. Type the corresponding PO number in the Document Number field next to the Search field. 3. Click Go to display the search results. The screen which displays depends on the type of document for which you searched. Page 83 of 192 8/30/2010

84 Figure 3: Purchase Orders In the above example, we searched for a specific purchase order. Searching from the Home Page displays the search results on the Advanced Search screen, which is explained in a later section of this document. Search for Purchase Orders with Simple Search Use the Simple Search if you need to search using limited criteria. The Purchase Orders screen shows the Simple Search fields at the top by default. Please complete the following task(s): 1. In the menu on the right side of the screen, under Orders, click Purchase Orders. Note: This is the same as clicking the Orders tab. The Purchase Orders submenu displays automatically. Page 84 of 192 8/30/2010

85 Figure 4: Purchase Orders The system displays one row for each purchase order. Note: If a column header appears raised, you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Order Date in descending order. Please complete the following task(s): 1. Click in the View field and select one of the options: Purchase Orders within Last 6 Months Last 25 Purchase Orders All Purchase Orders Purchase Orders to Acknowledge Purchase Orders Pending Supplier Change 2. Click Go to display the search results. Page 85 of 192 8/30/2010

86 Search for Purchase Orders with Advanced Search Use the Advanced Search if you need to search using more flexible criteria. Please complete the following task(s): 1. Click Advanced Search in the upper right corner of the screen to display the Advanced Search fields. Figure 5: Purchase Orders with Advanced Search fields The Advanced Search lets you include or exclude criteria, and it lets you specify whether all criteria must be met, or some of it. You can search using any or all of the search fields in the header area, and you can also add search fields from a list, as needed. If you add search fields to the header area, those fields display only for this logon session, and they will not display the next time you log on. 2. Select one of the following: Select Show table data when all conditions are met to display only search results that meet all of the criteria you specify. This is the default. Select Show table data when any condition is met to display search results that meet any of the criteria you specify. You will get more results this way, but it may take longer to find the information you need. 3. Complete any of the search fields: PO Number Select is or is not, and type a PO number in the field to the right. Document Type Select is or is not, and type a PO document type, such as Standard PO or Blanket Release in the field to the right. You can also search for a document type. Order Date Select is or is not, and select an order date range such as Last 60 Days in the field to the right. Buyer Select is or is not, and type the name of a buyer in the field to the right. You can also search for a buyer. Note: You can leave all of the search fields blank, and click Go. 4. Click Go to display the search results. 5. Click in the Add Another field and select another field to search by, as needed. Then click Add to add it to the list. Then you can search using the new field also. These extra fields display only for this logon session. Page 86 of 192 8/30/2010

87 6. Click Views in the upper right corner of the screen to return to the Simple Search view. Review PO List Figure 6: Purchase Orders The system displays one row for each purchase order header, not one row for each detail line on an order. Please complete the following task(s): 1. Review the following fields in the grid: PO Number The Oracle-assigned purchase order number. Rev The revision number of the purchase order. Zero indicates that it has not been revised. Business Unit The General Dynamics business unit which placed the order. Supplier The name of the supplier. Supplier Site The city where the supplier is located. Document Type The Purchase Order type (such as Standard PO or Blanket Order). Description A text description of the order, as needed. Order Date The date the order was created in the system. Buyer The name of the GDATP buyer who is responsible for the order. Currency The purchase order s currency, such as USD or EUR. Amount The total value of the purchase order, in the Currency. Status The PO status, such as Open or Closed. Acknowledged By The date by which the supplier should acknowledge the purchase order. 2. If an Attachments icon displays for the order, click it. Page 87 of 192 8/30/2010

88 Review Attachments for a Purchase Order Figure 7: Attachments List Please complete the following task(s): 1. Review the following fields in the grid: File Name Click this link to display the attachment. Type The file type, such as Long Text, Short Text, or File. Description A description of the attachment. Category The direction of the attachment, such as To Supplier or From Supplier. Last Updated By The Oracle user ID of the person who last edited the attachment. Usage A descriptor indicating whether the attachment is a Standard or a One-Time attachment. 2. Click a link in the File Name column to do one of the following: If the attachment is text, the text displays (see next Figure). If the attachment is a file, a prompt displays allowing you to Open the file in its native application, or to Save it. Page 88 of 192 8/30/2010

89 Figure 8: View Attachment (Text) 3. Review the Attachment Text. 4. Do one of the following: Click the Attachments link to return to the list of attachments for this purchase order. Click the Orders:Purchase Orders link to return to the list of purchase orders. Page 89 of 192 8/30/2010

90 Review Purchase Order Detail Information (Header) 1. On the Purchase Orders screen with the list of orders displayed, click a PO Number to display the Purchase Order Information screen with the details of the order. Figure 9: Purchase Order Information (Header) Page 90 of 192 8/30/2010

91 2. Review the following fields in the Order Information section: Standard PO The Oracle-assigned purchase order number. Total The total dollar value of the purchase order, in the order s Currency. Supplier The name of the supplier. Supplier Site The city where the supplier is located. Address The supplier s street address. Buyer The name of the GDATP buyer who is responsible for the order. Order Date The date the order was created in the system. Description A text description of the order, as needed. Status The PO status, such as Open or Closed. Note to Supplier Any text entered by the buyer to the supplier. Organization The Business Unit which placed the order. Supplier Order Number The supplier-assigned number for this purchase order, if there is one. Attachments A View link indicates that attachments are present. Payment Terms A description of the order s payment terms. Carrier The name of the freight carrier selected for this order, or Best Method if none has been selected. FOB (Free On Board) Point Freight Terms A description of the freight payment terms. Shipping Control Bill To Address The street address to which the purchase order s invoice should be sent. Ship To Address The street address to which the shipment should be delivered. Figure 10: Purchase Order Information (Details) Page 91 of 192 8/30/2010

92 3. Review the following fields in the grid: Details Click the link to display extra fields for the item or service. Line The purchase order s detail line number. Orders can have many detail lines. Type A descriptor of the line s purpose, such as Goods or Amount Based (services). Item For items, this is the Oracle item number. Job The job number for which the item or services is intended, if any. Supplier Item For items, this is the supplier s item number. Description A description of the item or service. UOM The Unit of Measure for the item or service. Quantity The quantity ordered. Price The unit price of the item or service. Amount The total dollar value of the detail line. Status The status of the detail line, such as Open or Closed. Attachments An icon displays if attachments are present. 4. Click the Show link in the Details column next to one or more rows in the grid to display more fields for that detail line. Figure 11: Purchase Order Information (Details) Page 92 of 192 8/30/2010

93 5. Review the Details fields for each item in the grid: Shipment The shipment number for this line, starting with 1. Quantity Ordered The quantity ordered. Quantity Received The quantity that has been received at the buying company. Promised Date The date the order was promised to arrive at the buying company. Need-By Date The date by which the detail line is needed. Supplier Order Line The corresponding line number for the supplier s sales order, if there is one. Ship-To Location The name of the site to which the detail line should be delivered. Split A Y indicates that the line has been split into two or more separate shipments. Print the Purchase Order Please complete the following task(s): Figure 12: Purchase Order Information (Header) 1. On the Purchase Order Information screen, with the purchase order information displayed, click Printable View in the upper right corner to display a prompt. Page 93 of 192 8/30/2010

94 Figure 13: File Download Prompt 2. Do one of the following: Click Open to display the PDF. You can display or save the PDF from the Acrobat Reader screen. Click Save to display a Save As prompt. Select a folder and a filename for the PDF, then click Save to save the PDF and close the prompt. Figure 14: PO Printout in PDF 3. If you opened the PDF, close it to return to the Purchase Order Detail Information screen. 4. Click the Orders:Purchase Orders link to return to the list of purchase orders. Page 94 of 192 8/30/2010

95 5. Click the Home tab to return to the isupplier Portal Home page. Page 95 of 192 8/30/2010

96 Supplier Reviewing Purchase Order Revision History Suppliers can review purchase history through the isupplier Portal. Navigate to Purchase Order Revision History Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 96 of 192 8/30/2010

97 Figure 2: isupplier Portal Home Page 2. In the menu on the right side of the screen, under Orders, click Purchase History. Note: This is the same as clicking the Orders tab, then clicking the Purchase History submenu. Page 97 of 192 8/30/2010

98 Search for Purchase Order Revision History Using Simple Search Use the Simple Search if you need to search using limited criteria. The Purchase Order Revision History screen shows the shows the Simple Search fields at the top by default. Figure 3: Purchase Order Revision History The system displays one row for each order header, not one row for each detail line on an order. Note: If a column header appears raised, you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Revised Date in descending order. Please complete the following task(s): 1. Complete one or more of the Simple Search fields: PO Number Type a PO number. Release Number Type a release number. Revision Type a revision number. Document Type Click the Search button and select a document type, such as Standard PO or Blanket Agreement. Creation Date Type a date the order was created. Revised Date Type a date that a revision was created. Business Unit Type the name of the buying company. 2. Click Go to display the list of orders. Page 98 of 192 8/30/2010

99 Figure 4: Supplier Order Revision History Simple Search Results Search for Purchase Order Revision History Using Advanced Search Use the Advanced Search if you need to search using more flexible criteria. The Advanced Search lets you include or exclude criteria, and it lets you specify whether all criteria must be met, or some of it. You can search using any or all of the search fields in the header area, and you can also add search fields from a list, as needed. If you add search fields to the header area, those fields display only for this logon session, and they will not display the next time you log on. Please complete the following task(s): 1. Select one of the following: Select Show table data when all conditions are met to display only search results that meet all of the criteria you specify. This is the default. Select Show table data when any condition is met to display search results that meet any of the criteria you specify. You will get more results this way, but it may take longer to find the information you need. 2. Complete any of the search fields: PO Number Select is, is not, contains, starts with or ends with, and type all or part of a PO number in the field to the right. Release Number Select is, is not, greater than or less than, and type a number in the field to the right. Rev Select is, is not, greater than or less than, and type a number in the field to the right. Document Type Select is or is not, and click the Search button and select a document type, such as Standard PO or Blanket Agreement in the field to the right. 3. Click Go to display the search results. Page 99 of 192 8/30/2010

100 Figure 5: Purchase Order Revision History Advanced Search Results In the example above, we searched by PO number. 5. Click in the Add Another field and select another field to search by, as needed. Then click Add to add it to the list. Then you can search using the new field also. These extra fields display only for this logon session. 6. Click Views in the upper right corner of the screen to return to the Simple Search view. Page 100 of 192 8/30/2010

101 Review Purchase Order Revision History Figure 6: Purchase Order Revision History Simple Search Results Please complete the following task(s): 1. Review the following fields in the grid: PO Number The Oracle-assigned purchase order number. Rev The revision number of the purchase order. Zero indicates that it has not been revised. Business Unit The name of the buying company. Description A text description of the order as needed. Buyer The name of the GDATP buyer who is responsible for the order. Creation Date The date the order was created in the system. Revised Date The date the order was revised in the system. Currency The purchase order s currency, such as USD or EUR. Total The total value of the order, in the Currency. Ship-To Location The name of the GDATP s Operations site. 2. Click the Compare To Original PO icon next to the order, on the right side of the grid. Page 101 of 192 8/30/2010

102 Figure 7: PO Comparison Result (Compare to Original PO) Note: The Compare to Original PO view shows all the changes that were made compared to the original purchase order, except for changes to contract clauses and deliverables. A Tip in the middle of the screen reminds you of that. Note: You can also get to the PO Comparison Result screens from the list of orders on the Purchase Orders tab, by clicking on a Revision number in the Rev column. 3. Each piece of information that was changed in the purchase order has its own row in the grid. Review the following fields in the grid: Revision The number of revisions performed on this purchase order. Line The order detail line which was changed. (The Amount does not have a Line or an Item or a Shipment because the Amount applies to the entire order.) Item For materials, this is the Oracle item number. Shipment The shipment number assigned to the detail line. If a detail line is split, then there will be multiple shipments, usually with different dates. Field Altered The name of the field on the purchase order which was changed. Changed From The original value of the field shown in the Field Altered column. Changed To The updated value of the field shown in the Field Altered column. 4. Click the Back button in your browser to return to the Purchase Order Revision History search results. (Clicking the Purchase Order Revision History link in the top left corner will erase your search results.) 5. On the Purchase Order Revision History screen, with your search results displayed, click the Compare To Previous PO icon next to the order, on the right side of the grid. Page 102 of 192 8/30/2010

103 Figure 8: PO Comparison Result (Compare to Previous PO) Note: The Compare to Previous PO view shows all the changes that were on the most recent revision. 6. Review the information, as needed. The columns are identical to the Compare to Original PO view. 7. Click the Back button in your browser to return to the Purchase Order Revision History search results. (Clicking the Purchase Order Revision History link in the top left corner will erase your search results.) 8. On the Purchase Order Revision History screen, with your search results displayed, click the Show All PO Changes icon next to the order, on the right side of the grid. Page 103 of 192 8/30/2010

104 Figure 9: PO Comparison Result (Show All PO Changes) Note: The Show All PO Changes view shows all the changes that ever made to the order, including changes to contract clauses and deliverables. 9. Review the information, as needed. The columns are identical to the Compare to Original PO view. Page 104 of 192 8/30/2010

105 Print a Purchase Order Revision You can print the purchase order as it existed after a particular revision. Please complete the following task(s): 1. On any of the PO Comparison Result screens, type a revision number in the Revision Number field near the bottom left corner of the screen. 2. Click Go to display a prompt. Figure 10: File Download Prompt 3. Do one of the following: Click Open to display the PDF. You can display or save the PDF from the Acrobat Reader screen. Click Save to display a Save As prompt. Select a folder and a filename for the PDF, then click Save to save the PDF and close the prompt. Page 105 of 192 8/30/2010

106 Figure 11: PO Revision Printout 4. If you opened the PDF, close it to return to the PO Comparison Result screen. 6. Click the Home tab to return to the isupplier Portal Home page. Page 106 of 192 8/30/2010

107 Supplier Reviewing Agreement Information Suppliers can review blanket agreement information through the isupplier Portal. Navigate to Supplier Agreements Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 107 of 192 8/30/2010

108 Figure 2: isupplier Portal Home Page 2. In the menu on the right side of the screen, under Orders, click Agreements. Note: This is the same as clicking the Orders tab, then clicking the Agreements submenu. Search for Supplier Agreements Using Simple Search Use the Simple Search if you need to search using limited criteria. The Supplier Agreements screen shows the shows the Simple Search fields at the top by default. Page 108 of 192 8/30/2010

109 Figure 3: Supplier Agreements The system displays one row for each agreement header, not one row for each detail line on an agreement. Note: If a column header appears raised, you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Order Date. Please complete the following task(s): 1. Complete one or more of the Simple Search fields: PO Number Type a purchase order agreement number (not a release number). Global Select No, since GDATP is not currently using Global Agreements. Effective From Date Type the date from which the agreement goes into effect. Effective Through Date Type the date on which the agreement expires. Note: The Effective Dates must match an agreement s dates exactly in order to display the agreement. Note: You can leave all of the search fields blank to run your search. 2. Click Go to display the list of agreements. Page 109 of 192 8/30/2010

110 Search for Supplier Agreements Using Advanced Search Use the Advanced Search if you need to search using more flexible criteria. The Advanced Search lets you include or exclude criteria, and it lets you specify whether all criteria must be met, or some of it. You can search using any or all of the search fields in the header area, and you can also add search fields from a list, as needed. If you add search fields to the header area, those fields display only for this logon session, and they will not display the next time you log on. Please complete the following task(s): 1. Select one of the following: Select Show table data when all conditions are met to display only search results that meet all of the criteria you specify. This is the default. Select Show table data when any condition is met to display search results that meet any of the criteria you specify. You will get more results this way, but it may take longer to find the information you need. 2. Complete any of the search fields: PO Number Select is, is not, contains, starts with, or ends with, and type all or part of a PO number in the field to the right. Global Select is or is not, and select Yes or No in the field to the right. Effective-From Date Select is, is not, after or before, and type a date in the field to the right. Effective-To Date Select is, is not, after or before, and type a date in the field to the right. 3. Click Go to display the search results. Figure 4: Supplier Agreements Advanced Search Results In the example above, we searched by Effective-From and Effective-To Date. 4. Click in the Add Another field and select another field to search by, as needed. Then click Add to add it to the list. Then you can search using the new field also. These extra fields display only for this logon session. 5. Click Views in the upper right corner of the screen to return to the Simple Search view. Page 110 of 192 8/30/2010

111 Review Agreement Information Figure 5: Supplier Agreements Simple Search Results Please complete the following task(s): 1. Review the following fields in the grid: PO Number The Oracle-assigned purchase order agreement number. Rev The revision number of the purchase order. Zero indicates that it has not been revised. Global No, since GDATP is not currently using Global Agreements. Description A text description of the agreement, as needed. Buyer The name of the GDATP buyer who is responsible for the agreement. Order Date The date the order was created in the system. Currency The purchase order s currency, such as USD or EUR. Amount Agreed The total value of the agreement, in the Currency. Amount Released The total value of the agreement, in the Currency, which has been released to date. Effective From Date The date on which the agreement goes into effect. Effective Through Date The date on which the agreement expires. Status The agreement status, such as Open or Requires Acknowledgement. 2. If an Attachments icon displays for the order, click it. Page 111 of 192 8/30/2010

112 Review Attachments for an Agreement Figure 6: Attachments List Please complete the following task(s): 1. Review the following fields in the grid: File Name Click this link to display the attachment. Type The file type, such as Long Text, Short Text, or File. Description A description of the attachment. Category The direction of the attachment, such as To Supplier or From Supplier. Last Updated By The Oracle user ID of the person who last edited the attachment. Usage A descriptor indicating whether the attachment is a Standard or a One-Time attachment. 2. Click a link in the File Name column to do one of the following: If the attachment is text, the text displays (see next Figure). If the attachment is a file, a prompt displays to Open the file in its native application, or to Save it. Page 112 of 192 8/30/2010

113 Figure 7: View Attachment (Text) 3. Review the Attachment Text. 4. Do one of the following: Click the Attachments link to return to the list of attachments for this agreement. Click the Orders:Agreements link to return to the list of agreements. Page 113 of 192 8/30/2010

114 Review Agreement Detail Information Please complete the following task(s): 1. On the Agreements screen with the list of agreements displayed, click a PO Number to display the Blanket Agreement screen with the details of the agreement. Figure 8: Blanket Agreement The PO Number in the header area is a link to the actual agreement. 2. Click the PO Number link in the header area to display the actual agreement. Page 114 of 192 8/30/2010

115 Figure 9: Blanket Agreement 3. Review the following fields in the Order Information section: Blanket Agreement The Oracle-assigned agreement number. Total The total dollar value of the agreement, in the order s Currency. Supplier The name of the supplier. Supplier Site The city where the supplier is located. Address The supplier s street address. Buyer The name of the GDATP buyer who is responsible for the order. Order Date The date the agreement was created in the system. Description A text description of the agreement, as needed. Status The agreement status, such as Open or Closed. Note to Supplier Any text entered by the buyer to the supplier. Supplier Order Number The supplier-assigned number for this purchase order, if there is one. Attachments A View link indicates that attachments are present. Payment Terms A description of the agreement s payment terms. Carrier The name of the freight carrier selected for this order, or Best Method if none has been selected. FOB (Free On Board) An indicator of where transfer of ownership of the materials or service takes place Source or Destination. Freight Terms A description of the freight payment terms. Shipping Control Bill To Address The street address to which invoices should be sent. Ship To Address The street address to which the shipment(s) should be delivered. Page 115 of 192 8/30/2010

116 Figure 10: Blanket Agreement 4. Review the following fields in the grid: Details Click the link to display extra fields for the item or service. Line The agreement s detail line number. Agreements can have many detail lines. Type A descriptor of the line s purpose, such as Goods or Amount Based (services). Item For items, this is the Oracle item number. Job The job number for which the item or services is intended, if any. Supplier Item For items, this is the supplier s item number. Description A description of the item or service. UOM The Unit of Measure for the item or service. Quantity The quantity ordered. Price The unit price of the item or service. Amount The total dollar value of the detail line. Status The status of the detail line, such as Open or Closed. Attachments An icon displays if attachments are present. 5. Click the Show link in the Details column next to one or more rows in the grid to display more fields for that detail line. Note: The extra Details fields in the grid are always blank for an agreement. This is because the agreement itself is never shipped. Instead, Releases from the agreement are shipped, and each Release has its own Purchase Order number (the Agreement Number plus -1, -2, -3, and so on for each shipment). 6. Click the Blanket Agreement: [agreement number] link at the top of the screen to return to the Blanket Agreements screen. Page 116 of 192 8/30/2010

117 Review Blanket Releases Figure 11: Blanket Agreement The Blanket Agreement screen shows the blanket agreement header information, and a list of Releases (if any) which were created from the blanket agreement. The agreement itself is never shipped. Instead, individual releases (stand-alone purchase orders) are created and shipped. Please complete the following task(s): 1. On the Blanket Agreement screen, click a PO number link in the Releases list to display the Blanket Release screen for that individual release. The PO Details area shows the items or services, price, and quantity to be released from the agreement. Page 117 of 192 8/30/2010

118 Figure 12: Blanket Release Note: You can click the Attachment link next to a row in the grid to display a list of attachments for this particular release. 2. Click the Show link in the Details column next to one or more rows in the grid to display more fields for that detail line. Page 118 of 192 8/30/2010

119 Figure 13: Blanket Release Details 3. Review the Details fields for each item in the grid: Shipment The shipment number for this line, starting with 1. Quantity Ordered The quantity to be released. Quantity Received The quantity that has been received at the buying company. Promised Date The date the order was promised to arrive at the buying company. Need-By Date The date by which the detail line is needed. Supplier Order Line The corresponding line number for the supplier s sales order, if there is one. Ship-To Location The name of the site to which the detail line should be delivered. Status The release status, such as Open or Closed. 4. Click the Blanket Agreement: [agreement number] link at the top of the screen to return to the Blanket Agreements screen. Page 119 of 192 8/30/2010

120 Figure 14: Blanket Agreement Print the Agreement Please complete the following task(s): 1. On the Blanket Agreement screen, click the PO Number link at the top of the screen to display the Blanket Agreement Information screen. Page 120 of 192 8/30/2010

121 Figure 15: Blanket Release 2. Click Printable View in the upper right corner to display a prompt. Figure 16: File Download Prompt 3. Do one of the following: Click Open to display the PDF. You can display or save the PDF from the Acrobat Reader screen. Click Save to display a Save As prompt. Select a folder and a filename for the PDF, then click Save to save the PDF and close the prompt. Page 121 of 192 8/30/2010

122 Figure 17: Agreement Printout in PDF 4. If you opened the PDF, close it to return to the Blanket Agreement screen. 5. Click the Orders:Agreements link to return to the list of agreements. 6. Click the Home tab to return to the isupplier Portal Home page. Page 122 of 192 8/30/2010

123 Supplier Reviewing Work Order Information Suppliers can review work order information through the isupplier Portal. Work orders are sometimes used for outsourced operations typically performed in one of GDATP s production facilities. They may also be used when a purchased item has a defined bill of material, some of which is to be furnished by GDATP or one of GDATP s other suppliers. Navigate to Work Orders Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 123 of 192 8/30/2010

124 Figure 2: isupplier Portal Home Page 2. Click the Orders tab, then click the Work Orders submenu. Figure 3: Work Orders Page 124 of 192 8/30/2010

125 Search for Work Orders There is no distinction between Simple Search and Advanced Search for Work Orders. You have only one set of search fields. Figure 4: Work Orders with Search Results The system displays one row for each work order. Each purchase order can trigger multiple work orders. Note: If a column header appears raised, you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Purchase Order. Please complete the following task(s): 1. Complete one or more of the following fields: Purchase Order Type a purchase order number. Work Order Type a work order number. From Need By Date Type a date and time that the work order s output is needed by, from which to start searching. Type the date and time in DD-MON-RRRR HH:MM:SS format. For example, type 01-Oct :00:00. To Need By Date Type a date and time that the work order s output is needed by, at which to stop searching. Type the date and time in DD-MON-RRRR HH:MM:SS format. For example, type 09-Oct :00:00. From Promise Date Type a date and time that the work order s output was promised by the supplier, from which to start searching. Type the date and time in DD-MON-RRRR HH:MM:SS format. For example, type 01-Oct :00:00. To Promise Date Type a date and time that the work order s output was promised by the supplier, at which to stop searching. Type the date and time in DD-MON-RRRR HH:MM:SS format. For example, type 09-Oct :00:00. Note: You can leave all of the search fields blank to run your search. 2. Click Go to display the list of work orders. Page 125 of 192 8/30/2010

126 Figure 5: Work Orders with Search Results In the example above, we searched by From Promise Date and To Promise Date. Review Work Order Information Please complete the following task(s): 1. Review the following fields in the grid: PO Number The Oracle-assigned purchase order number. Description A text description of the order, as needed. Work Order The Oracle-assigned work order number. Assembly Item The parent item that the work order will create. Promise Date The date the supplier promised the work order would be complete and delivered. Quantity Delivered The quantity of the Quantity Ordered that has been delivered so far. Quantity Ordered The quantity of the item to build on the work order. Unit Of Measure The ordered item s unit of measure, such as Eaches or Pounds or Kilograms. Note: There is no Export, Print, or Attachment feature for work orders in the isupplier Portal. 2. Click a Work Order Number in the grid to display the Job screen for the work order. Page 126 of 192 8/30/2010

127 Figure 6: Job 3. Review the following fields: Job/Schedule The work order number. Line The work order s detail line number. Item The item being purchased. This is usually a variant of the Assembly item number. Item Description A description of the item being purchased. This is usually the same as the Assembly Item Description. Assembly Item The item being built on the work order. Assembly Item Description A description of the item being built. Assembly Quantity The number of units to build for the Assembly Item. Unit of Measure The Assembly Item s unit of measure, such as Eaches. Operation Sequence The number of the step in the work order. Start Date of Operation The date the work order is to be started. Status of Job/Schedule The status of the work order, such as Open or Closed. Quantity Ordered The number of units to build for the Assembly Item. Quantity Delivered The number of units built so far. Operation Instructions Text instructions for the execution of the work order. 4. Click the Components link in the upper right corner of the screen (if it is available) to display the Components screen for the work order. Page 127 of 192 8/30/2010

128 Figure 7: Components 5. Review the following fields for each component of the parent item being built on the work order: Component The component number. Description A description of the component item. Quantity per Unit The quantity of the component that is required to build one unit of the parent item. Unit of Measure The component s unit of measure, such as Each. Supply Type The method of kanban supply for the component, such as Push or Pull. Attachment An icon indicates that an attachment is available for viewing. 6. Click the Orders:Work Orders link in the upper left corner of the screen to return to the Work Orders screen. Note: The screen erases your previous search results. 7. Click the Home tab to return to the isupplier Portal Home page. Page 128 of 192 8/30/2010

129 Supplier Reviewing Planned Delivery Information Suppliers can review planned delivery information for future shipments through the isupplier Portal. Navigate to Delivery Schedules Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 129 of 192 8/30/2010

130 Figure 2: isupplier Portal Home Page 2. In the menu on the right side of the screen, under Shipments, click Delivery Schedules. Note: This is the same as clicking the Shipments tab. Figure 3: Delivery Schedules Page 130 of 192 8/30/2010

131 Search for Delivery Schedule Information with Simple Search Use the Simple Search if you need to search using limited criteria. The Delivery Schedules screen shows the Simple Search fields at the top by default. Note: If a column header appears raised, you can click it to sort the data in Ascending (^) or Descending (v) order by that column. Please complete the following task(s): 1. Complete one or more of the Simple Search fields: Organization (the buying company) Type the name of a buying company, or search for one. Supplier Item Type the number that you use for an item. Due Date Type the date a shipment is due to arrive at its destination. Item Number Type an Oracle item number. PO Number Type a purchase order number. Item Description Type an item description. Ship-To Location Type the name of the ship-to destination. Note: You can leave all of the search fields blank to run your search. 2. Click Go. Figure 4: Delivery Schedules Shipments display, sorted by newest Due Date (farthest into the future) first. Page 131 of 192 8/30/2010

132 Search for Delivery Schedule Information with Advanced Search Use the Advanced Search if you need to search using more flexible criteria. Please complete the following task(s): 1. On the Shipments tab, click Advanced Search in the upper right corner to display the Advanced Search view. Figure 5: Delivery Schedules with Advanced Search fields The Advanced Search lets you include or exclude criteria, and it lets you specify whether all criteria must be met, or some of it. You can search using any or all of the search fields in the header area, and you can also add search fields from a list, as needed. If you add search fields to the header area, those fields display only for this logon session, and they will not display the next time you log on. 2. Select one of the following: Select Show table data when all conditions are met to display only search results that meet all of the criteria you specify. This is the default. Select Show table data when any condition is met to display search results that meet any of the criteria you specify. You will get more results this way, but it may take longer to find the information you need. 3. Complete any of the search fields: Organization Select is or is not, and type the name of a buying company in the field to the right. You can also search for one. PO Number Select is or is not, and type a PO number in the field to the right. Supplier Item Select is or is not, and type the item number that you use for an item in the field to the right. You can also search for one. Item Description Select is or is not, and type a description for the item in the field to the right. 4. Click Go to display the search results. Page 132 of 192 8/30/2010

133 Figure 6: Delivery Schedules with Advanced Search results In the example above, we searched by Item Description. 5. Click in the Add Another field and select another field to search by, as needed. Then click Add to add it to the list. Then you can search using the new field also. These extra fields display only for this logon session. 6. Review the following fields in the grid for each scheduled delivery: PO Number The Oracle-assigned purchase order number. Supplier Item For items, this is the supplier s item number. Item Description A description of the item or service. UOM The Unit of Measure for the item or service. Quantity Ordered The quantity ordered. Quantity Received The quantity delivered so far. Ship-To Location The name of the ship-to destination. Carrier The name of the transportation carrier for the shipment. Item For items, this is the Oracle item number. Supplier The name of your supplier company. Supplier Location The name of the supplier site. Due Date The date the shipment should arrive at the ship-to destination. 7. Click any of the links in a grid row to display information about that scheduled delivery: PO Number Displays the Purchase Order Information screen. Quantity Received Displays the Receipt Transaction screen. Ship-To Location Displays the Ship-To Location screen for the location. Supplier Location Displays the Supplier Contact Info screen for the supplier site. 8. Click Views in the upper right corner of the screen to return to the Simple Search view. Page 133 of 192 8/30/2010

134 9. Click the Home tab to return to the isupplier Portal Home page. Page 134 of 192 8/30/2010

135 Supplier Reviewing Shipment Information Suppliers can review shipment information for past shipments through the isupplier Portal. Navigate to Advance Shipment Notices Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 135 of 192 8/30/2010

136 Figure 2: isupplier Portal Home Page 2. In the menu on the right side of the screen, under Shipments, click Advance Shipment Notices. Note: This is the same as clicking the Shipments tab, then clicking the Shipment Notices submenu. Figure 3: Shipment Notices Page 136 of 192 8/30/2010

137 3. Click View/Cancel Advance Shipment and Billing Notices. Search for Advance Shipping Notices with Simple Search Use the Simple Search if you need to search using limited criteria. The View/Cancel Advance Shipment Notice screen shows the Simple Search fields at the top by default. Note: If a column header appears raised, you can click it to sort the data in Ascending (^) or Descending (v) order by that column. Figure 4: View/Cancel Advance Shipment Notice Please complete the following task(s): 1. Click in the View field and select one of the following: Last 25 Shipment Notices All Shipment Notices 2. Click Go to display the search results. Page 137 of 192 8/30/2010

138 Search for Advance Shipping Notices with Advanced Search Use the Advanced Search if you need to search using more flexible criteria. Please complete the following task(s): 1. Click Advanced Search in the upper right corner of the screen to display the Advanced Search fields. Figure 6: View/Cancel Advance Shipment Notice with Advanced Search fields The Advanced Search lets you include or exclude criteria, and it lets you specify whether all criteria must be met, or some of it. You can search using any or all of the search fields in the header area, and you can also add search fields from a list, as needed. If you add search fields to the header area, those fields display only for this logon session, and they will not display the next time you log on. 2. Select one of the following: Select Show table data when all conditions are met to display only search results that meet all of the criteria you specify. This is the default. Select Show table data when any condition is met to display search results that meet any of the criteria you specify. You will get more results this way, but it may take longer to find the information you need. 3. Complete any of the search fields: Shipment Number Select is or is not, and type a shipment number (ASN) in the field to the right. PO Number Select is or is not, and type a PO number in the field to the right. Ship To Location Select is or is not, and type the name of a ship-to destination in the field to the right. You can also search for a ship-to location. Supplier Site Select is or is not, and type the name of one of your supplier sites in the field to the right. You can also search for a site. 4. Click Search to display the search results. Page 138 of 192 8/30/2010

139 Figure 7: View/Cancel Advance Shipment Notice with Advanced Search results In the example above, we searched by PO Number. 5. Click in the Add Another field and select another field to search by, as needed. Then click Add to add it to the list. Then you can search using the new field also. These extra fields display only for this logon session. 6. Click Views in the upper right corner of the screen to return to the Simple Search view. 7. Click the Home tab in the upper right corner of the screen to return to the isupplier Home page. Page 139 of 192 8/30/2010

140 Review Detailed Shipment Information Please complete the following task(s): 1. On the View/Cancel Advance Shipment Notice screen, with search results displayed, click a Shipment Number to display the details for that shipment. Figure 8: Advance Shipment Notice 2. Review the Freight Information, as needed: Freight Terms Freight Carrier Number of Containers Bill of Lading Waybill/Airbill Number Packing Slip Packing Code Tare Weight UOM Tare Weight Special Handling Code Net Weight UOM Net Weight Comments Page 140 of 192 8/30/2010

141 3. Review the information in the grid for each shipment listed on the ASN: Details Click the link to display extra fields for the item or service. Line The purchase order s detail line number. Orders can have many detail lines. Shipment The shipment number within the ASN. One ASN can have several shipments. Supplier Item For items, this is the supplier s item number. Item For items, this is the Oracle item number. Item Description A description of the item. Due Date The date the shipment should arrive at the Ship-To address. Quantity Ordered The quantity ordered. Quantity Received The quantity received at the Ship-To address so far. UOM The Unit of Measure for the item Ship-To Location The name of the buying company s Ship-To address. Name Plate Number/Lot Number /Serial Number The item s unique identification number, if there is one. Attachments An icon displays if attachments are present. Cancellation Status Indicates whether the shipment has been cancelled. 4. Click the Details link next to one or more rows in the grid to display more fields for each detail line. Figure 9: Advance Shipment Notice with Details Displayed Page 141 of 192 8/30/2010

142 5. Review the extra fields for each item in the shipment: Packing Slip The packing slip number for this shipment. Truck Number The truck number carrying the shipment. Container Number The container number holding the shipment. Barcode Label The barcode label type. Country of Origin The shipment s origin country. Comments Any comments added by the supplier. 6. Click Export to display a prompt. Figure 10: File Download Prompt 7. Do one of the following: Click Open to display the CSV file in Microsoft Excel. You can display, print, or save it from Excel. Click Save to display a Save As prompt. Select a folder and a filename for the PDF, then click Save to save the PDF and close the prompt. Page 142 of 192 8/30/2010

143 Figure 11: CSV Export in Excel 8. If you opened the CSV, close it to return to the Advance Shipment Notice screen. 9. Click the Shipments:Shipment Notices link to return to the View/Cancel Advance Shipment Notices search screen. 10. Click the Home tab to return to the isupplier Portal Home page. Page 143 of 192 8/30/2010

144 Supplier Reviewing Receipt Information Suppliers can review receipt information for past shipments through the isupplier Portal. Navigate to Receipt Transactions Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 144 of 192 8/30/2010

145 Figure 2: isupplier Portal Home Page 2. In the menu on the right side of the screen, under Receipts, click Receipts. Note: This is the same as clicking the Receipts tab, then clicking the Receipts submenu. Figure 3: Receipt Transactions Page 145 of 192 8/30/2010

146 Search for Receipts with Simple Search Use the Simple Search if you need to search using limited criteria. The Receipt Transactions screen shows the Simple Search fields at the top by default. Figure 4: Receipt Transactions with Simple Search Results The system displays one row for each receipt. Note: If a column header appears raised, you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Order Date. Please complete the following task(s): 1. Complete one or more of the Simple Search fields: Organization Type the name of the Business Unit which placed the order. Receipt Number Type an Oracle system-assigned receipt number. Receipt Date Type a date the item or service was received. PO Number Type a purchase order number. Item For items, type the Oracle item number. Supplier Item For items, type the supplier s item number. Receipt Location Type the name of the Ship-To Location. Note: You can leave all of the search fields blank to run your search. 2. Click Go to display the search results. Page 146 of 192 8/30/2010

147 Search for Receipts with Advanced Search Use the Advanced Search if you need to search using more flexible criteria. Please complete the following task(s): 1. Click Advanced Search in the upper right corner of the screen to display the Advanced Search fields. Figure 5: Receipt Transactions with Advanced Search fields The Advanced Search lets you include or exclude criteria, and it lets you specify whether all criteria must be met, or some of it. You can search using any or all of the search fields in the header area, and you can also add search fields from a list, as needed. If you add search fields to the header area, those fields display only for this logon session, and they will not display the next time you log on. 2. Select one of the following: Select Show table data when all conditions are met to display only search results that meet all of the criteria you specify. This is the default. Select Show table data when any condition is met to display search results that meet any of the criteria you specify. You will get more results this way, but it may take longer to find the information you need. 3. Complete any of the search fields: Organization Select is or is not, and type the name of one of the buying company s Business Units in the field to the right. Receipt Number Select is, is not, contains, starts with or ends with, and type an Oracle systemassigned receipt number in the field to the right. Receipt Date Select is, is not, before or after, and type a date in the field to the right. PO Number Select is, is not, contains, starts with, or ends with, and type all or part of a PO number in the field to the right. 4. Click Search to display the search results. Page 147 of 192 8/30/2010

148 Figure 6: Receipt Transactions with Advanced Search results In the example above, we searched by Receipt Date. 5. Click in the Add Another field and select another field to search by, as needed. Then click Add to add it to the list. Then you can search using the new field also. These extra fields display only for this logon session. 6. Click Views in the upper right corner of the screen to return to the Simple Search view. Page 148 of 192 8/30/2010

149 Review Receipt Information Figure 7: Receipt Transactions Please complete the following task(s): 1. Review the following fields in the grid: Receipt Number The Oracle-assigned receipt number. Receipt Date The date the receipt was entered in the Oracle system. PO Number The Oracle-assigned purchase order number. Item For items, this is the Oracle item number. Supplier Item For items, this is the supplier s item number. Item Description A description of the item or service. UOM The Unit of Measure for the item or service. Quantity Received The quantity that was received. Receipt Location The buying company s Business Unit where the item or service was received. View Attachments An icon displays if attachments are present. 2. Click a Receipt Number in the grid to display the Receipt History screen for that receipt. Page 149 of 192 8/30/2010

150 Figure 8: Receipt History 3. Review the following fields in the grid: Creation Date The date and time that the receipt was entered in the Oracle system. Ship Date The date the item was shipped from the supplier. Defects Click the icon to display the Failed Inspection Items screen with information about any defective items for this shipment. Returns Click the icon to display the Returns Summary screen with information about any returned items for this shipment. Page 150 of 192 8/30/2010

151 Figure 9: Failed Inspection Items Figure 10: Returns Summary 4. From any of the Receipts screens, click Export to display a prompt. Page 151 of 192 8/30/2010

152 Figure 11: File Download Prompt 5. Do one of the following: Click Open to display the CSV file in Microsoft Excel. You can display, print, or save it from Excel. Click Save to display a Save As prompt. Select a folder and a filename for the PDF, then click Save to save the PDF and close the prompt. Figure 12: CSV Export in Excel 6. If you opened the CSV, close it to return to the Receipts screen from which you exported. 7. Click the Shipments:Receipts link to return to the Receipt Transactions search screen. Page 152 of 192 8/30/2010

153 8. Click the Home tab to return to the isupplier Portal Home page. Page 153 of 192 8/30/2010

154 Supplier Reviewing Overdue Receipt Information Suppliers can review overdue and incomplete receipts through the isupplier Portal. Navigate to Overdue Receipts Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 154 of 192 8/30/2010

155 Figure 2: isupplier Portal Home Page 2. In the menu on the right side of the screen, under Shipments, click Overdue Receipts. Note: This is the same as clicking the Shipments tab, then clicking the Overdue Receipts submenu. Figure 3: Overdue Receipts Page 155 of 192 8/30/2010

156 Search for Overdue Receipts with Simple Search Use the Simple Search if you need to search using limited criteria. The Overdue Receipts screen shows the Simple Search fields at the top by default. Figure 4: Overdue Receipt Transactions with Simple Search Results The system displays one row for each purchase order whose full Quantity Ordered was not received by the Due Date. Note: If a column header appears raised, you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Order Date. Please complete the following task(s): 1. Complete one or more of the Simple Search fields: Organization Type the name of the Business Unit which placed the order. PO Number Type a purchase order number. Item For items, type the Oracle item number. Supplier Item For items, type the supplier s item number. Due Date Type a date on which a shipment was due to arrive at the Ship-To Location. Note: You can leave all of the search fields blank to run your search. 2. Click Go to display the search results. Page 156 of 192 8/30/2010

157 Search for Overdue Receipts with Advanced Search Use the Advanced Search if you need to search using more flexible criteria. Please complete the following task(s): 1. Click Advanced Search in the upper right corner of the screen to display the Advanced Search fields. Figure 5: Overdue Receipts with Advanced Search fields The Advanced Search lets you include or exclude criteria, and it lets you specify whether all criteria must be met, or some of it. You can search using any or all of the search fields in the header area, and you can also add search fields from a list, as needed. If you add search fields to the header area, those fields display only for this logon session, and they will not display the next time you log on. 2. Select one of the following: Select Show table data when all conditions are met to display only search results that meet all of the criteria you specify. This is the default. Select Show table data when any condition is met to display search results that meet any of the criteria you specify. You will get more results this way, but it may take longer to find the information you need. 3. Complete any of the search fields: Organization Select is, is not, contains, starts with, or ends with, and type the name of one of the buying company s Business Units in the field to the right. PO Number Select is, is not, contains, starts with, or ends with, and type all or part of a PO number in the field to the right. Item Select is, is not, contains, starts with, or ends with, and type all or part of an Oracle item number in the field to the right. Supplier Item Select is, is not, contains, starts with, or ends with, and type all or part of a supplier item number in the field to the right. 4. Click Search to display the search results. Page 157 of 192 8/30/2010

158 In the example above, we searched by Item number. Figure 6: Overdue Receipts with Advanced Search results 5. Click in the Add Another field and select another field to search by, as needed. Then click Add to add it to the list. Then you can search using the new field also. These extra fields display only for this logon session. 6. Click Views in the upper right corner of the screen to return to the Simple Search view. Page 158 of 192 8/30/2010

159 Review Overdue Receipt Information Figure 7: Overdue Receipts Please complete the following task(s): 1. Review the following fields in the grid: PO Number The Oracle-assigned purchase order number. Item For items, this is the Oracle item number. Supplier Item For items, this is the supplier s item number. Item Description A description of the item or service. Due Date The date the ordered quantity of the item or service was to arrive at the Ship-To Location. UOM The Unit of Measure for the item or service. Quantity Ordered The quantity that was ordered. Receipt Number The Oracle-assigned receipt number. Quantity Received The quantity that was received so far. Ship-To Location The GDATP Operations Site where the item or service should have been received. Carrier The name of the freight carrier selected for this order, or Best Method if none has been selected. Buyer The name of the GDATP buyer who is responsible for the order. 2. Click a PO Number in the grid to display the Purchase Order Information or the Blanket Release screen for that purchase order. Page 159 of 192 8/30/2010

160 Figure 8: Purchase Order Information / Blanket Release Note: The screen which displays here depends on whether the purchase order was a stand-alone PO, or a blanket agreement release. 3. From any of the Overdue Receipts screens, click Export to display a prompt. Figure 9: File Download Prompt 4. Do one of the following: Click Open to display the CSV file in Microsoft Excel. You can display, print, or save it from Excel. Click Save to display a Save As prompt. Select a folder and a filename for the PDF, then click Save to save the PDF and close the prompt. Page 160 of 192 8/30/2010

161 Figure 10: CSV Export in Excel 5. If you opened the CSV, close it to return to the Receipts screen from which you exported. 6. Click the Shipments:Overdue Receipts link to return to the Overdue Receipts search screen. 7. Click the Home tab to return to the isupplier Portal Home page. Page 161 of 192 8/30/2010

162 Supplier Reviewing On-Time Delivery Information Suppliers can review return on-time delivery information for receipts through the isupplier Portal. Navigate to On-Time Performance Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 162 of 192 8/30/2010

163 Figure 2: isupplier Portal Home Page 2. In the menu on the right side of the screen, under Receipts, click On-Time Performance. Note: This is the same as clicking the Shipments tab, then clicking the On-Time Performance submenu. Figure 3: On-Time Performance Page 163 of 192 8/30/2010

164 Search for On-Time Performance with Simple Search Use the Simple Search if you need to search using limited criteria. The On-Time Performance screen shows the Simple Search fields at the top by default. Figure 4: On-Time Performance with Simple Search Results The system displays one row for each receipt. Note: If a column header appears raised, you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Due Date. Please complete the following task(s): 1. Complete one or more of the Simple Search fields: Organization Type the name of the Business Unit which placed the order. Due Date Type a date that a shipment was due. Receipt Number Type an Oracle system-assigned receipt number. Supplier Item For items, type the supplier s item number. Delivery Status Select On-Time, Early or Late. PO Number Type a purchase order number. Shipment Number Type a shipment number (ASN) in the field to the right. Item For items, type the Oracle item number. Waybill/Airbill Number Type the carrier s Bill Of Lading number. Note: You can leave all of the search fields blank to run your search. 2. Click Go to display the search results. Page 164 of 192 8/30/2010

165 Search for On-Time Performance with Advanced Search Use the Advanced Search if you need to search using more flexible criteria. Please complete the following task(s): 1. Click Advanced Search in the upper right corner of the screen to display the Advanced Search fields. Figure 5: On-Time Performance with Advanced Search fields The Advanced Search lets you include or exclude criteria, and it lets you specify whether all criteria must be met, or some of it. You can search using any or all of the search fields in the header area, and you can also add search fields from a list, as needed. If you add search fields to the header area, those fields display only for this logon session, and they will not display the next time you log on. 2. Select one of the following: Select Show table data when all conditions are met to display only search results that meet all of the criteria you specify. This is the default. Select Show table data when any condition is met to display search results that meet any of the criteria you specify. You will get more results this way, but it may take longer to find the information you need. 3. Complete any of the search fields: Organization - Select is or is not, and type the name of one of the buying company s Business Units in the field to the right. PO Number Select is, is not, contains, starts with, or ends with, and type all or part of a PO number in the field to the right. Due Date Select is, is not, after, or before, and type a due date in the field to the right. Shipment Number Select is, is not, contains, starts with, or ends with, and type all or part of an Advanced Shipping Notice number in the field to the right. 4. Click Search to display the search results. Page 165 of 192 8/30/2010

166 Figure 6: On-Time Performance with Advanced Search results Note: In this example, we searched by PO Number. 5. Click in the Add Another field and select another field to search by, as needed. Then click Add to add it to the list. Then you can search using the new field also. These extra fields display only for this logon session. 6. Click Views in the upper right corner of the screen to return to the Simple Search view. Page 166 of 192 8/30/2010

167 Review On-Time Performance Information Figure 7: On-Time Performance Please complete the following task(s): 1. Review the following fields in the grid: Organization PO Number The Oracle-assigned purchase order number. Due Date Shipment Number The Advance Shipping Notice number. Receipt Number The Oracle-assigned receipt number. Receipt Date The date the receipt was entered in the Oracle system. Item For items, this is the Oracle item number. Supplier Item For items, this is the supplier s item number. Description A description of the item or service. UOM The Unit of Measure for the item or service. Quantity Received The quantity that was received. Waybill/Airbill Number The carrier s Bill Of Lading number. Carrier The name of the shipment s carrier. Delivery Status On-Time, Late, or Early, as defined by the shipment s Due Date versus the actual Receipt Date. Note: You can click a PO Number link to display the Purchase Order Information screen for that order, or click a Receipt Number link to display the Receipt Transactions screen for that receipt. 2. From the On-Time Performance screen, click Export to display a prompt. Page 167 of 192 8/30/2010

168 Figure 8: File Download Prompt 3. Do one of the following: Click Open to display the CSV file in Microsoft Excel. You can display, print, or save it from Excel. Click Save to display a Save As prompt. Select a folder and a filename for the PDF, then click Save to save the PDF and close the prompt. Figure 9: File Download Prompt 4. If you opened the CSV, close it to return to the Receipts screen from which you exported. 5. Click the Home tab to return to the isupplier Portal Home page. Page 168 of 192 8/30/2010

169 Supplier Reviewing Return Information Suppliers can review return information for receipts through the isupplier Portal. Navigate to Returns Summary Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 169 of 192 8/30/2010

170 Figure 2: isupplier Portal Home Page 2. In the menu on the right side of the screen, under Receipts, click Returns. Note: This is the same as clicking the Shipments tab, then clicking the Returns submenu. Figure 3: Returns Summary Page 170 of 192 8/30/2010

171 Note: You can get to the Returns Summary screen from the Receipt History screen, by clicking the Returns icon for the receipt. Search for Returns with Simple Search Use the Simple Search if you need to search using limited criteria. The Returns Summary screen shows the Simple Search fields at the top by default. Figure 4: Returns Summary with Simple Search Results The system displays one row for each return. Note: If a column header appears raised, you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Order Date. Please complete the following task(s): 1. Complete one or more of the Simple Search fields: Receipt Number Type an Oracle system-assigned receipt number. PO Number Type a purchase order number. Shipment Number Type a shipment number (Advance Shipping Notice number). RMA Number Type a Return Merchandise Authorization number. Item For items, type the Oracle item number. Supplier Item For items, type the supplier s item number. Item Description Type a description of the item. Note: You can leave all of the search fields blank to run your search. 2. Click Go to display the search results. Page 171 of 192 8/30/2010

172 Search for Receipts with Advanced Search Use the Advanced Search if you need to search using more flexible criteria. Please complete the following task(s): 1. Click Advanced Search in the upper right corner of the screen to display the Advanced Search fields. Figure 5: Returns Summary with Advanced Search fields The Advanced Search lets you include or exclude criteria, and it lets you specify whether all criteria must be met, or some of it. You can search using any or all of the search fields in the header area, and you can also add search fields from a list, as needed. If you add search fields to the header area, those fields display only for this logon session, and they will not display the next time you log on. 2. Select one of the following: Select Show table data when all conditions are met to display only search results that meet all of the criteria you specify. This is the default. Select Show table data when any condition is met to display search results that meet any of the criteria you specify. You will get more results this way, but it may take longer to find the information you need. 3. Complete any of the search fields: Receipt Number Select is, is not, contains, starts with, ends with, greater than, less than, after, or before, and type an Oracle system-assigned receipt number in the field to the right. PO Number Select is, is not, contains, starts with, ends with, greater than, less than, after, or before, and type all or part of a PO number in the field to the right. Shipment Number Select is, is not, contains, starts with, ends with, greater than, less than, after, or before, and type an Advance Shipping Notice number in the field to the right. RMA Number Select is, is not, contains, starts with, ends with, greater than, less than, after, or before, and type a Return Merchandise Authorization number in the field to the right. Match Case Select this option to refine your search and speed it up. 4. Click Search to display the search results. Page 172 of 192 8/30/2010

173 5. Click in the Add Another field and select another field to search by, as needed. Then click Add to add it to the list. Then you can search using the new field also. These extra fields display only for this logon session. 6. Click Views in the upper right corner of the screen to return to the Simple Search view. Review Receipt Information Figure 6: Returns Summary Please complete the following task(s): 1. Review the following fields in the grid: Receipt Number The Oracle-assigned receipt number. PO Number The Oracle-assigned purchase order number. Shipment The Advance Shipping Notice number. RMA Number The Return Merchandise Authorization number issued by the supplier. Receipt Creation Date The date the receipt was entered in the Oracle system. Item For items, this is the Oracle item number. Supplier Item For items, this is the supplier s item number. Item Description A description of the item or service. UOM The Unit of Measure for the item or service. Quantity Received The quantity that was received. Quantity Returned The quantity that was returned to the supplier. Return Date The date the quantity was shipped back to the supplier. Reason Text describing the reason for the return. 2. From the Returns Summary screen, click Export to display a prompt. Page 173 of 192 8/30/2010

174 Figure 7: File Download Prompt 3. Do one of the following: Click Open to display the CSV file in Microsoft Excel. You can display, print, or save it from Excel. Click Save to display a Save As prompt. Select a folder and a filename for the PDF, then click Save to save the PDF and close the prompt. 4. If you opened the CSV, close it to return to the Receipts screen from which you exported. 5. Click the Shipments:Receipts link to return to the Receipt Transactions search screen. 6. Click the Home tab to return to the isupplier Portal Home page. Page 174 of 192 8/30/2010

175 Supplier Reviewing Invoice Information Suppliers can review invoice information for shipments through the isupplier Portal. Navigate to Invoice Summary Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 175 of 192 8/30/2010

176 Figure 2: isupplier Portal Home Page 2. In the menu on the right side of the screen, under Invoices, click Invoices. Note: This is the same as clicking the Account tab, then clicking the View Invoices submenu. Figure 3: Invoice Summary Page 176 of 192 8/30/2010

177 Search for Invoices with Simple Search Use the Simple Search if you need to search using limited criteria. The Invoice Summary screen shows the Simple Search fields at the top by default. Figure 4: Invoice Summary with Simple Search Results The system displays one row for each receipt. Note: If a column header appears raised, you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Order Date. Please complete the following task(s): 1. Complete one or more of the Simple Search fields: Invoice Number Type an invoice number. Payment Number Type a payment number (such as a check number). Gross Amount From Type a gross amount of the invoice at which to start searching. Gross Amount To Type a gross amount of the invoice at which to stop searching. Amount Due From Type an amount due at which to start searching. Amount Due To Type an amount due at which to stop searching. PO Number Type a purchase order number. Payment Status Select Not Paid, Partially Paid, or Paid. Invoice Date From Type an invoice date at which to start searching. Invoice Date To Type an invoice date at which to stop searching. Due Date From Type a due date at which to start searching. Due Date To Type a due date at which to stop searching. Note: You can leave all of the search fields blank to run your search. 2. Click Go to display the search results. Page 177 of 192 8/30/2010

178 Search for Invoices with Advanced Search Use the Advanced Search if you need to search using more flexible criteria. Please complete the following task(s): 1. Click Advanced Search in the upper right corner of the screen to display the Advanced Search fields. Figure 5: Invoice Summary with Advanced Search fields The Advanced Search lets you include or exclude criteria, and it lets you specify whether all criteria must be met, or some of it. You can search using any or all of the search fields in the header area, and you can also add search fields from a list, as needed. If you add search fields to the header area, those fields display only for this logon session, and they will not display the next time you log on. 2. Select one of the following: Select Show table data when all conditions are met to display only search results that meet all of the criteria you specify. This is the default. Select Show table data when any condition is met to display search results that meet any of the criteria you specify. You will get more results this way, but it may take longer to find the information you need. 3. Complete any of the search fields: Invoice Number Select is, is not, contains, starts with or ends with, and type all or part of an invoice number in the field to the right. Invoice Date Select is, is not, before or after, and type a date in the field to the right. PO Number Select is, is not, contains, starts with or ends with, and type an Oracle systemassigned purchase order number in the field to the right. Payment Number - Select is, is not, contains, starts with or ends with, and type a payment number (such as a check number) in the field to the right. 4. Click Search to display the search results. Page 178 of 192 8/30/2010

179 Figure 6: Invoice Summary with Advanced Search results In the example above, we searched by Invoice Number. 5. Click in the Add Another field and select another field to search by, as needed. Then click Add to add it to the list. Then you can search using the new field also. These extra fields display only for this logon session. 6. Click Views in the upper right corner of the screen to return to the Simple Search view. Page 179 of 192 8/30/2010

180 Review Receipt Information Figure 7: Invoice Summary Please complete the following task(s): 1. Review the following fields in the grid: Invoice Number The invoice number. Description A description of the invoice or how it was created. Invoice Date The date the invoice was created in the Oracle system. PO Number The Oracle-assigned purchase order number. Currency The invoice currency, such as USD or EUR. Gross Amount The total amount of the invoice. Amount Due The invoice s amount due. Due Date The date payment is due for the invoice. Status The processing status of the invoice after the supplier submits it to the buying company, such as In-Process, Approved, or Rejected. Payment Number The payment number for the payment made in response to the invoice. Discount Date The date by which payment must be received in order to earn a discount on the invoice, if discount terms have been negotiated. Discount Available The available discount amount, if any. Packing Slip The packing slip number that the supplier entered for the invoiced shipment. Supplier The name of the supplier. Supplier Site The name of the supplier site where payment should be sent. (Invoice) Type The type of invoice, such as Standard, Debit Memo, or Credit Memo. 2. Click an Invoice Number in the grid to display the Associated POs screen for that invoice. Page 180 of 192 8/30/2010

181 Figure 8: Associated POs 3. Review the following fields in the grid: PO Number The PO number associated with the invoice. You can click the PO Number link to display the Purchase Order Information screen with the details of the purchase order. Currency Total Buyer Supplier Supplier Site 4. Click the Back button in your browser to return to the search results on the Invoice Summary screen. (If you click the Account: View Invoices link to return to the Invoice Summary screen, it erases your search results.) 5. From the Invoice Summary screen, click a Payment Number link to display the Payments screen with the payment for the invoice. Page 181 of 192 8/30/2010

182 Figure 9: Payments 6. From any of these screens, click Export to display a prompt. Figure 10: File Download Prompt 7. Do one of the following: Click Open to display the CSV file in Microsoft Excel. You can display, print, or save it from Excel. Click Save to display a Save As prompt. Select a folder and a filename for the PDF, then click Save to save the PDF and close the prompt. Page 182 of 192 8/30/2010

183 Figure 11: CSV Export in Excel 8. If you opened the CSV, close it to return to the screen from which you exported. 9. Click the Back button in your browser to return to the search results on the Invoice Summary screen. (If you click the Account: View Invoices link to return to the Invoice Summary screen, it erases your search results.) 10. Click the Home tab to return to the isupplier Portal Home page. Page 183 of 192 8/30/2010

184 Supplier Reviewing Payment Information Suppliers can review payment information for invoices through the isupplier Portal. Navigate to Payment Summary Please complete the following task(s): 1. Click the Home Page link. Figure 1: Main Menu Page 184 of 192 8/30/2010

185 Figure 2: isupplier Portal Home Page 2. In the menu on the right side of the screen, under Payments, click Payments. Note: This is the same as clicking the Account tab, then clicking the View Payments submenu. Figure 3: Payment Summary Page 185 of 192 8/30/2010

186 Search for Payments with Simple Search Use the Simple Search if you need to search using limited criteria. The Payment Summary screen shows the Simple Search fields at the top by default. Figure 4: Payment Summary with Simple Search Results The system displays one row for each payment. Note: If a column header appears raised, you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Payment Date. Please complete the following task(s): 1. Complete one or more of the Simple Search fields: PO Number Type a purchase order number. Payment Date From Type a payment date at which to start searching. Payment Date To Type a payment date at which to stop searching. Payment Number Type a payment number (such as a check number). Payment Amount From Type an amount of the payment at which to start searching. Payment Amount To Type an amount of the payment at which to stop searching. Note: You can leave all of the search fields blank to run your search. 2. Click Go to display the search results. Page 186 of 192 8/30/2010

187 Search for Payments with Advanced Search Use the Advanced Search if you need to search using more flexible criteria. Please complete the following task(s): 1. Click Advanced Search in the upper right corner of the screen to display the Advanced Search fields. Figure 5: Payment Summary with Advanced Search fields The Advanced Search lets you include or exclude criteria, and it lets you specify whether all criteria must be met, or some of it. You can search using any or all of the search fields in the header area, and you can also add search fields from a list, as needed. If you add search fields to the header area, those fields display only for this logon session, and they will not display the next time you log on. 2. Select one of the following: Select Show table data when all conditions are met to display only search results that meet all of the criteria you specify. This is the default. Select Show table data when any condition is met to display search results that meet any of the criteria you specify. You will get more results this way, but it may take longer to find the information you need. 3. Complete any of the search fields: Payment Number Select is, is not, greater than or less than, and type all or part of a payment number in the field to the right. PO Number Select is, is not, contains, starts with or ends with, and type an Oracle systemassigned purchase order number in the field to the right. Payment Date Select is, is not, before or after, and type a date in the field to the right. Business Unit Select is or is not, and type the name of one of the buying company s Business Units in the field to the right. 4. Click Search to display the search results. Page 187 of 192 8/30/2010

188 Figure 6: Payment Summary with Advanced Search results In the example above, we searched by Payment Number. 5. Click in the Add Another field and select another field to search by, as needed. Then click Add to add it to the list. Then you can search using the new field also. These extra fields display only for this logon session. 6. Click Views in the upper right corner of the screen to return to the Simple Search view. Page 188 of 192 8/30/2010

189 Review Payment Information Figure 7: Payment Summary Please complete the following task(s): 1. Review the following fields in the grid: Payment The payment number for the payment made in response to the invoice. Invoice The invoice number. One payment can cover many invoices. PO Number The Oracle-assigned purchase order number. One payment can cover many purchase orders. Payment Date The date the payment was created in the Oracle system. Currency The payment currency, such as USD or EUR. Amount The amount of the payment. Stopped An asterisk (*) in this column indicates that the payment was stopped. Cleared An asterisk (*) in this column indicates that the payment has cleared the bank (is good). Voided An asterisk (*) in this column indicates that the payment was voided. Click the Payment Number link to display the Payments screen with the date the payment was voided. The void amount displays as a credit. Supplier Site The name of the supplier site where the payment was sent. Supplier Address The address of the supplier site where the payment was sent. 2. Click a Payment Number in the grid to display the Payments screen for that invoice. Page 189 of 192 8/30/2010

190 Figure 8: Payments 3. Review the following fields in the grid: Invoice The invoice number for which the payment was intended. Accounting Date The date the payment was created. Currency The currency of the payment, such as USD or EUR. Amount The amount of the payment to be applied to the invoice. Discount Taken The amount of the discount that was taken, if any. 4. Click the Account: View Payments link in the top left corner of the screen to return to the search results on the Payment Summary screen. 5. From any of these screens, click Export to display a prompt. Page 190 of 192 8/30/2010

191 Figure 9: File Download Prompt 6. Do one of the following: Click Open to display the CSV file in Microsoft Excel. You can display, print, or save it from Excel. Click Save to display a Save As prompt. Select a folder and a filename for the PDF, then click Save to save the PDF and close the prompt. Figure 10: CSV Export in Excel 7. If you opened the CSV, close it to return to the screen from which you exported. 8. Click the Account: View Payments link in the top left corner of the screen to return to the search results on the Payment Summary screen. Page 191 of 192 8/30/2010

192 9. Click the Home tab to return to the isupplier Portal Home page. Page 192 of 192 8/30/2010