Navistar Direct Ship isupplier Portal. Overview and Administration for Suppliers

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Navistar Direct Ship isupplier Portal Overview and Administration for Suppliers

Welcome Welcome to Direct Ship isupplier Portal Training isupplier Portal Overview & Administration isupplier Portal Purchase Order Management Purchase Orders Purchase Order Acknowledgment Advance Ship Notice isupplier Portal Invoice Management Training Schedule (All Times CST) isupplier Portal Overview & Admin Mon 8/27 1:00PM Tue 8/28 9:00AM Fri 8/31 8:30AM isupplier Portal PO Mgmt Tue 8/28 10:30AM Wed 8/29 1:00PM Fri 8/31 10:00AM isupplier Portal Invoice Mgmt Wed 8/29 3:00PM Thu 8/30 10:00AM Fri 8/31 12:00PM 2

Course Objectives: isupplier Portal Overview and Administration Overview the Direct Ship ERP System Understand the functionality of the Direct Ship isupplier Portal Understand how to log on to the Direct Ship isupplier Portal Understand the role of the isupplier Portal Administrator Explain steps needed to set up a user Explain how to update contact information, including deactivating a user Describe how to update passwords Understand preferences available AT THE COMPLETION OF THE COURSE, please confirm to Navistar who should be established as your Direct Ship isupplier Portal Supplier Administrator Please email dssupplierinfo@navistar.com with your Administrator s Name and Email Address 3

Project Overview Navistar s new ERP System for Direct Ship Service Parts is scheduled to launch September 4, 2012 This ERP implementation is a further step in our ongoing initiatives to update and upgrade our existing Parts Systems A primary goal of this Direct Ship ERP System implementation is to increase the level electronic communication between Navistar and our customers and suppliers. EDI is the preferred method of information exchange (EDI installation or Third Party provider such as Liaison Inc s Athena Product) isupplier Portal is a functional alternative to EDI for some suppliers and also an effective tool to compliment EDI New information requested from suppliers is being conveyed to the end customer. Navistar will no longer fax Direct Ship PO s to suppliers upon launch of the Direct Ship ERP System 4

Project Overview The role of isupplier Portal Currently two instances of isupplier used by Navistar Parts Direct Ship and PDC (Note: PDC will move to the Direct Ship isupplier instance in the future) Suppliers will have separate sign-ons for each isupplier instance Differences between PDC and Direct Ship New Features for Direct Ship: Supplier PO Acknowledgment and Promise Date update Supplier provides ASN which will be passed back to the Dealers from Navistar, providing greater order visibility Suppliers can input notes that are visible to Navistar eliminating the need for manual phone calls today Invoicing Similarities between PDC and Direct Ship Purchase Orders functionality (viewing, printing, acknowledging) remains the same 5

Supplier Information Exchange Navistar Purchase Order Purchase Order Changes EDI or isupplier Portal Supplier Acknowledge PO w/ Promise Date Promise Date Updates Advance Shipment Notice Invoice 6

isupplier Functionality View and Print Purchase Orders (Screen or PDF) Receive and Request PO Changes Submit Advance Shipping Notice Information Submit Electronic Invoices Acknowledge PO and Provide Promise Dates View PO Status and Search PO for PO s View and Search for ASN Information View Invoice Approval Status Supplier Administrator Functionality Create and Manage Additional User ID s for different roles and responsibilities Users can set their own preferences Language Preference Email Notification Options 7

Accessing isupplier After receiving your Administrator or Other Login isupplier URL: https://dhp.navistar.com/oa_html/appslogin 8 Insert PowerPoint Presentation Name Here

User Setup An initial Supplier Administrator ID will be established by Navistar The Supplier s Administrator can then establish additional users as needed All User ID s are system assigned When setting up a new user, there are two role options: Navistar isupplier User Transactional / Operational Roles Navistar Supplier Profile & User Manager Administration Roles Watch an Oracle UPK (User Productivity Kit) Tool to demonstrate the steps an isupplier Administrator would use to create a new user ID 9

Additional Functions and Administration Additional Administrator Functions Updating Contact Information Password Maintenance Watch an Oracle UPK (User Productivity Kit) Tool to demonstrate the steps an isupplier Administrator would use to update contact information or maintain passwords Functions available to all users Preference Setting (Language / Email Notification Option) Watch an Oracle UPK (User Productivity Kit) Tool to demonstrate the steps an isupplier Administrator would use to update contact information or maintain passwords 10

Course Summary / Key Takeaways Direct Ship ERP Project Overview and the role of isupplier Portal Actions needed to access isupplier Steps to set up a user Procedure for updating contact information Process to update passwords Modifying Preferences including Language and Notifications During the Project Launch period, support will be provided for Direct Ship isupplier Portal issues (Contact Information to be Provided) 11

Questions 12

Appendix and Additional Information For access to this presentation and additional training tools, please visit URL - TBD To access any of the recorded UPK demonstrations utilized in this webinar. isupplier User Creation Update User Information Password Maintenance Setting Preferences 13