SUPPLIER REGISTRATION GUIDE. Abu Dhabi Education Council



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Transcription:

SUPPLIER REGISTRATION GUIDE Abu Dhabi Education Council Advanced Procurement

Contents Introduction... 3 Purpose... 3 Overview... 3 Registration... 3 Registration... 4 Purpose... 4 Overview... 4 New Supplier Registering... 4 Registering Supplier Users... 14 Page 2 of 16

Introduction This document contains a brief overview of how various tasks are to be performed in the isupplier Portal module in Oracle Applications. The specific functionality as may be relevant to the isupplier Portal operations has been discussed in the Solution Definition document with reference to the ADEC business Processes. This document has been organized as per the structure given in the Table of Contents, providing procedures/information relevant to the ADEC Operations as well as certain general information / guidance about the functions of Oracle isupplier Portal. Purpose This document provides the operating procedures for carrying out isupplier Portal operations in ADEC using Oracle isupplier Portal. Overview This document covers the following isupplier Portal operations in ADEC. 1. Registration Registration The operations involved in registrations are: 1. New supplier Registration 2. New Supplier Prequalification 3. Registering Supplier Users Page 3 of 16

Registration Purpose Overview This section provides the details on how a prospective supplier company and their users can register themselves in order to access ADEC isupplier Portal. The following operations has to be done for a prospective supplier to login to ADEC isupplier Portal to communicate with ADEC about their procure-to-pay transactions New supplier Registration New Supplier Prequalification Registering Supplier Users New Supplier Registering New Suppliers can register themselves to ADEC s Supplier Base by a self-registration and easy to use link available in ADEC s website. Prospect supplier has to open their internet explorer, navigate to ADEC website > Supplier Registration The following Page will appear, the supplier then has to fill in the accurate information about his company, the steps number are showing the instruction as per the screenshot below 1. Enter the Company information; the full name of the company, the country at which the company is registered and the license number (trade license for example) 2. Contract Person Information 3. Click Continue to go to the next page of registration Page 4 of 16

1 2 3 4. Upon completing the first page and clicking on continue another page will show 5. In order to fill the address book information please click on CREATE Page 5 of 16

4 5 6. Another page will open and you will need to enter your company address information 7. Once done, click on apply Page 6 of 16

6 7 8. You will go back to the previous page; now in order to create more authorized person you need to click on CREATE below the authorized person section 9. Or you can update existing by clicking on Update Page 7 of 16

8 9 10. If you clicked on create you will be transferred to the following page where you will be entering the contact person information 11. You can ask to create a user account for the contact person by checking the below checkbox 12. When you are done click apply to go back to the previous page Page 8 of 16

10 12 11 13. Now enter the business classification related to your business, you will need to check the checkbox adjacent to your company type of business (applicable column) 14. Enter your company license number in the certificate number 15. Enter the certifying agency 16. Enter the expiration date of your license 13 14 15 16 Page 9 of 16

17. Now you are ready to enter your company products and service categories, click Create below products and services to list the categories your company provides 17 18. After you click on Create you will be taken to the add products and service page 19. You can browse the products and services, or search by clicking on Search 20. Click view sub-categories next to the category to see the sub categories 21. Click applicable for the category your company is specialized in, you can choose many categories as per your company specialization. 22. When you are done click apply to return to the previous page Page 10 of 16

19 18 22 20 21 23. In order to enter the banking details click on create below the Banking details. 23 Page 11 of 16

24. The Create Bank Account page opens. 25. It is advisable to click on existing branch to enter the branch and bank name 26. In order to search for the branch names associated to the banks you need to click on the magnifier near the opposite to the branch name 27. If you cannot find your branch you can enter it by clicking on new branch 28. If you cannot find your bank choose new bank 29. You need to complete the bank details 30. Enter your Account number and name 31. Enter the IBAN 32. When you are done click on apply 24 25 32 28 29 27 26 30 31 33. You will return to the previous page, now click on Register Page 12 of 16

33 34. You will get this confirmation that your registration was successful. 34 Page 13 of 16

Registering Supplier Users The Buyer Administrator can register the existing supplier users as per the following process Steps to Register a Supplier User 1. Navigate to ADEC Supplier User Administrator/User > Supplier User Management > Register Supplier User 2. Enter part of the supplier name in the field called supplier name and click on the magnifier to search the suppliers, then select the supplier to which you want to register the user. 3. Enter the email address of the supplier user 4. It is recommended to use the same email address as user name 5. It is recommended to enter all the details of the user; however, as a vendor management specialist, it s mandatory to enter the last name of the user. 6. Check the box next to each responsibility you want to give to the user knowing that: a. ISupplier portal full access: gives the supplier user the ability to interact with the PO, work confirmation, invoices, payment as well as their profile b. Sourcing supplier gives the supplier user the ability to interact with RFI, RFQ, RFP as well as the ability to submit quotations. c. Supplier profile manager: gives the supplier user the ability to interact with their profiles only. d. Supplier profile & user manager: gives the supplier user the ability to interact with their profiles as well as the ability to enter new users and edit existing. 7. When it is needed to restrict the supplier user to one site, click on modify sites and choose the supplier site at which you want to restrict the user ability to interact with other sites within the same company. 8. When you are done click register Page 14 of 16

2 1 3 4 5 Page 15 of 16

6 7 8 Page 16 of 16