OB10 Web Form Invoice Submission Guide

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Transcription:

OB10 Web Form Invoice Submission Guide Submitting an Invoice/ Credit note Page 2 Creating Drafts...Page 9 Purchasing more invoices Page 11 Receiving a copy of the invoice Page 12 Changing other information Page 13 Information to be provided while submitting invoices to HP offices in France....Page 14

Submitting an Invoice/Credit note Step-1: Log in to your OB10 Account using your OB10 number, user name and password (Please note, this information is case sensitive) at www.ob10.com

Step 2: Select the option Creation d une facture / d un avoir in the OB10 Menu Principal.

Step 3: Select the correct HP France Sponsor number from the list. Alternatively you can enter the HP France Sponsor number or the sponsor number of any other customer in the Entrez le numero OB10 de votre client Field. After selecting the customer, click on Creer option.

Step 4: You are in the Invoice template page. Please complete all the details. 1 2 1 In the Addresse d expedition, enter where the goods/services are being shipped to (this should match the purchase order, if applicable). 2 Please enter HP s VAT ID. 3 Please enter your HP Contact s Name, telephone number and e-mail address respectively in Contact, Numero de Telephone Client, Address E-mail Client fields (absence of this information in the case of non purchase order invoices will lead to rejection of the invoice). Insert your contact details in Votre nom, Votre numero de Telephone, Votre adresse email fields.

Step 4: Enter the Invoice details. 5 4 4--Select Facture or Avoir (Please see Credit notes submission for additional information on submitting Credit Notes in Page 8) and enter the invoice date and Purchase Order number. Please enter the purchase order number without any suffixes or prefixes, example: SBE12345. 5 Enter the invoice number and select the currency.

Step 4: Enter the line item details. Enter your Invoice line item details here Click here to add any additional description of goods/services Click here to add more line items Select the tax code and mention the tax amount, if applicable If you have any other additional information to be included, click on the Informations Facultatives field to provide the information. When you have completed the invoice please click on Envoyer.

Credit Note submission: While submitting credit notes, all other details remaining the same, please select Avoir option and provide Original invoice number to which the credit pertains to in Indiquez le No de la facture d origine field.

Creating Drafts If you are invoicing HP for identical goods/services periodically, you can create drafts of the invoices and use them when submitting invoices. Step 1: In order to create a draft, please complete all the information that is common to all invoices such as PO number, ship to address, line item details etc in the Invoice template and click on the Enregistrer brouillon option. The draft will be saved with the characters entered in No de facture field.

Step 2: To access the draft, log into your OB10 account, click on Creation d une facture/ d un avoire or Factures sauvegardees options in the Menu Principal. Click on the Modifier option for your draft invoice, make necessary changes like invoice number, invoice date, gross amount, tax rates etc and submit the invoice. You can create and save any number of drafts for future use.

Purchasing more invoices To purchase more invoices, please click on Achetez plus de factures option in the Menu Principal. You can pay for the invoices using a credit card. If you would like to pay by check, please contact OB10 support and ask them to send an invoice to you. You will find Service and Support contacts for both OB10 and HP at www.ob10.com/hp.

Receiving a copy of the invoice To receive a copy of the invoice, please click on Envoyer la copie d une facture par courrier electronique option in the Menu Principal, enter the invoice number and e-mail address to which the invoice copy should be sent to. Within few minutes, you will receive a copy of the invoice submitted by you through OB10.

Changing other information If you need to change other information on your OB10 account, for example the e-mail ID of the person managing the OB10 account, static information, tax codes etc, you can do so by accessing various options available under the Account Information section in the OB10 Menu Principal.

Information to be provided while submitting invoices to HP offices in France Invoice Date Invoice Number HP bill to name and address Gross amount Purchase order number In case of a Non PO invoice, Requestor name (HP Contact) along with the telephone #. Supplier name and address (Specific Remit to, if any or bank details) Description of goods/services, supplier s part numbers if applicable Ship to address where the goods/services are shipped to should match purchase order ship-to address, where applicable VAT ID of HP VAT ID of the supplier Amount excluding VAT VAT amount payable Amount including VAT VAT percentage Equivalent amount of VAT in Euro currency (If the supplier invoices in USD, the equivalent of Euro for VAT should be specified) If sending credit note, refer to the original invoice number. Failure to include the above information may result in the invoice being returned to the supplier via standard mail by HP Accounts Payable.