A&d - Isupplier Portal

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A&D - iSupplier PortalFeatures and Functions

Copyright Oracle Corporation, 2003. All rights reserved.

iSupplier Portal - iSP Features and FunctionsPage 1


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Table of Contents

A&D - iSupplier Portal Features and Functions...........................................................................................2

Update Supplier User with the New Supplier Site.........................................................................................3

Create 2 PO's for use with iSupplier transactions.........................................................................................5

Schedule the Receiving Transaction Processor.............................................................................................8

Schedule the Payables Import Invoice............................................................................................................10

Acknowledge & Accept PO in iSupplier.........................................................................................................12

Request to Cancel PO.......................................................................................................................................15

Request and Approve Changes to PO.............................................................................................................17

Create and View an ASN.................................................................................................................................20

Create Receipt in Purchasing and view Receipts in iSupplier.....................................................................22

Create the Invoice in iSupplier........................................................................................................................24

View the Invoice in Payables...........................................................................................................................26

Flowchart...........................................................................................................................................................28


iSupplier Portal - iSP Features and FunctionsPage i


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A&D - iSupplier Portal Features and Functions

Document Control

Date Owner App

Release

Version Change Reference

31-Jul-2005 Robert.E.Adams 11.5.10r

2

V1.0v1.

0

Objective

The purpose of this product demo script is to provide a review of the features and functions

available in iSupplier Portal within the Aerospace and Defense environment, showing data that

includes and is related to a Combat Vehicle and an Advanced Fighter Aircraft

What's New?

N/A

Pitfalls

N/A

Assumptions

N/A

Related Business Flows (Optional)

N/A

Related Documents

http://globalxchange.oraclecorp.com/demodocs >Reference Materials Folder > Fundamentals

Pre Demo Steps (Optional)


http://globalxchange.oraclecorp.com/gxchange/page?_pageid=1701,1703&_dad=gxchange&_schema=PHPhttp://globalxchange.oraclecorp.com/pls/gxchange/ats_urldeeplink.loadfolder?p_folderid=3481071&p_siteid=1http://globalxchange.oraclecorp.com/pls/gxchange/ats_urldeeplink.loadfolder?p_folderid=3481071&p_siteid=1http://globalxchange.oraclecorp.com/gxchange/page?_pageid=1701,1703&_dad=gxchange&_schema=PHP


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Update Supplier User with the New Supplier Site

Update supplier Industrial Dressler with San Francisco site

A new username and password will be created for the Supplier Industrial Dressler with the

A&D environment for the R3 release.

1. Log into Portal

Field Value

Username pjm

Password welcome

Responsibility Manufacturing & Distribution Manager,

Vision Project Manufacturing USD

Navigate to Purchasing >> Supply Base >>Supplier User Management Approve

External Users

The Supplier User Profile Management html window opens.

2. Update the profile of the supplier Industrial Dressler

Field Value

Username Industrial

Click on the (B) Go

All Industrial users are displayed

Click on the (H) View Details for the Username INDUSTRIAL and with first name of

James

The Manage User Profile html form is displayed

Click on the (B) Modify Sites

The Modify Site Restrictions html form is displayed

Select the Site San Francisco by checking the Checkbox to the left of the Supplier Name

and click (B) Apply

Returned to the Manage User Profile window, click the (B) Apply

A confirmation message will be displayed informing that you have updated the profilefor INDUSTRIAL




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(H) Home




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Create 2 PO's for use with iSupplier transactions.

Create Purchase Orders for Industrial Dressler

3. Log into Portal

Field Value

Username pjm

Password welcome

Responsibility Manufacturing & Distribution Manager,


Navigate to Purchasing >> Purchase Orders >> Purchase Orders. The PO form will

open.

4. Enter in the PO with the following header information

Field Value

Type Standard Purchase Order

Supplier Industrial Dressler

Site San Francisco

Navigate to Purchasing >> Purchase Orders >> Purchase Orders. The PO form will

5. Enter in the 1st PO Line Details

Field Value

Item 55-ILI4-00-109

Quantity 2

Promised Date Current Date +2

Need By Current Date +2

6. Enter in the 2nd PO Line Details

Field Value

Item 55-079-824-32

Quantity 2

Promised Date Current Date +2

Need By Current Date +2

7. Navigate to the Terms and Conditions window > (B) Terms

Field Value

Acceptance Required Document or Shipment




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By LOV Current Date + 1

Save the form > (I) Save

Close the Terms and Conditions form. Make a note of the Purchase Order

8. Add Attachments to both Purchase Order Lines. > Click on Line 1 of the Purchase Order

Click on the (I) Attachment - Paperclip from the Task Bar

The Attachment form opens

Field Value

Category To Supplier

Description Enter Free Text

Data Type Text

Text Box Enter Free Text which will be seen by the

supplier

Save and close the Form > (I) Save

9. Add Attachments to both Purchase Order Lines. > Click on Line 2 of the Purchase Order

Click on the (I) Attachment - Paperclip from the Task Bar

The Attachment form opens

Field ValueCategory To Supplier

Description Enter Free Text

Data Type Text

Text Box Enter Free Text which will be seen by the

supplier

Save and close the Form > (I) Save

10. Approve the Purchase Order Navigate (B) Approve

Approve Document Window opens

Remove the check from the E-Mail Check box and click (B) OK

Purchase Order is now approved




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11. Create a second Purchase Order by following the exact steps listed above (Steps 1-8) and

make a note of the second Purchase Order




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Schedule the Receiving Transaction Processor

Schedule the Receiving Transaction Processor

12. Submit the Receiving Transaction Processor

Field Value

Username/password Pjm / welcome

Responsibility Manufacturing and Distribution Manager,


Menu is displayed.

(N) Purchasing > Requests > Submit a New Request

Select the 'Receiving Transaction Processor' concurrent request.

(B) Cancel button to Group ID pop up message when submitting request

(B) Submit

13. Schedule the request to run periodically

(B) Schedule.

(B) Periodically

Specify a start time and an end time and specify that it be launched every minute at thecompletion of the prior run.

Enter the following Parameters:

Field Value

Start At Time demo is to begin

End At Time demo is to end

Re-run Every 1 Minute(s)

Apply the Interval... From the Completion of the prior run

(B) OK

(B) Submit

Message appears asking to submit another request.

(B) No




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14. Close the Concurrent Request screen.




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Schedule the Payables Import Invoice

Import the Invoice

15. Submit Payables Import routine:

Field Value

Username/password pjm / welcome

Responsibility Payables Vision Operations

(N) Other > Requests .> Single Request (B)OK

Select the 'Payables Open Interface Import'

Enter Parameters

Parameter Value

Source Internet Supplier Portal

Summarize Report Yes

Accept all other defaults.

(B) OK

(B) Submit

16. Schedule the request to run periodically

(B) Schedule.

(B) Periodically

Specify a start time and an end time and specify that it be launched every minute at thecompletion of the prior run.

Enter the following Parameters:

Field Value

Start At Time demo is to begin

End At Time demo is to end

Re-run Every 1 Minute(s)

Apply the Interval... From the Completion of the prior run

(B) OK




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(B) Submit

Message appears asking to submit another request.

(B) No

If Pre Demo Steps complete, goto task #17. Otherwise, goto task #1.

Begin Demo




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Acknowledge & Accept PO in iSupplier

Review POs in iSupplier

17. Log into iSupplier Portal

Field Value

Username/password Industrial / welcome

Responsibility ISupplier Portal

The iSP home page is displayed for supplier Industrial Dressler. Discuss the layout of the

page. The top tabs (Orders, Shipment, Planning, Account, and Product) can be used to drill

down into sub-tabs for specific functions. The workflow Notifications are listed at top.Below that is Orders at a Glance. Along the bottom is Shipments at a Glance.

Be sure to reference the HELP icon at the top right corner to allow the supplier to answer

basic functionality questions themselves.

18. Drill into Notification for one of the PO's created in Pre-Demo Steps.

(H) Click on the Notification for one of the PO's that were created. Should be similar to

"Standard PO ####,0 requires your acceptance."

The notification details open with info on the PO. The Response buttons (Accept,

Reject) are listed at the bottom of page.

You can either choose to accept the PO in this screen or in the next section. It is

recommended you go to the next section to Acknowledge the PO.

Acknowledge and Accept POs in iSupplier

19. View the Orders created

(T) Click on the Orders tab. The default sub-tab is Purchase Orders.

The Purchase Orders sub-tab opens with a list of the last 25 POs. Heres where a

supplier sees their list of POs and they can view them, acknowledge them and/or

request reschedule them. They see complete view of the PO, including attachments.

As a supplier, you can use the Advanced Search feature (which is used in multiplescreens) to accurately pinpoint the documents you are looking for. It allows you to usemultiple search criteria, for example, in this Purchase Order view, you could use

advanced search to find all blanket agreements issued in the last 3 months.

20. View Attachments on the PO

Select the PO you created in Pre-Demo steps by clicking on the PO # next to it.




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PO Details are shown along with multiple action buttons along top and bottom of page.

(I) For your PO that was created in the Pre-Demo steps, click on the Attachment "Paper

Clip" icon, in the PO Details section at the bottom of the page, to see the attachment.

(I) Click on link or icon to view the attachment.

(B) Use Back button on browser twice to return to Purchase Orders screen.

21. Acknowledge 1st PO.

List of POs for the supplier appear in table form along with button for 'Acknowledge'at top right of screen.

Only POs that specifically have the 'Acceptance' box checked in the Terms form of the

PO itself (core apps) can be Acknowledged in iSP. You CANNOT acknowledge POs

unless it says 'Requires Acknowledgement'.

All seeded POs and Blankets in IP script DO NOT require acknowledgement.

At this time, you will only Acknowledge the order by accepting entire order. You will

not make any changes to PO details.

(B) Acknowledge

(B) Accept Entire Order

Add a Note to Buyer. Not required but desirable.

(B) Submit.

Confirmation page is returned stating that Purchase Order #### has been

Acknowledged.

(H) Return to Purchase Order Summary link.

You are returned to Purchase Orders sub-tab page. Note the status for PO now says

Accepted.

22. Acknowledge 2nd PO.

Select the 2nd PO by clicking in the Select checkbox to the left of the PO Number

(B) Acknowledge

(B) Accept Entire Order

(B) Submit.




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Confirmation page is returned stating that Purchase Order #### has been

Acknowledged.



Accepted.

OPTIONAL: You can logout as supplier user, then log in as mfg/welcome and view the

workflow notifications to see the following: "Standard Purchase Order ####, 0 hasbeen ACCEPTED by Industrial Dressler" to verify the acceptance of PO.




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Request to Cancel PO

Raise a Request to Cancel PO in iSupplier

23. Request Cancellation of PO.

This is a feature that allows the supplier to request that a PO be cancelled. .

(B) Select radio button next to PO, then click Request Cancellation button.

PO details page appears with actions buttons along bottom of screen.

(B) Cancel Entire Order

Enter details in Reason for Cancellation text box

(B) Submit

Get Cancellation Request for Purchase Order xxxx has been submitted for approval.Message.

(H) Click Return to Purchase Order Summary link.


PENDING for cancellation status.

(H) Logout (icon).

Review and Accept Request for Cancellation by Buyer

24. Review Request, Log in as Buyer

Field Value


Responsibility workflow

(N) Workflow > Advanced Worklist

List of Notifications appears. Click on Sent column twice to order notifications by date.

Select the workflow notification that shows the "Change requests from Industrial

Dressler for PO ####...."

Notification appears with actions buttons at bottom (Accept or Reject).

(B) Accept




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Returned to worklist.

(B) Logout

Review Status of the PO in iSupplier.

25. Log back into iSP Homepage as supplier Industrial DresslerField Value


Responsibility ISupplier Portal Full Access

(N) iSP Home Page

(T) Orders / Purchase Order sub-tab defaults

Notice the status of PO is "CLOSED"

(H) Click on PO Number link under the PO Number column.

PO Details page open. Note that status is now "CLOSED"

Click back browser button to return to Purchase Orders page.




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Request and Approve Changes to PO

Request Changes to PO from iSupplier

26. Request Changes to PO.

List of POs for the supplier appear in table form along with button for 'Request

Changes' at top right of screen for INUSTRIAL/welcome.

Go to Orders tab

Purchase Order sub-tab defaults

Select the relevant PO by selecting the radio button next to it.

(B) Request Changes.

PO Details form appears with a various fields available for update along two lines.

(I) Click + Arrow icon next to each item line to see the shipments for each line.

(I) Scroll browser window to right. For the Line 1, under the Split column, click the

split icon so two lines appear for the item details.

Enter the following data or what ever changes you think will fit customer demo:

Field Value

LINE 1 SHIPMENT 1

Quantity Ordered 1 (original was 2)

Promised Date Use calendar icon to choose Current date + 4

days

Reason Sorry, this will be a few days late.

Action Change

LINE 1 SHIPMENT 2

Quantity Ordered 1

Promised Date Accept original Promise date.

Reason This shipment will be on time.

LINE 2

Price 3240 (original price was 3140)

Reason Our cost has increased.




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(B) Submit

Get confirmation message: Change Request for Purchase Order #### has been submitted forapproval


You are returned to the PO Summary window.

At this point the PO status has been changed from 'Approved' to 'Supplier ChangePending'

(B) Logout (icon).

Review and Approve Changes in Core Purchasing

27. Review Changes, Log in as Buyer

Field Value




(N) Purchasing > Purchase Orders > Pending Purchase Order Change

Self Service Session opens that list any PO that has a pending change that requires

acceptance or rejection.

NOTE: The self service session may not come up automatically if you have closed

the Java Console and IE Oracle Applications sessions that normally appear whencore apps is brought up. So DO NOT close either the Java Console or IE session.

(B) Select radio button next to PO and click Respond to Change

Details of PO change appear. You can choose to accept/reject each individual change

or the whole order. In this case, we will accept all changes.

(B) Accept All

All lines update to Accept

(B) Submit

Get confirmation " Your response to changes in Order #### has been accepted. We willnotify the supplier/contact name of your response."

At this point the PO status has changed back to Approved. If you accept the changes,

the Promise Date in the PO gets updated. If you reject the changes, the Promise Date

remains the same. In addition the Order date changes to the current date.




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(B) Log Off of core applications and portal as mfg user

Review Approved Changes in iSupplier


Field Value

Username/password industrial/ welcome

Responsibility iSupplier Portal Full Access

(N) Home Page > (T) Orders

Notice the PO status of Supplier Change Pending is now gone, and if you click on the

PO link to see the details, the changes will show the new information.

29. View the Purchase History

Go To Orders Tab

(ST) Click on the Purchase History sub-tab under the Orders tab.

Enter the Number of the Purchase Order that you changed in the PO Number field

(B) Click the GO button to find the purchase orders.

This allows the supplier to view an audit trail of all revisions for a PO. They can

compare the latest PO to prior revisions. Supplier can view the changes that have

occurred between the current revision and the original PO, or between current andprevious and across all revisions.

(H) Click the Compare to Original PO hyperlink.

You will see the PO was revised due to changes made previously




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Create and View an ASN

Create the ASN in iSupplier


Field Value

Username/password industrial/ welcome

Responsibility iSupplier Portal Full Access

(N) Home Page > (T) Shipments

The default sub-tab is Delivery Schedule.

(B) Click the GO button to find all shipments.

This will display a list of purchase orders that are due for shipment to the buyer.

OPTIONAL: You can also make use of the EXPORT button to export this list as an

excel file to your computer. The EXPORT feature is available in other areas of iSP.

31. Create Advanced Shipping

(ST) Click on the Shipment Notice sub-tab under the Shipment tab.

See a menu of 6 links: Create Advance Shipment Notices, Create Advance Shipment

Billing Notices, Upload Advance Shipment Billing Notices, View/Cancel AdvanceShipment Billing Notices, Create Routing Requests, View Routing Request.

(H) Create Advance Shipment Notices (Link).

Do an Advanced Search to find your PO #### if necessary.

Select the applicable PO lines by checking the Select radio button to the left of the PO

line.

(B) Add to Shipment Notice.

Verify the Shipment Lines information and optionally enter in Packing Ship, Container,

etc details as required by customer.

(H) Shipment Header

Enter the following in the REQUIRED fields:

Field Value




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Shipment Number Ex. ASN-#### (#### is the number of your

PO)

Shipment Date (must be current date or

earlier)

Expected Receipt Date (current date + 4 days) so it

matches your Reschedule date.

Fill in other optional fields as required for demo. Some of these fields may be important

to your customer and their business process. Explain each field as necessary.

(B) Submit

Confirmation is returned stating that 'Your Advance Shipment Notice ##### Has Been

Sent'.

(N) Home tab.

To return to iSP main page.

Logout

View ASN in Core Purchasing

32. View ASN in core purchasing as buyer

Field Value


Responsibility Manufacturing and Distribution Manager,Vision Project Manufacturing USD

Menu is displayed.

(N) Purchasing > Receiving > Manage Shipments. (Choose org AD1)

Shipments find form is opened

Search either on the PO number or the shipment number to view the Shipment as created

in iSP.

(B) Find.

Shipments form is returned with shipment header and details.

Close the Shipments form.




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Create Receipt in Purchasing and view Receipts in iSupplier

Create Receipts

33. Create Receipt in core purchasing

Field Value




Menu is displayed.

(N) Purchasing > Receiving > Receipts. (Choose org AD1)

Enter the Shipment number

Click on (B) Find

Close the Receipt Header window

2 lines should be available to receive,

Click the check box to the left of the first line

Add the following data

Field Value

Sub Inventory Rawstk

Locator Row = 1

Rack = 1

Repeat for the 2nd line

Click (I) Save

Close the form

Logout from the applications

View Receipts & On Time Performance in iSupplier Portal

34. Log into iSupplier Portal to view Receipts

Field Value





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(N) Home Page > (T) Shipments

The default sub-tab is Delivery Schedule.

(ST) Click on the Receipts sub-tab under the Shipment tab.

(B) GO button to find all Receipts

This is where a supplier can see the status of any receipt that has occurred, usually done

to check if a good has been received.

35. Review On Time Performance

(ST) On-Time Performance sub-tab under the Shipment tab.

(B) GO button to find all

This is where the supplier can view delivery status (on-time, late or early) for eachshipment. It gives the supplier feedback on how well they are serving the buyer




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Create the Invoice in iSupplier

Create the Invoice

36. Log into iSupplier Portal to create the invoice

Field Value



(N) Home Page > (T)Account.The default sub-tab is Create Invoice

(B) Create Standard Invoice

The Create Invoice: Select Purchase Orders page appears.

Enter in the PO that you created during Pre-Demo steps.

(B) Go

Click on GO button to find your specific PO number.

Click radio button box next to the PO for the items where there is a Received Quantity

(B) Add Items to Invoice List

Scroll down to button of page to see the chosen PO.

(B) Next

The Lines to Invoice page appears

(B) Calculate

Review details of Invoice amount.

(B) Next

Enter in Invoice Number and Description. Make sure to note the invoice number ____.

(B) Next

Review invoice details

(B) Finish




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Get Confirmation screen that invoice as been submitted to Account Payables

department.

(B) Logout.




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View the Invoice in Payables

Import the Invoice

37. View the Payables Invoice:

(N) Invoices > Inquiry >Invoices.

Invoices form is opened.

Enter Invoice number as created in iSP in the Invoice number field.

(B) Find.

Invoice form is opened displaying the Invoice created in iSP. NOTE: If you cannotfind the Invoice. Go back the concurrent request and View Output. This is usually an

issue with the Tax code not being set up on the PO. Again, it is recommended to createthe invoice without adding any taxes.

This demonstrates the Create Invoice integration with Accounts Payables.

Close the Invoices form.

Exit core applications and portal.

Review the Invoice in iSupplier

38. Log into iSupplier PortalField Value



(N) iSP Home Page

(T) Account

(ST) View Invoices

(B) GO button to find all Invoices.

Invoices are sorted by invoice date. This is where a supplier can monitor the status of

their invoices. They can view payment status or the hold status for a given invoice.

End of activity.




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Demo Support

Please see http://adsweb.oracleads.com > (M) Support > Procedures, for current information

regarding demonstration support.




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Flowchart




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