iSupplier Portal Training

8/13/2019 iSupplier Portal Training

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InfoPrint iSupplier Portal Training

After Completion of this Course, you should be able to:

Understand InfoPrint iSupplier Process Overview

Understand iSupplier Portal On boarding Process

Access iSupplier Portal

Navigate iSupplier Portal

Understand Key Business FlowsSearch iSupplier Portal

Manage Supplier Profiles


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InfoPrint iSupplier Overview

iSupplier Portal On boarding Process

Accessing iSupplier Portal

Navigating iSupplier Portal

Understanding Key Business Flows

Searching iSupplier Portal

Managing Supplier Profiles

Agenda


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What is InfoPrint iSupplier Portal? An Internet Based Interactive Self Service Application It enables secure, self-service business transactions between

InfoPrint and their suppliers. It enables InfoPrint to communicate key procure-to-pay information

with suppliers. It enables suppliers to view and acknowledge purchase orders,

submit change requests, create advance shipment notices, viewreceipts, view invoices and payments, and acknowledge purchase

order change requests. It enables InfoPrint to view order, shipment, receipt, invoice, and

payment information.



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Key Benefits as a Supplier Real-time access to procure-to-pay information 7 x 24 x 365 Easy access through a standard web browser Information transparency across the procure-to-pay cycle, from the

moment the purchase order is available to the final payment Single point of visibility for information across all of InfoPrints

operating units Ability to submit real-time shipment notices and generate invoices

against purchase orders



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Basic Business Needs The InfoPrint iSupplier Portal enables InfoPrint to communicate key

procure-to-pay information with suppliers. It provides acollaborative platform for a buyer to manage relationships with theirglobal supply base. With InfoPrint iSupplier Portal:

Suppliers can receive immediate notifications and respond to eventsin the purchasing and planning process.

Buyers and suppliers can collaborate on key business transactionswhile enabling the ability to search, monitor, revise, and review.



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InfoPrint iSupplier Process Overview







Agenda


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iSupplier Portal is a module within the Oracle ERP eBusiness Suite.It is an internet facing function that allows vendors to login over theinternet and perform certain self service functions such as lookupstatus of invoices, etc. Establishing logins for these users is morethan creating login ids and providing access to certain functions, butit also requires securing attributes to be setup to allow access only toa permissible sub set of data.

Oracle provides an out-of-the-box function to register suppliers toallow them to access the iSupplier Portal keeping all the requiredfunction and data security in place.

All users that log-in to Oracle at Infoprint will be authenticatedusing the enterprise wide Directory Services LDAP. The directory isseparate from Oracle.

InfoPrint iSupplier Onboarding


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iSupplier Portal User Registration Process Flow


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Please refer to uPerform work instruction titled Supplier Onboarding

InfoPrint iSupplier Onboarding


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InfoPrint iSupplier Process Overview







Agenda


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When the link to iSupplier is clicked, this Login Screen will display. A Username and Password should be provided to you by your

System Administrator.



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Upon logging in, you will see a list of responsibilities if more thanone is assigned to you.

Select the responsibility you wish to enter.



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The InfoPrint iSupplier Portal Homepage displays. The home page

provides a one- stop dashboard of current notifications as well ascurrent order and shipment information.



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InfoPrint iSupplier Process OverviewiSupplier Portal On boarding Process




Searching iSupplier Portal Managing Supplier Profiles

Agenda


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Global buttons Home - Returns you to the main portal where you can select another

responsibility or application. Logout Preferences - Displays the Preferences page. Help - Accesses the help index page.



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Setting Up User PreferencesYou may set user preferences, by clicking the Preferences link. :

General - You can select your language, territory, time zone,client character encoding (the character set thats used in your

page display), and accessibility features (such as screen readeruse). Notification - You can select how you want to receive yournotifications (for example, in HTML or plain text e-mail).Formatting - You can define your date format and numberformat.Password - You can reset or change your password.



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Tabs: The portal application provides tabs for easy navigation. Forexample, if you want to view purchase order details, start by clickingthe Orders tab, and then click Purchase Orders in the task bar directly below the tabs.

Search:The Search field enables you to enter a document number and quicklyfind information about:

Purchase orders, Shipments, Invoices, Payments



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Notifications : Notifications are messages waiting for your review. Somenotifications are view-only, while other notifications require action.To view your notifications, click the linked subject to open the Notification Details page. This page provides complete notificationdetails, as well as the appropriate action button. After you select anaction, the Notifications Summary page displays.

Orders at a Glance : The Orders at a Glance section displays the fivemost recent purchase orders. Click a purchase order number to view

purchase order details.

Orders At aGlance

Notifications



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Agenda


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This chapter includes information to help you learn about

the four key business flows in InfoPrint iSupplier Portal:

(A) Receive Notifications, View Purchase Orders and Submit

Acknowledgements

(B) PO Collaboration

(C) Advance Shipment Notice

(D) Invoice Creation

Key Business Flows


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Flowchart shows the complete Purchase Order

Acknowledgement flow, from creation in Oracle

Purchasing to possible actions in Oracle iSupplier Portal.

Buyer Creates PO inOracle Purchasing

Supplier Receives Notification

And Views PO in Oracle iSP

Supplier Acknowledges POin Oracle iSP

Supplier Submits

Acknowledgment In OracleiSP

Buyer Receives Notification

ofAcknowledgement in OraclePurchasing

Supplier Can RequestChanges to POs received via

iSP

Buyer Can Accept/Rejectthe Change Request

Supplier Receives

Notification of the RevisedPO in Oracle iSP

Receive Notifications, View PurchaseOrders and Submit Acknowledgements


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When InfoPrint enters a purchase order in Oracle Purchasing, the purchase order details are available to you in InfoPrint iSupplierPortal. You can view details such as terms and conditions, lines,shipments, and attachments. When you navigate to the ViewPurchase Orders page, the most recent 25 purchase orders aredisplayed. Alternatively, you can view all orders that requireacknowledgment, and all orders pending supplier change.


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Please refer to uPerform work instruction titledSCM_Procurement_View_Acknowledge_PO_in_iSP_with_Supplier_Login

Receive Notifications, View PurchaseOrders and Submit Acknowledgements


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Oracle iSupplier Portal enables you to request changes to purchase orders when modifications are needed to fulfill an order.

PO Collaboration


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Please refer to uPerform work instruction titledSCM_Procurement_PO_Collaboration

PO Collaboration


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Supplier generates an Advance Shipment Notice (ASN) in iSupplier

Portal when they ship goods and it is captured in the system. Whengoods arrive at the the dock, one can record receipt of those goodsagainst this ASN.

For InfoPrint, suppliers are required to enter ASN, only when they

are directly shipping to InfoPrint's customers. The reason is ASNis the main way by which InfoPrint would come to know that goodsare shipped to InfoPrint's customer. It allows InfoPrint to performvirtual goods receipt against supplier PO as well as generate billingon InfoPrint's customer.

Suppliers are not required to submit ASN when they are shippinggoods to InfoPrint's warehouse. InfoPrint simply records PO receiptin the system when the goods show up at the warehouse.

Advance Shipment Notice


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Flowchart shows the flow of ASN creation and delivery

Supplier Creates ASN inOracle iSP

Supplier Selects POShipment Lines that are

Ready for Shipment

Supplier enters ShipmentLine Information

Supplier Can Optionally SplitShipment and Enter License Plate

Number (LPN),Lot and Serial Information

Supplier EntersShipment Header Information

Supplier Submits Advance Shipment Notice (ASN)

Buyer Receives NotificationIn Oracle Purchasing



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Oracle iSupplier Portal enables you to create an Advanced Shipment

Notice to notify the buyer of your shipment



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Please refer to uPerform work instruction titledSCM_Procurement_Submit_ASN_via_iSP



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Flowchart shows the flow of Invoice creation and delivery

Supplier Searches PO toCreate Invoice for

Supplier Selects ItemsTo Add to the Invoice

Supplier Enters InvoiceDetails and Submits Invoice

Buyer Makes Request toRun Invoice Import Program

Invoice is Created

Supplier views InvoiceIn iSP

Invoice Creation


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You can submit an invoice online to InfoPrint based on the purchaseorder lines you have fulfilled. You need to only identify those itemsshipped and enter a quantity. You can invoice against open, approved,standard or blanket purchase orders that are not fully billed.

Invoice Creation


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Agenda


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Oracle iSupplier Portal provides extensive search criteria on all pages to help you retrieve information. Some common search fieldsare PO number, Invoice Number, Payment Number, Date, andStatus.

You can use the percent sign (%) as a wildcard to search for genericitems. For example, to search for all orders beginning with 27 andend in a 5 (such as 275, 2715, 27125) enter 27%5. The% wildcarddoes not control the number of wild characters.

The Inquiries covered are:(A) General Search

(B) Search for Purchase Orders(C) Search for Shipments(D) Search for Forecasts(E) Search for Invoices and Payments

(F) Search for Supplier Item and Consigned Inventory

iSupplier Portal Search


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Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier PortalHome page

One can search for a specific PO Number, Shipment Number, Invoiceor Payment using this screen



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Purchase Orders Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal

Home page > Orders > Purchase Orders One may view Purchase Orders using any of the 5 search options as

shown in the screen shot



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Supplier Agreements Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home

page > Orders > Agreements Supplier agreements are purchase agreements you have made with InfoPrint.

On the Supplier Agreements page, you can review the details of those

agreements, and the corresponding releases (orders) that have been created fora articular a reement.



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Purchase Order Revision History Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home

page > Orders > Purchase History The Purchase Order Revision History page enables you to search for details

on the revision history of a purchase order. Using the search criteria, you canget a summarized list of purchase orders that have been revised. You maychoose to compare each revised PO to the original PO or the previous PO.



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Advanced Search for PO Numbers

Search operators enable you to specify the matching conditions for a search.Available search operators are:is - Use this operator for an exact match.is not - Use this operator to exclude a specific match.contains - Use this operator to find a partial match.starts with - Use this operator to find a partial match only at the beginning.ends with - Use this operator to find a partial match that only ends with yourcriteria.greater than - Use this operator to include results greater in value than a valuespecified.less than - Use this operator to include results lower in value than a valuespecified.after - Use this operator to include results with a date after the specified date.

before - Use this operator to include results with a date before the specifieddate.


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Overdue Receipts Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal

Home page > Shipments > Overdue Receipts The Overdue Receipts Results page enables you to view the details

of past due purchase order shipments.



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Receipts Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier

Portal Home page > Shipments > Receipts The Receipts Transactions page enables you to explore a historical

view of all receipts that have been recorded for your shipped goods



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Returns Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal

Home page > Shipments > Returns The Returns Summary page enables you to view the return history,

the causes for goods returned by InfoPrint, and inspection results of ashipment.



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On-Time Performance Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home

page > Shipments > On-Time Performance The On-Time Performance page provides the delivery status of shipments

you made against purchase orders. You can view your performance fortimeliness of deliveries.



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Planning Schedule Summary Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal

Home page > Planning > Forecasts Forecast information enables you to view real-time forecasts from

InfoPrint. The Planning Schedule Summary page displays forecastinformation for all items.



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Invoices Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal

Home page > Accounts >View Invoices The Invoice Summary Results page enables you to view the history

of all your invoices by InfoPrint.



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Payments Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home

page > Accounts >View Payments

Payment inquiry enables you to view the history of all the payments to yourinvoices completed by InfoPrint.



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Supplier Items Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home

page > Product >Supplier Items The Supplier Items page enables you to view all of the details of the

products that you supply.



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Consigned Inventory Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home

page > Product >Consigned Inventory

Oracle Procurement along with Discrete Manufacturing supports maintainingconsigned inventory for an item. InfoPrint can enable items to have consignedinventory. This enables you to maintain the stock at the InfoPrint location.InfoPrint does not incur financial liabilities until they start consuming thestock.

Oracle iSupplier Portal enables you to view on-hand stock at InfoPrint forconsi ned items



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Consigned Inventory Aging Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home

page > Product >Consigned Inventory > Consigned Inventory Aging You can search for Consigned Inventory Aging items using this search option.

You may search for items that are past due, or items that are due in the next 7,15, or 30 days. Select the appropriate search criteria for your item and click

Go.



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Searching iSupplier PortalManaging Supplier Profiles

Agenda


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Supplier Profile Management enables you to manage key profile details used toestablish or maintain a business relationship with InfoPrint. This profileinformation includes names of main contacts, business classifications, andcategory information about the goods and services you are able to provide to the

buyer. Buyer administrators will review the details you provide and use them toupdate the appropriate records in the buyers purchasing transaction system.

You benefit from managing your profile yourself. Supplier Profile Managementenables you to effectively represent yourself to InfoPrint and update your profilesdetails as necessary, making important information accurate.

Key profile details covered are:

(A) Supplier Details(B) Contact Directory(C) Business Classifications(D) Products and Services(E) User Accounts

Supplier Profile Management


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Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home page > Admin > Business Classifications

InfoPrint establishes a list of business classifications they want to use toclassify their supply base. In some regions, these classifications are required

by government regulations.



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Use menu path: InfoPrint iSupplier Portal> InfoPrint iSupplier Portal Home page > Admin > User Accounts

You can view information regarding users that can access the Oracle iSupplierPortal application on behalf of your company on the User Accounts page.Viewing user accounts is helpful for you to track which individuals are no


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iSupplier Portal Training