22
Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

Embed Size (px)

Citation preview

Page 1: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

Smart Connect – Supplier Portal TrainingModule 2 – Creation of Service Confirmation

Page 2: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

Steps for Service Delivery

Mentioned below is the Service Delivery process to be followed by Suppliers on the Smart Connect Portal

• Post delivery of services at Cairn, get the services certified as agreed with your respective user

• Create a Service Confirmation on the Smart Connect Portal and submit for Cairn approval

• Attach a copy of the certification along with Service Confirmation on the Smart Connect Portal

• Once the Service Confirmation is approved and a final Service Entry Sheet (SES) generated in Cairn, you will get a mail notification from Smart Connect

• View the details of final accepted quantity by searching the Confirmation on the Smart Connect Portal

• Print a copy of the Final SES and attach with the invoice along with valid Cairn SES number and send to Invoice processing BPO to ensure faster payment processing.

Page 3: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

You will be directed to this page to access the Portal

Please enter the login id and password provided to you by

the Smart Connect Team

* Based on sample data

Incase you have forgotten your password the same can be reset by clicking here. The

new password will be sent to your registered email id

Page 4: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

Upon successful submission of login details you will be directed to your home page on the Smart Connect Portal

All POs can be accessed by clicking on the PO tab given

here

* Based on sample data

Page 5: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

You need to have an upfront callout order / Purchase Order / Service Order / Limit Order to be able to make a service confirmation. Incase you don’t know the same please contact your relevant user in Cairn

Please click on the link to access the PO against which Service Confirmation is to be created

* Based on sample data

The relevant order can also be directly searched by accessing the document search function

Page 6: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

The Service line items along with their value will

be visible here

* Based on sample data

Page 7: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

1. Click on Create Confirmation to submit a new Service Confirmation

* Based on sample data

Page 8: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

On clicking on create confirmation you will be directed to the Confirmation screen where the service quantity is to be entered.

3. Select the line item against which confirmation is to be

created

* Based on sample data

1. Please enter an appropriate name to enable tracking (discuss with your user for the naming convention)

2. Enter the name of the person making the entry and the location of service delivery

Page 9: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

* Based on sample data

3. Select the line item against which confirmation is to be

created.

4. Click on “Propose Outstanding Quantity”. This is a

mandatory step

5. System will propose outstanding qty for selected line items, you may reduce this if

Confirmation is to be submitted for lower qty

Page 10: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

Please attach appropriate documents as backup, which are required by your respective User in Cairn to approve the service confirmation

6. Add attachments by clicking here

* Based on sample data

Page 11: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

All attached documents will be

visible here

* Based on sample data

Page 12: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

7. Finally click on “Confirm” to submit

this to Cairn

Page 13: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

Incase you don’t receive this message please recheck steps 1 to 7, incase the problem persists please write to the smart connect help desk.

You should get this message upon successful submission of the Service

Confirmation

* Based on sample data

Page 14: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

After submission of Service Confirmation go back to the PO and click on “Display Document Flow” to

see the status of the confirmation

* Based on sample data

Page 15: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

The status of all confirmations submitted against he PO can be seen the document flow

* Based on sample data

Page 16: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

* Based on sample data

The status will automatically get updated once the Service

Entry is approved by Cairn

Click here to view the details of the confirmation and approved qty and

SES number from Cairn

Page 17: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

The confirmation submitted by you may be approved, rejected or partially accepted by Cairn post verification

Accepted – Qty has been accepted

Cancelled – Qty has been rejected

* Based on sample data

3. This column refers to final qty as per Cairn

1. This column refers to Qty ordered as per PO

4. This column refers to balance open Qty in

the PO

2. This column refers to Qty submitted by

vendor in the confirmation

5. This column refers to the SES number which should be

referred to in Invoice

Page 18: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

Approved Service Confirmation should be printed and attached along with Invoice submitted to BPO, to ensure faster payment processing

1. Click here to print the confirmation

approved by Cairn

* Based on sample data

Page 19: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

* Based on sample data

Click to Open or Save the document

Page 20: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

This PDF copy can be printed

* Based on sample data

Page 21: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

Incase you still face some issues in creating a Service Confirmation please feel free to write to

us / call us on the details provided

* Based on sample data

Page 22: Smart Connect – Supplier Portal Training Module 2 – Creation of Service Confirmation

Thank You