Suppliers Guide to Isupplier Portal

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Supplier’s Guide to iSupplier Portal

General Dynamics Armament & Technical Products

8/30/2010

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Contents Procurement Notif ication Workflow ..... ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. . 6

Purchase Order Entry and Acknowledgement ............ ............. ........... ........... ............ ....... 6

Purchase Order Change Request from Supplier ...................... ........... ........... ........... ........ 7

Purchase Order Change Request from Buyer ... .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. . 8

Notif ications Which Do Not Require a Response ...... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. . 9

Reassigning Notif ications to Another User ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 10

Requesting More Information Based on a Notification .... ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 11

Supplier Logging On from Registration Email .. .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 12

Log On from Email ... .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 12

Supplier Setting User Preferences ..... ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 16

Navigate to Preferences .... .. .. ... .... .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 16

Set Preferences .... .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. . 18

Supplier Acknowledging Purchase Order ... .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. . 20

Navigate to Purchase Orders .... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 20

Search for Purchase Orders to Acknowledge ........... ............. ........... ........... ........... ........ 22

Review Purchase Order Information / Review Printable Purchase Order ... .. .. .. ... .. .. .. ... .. .. . 23

Acknowledge the Purchase Order .... ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. .. . 23

Supplier Submitting Purchase Order Change Request ... .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 27


Submit a Change Request .............. ............ ............. ........... ........... ........... ........... ........ 29

Supplier Submitting Work Order Change Request ......... .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. . 33

Navigate to Work Orders ..... ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. . 33

Request Changes to Work Order ... .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 35

Supplier Processing Notifications ..... .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 39

Navigate to Home Page ..... .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 39

Review Notif ications ..... .. .. .. .. ... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 41

Approve a Notif ication ..... .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 44

Reject a Notif ication ..... .. .. .. .. ... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 46

Supplier Creating Advance Shipment Notice ..... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 48

Supplier's Guide to iSupplier Portal

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Navigate to Create Advance Shipment Notice .... .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 48

Create Advance Shipment Notices ..... .. .. .. .. ... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 50

Supplier Uploading Advance Shipment Notices from Spreadsheet .... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 58

Navigate to Upload Advance Shipment and Bill ing Notices .... .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 58

Download Spreadsheet Templates ..... .. .. .. .. ... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 60

Prepare an Advance Shipment Notice Spreadsheet for Upload ....... ............. ........... ........ 62

Upload an ASN Spreadsheet... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. . 70

Supplier Canceling Advance Shipment Notice ..... .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. . 77

Navigate to View/Cancel Advance Shipment Notice ..... .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 77

Cancel Advance Shipping Notices ...... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 79

Supplier Reviewing Purchase Order Information .... .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 82


Search for Orders from the Home Page .... ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 83

Search for Purchase Orders with Simple Search ...... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 84

Search for Purchase Orders with Advanced Search ..... .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 86

Review PO List .. .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 87

Review Attachments for a Purchase Order ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 88

Review Purchase Order Detail Information (Header) .... .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. .. . 90

Print the Purchase Order ... .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. . 93

Supplier Reviewing Purchase Order Revision History ... .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 96

Navigate to Purchase Order Revision History ... .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. . 96

Search for Purchase Order Revision History Using Simple Search .... .. .. ... .. .. .. ... .. .. .. .. ... .. . 98

Search for Purchase Order Revision History Using Advanced Search ..... .. .. .. .. ... .. .. .. ... .. .. . 99

Review Purchase Order Revision History ..... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 101

Print a Purchase Order Revision ..... ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 105

Supplier Reviewing Agreement Information ..... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 107

Navigate to Supplier Agreements .... ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. . 107

Search for Supplier Agreements Using Simple Search ...... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... . 108

Search for Supplier Agreements Using Advanced Search .... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 110

Review Agreement Information .......... .. .. .. .. ... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 111

Review Attachments for an Agreement ... .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... . 112


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Review Agreement Detail Information ..... .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 114

Review Blanket Releases .... ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 117

Print the Agreement ... ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 120

Supplier Reviewing Work Order Information ...... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 123

Navigate to Work Orders ..... ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... . 123

Search for Work Orders..... .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 125

Review Work Order Information .... .. ... .. .. .. ... .. .. .. ..... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... . 126

Supplier Reviewing Planned Delivery Information ....... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... . 129

Navigate to Delivery Schedules .... .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... . 129

Search for Delivery Schedule Information with Simple Search ..................... ........... ...... 131

Search for Delivery Schedule Information with Advanced Search .... ............. ........... ...... 132

Supplier Reviewing Shipment Information .... ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 135

Navigate to Advance Shipment Notices ..... ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... . 135

Search for Advance Shipping Notices with Simple Search ..... .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... . 137

Search for Advance Shipping Notices with Advanced Search ..... ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 138

Review Detailed Shipment Information ..... ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... . 140

Supplier Reviewing Receipt Information .... .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 144

Navigate to Receipt Transactions .... ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. . 144

Search for Receipts with Simple Search ...... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. . 146

Search for Receipts with Advanced Search .... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 147

Review Receipt Information ...... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 149

Supplier Reviewing Overdue Receipt Information .... ..... .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... . 154

Navigate to Overdue Receipts .... .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 154

Search for Overdue Receipts with Simple Search .... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 156

Search for Overdue Receipts with Advanced Search .... .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. . 157

Review Overdue Receipt Information .... .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. . 159

Supplier Reviewing On-Time Delivery Information ...... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 162

Navigate to On-Time Performance ...... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 162

Search for On-Time Performance with Simple Search .... ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 164

Search for On-Time Performance with Advanced Search ..... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 165

Review On-Time Performance Information ..... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 167


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Supplier Reviewing Return Information .... .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. . 169

Navigate to Returns Summary..... .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. . 169

Search for Returns with Simple Search ..... ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... . 171

Search for Receipts with Advanced Search .... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 172


Supplier Reviewing Invoice Information ..... .. ... .. .. .... ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 175

Navigate to Invoice Summary ....... .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. ... .. . 175

Search for Invoices with Simple Search .... ... .. .. .... ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 177

Search for Invoices with Advanced Search ..... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 178


Supplier Reviewing Payment Information ..... ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. .. ... . 184

Navigate to Payment Summary .......... .. .. .. .. ... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 184

Search for Payments with Simple Search ..... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 186

Search for Payments with Advanced Search .... .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 187

Review Payment Information .... .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. .. .. .. ... .. .. .. ... .. . 189

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Procurement Notification Workflow These workflows describe how notifications operate in Oracle Procurement and the iSupplier Portal.

Purchase Order Entry and Acknowledgement A supplier can Approve Entire Order or Reject Entire Order in response to a notification of a PO Acknowledgment Request.

Buyer enters PO in Oracle

E-Business Suite

Buyer sets PO terms to

require PO Acknowledgement

by a specified date

Pre-designated supplier user

receives Oracle workflow PO

acknowledgment notif ication

via email, and sees identical

notif ication in iSupplier Portal Buyer receives notif ication of

supplier’s response

PO goes through normal

internal approval process

PO Approver denies PO

Buyer receives Oracle

workflow notif ication of denial

PO Approver approves PO

Buyer receives Oracle

workflow notification of

approval

Supplier user accepts or

rejects PO acknowledgment

notif ication

PO status advances if

supplier accepted


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Purchase Order Change Request from Supplier Suppliers can only request a change on the Promised Date. A buyer can Approve, Reject, Request More Information, or Reassign a notification of a PO change request.

Supplier enters PO change

request in iSupplier Portal

(Promised Date only)

Oracle system sends

notif ication of change request

to Buyer

Buyer receives email

notification and sees

identical notification in

iSupplier Portal

Buyer accepts or rejects

change request

Oracle EBS routes

notif ication response back to

supplier

If buyer accepted change

request, PO is amended


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Purchase Order Change Request from Buyer Buyers can change the Requested Date, or make minor changes to the Quantity Requested (additions only, not subtractions). Suppliers can Approve or Reject the buyer’s requested changes.

Buyer enters PO change

request in Oracle EBS Forms

(Requested Date/Quantity)

Oracle system sends workflow

notif ication of change request

to pre-designated supplier user

Supplier user receives email

notification and sees identical

notification in iSupplier Portal

Supplier accepts or rejects

change request, specifying new

Promised Date as needed

Oracle EBS routes notif ication

response back to buyer

Buyer reviews supplier

response and new Promised

Date (if there is one)

Buyer accepts or rejects

supplier’s proposed changes

Oracle EBS routes notif ication

response back to supplier

If buyer accepted

supplier’s

proposed changes,

PO is amended


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Notifications Which Do Not Require a Response Some notifications provide only an OK, Close, or Ignore button. These notifications are for information only.

Supplier does not respond to

a PO acknowledgement

request by the due date

Oracle system generates

notification to buyer


notif ication and sees

identical notif ication in

iSupplier Portal

Buyer enters PO in Oracle

EBS without requiring

acknowledgment from

supplier

Supplier cancels ASN

Buyer dismisses notif ication

in iSupplier Portal


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Reassigning Notifications to Another User Buyers can reassign a notification to a different user, to provide a response.


notif ication to buyer




iSupplier Portal

Buyer reassigns notif ication

to another user in iSupplier

Portal

Reassignee receives email



iSupplier Portal

Reassignee processes

notif ication in buyer’s stead

in iSupplier Portal


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Requesting More Information Based on a Notification Buyers can request more information based on a notification, from either the notifier or from someone else.


notif ication to buyer




iSupplier Portal

Buyer requests more

information in iSupplier

Portal, either from notif ier or

someone else

Recipient provides

information either by

responding to email

notif ication or via iSupplier

Portal

Recipient receives email



iSupplier Portal


notification and sees


iSupplier Portal

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Supplier Logging On from Registration Email After a GDATP Buyer registers you as a supplier user, you can log on to the Oracle iSupplier portal as a supplier.

Log On from Email

Figure 1: Registration Email

Note: The format and content of your registration email may be different than that shown here.

Please complete the following task(s):

1. Click the appropriate hyperlink to display the Oracle logon screen in a separate browser window.


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Figure 2: Oracle Logon Screen

Note: Save this URL as a Favorite in your browser. You will always log into iSupplier Portal from here.

2. Complete the following fields:

Username – Type your username as shown in the Registration email.

Password – Type the temporary password as shown in the Registration email.

3. Click Login to display the Change Password field. (The first time you log in, the system forces you to change your password. After that, the system displays the Main Menu when you log in.)


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Figure 3: Change Password


Current Password – Type your temporary password as shown in the Registration email you received.

New Password – Type a new password. Passwords must be at least 8 characters, with at least 1 upper-case character and 1 number.

Re-Enter New Password – Type the new password again.

5. Click Apply to display the iSupplier Portal Main Menu.


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Figure 4: iSupplier Portal Main Menu

6. Click Home Page to display the iSupplier Home Page.

Figure 5: iSupplier Portal Home Page

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Supplier Setting User Preferences Suppliers can set up user preferences for themselves in the iSupplier Portal.

Navigate to Preferences

Figure 1: Main Menu


1. Click the appropriate Home Page link.


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Figure 2: iSupplier Home Page

2. Click the Preferences link in the upper right corner.


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Set Preferences

Figure 3: Preferences


3. Review and change the following display preference fields, as needed:

Current Session Language

Default Application Language

Accessibility Features – Select Screen Reader Optimized, as needed (for blind/low vision users).

Territory

Date Format

Timezone

Number Format

Currency

Client Character Encoding

4. Complete the following fields to change your password, as needed:

Known As – Change your display name, as needed.

Old Password – Type your old password.

New Password – Type your new password.

Repeat Password – Type your new password again.

5. Review and change the following Start Page and Notification fields, as needed:

Responsibility – Select a role from the drop-down list, if any roles are available to you.

Page – Select the start page for the role you selected.

Email Style – Select an email format and attachment preference for notification emails which are generated from iSupplier and sent to you.


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6. Click Apply to save your changes. An “Updated” indicator displays in the upper left corner of the screen.

7. Click Cancel to return to the iSupplier Portal Home Page.

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Supplier Acknowledging Purchase Order Suppliers are asked to acknowledge purchase orders through the iSupplier Portal. The acknowledgement confirms that you have received the Purchase Order, and that it accurately depicts the agreement made throughout the offer and acceptance process. The acknowledgement also fulfills your obligation to accept a “rated” order in accordance with the Defense Priorities and Allocations System (DPAS), if the Purchase Order is so rated. If you feel that the Purchase Order contains errors or omissions, please contact the buyer immediately for quick resolution.

Navigate to Purchase Orders

Figure 1: Main Menu


1. Click the Home Page link.


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2. In the menu on the right side of the screen, under Orders, click Purchase Orders.

Note: This is the same as clicking the Orders tab, then clicking the Purchase Orders submenu.

Figure 3: Purchase Orders


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Search for Purchase Orders to Acknowledge Use the Simple Search to display purchase orders which need your acknowledgment.


1. Click in the View field and select Purchase Orders to Acknowledge.

2. Click Go to display purchase orders which require your acknowledgment.

Figure 4: Purchase Orders Awaiting Acknowledgment

The system displays one row for each purchase order.

Note: If a column header appears “raised,” you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Order Date.

3. Select a purchase order to acknowledge.

4. Click Acknowledge to display the Acknowledge screen with the order you are acknowledging.


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Figure 5: Purchase Orders Awaiting Acknowledgment

Review Purchase Order Information / Review Printable Purchase Order Please complete the following task(s):

1. Thoroughly review the purchase order. See Supplier Reviewing Purchase Order Information.

Acknowledge the Purchase Order Please complete the following task(s):

1. Do one of the following:

Click Accept Entire Order at the top of the screen to display the Acknowledge Purchase Order screen.

Click Reject Entire Order at the top of the screen to display the Acknowledge Purchase Order screen. Since you have already negotiated the purchase details with the buyer, GDATP expects that you will only reject a purchase order if you find error in the way the purchase has been depicted. Please call the buyer immediately to resolve such issues.


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Figure 6: Acknowledge Purchase Order

Note: The same screen displays whether you Accept or Reject the order. Only the Action displayed in the header area is different.

2. Type a message in the Note To Buyer field, as needed.

3. Click Submit to display a confirmation message.

Note: You can click Cancel to return to the Acknowledge screen.

Note: The buyer will receive a notification of your response via Oracle Workflow.


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Figure 7: PO Acknowledgment Confirmation

4. Click Return to Purchase Order Summary to return to the Purchase Orders screen with the list of POs awaiting acknowledgment. The PO that you just acknowledged no longer displays.

Figure 8: Purchase Orders with Acknowledged PO Removed


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5. Repeat steps 3 through 9 to acknowledge the remaining purchase orders. When you are finished, the list should be empty.

6. Click the Home tab to return to the Home page.

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Supplier Submitting Purchase Order Change Request Suppliers can request a change to a purchase order Promised Date through the iSupplier Portal.


Figure 1: Main Menu




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Note: This is the same as clicking the Orders tab, then clicking the Purchase Orders submenu.



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Submit a Change Request Use the Simple Search to display purchase orders.


1. Locate a purchase order for which you will submit a change. For information about searching for purchase orders, see Supplier Reviewing Purchase Order Information.

2. Select the purchase order in the grid.

3. Click Request Changes to display the Request Changes screen for the purchase order.

Figure 4: Request Changes

4. Click Show in the Details column to display more fields.


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Figure 5: Request Changes with Promised Date Displayed

5. Complete the following fields for the item or service to be changed:

Promised Date – Type a different date in the field. This is the only thing suppliers can request changes to on GDATP purchase orders.

Reason – Type a reason for why the change is requested.

Action – Select Change.


Note: The buyer will receive a notification of your change request via Oracle Workflow.


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Figure 6: Change Order Confirmation

7. Click Return to Purchase Order Summary to return to the Purchase Orders screen with the list of POs. The PO that you just submitted a change request for now has a Status of “Supplier Change Pending.”

Figure 7: Purchase Orders with Status Updated


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8. Repeat steps 1 through 7 in this section to request Promised Date changes on other purchase orders, as desired.

9. Click the Home tab to return to the iSupplier Portal Home page.

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Supplier Submitting Work Order Change Request Suppliers can request a change to a work order Promised Date through the iSupplier Portal. Work orders are sometimes used for outsourced operations typically performed in one of GDATP’s production facilities. They may also be used when a purchased item has a defined bill of material, some of which is to be furnished by GDATP or one of GDATP’s other suppliers.

Navigate to Work Orders

Figure 1: Main Menu




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2. Click the Orders tab, then click the Work Orders submenu.

Figure 3: Work Orders


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Request Changes to Work Order You can request a schedule change to a work order, if it is still open. For GDATP work orders, you can only request changes to the Promised Date.


1. Locate a work order for which you will submit a change. For information about searching for work orders, see Supplier Reviewing Work Order Information.

2. Select a work order in the grid.

3. Click Reschedule to display the Request Changes screen for the work order.

Figure 4: Request Changes

Note: When you request changes to a work order, you are actually requesting changes to the purchase order detail line which triggered the work order.

4. For a row whose status is Open in the grid, click Show in the Details column for the item or service you wish to change, to display more fields.


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Figure 5: Request Changes with Promise Date Displayed

5. Complete the following fields for the item or service to be changed:

Promised Date – Type a different date in the field. This is the only thing suppliers can request changes to on GDATP purchase orders.

Reason – Type a description of why the change is needed.

Action – Select Change.


Note: The buyer will receive a notification of your change request via Oracle Workflow.


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Figure 6: Change Order Confirmation

7. Click Return to Purchase Order Summary to return to the Purchase Orders screen with the list of POs awaiting acknowledgment.

Note: The system returns you to the Purchase Orders screen, not the Work Orders screen.



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8. Click Advanced Search, and search for the specific purchase order for which you submitted a change request.

Figure 8: Purchase Orders Advance Search

The PO that you just submitted a change request for now has a Status of “Supplier Change Pending.”

Note: You cannot see a status change on the Work Orders screen. You cannot see a difference in the Promise Date on the Work Orders screen for the work order you changed, until the buyer approves your request.

9. Repeat steps 1 through 8 in this section to request changes on other work orders, as needed.


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Supplier Processing Notifications Suppliers can respond to work flow notifications through the iSupplier Portal. Designated supplier users will also receive a copy of each notification via email.

Navigate to Home Page

Figure 1: Main Menu




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2. Review the Notifications section at the top of the Home page. Up to five Notifications may display in the Notifications section.

3. Click Full List to display the Notifications list.

Figure 3: Full List of Notifications


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Review Notifications Use the Simple Search to display purchase orders from the buying company which need your acknowledgment.


1. Click in the View field and select All Notifications. This ensures that you do not miss any notifications. Notifications with a status of both Open and Closed will display.

2. Click Go to display all notifications which are relevant to you.

Figure 4: All Notifications

The system displays one row for each notification.

Note: If a column header appears “raised,” you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen (All Notifications) is Sent, in descending order.


Select a notification to process, and click Open to display the Workflow screen with the notification you are processing.

Click on the Subject link for the notification to display the Workflow screen with the notification you are processing.


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Figure 5: Notification Information

4. Review the notification information, as needed.

5. In the References section, click the document link, if a link is available, to display a file download prompt. Usually the related document is an Adobe PDF document.

Figure 6: File Download Prompt


Click Open to display the PDF. You can display or save the PDF from the Acrobat Reader screen.

Click Save to display a Save As prompt. Select a folder and a filename for the PDF, then click Save to save the PDF and close the prompt.


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Figure 7: PO Printout in PDF

7. If you opened the PDF, close it to return to the Notification Information screen.


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Approve a Notification Most notifications that suppliers receive require the supplier to Approve or Reject the notification.



1. Click Approve to approve the notification and return to the Worklist. The notification no longer displays, and buyer who sent the notification to you will receive a notification that the notification was approved.


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Figure 9: List of Notifications

The notification that you approved now has a status of Closed. Closed notifications eventually are purged from the list automatically.


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Reject a Notification Most notifications that suppliers receive require the supplier to Approve or Reject the notification.



1. Click Reject to reject the notification and return to the Worklist. The notification no longer displays, and the buyer receives a notification that the notification was rejected.


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Figure 11: List of Notifications

The notification that you rejected now has a status of Closed. Closed notifications eventually are purged from the list automatically.

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Supplier Creating Advance Shipment Notice Advanced Shipment Notices (ASNs) alert GDATP that a shipment is being made and tell the GDATP receiver which purchase order line items and shipment schedules are being fulfilled by the shipment. For suppliers with many purchase orders and schedules, the ability to direct our receiving and accounts payable activities so that they are synchronized with your accounts receivable and billing activities, is a major benefit all but eliminating payment reconciliation. Additionally, you may include electronic attachments to your Advance Shipment Notices, providing certification data and inspection reports for GDATP pre-review enabling faster product acceptance.

Suppliers may create Advance Shipment Notices (ASNs) using the iSupplier Portal. Suppliers may also upload ASN data from spreadsheets. For more information, see Supplier Uploading Advance Shipment Notices from Spreadsheet.

Navigate to Create Advance Shipment Notice

Figure 1: Main Menu




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2. In the menu on the right side of the screen, under Shipments, click Advance Shipment Notices.

Note: This is the same as clicking the Shipments tab, then clicking the Shipment Notices submenu.

Figure 3: Shipment Notices


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3. Click Create Advance Shipment Notices to display the Create Advance Shipment Notice screen.

Figure 4: Create Advance Shipment Notice

Create Advance Shipment Notices Please complete the following task(s):

1. Click the View field and select Shipments Due This Week or Shipments Due Any Time to change the list of shipments that display.

Note: You can also click Advanced Search and search by PO Number, Ship-To Location, Supplier Site source, or Item to be shipped. Normally, the Simple Search (shown above) is sufficient.

2. Select one or more purchase order detail lines in the grid to ship. You can combine many purchase order lines into one shipment.

3. Click Add To Shipment Notice to display the Create Advance Shipment Notice – Shipment Lines tab.


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Figure 5: Create Advance Shipment Notice – Shipment Lines Tab

Note: Generally, you will add the shipment details first, and then add the shipment header information last. That is why the Shipment Lines tab displays first.

In this example, we are adding two purchase order detail lines to a single shipment. The detail lines do not have to belong to the same purchase order.

4. Complete the following Shipment Line Defaults, as needed, to default this information to every Purchase Order detail line in the shipment:

Packing Slip – Type a packing slip number.

Country Of Origin – Type United States, or search for the name of the item’s source country.

Bar Code Label – Type a barcode label number.

Container Number – Type a container number in which all of the shipment items are located.

Truck Number – Type a truck number in which all of the shipment items are transported.

Comments – Type a shipment tracking number here, if the carrier provides one.

5. If you completed Shipment Line Default information, click Default to All Lines to copy the information you typed into each purchase order detail line on the shipment.

6. For each detail line on the shipment, click the Show link in the Details column to display more fields.

Note: You can also click Show All Details to display all the fields for every item in the grid.


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Figure 6: Create Advance Shipment Notice – Shipment Lines Tab with More Fields Displayed

7. For each detail line on the shipment, complete or edit the following fields, as needed:

Packing Slip

Bar Code Label

Container Number

Truck Number

Country of Origin

Comments

8. Click + in the Attachments column next to a shipment detail line to display the Add Attachment screen.


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Figure 7: Add Attachment


Description – Type a description of the attachment.

Category – This defaults to From Supplier.

Select one of the following Types:

o File – Click Browse to display a Choose File prompt. Locate a file, select it and click Open to display the filepath and filename here.

o URL – Type a website address.

o Text – Type text in the Text field, then type a name for the Text in the Name field, to identify it among the multiple Text attachments that you can attach to a shipment.


Click Apply to return to the Create Advance Shipping Notice screen and display a confirmation message that the attachment was added successfully but not saved. The attachment will be saved when you submit the shipment information. Note: An Attachment icon displays in the Add Attachments column for the item that has the attachment.

Click Add Another to add the attachment and clear the Add Attachment screen so that you can attach another.

Click Cancel to return to the Create Advance Shipping Notice screen without saving the new attachment.


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Figure 8: Shipment Header Tab with all fields completed

11. If there is more than 1 unit of the Quantity Ordered for an item, and you need to ship the total quantity in two different containers with different information on each, click Split to display another Line for the same Item. Then change the following fields, as needed, for the split shipment:

Quantity Shipped

Packing Slip

Container Number

Bar Code Label

Truck Number

Comments

Note: If you are only shipping part of the Quantity Ordered now, and you will ship more later, do not Split the line. Instead, reduce the Quantity Shipped field to the quantity you are shipping. The remainder of the purchase order detail line will stay open to be shipped later.

Note: If you Split a line and then no longer need the extra line, click Remove on the detail line to remove it.

12. Click the Shipment Header tab.


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Figure 9: Shipment Header Tab

13. Complete the following fields for the entire shipment:

Shipment Number – Type the Advance Shipment Notice number you are assigning to the shipment. This is a free-form number which varies by supplier.

Expected Receipt Date – Type the date and time the shipment should arrive at the destination, in DD/MMM/YYY HH:MM:SS format. For example, type 30-Sep-2010 15:30:00 for September 30th, 2010 at 3:30 PM.

Shipment Date – Type the date and time the shipment left the source location, in DD/MMM/YYY HH:MM:SS format. For example, type 28-Sep-2010 08:15:00 for September 28th, 2010 at 08:15 AM.

14. Complete the following optional fields for the entire shipment:

Freight Terms – Click the Search button and select a freight term, such as Prepaid or COD.

Freight Carrier – Click the Search button and select a carrier.

Bill of Lading – Type the carrier’s Bill Of Lading number.

Packing Slip – Type the shipment’s packing slip number.

Special Handling Code

Tare Weight UOM – Type a unit of measure, such as LB (pounds) or KG (kilograms).

Net Weight UOM – Type a unit of measure, such as LB (pounds) or KG (kilograms).

Number of Containers – Type the number of containers in the shipment.

Waybill/Airbill Number – Type the carrier’s waybill number, if applicable.

Packaging Code

Tare Weight – Type the total weight of all the shipment containers, in the Tare Unit Of Measure.

Net Weight – Type the net weight of all the shipment items, in the Net Unit Of Measure.

Comments – Type the carrier’s shipment tracking number, if the carrier provided one.


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Figure 10: Shipment Header Tab with all fields completed

15. Click Preview to display the completed shipment information.

Figure 11: Advance Shipment Notice Information


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Click Cancel to discard the shipment information and return to the Create Advance Shipment Notice screen with the list of purchase orders to be shipped. No shipment will be created.

Click Back to return to the Shipment Header tab so you can edit the shipment further.

Click Submit to accept the shipment information and display the Advance Shipment Notice Confirmation screen.

Figure 12: Advance Shipment Notice Confirmation

17. Click Return to Advance Shipment Notices to return to the list of available purchase orders to ship. The list reverts to Shipments Due This Week. The purchase order detail lines you shipped no longer display.

18. Repeat steps 2 through 17 in this section to ship other purchase order detail lines.


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Supplier Uploading Advance Shipment Notices from Spreadsheet Suppliers can upload Advance Shipment Notice information from spreadsheets into the iSupplier Portal.

Suppliers can also create Advance Shipment Notices manually. For more information, see Supplier Creating Advance Shipment Notice.

Navigate to Upload Advance Shipment and Billing Notices

Figure 1: Main Menu




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3. Click Upload Advance Shipment and Billing Notices to display the Create Advance Shipment Notice screen.

Figure 4: Upload Advance Shipment and Billing Notices

Download Spreadsheet Templates To upload ASN and billing notices, you will need a spreadsheet to use as a template. Download a template from the iSupplier portal to facilitate this.


1. On the Upload Advance Shipment and Billing Notices screen, click Download Templates to display the Download Templates screen.


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Figure 5: Download Templates

2. Click the Templates field and select one of the following:

ASN template and instructions

ASBN template and instructions

Valid list of values for UOM, freight terms etc.

Zip-All files (this is the default selection

3. Click Download to display a prompt.



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4. Click Save to display the Save As screen.

Figure 7: Save As

5. Select a location and click Save to save the file and return to the Download Templates screen.

Prepare an Advance Shipment Notice Spreadsheet for Upload Please complete the following task(s):

1. Extract the template zip file to a folder and review the contents.

2. In Windows Explorer, double-click the asn_instruction.htm file to review instructions on how to set up the ASN template and use it.


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Figure 8: Save As

3. Open Microsoft Excel or another spreadsheet program.

4. From inside your spreadsheet program, open the asn_template.txt. If the program asks you what type of file to open, select an appropriate file type like TXT or Delimited.

Figure 9: Open


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Note: In Microsoft Excel, the Format Wizard should display automatically.

Figure 10: Microsoft Excel Format Wizard Page 1

5. In Microsoft Excel, select Delimited – Characters such as comma or tab separate each field.

6. Click Next.


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7. Select Tab as the delimiter. The sample text should line up in columns, as shown above.

8. Click Next.


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Note: Do not change anything on the above screen.

9. Click Finish.


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Figure 13: Microsoft Excel with Template Imported


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10. Under each header, insert a row to add details.

For multiple shipments, copy the appropriate header, paste the header in the subsequent rows, and enter the new shipment details. At the minimum, you need a HEADER_SECTION for each shipment, and at least one LINE_SECTION below each HEADER_SECTION, for lines within each shipment. You do not have to use LOT_SECTION, SERIAL_SECTION, or LPN_SECTION unless you want to supply that information for a shipment detail line.

For a given shipment, enter all shipment line details in the same LINE_SECTION. If you have LOT_SECTION, SERIAL_SECTION, or LPN_SECTION information, add that next, before the next LINE_SECTION. The LOT_SECTION, SERIAL_SECTION, or LPN_SECTION information only applies to the last shipment line listed in the LINE_SECTION immediately preceding it.

Add a new LINE_SECTION if you want to add new LPN, lot or serial information for a separate shipment line. Each shipment line may have multiple LPN, lot and serial sections.

You can enter multiple serial numbers under each LOT_SECTION. This serial information applies only to the last row of the LOT_SECTION immediately preceding it.

Add a new LOT_SECTION to add serial information for a different lot.

Note: Open the asn_sample.txt in Microsoft Excel for an example of what a finished upload spreadsheet should look like, including the use of multiple LINE_SECTIONS for License Plate Numbers, Lot Numbers and Serial Numbers. (See below.)

Required fields in the spreadsheet for the shipment header are:

Shipment Number – Type the ASN number.

Shipment Date – Type the shipment date in DD-MON-RRRR HH:MM:SS format.

Expected Receipt Date – Type the expected arrival date in DD-MON-RRRR HH:MM:SS format.

Required fields in the spreadsheet for the shipment detail lines are:

PO Number

Revision Number – Type the revision number, or type 0 (zero) if there is no revision number.

Line Number

Shipment Number

Quantity

UOM

Organization

Note: You can open the various lov.txt (List Of Values) text files that came with your template zip file, to choose valid values for use in your spreadsheet.

11. Your spreadsheet program’s cell formatting may not allow you to save information in the proper cell format. For example, iSupplier Portal requires dates to be in DD-MON-RRRR HH:MM:SS format, but your spreadsheet may convert dates into a MM/DD/YY HH:MM format. To avoid this, select all cells in the spreadsheet and format them as Text, so that they are not converted to a different format when you save.


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Figure 14: Microsoft Excel with asn_sample.txt displayed

Figure 15: Microsoft Excel with typical shipment spreadsheet (without Lot/Serial information)


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12. Save the spreadsheet as a .txt file. The iSupplier portal can only upload .txt files, to ensure maximum compatibility with all types of spreadsheet programs.

Note: If you have to open your spreadsheet .txt file again, Microsoft Excel displays the Format Wizard. Make sure that on Step 3 in the Format Wizard, you set the third and fourth columns to have a Column Data Format of Text, to ensure that the shipment and receipt dates are not converted to a different format.

Upload an ASN Spreadsheet

Figure 16: Download Templates


1. On the Download Templates screen, click Upload Shipment Notices.


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Figure 17: Upload Shipment Notices

2. Click Browse and select your new ASN spreadsheet upload .txt file that you created for your shipment(s).

3. Click Open to display the text file path and filename in the File Name field on the Upload Shipment Notices screen.

4. Click Start Load Now to display a confirmation message.


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Figure 18: Upload Shipment Notices with error messages

5. If error messages display, open the .txt spreadsheet, correct the errors, save and close the spreadsheet, and repeat steps 2 through 4.


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Figure 19: Upload Confirmation (upload successful)

6. When the upload is successful, write down your upload request number. You will need it later to check on the status of your upload.

7. Click View your file load status to display the current status of shipments you have uploaded.


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Figure 20: View Load Status

After a few minutes, the Oracle system automatically processes your uploaded data into the ____ screen. Then the Status of your upload Request Number changes from Pending to Completed.

Note: After you upload a shipment, the shipment is no longer available to create an ASN on the Create Advance Shipment Notice screen.

Note: You can change the View from All Requests (the default) to Successful Requests or Requests with Error, and click Go to display them.

8. Click the Shipment Notices submenu in the top left corner of the window.


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9. Click View/Cancel Advance Shipment and Billing Notices to display the View/Cancel Advance Shipment Notice screen.

Figure 22: View/Cancel Advance Shipment Notice


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The shipments you just uploaded display at the top of the grid, which is sorted by Shipment Date in descending order.

Note: You can cancel an ASN only if none of the shipment’s detail lines have been received at the buying company.


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Supplier Canceling Advance Shipment Notice Suppliers can review and cancel Advance Shipment Notices (ASNs) using the iSupplier Portal.

Suppliers can only cancel ASNs for shipments which have not had a receipt entered for them in the Oracle E-Business Suite system.

Navigate to View/Cancel Advance Shipment Notice

Figure 1: Main Menu




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3. Click View/Cancel Advance Shipment Notices to display the View/Cancel Advance Shipment Notice screen.


Cancel Advance Shipping Notices Please complete the following task(s):

1. Click the View field and select Last 25 Shipment Notices or All Shipment Notices to change the list of shipments that display.

Note: You can also click Advanced Search and search by Shipment Number, PO Number, Ship-To Location, or Supplier Site source. Normally, the Simple Search (shown above) is sufficient. For more information about Advanced Search, see Supplier Reviewing Shipment Information.

2. Select one or more shipments in the grid to cancel.

Warning: You cannot undo the cancellation of an ASN. If you cancel an ASN by accident, you must create another ASN to replace it.

3. Click Cancel Shipment Notice to send a notification to the buyer, and to display the ASN Cancel Confirmation screen.


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Figure 5: ASN Cancel Confirmation

4. Click Return to View Advance Shipment and Billing Notices.



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Note: The ASN shipment(s) you cancelled display “Cancelled” in the Cancellation Status column. The ASN shipment will disappear from the list after the buyer acknowledges your cancellation.


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Supplier Reviewing Purchase Order Information Suppliers can review and download purchase order information through the iSupplier Portal.


Figure 1: Main Menu




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Note: The Orders At A Glance section displays up to five of the most recent purchase orders for suppliers for whom you are responsible.

There are two methods of searching for purchase orders. One is performed here, and the other is performed on the Orders tab.

Search for Orders from the Home Page Use the Home Page search if you know a specific document number, such as a purchase order number or an invoice number.


1. On the Home page, click in the Search field and select PO Number.

2. Type the corresponding PO number in the Document Number field next to the Search field.

3. Click Go to display the search results. The screen which displays depends on the type of document for which you searched.


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In the above example, we searched for a specific purchase order. Searching from the Home Page displays the search results on the Advanced Search screen, which is explained in a later section of this document.

Search for Purchase Orders with Simple Search Use the Simple Search if you need to search using limited criteria.

The Purchase Orders screen shows the Simple Search fields at the top by default.



Note: This is the same as clicking the Orders tab. The Purchase Orders submenu displays automatically.


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The system displays one row for each purchase order.

Note: If a column header appears “raised,” you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Order Date in descending order.


1. Click in the View field and select one of the options:

Purchase Orders within Last 6 Months

Last 25 Purchase Orders

All Purchase Orders

Purchase Orders to Acknowledge

Purchase Orders Pending Supplier Change

2. Click Go to display the search results.


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Search for Purchase Orders with Advanced Search Use the Advanced Search if you need to search using more flexible criteria.


1. Click Advanced Search in the upper right corner of the screen to display the Advanced Search fields.

Figure 5: Purchase Orders with Advanced Search fields

The Advanced Search lets you include or exclude criteria, and it lets you specify whether all criteria must be met, or some of it. You can search using any or all of the search fields in the header area, and you can also add search fields from a list, as needed. If you add search fields to the header area, those fields display only for this logon session, and they will not display the next time you log on.

2. Select one of the following:

Select Show table data when all conditions are met to display only search results that meet all of the criteria you specify. This is the default.

Select Show table data when any condition is met to display search results that meet any of the criteria you specify. You will get more results this way, but it may take longer to find the information you need.

3. Complete any of the search fields:

PO Number – Select is or is not, and type a PO number in the field to the right.

Document Type – Select is or is not, and type a PO document type, such as Standard PO or Blanket Release in the field to the right. You can also search for a document type.

Order Date – Select is or is not, and select an order date range such as Last 60 Days in the field to the right.

Buyer – Select is or is not, and type the name of a buyer in the field to the right. You can also search for a buyer.

Note: You can leave all of the search fields blank, and click Go.


5. Click in the Add Another field and select another field to search by, as needed. Then click Add to add it to the list. Then you can search using the new field also. These extra fields display only for this logon session.


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6. Click Views in the upper right corner of the screen to return to the Simple Search view.

Review PO List


The system displays one row for each purchase order header, not one row for each detail line on an order.


1. Review the following fields in the grid:

PO Number – The Oracle-assigned purchase order number.

Rev – The revision number of the purchase order. Zero indicates that it has not been revised.

Business Unit – The General Dynamics business unit which placed the order.

Supplier – The name of the supplier.

Supplier Site – The city where the supplier is located.

Document Type – The Purchase Order type (such as Standard PO or Blanket Order).

Description – A text description of the order, as needed.

Order Date – The date the order was created in the system.

Buyer – The name of the GDATP buyer who is responsible for the order.

Currency – The purchase order’s currency, such as USD or EUR.

Amount – The total value of the purchase order, in the Currency.

Status – The PO status, such as Open or Closed.

Acknowledged By – The date by which the supplier should acknowledge the purchase order.

2. If an Attachments icon displays for the order, click it.


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Review Attachments for a Purchase Order

Figure 7: Attachments List



File Name – Click this link to display the attachment.

Type – The file type, such as Long Text, Short Text, or File.

Description – A description of the attachment.

Category – The direction of the attachment, such as To Supplier or From Supplier.

Last Updated By – The Oracle user ID of the person who last edited the attachment.

Usage – A descriptor indicating whether the attachment is a Standard or a One-Time attachment.

2. Click a link in the File Name column to do one of the following:

If the attachment is text, the text displays (see next Figure).

If the attachment is a file, a prompt displays allowing you to Open the file in its native application, or to Save it.


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Figure 8: View Attachment (Text)

3. Review the Attachment Text.


Click the Attachments link to return to the list of attachments for this purchase order.

Click the Orders:Purchase Orders link to return to the list of purchase orders.


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Review Purchase Order Detail Information (Header)

1. On the Purchase Orders screen with the list of orders displayed, click a PO Number to display the Purchase Order Information screen with the details of the order.

Figure 9: Purchase Order Information (Header)


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2. Review the following fields in the Order Information section:

Standard PO – The Oracle-assigned purchase order number.

Total – The total dollar value of the purchase order, in the order’s Currency.



Address – The supplier’s street address.




Status – The PO status, such as Open or Closed.

Note to Supplier – Any text entered by the buyer to the supplier.

Organization – The Business Unit which placed the order.

Supplier Order Number – The supplier-assigned number for this purchase order, if there is one.

Attachments – A View link indicates that attachments are present.

Payment Terms – A description of the order’s payment terms.

Carrier – The name of the freight carrier selected for this order, or Best Method if none has been selected.

FOB (Free On Board) Point

Freight Terms – A description of the freight payment terms.

Shipping Control

Bill To Address – The street address to which the purchase order’s invoice should be sent.

Ship To Address – The street address to which the shipment should be delivered.

Figure 10: Purchase Order Information (Details)


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Details – Click the link to display extra fields for the item or service.

Line – The purchase order’s detail line number. Orders can have many detail lines.

Type – A descriptor of the line’s purpose, such as Goods or Amount Based (services).

Item – For items, this is the Oracle item number.

Job – The job number for which the item or services is intended, if any.

Supplier Item – For items, this is the supplier’s item number.

Description – A description of the item or service.

UOM – The Unit of Measure for the item or service.

Quantity – The quantity ordered.

Price – The unit price of the item or service.

Amount – The total dollar value of the detail line.

Status – The status of the detail line, such as Open or Closed.

Attachments – An icon displays if attachments are present.

4. Click the Show link in the Details column next to one or more rows in the grid to display more fields for that detail line.

Figure 11: Purchase Order Information (Details)


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5. Review the Details fields for each item in the grid:

Shipment – The shipment number for this line, starting with 1.

Quantity Ordered – The quantity ordered.

Quantity Received – The quantity that has been received at the buying company.

Promised Date – The date the order was promised to arrive at the buying company.

Need-By Date – The date by which the detail line is needed.

Supplier Order Line – The corresponding line number for the supplier’s sales order, if there is one.

Ship-To Location – The name of the site to which the detail line should be delivered.

Split – A Y indicates that the line has been split into two or more separate shipments.

Print the Purchase Order

Figure 12: Purchase Order Information (Header)


1. On the Purchase Order Information screen, with the purchase order information displayed, click Printable View in the upper right corner to display a prompt.


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Figure 14: PO Printout in PDF

3. If you opened the PDF, close it to return to the Purchase Order Detail Information screen.

4. Click the Orders:Purchase Orders link to return to the list of purchase orders.


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Supplier Reviewing Purchase Order Revision History Suppliers can review purchase history through the iSupplier Portal.

Navigate to Purchase Order Revision History

Figure 1: Main Menu




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2. In the menu on the right side of the screen, under Orders, click Purchase History.

Note: This is the same as clicking the Orders tab, then clicking the Purchase History submenu.


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Search for Purchase Order Revision History Using Simple Search Use the Simple Search if you need to search using limited criteria.

The Purchase Order Revision History screen shows the shows the Simple Search fields at the top by default.

Figure 3: Purchase Order Revision History

The system displays one row for each order header, not one row for each detail line on an order.

Note: If a column header appears “raised,” you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Revised Date in descending order.


1. Complete one or more of the Simple Search fields:

PO Number – Type a PO number.

Release Number – Type a release number.

Revision – Type a revision number.

Document Type – Click the Search button and select a document type, such as Standard PO or Blanket Agreement.

Creation Date – Type a date the order was created.

Revised Date – Type a date that a revision was created.

Business Unit – Type the name of the buying company.

2. Click Go to display the list of orders.


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Figure 4: Supplier Order Revision History Simple Search Results

Search for Purchase Order Revision History Using Advanced Search Use the Advanced Search if you need to search using more flexible criteria.







PO Number – Select is, is not, contains, starts with or ends with, and type all or part of a PO number in the field to the right.

Release Number – Select is, is not, greater than or less than, and type a number in the field to the right.

Rev – Select is, is not, greater than or less than, and type a number in the field to the right.

Document Type – Select is or is not, and click the Search button and select a document type, such as Standard PO or Blanket Agreement in the field to the right.



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Figure 5: Purchase Order Revision History Advanced Search Results

In the example above, we searched by PO number.




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Review Purchase Order Revision History

Figure 6: Purchase Order Revision History Simple Search Results





Business Unit – The name of the buying company.

Description – A text description of the order as needed.


Creation Date – The date the order was created in the system.

Revised Date – The date the order was revised in the system.


Total – The total value of the order, in the Currency.

Ship-To Location – The name of the GDATP’s Operations site.

2. Click the Compare To Original PO icon next to the order, on the right side of the grid.


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Figure 7: PO Comparison Result (Compare to Original PO)

Note: The Compare to Original PO view shows all the changes that were made compared to the original purchase order, except for changes to contract clauses and deliverables. A Tip in the middle of the screen reminds you of that.

Note: You can also get to the PO Comparison Result screens from the list of orders on the Purchase Orders tab, by clicking on a Revision number in the Rev column.

3. Each piece of information that was changed in the purchase order has its own row in the grid. Review the following fields in the grid:

Revision – The number of revisions performed on this purchase order.

Line – The order detail line which was changed. (The Amount does not have a Line or an Item or a Shipment because the Amount applies to the entire order.)

Item – For materials, this is the Oracle item number.

Shipment – The shipment number assigned to the detail line. If a detail line is split, then there will be multiple shipments, usually with different dates.

Field Altered – The name of the field on the purchase order which was changed.

Changed From – The original value of the field shown in the Field Altered column.

Changed To – The updated value of the field shown in the Field Altered column.

4. Click the Back button in your browser to return to the Purchase Order Revision History search results. (Clicking the Purchase Order Revision History link in the top left corner will erase your search results.)

5. On the Purchase Order Revision History screen, with your search results displayed, click the Compare To Previous PO icon next to the order, on the right side of the grid.


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Figure 8: PO Comparison Result (Compare to Previous PO)

Note: The Compare to Previous PO view shows all the changes that were on the most recent revision.

6. Review the information, as needed. The columns are identical to the Compare to Original PO view.

7. Click the Back button in your browser to return to the Purchase Order Revision History search results. (Clicking the Purchase Order Revision History link in the top left corner will erase your search results.)

8. On the Purchase Order Revision History screen, with your search results displayed, click the Show All PO Changes icon next to the order, on the right side of the grid.


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Figure 9: PO Comparison Result (Show All PO Changes)

Note: The Show All PO Changes view shows all the changes that ever made to the order, including changes to contract clauses and deliverables.

9. Review the information, as needed. The columns are identical to the Compare to Original PO view.


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Print a Purchase Order Revision You can print the purchase order as it existed after a particular revision.


1. On any of the PO Comparison Result screens, type a revision number in the Revision Number field near the bottom left corner of the screen.

2. Click Go to display a prompt.






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Figure 11: PO Revision Printout

4. If you opened the PDF, close it to return to the PO Comparison Result screen.


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Supplier Reviewing Agreement Information Suppliers can review blanket agreement information through the iSupplier Portal.

Navigate to Supplier Agreements

Figure 1: Main Menu




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2. In the menu on the right side of the screen, under Orders, click Agreements.

Note: This is the same as clicking the Orders tab, then clicking the Agreements submenu.

Search for Supplier Agreements Using Simple Search Use the Simple Search if you need to search using limited criteria.

The Supplier Agreements screen shows the shows the Simple Search fields at the top by default.


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Figure 3: Supplier Agreements

The system displays one row for each agreement header, not one row for each detail line on an agreement.




PO Number – Type a purchase order agreement number (not a release number).

Global – Select No, since GDATP is not currently using Global Agreements.

Effective From Date – Type the date from which the agreement goes into effect.

Effective Through Date – Type the date on which the agreement expires.

Note: The Effective Dates must match an agreement’s dates exactly in order to display the agreement.

Note: You can leave all of the search fields blank to run your search.

2. Click Go to display the list of agreements.


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Search for Supplier Agreements Using Advanced Search Use the Advanced Search if you need to search using more flexible criteria.







PO Number – Select is, is not, contains, starts with, or ends with, and type all or part of a PO number in the field to the right.

Global – Select is or is not, and select Yes or No in the field to the right.

Effective-From Date – Select is, is not, after or before, and type a date in the field to the right.

Effective-To Date – Select is, is not, after or before, and type a date in the field to the right.


Figure 4: Supplier Agreements Advanced Search Results

In the example above, we searched by Effective-From and Effective-To Date.




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Review Agreement Information

Figure 5: Supplier Agreements Simple Search Results



PO Number – The Oracle-assigned purchase order agreement number.


Global – No, since GDATP is not currently using Global Agreements.

Description – A text description of the agreement, as needed.

Buyer – The name of the GDATP buyer who is responsible for the agreement.



Amount Agreed – The total value of the agreement, in the Currency.

Amount Released – The total value of the agreement, in the Currency, which has been released to date.

Effective From Date – The date on which the agreement goes into effect.

Effective Through Date – The date on which the agreement expires.

Status – The agreement status, such as Open or Requires Acknowledgement.

2. If an Attachments icon displays for the order, click it.


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Review Attachments for an Agreement

Figure 6: Attachments List



File Name – Click this link to display the attachment.

Type – The file type, such as Long Text, Short Text, or File.

Description – A description of the attachment.

Category – The direction of the attachment, such as To Supplier or From Supplier.

Last Updated By – The Oracle user ID of the person who last edited the attachment.

Usage – A descriptor indicating whether the attachment is a Standard or a One-Time attachment.

2. Click a link in the File Name column to do one of the following:

If the attachment is text, the text displays (see next Figure).

If the attachment is a file, a prompt displays to Open the file in its native application, or to Save it.


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Figure 7: View Attachment (Text)

3. Review the Attachment Text.


Click the Attachments link to return to the list of attachments for this agreement.

Click the Orders:Agreements link to return to the list of agreements.


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Review Agreement Detail Information Please complete the following task(s):

1. On the Agreements screen with the list of agreements displayed, click a PO Number to display the Blanket Agreement screen with the details of the agreement.

Figure 8: Blanket Agreement

The PO Number in the header area is a link to the actual agreement.

2. Click the PO Number link in the header area to display the actual agreement.


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3. Review the following fields in the Order Information section:

Blanket Agreement – The Oracle-assigned agreement number.

Total – The total dollar value of the agreement, in the order’s Currency.



Address – The supplier’s street address.


Order Date – The date the agreement was created in the system.

Description – A text description of the agreement, as needed.

Status – The agreement status, such as Open or Closed.

Note to Supplier – Any text entered by the buyer to the supplier.

Supplier Order Number – The supplier-assigned number for this purchase order, if there is one.

Attachments – A View link indicates that attachments are present.

Payment Terms – A description of the agreement’s payment terms.


FOB (Free On Board) – An indicator of where transfer of ownership of the materials or service takes place – Source or Destination.

Freight Terms – A description of the freight payment terms.

Shipping Control

Bill To Address – The street address to which invoices should be sent.

Ship To Address – The street address to which the shipment(s) should be delivered.


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Line – The agreement’s detail line number. Agreements can have many detail lines.

Type – A descriptor of the line’s purpose, such as Goods or Amount Based (services).


Job – The job number for which the item or services is intended, if any.




Quantity – The quantity ordered.

Price – The unit price of the item or service.

Amount – The total dollar value of the detail line.

Status – The status of the detail line, such as Open or Closed.



Note: The extra Details fields in the grid are always blank for an agreement. This is because the agreement itself is never shipped. Instead, Releases from the agreement are shipped, and each Release has its own Purchase Order number (the Agreement Number plus -1, -2, -3, and so on for each shipment).

6. Click the Blanket Agreement: [agreement number] link at the top of the screen to return to the Blanket Agreements screen.


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Review Blanket Releases


The Blanket Agreement screen shows the blanket agreement header information, and a list of Releases (if any) which were created from the blanket agreement. The agreement itself is never shipped. Instead, individual releases (stand-alone purchase orders) are created and shipped.


1. On the Blanket Agreement screen, click a PO number link in the Releases list to display the Blanket Release screen for that individual release. The PO Details area shows the items or services, price, and quantity to be released from the agreement.


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Figure 12: Blanket Release

Note: You can click the Attachment link next to a row in the grid to display a list of attachments for this particular release.



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Figure 13: Blanket Release Details

3. Review the Details fields for each item in the grid:

Shipment – The shipment number for this line, starting with 1.

Quantity Ordered – The quantity to be released.

Quantity Received – The quantity that has been received at the buying company.

Promised Date – The date the order was promised to arrive at the buying company.

Need-By Date – The date by which the detail line is needed.

Supplier Order Line – The corresponding line number for the supplier’s sales order, if there is one.

Ship-To Location – The name of the site to which the detail line should be delivered.

Status – The release status, such as Open or Closed.

4. Click the Blanket Agreement: [agreement number] link at the top of the screen to return to the Blanket Agreements screen.


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Print the Agreement Please complete the following task(s):

1. On the Blanket Agreement screen, click the PO Number link at the top of the screen to display the Blanket Agreement Information screen .


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Figure 15: Blanket Release

2. Click Printable View in the upper right corner to display a prompt.






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Figure 17: Agreement Printout in PDF

4. If you opened the PDF, close it to return to the Blanket Agreement screen.

5. Click the Orders:Agreements link to return to the list of agreements.


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Supplier Reviewing Work Order Information Suppliers can review work order information through the iSupplier Portal. Work orders are sometimes used for outsourced operations typically performed in one of GDATP’s production facilities. They may also be used when a purchased item has a defined bill of material, some of which is to be furnished by GDATP or one of GDATP’s other suppliers.

Navigate to Work Orders

Figure 1: Main Menu




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2. Click the Orders tab, then click the Work Orders submenu.

Figure 3: Work Orders


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Search for Work Orders There is no distinction between Simple Search and Advanced Search for Work Orders. You have only one set of search fields.

Figure 4: Work Orders with Search Results

The system displays one row for each work order. Each purchase order can trigger multiple work orders.

Note: If a column header appears “raised,” you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Purchase Order.


1. Complete one or more of the following fields:

Purchase Order – Type a purchase order number.

Work Order – Type a work order number.

From Need By Date – Type a date and time that the work order’s output is needed by, from which to start searching. Type the date and time in DD-MON-RRRR HH:MM:SS format. For example, type 01-Oct-2010 10:00:00.

To Need By Date – Type a date and time that the work order’s output is needed by, at which to stop searching. Type the date and time in DD-MON-RRRR HH:MM:SS format. For example, type 09-Oct-2010 17:00:00.

From Promise Date – Type a date and time that the work order’s output was promised by the supplier, from which to start searching. Type the date and time in DD-MON-RRRR HH:MM:SS format. For example, type 01-Oct-2010 10:00:00.

To Promise Date – Type a date and time that the work order’s output was promised by the supplier, at which to stop searching. Type the date and time in DD-MON-RRRR HH:MM:SS format. For example, type 09-Oct-2010 17:00:00.


2. Click Go to display the list of work orders.


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Figure 5: Work Orders with Search Results

In the example above, we searched by From Promise Date and To Promise Date.

Review Work Order Information Please complete the following task(s):




Work Order – The Oracle-assigned work order number.

Assembly Item – The parent item that the work order will create.

Promise Date – The date the supplier promised the work order would be complete and delivered.

Quantity Delivered – The quantity of the Quantity Ordered that has been delivered so far.

Quantity Ordered – The quantity of the item to build on the work order.

Unit Of Measure – The ordered item’s unit of measure, such as Eaches or Pounds or Kilograms.

Note: There is no Export, Print, or Attachment feature for work orders in the iSupplier Portal.

2. Click a Work Order Number in the grid to display the Job screen for the work order.


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Figure 6: Job

3. Review the following fields:

Job/Schedule – The work order number.

Line – The work order’s detail line number.

Item – The item being purchased. This is usually a variant of the Assembly item number.

Item Description – A description of the item being purchased. This is usually the same as the Assembly Item Description.

Assembly Item – The item being built on the work order.

Assembly Item Description – A description of the item being built.

Assembly Quantity – The number of units to build for the Assembly Item.

Unit of Measure – The Assembly Item’s unit of measure, such as Eaches.

Operation Sequence – The number of the step in the work order.

Start Date of Operation – The date the work order is to be started.

Status of Job/Schedule – The status of the work order, such as Open or Closed.

Quantity Ordered – The number of units to build for the Assembly Item.

Quantity Delivered – The number of units built so far.

Operation Instructions – Text instructions for the execution of the work order.

4. Click the Components link in the upper right corner of the screen (if it is available) to display the Components screen for the work order.


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Figure 7: Components

5. Review the following fields for each component of the parent item being built on the work order:

Component – The component number.

Description – A description of the component item.

Quantity per Unit – The quantity of the component that is required to build one unit of the parent item.

Unit of Measure – The component’s unit of measure, such as Each.

Supply Type – The method of kanban supply for the component, such as Push or Pull.

Attachment – An icon indicates that an attachment is available for viewing.

6. Click the Orders:Work Orders link in the upper left corner of the screen to return to the Work Orders screen.

Note: The screen erases your previous search results.


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Supplier Reviewing Planned Delivery Information Suppliers can review planned delivery information for future shipments through the iSupplier Portal.

Navigate to Delivery Schedules

Figure 1: Main Menu




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2. In the menu on the right side of the screen, under Shipments, click Delivery Schedules.

Note: This is the same as clicking the Shipments tab.

Figure 3: Delivery Schedules


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Search for Delivery Schedule Information with Simple Search Use the Simple Search if you need to search using limited criteria.

The Delivery Schedules screen shows the Simple Search fields at the top by default.

Note: If a column header appears “raised,” you can click it to sort the data in Ascending (^) or Descending (v) order by that column.



Organization (the buying company) – Type the name of a buying company, or search for one.

Supplier Item – Type the number that you use for an item.

Due Date – Type the date a shipment is due to arrive at its destination.

Item Number – Type an Oracle item number.

PO Number – Type a purchase order number.

Item Description – Type an item description.

Ship-To Location – Type the name of the ship-to destination.


2. Click Go.

Figure 4: Delivery Schedules

Shipments display, sorted by newest Due Date (farthest into the future) first.


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Search for Delivery Schedule Information with Advanced Search Use the Advanced Search if you need to search using more flexible criteria.


1. On the Shipments tab, click Advanced Search in the upper right corner to display the Advanced Search view.

Figure 5: Delivery Schedules with Advanced Search fields






Organization – Select is or is not, and type the name of a buying company in the field to the right. You can also search for one.


Supplier Item – Select is or is not, and type the item number that you use for an item in the field to the right. You can also search for one.

Item Description – Select is or is not, and type a description for the item in the field to the right.



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Figure 6: Delivery Schedules with Advanced Search results

In the example above, we searched by Item Description.


6. Review the following fields in the grid for each scheduled delivery:



Item Description – A description of the item or service.



Quantity Received – The quantity delivered so far.

Ship-To Location – The name of the ship-to destination.

Carrier – The name of the transportation carrier for the shipment.


Supplier – The name of your supplier company.

Supplier Location – The name of the supplier site.

Due Date – The date the shipment should arrive at the ship-to destination.

7. Click any of the links in a grid row to display information about that scheduled delivery:

PO Number – Displays the Purchase Order Information screen.

Quantity Received – Displays the Receipt Transaction screen.

Ship-To Location – Displays the Ship-To Location screen for the location.

Supplier Location – Displays the Supplier Contact Info screen for the supplier site.



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Supplier Reviewing Shipment Information Suppliers can review shipment information for past shipments through the iSupplier Portal.

Navigate to Advance Shipment Notices

Figure 1: Main Menu




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3. Click View/Cancel Advance Shipment and Billing Notices.

Search for Advance Shipping Notices with Simple Search Use the Simple Search if you need to search using limited criteria.

The View/Cancel Advance Shipment Notice screen shows the Simple Search fields at the top by default.

Note: If a column header appears “raised,” you can click it to sort the data in Ascending (^) or Descending (v) order by that column.



1. Click in the View field and select one of the following:

Last 25 Shipment Notices

All Shipment Notices



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Search for Advance Shipping Notices with Advanced Search Use the Advanced Search if you need to search using more flexible criteria.



Figure 6: View/Cancel Advance Shipment Notice with Advanced Search fields






Shipment Number – Select is or is not, and type a shipment number (ASN) in the field to the right.


Ship To Location– Select is or is not, and type the name of a ship-to destination in the field to the right. You can also search for a ship-to location.

Supplier Site – Select is or is not, and type the name of one of your supplier sites in the field to the right. You can also search for a site.

4. Click Search to display the search results.


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Figure 7: View/Cancel Advance Shipment Notice with Advanced Search results

In the example above, we searched by PO Number.



7. Click the Home tab in the upper right corner of the screen to return to the iSupplier Home page.


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Review Detailed Shipment Information Please complete the following task(s):

1. On the View/Cancel Advance Shipment Notice screen, with search results displayed, click a Shipment Number to display the details for that shipment.

Figure 8: Advance Shipment Notice

2. Review the Freight Information, as needed:

Freight Terms

Freight Carrier

Number of Containers

Bill of Lading

Waybill/Airbill Number

Packing Slip

Packing Code

Tare Weight UOM

Tare Weight

Special Handling Code

Net Weight UOM

Net Weight

Comments


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3. Review the information in the grid for each shipment listed on the ASN:


Line – The purchase order’s detail line number. Orders can have many detail lines.

Shipment – The shipment number within the ASN. One ASN can have several shipments.



Item Description – A description of the item.

Due Date – The date the shipment should arrive at the Ship-To address.


Quantity Received – The quantity received at the Ship-To address so far.

UOM – The Unit of Measure for the item

Ship-To Location – The name of the buying company’s Ship-To address.

Name Plate Number/Lot Number /Serial Number – The item’s unique identification number, if there is one.


Cancellation Status – Indicates whether the shipment has been cancelled.

4. Click the Details link next to one or more rows in the grid to display more fields for each detail line.

Figure 9: Advance Shipment Notice with Details Displayed


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5. Review the extra fields for each item in the shipment:

Packing Slip – The packing slip number for this shipment.

Truck Number – The truck number carrying the shipment.

Container Number – The container number holding the shipment.

Barcode Label – The barcode label type.

Country of Origin – The shipment’s origin country.

Comments – Any comments added by the supplier.

6. Click Export to display a prompt.



Click Open to display the CSV file in Microsoft Excel. You can display, print, or save it from Excel.



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Figure 11: CSV Export in Excel

8. If you opened the CSV, close it to return to the Advance Shipment Notice screen.

9. Click the Shipments:Shipment Notices link to return to the View/Cancel Advance Shipment Notices search screen.


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Supplier Reviewing Receipt Information Suppliers can review receipt information for past shipments through the iSupplier Portal.

Navigate to Receipt Transactions

Figure 1: Main Menu




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2. In the menu on the right side of the screen, under Receipts, click Receipts.

Note: This is the same as clicking the Receipts tab, then clicking the Receipts submenu.

Figure 3: Receipt Transactions


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Search for Receipts with Simple Search Use the Simple Search if you need to search using limited criteria.

The Receipt Transactions screen shows the Simple Search fields at the top by default.

Figure 4: Receipt Transactions with Simple Search Results

The system displays one row for each receipt.




Organization – Type the name of the Business Unit which placed the order.

Receipt Number – Type an Oracle system-assigned receipt number.

Receipt Date – Type a date the item or service was received.


Item – For items, type the Oracle item number.

Supplier Item – For items, type the supplier’s item number.

Receipt Location – Type the name of the Ship-To Location.




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Search for Receipts with Advanced Search Use the Advanced Search if you need to search using more flexible criteria.



Figure 5: Receipt Transactions with Advanced Search fields






Organization– Select is or is not, and type the name of one of the buying company’s Business Units in the field to the right.

Receipt Number – Select is, is not, contains, starts with or ends with, and type an Oracle system-assigned receipt number in the field to the right.

Receipt Date – Select is, is not, before or after, and type a date in the field to the right.




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Figure 6: Receipt Transactions with Advanced Search results

In the example above, we searched by Receipt Date.




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Review Receipt Information

Figure 7: Receipt Transactions



Receipt Number – The Oracle-assigned receipt number.

Receipt Date – The date the receipt was entered in the Oracle system.






Quantity Received – The quantity that was received.

Receipt Location – The buying company’s Business Unit where the item or service was received.

View Attachments – An icon displays if attachments are present.

2. Click a Receipt Number in the grid to display the Receipt History screen for that receipt.


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Figure 8: Receipt History


Creation Date – The date and time that the receipt was entered in the Oracle system.

Ship Date – The date the item was shipped from the supplier.

Defects – Click the icon to display the Failed Inspection Items screen with information about any defective items for this shipment.

Returns – Click the icon to display the Returns Summary screen with information about any returned items for this shipment.


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Figure 9: Failed Inspection Items

Figure 10: Returns Summary

4. From any of the Receipts screens, click Export to display a prompt.


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6. If you opened the CSV, close it to return to the Receipts screen from which you exported.

7. Click the Shipments:Receipts link to return to the Receipt Transactions search screen.


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Supplier Reviewing Overdue Receipt Information Suppliers can review overdue and incomplete receipts through the iSupplier Portal.

Navigate to Overdue Receipts

Figure 1: Main Menu




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2. In the menu on the right side of the screen, under Shipments, click Overdue Receipts.

Note: This is the same as clicking the Shipments tab, then clicking the Overdue Receipts submenu.

Figure 3: Overdue Receipts


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Search for Overdue Receipts with Simple Search Use the Simple Search if you need to search using limited criteria.

The Overdue Receipts screen shows the Simple Search fields at the top by default.

Figure 4: Overdue Receipt Transactions with Simple Search Results

The system displays one row for each purchase order whose full Quantity Ordered was not received by the Due Date.








Due Date – Type a date on which a shipment was due to arrive at the Ship-To Location.




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Search for Overdue Receipts with Advanced Search Use the Advanced Search if you need to search using more flexible criteria.



Figure 5: Overdue Receipts with Advanced Search fields






Organization– Select is, is not, contains, starts with, or ends with, and type the name of one of the buying company’s Business Units in the field to the right.


Item – Select is, is not, contains, starts with, or ends with, and type all or part of an Oracle item number in the field to the right.

Supplier Item – Select is, is not, contains, starts with, or ends with, and type all or part of a supplier item number in the field to the right.



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Figure 6: Overdue Receipts with Advanced Search results

In the example above, we searched by Item number.




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Review Overdue Receipt Information

Figure 7: Overdue Receipts







Due Date – The date the ordered quantity of the item or service was to arrive at the Ship-To Location.


Quantity Ordered – The quantity that was ordered.


Quantity Received – The quantity that was received so far.

Ship-To Location – The GDATP Operations Site where the item or service should have been received.



2. Click a PO Number in the grid to display the Purchase Order Information or the Blanket Release screen for that purchase order.


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Figure 8: Purchase Order Information / Blanket Release

Note: The screen which displays here depends on whether the purchase order was a stand-alone PO, or a blanket agreement release.

3. From any of the Overdue Receipts screens, click Export to display a prompt.






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6. Click the Shipments:Overdue Receipts link to return to the Overdue Receipts search screen.


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Supplier Reviewing On-Time Delivery Information Suppliers can review return on-time delivery information for receipts through the iSupplier Portal.

Navigate to On-Time Performance

Figure 1: Main Menu




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2. In the menu on the right side of the screen, under Receipts, click On-Time Performance.

Note: This is the same as clicking the Shipments tab, then clicking the On-Time Performance submenu.

Figure 3: On-Time Performance


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Search for On-Time Performance with Simple Search Use the Simple Search if you need to search using limited criteria.

The On-Time Performance screen shows the Simple Search fields at the top by default.

Figure 4: On-Time Performance with Simple Search Results


Note: If a column header appears “raised,” you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Due Date.




Due Date – Type a date that a shipment was due.



Delivery Status – Select On-Time, Early or Late.


Shipment Number – Type a shipment number (ASN) in the field to the right.


Waybill/Airbill Number – Type the carrier’s Bill Of Lading number.




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Search for On-Time Performance with Advanced Search Use the Advanced Search if you need to search using more flexible criteria.



Figure 5: On-Time Performance with Advanced Search fields






Organization - Select is or is not, and type the name of one of the buying company’s Business Units in the field to the right.


Due Date – Select is, is not, after, or before, and type a due date in the field to the right.

Shipment Number – Select is, is not, contains, starts with, or ends with, and type all or part of an Advanced Shipping Notice number in the field to the right.



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Figure 6: On-Time Performance with Advanced Search results

Note: In this example, we searched by PO Number.




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Review On-Time Performance Information

Figure 7: On-Time Performance



Organization


Due Date

Shipment Number – The Advance Shipping Notice number.


Receipt Date – The date the receipt was entered in the Oracle system.






Waybill/Airbill Number – The carrier’s Bill Of Lading number.

Carrier – The name of the shipment’s carrier.

Delivery Status – On-Time, Late, or Early, as defined by the shipment’s Due Date versus the actual Receipt Date.

Note: You can click a PO Number link to display the Purchase Order Information screen for that order, or click a Receipt Number link to display the Receipt Transactions screen for that receipt.

2. From the On-Time Performance screen, click Export to display a prompt.


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Supplier Reviewing Return Information Suppliers can review return information for receipts through the iSupplier Portal.

Navigate to Returns Summary

Figure 1: Main Menu




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2. In the menu on the right side of the screen, under Receipts, click Returns.

Note: This is the same as clicking the Shipments tab, then clicking the Returns submenu.



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Note: You can get to the Returns Summary screen from the Receipt History screen, by clicking the Returns icon for the receipt.

Search for Returns with Simple Search Use the Simple Search if you need to search using limited criteria.

The Returns Summary screen shows the Simple Search fields at the top by default.

Figure 4: Returns Summary with Simple Search Results

The system displays one row for each return.






Shipment Number – Type a shipment number (Advance Shipping Notice number).

RMA Number – Type a Return Merchandise Authorization number.



Item Description – Type a description of the item.




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Search for Receipts with Advanced Search Use the Advanced Search if you need to search using more flexible criteria.



Figure 5: Returns Summary with Advanced Search fields






Receipt Number – Select is, is not, contains, starts with, ends with, greater than, less than, after, or before, and type an Oracle system-assigned receipt number in the field to the right.

PO Number – Select is, is not, contains, starts with, ends with, greater than, less than, after, or before, and type all or part of a PO number in the field to the right.

Shipment Number – Select is, is not, contains, starts with, ends with, greater than, less than, after, or before, and type an Advance Shipping Notice number in the field to the right.

RMA Number – Select is, is not, contains, starts with, ends with, greater than, less than, after, or before, and type a Return Merchandise Authorization number in the field to the right.

Match Case – Select this option to refine your search and speed it up.



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Shipment – The Advance Shipping Notice number.

RMA Number – The Return Merchandise Authorization number issued by the supplier.

Receipt Creation Date – The date the receipt was entered in the Oracle system.






Quantity Returned – The quantity that was returned to the supplier.

Return Date – The date the quantity was shipped back to the supplier.

Reason – Text describing the reason for the return.

2. From the Returns Summary screen, click Export to display a prompt.


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5. Click the Shipments:Receipts link to return to the Receipt Transactions search screen.


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Supplier Reviewing Invoice Information Suppliers can review invoice information for shipments through the iSupplier Portal.

Navigate to Invoice Summary

Figure 1: Main Menu




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2. In the menu on the right side of the screen, under Invoices, click Invoices.

Note: This is the same as clicking the Account tab, then clicking the View Invoices submenu.

Figure 3: Invoice Summary


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Search for Invoices with Simple Search Use the Simple Search if you need to search using limited criteria.

The Invoice Summary screen shows the Simple Search fields at the top by default.

Figure 4: Invoice Summary with Simple Search Results





Invoice Number – Type an invoice number.

Payment Number – Type a payment number (such as a check number).

Gross Amount From – Type a gross amount of the invoice at which to start searching.

Gross Amount To – Type a gross amount of the invoice at which to stop searching.

Amount Due From – Type an amount due at which to start searching.

Amount Due To – Type an amount due at which to stop searching.


Payment Status – Select Not Paid, Partially Paid, or Paid.

Invoice Date From – Type an invoice date at which to start searching.

Invoice Date To – Type an invoice date at which to stop searching.

Due Date From – Type a due date at which to start searching.

Due Date To – Type a due date at which to stop searching.




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Search for Invoices with Advanced Search Use the Advanced Search if you need to search using more flexible criteria.



Figure 5: Invoice Summary with Advanced Search fields






Invoice Number – Select is, is not, contains, starts with or ends with, and type all or part of an invoice number in the field to the right.

Invoice Date – Select is, is not, before or after, and type a date in the field to the right.

PO Number – Select is, is not, contains, starts with or ends with, and type an Oracle system-assigned purchase order number in the field to the right.

Payment Number -– Select is, is not, contains, starts with or ends with, and type a payment number (such as a check number) in the field to the right.



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Figure 6: Invoice Summary with Advanced Search results

In the example above, we searched by Invoice Number.




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Figure 7: Invoice Summary



Invoice Number – The invoice number.

Description – A description of the invoice or how it was created.

Invoice Date – The date the invoice was created in the Oracle system.


Currency – The invoice currency, such as USD or EUR.

Gross Amount – The total amount of the invoice.

Amount Due – The invoice’s amount due.

Due Date – The date payment is due for the invoice.

Status – The processing status of the invoice after the supplier submits it to the buying company, such as In-Process, Approved, or Rejected.

Payment Number – The payment number for the payment made in response to the invoice.

Discount Date – The date by which payment must be received in order to earn a discount on the invoice, if discount terms have been negotiated.

Discount Available – The available discount amount, if any.

Packing Slip – The packing slip number that the supplier entered for the invoiced shipment.


Supplier Site – The name of the supplier site where payment should be sent.

(Invoice) Type – The type of invoice, such as Standard, Debit Memo, or Credit Memo.

2. Click an Invoice Number in the grid to display the Associated POs screen for that invoice.


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Figure 8: Associated POs


PO Number – The PO number associated with the invoice. You can click the PO Number link to display the Purchase Order Information screen with the details of the purchase order.

Currency

Total

Buyer

Supplier

Supplier Site

4. Click the Back button in your browser to return to the search results on the Invoice Summary screen. (If you click the Account: View Invoices link to return to the Invoice Summary screen, it erases your search results.)

5. From the Invoice Summary screen, click a Payment Number link to display the Payments screen with the payment for the invoice.


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Figure 9: Payments

6. From any of these screens, click Export to display a prompt.






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8. If you opened the CSV, close it to return to the screen from which you exported.

9. Click the Back button in your browser to return to the search results on the Invoice Summary screen. (If you click the Account: View Invoices link to return to the Invoice Summary screen, it erases your search results.)


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Supplier Reviewing Payment Information Suppliers can review payment information for invoices through the iSupplier Portal.

Navigate to Payment Summary

Figure 1: Main Menu




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2. In the menu on the right side of the screen, under Payments, click Payments.

Note: This is the same as clicking the Account tab, then clicking the View Payments submenu.

Figure 3: Payment Summary


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Search for Payments with Simple Search Use the Simple Search if you need to search using limited criteria.

The Payment Summary screen shows the Simple Search fields at the top by default.

Figure 4: Payment Summary with Simple Search Results

The system displays one row for each payment.

Note: If a column header appears “raised,” you can click it to sort the data in Ascending (^) or Descending (v) order by that column. The default sort order for this screen is Payment Date.




Payment Date From – Type a payment date at which to start searching.

Payment Date To – Type a payment date at which to stop searching.

Payment Number – Type a payment number (such as a check number).

Payment Amount From – Type an amount of the payment at which to start searching.

Payment Amount To – Type an amount of the payment at which to stop searching.




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Search for Payments with Advanced Search Use the Advanced Search if you need to search using more flexible criteria.



Figure 5: Payment Summary with Advanced Search fields






Payment Number – Select is, is not, greater than or less than, and type all or part of a payment number in the field to the right.

PO Number – Select is, is not, contains, starts with or ends with, and type an Oracle system-assigned purchase order number in the field to the right.

Payment Date – Select is, is not, before or after, and type a date in the field to the right.

Business Unit – Select is or is not, and type the name of one of the buying company’s Business Units in the field to the right.



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Figure 6: Payment Summary with Advanced Search results

In the example above, we searched by Payment Number.




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Review Payment Information

Figure 7: Payment Summary



Payment – The payment number for the payment made in response to the invoice.

Invoice – The invoice number. One payment can cover many invoices.

PO Number – The Oracle-assigned purchase order number. One payment can cover many purchase orders.

Payment Date – The date the payment was created in the Oracle system.

Currency – The payment currency, such as USD or EUR.

Amount – The amount of the payment.

Stopped – An asterisk (*) in this column indicates that the payment was stopped.

Cleared – An asterisk (*) in this column indicates that the payment has cleared the bank (is good).

Voided – An asterisk (*) in this column indicates that the payment was voided. Click the Payment Number link to display the Payments screen with the date the payment was voided. The void amount displays as a credit.

Supplier Site – The name of the supplier site where the payment was sent.

Supplier Address – The address of the supplier site where the payment was sent.

2. Click a Payment Number in the grid to display the Payments screen for that invoice.


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Figure 8: Payments


Invoice – The invoice number for which the payment was intended.

Accounting Date – The date the payment was created.

Currency – The currency of the payment, such as USD or EUR.

Amount – The amount of the payment to be applied to the invoice.

Discount Taken – The amount of the discount that was taken, if any.

4. Click the Account: View Payments link in the top left corner of the screen to return to the search results on the Payment Summary screen.

5. From any of these screens, click Export to display a prompt.


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7. If you opened the CSV, close it to return to the screen from which you exported.

8. Click the Account: View Payments link in the top left corner of the screen to return to the search results on the Payment Summary screen.


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Documents

Suppliers Guide to Isupplier Portal