1 (procurement) supplier user's manual pospia3.0 promotion process group r oh mingyu a joo...

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(Procurement) Supplier

User's Manual

POSPIA3.0 Promotion Process Group

R 　 Oh Mingyu

A 　 Joo Bongsoo

I　 POSPIA3.0 Pro-motion Process Group

Contents

I. Login and Sourcing

II. Bidding

III. Transaction

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- Left blank inten-tionally -

Revision history

Changed date

Ver-sion Modified details Author Re-

viewer

Jul 01, 2013 1.0 First draft Oh Mingyu Cho Yu-

gyeong

• The e-Pro use right (certificate installation right) of the supplier in question will be given to the buyer in advance, and the temporary ID/password will be notified to the supplier. • When the supplier logs in for the first time, the temporary ID and password should be entered on the initial screen before setting the regular ID and password for fu-ture use and modifying the basic information of the supplier. • When the certificate is installed successfully, setup will be completed. Then, the user can log in with the installed certificate and access the business screen.

Initial screen inquiry

Temporary IDlogin

■ Overview


■ Business process

ID/PW setting

Certificate installation

Login

Menu navigation Initial e-Pro Screen/Login

Before the supplier logs in, the buyer must grant a supplier installation certificate and notify temporary ID/PW to the supplier. (URL : http://www.steel-n.com:8080/P10/P10150/p101508150/p101508150.do?POS_LOCALE_INFO=en&event=getUrlInfo&pOrgId=295 )

Open the initial screen of steel-n.-com.

( http://www.steel-n.com:8080/ )

1. Don't select the "VeriSign Lo-gin" check box when logging in for the first time. Input the temporary ID/password to log in.

2. When the ID and password are changed and the certificate is installed, select "VeriSign Login" check box when you log in.

Note


① Initial screen

http://www.steel-n.com:8080/

Menu navigation Sourcing / Supplier Information /View my info

When logged in first, the basic

information change window

(e.g., ID) will be opened

automatically.

.(*) is a mandatory field.

1. Modify the basic company

information.

2. Input the information on the

person in charge of supplier

master.

3. Input a new ID.

4. Input the password and confirm

password.

5. Click the [Save] button to save

The information when input is

completed.

The ID can be changed once for the first time, whereas the password can be change frequently.More than 8 characters can be used as a password. More than three consecutive letters or numbers cannot be used.

Note


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5

① Initial screen

① Modify supplier info.

Menu navigation Enrollment

1. Open the VeriSign certification installation page. https://www.steel-n.com/client/userEnrollEPRe.htm

2. Input the newly configured ID and password.

3. Click the [Submit] button.

4. If the "Finished" message

Appears, the certificate is installed

successfully.

A certificate cannot be issued for the test system. Login without a certificate is allowed.As the effective period of a certificate is one year, it needs to be updated every year. Users can log into the test system without a certificate.

Note


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https://www.steel-n.com/client/userEnrollEPRe.htm





Menu navigation Sourcing / Supplier Information /View my info

1. Once the certificate is installed, select the "VeriSign Login" check box before logging in.Click the "Log in" button after entering the changed ID/password.

2. Initial screen after log-in

- News and Notice: Notice

- e-Bidding: Recent 5 bids

- Message Center :

Unaccepted contract/order

3 . Menu

- Sourcing: Sourcing group inquiry

- Bidding: Bid inquiry, making a bid,

bid result inquiry

- Transaction: View an agreement/

order sheet Shipping registration

(MRO) Invoice inquiry, etc.

Note


① Initial screen before login

② Initial screen after log-in

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Menu navigation Sourcing -> Sourcing Group -> Purchase Items

S/G (Sourcing Group): A purchase unit that is set in consideration of the supply market, characteristics of articles, and convenience of the contract.

1. Select a sourcing group for each purchase item before making an inquiry.

2. When the level 1 is se-lected, the sub-category S/G list can be retrieved from the level 2.

3. Group purchasing means the item purchased by the main office collectively.

4. Click the "Sourcing group name" to view the details.

5. Click the [Item search] button on the detailed screen to inquire the item mapped to the selected category.

Note

① Click "Title name"


• The bidding price is registered at the bidding time by inquiring the bid informa-tion designated by the person in charge of purchase. The bidding price can be mod-ified within the deadline.

The buyer cannot retrieve the bidding price before the deadline.• If any bidder proposed a target price when after the deadline, the bidder will win a bid. Otherwise, the next round will be processed or the second bid will be made after processing failure in bidding.

For a bid for the facility, input the specification of the such bid before designating the bid supplier, and open the bidding.

■ Overview

Ⅱ. Bidding


ITB inquiry/Specification quotation registration

(facility)

Bidding Information

inquiry

Bidding price input

Bidding result inquiry

Menu navigation Bidding -> Bidding -> Bidding status

1. Input the search condition and click the [Search] button to inquire the bidding progress status of the sup-plier in question. - Date: Click the Calendar button or input the date manually in a format of "yyyy-mm-dd".

2. Click the "Case name" of the inquiry result to open the "Bidding progress de-tails" screen.

3. If a non-disclosure agree-ment is applicable to the bidding case in question, the non-disclosure agreement window will appear. Check the contents and select "A-gree" and then, click the [Confirm] button to open the "Bidding progress details" screen. - Once agreed, the window will not be called again for the bidding of the RFQ in question. - If not agreed, the next screen will not be opened.

Note

Ⅱ. Bidding

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① Search

② Click "Title name"


1. Check the details of the bidding in question, and click the [Prepare bid] button to open the "Bid-ding form" screen.

2. The bidding is allowed only when the bidding is opened as of now.

Check the time zone first before participating in the bidding.

Note

Ⅱ. Bidding

① Click "Title name"


1. Read the notice about the bidding and select "Agree" and, click the [Confirm] but-ton to open the "Bidding form" screen.The "Notice about the bid-ding" will be called under the following circumstances. - If the "Notice about the bidding" is not agreed, or - If the bidding time is not "NEGO", or - If the bidding was not won in the first round.

2. The terms should be read before agreeing to it.

Note

Ⅱ. Bidding

① Prepare Bid

② Confirm


1. Other buttons - Interim saving: Temporary saving. This button appears if the bitting type is "REVE" or the bidding document confirmation status is not "Confirmed (Y)". - Attach File: Attach the bidding-related file.

2. Detailed item display - Transportation bidding: Sequence, affiliated com-pany, case name, weight, volume, bidding price, and minimum fare (if the trans-portation contract cost is set to be applied) - If the proportion type of the purchase bidding price is set: Sequence, item code, description, delivery date, quantity, unit, % (contract unit price and policy, if joint/group purchase is set).

- Others: Sequence, item code, description, delivery date, volume, unit price (A quotation is not allowed, if it is "item by item" type.)

Note

Ⅱ. Bidding

1

Input and set the pro-portion of the pur-chase bidding price

Bidding condition change (quantity, de-livery date) is allowed.

1① Prepare Bid

② Confirm


1. Input the bidding price. The input price will be multiplied by the quantity automatically. - The unit price should be en-tered for all items. - If the bidding type is "SEALED" and the bidding condition change (volume, delivery date) is not al-lowed and the previous bidding price exists when entering a unit price, the price is checked whether the it is entered less than 50%. - If bidding condition change (quantity, delivery date) is al-lowed, the quantity and delivery date can be modified. - If the proportion of the pur-chase bidding price is set, input the unit price as a percentage. - If the proportion of the pur-chase bidding price is not set, currency can be changed. If cur-rency is changed, the unit price and total amount will be cleared.

2. If the bidding is confirmed by clicking the [Finalize bidding] button, the "Agreeing not to trade with sanctioned suppliers" pop-up window will be opened for the MRO only and the agree-ment procedure is executed.

Note

Ⅱ. Bidding

1

2① Prepare Bid

② Confirm


Note

Ⅱ. Bidding

1. If the bidding is confirmed by clicking [OK], the bidding historypop-up window will appear. - Export: Downloads the bidding history as an Excel file.

① Prepare Bid

③ Confirm

② Prepare Bid


Note

Ⅱ. Bidding

When the bidding is com-pleted, the bidding result can be inquired.The "Status" column shows the progress.

To check the details of the winning bid, click the "Title" column.

1① Search

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Note

Ⅱ. Bidding

1. Inquire the bid result de-tails. The winning bid of the bid winning company can be checked. If the bid is set not to provide the winning bid, the winning bid will be displayed for the bid winner only. - Export: Downloads the bidding result as an Excel file.

① Click “Title”

Menu navigation Bidding -> Bidding -> Technical Spec. send

Note

Ⅱ. Bidding - Send Technical Spec( Only Equipment)

1. Inquires the specifica-tion quotation list of the supplier in question. There is no inquiry condition on the screen, and the list will be automatically displayed when the screen is opened. Click the "Case name" on the inquiry result to open the "Specification quotation details" screen.

① Click "Title"


Note


1. Click the [Attach techni-cal spec] button to attach the specification quotation file for the RFQ in question.

- The specification quota-tion file can be attached only when the quotation deadline is not due, and the the quotation specification is in preparation or the bid-ding is the target of specifi-cation quotation creation.

- Export: Downloads the specification quotation de-tails as an Excel file.

① Check Attached file

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Note


1. Click the [Send specifi-cation] button to send the quotation specification to POSCO. - Once sent successfully, the specification quotation file cannot be attached, and transmission processing cannot be made either.

2. Check the result of speci-fication quotation transmis-sion result.

① Send specification

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Menu navigation Bidding -> Bidding -> ITB

ITB doesn't accept the speci-fication quotation such as construction work and group purchase but provide the in-formation on the bidding to the supplier, if the specifica-tion is explained to the sup-plier for the bidding.

Note

Ⅱ. Bidding - ITB

• Inquires and accepts the contract document and order sheet created by ERP, and registers the shipping information at the time of delivery.• If a slip is created, the invoice details and payment plan/result can be in-quired.• If the supplier made a consignment agreement, the real-time consignment inventory can be inquired.

Contract information inquiry

Contract acceptance

Shipping registration

(MRO)

Invoice/Payment inquiry

■ Overview

Ⅲ. Transaction


Order information inquiry

Order acceptance

Menu navigation

① Long term contract(BPA)

② Search

Transaction/Transaction/Long term contract(BPA)

BPA ( Blanket Purchase Agreement ) : Long term contract

1. Contract date (approval date of the BPA) The start and end date must be entered. The initial value is over the last one year.

2. Input the contract number as a selection condition. If not available, all contract num-bers will be inquired.

3. "PO No." is a contract number, which is an unique number for each contract.

4. "Case name" is the description on contract details.

5. "Number of items" is the count of items corresponding to the contract.

6. "Amount" is the total amount set when signing an agreement.

7. "End date" is the completion date written on the agreement.

8. "Accepted date" is the date when the supplier checks and ac-cepts the agreement. (If not accepted, leave it blank for each agreement change times.)

Note

Ⅲ. Transaction (Long term contract(BPA))

Menu navigation Transaction/Transaction/Long term contract(BPA)

1. The header detail information is displayedon the upper side, such as the contract number,contract period, contract amount, and VAT amount.

2. The item information in-cluded in the selected contract number will be dis-played at the bottom, such as the item code, UOM (unit of measurement), quantity, unit price.

3. Click the item code at the bottomto populate the pop-up win-dow that shows the item informa-tion.

Note


② Detail


Menu navigation Long term contract(BPA) / Long term Agreement

1. Press the [Accepted] but-ton on the upper side.

2. When the "Agreement" pop-up window appears,

click the [Confirm] button and read the entire terms.

3. Click the [Yes] button to open the

agreement acceptance screen.

Note

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Click four agreement items in turn to populate the

pop-up window. Then, the pop-up window should be closed to proceed agree-

ment acceptance.If any of the four items is not confirmed, the mes-sage window will appear

and cannot go on.


② Accepted

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Menu navigation


② Long term Agreement

Transaction/ Transaction/ Long term contract(BPA) / Long term Agreement

4. If you click the [Yes] but-ton on the "Agreement acceptance“ the "Suc-cessfully processed" message window will appear.

Note

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OK2


Menu navigation


② Search

③ Detail

Transaction/ Transaction/ Long term contract(BPA)

1. If the list is displayed af-ter performing agree-ment acceptance, the the acceptance com-pletion date will be displayed on the "Ac-cepted date" of the se-lected contract num-ber. The date will also displayed on the "Contract accepted date", when displaying the detailed screen.

Note

Ⅲ. Transaction (Long term contract(BPA)

The agreement acceptance date will be displayed on

the list screen and details screen

after accepting the agreement.

Menu navigation

① Spot contract/BPA Order

② Search

Transaction/Transaction/Spot contract/BPA Order

1. The start and end date of the contract (the approval date of the spot contract and long-term contract order approval) must be entered. Over last one year is the default value.

2. Input the Order No. (contract number) as a selection condition.

3. Order No is a unique identifi-cation number for each contract.

4. The order number after the "-" of the Order No will be displayed only for a long-term contract.

5. Order No will be displayed in a format of contract num-ber + "-" + "order num-ber" for both the spot contract and long-term contract.

4. "Title" is the comment that explains the agreement details.

5. "Number of items" is the count of items corresponding to the contract.

6. "Order Amount" is the total amount of the item unit price that was set when signing an agreement.

7. "Date order Accepted" is the date when the supplier accepts the agreement af-ter check.

Note

Ⅲ. Transaction (Spot contract/BPA Order)

Menu navigation Transaction/Transaction/ Spot contract/BPA Order

1. The header detail information is displayed on the upper side, such as the contract number,contract period, contract amount, and VAT amount.

2. The item information in-cluded in the selected con-tract number will be dis-played at the bottom, such as the item code, UOM (unit of measurement), quantity, unit price.

3. Click the item code at the bottom to populate the pop-up window that shows the item information.

Note



② Click "Title"

Menu navigation Long term contract(BPA) / Spot contract/BPA Order/ BPA Order Agreement

1. Press the [Accepted] but-ton on the upper side.

2. When the "Agreement" pop-up window ap-pears, click the [Con-firm] button and read the entire terms.

3. Click the [Yes] button to open the agreement acceptance screen.

4. For the standard case that has no release, per-form agreement ac-ceptance like the long-term agreement de-scribed above.

Note



② Accepted

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Menu navigation

① Invoice List

② Search

Transaction/Transaction/Invoice List

If "Error Flag" is "Y", ask the slip issuer and take proper actions.

1. "Created Date" is entered when registered. One year from today is the default value.

2. When "Invoice No" is clicked, the "Details" screen will be opened.

3. The last item "Error Flag" indicates where there was an error while creating an invoice. If it is "Y", the cause of the error will be displayed as a link in the pop-up window.

4. If the page number is clicked, 20 items in the selected page will be dis-played.

Note

Ⅲ. Transaction (Invoice)

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Menu navigation Transaction/Transaction/Invoice List

1. The supplier can click "In-voice No" on the in-voice list to display the "Invoice details" information on this screen.

2. The detailed header in-formation is displayed on the upper side, such as the Invoice No, Invoice Date, VAT amount, and Case name. The item infor-mation such as Item code, unit price, and Amount will be dis-played at the bottom.

3. "Reconciled amount" is the clearing amount that is paid to the supplier.

Note

Ⅲ. Transaction (Invoice)

① Invoice List

② Click "Case Name".

Menu navigation Transaction/Transaction/ Payment plan / history

1. Click Transaction on first page.

2. Click Invoice/Payment. 3. Click Payment Planning/History.

4. Insert search terms (Query Category, Query Pe-riod) ☞ When Payment plan in the Query Category is selected, data inserted in the Query period will disappear.

5. Clicking Search will dis-play data matching search terms. 6. Clicking Invoice No will display detailed invoice informa-tion.

Note

Ⅲ. Transaction (Payment Plan/History)

① Payment plan / history

② Search

Menu navigation Transaction/Transaction/ Payment plan / history

1. The detailed header information is displayed on the upper side, such as the Invoice No, InvoiceDate, VAT amount, and Case name. The item information such as Item code, unit price, and Amount will be displayed at the bottom.

2. "Reconciled amount" is the

clearing amount that is paid

to the supplier.

3. Items are same with the

invoice detail information.

Note

① Payment plan / history

② Click "Case Name".

Ⅲ. Transaction (Payment Plan/History)

Menu navigation Transaction/Transaction/Shipment

1. Select the start and end date of order delivery.

2. Select "Shipped or not" - Orders not yet shipped (default) or "Already shipped".

3. "Order No" and "Shipment No" can be entered into the text box as search conditions. At this time, the shipment number will be displayed for the non-accepted case among "Al-ready shipped" cases, as shown in the screen.

4. If "Order No" is clicked, the "Details of Orders not yet shipped“ screen will be opened.


Note

① Shipment

② Orders not yet shipped

③ Search

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Ⅲ. Transaction (Shipment)

Menu navigation

① Shipment

② Click "Title"

Transaction/Transaction/Shipment

1. Input "Arrival Date" and then, input the shipped quantity after checking the item to be shipped.

2. Click the [Send to Pur-chaser] button to send the shipping informa-tion to POSCO.

3. Check normal processing on the "To be shipped/Already shipped" screen after 5 minutes.

Note

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Menu navigation

① Shipment

② Already shipped


1. Select the start and end date of order delivery. From one month after today to 2 years later is the de-fault value.

2. Select "Shipped or not" - Or-ders not yet shipped (default) or "Already shipped".

3. "Order No" and "Shipment No" can be entered into the text box as search conditions. At this time, the shipment number will be displayed for the non-accepted case among "Already shipped" cases, as shown in the screen.

4. If "Order No" is clicked, the "Details of Orders not yet shipped“ screen will be opened.

Note


Menu navigation

① Shipment

② already shipped


1. Click the [Delete] button on the upper side. Then, the "Will you delete it?“ confirma-tion message will ap-pear. Click [OK] to delete.

2. Click the [Print] button on the upper side to dis-play the "Delivery specification slip" screen.

3. Click the material identifi-cation table (Attach-ment table A4-4) to print it out.

Note


Menu navigation

① Search

Transaction/Transaction/ Consignment stock

1. Click the contract number from the contract informationLOV that has the consign-ment item.

2. Click the [Search] button to display the inventoryin the warehouse that has the delivery history.(If there are more than 2 warehouses, the total inven-tory will be displayed.)

Note

Ⅲ. Transaction (Consignment stock)

Menu navigation

① Search

Transaction/Transaction/ Consignment stock(Subinventory)

1. Select the contract num-ber of the supplier from the LOV. Then, the inven-tory information on the selected number will be displayed. All is default.

2. Sorted by PO No, Line No,

Release No. The last col-umn ("Stock Qty") refers to the stock quantity.


Note

Ⅲ. Transaction (Consignment stock)

supplierGrant to install certificates(e-Pro certificate management)

Check tempory ID/PW

Install Cerificates?

Register Supplier( MDM)

Input supplier informationAnd change ID/PW

Login as temporary ID/PW

e-Procurement

Inform ID/PW to supplier( Temporary)

Input supplier informationAnd change ID/PW

Reference) Grant Supplier as e-Procurement user

The buyer grants the right after inquiring the certificate installation status of the new sup-plier, and informs the temporary ID/password to the supplier in question.

The supplier logs in, using the temporary ID/password. Then, set the ID and password properly and install the certificate.

The supplier can change their ID only once.

1 (procurement) supplier user's manual pospia3.0 promotion process group r oh mingyu a joo...

Documents

installed certificate

initial screen slide

supplier logs

initial screen of steel

charge of supplier master

business screen

verisign login check

transaction slide