getservices purchasing units & materials training for suppliers request
DESCRIPTION
GEtServices Purchasing Units & Materials Training For Suppliers Request. Oracle. Oracle iProcurement. Oracle iProcurement. For Payment. Approval. Punch-Out. GEtServices. Create Request. Select Proposal. Create Order (Draft). Check Out Order for Approval. Approve Receipts. Active - PowerPoint PPT PresentationTRANSCRIPT
GEtServices Purchasing Units & MaterialsTraining For Suppliers Request
2 /GE /
October 25, 2004
Overall GEtServices Process
Select Proposal
Submit Proposal
Create Request
Accept Order (Draft)
Check Out Order for Approval
ApproveReceipts
Submit Receipts
Create Order (Draft)
ActiveOrder
Approval
AutoApprovedInvoices
Requester
Supplier
Punch-Out
Oracle iProcurement
For Payment
Oracle iProcurement
Oracle
GEtServices
3 /GE /
October 25, 2004
Table of Contents1. Create Proposal2. Review and Accept Draft Order3. Submit Receipts4. Audit Trail and Conferencing5. Add Supplier User (Admin Only)6. Modify Supplier User (Admin Only)7. Consolidate Email Notifications
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October 25, 2004
http://getservices.gesupplier.com
Login to GEtServices
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October 25, 2004
Create Proposal
Submit Receipt3
1
Supplier Units & Materials Tasks: Step 1
Submit Receipts for completed services
Review Draft Order, modify and return to GE or Accept
Specify Requirements/Project Information
Review & Accept Draft Order2
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October 25, 2004
What is a Request?A Request is a detailed explanation of the services to be provided. It is sent from the GE user to the supplier(s) to respond with a proposal.
Request Items Units & Materials
Items
Content SOW
File Attachments
QuestionsQuestion GroupsApply & Normalize WeightsRequire supplier response
DetailsRequest NameDescriptionStart and End DatesResponse DeadlineLocationFile Attachments
TeamAdd Members
General
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October 25, 2004
Create Proposal
Access “new Request” from Message Center or select
“Requests” from top menu and then ”Request Name”
to review all proposals before selecting one to create a draft order for.
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October 25, 2004
Create Proposal
Review items
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October 25, 2004
Proposal ItemsUnits & Materials
Items
Content SOW
File Attachments
QuestionsResponse to Questions
DetailsProposal SummarySupplier InformationFile Attachments
General
A proposal is a suppliers response to a request.
What is a Proposal?
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October 25, 2004
Create Proposal Click “Create
Proposal”
A user can forward or decline a request
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October 25, 2004
Create Proposal
Click ‘OK
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October 25, 2004
Submit Proposal
Click “Submit Proposal”
Review items and make
changes where necessary
before submitting to
proposal
Before submitting proposal a user can add an item by highlighting “Add Items” and then click “Add Units and
Materials”
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October 25, 2004
Proposal Submitted
Status update to “Submitted”
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October 25, 2004
Create Proposal
Submit Receipt3
1
Supplier Units & Materials Tasks: Step 2
Submit Receipts for completed services
Review Draft Order, modify and return to GE or Accept
Specify Requirements/Project Information
Review & Accept Draft Order2
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October 25, 2004
Accounting Details
Supplier InformationAccounting SummaryAccounting Items
Order Items
Units & Materials
Items
Content SOW
File Attachments
QuestionsQuestion Groups & Questions
DetailsOrder NameDescriptionStart and End DatesTotal AmountLocationSupplier
TeamMembers
General
An Order is the agreement with the supplier to provide the requested services.
What is an Order?
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October 25, 2004
Accept Draft Order Access “Submitted Draft
Order” from Message Center or select “Order” from top
menu and then ”Order Name”
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October 25, 2004
Accept Draft OrderClick “Accept Draft Order”
NOTE: Order can be
forwarded to a different
registered contact
Review items. If changes are
necessary, “Send to Buyer for Review” will
be the only option
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October 25, 2004
Accept Draft Order
Click “OK”
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October 25, 2004
Draft Order Accepted
Status updates to “Supplier
Accepted Draft”
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October 25, 2004
Create Proposal
Submit Receipt3
1
Supplier Units & Materials Tasks: Step 3
Submit Receipts for completed services
Review Draft Order, modify and return to GE or Accept
Specify Requirements/Project Information
Review & Accept Draft Order2
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October 25, 2004
Submit ReceiptsAccess “Active
Order” from Message Center or select
“Orders” from top menu and then “Order Name”
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October 25, 2004
Submit Receipts
Click “Receipts”
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October 25, 2004
Submit Receipts
Click “Enter
Receipts”
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October 25, 2004
Submit Receipts
Select the order line item that you wish to submit a receipt for
Click “Enter Receipt Details”
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October 25, 2004
Submit Receipts
Enter Required Information
Click “Save”
It is the supplier's responsibility to ensure that the appropriate detailed comments and necessary attachments (i.e. scanned documents, images, Word documents, etc.) are
provided to fully support the receipt being approved.If the documentation is not sufficient, the GE Approver will
decline the receipt.
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October 25, 2004
Submit Receipts
Review and click “Submit
for Approval”
Receipts will stay in “Draft”
status until submitted
for approval
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October 25, 2004
Receipts Submitted
Note: Receipt status updates
to “Pending Approval”
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October 25, 2004
Audit Trail View changes / actions performed on the order.
Conferencing Centralized messaging forum for team members and/or suppliers.
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October 25, 2004
Audit Trail
A user can click “Audit Trail” to see changes /
actions performed on the order
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October 25, 2004
Conferencing
A user can click “Conferencing” to
centralize a messaging forum
with team members and/or
suppliers for all to view
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October 25, 2004
Add Supplier User
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October 25, 2004
Add Supplier User
Access “User Management”’
from System Set Up
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October 25, 2004
Add Supplier UserClick “Create
Supplier User”
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October 25, 2004
Add Supplier User
Enter Required Information
Click “Save”
Note: Administrative Permission gives users
access to “User Management” and
“Candidate Management”
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October 25, 2004
Supplier User Added
Note: Locations assigned will
determine access to Requests and
Orders.
Click “Edit”
to modify
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October 25, 2004
Modify Supplier UserChange Primary Contact
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October 25, 2004
Modify Supplier User
Access “User Management”’
from System Set Up
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October 25, 2004
Modify Supplier User
Click “Employee
Name”
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October 25, 2004
Modify Supplier User
Click “Edit”
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October 25, 2004
Modify Supplier User
Click “Save”
Modify information as needed
Note: Administrative Permission gives
users access to “User Management” and
“Candidate Management”
Place a check in the “Primary Contact” box to make this user the
Primary Contact
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October 25, 2004
Consolidate Email Notifications
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October 25, 2004
Consolidate Email Notifications
Access “User Profile”’ from
System Set Up
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October 25, 2004
Consolidate Email Notifications
Click “Edit”
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October 25, 2004
Consolidate Email Notifications
Click “Consolidated
”
Enter Required Information\
Click “Save”
Email Notifications are only to be set to “ON” or “CONSOLIDATED”.
Do not select “OFF”.
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October 25, 2004
Consolidate Email Notifications
Information Updated