how to use ‘‘esourcing.axa.com/aribasourcing/config/resource/en/help/content/... · axa...

AXA eSourcing Supplier Guide AXA Procurement – February 2008

AXA eSOURCING SUPPLIER GUIDEHow to use ‘https://eSourcing.axa.com‘

- 2 - AXA Procurement – February 2008AXA eSourcing Supplier Guide

Summary

Part I: LOGGING IN TO AXA SOURCING WEBSITE

Part II: HOW TO PARTICIPATE IN AN RFX?

Part III: QUESTIONS AND ANSWERS (Q&A) BOARD

Part IV: CHECK OR MODIFY YOUR ANSWER

Part V: UPDATING YOUR SUPPLIER PROFILE

Part VI: TECHNICAL ISSUES RELATED TO THE AXA eSOURCING PLATFORM

Part VII: FREQUENTLY ASKED QUESTIONS

Part VIII: SUPPLIER PROFILE


Part I

LOGGING IN TO AXA SOURCING WEBSITE

1. Log- in

2. Password forgotten

3. Accepting Terms and Conditions

4. Completing your Supplier Profile

5. How to update your Supplier profile?


1. To access the AXA esourcing login page go to: http://esourcing.axa.com

2. Select your preferred language

3. Enter your username and password on the logging page

4. Click on Login

When AXA invite you to participate to an event you receive an email withthe URL of the AXA eSourcing Website, your username and Password

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Logging in to the AXA eSourcing website

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1. Click Forgot your Password?on the Login page. Your Username displays on the Forgotten Password -Username page. Change the default user name only if necessary.

Password Forgotten

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When logging in, if you enter your password incorrectly, the following message displays: ! Invalid login name or credential (such as password). To access your

account using the forgotten password information you previously entered:


2. Click OK to display your Forgotten Password Question on the Forgotten Password -Answer page.

Password Forgotten

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Note: If you have not previously entered forgotten password information in the preferences menu on the sourcing home, you cannot proceed. An alert message

directs you to contact the system administrator for assistance.


3. Enter your Forgotten Password Answer.

4. Click OK.

5. The Login page displays with the message: Your password was reset and emailed to the address listed on record for your account.

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Password Forgotten

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6. On the Login page, enter the temporary password included in the email message and click Login. Cf. Part 1.Log- in.

Note: If the password has a time limit, the expiration time is listed in the email message.

7. Enter the temporary password as your Old Password.

8. Enter your New Password and repeat it in the Verify Password field.

9. Click OK to save your password changes.

Password Forgotten

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Welcome page

Click on «Accept»


Completing your Supplier Profile

At your first connection you will need to complete your Supplier Profile

Fields indicated by (*) are compulsory

1. Please fill all information

2. Click on «OK»

The information given will be taken

into account during the evaluation


How to update your supplier profile

1. Click on «Preferences»

2. Select the folder «Personal Info»

3. Click on «Edit»

Make sure you keep the information on the Personal info tab up to date

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Part II

How to Participate in an RFX?1. How to enter your bid?

2. RFP information

3. Downloading AXA documents

4. Answering to the request for information

5. Answering to the price quotation

6. Checking your bid

7. Submitting your bid

8. Exiting confirmation


How to enter your Bid

1. The remaining time before the end of event the is indicated

2. Click on « Prepare bid »to view and upload information related to RFP : rules, planning, contacts, bidding documents, technical requirement, etc.

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RFP information

Click on RFX info allows you to:

1.Download the RFX documents

2. Complete answers to RFX info questions

3. Upload your bid documents:

word or excel format, etc.


Downloading AXA documents

Download RFX documents:

1. Click on the link

2. Save the file on your computer

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Answering to the request for information

1. Complete the required fields

2. Click on «Next» to place

your bid1

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Answering to the price quotation

To refresh Extended Price when you change your bid price, click on update total

1. Enter price value

2. To submit your bid, click on «next»

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Technical check of your bid

If there are any errors in your bid, they are listed in red at the top of the page

Click the link on the error message to go to the page where you can fix the error

The «Summary» page allows you to:

1. review the instructions

2. revise your bid before submission


Submitting your bid

WarningWarning : Saving a bid does not submit the bid- Only answers «submitted» are validated- You are allowed to modify your bid until a certain remaining time limit

1. Click first on «Save»

2. Then submit your bid by clicking «Submit»

3. After you submit your bid, click on « Exit »

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Exiting Confirmation

1. Click on «Save»

The system will always ask for a confirmation of your exit

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Part III

QUESTIONS AND ANSWERS (Q&A) BOARD

1. Access to the Q&A Board

2. How to submit a Question

3. How you receive answers for your questions?


Access to the Q&A Board

1. Click on «Q&A Board»

Q&A Board enables you to ask questions and get answers from AXA


How to submit a Question

1. Click on «Ask question»1


How to submit a Question

1. Write the question on

the edit box

2. Then click on «OK»2

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AXA is notified when a question is submitted.

AXA can choose to answer a question privately or to post the question and its answer on the board to all bidders


Part IV

CHECK OR MODIFY YOUR ANSWER

1. Checking your bids

2. Selecting a bid

3. Reviewing your bid details

4. Modifying a submitted offer


Checking your bids

1. Click on «My Bids»1


Selecting a bid

1. Click on the bid ID number to see the detailsof the bid

The bids tab lists all the bids you have submitted

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Reviewing your bid details

1. You can review your price quotation

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Modifying a submitted offer

1. You are allowed to modify your bid until a certain remaining time limit 1


Part V

UPDATING YOUR SUPPLIER PROFILE


Updating Your Profile

1. Click on «Preferences»

2. Click on «Personal Info»

3. Modify your supplier profile

At the next connection, you will be able to modify your supplier profile from:

Sourcing – List of events

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Updating Your Profile

1. Complete the Supplier Profile

2. Then, click on “ok”


Part VI

Technical issues related to the AXA eSourcing platform


Access to Help

1. Click on the «Help» buttonfor further information in AXA eSourcing platform

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Part VII

Frequently Asked Questions


Login Problems

A2: Contact Ariba helpdesk to get a new username & password and fill out the page with personal info first in order to access the event

Q2: How can I access the event if I have lost/ forgotten my username & password?

A1: For your first connection you need to:

1. log on using the username & password you received by email

2. accept the terms & condition of the Bidder Agreement

3. complete the "personal information form". After this, you have access to the event

Q1: How can I access the RFX event I am invited to?


Event View

Q7: How do I print my response?

Q6: How can I have an overview of the answers I have entered?

Q5: Can I print the information entered, without submitting it?

Q4: Where can I see the bids from other suppliers?

Q3: I would like to print the RFX Info screen, is this possible?

A7: Click on My bid on ID number and then on the Icon X (Excel) to export to excel

A6: You can open the RFX in excel and save this file or print it out

A5: You can click on prepare response, save the information you already entered and click on the import function to have it in an excel format which you can print

A4: For an RFP - you only see your information (no market info is given)

A3: Yes, you have the ability to open the RFX in excel - this way all the information is exported into an excel file and can be printed out easily


Bid Entry

A12: You did not click "save" before logging out

Q12: I answered a question, but after logging-in again, the answer has disappeared?

Q11: How can I get confirmation that my bid has been submitted?

Q10: I cannot submit an offer, What can I do?

Q9: Can I enter my bid, online or via excel, can I use both?

Q8: How can I access the personal information page I filled out at my first connection?

A11: To check your bid, click on "My bid" tab, then click on the bid ID to view your bid details

A10: On RFX Info - Mandatory questions have to be answered - you need to complete this questions before submitting your offer

A9: The best is to use one of the 2 ways; otherwise you should start by entering online, then export your latest version to excel and continue on that and then upload the completed file (or the other way around)

A8: You can access Personal Info via the tab Preferences


Bid Entry

A15: Click the submit button at the Summary page

Q15: How can I submit my offer?

A14: Extended price is unit price multiplied by quantity

Q14: What is meant with extended price on the summary page?

A13: Enter the unit price and the check box will check automatically

Q13: Do I need to tick the box and then enter my unit price?

Excel Problems

A17: When the event language is French, you need to use comma's instead of points

Q17: I could not import my excel file?

A16: If the question requires the uploading of a document, this you can not do this via excel, this you need to do online

Q16: How can I import answers via excel without receiving error messages on a question?


Q&A Board

Q&A BoardQ&A Board

A19: Post question in Q&A Board to inform your AXA buyer who will respond to this

Q19: I could not answer to a particular question because the correct answer to select is not available?

A18: Use the Q&A to post your questions to AXA, which will be answered online by AXA

Q18: How can I contact AXA regarding a question on the content of the project

Revise Bid A20: After submitting your bid, it is checked and you are notified if any errors need to be corrected. You can then, revise your bid by clicking Revise Bid.

Q20:What do I do if I made a mistake?


Part IX

AXA Supplier Profile


Supplier Profile


End Slide

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