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Created on 27/7/2017, 18:45:00 PM

iSupplier Portal

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Instructor Manual iSupplier Portal

Table of Contents

iSupplier Portal Use and Registration-PiS1 ....................................................................... 5

Registration-PiS1.1 ........................................................................................................................ 5

Home Page-PiS1.2 ......................................................................................................................... 7

Viewing Order Information-PiS2........................................................................................ 9

Viewing Purchase Orders-PiS2.1 ................................................................................................. 9

Responding to Purchase Order Acknowledgements- PiS2.2 ................................................... 20

Submitting Change Requests-PiS2.3 ......................................................................................... 25

Canceling Orders or Shipments-PiS2.4 ..................................................................................... 31

Viewing Shipping Information-PiS3 ................................................................................. 39

Viewing Overdue Receipts-PiS3.1.............................................................................................. 39

Viewing Delivery Schedules-PiS3.2............................................................................................ 43

Viewing and Exporting Advanced Shipping Notifications-PiS3.3 .......................................... 47

ExportPlus-PiS3.4 ....................................................................................................................... 50

Submitting Advance Shipping Notices-PiS3.5 .......................................................................... 53

ManualASN-PiS3.6 ..................................................................................................................... 56

Submitting Advance Shipping Notices -ASN+PiS3.7 ............................................................... 61

Printing ASN –PiS3.8 .................................................................................................................. 74

Cancellation of ASN (Shipment) PiS3.9 .................................................................................... 77

Viewing Invoice and Payment Information-PiS4 ............................................................ 81

Viewing Invoice Information-PiS4.1.......................................................................................... 82

Viewing Payment Information-PiS4.2 ....................................................................................... 88

Viewing Payment Information - Payment Advice (ERS) Pis4.3 ............................................. 93


iSupplier Portal Oracle "iSupplier Portal Full Access" is a collaborative application that enables Ingersoll Rand (IR) and

its suppliers to communicate with each other. It enables suppliers to have real-time access to information

and respond to IR with order acknowledgments, change requests, and shipment notices.

It also allows IR to view orders, shipments, receipts, invoices, and payment information across all

suppliers and all Ingersoll Rand business units that are using Oracle R12.

Ingersoll Rand intends for Suppliers to use Oracle "iSupplier Portal Full Access" for these functions:

• Submit order acknowledgments

• Submit change requests on purchasing documents

• Submit advance shipment and/or billing notices • View and print purchasing documents: Blanket Purchase Agreements, Contract Purchase

Agreements, Blanket Releases and Standard Purchase Orders

• View status of receipts, invoices and payments

Ingersoll Rand will register and provide training to the supplier for using the Portal. There are three

portals available and each will have a separate training document. An Ingersoll Rand representative will

tell you the access that you will use when doing business with us.

• iSupplier Portal Full Access is used for viewing and responding to transactional documents

• Sourcing Supplier used to participate in an Ingersoll Rand sponsored Request for Quote

event

• Supply Chain Collaboration Planner used for CVMI - Consigned and Vendor Managed

Inventory and Forecast

Upon completion of this module, you will be able to:

• Access the Portal

• Navigate and search

• View and manage order information

• View and manage shipping information • Submit and view invoice and payment information

System Requirements:

• PC with internet connection with minimum speed of 256 KBPS (high-speed or broadband

preferred)

• Internet Explorer version 5.5 or higher

• Web-proxy/firewall needs to be open to allow access to Port 8000


iSupplier Portal Use and Registration-PiS1 Ingersoll Rand will register and provide training to the supplier for using the Portal. There are three

portals available and each will have a separate training document. An Ingersoll Rand representative will

tell you the access that you will use when doing business with us.

• iSupplier Portal Full Access used for viewing and responding to transactional documents

• Sourcing Supplier used to participate in an Ingersoll Rand sponsored Request for Quote

event

• Supply Chain Collaboration Planner used for CVMI - Consigned and Vendor Managed

Inventory and Forecast

This section will cover the following topics:

• URL weblink to Ingersoll Rand's Supplier Portal and login information will be sent to

supplier in Email

• Logging on and setting up supplier password

Registration-PiS1.1

iSupplier Registration

Supplier users will receive a registration email that provides the link (log on) to the portal and the *User

Name and *Password.


Using the User Name and Password you received from an email notification, login.

The system will immediately ask you to change your password.

Once you have signed into the portal, there will be different responsibilities on the home page. You will

choose the responsibility based on what information you want to view.

Below is a description of the possible responsibilities that will be assigned to your username.

iSupplier Portal Full Access – Use this responsibility to see all purchase order information (current and

history); view Delivery Schedules, Overdue Receipts, and enter ASNs; View Receipts, Returns, View

Invoices, and Payments.

Sourcing Supplier - Use this menu if you have been invited to submit a request for quote. Please see this

training for details.


Click on the "iSupplier Portal Full Access" menu link.

Home Page-PiS1.2

iSupplier Portal Home Page


Home Page Tabs (1)

You can use the tabs on the home page to quickly access related task areas. For example, by clicking on the

Tab "Orders" it will open the purchase order

Quick Search (2)

The Quick Search feature is available to you from the Home page. Using Quick Search, you can look for

*Purchase orders *Shipments *Invoices

*Payments - by selecting the type from pull down menu and entering the document number and clicking go.

Notifications (3)

Notifications are messages waiting for your review. Some notifications are view-only, while other

notifications require action. To view your notifications, click the "Full List" button to open the Notification

Details page. This page provides complete notification details, as well as the appropriate action button.

Orders at a Glance (4)

This section displays the five most recent purchase orders. Click the "Full List" button to view the purchase

order details page.

Shipments at a Glance (5)

This section displays recent shipments. Click a shipment number to view a list of your recent shipments.

To view a complete list of your Shipments, click the "Full List" button.

Quick Links (6)

This section is displayed on the right and provides a high-level diagram of the procure-to-pay flow through

the Oracle iSupplier Portal application. Click any link to go directly to the corresponding page.

Hyperlinks ( )

You may click on any blue underlined number or word hyperlink to access detailed information about that

transaction.


Viewing Order Information-PiS2 Order Information includes content about viewing purchase orders, and submitting change requests.

Upon completion of this lesson, you will be able to:

• View purchase orders.

• Submit change requests.

• Cancel orders or shipments.

• Manage deliveries

Viewing Purchase Orders-PiS2.1

When IR enters a purchase order in Oracle Purchasing, the purchase order details are available to you in the

Oracle iSupplier Portal.

You can view details of a purchase order such as terms and conditions, lines, shipments, and attachments

from the Purchase Order Details page.

Procedure

Suppliers can see all purchasing documents sent from any Ingersoll Rand site using Oracle R12.

In this topic you will learn how to view a purchase order.


Step Action

1. Begin by navigating to the Search page for querying a purchase

order.

Click the iSupplier Portal Full Access link.


Step Action

2. Click in the PO Number field.

3. Note that Ingersoll Rand also uses Blanket Releases that will

have a number in this format 30000021-68.

Enter the desired information into the PO Number field.

4. Click the Go button.

5. Click the PO Number link.

6. The Purchase Orders page shows you detailed information

about the purchase order, including both header and line

information. The Order Information section

shows general information, terms and conditions, ship-to (for

non-complex work purchase orders), work location (for complex-

work purchase orders) and bill-to information.


Step Action

7. In Summary, you can view the total amount of the purchase order, amount for the items

of the purchase order that have been received, amount for the items on the purchase order

that have been

Invoiced and status of the invoices against the PO.

8. Click the Select to Show Information link.

9. Click the vertical scrollbar.

10. By selecting options from the Actions menu, you can request changes or cancel the PO,

view the change history for a PO, view work orders, print a PO, view current receipts,

invoices, payment status, and shipment status.

11. Click the Actions list.

12. Click the View PDF list item.



Step Action

14. The Purchase Order document will get saved.

Click the Close button.


Step Action


16. Click the View Receipts list item.



Step Action

18. Click the Receipt link.

Step Action

19. Click the View Order Details link.


Step Action


21. Click the View Invoices list item.



Step Action

23. Click in the Invoice field.


Step Action

24. Click the View Order Details link.

Step Action

25. Click the Export button.


Step Action

26. The Purchase Order document will get saved.


27. This topic demonstrated how to view a purchase order.

End of Procedure.


Responding to Purchase Order Acknowledgements- PiS2.2

Acknowledging Purchase Orders

From the Orders tab, you may acknowledge a purchase order. PO acknowledgement functionality will

be used for Blanket Purchase Agreements (BPA), BPA-Releases, and Standard Purchase Orders in

iSupplier portal.

You acknowledge purchase orders to communicate to IR that you have received, reviewed the details of,

and accepted or rejected a purchase order. You can also communicate changes to the purchase order

during acknowledgment. You can either acknowledge the order online, or accept or reject the order

using the notification. The notification does not allow shipment level acknowledgment, which must be

entered online.

When you respond, the purchase order is automatically updated, and a notice is sent to the buyer and

stored in the document history.

Below is an example of the notification that will be sent to your email address and will be available in

the notification page of the iSupplier Portal.

Procedure

In this topic you will learn how to acknowledge the Purchase Order in the Portal.


Step Action

1. Click the Orders link.

2. The system makes a note in the "Status" column that orders need

to be acknowledged.

Select the Purchase Order document by clicking the radio button.

Click the option.


3. If you need to acknowledge several Purchasing Documents use

the Multiple PO Change button at the bottom right.

For this example, just one document is selected.

Click the Acknowledge button.


Step Action

4. Click the scrollbar.

5. By clicking the "Show" link or the "Show All" link you can

see the line and shipment level information.

Click the Show link.


7. By clicking the "Accept Entire Order" button you are

accepting the document as is. If you need to make any

changes you can return to the "Order" tab and select

"Change Order".

Click the Accept Entire Order button.

8. Click in the Note to Buyer field.

9. Enter the desired information into the Note to Buyer field.

Enter "Accepted. Thanks".

10. Click the Submit button.


11. The page will display confirmation that the acknowledgement

was successful.

Click the Orders link.


12. Notice that the status of the Purchase Order is now

"Accepted". The buyer will receive an email stating the

purchase order has been accepted.

This topic demonstrated how to acknowledge the Purchase

Order in the Portal.

End of Procedure.

Submitting Change Requests-PiS2.3 The Oracle iSupplier Portal enables you to request changes to purchase orders when modifications are

needed to fulfill an order. You can make changes during and after acknowledgment. You can change a

single purchase order, or (depending on the change you need to make) you can update multiple change

orders at the same time.

Procedure

In this topic you will learn how to submit a change request.

Step Action

1. Begin by navigating to the Portal Home page. Click the

iSupplier Portal Full Access link.

2. The Supplier Collaboration Home page enables you to search,

view, and edit purchase orders.


Step Action


4. Enter the desired information into the PO Number field.


6. The Purchase Orders page enables you to select, view, and

modify a purchase order.

7. Click the PO Number link.

8. The Standard Purchase Order page enables you to view details

of your purchase order and request changes if required.



10. Click the Request Changes list item.



Step Action

15. Click the Select to show information link.

16. Click in the Promise Date field.

17. Click the Promise Date link.

12. Click in the Supplier Order Number field.

13. Enter the desired information into the Supplier Order Number

field.



Step Action

18. Click the 25-JAN-2017 button.


Step Action

19. Click in the Reason field.

20. Enter the desired information into the Reason field.

21. Click the Action list.

22. Click the Change list item.


24. Click the Submit button. Status of the PO will change it to

“Supplier Change pending”.

25. This topic demonstrated how to submit a change request.

End of Procedure.


Canceling Orders or Shipments-PiS2.4

You can submit cancellation requests for an entire order or a particular shipment using the Request

Cancellation page. You can also submit changes and cancellations at the same time.

Procedures

In this topic you will learn how to cancel a purchase order or shipment.

Step Action

1. Begin by navigating to the Purchase Orders page. Click the

iSupplier Portal Full Access link.


Step Action

2. Click the Orders tab.

3. The Purchase Orders page displays all the purchase orders for your organization.

4. Click the select option.


Step Action

5. Click the Request Cancellation button.

6. The Request Cancellation page lets you submit cancellation

requests for an entire order or a particular shipment.

First, we will cancel an entire order.


8. Click the Select to show information link.



Step Action

10. Using the Cancel Entire Order button will cancel all shipments

against that order.

Click the Cancel Entire Order button.

11. Click in the Reason for Cancellation field.


Status of the Order would be “Supplier Cancellation Pending”

Step Action

12. Enter the desired information into the Reason for Cancellation

field.



Step Action

14. Now we will cancel a particular shipment. Click the Home tab.


16. Enter the desired information into the PO Number field.



19. Select the Request Cancellation list item.



22. Click the Select to show information button.



Step Action

24. Click the horizontal scrollbar.

25. Click in the Reason field.

26. Enter the Reason for cancelling the Order in the Reason field.

27. Click the Action list.

28. Click the Cancel list item.


Status of the PO will change it to “Supplier Change Pending”

29. This will only cancel the shipment line. Click the Submit button.

30. This topic demonstrated how to cancel a purchase order or

shipment.

End of Procedure.


Viewing Shipping Information-PiS3 Shipping Information includes information on viewing overdue receipts, delivery schedules, and advanced

shipping notifications.


• View overdue receipts.

• View delivery schedules.

• View and export advance shipping notifications (ASN's).

• Export+ on iSupplier Portal • Submitting ASN's

• Manually Submitting ASN's

Viewing Overdue Receipts-PiS3.1

The Overdue Receipts results page enables you to view the details of past due purchase order shipments.

Procedure

In this topic you will learn how to view overdue receipts.

Step Action

1. Begin by navigating to the Orders page. Click the iSupplier

Portal Full Access


2. Shipping information details all of your shipping transactions on

the Oracle iSupplier Portal. You can create or cancel shipment

notices as well as view overdue shipment receipts.

Click the Shipments tab.

Step Action

3. Click the Overdue Receipts link.

4. The Overdue Receipts page enables you to view the details of

past due purchase order shipments.

5. Click in the Organization field.

6. Enter the desired information into the Organization field.


8. Click the Export button, to fetch the data in the excel format.


Step Action

9.

You can also choose to print the results. Click the Close button.

10. This topic demonstrated how to view overdue receipts.

End of Procedure.


Viewing Delivery Schedules-PiS3.2

You can use the Delivery Schedules results page to quickly determine deliveries that need to be scheduled

and deliveries that are past due.

Procedure

In this topic you will learn how to view delivery schedules.

Step Action

1. Begin by navigating to the Orders page. Click the iSupplier

Portal Full Access


Step Action

2. Oracle iSupplier Portal Shipments tab enables you to view

your existing shipments. Using your shipments, you can create or

cancel advance shipment notices. The system enables you to view

shipment information such as delivery schedules.

Click the Shipments tab.

3. The Delivery Schedules page displays deliveries that need to be

scheduled and deliveries that are past due.

4. Click in the Organization field.

5. Enter the desired information into the Organization field.



Step Action


Step Action

8. The Delivery Schedules will get saved.



Step Action

9. Click the Shipments: Delivery Schedules link.

10. This topic demonstrated how to view delivery schedules.

End of Procedure.


Viewing and Exporting Advanced Shipping Notifications-PiS3.3

You can use Advance Shipment Notice (ASN) to alert IR for upcoming shipment deliveries.

To create an ASN select the purchase order shipments being shipped and provide the appropriate shipment

details.

Procedure

In this topic you will learn how to view and export advance shipping notifications using the View

Advance Shipment Notices page.

Step Action

1. Click the iSupplier Portal Internal View link.

2. Navigate to Shipment Notices Tab in Shipments


Step Action

3. Click the View / Cancel Advance Shipment and Billing

Notices link.

4. In the View Advance Shipment Notices page, you can search

for details on advance shipment notices using the following

search criteria:

Shipment Number

Supplier Supplier Site

You must enter a minimum search criterion to display search

results. Minimum search criteria for shipment notices include

shipment number or supplier.

You can view details of shipment notices in the search results

list.

To export data regarding shipment notices, click on the Export

button.

5.

Select the Shipment Number to be viewed.

6. To export data regarding shipment notices, click the Export

button.



Step Action

8. This topic demonstrated how to view and export advance

shipping notifications using the View Advance Shipment Notices

page.

End of Procedure.


ExportPlus-PiS3.4

Export+ provides more delivery information and the information is exported to a Microsoft Excel sheet.

Procedure

In this topic you will learn how to use Export+ to export delivery information.

Step Action

1. Navigate to Shipment Tab, Click the Delivery Schedules link.


Step Action

2. Provide the Search criteria and Click the Go button.

Step Action

3. In this page we have two buttons, Export and Export+

4. Export button is provided by Oracle to export the result is excel sheet for

the values which is shown in the above form.

5. Click on Export button, it will ask you to save the file, save the file and

see the output.

6. Now Click on Export+ button, it will also ask you to save the file this is

used to provide extra information to the shipment which supplier needs to

ship.


7. Below are the columns of Export+ sheet and there meaning:

Column A shows any ASN number that has shipped but has NOT yet been

received

Column B shows the date of the above shipment

Column S shows the amount shipped on the above shipment

Columns D, F, G, H, I and Q show the PO details (Number, Release, Line,

Shipment, Unit of Measure and Quantity)

Column K shows the Kanban Location (where applicable) from where the

Items were called off from – and to where they need to be located upon

receipt in Galway

Column N shows the Need By Date (the due date)

Column Q shows the Quantity

Column R shows the Quantity already keyed as a Receipt

Column S shows the amount shipped – but NOT keyed as a Receipt

against an ASN (Column A)

Column T shows the PO is to be delivered to.

8. Output of Export + spreadsheet looks like below screen shot.

Step Action

9. The Excel sheet containing the delivery schedule details will get downloaded.

10. This topic demonstrated how to use Export+ to export delivery

information.

End of Procedure.


Submitting Advance Shipping Notices-PiS3.5

Using Advance Shipment Notices:

When you enter an Advance Shipment Notice (ASN), you alert the buying company of upcoming

shipment deliveries. To create an ASN, select the purchase order shipments being shipped and provide

the appropriate shipment details.

If you have a large volume of ASNs, you may create a spreadsheet containing shipment details and

upload it into your buying company's system. Using the spreadsheet template in the iSupplier Portal, you

can create shipment notices offline, and then upload the file.


Procedure

In this topic you will learn how to submit an ASN.

Step Action

1. From iSupplier Portal homepage

Click the Shipments link.

2. Click the Shipment Notices link.


Step Action

3. From the Shipment Notices page you can:

Create a Shipment Notice

Create a Shipment and Billing Notice

Upload an ASN or ASBN

View or Cancel ASBN notices

Click the Create Advance Shipment Notices link.

4. Select the Shipment to add to the notice; you may add

more than one order to the notice by selecting additional lines.

Click the 30000226 option.

5. Click the Add to Shipment Notice button.

6. All fields with asterisk in the front of the field name denotes a

required field. After you enter the Packing Slip number, you may

indicate the quantity you are shipping. The full amount appears

the "Quantity Shipped" field, but you can alternate to match your

actual shipment.

Enter the desired information into the Qty Shipped field.

7. The Header information for the ASN is required. Click the

Shipment Header menu bar.

8. Again, you must enter all fields that have an asterisk. Add any

another fields that will help document this shipment.

Enter the desired information into the Expected Receipt Date

field.

9. Enter the desired information into the Packing Slip field.




Step Action

12. Your shipping notice is visible to the buyer and planner and helps

them to know when to expect the shipment.

This topic demonstrated how to submit an ASN.

End of Procedure.

ManualASN-PiS3.6

Within iSupplier portal you can manually create ASN's when needed.

Procedure

In this topic you will learn how to manually create an ASN.

Step Action

1. Click the Advance Shipment Notices link.

2. Click the Create Advance Shipment Notices link.

3. Click the Shipment Number option.


Step Action

8. Click the Shipment Header link.

9. Enter all the Mandatory Fields required which are marked as *

and click the ‘Submit’ Button located at the top right corner.

10. Click in the Shipment Number field.

11. Enter the desired information into the Shipment Number field.

Step Action

4. Click the Add to Shipment Notice button.

5. Click in the Packing Slip field.


7. Click the Default to All Lines button.


Step Action

12. Click the Expected Receipt Date button.

Step Action

13. Click the Expected Date link.


Step Action

14. Click the Shipment Date button.

Step Action




Step Action

17. The ASN gets submitted.

18. This topic has demonstrated how to manually create an ASN.

End of Procedure.


Submitting Advance Shipping Notices -ASN+ Pis3.7

When you enter an Advance Shipment Notice (ASN), you alert the buying company of upcoming

shipment deliveries. To create an ASN, select the purchase order shipments being shipped and provide the

appropriate shipment details.

If you have a large volume of ASNs, you may create a spreadsheet containing shipment details and upload

it into your buying company's system. Using the spreadsheet template in the iSupplier Portal, you can

create shipment notices offline, and then upload the file.

Procedure

In this topic you will learn how to submit an ASN using ASN+ Customization

Step Action

1. Begin by navigating to the Search page for Creating an ASN.

Click the iSupplier Portal Full Access link.

2 Click the Shipments Link



Step Action

4. Navigate to Create ASN window.

5. Click on ASN+ button.


Step Action

6. An email will be sent to you on your registered email address,

with an attached text file.

Step Action

7. Download the ASN Extract file from the email to your

local machine and save it in a folder.

Note: The file name ends with the Request ID.


Step Action

8. Open the file in notepad and copy the "Shipment

Date". Store the Shipment date into an additional Notepad

for future use.

Note: Make sure you do not copy any spaces in the date

field.

9. Open an additional Notepad and paste the shipment date for

future use.


Step Action

10. Open a new Excel sheet and try to open the text file which

you have just downloaded.

11. Click on File-> Open -> Browse.

Locate the directory where the file has been saved.


Step Action

12. Click next

13. Click next

14. Click the Finish button


Step Action

15. The saved excel file will look like as shown below:


16. This File will comprise of two sections:

• Header

• Line

At the header level, below columns are Mandatory:

• Shipment Number

• Shipment Date

• Expected Receipt Date

At line level below columns are Mandatory:

• Organization

• PO Number

• Revision Number

• Line Number

• PO Shipment Number

• Quantity

• UOM

Note: Shipment date has to be prior to the time of

entry of the ASN, for instance you should not create

an ASN for something that is about to be shipped

(rather something which has already been shipped).

The expected receipt date is the date by which you

are sure the material will reach IR.


Step Action

17. Perform a data filter at the Line Section level.

Click the Filter button in DATA menu.

Note: The Comment field contains the ship to

location. Make sure you are selecting all records for the

same location. Keep all the records required to be shipped

and delete the rest of the records.

18. Fill the details in this file and save it in text format

Naming convention of AP invoice is:

ERS-PACKAGING SLIP NUMBER AT THE

HEADER-Random number

Note: To verify an item, the "Bill of Lading" field contains

the Item Number.

All Item numbers have a (‘) prefix. 19. Click on the Save button


Step Action

20. Reopen the file in Notepad.

Note: At this stage you will see that the Shipment date

format has changed to the format 1/12/2017 5:01. It must

be in the format

DD- MON-RRRR HH:MM:SS.

21. Replace the shipment date with the date you saved earlier in

the process.

Copy the date from the previous new notepad where you

had earlier stored the shipment date and paste it on ASN

file. Also, key in the "Expected Receipt Date" in the format

DD-MON_RRRR HH:MM:SS All Item numbers have a (‘) prefix.

22. Click the file menu to save the file and save this file.


Step Action

23. Fill the details in this file and save it in text format

24. Navigate to Upload Advance Shipment and Billing Notices in shipment notices tab.

25. Browse and locate the file on your system, saved in .txt format

26. An acceptance message will be displayed on the screen once the upload is successful


Step Action

27. Navigate to View/Cancel ASN

28. ASN Number “ASN-0393” has been created and can be

viewed in the Receipt window from Purchasing

Responsibility.

29. The ASN will get created.


30. This topic demonstrated how to view a purchase order.

End of Procedure.


Printing ASN –Pis3.8

In this topic you will learn how to print an ASN.

Step Action

1. Begin by navigating to the Search page for querying a purchase

order.

Click the iSupplier Portal Full Access

2. Go to Shipments notices in shipment tab and select View/Cancel

Advanced Shipment Notice.


Step Action

3. Click on XX ASN Report button.

4. Click Refresh until button populates in Output Field

Step Action

5. Click the Output Button


6. Print and attach ASN to shipment


Cancellation of ASN (Shipment) PiS3.9

An Advance Shipment Notice (ASN) is created by a supplier to let IR know that a shipment

is coming. The ASN contains details including shipment date, time, and identification

number; packing slip data; freight information; item detail including cumulative received

quantities; purchase order number; and returnable container information.

There can be a situation that, you have submitted the ASN but supplier is not able to deliver the goods, in that

case supplier can cancel the ASN(Shipment). When you cancel an ASN, the system sends a notification to

the buyer. You can always reenter an ASN for the same award shipments later.

Procedure

Below are the steps to cancel the ASN

Step Action

1. From iSupplier Portal homepage Click the Shipments

link.


3. From here click on the link “ View / Cancel Advance

Shipment and Billing Notices “


Step Action

4. In the above page, click on Advance Search button and query the Shipment Number which needs to be cancelled.

5. When you click on Advance Search option, various options are available to find the desired Shipment Number.


6. Once queried the Shipment Number, select the ASN with the Radio Button and click on “Cancel Shipment Notice” Button.

7. Once you cancel the ASN, confirmation message will come up.

8. Status of the Shipment will change to “Cancelled”


Important points Regarding the Cancellation of ASN are:

� Canceling a shipment notice cannot be undone.

� An ASN cannot be canceled if any of the lines have been received by the buying company

9. This topic demonstrated how to Cancel the Shipment.

End of Procedure


Viewing Invoice and Payment Information-PiS4

The View Invoices page enables you to search for and view details of an invoice you have submitted. You

can search using any or all of the search criteria on the page, such as:

• Invoice Number

• Invoice date

• Due date

• Payment status

Invoice Amount Payment inquiry enables you to view the history of all the payments to your invoices

completed by IR. You can use the View Payments page to search using various search criteria, including

the following:

• Payment number

• Invoice number

• Payment date • Purchase order number


• Search for and view invoice details. • View payment history on your invoices.


Viewing Invoice Information-PiS4.1

The View Invoices page enables you to search for and view details of an invoice you have submitted. You

can search using any or all of the search criteria on the page, such as:

• Invoice Number

• Invoice date

• Due date

• Payment status • Invoice Amount

Procedure

In this topic you will learn how to view invoice information.

Step Action

1. Begin by navigating to View Invoices page.

Click the iSupplier Portal Full Access link


Step Action

2. Click the Finance tab.

3. Click the View Invoices link.

4. Use the View Invoices page to search for invoices that you have

submitted.

5. Click in the Invoice Number field and enter the Invoice num.



7. Click the Invoice Number link.

8. Use the View Invoices page to view any associated purchase

order(s), payments, scheduled payments, or Hold Reasons by

clicking their links.

9. Important column in this screen and there meaning:

Status: If its approved, means ready for payment. If not

some issues in the Invoices.

Payment Status: This will show whether payment has been

made to that invoice or not.

On Hold: If any value is populated in this column, this will

show why the invoices is not in approved status and

Supplier needs to contact the Buyer.

Due Date: This will show when the payment will be made

of this invoices based upon the payment term. Please note

actual payment will be based on Ingersoll Rand's payment

schedule


Step Action

10. To view invoice line information, click the Invoice Lines tab.

You can also view any scheduled payments and any hold

information.

Click the Scheduled Payments tab.

Step Action

11. Click the Hold Reasons tab.


Step Action

12. Use the Export button to export the invoice information in .tsv

format.

Click the Export button.

13. The Document will get saved.

Click the Close button

Step Action

14. This topic demonstrated how to view invoice information.

End of Procedure.


Viewing Payment Information-PiS4.2

Payment inquiry enables you to view the history of all the payments to your invoices completed by IR. You

can use the View Payments page to search using various search criteria, including:

• Payment number

• Invoice number

• Payment date

• Purchase order number

Procedure

In this topic you will learn how to view payment information.

Step Action

2. Click the Finance tab.

Step Action

1. Begin by navigating to View Payments page.



3. Click the View Payments link.

4. Use the View Payments page to search and view the payment

lists.

5. Click in the Invoice Number field.

6. Enter the desired information into the Invoice Number field.




Step Action

9. The Document will get saved.


10. You can also view any associated purchase order(s), or invoices

by clicking their links.

Click the Return to Finance: View payments.

11. In this screen if Supplier click in the payment number, this

will provide the details of payment.

Steps Action

12. If clicked on Invoice link, that will give the details of Invoice. Check the below screen shot.


Steps Action

13. In the above screen, if a person clicks on Receipt number,

that will navigate to screen to Receipt window, which will

show the receiving transaction of that PO.

Step Action

14. This topic demonstrated how to view a Payment Information.

End of Procedure.


Viewing Payment Information - Payment Advice (ERS) Pis4.3

Suppliers who have a pay on use (consignment) or pay on receipt (ERS) agreement with Ingersoll Rand

will be able to access their payment advice reports on the iSupplier portal. This agreement is set at the

individual site level, therefore a single supplier could have regular pay on invoice sites as well as one of

the two previously mentioned sites. Reports for the pay on invoice sites will not populate a result.

Procedure

In this topic you will learn how to view payment advice report.

Step Action

1. Begin by navigating to View Payments page.


2. Navigate to view payments tab in Finance tab. After filling the

details, click on GO button


Step Action

4. Click on the Payment Advice.

5. Click on the refresh button till the phase becomes completed. The phase will

start out as Running with the output section as blank. Periodically click the

refresh button. As a note, depending on the amount of activity in the system,

the report may take over a minute to populate

6. Once the report is completed, the phase attribute will update to

Complete and an icon will be populated

in the Output filed. Click the icon to open the report in excel.

7. Save the file, this file will list down all the payment and Invoice details.

Step Action

3. Once supplier queried the payment in the View Payment

tab, below screen will appear


Step Action

8. System will populate output only for Pay in Receipt sites that are set up with correct remittance attributes at the supplier site level.

9 This topic demonstrated how to view a Payment Advice Report. End of Procedure.