supply chain erp: vendor training change is coming …. change is here!!!!!!!!!!
TRANSCRIPT
Supply Chain ERP: Vendor Training
Change is coming ….
Change is Here!!!!!!!!!!
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Welcome to Class!
Introductions
Ground Rules
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Ground Rules
Important Ground Rules• Sign the attendance sheet• Fire Drills• Feel free to ask questions• Turn off your cell phones• No email or Internet usage during class except at breaks• Have a good time!
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Agenda Responding to Sourcing Events and Request for Quotes Purchase Order Details and Acknowledgements Services Procurement On Time Performance Pagelet Expediting Creating Invoices Online Invoice Payments and Outstanding Balances Submitting Documents Online Self Service Account Management Creating Internal Users Questions??
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Gateway: The “WINDOW” to Transocean
Gateway provides comprehensive account management• Allows full view and action of transactional activities• Provides documents in electronic formats (XML, Excel) for ease of
management• Notification of scheduled maintenance
Gateway Supplier Pagelets• Retrieval of PO’s and RFQ’s with the ability to review and manage items• Management of PO Acknowledgements • Real-Time performance visibility at the touch of a button• Invoice status and payment history
Gateway Functionality• Self-service expediting and updates of delivery information• eSettlement, online invoice creation• Electronic upload of supporting PO and invoice documents
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Responding to Sourcing Events and Request for Quotes
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Responding to Sourcing Events and Request for Quotes
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Event Questions
There will be Event
questions that will require a
response. Attachments
and comments can also be added from this page.
There will be Event
questions that will require a
response. Attachments
and comments can also be added from this page.
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FSCM Bid Response
There are multiple places where you can
enter a bid price
There are multiple places where you can
enter a bid price
Substitutes are only allowed if the option is
Yes
Substitutes are only allowed if the option is
Yes
Lead Time must be provided in days
Lead Time must be provided in days
Mfg and Part number information
Mfg and Part number information
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XML Bid Response
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XML Line Item Details
An item has multiple cross references that will be provided
and one of them must be selected
An item has multiple cross references that will be provided
and one of them must be selected
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Bid Submission Confirmation
Once a Bid has been submitted you will still have an opportunity to edit a bid response as long as
the Event End Date has not expired.
Once a Bid has been submitted you will still have an opportunity to edit a bid response as long as
the Event End Date has not expired.
An award to a Sourcing Event or RFQ can not be made until
the event expires.
An award to a Sourcing Event or RFQ can not be made until
the event expires.
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Inquire on Bid Status
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Demo: Respond to Sourcing Event and RFQ
Demo: Status Query of RFQ and RFx Events
Demo: Respond to Sourcing Event and RFQ
Demo: Status Query of RFQ and RFx Events
Demonstration
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Purchase Order Details and Acknowledgements
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Retrieving Purchase Orders and Viewing Details
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Purchase Order Acknowledgement Pagelet
No more “I did not receive that order”.
Recently Dispatched
orders will be displayed upon
logging into Gateway
No more “I did not receive that order”.
Recently Dispatched
orders will be displayed upon
logging into Gateway
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Recently Dispatched PO Pagelet Detail
PO Acknowledgements remain key components of order management
process
PO Acknowledgements remain key components of order management
process
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Providing Service Labor Rates and Services Invoicing
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Services Procurement
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Work Orders Staged for Price
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Service Provider Information
When responding to a Stage for Price Work Order the vendor will have the ability to assign a service technician to this Work Order which is
referred to as a Service Provider. A Service Provider will default, if that is not the correct Service Provider then a new one can be created.
When responding to a Stage for Price Work Order the vendor will have the ability to assign a service technician to this Work Order which is
referred to as a Service Provider. A Service Provider will default, if that is not the correct Service Provider then a new one can be created.
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Rate Details
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Survey Search
Vendors will be able to view a
Survey Summary
providing a performance evaluation
Vendors will be able to view a
Survey Summary
providing a performance evaluation
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Review Survey Response
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Service Invoice Process
A Purchase Order must be issued before a service technician can go offshore to begin the job.
Timesheets that are submitted and approved on board the rig will be sent in to Transocean’s Service Buyer who will key in the time to create the invoice for payment.
Any additional expenses will need to be sent in to the Service Buyer which will be entered against the Work Order and those charges will be billed out by Transocean’s Service Buyer.
QUESTIONS??
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Demo: Respond to Work Order Rates Demo: Respond to Work Order Rates
Demonstration
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On Time Performance Pagelet
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On Time Performance
On Time Performance
Pagelet
On Time Performance
Pagelet
Performance visibility provided real time at the
touch of a button
Performance visibility provided real time at the
touch of a button
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Expediting Workbench
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The Expediting workbench will provide Vendors with the ability to manage late orders
The Expediting workbench will provide Vendors with the ability to manage late orders
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Online Invoice Creation
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eSettlements: Online Invoice Creation
Online invoice
creation and review
Online invoice
creation and review
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Invoice Entry Requirements and DefaultsRequirements:
Invoice Number
Invoice Date
Defaults:
Supplier: will populate your vendor information
Buyer and Currency: will populate when Purchase Order details are copied
Location: will default the required information
Requirements:
Invoice Number
Invoice Date
Defaults:
Supplier: will populate your vendor information
Buyer and Currency: will populate when Purchase Order details are copied
Location: will default the required information
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Copying Purchase Order Details
In the PO Number field
you can search for all
Purchase Orders by
leaving the field blank or type in the individual Purchase
Order number then click on the search
button
In the PO Number field
you can search for all
Purchase Orders by
leaving the field blank or type in the individual Purchase
Order number then click on the search
button
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Purchase Order Details and Line Selection
From this screen the PO Total displays along with line item details. At this point you can select one
or all of the lines to Copy To
Invoice.
From this screen the PO Total displays along with line item details. At this point you can select one
or all of the lines to Copy To
Invoice.
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Save and Submit Invoice
Purchase Order lines are copied
over, Quantities can
be changed from the
Invoice Entry page.
Freight charges are added to the Shipping
Amount section.
It is important to refresh the Invoice before clicking on the
Save and Submit button verifying the
Gross Amount is correct.
Purchase Order lines are copied
over, Quantities can
be changed from the
Invoice Entry page.
Freight charges are added to the Shipping
Amount section.
It is important to refresh the Invoice before clicking on the
Save and Submit button verifying the
Gross Amount is correct.
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Entering Non-Purchase Order Invoices
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Selecting Buyer
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Account and Rig Cost Center
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Demo: Review Purchase Order Line Information and Create Invoice as Vendor
Demo: Enter Non Purchase Order Invoice as Vendor
Demo: Review Purchase Order Line Information and Create Invoice as Vendor
Demo: Enter Non Purchase Order Invoice as Vendor
Demonstration
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Invoice Payments and Outstanding Balances
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Accounts Receivable
management just a click
away
Accounts Receivable
management just a click
away
Supplier Dashboard
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Last 10 Payments Pagelet
Clicking on the
Reference link will
provide a list of invoices
that were paid
Clicking on the
Reference link will
provide a list of invoices
that were paid
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Document Upload
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Document Upload
Documents can be uploaded against Purchase Orders,
Contracts, logistics and RFQ’s along with General Vendor
documents
Documents can be uploaded against Purchase Orders,
Contracts, logistics and RFQ’s along with General Vendor
documents
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Self Service Account Management
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Vendor Address and Contact Updates
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Creating Internal Users
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Creating Internal User Login
Assigning
Internal Users will be
done by the
Vendor
Assigning
Internal Users will be
done by the
Vendor
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Demo: Assign Passwords to Internal Users
Demo: Assign Passwords to Internal Users
Demonstration
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Questions ??
http://vendor.deepwater.com/