user guide abu dhabi investment authority€¦ · abu dhabi investment authority . 07-02 isupplier...
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OUM USER GUIDE
Abu Dhabi Investment Authority 07-02 iSupplier Portal - View Invoice
Author: Abu Dhabi Investment Authority
Creation Date: 29-Jan-17
Last Updated: 29-Jan-17
Document Ref: ADIA/User Guide/2.9.2
Version: V1
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Index
Index ......................................................................................................................................... 2
07-02 iSupplier Portal - View Invoice .................................................................................. 3
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07-02 iSupplier Portal - View Invoice Requirement – To allow Supplier user to view an invoice
Pre-Requisite – Supplier is approved and supplier user is registered with access to iSupplier Portal
.
External User (Supplier) URL https://supplier.adia.ae/OA_HTML/AppsLocalLogin.jsp
System & Browser Requirement Windows 10, Windows 8.1 & Windows 7 users will require Internet Explorer 11
Windows Vista users will require Internet Explorer 9
In the steps where Supplier has action to click on any favorite icon on his ARMS Homepage, and If supplier is not able to see any favorites functions in his homepage, he should refer to guide “01-01 Supplier Registration” to learn how to add favorites to his homepage.
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Role Supplier
Step Supplier logs in to ARMS
Step Details Supplier logs in to ARMS using his username and password
Responsibility None
Navigation None
Action Enter user name and password and click on Login button
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Role Supplier
Step Supplier clicks on Homepage of iSupplier Poral Full Access (ARMS) responsibility
Step Details Supplier clicks on Homepage of iSupplier Poral Full Access (ARMS) responsibility
Responsibility None
Navigation Homepage
Action Click on Homepage icon of iSupplier Portal Full Access
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Role Supplier
Step Supplier clicks on Finance tab of iSupplier Portal Homepage
Step Details Supplier clicks on Finance tab of iSupplier Portal Homepage of iSupplier Portal Full Access (ARMS) responsibility
Responsibility iSupplier Portal Full Access (ARMS)
Navigation Homepage > Finance Tab
Action Click on Finance Tab
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Role Supplier
Step Supplier navigates to View Invoices screen
Step Details Under finance tab supplier navigates to View Invoices screen to query for invoices
Responsibility iSupplier Portal Full Access (ARMS)
Navigation Homepage > Finance Tab > View Invoice
Action Click on View Invoices link
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Role Supplier
Step View invoices – Simple search screen opens
Step Details In this screen supplier can enter multiple search criteria to filter and search the invoice he wants to view
Various parameters are
Invoice Number – Enter partial (%x%) of full Invoice number
PO Number– Enter partial (%x%) PO Number
Release Number– Enter release number
Payment Number– Enter partial (%x%) payment number
Invoice Status – Select a value from LOV
Payment Status – Select a value from LOV
Invoice Amount From & To – Enter Invoice amount from and to values
Amount Due From & To – Enter amount due from and to values
Invoice Date From & To - Enter Date from and to (Enter manually in format DD-MON-YYYY) or select a date from calendar
Due Date From & To - Enter Date from and to (Enter manually in format DD-MON-YYYY) or select a date from calendar
Responsibility iSupplier Portal Full Access (ARMS)
Navigation Homepage > Finance Tab > View Invoice
Action Enter suitable value to parameters
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Role Supplier
URL https://supplier.adia.ae/OA_HTML/AppsLocalLogin.jsp
System & Browser Requirement Windows 10, Windows 8.1 & Windows 7 users will require Internet Explorer 11
Windows Vista users will require Internet Explorer 9
Step Supplier selects Payment Status criteria (optional)
Step Details If the search criteria is Payment status, supplier can choose from three option
Not paid – to search Invoices which are not paid at all
Partial Paid – to search Invoices which are partially paid
Paid – to search Invoices which are fully paid
Responsibility iSupplier Portal Full Access (ARMS)
Navigation Homepage > Finance Tab > View Invoice
Action Optionally select any one value from Payment status LOV
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Role Supplier
Step Supplier selects Invoice Status criteria (optional)
Step Details If the search criteria is Invoice status, supplier can choose from three option
Approved – to search Invoices which are Approved
Cancelled – to search Invoices which are Cancelled
In-Process – to search Invoices which are In-Process
On hold – to search Invoices which are On hold
Rejected – to search Invoices which are Rejected
Unsubmitted – to search Invoices which are Draft and not yet submitted by Supplier
Responsibility iSupplier Portal Full Access (ARMS)
Navigation Homepage > Finance Tab > View Invoice
Action Select a suitable value for parameter Invoice Status from LOV.
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Role Supplier
Step Supplier enters the details in search parameter as required
Step Details If supplier wants to see all the invoices, he clicks on Go button without entering any search parameter criteria. In such way, all the invoices are visible to Supplier
Responsibility iSupplier Portal Full Access (ARMS)
Navigation Homepage > Finance Tab > View Invoice
Action Supplier clicks on Go Button
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Role Supplier
Step Supplier clicks on the Invoice (link) to review the invoice
Step Details Supplier clicks on the Invoice (link) to review the invoice. The details are visible
Responsibility iSupplier Portal Full Access (ARMS)
Navigation Homepage > Finance Tab > View Invoice
Action Click on Invoice link
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Role Supplier
Step Supplier reviews the invoice details
Step Details Supplier reviews the invoice details
Responsibility iSupplier Portal Full Access (ARMS)
Navigation Homepage > Finance Tab > View Invoice
Action Click on return to Finance: View Invoice
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Role Supplier
Step Supplier enters search parameter values
Step Details Supplier enters search parameter values. For example Invoice number, if the full value is not known, supplier enters partial value like %1003%
Responsibility iSupplier Portal Full Access (ARMS)
Navigation Homepage > Finance Tab > View Invoice
Action Enter the search parameter values and click on Go button
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Role Supplier
Step Supplier clicks on the Invoice (link) to review the invoice
Step Details Supplier clicks on the Invoice (link) to review the invoice. The details are visible
Responsibility iSupplier Portal Full Access (ARMS)
Navigation Homepage > Finance Tab > View Invoice
Action Click on Invoice link
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Role Supplier
Step Supplier reviews the invoice
Step Details Supplier reviews the invoice details. Supplier logs out of ARMS if required (optional)
Responsibility iSupplier Portal Full Access (ARMS)
Navigation Logout
Action Click on Logout icon
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