user manual supplier registration and rfx responses...sap slc sends out an approval mail to the...

User Manual

Supplier Registration and RFx Responses

Date: 11-07-2017

Team: SRM

Author: Deepan Sakkarawarthi

Work stream Title: SRM – Supplier Self

Registration & RFx Response

Module: SRM

SRM User Manual: Instruction for Suppliers of 13

Co-operative Bank and its subsidiaries Group Consultancy provided by EIM Solutions Limited

Document Information

File Type User Manual

File Name Company Creation

Authors Deepan Sakkarawarthi G

Created On 11-07-2017

Last Edited 12-07-2017

Number of Pages 13

Version 1.0

Date: 11-07-2017

Team: SRM




Module: SRM



Table of Contents

1 Purpose ...........................................................................................................4

2 Technical requirements to the user’s workplace ...............................................4

3 Carry Out Self-Registration ..............................................................................4 3.1 Receive Approval Mails ....................................................................................... 7 3.2 Maintain Supplier Account .................................................................................. 8

4 Instruction for RFx Repsonse .......................................................................... 11

Date: 11-07-2017

Team: SRM




Module: SRM



1 Purpose

A company interested in becoming a supplier accesses the supplier self-registration form to register itself as a new supplier. The link to the supplier self-registration page is typically publicly available on a buying company’s Web site or purchasers sent out the link individually.

The suppliers assign themselves to one or more product categories upon registration.

Once suppliers have registered, the registration system sends them one or more questionnaires

2 Technical requirements to the user’s workplace

For successful operation in the system the following requirements should be met: 1. Internet browser. Microsoft Internet Explorer version 8.0 or higher should be installed. Note: Google Chrome, Safari browsers can also be used

Buying company’s Web site with the self-registration URL is publicly available on the Internet, or the URL might have been sent to the supplier directly via e-mail.

3 Carry Out Self-Registration

Use Suppliers can register themselves using supplier self-services.

Procedure 1. The potential supplier calls up a URL that opens the self-registration page in the supplier

self-services system.

Enter the path in your browser address field and press Enter.

http://slsprd.co-opbank.co.ke:8000/slc_selfreg

http://slsprd.co-opbank.co.ke:8000/slc_selfreg

Date: 11-07-2017

Team: SRM




Module: SRM



All mandatory fields must be entered

Field Name Description User Action and Values

Comment

Company Name In the General Company Information section

Enter your (the supplier) company name

Language Select value from dropdown list

Country Select value from dropdown list

City / Postal Code Enter value

Phone Number / Extension

Enter value

E-Mail Enter value

Title In the Contact Details section

Enter value

First Name Enter value

Last Name Enter value

Date: 11-07-2017

Team: SRM




Module: SRM



Field Name Description User Action and Values

Comment

Phone Number / Extension

Enter value

E-Mail Enter value E-mail address is used for communication later in the process. Make sure that you enter an address you have access to

Language Select value from dropdown list

Country Select value from dropdown list

Product Categories

In the Product Categories section, assign product categories

Choose Add to open a selection screen. Browse available product categories and use the checkboxes on the left-hand side to indicate appropriate product categories. When done, choose OK to close the selection screen.

2. The potential supplier reads the data privacy statement and selects the checkbox which before the potential supplier can save data.

3. The potential supplier clicks on Send to complete the registration.

Result The potential supplier is registered in the supplier self-services system as a business partner with the Potential Supplier role.

Date: 11-07-2017

Team: SRM




Module: SRM



3.1 Receive Approval Mails

Purpose SAP SLC sends out an approval mail to the supplier. The approval mail informs about the approved supplier registration and contains a link to the SAP SLC system as well as a user ID. The password is sent in an additional mail.

Procedure 1. As a supplier, access your e-mail inbox. 2. Make sure that you can receive e-mails sent to the contact person’s mail address as

entered in the registration form.

Date: 11-07-2017

Team: SRM




Module: SRM



Result As a supplier, you have received the necessary information including the SAP SLC system URL for your further steps via mails.

3.2 Maintain Supplier Account

Purpose

Date: 11-07-2017

Team: SRM




Module: SRM



Once the supplier registration has been approved, the supplier logs on to the SAP SLC system for the first time to create an administrator account.

If the supplier’s request is approved, he or she can log on with the data provided. The Initial Supplier role (/SRMSMC/SUPPLIER_INITIAL), which is automatically assigned to the supplier’s user, enables him or her to create an administrator account.

Procedure 1. As the new supplier, choose the link to the SAP SLC system as provided in the welcome

mail. 2. Use the password from the second e-mail.

Example of link from vendor e-mail

3. On the User Registration screen, make the following entries:

Field Name Description User Action and Values Comment

User Enter the user name you, as the supplier, use to administer your SAP SLC account in the future

User and password entered here are used to access the supplier account in the future. Logon details from the welcome mail are no longer valid. Make sure that you remember the new user and password

Password Enter a password.

Confirm Password

Enter the password again.

Box I have read the data

Check the box

Date: 11-07-2017

Team: SRM




Module: SRM



Field Name Description User Action and Values Comment

privacy statement and accept the terms

4. Choose Create . 5. On the next screen, the following system message appears: “Your account administrator

account has been created”. Choose Logon to log on to SAP SLC with the newly created user.

6. You may now review data already entered during the initial registration, add more

information and create more employees.

Date: 11-07-2017

Team: SRM




Module: SRM



7. As an example, enter an additional company phone number:In the menu pane on the left-

hand side, choose Company → Company Data. Choose Edit. Under Communication, choose New Line and enter an additional phone number. Choose Save. Since changes to the supplier master are subject to an approval workflow, the following system message appears: ”Information: Changes are in approval; editing is currently not possible”.

If you have not done yet, we recommend to add this SAP SLC URL to your internet browser’s Favorites since this is your permanent URL now. The URL from the welcome mail will no longer work.

8. Choose Log off on the right-hand side of the application toolbar.

Result An administrator user for the supplier has been created. The supplier’s company data has been reviewed and an additional phone number has been entered. The new phone number triggered an approval workflow that needs approval from the buying company.

4 Instruction for RFx Repsonse

Prerequisites An RFP has been published and opened for bidder participation.

Procedure

1. Log on to the SRM interface as a bidder using the link provided in the e-mail sent to vendors:

SAP SRM

User

Link url from e-mail

Date: 11-07-2017

Team: SRM




Module: SRM



2. The Display RFx screen is displayed.

3. Under the RFx Information → RFx Parameters section, the submission deadline can be checked and also the remaining time for submission can be seen at the top of screen.

4. Under the Items → Item Overview section, the product, product description and requested quantity can be checked.

5. Under the Notes and Attachments section, and notes to the supplier or attachments can be viewed.

Date: 11-07-2017

Team: SRM




Module: SRM



6. Choose Participate . The message "You have been registered. You will be informed of RFx changes is displayed

.

The message "You response has been sent; you will be informed of changes via e-mail" is displayed.

7. Close the browser.

Repeat the steps for all bidders that confirm their participation.

Result You have successfully published your intention to participate in the specified RFP to the operational purchaser.

user manual supplier registration and rfx responses...sap slc sends out an approval mail to the...

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