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Overall GEtServices Process

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Presentation on theme: "Overall GEtServices Process"— Presentation transcript:

1 GEtServices Purchasing Units & Materials Training For Suppliers Direct Order

2 Overall GEtServices Process
Oracle Oracle iProcurement Oracle iProcurement For Payment Approval Punch-Out GEtServices Requester Create Order (Draft) Check Out Order for Approval Approve Receipts Active Order Auto Approved Invoices Supplier Accept Order (Draft) Submit Receipts This functional flowchart provides a high level business process for GEtServices. It displays how GE Assignment Managers collaborate with suppliers to procure and manage services. Create Requests for services needed and publish to suppliers. Evaluate proposals (candidates) submitted by supplier and create a Draft Order Submit supplier accepted Orders to iProcurement for approval. Manage Order and Onboard contractors. Approve and decline Receipts submitted by the supplier for services rendered.

3 Table of Contents Review and Accept Draft Order Submit Receipts
Audit Trail and Conferencing Add Supplier User (Admin Only) Modify Supplier User (Admin Only) Consolidate Notifications

4 Login to GEtServices http://getservices.gesupplier.com
You will be provided a URL to go to GEtServices along with a Username and Password. Enter your User ID and password to login to SSO.

5 Supplier Units & Materials Tasks: Step 1
Accept Draft Order 1 Review Draft Order, modify and return to GE or Accept Submit Receipt 2 Submit Receipts for completed services GEtServices provides a seamless, integrated solution with the following features: Establish suppliers and load master suppliers in the system. Create a Request and publish to selected suppliers. Suppliers review the Request and submit a proposal. Evaluate proposals, select candidates, and create a Draft Order from a Proposal. On acceptance by supplier, submit the Order for approval in Oracle iProcurement. After approval, manage Active Order including Onboarding and asset assignment. Approve Receipts for completed services submitted by the supplier. Invoices are automatically generated from the approved Receipts.

6 What is a Direct Order? A Direct Order is sent by a GE user to a single supplier for their review and acceptance. Details Order Name Description Start and End Dates Supplier File Attachments Team Add Members General Content SOW File Attachments Order Items Units & Materials Items The Request can be defined as: An invitation to the suppliers for them to submit Proposals with candidates for a position. A Request consist of multiple pages: General Details: Basic information about the Request such as name, owner, location, response deadline, etc. Team: Other GE users who may be part of the GE Team for this Request. SOW: Statement of Work. The SOW as a file attachment. Questions: Inquiries for the suppliers to respond to. Fixed Deliverables: Upon Delivery, Fixed Date, etc. Suppliers List: All available suppliers. If you don’t want to publish the Request to a supplier, de-select them.

7 Accept Draft Order Access “Submitted Draft Order” from Message Center or select “Order” from top menu and then ”Order Name”

8 Accept Draft Order Click “Accept Draft Order”
NOTE: Order can be forwarded to a different registered contact Review items. If changes are necessary, “Send to Buyer for Review” will be the only option

9 Accept Draft Order Click “OK”

10 Status updates to “Supplier Accepted Draft”
Draft Order Accepted Status updates to “Supplier Accepted Draft”

11 Supplier Units & Materials Tasks: Step 2
Accept Draft Order 1 Review Draft Order, modify and return to GE or Accept Submit Receipt 2 Submit Receipts for completed services GEtServices provides a seamless, integrated solution with the following features: Establish suppliers and load master suppliers in the system. Create a Request and publish to selected suppliers. Suppliers review the Request and submit a proposal. Evaluate proposals, select candidates, and create a Draft Order from a Proposal. On acceptance by supplier, submit the Order for approval in Oracle iProcurement. After approval, manage Active Order including Onboarding and asset assignment. Approve Receipts for completed services submitted by the supplier. Invoices are automatically generated from the approved Receipts.

12 Submit Receipts Access “Active Order” from Message Center or select “Orders” from top menu and then “Order Name”

13 Submit Receipts Click “Receipts”

14 Click “Enter Receipts”
Submit Receipts Click “Enter Receipts”

15 Submit Receipts Click “Enter Receipt Details”
Select the order line item that you wish to submit a receipt for

16 Enter Required Information
Submit Receipts Enter Required Information Click “Save” It is the supplier's responsibility to ensure that the appropriate detailed comments and necessary attachments (i.e. scanned documents, images, Word documents, etc.) are provided to fully support the receipt being approved. If the documentation is not sufficient, the GE Approver will decline the receipt.

17 Submit Receipts Receipts will stay in “Draft” status until submitted for approval Review and click “Submit for Approval”

18 Note: Receipt status updates to “Pending Approval”
Receipts Submitted Note: Receipt status updates to “Pending Approval”

19 Audit Trail View changes / actions performed on the order.
Conferencing Centralized messaging forum for team members and/or suppliers.

20 Audit Trail A user can click “Audit Trail” to see changes / actions performed on the order

21 Conferencing A user can click “Conferencing” to centralize a messaging forum with team members and/or suppliers for all to view

22 Add Supplier User

23 Access “User Management”’ from System Set Up
Add Supplier User Access “User Management”’ from System Set Up

24 Click “Create Supplier User”
Add Supplier User Click “Create Supplier User”

25 Enter Required Information
Add Supplier User Enter Required Information Note: Administrative Permission gives users access to “User Management” and “Candidate Management” Click “Save”

26 Note: Locations assigned will determine access to Requests and Orders
Supplier User Added Click “Edit” to modify Note: Locations assigned will determine access to Requests and Orders

27 Modify Supplier User Change Primary Contact

28 Access “User Management”’ from System Set Up
Modify Supplier User Access “User Management”’ from System Set Up

29 Modify Supplier User Click “Employee Name”

30 Modify Supplier User Click “Edit”

31 Modify information as needed
Modify Supplier User Modify information as needed Note: Administrative Permission gives users access to “User Management” and “Candidate Management” Place a check in the “Primary Contact” box to make this user the Primary Contact Click “Save”

32 Consolidate Email Notifications

33 Consolidate Email Notifications
Access “User Profile”’ from System Set Up

34 Consolidate Email Notifications
Click “Edit”

35 Consolidate Email Notifications
Click “Consolidated” Enter Required Information\ Click “Save” Notifications are only to be set to “ON” or “CONSOLIDATED”. Do not select “OFF”.

36 Consolidate Email Notifications
Information Updated


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