Presentation is loading. Please wait.

Presentation is loading. Please wait.

GEtServices Purchasing Units & Materials Training For Suppliers Direct Order.

Similar presentations


Presentation on theme: "GEtServices Purchasing Units & Materials Training For Suppliers Direct Order."— Presentation transcript:

1 GEtServices Purchasing Units & Materials Training For Suppliers Direct Order

2 2 / GE / October 25, 2004 Overall GEtServices Process Accept Order (Draft) Check Out Order for Approval Approve Receipts Submit Receipts Create Order (Draft) Active Order Oracle iProcurement Approval Auto Approved Invoices For Payment Oracle iProcurement Punch-Out Oracle GEtServices Supplier Requester

3 3 / GE / October 25, 2004 Table of Contents 1. Review and Accept Draft Order 2. Submit Receipts 3. Audit Trail and Conferencing 4. Add Supplier User (Admin Only) 5. Modify Supplier User (Admin Only) 6. Consolidate Notifications

4 4 / GE / October 25, Login to GEtServices

5 5 / GE / October 25, 2004 Accept Draft Order Submit Receipt 2 1 Supplier Units & Materials Tasks: Step 1 Submit Receipts for completed services Review Draft Order, modify and return to GE or Accept

6 6 / GE / October 25, 2004 What is a Direct Order? A Direct Order is sent by a GE user to a single supplier for their review and acceptance. Order Items Units & Materials Items Content SOW File Attachments Details Order Name Description Start and End Dates Supplier File Attachments Team Add Members General

7 7 / GE / October 25, 2004 Accept Draft Order Access Submitted Draft Order from Message Center or select Order from top menu and then Order Name

8 8 / GE / October 25, 2004 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 9 / GE / October 25, 2004 Accept Draft Order Click OK

10 10 / GE / October 25, 2004 Draft Order Accepted Status updates to Supplier Accepted Draft

11 11 / GE / October 25, 2004 Accept Draft Order Submit Receipt 2 1 Supplier Units & Materials Tasks: Step 2 Submit Receipts for completed services Review Draft Order, modify and return to GE or Accept

12 12 / GE / October 25, 2004 Submit Receipts Access Active Order from Message Center or select Orders from top menu and then Order Name

13 13 / GE / October 25, 2004 Submit Receipts Click Receipts

14 14 / GE / October 25, 2004 Submit Receipts Click Enter Receipts

15 15 / GE / October 25, 2004 Submit Receipts Select the order line item that you wish to submit a receipt for Click Enter Receipt Details

16 16 / GE / October 25, 2004 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 17 / GE / October 25, 2004 Submit Receipts Review and click Submit for Approval Receipts will stay in Draft status until submitted for approval

18 18 / GE / October 25, 2004 Receipts Submitted Note: Receipt status updates to Pending Approval

19 19 / GE / October 25, 2004 Audit Trail View changes / actions performed on the order. Conferencing Centralized messaging forum for team members and/or suppliers.

20 20 / GE / October 25, 2004 Audit Trail A user can click Audit Trail to see changes / actions performed on the order

21 21 / GE / October 25, 2004 Conferencing A user can click Conferencing to centralize a messaging forum with team members and/or suppliers for all to view

22 22 / GE / October 25, 2004 Add Supplier User

23 23 / GE / October 25, 2004 Add Supplier User Access User Management from System Set Up

24 24 / GE / October 25, 2004 Add Supplier User Click Create Supplier User

25 25 / GE / October 25, 2004 Add Supplier User Enter Required Information Click Save Note: Administrative Permission gives users access to User Management and Candidate Management

26 26 / GE / October 25, 2004 Supplier User Added Note: Locations assigned will determine access to Requests and Orders Click Edit to modify

27 27 / GE / October 25, 2004 Modify Supplier User Change Primary Contact

28 28 / GE / October 25, 2004 Modify Supplier User Access User Management from System Set Up

29 29 / GE / October 25, 2004 Modify Supplier User Click Employee Name

30 30 / GE / October 25, 2004 Modify Supplier User Click Edit

31 31 / GE / October 25, 2004 Modify Supplier User Click Save Place a check in the Primary Contact box to make this user the Primary Contact Note: Administrative Permission gives users access to User Management and Candidate Management Modify information as needed

32 32 / GE / October 25, 2004 Consolidate Notifications

33 33 / GE / October 25, 2004 Consolidate Notifications Access User Profile from System Set Up

34 34 / GE / October 25, 2004 Consolidate Notifications Click Edit

35 35 / GE / October 25, 2004 Consolidate Notifications Click Consolidated Enter Required Information\ Click Save Notifications are only to be set to ON or CONSOLIDATED. Do not select OFF.

36 36 / GE / October 25, 2004 Consolidate Notifications Information Updated


Download ppt "GEtServices Purchasing Units & Materials Training For Suppliers Direct Order."

Similar presentations


Ads by Google