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Table of Contents Shipments Tab (3) Page Introduction Page

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1 Table of Contents Shipments Tab (3) Page Introduction Page
Delivery Schedules 26 Receipts 27 Returns 28 Overdue Receipts 29 On-Time Performance 30 Account Tab (4) Invoices 32 Create Invoices 33 Add Lines to an Invoice 34 Add General Information 35 Review and Submit Invoices 36 View Invoices 37 View Payments 38 Print Invoices 39 Admin Tab (5) Maintain Supplier Profiles 41 Supplier Details Page 42 Add Attachments 43 Address Book 44 Contact Directory 45 Bank Accounts Page 46 User Accounts Page 47 Who to Call for Help Introduction Page Introduction 2 iSupplier Information Flows 3 Invitation to the iSupplier Portal 4 Login to the iSupplier Portal 5 Change Your Temporary Password 6 Oracle User Home Page 7 Home Tab (1) Search Options 9 Advanced Searches 10 Orders Tab (2) Purchase Order History 13 View Purchase Orders 14 View PO Details 15 View Change History 16 Request Cancellation 17 Order Cancellation Confirmation 18 Request Changes 19 Splitting Shipments 20 Print a Purchase Order 21 Example of a Printable Purchase Order 22 Export a Purchase Order 23

2 Introduction What is the iSupplier Portal? A web based page with 5 tabs which … Enable Rogers and its suppliers to efficiently communicate key procure-to-pay information with each other i.e., Managing Supplier Profile Information, Ordering, Shipping and Receiving, Billing, Sourcing Enable suppliers to have real-time access to information (i.e., purchase orders and delivery schedules) Enable suppliers to respond to Rogers online with order acknowledgments, change requests, and shipping notices Benefits of iSupplier Real-time access Fully integrated with Rogers Procurement software, allowing suppliers immediate access to all Procurement related data as it becomes available Web-based Easy to navigate, intuitive look and feel Visibility access to Rogers Procurement system User Friendly Easy to respond to Rogers Procurement needs Easy to acknowledge PO’s, submit change requests and update supplier profiles Search capabilities Easy to find PO’s, invoices, and receipts using the iSupplier Portal’s extensive search capabilities Self Serve Update Banking, Addresses online Add more users from your company Invoicing and Sourcing

3 iSupplier Information Flows
Click link to Oracle Login page Receive invite Logout Login Oracle user Home Page displays Click the iSupplier Portal Full Access Navigate to necessary pages Access and view documents Respond by creating documents Change temporary password Enter Username & temporary password Complete necessary tasks Simple View of How to Use the iSupplier Portal iSupplier PORTAL ROGERS SUPPLIER ACCESS POs PAYMENTS RECEIPTS INVOICES RESPOND ACKNOWELDGE POs SUBMIT CONTRACT REQUESTS CREATE AND SUBMIT INVOICES MANAGE SUPPLIER PROFILE VIEW SHIPMENTS SEND RFI RFQ AUCTIONS Supplier Responsibilities Respond to login invitation Maintain profiles View Purchase Orders View and Submit Accurate Invoices Monitor receipts View payment statuses iSupplier Information Flow: Rogers sends: Purchase Orders RFI, RFQ, RFP, Auctions Immediately available to the Suppliers via the Portal. Supplier views: Worklist Payment Status Receipts Invoices Supplier responds: Acknowledges Purchase Orders Submits Invoices Managing Supplier Details

4 Invitation to the iSupplier Portal Page
To access the iSupplier Portal initially, suppliers will receive an invitation from Rogers containing the following: Approval of request to register Oracle Application system link Username and temporary password Contact name for further questions and information Participant Note: Save the link to your favourites for future access (https://isupplier.rci.rogers.com)

5 Login to the iSupplier Portal Page
Username is frequently your address. Be cautious! To ensure high levels of security, Rogers allows only 3 attempts to login before the system will lock out and require you to contact Rogers for a new password. Do not copy/paste the Username and Password from your invitation . Manually enter each into the login screen. On the iSupplier Log On screen enter the following: Enter your “Username” (your address) Enter your “Password” (initial log on will be with a temporary password) Click the “Login” button Participant Note: Neither the Username nor Password are case sensitive.

6 Change Your Temporary Password
The first time you login, the initial password must be changed. Passwords must be more than 5 characters long and cannot include any number or letter twice (i.e will fail, will succeed). After initial login the system automatically displays the “Change Password” page. To change the temporary password: Enter current password Enter new password Valid password must be between Five to thirty characters Valid password can be numeric, alphanumeric, or special characters Re-enter new password for verification Click the “Apply” button Participant Note: The “Username” field is not case sensitive.

7 Oracle User Home Page Logged In As: The Worklist provides a list historical of Notifications of Rogers’ electronic responses. Once logged in the iSupplier Home Page will be displayed, included the following: The Worklist section displays the most recent five notifications. Click the click “Full List” button to view all Notifications. The following options are available: View a Notification - type of response needed is indicated View attachments Reassign document Request more information about the document The Navigator section offers two Responsibility options: iSupplier Portal Full Access This link provides access to the iSupplier registration and manage record maintenance, as well as purchase and change orders, advance shipment and billing notices invoices and payment status “Sourcing Supplier” This link provides access to the sourcing events, including responding to RFIs, RFQs and Buyer Auctions Participant Note: User name is displayed in the top right hand corner of the page. iSupplier Portal link Navigator list will vary depending on your relationship with Rogers

8 HOME TAB #1 The iSupplier Portal has 5 tabs to allow easy access to information Clicking “iSupplier Portal Full Access” results in iSupplier Portal home page being displayed. This home page has the following features: Global buttons: displayed on all iSupplier pages, including: Home: returns you to the iSupplier Home Page where you can select another responsibility or application Logout: to log off of the Oracle Application Preferences: to update notification, formatting, password Help: accesses the Oracle help index page for iSupplier Tabs: provide easy navigation to the different pages of the iSupplier Portal and include: Home Orders Shipments Account Search field: Enables the system to be searched via a document number Quick Links: Displays a procure-to-pay flow through iSupplier Portal Click any link to go directly to the corresponding page Notifications: Rogers electronic messages waiting for review Orders at a Glance: View the five most recent POs and details Participant Note: Click the “Full List” button to view complete lists.

9 Search Options #1 The portal home page’s search field enables the system to be searched via document number. Quickly find information about: Purchase Orders Shipments Invoices Payments Select which type of document you would like to search for in the first box Enter the document number in the second box and click the “GO” button Icons Calendar: allows dates to be quickly inserted into a field Search Edit Delete Manage Details Show: Expand to show details Hide: Minimize details Radio Button Special Search Characters ”%”: this is used as a wildcard to search for generic terms ”-” (the hyphen) and “_” (underscore) All other special characters are ignored Do not use the following: “Enter” Key instead click the appropriate button “Back” button from your internet commands, use the links and tabs available on the page Note: An ”*” next to an input field indicates that it is mandatory. Information must be entered in the field.

10 Advanced Searches #1 iSupplier Advanced Search defaults to searching for all values entered To change select the second radio button and enter appropriate values. The “Advanced Search” functionality enables the use of additional of search criteria: Click the “Advanced Search” hyperlink The “Advanced Search” screen will display Enter required parameters and values Click the “Go” button The following search operators are available from the drop down menu as displayed above: “is”- for an exact match “is not” – to exclude a specific match “contains”- to find a partial match “starts with”- to find a partial match only at the beginning “ends with”- to find a partial match that only ends with the criteria “greater than”- to include results greater in value than a value specified “less than” - to include results lower in value than a value specified “after”- to include results with a date after the specified date “before”- to include results with a date before the specified date To add another search field: Click the “Arrow” button Choose selection criteria Click the “Add” button Enter information in field

11 Advanced Searches (cont’d)
#1 The Flashlight icon will be displayed next to any field that has a list of values associated with it. To execute an advanced search, click the flashlight icon to display the list of values. Once the search list is displayed: Select the appropriate “search by” parameter (in example above Buyer was selected) Click the “Go” button to display a list of all Buyers results, or limit the search results by using the wildcard symbol and click the “Go” button Search criteria will be displayed Select the radio button next to the desired result and click the ”Select” button, or Click the Quick Select icon next to the desired result Advanced Search screen is displayed with the field populated Participant Note: In the case of the above example the search for a Buyer will look by last name first, for example if searching for “Jane Smith” enter “Smith, Jane”.

12 ORDERS TAB #2 The Purchase Orders screen displays details of the entire purchase order. iSupplier can follow the purchase orders throughout the entire procure-to-pay flow, in real-time Using the purchase order information, the supplier can: Acknowledge and view purchase orders Make change requests to purchase orders Split shipments Cancel orders PO revision history The following functions are available: Perform an advanced search View purchase orders and attachments Request cancellations Request changes, including splitting shipments View change history Export

13 Purchase Order History
#2 Purchase Order History section The following functions are available: Search for details of the revision history of purchase order Simple or advanced search View resulting list of revised purchase orders View all changes a specific purchase order has undergone Compare a purchase order to: Original purchase order Previous purchase order All other purchase orders Export a purchase order

14 View Purchase Orders #2 Click on the PO # to open
To view purchase orders: Click the “Orders” tab View the default list of the “last 25 Purchase Orders”, or Click the “Down Arrow” to select from: All Purchase Orders Purchase Orders to Acknowledge Purchase Orders Pending Supplier Change The following tasks are possible: Request cancellation Request changes View change history Export Perform an advanced search View Purchase Order details (to view the details click the purchase order number) Click on the PO # to open

15 View PO Details #2 Additional Purchase Order processes
ROGERS’ SUPPLIER Smith, Joe Additional Purchase Order processes The purchase orders details page displays: Header: General information Terms and conditions Bill to address Ship to address Line items: Type Item Supplier term Description Quantity Price Amount Status Reason Global Agreement Attachments Price Difference Participant Note: Click the “Show” button to view details Click the “Hide” button to hide details

16 Viewing Purchase Order Details
View Change History #2 Viewing Purchase Order Details ROGERS’ SUPPLIER Smith, Joe To view the Change History for purchase orders: Click the “Orders” tab On the “Purchase Order” screen click the “Purchase History” link The “Change History for Order” screen is displayed Review the information available Click the “OK” button to return to the “Purchase Order” screen To return to PO screen

17 Request Cancellation #2 Action indicator for the PO
ROGERS’ SUPPLIER Smith, Joe Action indicator for the PO To Request the cancellation of a Purchase Order: Click the “Show” button to view line details Click the “Request Cancellation” button Fill in reason for cancellation Select “Cancel” from the dropdown menu under the “Action” column Click the “Submit” button

18 Order Cancellation Confirmation
#2 The Cancellation order confirmation will display to indicate that the request has been submitted. Click the “Return to Purchase Order Summary” link

19 Request Changes #2 ROGERS’ SUPPLIER Smith, Joe The following fields are available to make Request changes to: Header: Supplier order number Details: Price Supplier item Reason Shipments: Quantity ordered Promised date Supplier order line Split shipments Action (cancel or change) “Additional Change Requests” information area to add addition changes as required

20 Splitting Shipments #2 To request to split a shipment:
Click the “Orders” tab and then click “Purchase Orders” link Search for and select a purchase order and then click the “Request Changes” button On the “Change Purchase Order” screen click Show to display shipment details. Click the split icon on the desired shipment line Note: Another row is added for the split shipment In the “Quantity Ordered” field of the first shipment line, enter a new quantity In the “Quantity Ordered” field of the second shipment line, enter the new quantity Change the Promised Date Enter the Supplier Order Line Enter a reason for splitting Select an action for change Click the “Submit” button Note: You can split a shipment as many times as needed. To create more shipment lines, click the split icon.

21 Print a Purchase Order #2 To print purchase orders:
ROGERS’ SUPPLIER Smith, Joe To print purchase orders: Click the “Orders” tab and then click the “Purchase Orders” link Click the PO Number of the purchase order to print Click the “Printable View” button A File Download window is displayed with the options of opening the file or saving it If the file is opened, it will appear as a PDF file in Adobe that can be printed, once the file is printed close the Adobe window If the file saved options was selected a Save As window is displayed allowing the file to be saved to a location on the computer for further reference and printing

22 Example of a Printable Purchase Order
#2 Smith, Jane

23 Export a Purchase Order
#2 ROGERS’ SUPPLIER Smith, Joe To export purchase orders: Click the “Orders” tab and then click the “Purchase Orders” link Click the PO Number of the purchase order to export Click the “Export” button A File Download window is displayed with the options of opening the file or saving it If the file is opened, it will appear as a csv file in Excel that can be modified as required, close the Excel window when finished If the file saved options was selected a Save As window is displayed allowing the file to be saved to a location on the computer for further reference and modification

24 Export a Purchase Order (cont’d)
#2

25 SHIPMENTS TAB #3 iSupplier shipments tab includes information on delivery schedules as well as historical views of receipts and attachments recorded for shipped goods. Detailed information on Overdue Receipts of past shipments, includes: Receipts, including historical views and attachments recorded for shipped goods Returns Shipping features including: Alerting the buyer of upcoming shipments Expediting receipts and payments for Rogers iSupplier enables the following Shipping related tasks: View the need by date of Supplier’s Purchase Orders View existing shipments View delivery schedules View overdue shipment receipts

26 Delivery Schedules #3 Rogers’ Supplier Rogers’ Supplier The Delivery Schedules screen displays the need by date of the Supplier’s Purchase Orders from Rogers Rogers’ Supplier Rogers’ Supplier Rogers’ Supplier Rogers’ Supplier Rogers’ Supplier

27 Receipts #3 The Receipt Transactions screen includes:
Supplier The Receipt Transactions screen includes: Search for receipts Simple or advanced search Explore historical views of receipts and attachments recorded for shipped goods Participant Note: Click “Receipt Number” or “Purchase Order Number” to view further details.

28 Returns #3 The Returns screen includes:
View return history and details Search shipment information

29 Overdue Receipts #3 From the Overdue Receipts screen you can:
ROGERS’ SUPPLIER Smith, Joe From the Overdue Receipts screen you can: View details of past due shipments Search for documents Export documents

30 On-Time Performance #3 The Rogers’ On-Time Performance is defined relative to the Need by Date. The On-Time Performance screen displays the delivery status of shipments made against purchase orders, including: Search for documents Simple and advanced View your performance for timelines of deliveries Export documents

31 ACCOUNT TAB #4 Invoice and payment information plus invoice statuses and submitting invoices for payment can be accessed through the Account Tab.

32 Invoices #4 There are two methods available for Invoicing Rogers:
NAPPC: the current paper-based process Creating Invoicing in iSupplier Invoice and payment information as well as invoice statuses can be accessed through the iSupplier Portal. The iSupplier process also includes the functionality to submit invoices. The Create Invoices screen allows: Search for saved, un-submitted invoices View list of saved, un-submitted invoices Update and submit invoices Perform the first step of creating an invoice

33 Create Invoices #4 To proceed to the next screen.
To create an invoice in iSupplier, complete the following: Click the “Account” tab and then click the “Create Invoices” link On the Create Invoice: Submit Invoices screen click the “Create Invoice” button On the Create Invoice: Select Purchase Order screen enter the search criteria and click the “Go” button Select the items to be invoiced and click the “Add Items to Invoice List” button Click the “Next” button when finished adding items Smith, Joe

34 Add Lines to an Invoice #4
On the Create Invoice: Include Lines on Invoice screen enter a quantity to invoice. Select Taxable if the invoice is to be taxable. Enter and any additional charges and then click the “Next” button Participant Note: Click the “Calculate” button to verify the total amount and the totals are updated. Click the “Add Another Row” button insert addition rows for entry.

35 Add General Information
#4 Click the “Save for Later” button at any point in the process to save the information created to be accessed at a later time. On the Create Invoice: General Invoice Information screen enter an invoice number, invoice date, and a description Click the “Next” button

36 Review and Submit Invoices
#4 Rogers’ Supplier On the Create Invoice: Review and Submit screen, review invoice you have entered Click the “Submit” button if all the information is correct Click the “Save for Later” button to save the invoice created to be submitted at a later time A confirmation screen is displayed, to print the invoice click the “Print” button To create another invoice click the “Create Another” button

37 View Invoices #4 The Invoice Summary Results screen displays the history of all invoices by the supplier to Rogers. Search criteria includes: Invoice number Invoice date Due date Payment status Information displayed can also be exported. You can select and view further purchase order details. The system displays a list of all purchase orders that are included on the invoice. You can also select and view payment details, as well as view invoice attachments. To view invoice attachments, click the attachment icon.

38 View Payments #4 From the ‘View Payments” screen: Search for payments
View history of all payments Export documents

39 Print Invoices #4 Rogers’ Supplier Select File > Print from the browser’s menu or “Ctrl + P” to access the printing function.

40 ADMIN TAB #5 Profile Management enables maintenance of key profile details used to establish and maintain business relationship with Rogers. Rogers’ Supplier From the Profile Management screen: View your supplier details View attachments Search for attachments Add attachments Access and update the following pages: Address Book Contact Directory Bank Accounts User Accounts

41 Maintain Supplier Profiles
#5 Supplier (self-service) record maintenance enables: Effective supplier representation Accurate and up-to-date record maintenance Efficient business relationship with Rogers Uploading of documents to enhance profile Supplier Maintenance includes the following information: Supplier details (Supplier Name, Supplier Number, Taxpayer ID) Address information Names of main contacts Banking details

42 Supplier Details Page #5
The Supplier Details page is the introductory page to Supplier Profile Management. Suppliers can manage key profile details used to establish or maintain a business relationship with the Rogers. Rogers’ Supplier Access “Profile Management” from the Admin Tab. The following information is displayed: Supplier name Supplier number Taxpayer ID (GST/HST) Tax Registration Number (QST) DUNS Number Attachments The following tasks are possible: Add or change profile information Search for and view attachments Add attachments ( i.e., tax documents) To search for attachments: Enter name of attachment in search field Click Down Arrow to access more search options and fill search fields Click the “Go” button Select the desired attachment from list To add an attachment: Click “Add Attachment” button

43 Add Attachments #5 To add an Attachment, complete the following:
Rogers’ Supplier To add an Attachment, complete the following: Click the “Add Attachments” button On the “Add Attachments” screen enter a description in the “Attachment Summary Information” section Under the “Define Attachment” section select the appropriate Type: File: click the “Browse” button to locate the file to be attached. URL Text A name can be provided for the attachment in the “Name” field Once all parameters are determined click the “Apply” button to add the attachment, or To add an additional attachment click the “Add Another” button

44 Address Book #5 To add a new address complete the following:
From the “Supplier Details” screen click the "Address Book" link Click the “Add New” button on the “Manage Address Book Details” screen to add a new address. On the “New Address” screen, complete the following fields: Site Code (which is a combination of the first 3 letters of the city and the last three characters of the address’ postal code) Country Address City Province/State Postal Code Note (Please insert either “Remit To” or “Purchase from”, as required) Phone and fax numbers, as required address, as required Click the “Apply” button Note: The system will display a confirmation message that the new address has been added. To delete an existing address execute the following: Click the Delete icon in the row of the address to be deleted Note: The system will display a confirmation message that the address has been deleted. This goes through approval at Rogers before this is finalized. To manage the banking details for an existing address: Click the Manage Details icon in the row of the address to be modified On the “Manage Bank Account Assignments” screen select/deselect as required the following two options: Used by Address Primary Account Note: The system will display a confirmation message that the information has been updated. This goes through approval at Rogers before this is finalized. To edit an existing address execute the following: Click the Edit icon in the row of the address to be modified On the “Edit Address” screen complete any of the fields required Note: The system will display a confirmation message that the address has been modified.

45 Contact Directory #5 Select desired address to link to
To add a new contact complete the following: On the “Supplier Details” screen click the “Contact Directory” link Click the “Add” button on the Contact Directory screen to add a new contract On the “Add Contact” screen complete the following fields: Contact Title (i.e., Dr., Miss, Mr., Mrs., Ms., Sir) First Name Last Name (only required field) Job Title Address Phone Area Code Phone Number Phone Extension Fax Area Code Fax Number Click the “Apply” button Note: The system will display a confirmation message that the new contact has been created. To remove contact details: Click the Delete icon in the row of the contact to be deleted Note: The system will display a confirmation message that the contract has been deleted To link a contact to an address: Click the Manage Details icon in the row of the contact to be to link On the “Manage Address Details” screen in the “Address Type” field select “Addresses available to be linked to the contact” from dropdown To limit the results returned enter any address information into the fields provided and click the “Go” button Select the checkbox to the left of the address or addresses to be linked to the contact Click the “Add Link to Contact” button Note: The system will display a confirmation message that the address has been associated. To delete a link for a contact: Click the Manage Details icon in the row of the contact Select the checkbox to the left of the address or addresses remove the link from Click the “Remove Link to Contact” button Note: The system will display a confirmation message that the contact is no longer linked to the address. To edit contact details: Complete any of the fields required Click the Edit icon in the row of the contact to be modified Note: The system will display a confirmation message that the address has been modified. Select desired address to link to

46 Bank Accounts Page #5 The Bank Accounts page displays information on any bank accounts already defined for the Supplier: To add a new bank account complete the following: On the “Supplier Details” screen click the “Bank Accounts” link Click the “Add New” button on the Bank Accounts screen to add a new bank account On the “Add Bank Account” screen complete the following fields: Bank Number Branch Number Bank Account number Bank Account Name Account Type Description Check digits Inactive Date Account Holder Participant Note: Only fields with an “*” are mandatory Under the Address Assignments section select the appropriate response If copying the address information from another account click the “Copy from Another Account” button Add any comments and click the “Apply” button Note: The system will display a confirmation message that the new bank account has been created Participant Note: Once Rogers has the bank information and the bank account details are validated, the account status is changed to Approved. If there is any problem with the account details, the status will change to Verification Failed. The bank information will need to be checked and re-submitted.

47 User Accounts Page #5 JOE.SUPPLIER@VENDOR.COM JANE.SUPPLIER@VENDOR.COM
JOE JANE DOUG SUE PETE AMY MIKE BOB BILL Supplier

48 Who to Contact for Help For further information on iSupplier process, please contact: 1.866.


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