1Table of Contents Shipments Tab (3) Page Introduction Page Delivery Schedules 26Receipts 27Returns 28Overdue Receipts 29On-Time Performance 30Account Tab (4)Invoices 32Create Invoices 33Add Lines to an Invoice 34Add General Information 35Review and Submit Invoices 36View Invoices 37View Payments 38Print Invoices 39Admin Tab (5)Maintain Supplier Profiles 41Supplier Details Page 42Add Attachments 43Address Book 44Contact Directory 45Bank Accounts Page 46User Accounts Page 47Who to Call for HelpIntroduction PageIntroduction 2iSupplier Information Flows 3Invitation to the iSupplier Portal 4Login to the iSupplier Portal 5Change Your Temporary Password 6Oracle User Home Page 7Home Tab (1)Search Options 9Advanced Searches 10Orders Tab (2)Purchase Order History 13View Purchase Orders 14View PO Details 15View Change History 16Request Cancellation 17Order Cancellation Confirmation 18Request Changes 19Splitting Shipments 20Print a Purchase Order 21Example of a Printable Purchase Order 22Export a Purchase Order 23
2IntroductionWhat 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 otheri.e., Managing Supplier Profile Information, Ordering, Shipping and Receiving, Billing, SourcingEnable 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 noticesBenefits of iSupplierReal-time accessFully integrated with Rogers Procurement software, allowing suppliers immediate access to all Procurement related data as it becomes availableWeb-basedEasy to navigate, intuitive look and feelVisibility access to Rogers Procurement systemUser FriendlyEasy to respond to Rogers Procurement needsEasy to acknowledge PO’s, submit change requests and update supplier profilesSearch capabilitiesEasy to find PO’s, invoices, and receipts using the iSupplier Portal’s extensive search capabilitiesSelf ServeUpdate Banking, Addresses onlineAdd more users from your companyInvoicing and Sourcing
3iSupplier Information Flows Click link to Oracle Login pageReceive inviteLogoutLoginOracle user Home Page displaysClick the iSupplier Portal Full AccessNavigate to necessary pagesAccess and viewdocumentsRespond by creating documentsChange temporary passwordEnter Username & temporary passwordComplete necessary tasksSimple View of How to Use the iSupplier PortaliSupplierPORTALROGERSSUPPLIERACCESSPOsPAYMENTSRECEIPTSINVOICESRESPONDACKNOWELDGE POsSUBMIT CONTRACT REQUESTSCREATE AND SUBMIT INVOICESMANAGE SUPPLIER PROFILEVIEWSHIPMENTSSENDRFIRFQAUCTIONSSupplier ResponsibilitiesRespond to login invitationMaintain profilesView Purchase OrdersView and Submit Accurate InvoicesMonitor receiptsView payment statusesiSupplier Information Flow:Rogers sends:Purchase OrdersRFI, RFQ, RFP, AuctionsImmediately available to the Suppliers via the Portal.Supplier views:WorklistPayment StatusReceiptsInvoicesSupplier responds:Acknowledges Purchase OrdersSubmits InvoicesManaging Supplier Details
4Invitation 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 registerOracle Application system linkUsername and temporary passwordContact name for further questions and informationParticipant Note: Save the link to your favourites for future access (https://isupplier.rci.rogers.com)
5Login 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” buttonParticipant Note: Neither the Username nor Password are case sensitive.
6Change 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 passwordEnter new passwordValid password must be between Five to thirty charactersValid password can be numeric, alphanumeric, or special charactersRe-enter new password for verificationClick the “Apply” buttonParticipant Note: The “Username” field is not case sensitive.
7Oracle User Home PageLogged 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 indicatedView attachmentsReassign documentRequest more information about the documentThe Navigator section offers two Responsibility options:iSupplier Portal Full AccessThis 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 AuctionsParticipant Note: User name is displayed in the top right hand corner of the page.iSupplier Portal linkNavigator list will vary depending on your relationship with Rogers
8HOME TAB#1The iSupplier Portal has 5 tabs to allow easy access to informationClicking “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 applicationLogout: to log off of the Oracle ApplicationPreferences: to update notification, formatting, passwordHelp: accesses the Oracle help index page for iSupplierTabs: provide easy navigation to the different pages of the iSupplier Portal and include:HomeOrdersShipmentsAccountSearch field:Enables the system to be searched via a document numberQuick Links:Displays a procure-to-pay flow through iSupplier PortalClick any link to go directly to the corresponding pageNotifications:Rogers electronic messages waiting for reviewOrders at a Glance:View the five most recent POs and detailsParticipant Note: Click the “Full List” button to view complete lists.
9Search Options#1The portal home page’s search field enables the system to be searched via document number. Quickly find information about:Purchase OrdersShipmentsInvoicesPaymentsSelect which type of document you would like to search for in the first boxEnter the document number in the second box and click the “GO” buttonIconsCalendar: allows dates to be quickly inserted into a fieldSearchEditDeleteManage DetailsShow: Expand to show detailsHide: Minimize detailsRadio ButtonSpecial Search Characters”%”: this is used as a wildcard to search for generic terms”-” (the hyphen) and “_” (underscore)All other special characters are ignoredDo 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 pageNote: An ”*” next to an input field indicates that it is mandatory. Information must be entered in the field.
10Advanced Searches#1iSupplier Advanced Search defaults to searching for all values enteredTo 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” hyperlinkThe “Advanced Search” screen will displayEnter required parameters and valuesClick the “Go” buttonThe 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 dateTo add another search field:Click the “Arrow” buttonChoose selection criteriaClick the “Add” buttonEnter information in field
11Advanced Searches (cont’d) #1The 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” buttonSearch criteria will be displayedSelect the radio button next to the desired result and click the ”Select” button, orClick the Quick Select icon next to the desired resultAdvanced Search screen is displayed with the field populatedParticipant 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”.
12ORDERS TAB#2The 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 ordersMake change requests to purchase ordersSplit shipmentsCancel ordersPO revision historyThe following functions are available:Perform an advanced searchView purchase orders and attachmentsRequest cancellationsRequest changes, including splitting shipmentsView change historyExport
13Purchase Order History #2Purchase Order History sectionThe following functions are available:Search for details of the revision history of purchase orderSimple or advanced searchView resulting list of revised purchase ordersView all changes a specific purchase order has undergoneCompare a purchase order to:Original purchase orderPrevious purchase orderAll other purchase ordersExport a purchase order
14View Purchase Orders #2 Click on the PO # to open To view purchase orders:Click the “Orders” tabView the default list of the “last 25 Purchase Orders”, orClick the “Down Arrow” to select from:All Purchase OrdersPurchase Orders to AcknowledgePurchase Orders Pending Supplier ChangeThe following tasks are possible:Request cancellationRequest changesView change historyExportPerform an advanced searchView Purchase Order details (to view the details click the purchase order number)Click on the PO # to open
15View PO Details #2 Additional Purchase Order processes ROGERS’ SUPPLIERSmith, JoeAdditional Purchase Order processesThe purchase orders details page displays:Header:General informationTerms and conditionsBill to addressShip to addressLine items:TypeItemSupplier termDescriptionQuantityPriceAmountStatusReasonGlobal AgreementAttachmentsPrice DifferenceParticipant Note:Click the “Show” button to view detailsClick the “Hide” button to hide details
16Viewing Purchase Order Details View Change History#2Viewing Purchase Order DetailsROGERS’ SUPPLIERSmith, JoeTo view the Change History for purchase orders:Click the “Orders” tabOn the “Purchase Order” screen click the “Purchase History” linkThe “Change History for Order” screen is displayedReview the information availableClick the “OK” button to return to the “Purchase Order” screenTo return to PO screen
17Request Cancellation #2 Action indicator for the PO ROGERS’ SUPPLIERSmith, JoeAction indicator for the POTo Request the cancellation of a Purchase Order:Click the “Show” button to view line detailsClick the “Request Cancellation” buttonFill in reason for cancellationSelect “Cancel” from the dropdown menu under the “Action” columnClick the “Submit” button
18Order Cancellation Confirmation #2The Cancellation order confirmation will display to indicate that the request has been submitted.Click the “Return to Purchase Order Summary” link
19Request Changes#2ROGERS’ SUPPLIERSmith, JoeThe following fields are available to make Request changes to:Header:Supplier order numberDetails:PriceSupplier itemReasonShipments:Quantity orderedPromised dateSupplier order lineSplit shipmentsAction (cancel or change)“Additional Change Requests” information area to add addition changes as required
20Splitting Shipments #2 To request to split a shipment: Click the “Orders” tab and then click “Purchase Orders” linkSearch for and select a purchase order and then click the “Request Changes” buttonOn the “Change Purchase Order” screen click Show to display shipment details.Click the split icon on the desired shipment lineNote: Another row is added for the split shipmentIn the “Quantity Ordered” field of the first shipment line, enter a new quantityIn the “Quantity Ordered” field of the second shipment line, enter the new quantityChange the Promised DateEnter the Supplier Order LineEnter a reason for splittingSelect an action for changeClick the “Submit” buttonNote: You can split a shipment as many times as needed. To create more shipment lines, click the split icon.
21Print a Purchase Order #2 To print purchase orders: ROGERS’ SUPPLIERSmith, JoeTo print purchase orders:Click the “Orders” tab and then click the “Purchase Orders” linkClick the PO Number of the purchase order to printClick the “Printable View” buttonA File Download window is displayed with the options of opening the file or saving itIf 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 windowIf 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
22Example of a Printable Purchase Order #2Smith, Jane
23Export a Purchase Order #2ROGERS’ SUPPLIERSmith, JoeTo export purchase orders:Click the “Orders” tab and then click the “Purchase Orders” linkClick the PO Number of the purchase order to exportClick the “Export” buttonA File Download window is displayed with the options of opening the file or saving itIf the file is opened, it will appear as a csv file in Excel that can be modified as required, close the Excel window when finishedIf 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
25SHIPMENTS TAB#3iSupplier 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 goodsReturnsShipping features including:Alerting the buyer of upcoming shipmentsExpediting receipts and payments for RogersiSupplier enables the following Shipping related tasks:View the need by date of Supplier’s Purchase OrdersView existing shipmentsView delivery schedulesView overdue shipment receipts
26Delivery Schedules#3Rogers’ SupplierRogers’ SupplierThe Delivery Schedules screen displays the need by date of the Supplier’s Purchase Orders from RogersRogers’ SupplierRogers’ SupplierRogers’ SupplierRogers’ SupplierRogers’ Supplier
27Receipts #3 The Receipt Transactions screen includes: SupplierThe Receipt Transactions screen includes:Search for receiptsSimple or advanced searchExplore historical views of receipts and attachments recorded for shipped goodsParticipant Note: Click “Receipt Number” or “Purchase Order Number” to view further details.
28Returns #3 The Returns screen includes: View return history and detailsSearch shipment information
29Overdue Receipts #3 From the Overdue Receipts screen you can: ROGERS’ SUPPLIERSmith, JoeFrom the Overdue Receipts screen you can:View details of past due shipmentsSearch for documentsExport documents
30On-Time Performance#3The 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 documentsSimple and advancedView your performance for timelines of deliveriesExport documents
31ACCOUNT TAB#4Invoice and payment information plus invoice statuses and submitting invoices for payment can be accessed through the Account Tab.
32Invoices #4 There are two methods available for Invoicing Rogers: NAPPC: the current paper-based processCreating Invoicing in iSupplierInvoice 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 invoicesView list of saved, un-submitted invoicesUpdate and submit invoicesPerform the first step of creating an invoice
33Create 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” linkOn the Create Invoice: Submit Invoices screen click the “Create Invoice” buttonOn the Create Invoice: Select Purchase Order screen enter the search criteria and click the “Go” buttonSelect the items to be invoiced and click the “Add Items to Invoice List” buttonClick the “Next” button when finished adding itemsSmith, Joe
34Add 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” buttonParticipant 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.
35Add General Information #4Click 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 descriptionClick the “Next” button
36Review and Submit Invoices #4Rogers’ SupplierOn the Create Invoice: Review and Submit screen, review invoice you have enteredClick the “Submit” button if all the information is correctClick the “Save for Later” button to save the invoice created to be submitted at a later timeA confirmation screen is displayed, to print the invoice click the “Print” buttonTo create another invoice click the “Create Another” button
37View Invoices#4The Invoice Summary Results screen displays the history of all invoices by the supplier to Rogers. Search criteria includes:Invoice numberInvoice dateDue datePayment statusInformation 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.
38View Payments #4 From the ‘View Payments” screen: Search for payments View history of all paymentsExport documents
39Print Invoices#4Rogers’ SupplierSelect File > Print from the browser’s menu or “Ctrl + P” to access the printing function.
40ADMIN TAB#5Profile Management enables maintenance of key profile details used to establish and maintain business relationship with Rogers.Rogers’ SupplierFrom the Profile Management screen:View your supplier detailsView attachmentsSearch for attachmentsAdd attachmentsAccess and update the following pages:Address BookContact DirectoryBank AccountsUser Accounts
41Maintain Supplier Profiles #5Supplier (self-service) record maintenance enables:Effective supplier representationAccurate and up-to-date record maintenanceEfficient business relationship with RogersUploading of documents to enhance profileSupplier Maintenance includes the following information:Supplier details (Supplier Name, Supplier Number, Taxpayer ID)Address informationNames of main contactsBanking details
42Supplier 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’ SupplierAccess “Profile Management” from the Admin Tab. The following information is displayed:Supplier nameSupplier numberTaxpayer ID (GST/HST)Tax Registration Number (QST)DUNS NumberAttachmentsThe following tasks are possible:Add or change profile informationSearch for and view attachmentsAdd attachments ( i.e., tax documents)To search for attachments:Enter name of attachment in search fieldClick Down Arrow to access more search options and fill search fieldsClick the “Go” buttonSelect the desired attachment from listTo add an attachment:Click “Add Attachment” button
43Add Attachments #5 To add an Attachment, complete the following: Rogers’ SupplierTo add an Attachment, complete the following:Click the “Add Attachments” buttonOn the “Add Attachments” screen enter a description in the “Attachment Summary Information” sectionUnder the “Define Attachment” section select the appropriate Type:File: click the “Browse” button to locate the file to be attached.URLTextA name can be provided for the attachment in the “Name” fieldOnce all parameters are determined click the “Apply” button to add the attachment, orTo add an additional attachment click the “Add Another” button
44Address Book #5 To add a new address complete the following: From the “Supplier Details” screen click the "Address Book" linkClick 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)CountryAddressCityProvince/StatePostal CodeNote (Please insert either “Remit To” or “Purchase from”, as required)Phone and fax numbers, as requiredaddress, as requiredClick the “Apply” buttonNote: 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 deletedNote: 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 modifiedOn the “Manage Bank Account Assignments” screen select/deselect as required the following two options:Used by AddressPrimary AccountNote: 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 modifiedOn the “Edit Address” screen complete any of the fields requiredNote: The system will display a confirmation message that the address has been modified.
45Contact 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” linkClick the “Add” button on the Contact Directory screen to add a new contractOn the “Add Contact” screen complete the following fields:Contact Title (i.e., Dr., Miss, Mr., Mrs., Ms., Sir)First NameLast Name (only required field)Job TitleAddressPhone Area CodePhone NumberPhone ExtensionFax Area CodeFax NumberClick the “Apply” buttonNote: 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 deletedNote: The system will display a confirmation message that the contract has been deletedTo link a contact to an address:Click the Manage Details icon in the row of the contact to be to linkOn the “Manage Address Details” screen in the “Address Type” field select “Addresses available to be linked to the contact” from dropdownTo limit the results returned enter any address information into the fields provided and click the “Go” buttonSelect the checkbox to the left of the address or addresses to be linked to the contactClick the “Add Link to Contact” buttonNote: 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 contactSelect the checkbox to the left of the address or addresses remove the link fromClick the “Remove Link to Contact” buttonNote: 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 requiredClick the Edit icon in the row of the contact to be modifiedNote: The system will display a confirmation message that the address has been modified.Select desired address to link to
46Bank Accounts Page#5The 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” linkClick the “Add New” button on the Bank Accounts screen to add a new bank accountOn the “Add Bank Account” screen complete the following fields:Bank NumberBranch NumberBank Account numberBank Account NameAccount TypeDescriptionCheck digitsInactive DateAccount HolderParticipant Note: Only fields with an “*” are mandatoryUnder the Address Assignments section select the appropriate responseIf copying the address information from another account click the “Copy from Another Account” buttonAdd any comments and click the “Apply” buttonNote: The system will display a confirmation message that the new bank account has been createdParticipant 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.