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GEtServices Services Training For Suppliers Direct Orders.

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Presentation on theme: "GEtServices Services Training For Suppliers Direct Orders."— Presentation transcript:

1 GEtServices Services Training For Suppliers Direct Orders

2 2 / GE / November 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 Requester Supplier Requester

3 3 / GE / November 2004 Table of Contents 1. Adding Consultants 2. Review and Accept Draft Order 3. Submit Receipts 4. Audit Trail and Conferencing 5. Add Supplier User (Admin Only) 6. Modify Supplier User (Admin Only) 7. Consolidate Notifications

4 4 / GE / November Login to GEtServices

5 5 / GE / November 2004 Accept Draft Order Submit Receipt 2 1 Supplier Services Tasks: Step 1 Submit Receipts for completed services Review Draft Order, modify and return to GE or Accept

6 6 / GE / November 2004 What is a Direct Order? Order Items Services Upon Delivery Fixed Date Recurring Payment Content SOW File Attachments Details Order Name Description Start and End Dates Supplier File Attachments General A Direct Order is sent by a GE user to a single supplier for their review and acceptance.

7 7 / GE / November 2004 Adding Consultants * A consultant needs to be added to the order if he/she has been issued a SSO ID and GE badge * If a supplier does not need to add a consultant, please proceed to slide 16

8 8 / GE / November 2004 Adding Consultants Access “Submitted Draft Order” from Message Center or select “Order” from top menu and then ”Order Name”

9 9 / GE / November 2004 Adding Consultants Click “Order Items”

10 10 / GE / November 2004 Adding Consultants Click “Contingent Staff”

11 11 / GE / November 2004 Adding Consultants Click “Add Ad Hoc Candidate”

12 12 / GE / November 2004 Adding Consultants Click “Next” Enter Required Information To track consultants, the supplier user must select “Consultant” in the “Candidate Type Information” section

13 13 / GE / November 2004 Adding Consultants Enter Required Information Click “Next”

14 14 / GE / November 2004 Adding Consultants Review and click “Finish”

15 15 / GE / November 2004 Adding Consultants Information updated. Repeat process to add additional consultants Consultant can be deleted from the order by clicking “Remove” “Send to Buyer for Review” Review items and make changes where necessary

16 16 / GE / November 2004 Review and Accept Draft Order

17 17 / GE / November 2004 Review and Accept Draft Order Access “Submitted Draft Order” from Message Center or select “Order” from top menu and then ”Order Name”

18 18 / GE / November 2004 Review and Accept Draft Order Review items and make changes where necessary Click “Accept Draft Order” NOTE: Order can be forwarded to a different registered contact

19 19 / GE / November 2004 Review and Accept Draft Order Click “OK”

20 20 / GE / November 2004 Review and Accept Draft Order Status updates to “Supplier Accepted Draft”

21 21 / GE / November 2004 Accept Draft Order Submit Receipt 2 1 Supplier Services Tasks: Step 2 Submit Receipts for completed services Review Draft Order, modify and return to GE or Accept

22 22 / GE / November 2004 Access “Active Order” from Message Center or select “Orders” from top menu and then “Order Name” Submit Receipts

23 23 / GE / November 2004 Click “Receipts” Submit Receipts

24 24 / GE / November 2004 Click “Enter Receipts” Submit Receipts

25 25 / GE / November 2004 Submit Receipts Select the order line item that you wish to submit a receipt for Click “Enter Receipt Details”

26 26 / GE / November 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. When entering the receipt amount, DO NOT include tax

27 27 / GE / November 2004 Submit Receipts Repeat the process and add as many receipts as needed

28 28 / GE / November 2004 Submit Receipts Review and click “Submit for Approval” Receipts will stay in “Draft” status until submitted for approval

29 29 / GE / November 2004 Receipts Submitted Note: Receipt status updates to “Pending Approval”

30 30 / GE / November 2004 Audit Trail View changes / actions performed on the order. Conferencing Centralized messaging forum for team members and/or suppliers.

31 31 / GE / November 2004 Audit Trail A user can click “Audit Trail” to see changes / actions performed on the order

32 32 / GE / November 2004 Conferencing A user can click “Conferencing” to centralize a messaging forum with team members and/or suppliers for all to view

33 33 / GE / November 2004 Add Supplier User

34 34 / GE / November 2004 Add Supplier User Access “User Management”’ from System Set Up

35 35 / GE / November 2004 Add Supplier User Click “Create Supplier User”

36 36 / GE / November 2004 Add Supplier User Enter Required Information Click “Save” Note: Administrative Permission gives users access to “User Management” and “Candidate Management”

37 37 / GE / November 2004 Supplier User Added Note: Locations assigned will determine access to Requests and Orders Click “Edit” to modify

38 38 / GE / November 2004 Modify Supplier User Change Primary Contact

39 39 / GE / November 2004 Modify Supplier User Access “User Management”’ from System Set Up

40 40 / GE / November 2004 Modify Supplier User Click “Employee Name”

41 41 / GE / November 2004 Modify Supplier User Click “Edit”

42 42 / GE / November 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

43 43 / GE / November 2004 Consolidate Notifications

44 44 / GE / November 2004 Consolidate Notifications Access “User Profile”’ from System Set Up

45 45 / GE / November 2004 Consolidate Notifications Click “Edit”

46 46 / GE / November 2004 Consolidate Notifications Click “Consolidated” Enter Required Information\ Click “Save” Notifications are only to be set to “ON” or “CONSOLIDATED”. Do not select “OFF”.

47 47 / GE / November 2004 Consolidate Notifications Information Updated


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