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GEtServices Services Training For Suppliers Requests/Proposals.

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Presentation on theme: "GEtServices Services Training For Suppliers Requests/Proposals."— Presentation transcript:

1 GEtServices Services Training For Suppliers Requests/Proposals

2 2 / GE / November 2004 Overall GEtServices Process Select Proposal Submit Proposal Create Request 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 Requester Supplier Oracle iProcurement Punch-Out Oracle GEtServices

3 3 / GE / November 2004 Table of Contents 1. Review Request and Create Proposal 2. Adding Consultant(s) 3. Review and Accept Draft Order 4. Submit Receipts 5. Audit Trail and Conferencing 6. Add Supplier User (Admin Only) 7. Modify Supplier User (Admin Only) 8. Consolidate Notifications

4 4 / GE / November Login to GEtServices

5 5 / GE / November 2004 Respond to Request Accept Draft Order 2 1 Supplier Services Tasks: Step 1 Submit Receipts for completed services Review Draft Order, modify and return to GE or Accept Review Request and Submit Proposal Submit Receipt 3

6 6 / GE / November 2004 What is a Request? A Request is a detailed explanation of the services to be provided. It is sent from the GE user to the supplier(s) to respond with a proposal. Request Items Services Upon Delivery Fixed Date Recurring Payment Content SOW File Attachments Questions Question Groups Apply & Normalize Weights Require supplier response Details Request Name Description Start and End Dates Response Deadline Location File Attachments General

7 7 / GE / November 2004 Create Proposal Access “new Request” from Message Center or select “Requests” from top menu and then ”Request Name”

8 8 / GE / November 2004 Create Proposal Review items

9 9 / GE / November 2004 A proposal is a supplier’s response to a request. Details Request Name Description Start and End Dates Total Amount Location Supplier General What is a Proposal? Proposal Items Services Upon Delivery Fixed Date Recurring Payment Content SOW File Attachments Questions Question Groups Apply & Normalize Weights Require supplier response

10 10 / GE / November 2004 Create Proposal Click “Create Proposal” A user can forward or decline a request

11 11 / GE / November 2004 Create Proposal Click “OK”

12 12 / GE / November 2004 Submit Proposal Click “Submit Proposal” Review items and make changes where necessary A user can add an item by highlighting “Add Items” and then click “Add Fixed Deliverables”

13 13 / GE / November 2004 Status update to “Submitted” Submitted Proposal

14 14 / GE / November 2004 Respond to Request Accept Draft Order 2 1 Supplier Services Tasks: Step 2 Submit Receipts for completed services Review Draft Order, modify and return to GE or Accept Submit Receipt 3 Review Request and Submit Proposal

15 15 / GE / November 2004 Accounting Details Accounting Summary Accounting Items Order Items Fixed Deliverables Upon Delivery Fixed Date Recurring Payment Content SOW File Attachments Details Order Name Description Start and End Dates Total Amount Location Supplier General An Order is the agreement with the supplier to provide the requested services. What is an Order?

16 16 / 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

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

18 18 / GE / November 2004 Adding Consultants Click “Order Items”

19 19 / GE / November 2004 Adding Consultants Click “Contingent Staff”

20 20 / GE / November 2004 Adding Consultants Click “Add Ad Hoc Candidate”

21 21 / 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

22 22 / GE / November 2004 Adding Consultants Enter Required Information Click “Next”

23 23 / GE / November 2004 Adding Consultants Review and click “Finish”

24 24 / GE / November 2004 Adding Consultants Information updated. Repeat process to add additional consultants Consultant can be deleted from the order by clicking “Remove” Review items and make changes where necessary “Send to Buyer for Review”

25 25 / GE / November 2004 Review and Accept Draft Order

26 26 / 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”

27 27 / GE / November 2004 Review and 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

28 28 / GE / November 2004 Review and Accept Draft Order Click “OK”

29 29 / GE / November 2004 Review and Accept Draft Order Status updates to “Supplier Accepted Draft”

30 30 / GE / November 2004 Respond to Request Accept Draft Order 2 1 Supplier Services Tasks: Step 3 Submit Receipts for completed services Review Draft Order, modify and return to GE or Accept Submit Receipt 3 Review Request and Submit Proposal

31 31 / GE / November 2004 Submit Receipts Access “Active Order” from Message Center or select “Orders” from top menu and then “Order Name”

32 32 / GE / November 2004 Submit Receipts Click “Receipts”

33 33 / GE / November 2004 Submit Receipts Click “Enter Receipts”

34 34 / GE / November 2004 Submit Receipts Select the order line item that you wish to submit a receipt for Click “Enter Receipt Details”

35 35 / GE / November 2004 Submit Receipts Enter Required Information Click “Save” When entering the receipt amount, DO NOT include tax 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.

36 36 / GE / November 2004 Submit Receipts Repeat the process and add as many receipts as needed

37 37 / GE / November 2004 Submit Receipts Review and click “Submit for Approval” Receipts will stay in “Draft” status until submitted for approval

38 38 / GE / November 2004 Receipts Submitted Note: Receipt status updates to “Pending Approval”

39 39 / GE / November 2004 Audit Trail View changes / actions performed on the order. Conferencing Centralized messaging forum for team members and/or suppliers.

40 40 / GE / November 2004 Audit Trail A user can click “Audit Trail” to see changes / actions performed on the order

41 41 / GE / November 2004 Conferencing A user can click “Conferencing” to centralize a messaging forum with team members and/or suppliers for all to view

42 42 / GE / November 2004 Add Supplier User

43 43 / GE / November 2004 Add Supplier User Access “User Management”’ from System Set Up

44 44 / GE / November 2004 Add Supplier User Click “Create Supplier User”

45 45 / GE / November 2004 Add Supplier User Enter Required Information Click “Save” Note: Administrative Permission gives users access to “User Management” and “Candidate Management”

46 46 / GE / November 2004 Supplier User Added Note: Locations assigned will determine access to Requests and Orders. Click “Edit” to modify

47 47 / GE / November 2004 Modify Supplier User Change Primary Contact

48 48 / GE / November 2004 Modify Supplier User Access “User Management”’ from System Set Up

49 49 / GE / November 2004 Modify Supplier User Click “Employee Name”

50 50 / GE / November 2004 Modify Supplier User Click “Edit”

51 51 / GE / November 2004 Modify Supplier User Click “Save” 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

52 52 / GE / November 2004 Consolidate Notifications

53 53 / GE / November 2004 Consolidate Notifications Access “User Profile”’ from System Set Up

54 54 / GE / November 2004 Consolidate Notifications Click “Edit”

55 55 / 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”.

56 56 / GE / November 2004 Consolidate Notifications Information Updated


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