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PO – PO Acknowledge & Invoice. Option 1 : To Acknowledge PO You will receive an email from GEP as shown beside. A. PO details will be attached in the.

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Presentation on theme: "PO – PO Acknowledge & Invoice. Option 1 : To Acknowledge PO You will receive an email from GEP as shown beside. A. PO details will be attached in the."— Presentation transcript:

1 PO – PO Acknowledge & Invoice

2 Option 1 : To Acknowledge PO You will receive an from GEP as shown beside. A. PO details will be attached in the form of PDF file. B. You can acknowledge the PO by clicking on the “Acknowledge” button. C. You will get the acknowledgement message as shown beside. Option 1 : To Acknowledge PO You will receive an from GEP as shown beside. A. PO details will be attached in the form of PDF file. B. You can acknowledge the PO by clicking on the “Acknowledge” button. C. You will get the acknowledgement message as shown beside. A B C

3 Option 2 : To Acknowledge PO You will receive an from GEP as shown beside. A. You have to click on the link “Click here”. B. Now you will land to the page shown beside, where you need to enter your login credentials. Option 2 : To Acknowledge PO You will receive an from GEP as shown beside. A. You have to click on the link “Click here”. B. Now you will land to the page shown beside, where you need to enter your login credentials. B A

4 Upon a successful login C. Place the cursor on “Procurement” tab and then click on “Orders”. D. On the card you will find the status as “Sent by Buyer”. E. Click on the latest order awaiting your acknowledgement. F. Acknowledge the order by clicking on the button “Acknowledge Order” Upon a successful login C. Place the cursor on “Procurement” tab and then click on “Orders”. D. On the card you will find the status as “Sent by Buyer”. E. Click on the latest order awaiting your acknowledgement. F. Acknowledge the order by clicking on the button “Acknowledge Order” F C C E D

5 G. You will find the dialogue box stating “Order Acknowledged Successfully”. H. You will then land on the main page where the card status will be changed to “Partner Acknowledged” from “Sent by Buyer”. G. You will find the dialogue box stating “Order Acknowledged Successfully”. H. You will then land on the main page where the card status will be changed to “Partner Acknowledged” from “Sent by Buyer”. G H

6 Change Request : A. If you have anything to be change in order send by the buyer then click on “Change Request” button instead of Acknowledge Order. B. You have to make the necessary changes in the “Item” Tab. C. Click on Edit button. Change Request : A. If you have anything to be change in order send by the buyer then click on “Change Request” button instead of Acknowledge Order. B. You have to make the necessary changes in the “Item” Tab. C. Click on Edit button. B C A

7 D. You can make changes in the Quantity ordered and in the unit price. E. Once you make the required changes then drag the black line to the right side of the screen. F. Click on the “Save” button. G. Send the order with changes to buyer for review by clicking on “Send to Buyer” button. * Your change request process has been completed successfully.* D. You can make changes in the Quantity ordered and in the unit price. E. Once you make the required changes then drag the black line to the right side of the screen. F. Click on the “Save” button. G. Send the order with changes to buyer for review by clicking on “Send to Buyer” button. * Your change request process has been completed successfully.* D E F G

8 PO Flip to Invoice : A. For creating an Invoice, order status should be “Partner Acknowledged”. B. Click on the order for which you want to create invoice. C. Click on the “Create Invoice” Button. PO Flip to Invoice : A. For creating an Invoice, order status should be “Partner Acknowledged”. B. Click on the order for which you want to create invoice. C. Click on the “Create Invoice” Button. C A B

9 D. Ensure Partner Invoice number is similar to the Order number E.g. : “Requisition – ” Note: It should be unique. E. Select remit to location which was created at the time of supplier registration process. {Note : if you do not have remit to location mapped or want to create new remit to location then please follow process mentioned in slides 10 & 11.} D. Ensure Partner Invoice number is similar to the Order number E.g. : “Requisition – ” Note: It should be unique. E. Select remit to location which was created at the time of supplier registration process. {Note : if you do not have remit to location mapped or want to create new remit to location then please follow process mentioned in slides 10 & 11.} D Requisition – E

10 How to create Remit to location : 1. Click on “Home”. 2. Click on “Click here” button. 3. You will land to the page shown beside, click on “Business information” Tab. 4. At the bottom of the same page you have a Green ribbon stating “Location”. Click on “Add Location”. How to create Remit to location : 1. Click on “Home”. 2. Click on “Click here” button. 3. You will land to the page shown beside, click on “Business information” Tab. 4. At the bottom of the same page you have a Green ribbon stating “Location”. Click on “Add Location”

11 5. Fill in all the * Mark fields and click on “Done”. 6. Upon clicking on Done, you will land to the same page as shown beside, click on “Save” button. 7. You may edit or delete the remit to location details by clicking on the “edit and delete” icons respectively. { Select Location type as remit to location and once you will click on save button your remit to location details will be ready to use in invoice creation tab.} 5. Fill in all the * Mark fields and click on “Done”. 6. Upon clicking on Done, you will land to the same page as shown beside, click on “Save” button. 7. You may edit or delete the remit to location details by clicking on the “edit and delete” icons respectively. { Select Location type as remit to location and once you will click on save button your remit to location details will be ready to use in invoice creation tab.} 5 6 7

12 F. Select appropriate Remit to location from the drop down. G. Click on the “Save” button located at the bottom of the page. H. You will get the dialogue box Invoice details saved Successfully, click on “Ok”. F. Select appropriate Remit to location from the drop down. G. Click on the “Save” button located at the bottom of the page. H. You will get the dialogue box Invoice details saved Successfully, click on “Ok”. F H G

13 I. You can select invoice quantity in “Item” tab J. Click on the “Edit” button to select invoice quantity. K. Here you can enter quantity and amount of Invoice. L. Click on the “Save” button, like wise you can edit each line items. M. Click on “Send to Buyer” button. Invoice types : i. Full invoice means you are invoicing for the full quantity of the ordered quantity. ii. Partial Invoice means you are invoicing for less quantity then the ordered quantity. iii. Excess Invoice means you are invoicing for the more quantity then the ordered quantity. I. You can select invoice quantity in “Item” tab J. Click on the “Edit” button to select invoice quantity. K. Here you can enter quantity and amount of Invoice. L. Click on the “Save” button, like wise you can edit each line items. M. Click on “Send to Buyer” button. Invoice types : i. Full invoice means you are invoicing for the full quantity of the ordered quantity. ii. Partial Invoice means you are invoicing for less quantity then the ordered quantity. iii. Excess Invoice means you are invoicing for the more quantity then the ordered quantity. J I K L M

14 GEP is a diverse, creative team of people passionate about procurement. We invest ourselves entirely in our client’s success, creating strong collaborative relationships that deliver extraordinary value year after year. We deliver practical, effective procurement services and technology that enable procurement leaders to maximize their impact on business operations, strategy and financial performance. Named a Star Performer in Everest Group’s Peak Matrix of Procurement Services Providers, Winner in the HfS Blueprint Report on Procurement Outsourcing Providers and to the Supply & Demand Chain Executive 100 for nearly a decade, GEP is also ranked a leader on Gartner’s Magic Quadrant analysis of the world’s top sourcing and procurement software providers. Clark, NJ-based GEP has ten offices and operations centers in North and South America, Europe and Asia. To learn more about GEP, please visit 100 Walnut Avenue, Clark, NJ | P | | Clark, NJ | London | Prague | Mumbai | Hyderabad | Shanghai | Mexico City | São Paulo | Singapore | Sydney


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