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Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR. Warning This.

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Presentation on theme: "Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR. Warning This."— Presentation transcript:

1 Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR. Warning This document is the property of United Technologies Corporation (UTC). You may not possess, use, copy or disclose this document or any information in it, for any purpose without UTC's express written permission. Neither receipt nor possession of this document alone, from any source, constitutes such permission. Possession, use, copying or disclosure by anyone without UTC's express written permission is not authorized and may result in criminal and/or civil liability. This document explains how vendors can register for access to P&W’s SRM (Supplier Relationship Management) system (a.k.a. “mySAP SRM”) via P&W’s “Online Services” ePortal. For the purpose of this document, we will refer to this system as just “SRM ” For help or more information,please contact the P&W SRM team at ; srmhelp@pw.utc.com

2 The “Online Services” portal (a.k.a. the e-Portal) is located on the web at: https://portal.pw.utc.com You will need this link again, therefore “Bookmark It” now. Your login ID (User ID) is (or will be) your e-mail address. Your password is automatically provided by P&W within ~24 hours of the first time that you register and are approved. Once registered, your password can be changed at any time from the “login” screen. If you forget (or forgot) your password, a new one can be requested from this same “login” screen. The new one will be sent to the e-mail address you used when you registered for the “Online Services” portal. Getting to the Log-On screen of P&W’s “Online Services” Portal Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.

3 1.To access P&W’s “Online Services” portal, you’ll need your company’s registration code (also called the “company code”). If you know yours, go to step 2. Otherwise you’ll have to obtain one from your P&W contact in the purchasing organization or the SRM point of contact at your company before you can proceed. 2.Go to the log-in page of the P&W “Online Services” portal by typing the following link into the URL area of a browser window. https://portal.pw.utc.com Note: although the portal should work with most browsers, P&W only supports IE (Internet Explorer) 5.0-7.0 If you already have portal access, then login & look for the “Online Services Universal Registration” gadget. Click on the link “Request Additional Resources” then skip to step 7. If you have never used P&W’s “Online Services” portal, then go to step 3. 3.Look for & click on the “Register Here” link. In the next pop-up window titled “Do you know your company’s Registration code?”, click on the link “Enter the Universal Registration Tool” just below “Yes”. 4.In this screen “Welcome to Universal Registration” enter your company’s registration code (this is the code that you received from your P&W contact in the purchasing organization) and click “Continue”. 5.On this next screen “Account Set Up - Step 1 of 4” you’ll need to enter your e-mail address twice & agree to the T&C’s for your use of the portal, then click “Continue” 6.The next screen, “Account Set Up - Step 2 of 4” will ask you to fill out your contact information. Fields marked in bold are required. Fill this out as requested and then click “Continue” Registration for P&W’ s“Online Services” portal and the SRM application Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.

4 7.You’ll be brought to the page “Account Set Up - Step 3 of 4” where you can make your resource selections. 8.Select “SRM” from the available choices (it may be the only choice). The page will refresh and will now show you the resource/role options of “Bidder-SUS”,“Invoicer- SUS” and “Process Order-SUS”. You can pick one, all or any combination of these roles. Important - full use of the SRM application requires access to all three roles. Some companies may split the responsibilities between three separate people, others may have one person do all three functions. It is up to your company to decide how to assign roles and responsibilities. 7.Answer the question as to whether you have had access to P&W’s SAP system. If in doubt, check off “No”. Now click “Continue”. 8.This next screen will show you what resource/role combination(s) you are requesting. You’ll need to type a reason as to why you are requesting the “SRM” resource. Once finished click on “Submit Request” 9.You’ll get a screen that says “Thank you for submitting you request. Please be patient as your request should be approved within 7 business days”. The approval of this resource first goes to your “Client Administrator”(also known as your Site or IT Administrator) at you company and then to the P&W purchasing organization. Normally this does not take 7 days, but the message is erring on the safe side. Slides 5 thru 15 show you screen shots of the process described above. Slides 16 thru 22 show you what happens after you log into “Online Services”. Registration for P&W’ s“Online Services” portal and the SRM application (cont’d) Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.

5 Typing : https://portal.pw.utc.com will bring you to this screenhttps://portal.pw.utc.com Where can I find Pratt & Whitney’s “Online Services” portal and how do I register? Click on the link, “Registration Information”

6 Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR. Looks for paragraph 4 and click on this link : https://registration.pw.utc.com/ur_public/userPage/newuser.jsp?div=2359 Entering the Universal Registration tool

7 Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR. Entering the Universal Registration tool cont.. Enter your company’s registration code into the “Company Code” box,

8 Entering the Universal Registration tool – Step 1 Enter your E-mail address twice. Click on the check box indicating that you’ve consented to the T&C’s and then click “Continue”. Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.

9 Account Set Up - Step 2 - User information form Fill out or update the info. on this page. BOLD/Red fields are mandatory. Press “Continue” to go to the next screen Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.

10 Account Set-up Screen - Step 3 This screen shows the resources that are available to you. It is based on your company’s registration code. Most companies will have smaller lists then what is shown below. Scroll down until you see the “SRM” resource. Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.

11 Account Set-up Screen - Step 3 continued Select the SRM resource by placing a check mark here. The screen will blink and then….. Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.

12 ..these roles will appear. Put a check in the box for the “Bidder-SUS”, “Invoicer-SUS”, “Process Order-SUS”, or any combination of the three and then click “ADD” You’ll also need to answer this question as to whether you have had access to P&W’s SAP system, if in doubt, check off “No”. Account Set-up Screen - Step 3 continued Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.

13 ….scroll to the top (or bottom) of the screen and press “Continue” Account Set-up Screen - Step 3 continued Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.

14 Submittal screen Fill out the reason for requesting this resource and the press “submit request”. Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.

15 Confirmation screen …. you will receive a message something like this. Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.

16 Typing : https://portal.pw.utc.com will bring you to this screenhttps://portal.pw.utc.com Login is your email address Password assigned by P&W To change your password If you forgot your password How do I log onto Pratt & Whitney’s “Online Services” portal? Check off this box that you understand the T&C’s of the portal

17 Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR. Once you have entered your login credentials, you will be brought to either one of these two pages: the “Home” page or the “Home - Supplier” page, Landing page will be either “Home” or the “Home-Supplier” community

18 Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR. Getting to the Home Supplier community If you do not automatically land on the “Home-Supplier” page, then just look for the “Home -Supplier” option in the drop down menu from the “Communities” tab OR click on the “+” in the community area of the easy navigator gadget and look for the “Home - Supplier” community

19 Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR. Navigating from the the “Home – Supplier” community Once you are on the “Home-Supplier” community home page, you can navigate to the SRM Community page, by clicking on the “SRM” link. The SRM community page will look something like this. Information regarding the system will be posted here, so make sure you look around before you enter SRM SUS application. You can launch into SRM by clicking on this link above

20 Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR. How to Access the SRM instructions and training material The PowerPoint file for SRM Vendor training is be available on the “Online Services” portal, in this gadget below.

21 Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR. How to open up the SRM instruction materials and how to save them To open up an SRM Vendor Training file, left click on the file/link. A separate viewer window may open up, which may take a minute or so, be patient. You can only view the file using this method. If you want to save a file to your computer so you can view it or print it out then follow these instructions. Right-click on that link and chose "Save Target As" which will open up another dialog box an that will allow you to save the file to your computer. From there you can print it, and read it, etc... To open up an SRM Vendor Training file, left click on the file/link. A separate viewer window may open up, which may take a minute or so, be patient. You can only view the file using this method. If you want to save a file to your computer so you can view it or print it out then follow these instructions. Right-click on that link and chose "Save Target As" which will open up another dialog box an that will allow you to save the file to your computer. From there you can print it, and read it, etc...

22 If you need to get access to SRM (or any new resources) go to any “Online Service Universal Registration” gadget (the Home community and the Home-Supplier Community are shown below) and click “Request New Resources” and follow steps 7 thru 11 in the 4 th slide. Current Users of Online Services, how to register for SRM… Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.

23 For help or more information about the SRM application on P&W’s Online Services Portal, please contact the P&W SRM team at: srmhelp@pw.utc.com Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.


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