iSupplier Portal Supplier Training Webinar Occidental Petroleum Corporation ■ iSupplier Supplier Training Webinar ■ 2014 ■ Venisha Henderson

iSupplier Portal Supplier Training Webinar Housekeeping Please dial in to join the meeting 1 (314) 627-1518 Access Code 385-408-007 Please put your phone on mute There will be two (2) Q&A Sessions within the Webinar Please hold all questions until Q&A Sessions Submit questions through Chat Window to be read/answered by the facilitator 3 minutes for each Q& A Session Not all questions will be answered We will begin shortly!

Welcome to the iSupplier Portal Supplier Training Webinar Overview Purchasing Document Types (GBPA, CPA, SPO) Purchasing Document Line Types and Price Breaks Demo – Transactions How to access the iSupplier Portal (Email notifications/ Webpage) How to view and accept purchasing documents (GBPA/SPO) How to submit supplier charges (Invoices/Field Tickets) How to view invoices and payments How to create SPO matched invoices How to submit credit memos Support Supplier Webpage Supplier Help Desk

Welcome to the iSupplier Portal Supplier Training Webinar Overview Purchasing Document Types (GBPA, CPA, SPO) Purchasing Document Line Types and Price Breaks

Overview – Purchase Document Types Global Contract Purchase Agreement (GCPA) Global Blanket Purchase Agreement (GBPA) Standard Purchase Order (SPO)

Global Blanket Purchase Agreement (GBPA) Used to instrument Statements of Commercial Terms of Master Agreements or Stand Alone Contracts. Allow better managing of supplier price books. Oxy can create Standard Purchase Orders (SPO) against the GBPAs to request materials or services. Supplier can electronically submit matched to SPO invoices for those materials and services If enabled, Supplier could also submit Supplier Charges against the valid GBPAs to invoice materials and services requested by Oxy representatives.

Standard Purchase Agreement (SPO) Used as Stand Alone Agreement for one-time purchases of materials or services when the description of the goods/services, pricing, quantities and delivery schedule are known. Used to order against Global Blanket or Contract Purchasing Agreement. SPO lines may reference to the applicable GBPA or GCPA.

Overview – PO Line Types Goods – Material item description, UOM and rate are populated in price book. Rates can contain price breaks Services – Service item description, UOM/Rate are populated in price book. Rates can contain price breaks Amount Based Services – Services items, total amount is known (lump sum), quantity field is used as the “amount field”. UOM is the currency and the rate is $1 Price on Demand – Unplanned services/material/other charges that are not specifically defined in the supplier’s price book

Overview – PO Lines Types (continued) 3rd Party – Services/Materials provided by a 3rd party(subcontractor). Not specifically defined in the price book Reimbursable – Expenses to be reimbursed based on an expense report. Not specifically defined in the price book Sales Tax – Sales tax Tax Other – Taxes that are not sales tax i.e. well servicing tax Freight – Transportation costs charge separately from material/services cost

Overview – Price Breaks Price Breaks: Some PO Line items will contain Price Breaks. Price breaks occur whenever the GBPA contains complex pricing for the supplier charges submitted Price breaks can be a service, goods or price on demand PO Line type The price is determined by either the quantity and/or the date range Price breaks are indicated by the missing rate in the rate field of the supplier’s pricebook

Process Overview – Purchasing Document Negotiate Pricing Purchasing Document Created (GCPA/GBPA/SPO) Supplier Receives Notification (Via E-mail and iSupplier Portal) Purchasing Document SPO? Acknowledgement Required Yes No Agreement Active

Q & A Session Please submit all questions through Chat Window 3 minutes for Q&A Session Please limit questions to only the functionalities of iSupplier and not specific to your company Not all questions will be answered due to limited time

Welcome to the iSupplier Portal Supplier Training Webinar Demo – Transactions How to access the iSupplier Portal (Email notifications/ Webpage)

DEMO – How to access the iSupplier Portal (Email notifications/ Webpage) Supplier can access the iSupplier Portal via: Webpage Email Notifications

DEMO – How to access the iSupplier Portal via the webpage Suppliers can access the iSupplier Supplier Webpage by going to www.oxy.com, or To directly access the iSupplier Portal Login Screen, enter the following link in the address bar: http://oxysupplier.oxy.com/OA_HTML/AppsLocalLogin.jsp

DEMO – How to access the iSupplier Portal via the webpage (continued) Click on the Our Businesses tab at the top of the page

DEMO – How to access the iSupplier Portal via the webpage (continued) Under the Our Business section – Oil and Gas, click on the Doing Business With Us hyperlink

DEMO – How to access the iSupplier Portal via the webpage (continued) Under the Registered Suppliers section, click on the iSupplier Portal Access “here” hyperlink to access the iSupplier Portal

DEMO – How to access the iSupplier Portal via the webpage (continued) Enter User Name and Password, then click on the Login button

DEMO – How to access the iSupplier Portal via the email notification. An email Notification will inform the Supplier that they can review the Purchasing Document or may require that they electronically accept or reject the Purchasing Document within the portal Action Required No Action Required

DEMO – How to access the iSupplier Portal via the email notification. For GBPAs a Review notification is sent the Supplier

DEMO – How to access the iSupplier Portal via the email notification (continued) For SPOs, suppliers must accept the purchasing document and will receive an email notification to take action

DEMO – How to access the iSupplier Portal via the email notification (continued) Enter User Name and Password, then click on the Login button

Welcome to the iSupplier Portal Supplier Training Webinar Demo – Transactions How to view and accept purchasing documents (GBPA/SPO)

DEMO – How to view and accept purchasing documents (GBPA/SPO) View SPO/ GBPA Header section Provides key document information View SPO/ GBPA Lines information section Provides the specific detailed data of the services and/or materials requested by Oxy View Purchasing Document File section Shows the original purchasing document Shows scanned signed copy of purchasing document

Welcome to the iSupplier Portal Supplier Training Webinar Demo – Transactions How to submit supplier charges (Invoices/Field Tickets)

Process Overview – Supplier Charges (Applies to Executed Valid Contract that are already in place) Supplier performs work at site Supplier Creates and Submits Supplier Charges (Field Ticket or Invoice) Link to GBPA Pricing Oxy Confirms or Rejects the Supplier Charges Notification sent to Supplier Of Supplier Charges Confirmed Supplier Charges STATUS Confirmed Supplier Charges STATUS Rejected Purchase Requisition Automatically Created Notification sent to Supplier Of Supplier Charges Rejection Purchase Order Automatically Created (linked to the GBPA) Invoice Match Supplier Corrects and Re-submits the Supplier Charges

Process Overview – Supplier Charges Contains PO Line types from supplier price book Supplier Charges Types: Field Ticket and Invoices Field Tickets: Submit if your field ticket is going to become the invoice, by confirming the field ticket, Oxy is approving the invoice No additional support documentation is initially required Can be submitted up to 14 days from delivering the services/materials Invoices: Submit if company internally generates invoices from field info Field info signed by an Oxy Rep must be attached as support Supplier Charges Statuses

Process Overview – Supplier Charges (Continued) Mention that the POET coding is required, remit to address, work order number if applicable Mention the upload template and that it’s available through the AP Help Desk

DEMO – How to create supplier charges To create Supplier Charges, suppliers will use Invoicing information provided by the Oxy Representative (Agreement Number, Business Unit, Project Number, etc.) Who requested or supervised the delivering of services and/or materials Materials and services receipt information detailing items and quantities to be invoiced (Attachment Required for Invoices Only) Supplier invoice and/or field ticket number as applicable Do not forget 6mos (Justification) Mention that the POET coding is required, remit to address, work order number if applicable Mention the upload template and that it’s available through the AP Help Desk

DEMO – Field Ticket vs. Invoice Submit only 1 Field Ticket for invoicing Submit Invoice supported by only 1 Field Ticket number Submit Invoice supported by Multiple Field Tickets To change Document Type, click on the drop down arrow select Field Ticket In the Invoice # field, enter the Field Ticket number. This number will become the invoice number. Single Field Ticket entries only with services performed within 14 days of submission. Keep Document Type as Invoice In the Invoice # field, enter the Invoice Number. In the Field Ticket # field, enter the field ticket number to pre-populate the Field Ticket column in the lines section for all lines. In the Invoice # field, enter the Invoice number and leave the Field Ticket # field blank to manually enter the applicable Field Ticket number for each line in the line section. Alia to provide updated screen shot

Welcome to the iSupplier Portal Supplier Training Webinar Demo – Transactions How to view invoices and payments

DEMO – How to view invoices and payments View Payments

DEMO – How to view invoices and payments Alia to provide updated screenshot

DEMO – Supplier Charge Statuses

Welcome to the iSupplier Portal Supplier Training Webinar Demo – Transactions How to create SPO matched invoices

DEMO – How to create SPO matched invoices Explain difference SPO vs Invoice

Welcome to the iSupplier Portal Supplier Training Webinar Demo – Transactions How to submit credit memos

Demo – Create and submit credit memo Reasons to submit a credit memo Overpayment Billing Errors Unused Material Key points – All required fields must be completed (denoted with *) Not related to any contract or GBPA Can be submitted at any time Once submitted, cannot be modified Attachments are optional

DEMO – Submit credit memo

Q & A Session Please submit all questions through Chat Window 3 minutes for Q&A Session Please limit questions to only the functionalities of iSupplier and not specific to your company Not all questions will be answered due to limited time

Conclusion Access the iSupplier Portal View and accept purchasing documents Create and submit supplier charges (Invoices/Field Tickets) View supplier charge statuses, invoices and payments Create and submit SPO matched invoices Create and submit credit memos

Welcome to the iSupplier Portal Supplier Training Webinar Support Supplier Webpage Supplier Help Desk

Support Supplier Webpage – www.oxy.com (Direct link http://isuppliersupport.oxy.com) iSupplier Portal access iSupplier Portal User Guides i.e. How to Submit Supplier Charges Access to Supplier Help Desk - USA Able to submit a web-form help ticket (Available 24 hours a day to receive requests) Dial Toll Free 800-699-7680 Frequently Asked Questions (FAQ’s) Provide link to help desk to submit web inquiry form And toll free number

User Guide Links at the Supplier Webpage Supplier User Guides Transactions Supplier Key Action User Guide Links at the Supplier Webpage Purchasing Document View Purchasing Documents (Purchase Orders, Services Orders, Contracts, Master Services Agreements, etc.); and their price; electronically accept a Purchasing Documents. http://oxy.com/OurBusinesses/OilAndGas/DBWU/Documents/iSupplier%20User%20Guide%20-%20View%20or%20Accept%20Purchasing%20Documents%20V3.pdf Invoices and Payments View/submit Supplier Charges/Field Ticket Invoices against Agreements. Electronically http://oxy.com/OurBusinesses/OilAndGas/DBWU/Documents/View_and_Create_Supplier_Charges_Invoices.pdf View Invoices and Payments. http://oxy.com/OurBusinesses/OilAndGas/DBWU/Documents/User%20Guide%20-%20View%20Invoices%20and%20Payments.pdf Electronically submit invoices against Standard Purchase Orders. http://oxy.com/OurBusinesses/OilAndGas/DBWU/Documents/User%20Guide%20-%20Create%20Invoices.pdf Electronically submit credit memos.  http://oxy.com/OurBusinesses/OilAndGas/DBWU/Documents/User%20Guide%20-%20Create%20and%20View%20Credit%20Memos.pdf

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