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View Receipt & eInvoice Status Supply Chain Platform: Energy For Siemens Energy ADGT November 2014.

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Presentation on theme: "View Receipt & eInvoice Status Supply Chain Platform: Energy For Siemens Energy ADGT November 2014."— Presentation transcript:

1 View Receipt & eInvoice Status Supply Chain Platform: Energy For Siemens Energy ADGT November 2014

2 Checking Receipt and eInvoice Status in SCP-Energy Siemens Energy publishes the status of Goods Receipts and eInvoice payments to SCP-Energy on a regular basis. You can quickly see a summary of recent activity by going to the My Workspace (a dashboard view of information). Or you can use SCP-Energy to check the status of a specific transaction with Siemens Energy. A summary of data can also be downloaded from SCP-Energy for your use. All of these processes are covered in this presentation. Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential 1

3 View Goods Receipts 2 Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

4 Goods Receipt - States Received – goods receipts are loaded into SCP-Energy in a ‘Received’ state, with all line items in a ‘Received’ state. Archived – a receipt automatically moves to the ‘Archived’ state in SCP-Energy if it has not been modified in 120 days. Other states not being used at this time: Received - Referenced Cancelled 3 Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

5 Locate Goods Receipts 4 To view goods receipts, go to My Workspace on the left navigation tree Scroll down to the Receipt Summary section Click on the number link for the Received row Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

6 View Goods Receipt Details 5 The list page shows each item that was received (indicated by ‘Item/Part No.’ and schedule agreement or purchase order number) over the last 120 days. By scrolling to the right, you can see the ‘Movement Type’, ‘Receipt Date’ and ‘Receipt Qty’ for each item Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

7 View Goods Receipt Details (Continued) 6 For additional reference information, you can scroll all the way to the right and see the ‘Supplier Item Number’, ‘Order Number’, ‘Packing Slip Number’ and ‘ERP Doc Number’. To see even more details, click on the Receipt Number link in the second column. This directs you to the Receipt details page. Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

8 Download Goods Receipts for Reference From the list page, it is easy to download the Goods Receipt information in an Excel format From the ‘Received’ link on My Workspace, go to the list page Click the Download Receipts button (this selects across all pages) Click Next and then select to ‘Open’ or ‘Save’ the file 7 Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

9 Example of Download (from List Page) 8 Since the data was downloaded from the Internet, you might need to click the “Enable Editing’ button at the top of the Excel sheet before you can edit the Excel data. Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

10 You can modify the layout of the download file – i.e. which data fields to include and in what order. After clicking the ‘Download’ button, you will see the Select Document Type pop-up Use the drop down for ‘Download Settings’ to select Create My Setting… Note: Once a setting is saved, it will appear on this list in the future and can be reused. Modify the Download Format 9 Use left/right arrows to move data fields to the ‘Download Fields’ box Use up/down arrows to edit the order across the Excel spreadsheet Then determine the sort order When finished, enter a name for the saved setting, click Save As and then Update. Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

11 Locate a Receipt by Searching 10 Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

12 View eInvoice Status 11 Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

13 eInvoice - States In Process – the eInvoice is being reviewed by Siemens Energy. Paid – the eInvoice has been processed for payment. Query – the eInvoice requires some clarification by the supplier (see eInvoice for details). Archived –an eInvoice automatically moves to the ‘Archived’ state in SCP-Energy if it has not been modified in 120 days. The following states are not used for viewing eInvoice Status: Approved Rejected Open Open Unreferenced 12 Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

14 Locate eInvoices 13 To view eInvoices, go to My Workspace on the left navigation tree Scroll down to the eInvoice Summary section Click on the number link for a row by it’s status (i.e. ‘In Process’) Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

15 View eInvoice Details 14 The list page shows the eInvoices that were approved (or rejected etc. – based on the state selected on My Workspace). By scrolling to the right, you can see the ‘Supplier Invoice Number’, ‘Payment Amount’, ‘Payment Date’ etc. for each item. Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

16 Download eInvoices for Reference From the list page, it is easy to download the eInvoice information in an Excel format. From the My Workspace (or from a Search page), go to a list page of eInvoices Click the Download eInvoices button (this selects across all pages) Click Next and then select to ‘Open’ or ‘Save’ the file 15 Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

17 Example of Download (from List Page) 16 Since the data was downloaded from the Internet, you might need to click the “Enable Editing’ button at the top of the Excel sheet before you can edit the Excel data. Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

18 Modify the Download Format You can modify the layout of the download file – i.e. which data fields to include and in what order. After clicking the ‘Download’ button, you will see the Select Document Type pop-up Use the drop down for ‘Download Settings’ to select Create My Setting… Note: Once a setting is saved, it will appear on this list in the future and can be reused. 17 Use left/right arrows to move data fields to the ‘Download Fields’ box Use up/down arrows to edit the order across the Excel spreadsheet Then determine the sort order When finished, enter a name for the saved setting, click Save As and then Update. Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

19 Locate an eInvoice by Searching 18 Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential

20 End: View Receipts and eInvoice Status 19 Copyright 2014 Exostar LLC. All Rights Reserved. Proprietary and Confidential


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