1. iSupplier Portal Supplier Training Webinar
Occidental Petroleum Corporation ■ iSupplier Supplier Training Webinar ■ 2014

2. Welcome to the iSupplier Portal Supplier Training Webinar
Overview
Purchasing Document Types (GBPA/SPO)
Purchasing Document Line Types
Price Breaks
Portal Functionalities
How to access the iSupplier Portal (Webpage/ Notifications)
How to view and accept purchasing documents (GBPA/SPO)
How to create/submit supplier charges (Invoices/Field Tickets)
How to create/submit credit memos
How to view invoices and payments
Support
Supplier Webpage
Supplier Help Desk

3. Overview – Purchasing Document Types
Purchasing Document Types (GBPA/SPO)
Purchasing Document Line Types
Price Breaks

4. Overview – Purchasing Document Types
Global Blanket Purchase Agreement (GBPA)
Standard Purchase Order (SPO)

5. Global Blanket Purchase Agreement (GBPA)
Used to execute Statement 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 then electronically submit matched to SPO invoices for those materials and services
If enabled, Supplier can also submit supplier charges against valid GBPAs to invoice materials and services requested by Oxy representatives

6. Standard Purchase Agreement (SPO)
Used as a 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.

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

8. Overview – PO Line Types
Goods – Material item description, UOM/Rate are populated in price book.
Services – Service item description, UOM/Rate are populated in price book.
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

9. 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 charged separately from material/services cost

10. 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 service date range
Price breaks are indicated by the missing rate in the rate field of the supplier’s pricebook

11. iSupplier Portal Supplier Training Webinar
Functionality:
How to access the iSupplier Portal (Webpage/ Notifications)

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

13. How to access the iSupplier Portal via the webpage
Suppliers can access the iSupplier Supplier Webpage by going to or
To directly access the iSupplier Portal Login Screen, enter the following link in the address bar:

14. How to access the iSupplier Portal via the webpage (continued)

15. How to access the iSupplier Portal via the webpage (continued)

16. How to access the iSupplier Portal via the email notification.
An 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

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

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

19. iSupplier Portal Supplier Training Webinar
Functionality:
How to view and accept purchasing documents (GBPA/SPO)

20. iSupplier Portal Supplier Training Webinar
Functionality:
How to create/submit supplier charges (Invoices/Field Tickets)

21. 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

22. How to Create 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

23. 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

24. iSupplier Portal Supplier Training Webinar
Functionality:
How to create/submit credit memos

25. How to Create a 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

26. iSupplier Portal Supplier Training Webinar
Funtionality:
How to view invoices and payments

27. How to View Invoices and Payments

28. View Invoices

29. View Payments

30. View Payments
Payment Details:
PO Number Details:

31. Conclusion How to Access the iSupplier Portal
How to View and Accept Purchasing Documents
How to Create and Submit Supplier charges (Invoices/Field Tickets)
How to Create and Submit Credit Memos
How to View Invoices and Payments

32. Additional Support
Support
Supplier Webpage
Supplier Help Desk

33. Support
Supplier Webpage – (Direct link
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)
the HelpDesk at
Frequently Asked Questions (FAQ’s)

34. 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.
Invoices and Payments
View/submit Supplier Charges/Field Ticket Invoices against Agreements.
Electronically
View Invoices and Payments.
Electronically submit invoices against Standard Purchase Orders.
Electronically submit credit memos.