A&d - Isupplier Portal

A&D - iSupplier Portal Features and Functions
Copyright Oracle Corporation, 2003. All rights reserved.
iSupplier Portal - iSP Features and Functions Page 1
Table of Contents
A&D - iSupplier Portal Features and Functions...........................................................................................2 Update Supplier User with the New Supplier Site.........................................................................................3 Create 2 PO's for use with iSupplier transactions.........................................................................................5 Schedule the Receiving Transaction Processor.............................................................................................8 Schedule the Payables Import Invoice............................................................................................................10 Acknowledge & Accept PO in iSupplier.........................................................................................................12 Request to Cancel PO.......................................................................................................................................15 Request and Approve Changes to PO.............................................................................................................17 Create and View an ASN.................................................................................................................................20 Create Receipt in Purchasing and view Receipts in iSupplier.....................................................................22 Create the Invoice in iSupplier........................................................................................................................24 View the Invoice in Payables...........................................................................................................................26 Flowchart...........................................................................................................................................................28
iSupplier Portal - iSP Features and Functions Page i
A&D - iSupplier Portal Features and Functions

Document Control
Date 31-Jul-2005 Owner Robert.E.Adams App Release 11.5.10r 2 Version V1.0v1. 0 Change Reference
Objective
The purpose of this product demo script is to provide a review of the features and functions available in iSupplier Portal within the Aerospace and Defense environment, showing data that includes and is related to a Combat Vehicle and an Advanced Fighter Aircraft
What's New?
N/A
Pitfalls
N/A
Assumptions
N/A
Related Business Flows (Optional)

N/A
Related Documents
http://globalxchange.oraclecorp.com/demodocs >Reference Materials Folder > Fundamentals
Pre Demo Steps (Optional)
Update Supplier User with the New Supplier Site Update supplier Industrial Dressler with San Francisco site
A new username and password will be created for the Supplier Industrial Dressler with the A&D environment for the R3 release. 1. Log into Portal
Field Username Password Responsibility pjm welcome Manufacturing & Distribution Manager, Vision Project Manufacturing USD Value
Navigate to Purchasing >> Supply Base >>Supplier User Management Approve External Users The Supplier User Profile Management html window opens.
2.
Update the profile of the supplier Industrial Dressler

Field Username Industrial Value
Click on the (B) Go All Industrial users are displayed
Click on the (H) View Details for the Username INDUSTRIAL and with first name of James The Manage User Profile html form is displayed
Click on the (B) Modify Sites The Modify Site Restrictions html form is displayed
Select the Site San Francisco by checking the Checkbox to the left of the Supplier Name and click (B) Apply Returned to the Manage User Profile window, click the (B) Apply A confirmation message will be displayed informing that you have updated the profile for INDUSTRIAL
(H) Home
Create 2 PO's for use with iSupplier transactions. Create Purchase Orders for Industrial Dressler
3. Log into Portal
Field Username Password Responsibility pjm welcome Manufacturing & Distribution Manager, Vision Project Manufacturing USD Value
4.
Navigate to Purchasing >> Purchase Orders >> Purchase Orders. The PO form will open.
Field Type Supplier Site Industrial Dressler San Francisco Value Standard Purchase Order
Enter in the PO with the following header information
5.
Navigate to Purchasing >> Purchase Orders >> Purchase Orders. The PO form will
Enter in the 1st PO Line Details

Field Item Quantity Promised Date Need By 55-ILI4-00-109 2 Current Date +2 Current Date +2 Value
6.
Enter in the 2nd PO Line Details

Field Item Quantity Promised Date Need By 55-079-824-32 2 Current Date +2 Current Date +2 Value
7.
Navigate to the Terms and Conditions window > (B) Terms

Field Acceptance Required Value Document or Shipment
By
LOV Current Date + 1
Save the form > (I) Save Close the Terms and Conditions form. Make a note of the Purchase Order
8.
Add Attachments to both Purchase Order Lines. > Click on Line 1 of the Purchase Order Click on the (I) Attachment - Paperclip from the Task Bar The Attachment form opens
Field Category Description Data Type Text Box To Supplier Enter Free Text Text Enter Free Text which will be seen by the supplier Value
9.
Save and close the Form > (I) Save
Add Attachments to both Purchase Order Lines. > Click on Line 2 of the Purchase Order Click on the (I) Attachment - Paperclip from the Task Bar The Attachment form opens
Field Category Description Data Type Text Box To Supplier Enter Free Text Text Enter Free Text which will be seen by the supplier Value
Save and close the Form > (I) Save
10. Approve the Purchase Order Navigate (B) Approve Approve Document Window opens Remove the check from the E-Mail Check box and click (B) OK Purchase Order is now approved
11. Create a second Purchase Order by following the exact steps listed above (Steps 1-8) and make a note of the second Purchase Order
Schedule the Receiving Transaction Processor Schedule the Receiving Transaction Processor
12. Submit the Receiving Transaction Processor
Field Username/password Responsibility Pjm / welcome Manufacturing and Distribution Manager, Vision Project Manufacturing USD Value
Menu is displayed. (N) Purchasing > Requests > Submit a New Request Select the 'Receiving Transaction Processor' concurrent request. (B) Cancel button to Group ID pop up message when submitting request (B) Submit
13. Schedule the request to run periodically (B) Schedule. (B) Periodically Specify a start time and an end time and specify that it be launched every minute at the completion of the prior run. Enter the following Parameters:
Field Start At End At Re-run Every Apply the Interval... Time demo is to end 1 Minute(s) From the Completion of the prior run Value Time demo is to begin
(B) OK (B) Submit Message appears asking to submit another request.
(B) No
14. Close the Concurrent Request screen.
Schedule the Payables Import Invoice Import the Invoice

15. Submit Payables Import routine:
Field Username/password Responsibility pjm / welcome Payables Vision Operations Value
(N) Other > Requests .> Single Request (B)OK Select the 'Payables Open Interface Import' Enter Parameters
Parameter Source Summarize Report Yes Value Internet Supplier Portal
Accept all other defaults. (B) OK (B) Submit
16. Schedule the request to run periodically (B) Schedule. (B) Periodically Specify a start time and an end time and specify that it be launched every minute at the completion of the prior run. Enter the following Parameters:
Field Start At End At Re-run Every Apply the Interval... Time demo is to end 1 Minute(s) From the Completion of the prior run Value Time demo is to begin
(B) OK
(B) Submit Message appears asking to submit another request.
(B) No
If Pre Demo Steps complete, goto task #17. Otherwise, goto task #1.
Begin Demo
Acknowledge & Accept PO in iSupplier Review POs in iSupplier

17. Log into iSupplier Portal
Field Username/password Responsibility Industrial / welcome ISupplier Portal Value
The iSP home page is displayed for supplier Industrial Dressler. Discuss the layout of the page. The top tabs (Orders, Shipment, Planning, Account, and Product) can be used to drill down into sub-tabs for specific functions. The workflow Notifications are listed at top. Below that is Orders at a Glance. Along the bottom is Shipments at a Glance. Be sure to reference the HELP icon at the top right corner to allow the supplier to answer basic functionality questions themselves. 18. Drill into Notification for one of the PO's created in Pre-Demo Steps. (H) Click on the Notification for one of the PO's that were created. Should be similar to "Standard PO ####,0 requires your acceptance." The notification details open with info on the PO. The Response buttons (Accept, Reject) are listed at the bottom of page. You can either choose to accept the PO in this screen or in the next section. It is recommended you go to the next section to Acknowledge the PO.
Acknowledge and Accept POs in iSupplier

19. View the Orders created (T) Click on the Orders tab. The default sub-tab is Purchase Orders. The Purchase Orders sub-tab opens with a list of the last 25 POs. Heres where a supplier sees their list of POs and they can view them, acknowledge them and/or request reschedule them. They see complete view of the PO, including attachments. As a supplier, you can use the Advanced Search feature (which is used in multiple screens) to accurately pinpoint the documents you are looking for. It allows you to use multiple search criteria, for example, in this Purchase Order view, you could use advanced search to find all blanket agreements issued in the last 3 months. 20. View Attachments on the PO Select the PO you created in Pre-Demo steps by clicking on the PO # next to it.
PO Details are shown along with multiple action buttons along top and bottom of page. (I) For your PO that was created in the Pre-Demo steps, click on the Attachment "Paper Clip" icon, in the PO Details section at the bottom of the page, to see the attachment. (I) Click on link or icon to view the attachment. (B) Use Back button on browser twice to return to Purchase Orders screen.
21. Acknowledge 1st PO. List of POs for the supplier appear in table form along with button for 'Acknowledge' at top right of screen. Only POs that specifically have the 'Acceptance' box checked in the Terms form of the PO itself (core apps) can be Acknowledged in iSP. You CANNOT acknowledge POs unless it says 'Requires Acknowledgement'. All seeded POs and Blankets in IP script DO NOT require acknowledgement. At this time, you will only Acknowledge the order by accepting entire order. You will not make any changes to PO details. (B) Acknowledge (B) Accept Entire Order Add a Note to Buyer. Not required but desirable. (B) Submit. Confirmation page is returned stating that Purchase Order #### has been Acknowledged. (H) Return to Purchase Order Summary link. You are returned to Purchase Orders sub-tab page. Note the status for PO now says Accepted. 22. Acknowledge 2nd PO. Select the 2nd PO by clicking in the Select checkbox to the left of the PO Number (B) Acknowledge (B) Accept Entire Order (B) Submit.
Confirmation page is returned stating that Purchase Order #### has been Acknowledged. (H) Return to Purchase Order Summary link. You are returned to Purchase Orders sub-tab page. Note the status for PO now says Accepted. OPTIONAL: You can logout as supplier user, then log in as mfg/welcome and view the workflow notifications to see the following: "Standard Purchase Order ####, 0 has been ACCEPTED by Industrial Dressler" to verify the acceptance of PO.
Request to Cancel PO Raise a Request to Cancel PO in iSupplier

23. Request Cancellation of PO. This is a feature that allows the supplier to request that a PO be cancelled. . (B) Select radio button next to PO, then click Request Cancellation button. PO details page appears with actions buttons along bottom of screen. (B) Cancel Entire Order Enter details in Reason for Cancellation text box (B) Submit Get Cancellation Request for Purchase Order xxxx has been submitted for approval.
Message.
(H) Click Return to Purchase Order Summary link. You are returned to Purchase Orders sub-tab page. Note the status for PO now says PENDING for cancellation status.
(H) Logout (icon).
Review and Accept Request for Cancellation by Buyer

24. Review Request, Log in as Buyer
Field Username/password Responsibility Pjm / welcome workflow Value
(N) Workflow > Advanced Worklist List of Notifications appears. Click on Sent column twice to order notifications by date.
Select the workflow notification that shows the "Change requests from Industrial Dressler for PO ####...." Notification appears with actions buttons at bottom (Accept or Reject).
(B) Accept
Returned to worklist. (B) Logout
Review Status of the PO in iSupplier.

25. Log back into iSP Homepage as supplier Industrial Dressler
Field Username/password Responsibility Industrial / welcome ISupplier Portal Full Access Value
(N) iSP Home Page (T) Orders / Purchase Order sub-tab defaults Notice the status of PO is "CLOSED"
(H) Click on PO Number link under the PO Number column. PO Details page open. Note that status is now "CLOSED"
Click back browser button to return to Purchase Orders page.
Request and Approve Changes to PO Request Changes to PO from iSupplier

26. Request Changes to PO. List of POs for the supplier appear in table form along with button for 'Request Changes' at top right of screen for INUSTRIAL/welcome. Go to Orders tab Purchase Order sub-tab defaults Select the relevant PO by selecting the radio button next to it. (B) Request Changes. PO Details form appears with a various fields available for update along two lines. (I) Click + Arrow icon next to each item line to see the shipments for each line. (I) Scroll browser window to right. For the Line 1, under the Split column, click the split icon so two lines appear for the item details. Enter the following data or what ever changes you think will fit customer demo:
Field LINE 1 SHIPMENT 1 Quantity Ordered Promised Date Reason Action LINE 1 SHIPMENT 2 Quantity Ordered Promised Date Reason LINE 2 Price Reason 3240 (original price was 3140) Our cost has increased. 1 Accept original Promise date. This shipment will be on time. 1 (original was 2) Use calendar icon to choose Current date + 4 days Sorry, this will be a few days late. Change Value
(B) Submit
Get confirmation message: Change Request for Purchase Order #### has been submitted for approval
(H) Return to Purchase Order Summary link. You are returned to the PO Summary window. At this point the PO status has been changed from 'Approved' to 'Supplier Change Pending'
(B) Logout (icon).
Review and Approve Changes in Core Purchasing

27. Review Changes, Log in as Buyer
(N) Purchasing > Purchase Orders > Pending Purchase Order Change Self Service Session opens that list any PO that has a pending change that requires acceptance or rejection. NOTE: The self service session may not come up automatically if you have closed the Java Console and IE Oracle Applications sessions that normally appear when core apps is brought up. So DO NOT close either the Java Console or IE session.
(B) Select radio button next to PO and click Respond to Change Details of PO change appear. You can choose to accept/reject each individual change or the whole order. In this case, we will accept all changes.
(B) Accept All All lines update to Accept
(B) Submit Get confirmation " Your response to changes in Order #### has been accepted. We will
notify the supplier/contact name of your response."
At this point the PO status has changed back to Approved. If you accept the changes, the Promise Date in the PO gets updated. If you reject the changes, the Promise Date remains the same. In addition the Order date changes to the current date.
(B) Log Off of core applications and portal as mfg user
Review Approved Changes in iSupplier

Field Username/password Responsibility industrial/ welcome iSupplier Portal Full Access Value
(N) Home Page > (T) Orders Notice the PO status of Supplier Change Pending is now gone, and if you click on the PO link to see the details, the changes will show the new information.
29. View the Purchase History Go To Orders Tab (ST) Click on the Purchase History sub-tab under the Orders tab. Enter the Number of the Purchase Order that you changed in the PO Number field (B) Click the GO button to find the purchase orders. This allows the supplier to view an audit trail of all revisions for a PO. They can compare the latest PO to prior revisions. Supplier can view the changes that have occurred between the current revision and the original PO, or between current and previous and across all revisions. (H) Click the Compare to Original PO hyperlink. You will see the PO was revised due to changes made previously
Create and View an ASN Create the ASN in iSupplier

Field Username/password Responsibility industrial/ welcome iSupplier Portal Full Access Value
(N) Home Page > (T) Shipments The default sub-tab is Delivery Schedule.
(B) Click the GO button to find all shipments. This will display a list of purchase orders that are due for shipment to the buyer. OPTIONAL: You can also make use of the EXPORT button to export this list as an excel file to your computer. The EXPORT feature is available in other areas of iSP.
31. Create Advanced Shipping (ST) Click on the Shipment Notice sub-tab under the Shipment tab. See a menu of 6 links: Create Advance Shipment Notices, Create Advance Shipment Billing Notices, Upload Advance Shipment Billing Notices, View/Cancel Advance Shipment Billing Notices, Create Routing Requests, View Routing Request. (H) Create Advance Shipment Notices (Link). Do an Advanced Search to find your PO #### if necessary. Select the applicable PO lines by checking the Select radio button to the left of the PO line. (B) Add to Shipment Notice. Verify the Shipment Lines information and optionally enter in Packing Ship, Container, etc details as required by customer. (H) Shipment Header Enter the following in the REQUIRED fields:
Field Value
Shipment Number Shipment Date Expected Receipt Date
Ex. ASN-#### (#### is the number of your PO) <DD-Mon-YYYY>(must be current date or earlier) <DD-Mon-YYYY>(current date + 4 days) so it matches your Reschedule date.
Fill in other optional fields as required for demo. Some of these fields may be important to your customer and their business process. Explain each field as necessary. (B) Submit Confirmation is returned stating that 'Your Advance Shipment Notice ##### Has Been Sent'.
(N) Home tab. To return to iSP main page.
Logout
View ASN in Core Purchasing

32. View ASN in core purchasing as buyer
Menu is displayed. (N) Purchasing > Receiving > Manage Shipments. (Choose org AD1) Shipments find form is opened Search either on the PO number or the shipment number to view the Shipment as created in iSP. (B) Find. Shipments form is returned with shipment header and details. Close the Shipments form.
Create Receipt in Purchasing and view Receipts in iSupplier Create Receipts

33. Create Receipt in core purchasing
Menu is displayed. (N) Purchasing > Receiving > Receipts. (Choose org AD1) Enter the Shipment number Click on (B) Find Close the Receipt Header window 2 lines should be available to receive, Click the check box to the left of the first line Add the following data
Field Sub Inventory Locator Rawstk Row = 1 Rack = 1 Value
Repeat for the 2nd line Click (I) Save Close the form Logout from the applications
View Receipts & On Time Performance in iSupplier Portal

34. Log into iSupplier Portal to view Receipts
Field Username/password Industrial / welcome
Value
Responsibility
ISupplier Portal Full Access
(N) Home Page > (T) Shipments The default sub-tab is Delivery Schedule.
(ST) Click on the Receipts sub-tab under the Shipment tab. (B) GO button to find all Receipts This is where a supplier can see the status of any receipt that has occurred, usually done to check if a good has been received.
35. Review On Time Performance (ST) On-Time Performance sub-tab under the Shipment tab. (B) GO button to find all This is where the supplier can view delivery status (on-time, late or early) for each shipment. It gives the supplier feedback on how well they are serving the buyer
Create the Invoice in iSupplier Create the Invoice

36. Log into iSupplier Portal to create the invoice
(N) Home Page > (T)Account.The default sub-tab is Create Invoice (B) Create Standard Invoice The Create Invoice: Select Purchase Orders page appears.
Enter in the PO that you created during Pre-Demo steps. (B) Go Click on GO button to find your specific PO number.
Click radio button box next to the PO for the items where there is a Received Quantity (B) Add Items to Invoice List Scroll down to button of page to see the chosen PO.
(B) Next The Lines to Invoice page appears
(B) Calculate Review details of Invoice amount.
(B) Next Enter in Invoice Number and Description. Make sure to note the invoice number ____. (B) Next Review invoice details
(B) Finish
Get Confirmation screen that invoice as been submitted to Account Payables department. (B) Logout.
View the Invoice in Payables Import the Invoice

37. View the Payables Invoice: (N) Invoices > Inquiry >Invoices. Invoices form is opened. Enter Invoice number as created in iSP in the Invoice number field. (B) Find. Invoice form is opened displaying the Invoice created in iSP. NOTE: If you cannot find the Invoice. Go back the concurrent request and View Output. This is usually an issue with the Tax code not being set up on the PO. Again, it is recommended to create the invoice without adding any taxes. This demonstrates the Create Invoice integration with Accounts Payables. Close the Invoices form. Exit core applications and portal.
Review the Invoice in iSupplier

(N) iSP Home Page (T) Account (ST) View Invoices (B) GO button to find all Invoices. Invoices are sorted by invoice date. This is where a supplier can monitor the status of their invoices. They can view payment status or the hold status for a given invoice.
End of activity.
Demo Support
Please see http://adsweb.oracleads.com > (M) Support > Procedures, for current information regarding demonstration support.
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A&D - iSupplier Portal Features and Functions

Copyright Oracle Corporation, 2003. All rights reserved.

iSupplier Portal - iSP Features and Functions Page 1

Copyright Oracle Corporation, 2003. All rights reserved.

iSupplier Portal - iSP Features and Functions Page i

Copyright Oracle Corporation, 2003. All rights reserved.

iSupplier Portal - iSP Features and Functions Page 1