Dragon Oil Supplier Manual - v2 - Isupplier Portal Full Manual

DRAGON OIL ENTERPRISE RESOURCE PLANNING SYSTEM
VENDOR USER MANUAL
Dragon Oil Vendor

Portal Training Manual
Dragon Oil_Vendor_Portal_Training_Manual_V1.0 Dragon Oil Confidential
Page 1
VENDOR USER MANUAL
CONTENTS
Introduction ......................................................................................................................................................... 3
Portal Introduction .............................................................................................................................................. 3
Portal Functionality .......................................................................................................................................................... 4
System Requirement ........................................................................................................................................................ 4
Accessing the Vendor Portal ............................................................................................................................................ 4
Vendor Login .................................................................................................................................................................... 5
Sourcing Home Page ........................................................................................................................................ 9
Review RFQ ..................................................................................................................................................... 11
Printable View................................................................................................................................................. 12
Acknowledge Participation........................................................................................................................... 14
On Line Discussion. ....................................................................................................................................... 16
Online Quoting ............................................................................................................................................... 19
Quote Header................................................................................................................................................... 21
Validate the Quote .......................................................................................................................................... 30
ISupplier Portal .................................................................................................................................................. 32
Home Page.................................................................................................................................................................... 32
Order Page. ................................................................................................................................................................... 34
Open, View and Print Order. ................................................................................................................................ 34
View Blanket Agreement and Releases. ............................................................................................................. 36
Shipment Page. ............................................................................................................................................................ 37
View Delivery Schedules. ..................................................................................................................................... 37
View Returns. .......................................................................................................................................................... 37
View Overdue Receipts. ........................................................................................................................................ 38
Finance Page. ............................................................................................................................................................... 39
View Invoices .......................................................................................................................................................... 39
View Payments. ....................................................................................................................................................... 41
Admin Page .................................................................................................................................................................. 42
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VENDOR USER MANUAL
INTRODUCTION
The objective of this user manual is to describe how to use the Dragon Oil Vendor Portal
functionality to carry out the Purchasing Processes as listed below.
Viewing of RFQ & Acceptance for participation
Creation & Submission of BID
Online Tender clarifications
Purchase Order View & Acknowledge
Create Work Confirmation, returns
View
o Shipment
o Overdue receipts
o Invoice
o Payment
PORTAL INTRODUCTION
Dragon Oil Vendor Portal is a completely electronic interface.

RFQs will no longer be issued to Vendors on hardcopy or separate mail.
An Internet connection will now be required for all Vendors to conduct business
with the Dragon Oil.
No special software, aside from an up-to-date web browser such as Microsoft's
Internet Explorer, is required to access this system.
Dragon Oil Vendor Portal is a component of the Oracle Internet Procurement

solution that enables source, self-service business transactions between Dragon Oil &
its Approved Vendor by way of Internet.
Stream line, Automate Dragon Oil & Vendor information and transaction Flow.
Increase Data Accuracy.
Real time Information /notification/messaging. (ACTIONS ONLINE

DISCUSSIONS)
Work online as well as offline.
Avoiding hardcopy BID submissions.
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VENDOR USER MANUAL
PORTAL FUNCTIONALITY
SYSTEM REQUIREMENT
Personal Computer with basic configuration.
An Internet Connection of at least 56 KBPS is recommended.
Required Software includes
Microsoft Internet Explorer 6.0 or higher
ACCESSING THE VENDOR PORTAL
Use Dragon Oil Vendor Portal from Dragon Oil Web Site
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VENDOR USER MANUAL
VENDOR LOGIN
The Dragon Oil Vendor Portal - E-Business Suite login screen will display.
Enter the user name and password.
Note:
If Vendor is login 1st time- System will ask to Change the Password
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VENDOR USER MANUAL
MAIN PAGE (DRAGON OIL VENDOR PORTAL APPLICATION HOME

PAGE)
In Dragon Oil Vendor Portal, each user logs in to the E-Business Suite Home Page on a
desktop client web browser.
The E-Business Suite Home Page provides a single point of access to HTML-based
applications
Note:
Vendor will have only two responsibilities:
1. One is related to Vendor details and PO information (iSupplier Portal Full Access)
2. One is related to RFQ/Quote Process (Sourcing Supplier)
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VENDOR USER MANUAL
WORKFLOW / NOTIFICATION
The Worklist pages let you view and respond to your notifications using a Web browser.
The Advanced Worklist provides an overview of your notifications, from which you can
drill down to view an individual notification in the Notification Details page.
Steps:
1. Click on Work list at Dragon Oil Vendor Portal Application Home Page
2. Click on the appropriate Subject Line (Ex. : You are invited: RFQ 100343)
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VENDOR USER MANUAL
RESPONDING NOTIFICATION
Click on Yes or No for responding to the oracle system about confirmation for reading
the message
In detailed notification vendor will get the information about the RFQ and all other
details.
By clicking on Negotiation Details (RFQ Details) Vendor will reach to the

Sourcing Home Page
By clicking on Yes Vendor will respond to the oracle system about confirmation
for reading the message.
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VENDOR USER MANUAL
SOURCING HOME PAGE
Steps:
1. Login
2. Click on Sourcing Home Page.
The Oracle Sourcing Home covers various information such as;
Your Active and Draft Responses
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VENDOR USER MANUAL
If you are currently participating in a RFQ or are in the process of preparing a

response for a RFQ, information on your responses is displayed under Your Active
and Draft Responses section of the Sourcing Home page.
Your Companys Open Invitation
If a buyer has invited you to participate in a RFQ, you will see an entry for that
RFQ under Open Invitations.
To access a RFQ, click the Number link for that RFQ.
You can see the details of the RFQ and decide whether or not to participate.
To see a complete list of RFQ to which you have been invited, click Full List.
The tasks you can perform are organized into functional areas and are accessible from
different tables and links
Using the Sourcing Home page you can:
Search for RFQ in which to participate.
View information on any RFQ to which your company has been invited.
Create, view and/or edit any draft responses.
Create and submit responses to RFQs.
Vendor user can Manage Drafts & Personal Information
Vendor user can View responses for Active RFQ, Disqualified RFQ, Awarded RFQ &
Rejected RFQ
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VENDOR USER MANUAL
REVIEW RFQ
Steps:
1. Click on Sourcing Home Page at Dragon Oil Vendor Portal Application Home Page
2. Click on the RFQ Number in Your Companys Open Invitations
The RFQ summary page displays all the current information for this particular RFQ. This
includes various information such as open date, close dates, RFQ terms notes and
attachments for the RFQ.
Header Tab: By clicking the Header tab shows the various information about the RFQ like
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VENDOR USER MANUAL
Terms, Currency, Notes and Attachments (Attachment like Bid Instruction for supply of
Drugs and Pharmaceuticals, etc)
Lines Tab: By clicking the Lines tab displays information about RFQ lines (Item details) such
as Item quantity, Attributes, Attachments etc.
Controls Tab: By clicking the Controls tab displays the response controls set by the buyer
when the RFQ was defined such as Open Date, Closed Date, etc..
Notes and Attachments: If any attachments are attached to the RFQ by the buyer it will be
displayed in this Notes section.
PRINTABLE VIEW
Through the printable view bidder can download the hard copy of the invited RFQ.
Steps:
1. Go to the Actions.
2. Select Printable View.
3. Click on Go button
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VENDOR USER MANUAL
4. In Download window Click on Open or Save button.
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VENDOR USER MANUAL
ACKNOWLEDGE PARTICIPATION
Please go to Acknowledge Participation page to acknowledge your intent to participate by

clicking on Yes or No button.
Steps:
1. Go to the Actions
2. Select Acknowledge Participation
3. . Click on Go button.
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VENDOR USER MANUAL
4. On Acknowledge Participation page choose Yes or No option (You can send any
short-text message to the buyer by typing the message into Note to Buyer section).
5. Click on Apply button.
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VENDOR USER MANUAL
ON LINE DISCUSSION .
All queries with regard to solicitation can be through online discussion.
Clarifications and queries should be received no later than the online discussion end date
specified in the Tender instruction
Online discussion is a General Forum in the oracle system for discussion; the messages
send through this method can be viewed by all the Vendors and Buyers.
Steps:
1. Go to the Actions
2. Select Online Discussions
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VENDOR USER MANUAL
4. Click on New Message button.
5. Enter the subject of your queries and the brief description in the message box.
6. Add appropriate attachments related to your queries if required.
7. For adding the attachments please refer (Screenshot) the Header level Attachment
section.
8. Click on Send button.
There are 2 methods to check the online discussion message as mentioned below.
1. Through Worklist / Notification
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VENDOR USER MANUAL
2. Through Sourcing Home Page
Through Worklist / Notification
1. Click on the appropriate message.
Through Sourcing (Dragon Oil Vendor Portal) Home Page
1. On RFQ Home Page.

2. Click on Unread message to view the response from buyer.
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VENDOR USER MANUAL
3. Click on the Message to view the buyer response.
ONLINE QUOTING
Online Quoting is used for to submit response online
Steps:
1. Go to the Actions.
2. Click on Create Quote.
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VENDOR USER MANUAL
4. Click on Accept or Cancel
Note: By selecting the check box at the bottom and clicking the 'Accept' Button you are
accepting the Bidders instructions attached to the RFQ and agree to abide by the same, if
Bidder clicking on Cancel button in that case, system will not allow bidder to start working
on quoting process. To Accept the bid Enable the check box provide below in the I have
read and Understand the terms and conditions section.
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VENDOR USER MANUAL
QUOTE HEADER
On the Create Quote Header page, enter the following header information
Quote Validity Date: Quote validity date will be 90 days in default.

Reference Number: Enter your Quote reference number.
Note to Buyer: You can enter a short text note to the buyer.
Header Attachment
Bidders have provision to attach any supporting documents related to Technical or

Commercial envelope to the tender.
1. Enter Title.
2. Enter the Description related to the attach document.
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VENDOR USER MANUAL
3. Select from the list if this attachment category is Technical or Commercial.
4. Brose the file from your desktop/laptop.
5. Click on Add Another button to add more attachments or Apply to complete.
Note : Please choose appropriate category for attachments i.e. for all price related attachments category to
be chosen as From Supplier : Commercial for rest/technical related it can be From Supplier :
Technical
Wrong selection of Category will lead to Bid Disqualification
Quote Lines
Click the Lines tab.
On the Create Quote Line page, you will find the line item with estimated quantities or the
duration of the service.
Estimated Quantities/ Duration: The quantities included against the Tender Items list are
only an estimates of the quantities anticipated to be utilized by Dragon Oil Facilities on
annual basis.
Lines Page Sealed RFQ
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VENDOR USER MANUAL
While quoting for Sealed RFQ system will show all the information by default on page
as mentioned below
There are 2 methods to enter the quote details in the system.
1. Direct entry at the Quote Line level.
2. Entering through Spread Sheet.
Direct entry at the Quote Line level
1. Click on the Pencil icon to update the line level information
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VENDOR USER MANUAL
2. Enter the Quote price.
3. Enter the comments in the Note to Buyer field.
4. Click on Add Attachment button to attach any line level tender related
documents.
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VENDOR USER MANUAL
5. Click on Apply or select the next line from the list of Values to enter information
and click on Go button.
6. After entering the Quote Price for the lines, click on Continue button to proceed
submitting the quote.
Entering through Spread Sheet
1. Click on Quote By Spreadsheet button
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VENDOR USER MANUAL
2. Click on Export
3. A Zip file will open select the XML document to enter the quote information.
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VENDOR USER MANUAL
4. Enter the Header information and click on lines tab in the sheet to enter all the line
level quote details.
5. Enter the Quote price
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VENDOR USER MANUAL
6. Save the file to desired location.
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VENDOR USER MANUAL
7. After filling the information and save the file, browse the saved file and click on
Import button.
The quote information entered in the sheet will be reflected in the form.
8. Click on Continue button.
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VENDOR USER MANUAL
Validate the Quote
Click on Validate button to validate the quote for any errors.

A confirmation message will be displayed if no errors on validation.
Click on Submit button to submit the quote.
Upon quote submission the below warning message will be displayed only for two stage
RFQ.
Warning
This quote is in response to an RFQ where the submitted quote will be evaluated in
two stages - Technical and Commercial
A confirmation message will display confirming the submission of quote.
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VENDOR USER MANUAL
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VENDOR USER MANUAL
ISUPPLIER PORTAL
Dragon Oil iSupplier Portal is a communication tool that enables Dragon Oil and its suppliers to
communicate with each other throughout the procure-to-pay process. It allows suppliers to view and manage
purchase orders, receipts, invoices and delivery schedules in a real-time system that is available all the time.
HOME PAGE
After Login in with the Vendor Credential, Go to iSupplier Portal Full Access Responsibility.
Steps:
1. Login
2. Click on ISupplier Portal Full Access
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VENDOR USER MANUAL
Navigation: iSupplier Portal Full Access Home Page
Vendor can view all the open notifications. It may be any information purpose or
for action purpose also.
o Click on the subject link to view the notification

o Click on Full List button to access the notification page. You can view the complete list of
notifications.
at a Glance region, it shows 5 most recent purchase orders.
o Click a PO number link to view the purchase order details.

o Click the Full List button to view the Purchase Orders page.
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VENDOR USER MANUAL
ORDER PAGE.
Navigation: iSupplier Portal Full Access Orders (Tab) Purchase Orders (Sub tab).
This page allows you to view and do certain transactions associated to Purchase Orders, Agreements and
Releases. You can search as per your requirement by Advanced Search. In the Summary page you can see all
the purchase order with corresponding status, there are possible following statues of a purchase order.
OPEN, VIEW AND PRINT ORDER.
To view the Purchase Order, click on the Purchase Order Number Link, it will open the Purchase
Order.
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VENDOR USER MANUAL
From the Actions LOV, select View PDF, and then press GO button. IT will give you PDF output of
the purchase Order.
You can View Change History, Receipts, Invoices, and Payments by selecting respective Actions from
LOV.
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VENDOR USER MANUAL
VIEW BLANKET AGREEMENT AND RELEASES.
If Vendor Company has blanket agreements with Dragon Oil, Vendor can access the agreements and releases
from the Agreements page.
Navigation: iSupplier Portal Full Access Orders Tab Agreements Subtab
Enter the Agreement number or Order Dates then press GO button. It will show all the agreements.
Click on the Order Number, it will show all the details
From actions LOV, you can view the PO in PDF output, Invoices, Receipts, and Payments.
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VENDOR USER MANUAL
SHIPMENT PAGE.
In this page you can find all the delivery Schedules, Receipts, Purchase Order Returns from Dragon Oil
VIEW DELIVERY SCHEDULES.
You can use the Delivery Schedules Results page to quickly determine deliveries that need to
be scheduled and deliveries that are past due. Click the purchase order number, receipt quantity,
and ship-to location links to view further detail.
Navigation: iSupplier Portal Full AccessShipment Tab Delivery Schedules Subtab
Press Go button to find all the deliveries.
VIEW RETURNS.
Navigation: iSupplier Portal Full AccessShipment Tab Returns Subtab
The Returns Summary page enables you to view the return history, the causes for goods
returned by the buying company, and inspection results of a shipment. The search summary results
include basic information along with details about the return, such as quantities and a reason for
return. Click Receipt Number and PO Number to view further detail
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VENDOR USER MANUAL
Enter the Search Criteria and Press Go to find out the returns.
VIEW OVERDUE RECEIPTS.
Navigation: iSupplier Portal Full AccessShipment Tab Overdue Receipts Subtab
The Overdue Receipts Results page enables you to view the details of past due purchase order
shipments. Click the PO number, Ship-To Location, and Buyer to view further detail.
Enter the Search Criteria and press Go Button.
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VENDOR USER MANUAL
FINANCE PAGE.
In this page, you create invoice, Access submitted invoice status and payments status as well.
VIEW INVOICES
View Invoices page enables you to search for and view details of an invoice you have submitted. You
can search using various any or all of the search criteria on the page.
Navigation: iSupplier Portal Full AccessInvoice Tab View Invoices Subtab
Enter the search criteria, and then press GO button.
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VENDOR USER MANUAL
Click the Invoice Number link to view details of the invoice. (You can also view any associated
purchase order(s), payments, scheduled payments, or netting report by clicking their respective links or
icons).
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VENDOR USER MANUAL
VIEW PAYMENTS.
Payment inquiry enables you to view the history of all the payments to your invoices completed by
the buying company. You can use the View Payments page to search using various search criteria.
Navigation: iSupplier Portal Full AccessInvoice Tab View Payments Subtab
Enter the Search criteria to find out Payment status.
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VENDOR USER MANUAL
ADMIN PAGE
In this page you can update contact detail, create new contact, Categories and Banking details
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VENDOR USER MANUAL
Select the menu of which you would like to update.

To Update Contact or create contact click on Contact directory.
To Update Categories click on Products & Services.
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VENDOR USER MANUAL
This page displays Parent Category list. Click on the view sub-categories for further selection.
Select the appropriate Sub category and click on Apply button
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VENDOR USER MANUAL
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DRAGON OIL ENTERPRISE RESOURCE PLANNING SYSTEM

VENDOR USER MANUAL

Dragon Oil Vendor

Dragon Oil_Vendor_Portal_Training_Manual_V1.0 Dragon Oil Confidential

VENDOR USER MANUAL

Dragon Oil_Vendor_Portal_Training_Manual_V1.0 Dragon Oil Confidential

VENDOR USER MANUAL

Dragon Oil Vendor Portal is a completely electronic interface.

Dragon Oil Vendor Portal is a component of the Oracle Internet Procurement

Increase Data Accuracy.

Real time Information /notification/messaging. (ACTIONS ONLINE

Work online as well as offline.

Avoiding hardcopy BID submissions.

Dragon Oil_Vendor_Portal_Training_Manual_V1.0 Dragon Oil Confidential

VENDOR USER MANUAL

Personal Computer with basic configuration.

An Internet Connection of at least 56 KBPS is recommended.

Required Software includes

Microsoft Internet Explorer 6.0 or higher

ACCESSING THE VENDOR PORTAL

Dragon Oil_Vendor_Portal_Training_Manual_V1.0 Dragon Oil Confidential

VENDOR USER MANUAL

Enter the user name and password.

Dragon Oil_Vendor_Portal_Training_Manual_V1.0 Dragon Oil Confidential

VENDOR USER MANUAL

MAIN PAGE (DRAGON OIL VENDOR PORTAL APPLICATION HOME

Vendor will have only two responsibilities:

2. One is related to RFQ/Quote Process (Sourcing Supplier)

Dragon Oil_Vendor_Portal_Training_Manual_V1.0 Dragon Oil Confidential

VENDOR USER MANUAL

Dragon Oil_Vendor_Portal_Training_Manual_V1.0 Dragon Oil Confidential

VENDOR USER MANUAL

By clicking on Negotiation Details (RFQ Details) Vendor will reach to the

Dragon Oil_Vendor_Portal_Training_Manual_V1.0 Dragon Oil Confidential

VENDOR USER MANUAL

SOURCING HOME PAGE

2. Click on Sourcing Home Page.

The Oracle Sourcing Home covers various information such as;

Your Active and Draft Responses

Dragon Oil_Vendor_Portal_Training_Manual_V1.0 Dragon Oil Confidential

VENDOR USER MANUAL

If you are currently participating in a RFQ or are in the process of preparing a

Your Companys Open Invitation

To access a RFQ, click the Number link for that RFQ.

Using the Sourcing Home page you can:

Search for RFQ in which to participate.

Create, view and/or edit any draft responses.

Create and submit responses to RFQs.

Vendor user can Manage Drafts & Personal Information

Dragon Oil_Vendor_Portal_Training_Manual_V1.0 Dragon Oil Confidential

VENDOR USER MANUAL

2. Click on the RFQ Number in Your Companys Open Invitations

Dragon Oil_Vendor_Portal_Training_Manual_V1.0 Dragon Oil Confidential

VENDOR USER MANUAL

2. Select Printable View.

Dragon Oil_Vendor_Portal_Training_Manual_V1.0 Dragon Oil Confidential

VENDOR USER MANUAL

4. In Download window Click on Open or Save button.

Dragon Oil_Vendor_Portal_Training_Manual_V1.0 Dragon Oil Confidential

VENDOR USER MANUAL

Please go to Acknowledge Participation page to acknowledge your intent to participate by

2. Select Acknowledge Participation