Isupplier User Guide-En

Supplier Collaboration User Guide
Rev: 15
Rev Date: December 02, 2021
# Procedure Name Page

 Poly Purchase-to-Pay Process Overview 3
 Navigate iSupplier Homepage 4
1 View & Accept Purchase Orders/Blanket Purchase 5
Agreements
2 View & Reject Purchase Orders/Blanket Purchase 7
Agreements
3 Request Changes to Purchase Orders 9
4 Request Changes to Purchase Orders – Split Line(s) 13
5 Request Cancellations to PO Lines 17
6 View Attachments to Purchase Orders 20
7 Export Purchase Order(s) 21
8 View Purchase Order History 22
9 View PO Delivery Schedules 24
10 View Overdue Receipts 26
11 View Receipts 27
12 View Returns 29
13 View On-Time Performance 30
14 View Invoices 31
15 View Payments 33
 Consignment & Vendor Managed Inventory (CVMI) Process 35
Overviews
16 View Forecasts & Export 37
17 View Forecast Comparison (Waterfall Analysis) 39
18 View Vendor Managed Items 42
19 Release Replenishment Order for VMI/CVMI Item 44
(Vendor Managed Inventory/Consigned VMI)
20 Create Manual Replenishment Order 47
21 Request Changes / Corrections to Replenishment CVMI PO 50
22 View Detailed Consignment Information 52
23 View Consumption Advices 54
24 Create Advance Shipment Notice 56
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# Procedure Name Page

 Standard BPA Process Overview 61
26 View & Accept Standard BPA Releases 62
 Invoicing Overview 64
27 Create Standard Invoice 66
 Supply Commits Overview 70
29 Update Supply Commits 71
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Purchase-to-Pay Process Overview
Business Process Guidelines

 iSupplier will provide suppliers with purchase order, shipment, invoice, payment,
receipt, and returns information for standard purchased items (Non-VMI/CVMI).
 Notifications will be sent for acceptance when purchase orders are placed and/or
modified.
 This will be the supplier’s main tool for managing PLT’s business and communicating
information.
How to log into Oracle:

1. Go to the Poly homepage, see link below.
2. From the Poly website go to the PARTNERS tab
3. Select SUPPLIER COLLABORATION
From this page log into Oracle, view the terms & conditions, user guide, frequently asked
questions and Poly Fiscal Calendar.
Poly Website: http://www.Poly.com/us/

Partners tab
Supplier Collaboration page: https://www.Poly.com/us/en/partners/suppliers
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Navigate iSupplier Homepage
PLT-iSupplier Portal  Home Tab

QuickTabs
QuickNavigate
QuickSearch
Notifications: Here all Purchase Order Notifications that have been sent are visible. There will
be a corresponding email. Respond to notifications iSupplier.
Optionally, view the full list of Notifications by clicking on the “Full List” button.
Orders at a Glance: Here the 5 most recent Purchase Orders that have been created or
changed are visible
Optionally, view the full list of Purchase Orders by clicking on the “Full List” button.
Quick Navigate: (Our Favorite) Easy-to-Use, fully expanded navigation.
Quick Tabs: Search by clicking on any of the corresponding QuickTabs.
Quick Search: Find Purchase Orders, Invoices and Payments by selecting a criteria and the
corresponding number.
Change Language: Preferences  Use the drop down under “Default Application
Language” to select the desired language  Apply
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Procedure 1 View & Accept Purchase Orders/Blanket Purchase

Agreements
PLT-iSupplier Portal  Home Tab  Notifications Region
Notes:
 This process applies to Standard Purchase Orders, Blanket Agreements and Blanket
Releases.
 Do not respond to notifications using email, please log into the iSupplier webpage.
 It is important to understand the changes made to Purchase Orders. When
acknowledging a changed Purchase Order view the change details first using
Procedure 8, View Purchase Order History.
1. Notifications: From the notifications region, two types of notices will be seen: “requires
your acceptance” and “for your review”.
2. Orders: From the Orders tab, select Purchase Orders to Acknowledge from the drop
down menu, then click Go.
a. This is list will contain both new Purchase Orders and changed Purchase
Orders.
b. To view changes note the Purchase Order number and view the changes using
Purchase History, see Procedure 8, View Purchase Order History
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Procedure 1 View & Accept Purchase Orders/Blanket Purchase

Agreements
3. Select the Purchase Order and click the Acknowledge button. The acceptance
notification for the Purchase Order will open.
a. If the notification is for a changed Purchase Order view the changes using
Purchase History  Show all PO Changes, see Procedure 8, View Purchase
Order History.
4. Accept: Click on the Accept button.

a. Once accepted, the PLT Buyer will receive an email notification that the PO
was accepted. Suppliers need to accept POs and PO changes within 24 hours.
b. After accepting the PO, iSupplier will return to the notifications page.
c. To make changes go to the Orders Tab or Orders at a Glance.
5. Home: Click on the Home Tab to return to the home page.
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Procedure 2 View & Reject Purchase Orders/Blanket Purchase

Agreements
Notes:
 This process applies to Standard Purchase Orders, Blanket Agreements and Blanket
Releases.
 Do not respond to notifications using email, please log into the iSupplier webpage.
 PO should only be rejected if we have sent a PO the wrong supplier.
1. Review the PO via the notification.
DO NOT REJECT THE PO HERE. PLEASE REJECT THE PO WITH NOTE TO

BUYER BY OPENING UP THE PO.
2. Orders: From the Orders tab, select Purchase Orders to Acknowledge from the drop-
down menu, then click Go.
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Procedure 2 View & Reject Purchase Orders/Blanket Purchase

Agreements
1. Select: Select the PO Number to acknowledge (reject) and click on Acknowledge.
2. Reject Entire Order: Click on Reject Entire Order.
3. Note to Buyer: Enter a Note to Buyer.

4. Submit: Click on the submit button.
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Procedure 3 Request Changes to Purchase Orders
PLT-iSupplier Portal  Home Tab  Orders at a Glance - OR -
PLT-iSupplier Portal  Orders Tab  Select Purchase Order - OR -
PLT-iSupplier Portal  Home Tab  QuickNavigate  Select Purchase Orders
1. To search for specific Purchase Orders, select Purchase Orders from the
QuickNavigate region, the “Orders at a Glance” region, or the Quicksearch region.
2. Chose
a. All Purchase Orders
b. Purchase Orders to be Acknowledged
c. Purchase Orders Pending Supplier Change (awaiting PLT buyer Acceptance or
Rejection of supplier changes).
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3. Select: Select the purchase order to change

4. Request Changes: Select the Request Changes button
d. The following fields may be changed by the supplier:
i. Price (not recommended as this will be pre-determined by Commodity
Management)
ii. Quantity Ordered
iii. Promise Date - Commit Date from supplier
iv. Split Lines - See Procedure 4 – Request Change to Purchase Orders
– Splitting Lines
5. Show: Click on the Show Icon .
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6. In this example, we will change: Price, Quantity Ordered, and Promised Date.
7. Enter the desired change(s) (Price, Quantity, Promise Date)
8. Reason: Enter a Reason for each change.
e. This is a required field that must be entered for all lines / shipments that are
being changed. This reason will be displayed to the buyer.
9. Action: Select Change from the Action drop-down list.
10. Submit: Click on the Submit button to submit changes.
f. The supplier’s change request will be reviewed and either accepted, or rejected
by the PLT buyer.
g. Once the PLT Buyer responds to the supplier change, the supplier will receive
a notification either accepting or rejecting the change(s).
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11. Notifications (Home Tab): Select the response notification to review the details of the
response.
12. Response: To view the response to requests, look under response column.
h. In this example, changes have been accepted and the original PLT PO is
updated automatically.
i. When changes are rejected the original PO will remain unchanged. The
response will state “Rejected”.
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Procedure 4 Request Changes to Purchase Orders – Split Line(s)
PLT-iSupplier Portal  Home Tab  QuickNavigate  Purchase Orders
Note:
 Do not split lines on VMI/CVMI releases. Instead use “Request Changes to Purchase
Orders”. Example: Released quantity = 1000 and the shipment quantity will be 900. In
this case submit a change request changing the quantity to 900.
1. Purchase Orders: Select Purchase Orders from the QuickNavigate region. To search
for a specific Purchase Order, Enter a Purchase Order number in the “Search” field in
the QuickSearch region.
2. Optionally view:
a. All Purchase Orders,
b. Purchase Orders to be Acknowledged
c. Purchase Orders Pending Supplier Change (awaiting Buyer Acceptance or
Rejection of Supplier changes).
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3. Select: Select on PO Number to change.

4. Request Changes: Click on the Request Changes button.
5. The following fields may be changed by the supplier:

a. Price (not recommended as this will be pre-determined by Commodity Management)
b. Quantity Ordered
c. Promise Date (Commit Date from supplier)
d. Split Lines
6. Show: Click on the Show Icon .
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7. Split: Select the “Split” icon .

Do not split lines on VMI/CVMI releases
a. In this example, the original Shipment Line quantity is 5000.
b. Once the “Split” icon is selected, an additional line will be displayed.
c. In this example, the original line for 5000 will be requested to be split into two
shipments of 3000 and 2000, respectively.
d. Remember to never split a VMI or CVMI release. Always submit a change
request changing the quantity instead.
Additional Row
8. Original Line Quantity: Adjust the Original Line Quantity to reflect the desired split
quantity.
Caution: When splitting standard purchase order lines, Original line quantity must be changed
to reflect the split. The total of the lines should not be greater than the original quantity;
otherwise the change will add an additional quantity to the PO
9. Split Line: Enter the Split Quantity on the new line below to reflect the desired split
quantity.
10. Promised Date on Split Line: Enter the new Promised Date on the new split line.
11. Reason: Enter a Reason for both the original and new line.
a. This is a required field that must be entered for all lines / shipments that are
being changed. This reason will be displayed to the buyer.
12. Action: Select Change from the Action drop-down list.
13. Submit: Click on the Submit button to submit changes.
14. If the supplier wants to split the original line quantity into multiple line splits (shipments),
select the “Split” Icon again.
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15. The supplier’s change request will be reviewed and either accepted, or rejected by the
PLT buyer.
16. Once the PLT Buyer responds to the supplier change, the supplier will receive a
notification either accepting or rejecting the change(s).
17. Notifications (Home Tab): Select the response notification to review the details.
18. To view the response to requests, look under response column.
b. In this example, changes have been accepted and the original PLT PO is
updated automatically.
c. Note that the second line is a Split shipment.
d. If the split request is rejected by the buyer the original PO will remain
unchanged.
e. The Icon “ “ indicates any changes and the icon “ ” indicates any
cancellations pending.
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Procedure 5 Request Cancellations to PO Lines
PLT-iSupplier Portal  Home Tab  Orders Quick Search
1. PO Number (QuickSearch): Enter a Purchase Order number in the QuickSearch field

above notifications region, and select the “GO” button
a. In this example, we enter a Purchase Order Number in the QuickSearch field.
b. Optionally use Orders at a Glance to review the most recent purchase orders
2. Select: Select the desired PO by clicking on the Select button to the left of the PO
Number.
3. Request Changes: Click on the Request Changes button.
 Note: NEVER click “Cancel Entire Order”. Cancel the line instead.
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4. Show: Click on the Show icon .
5. In this example, we are canceling line 1.

6. Action: Select Cancel from the Action drop down list for line one.
7. Reason: Enter a cancellation reason (Required field and will be displayed to the
buyer).
8. Submit: Select the Submit button.
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a. The PLT Buyer will receive a request for cancellation.

b. The supplier’s change request will be reviewed and either accepted, or rejected
by the PLT buyer.
c. If the change request is rejected, the current PO will remain effective.
d. Once the PLT Buyer responds to the supplier cancellation, the Suppler will
receive a notification.
9. Notifications (Home Tab): Select the response notification to review the details.
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Procedure 6 View Attachments to Purchase Orders
PLT-iSupplier Portal  Home Tab  QuickSearch
1. Purchase Orders: Click on Purchase Orders in the QuickNavigate menu to find a

specific Purchase Order.
a. Optionally use the Orders at a Glance Region to review the most recent
purchase orders
2. Attachment: Select the Attachment icon to view the attachment.

a. If attachment(s) exist, the paper clip button will appear as above. If there is no
attachment, the paper clip will not be visible.
b. There can be one attachment for the entire PO or there can be attachment(s)
at the line level. To open up attachments at the line level, select the PO to
show the line details.
3. File Name: Select the Name of the Attachment to view the file.
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Procedure 7 Export Purchase Order(s)
PLT-iSupplier Portal  Home Tab  QuickNavigate (Purchase Orders)
1. Select Purchase Orders from the QuickNavigate region.
2. In this example, we will export all Purchase Orders. Narrow down the search criteria by
clicking on “Advanced Search”.
3. Export: Select Export to export all Purchase Orders.
a. Optionally, to export one specific Purchase Order: Click on the PO to export.
i. Open the PO
ii. Select Export button.
4. Save the file to the desktop.
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Procedure 8 View Purchase Order History
PLT-iSupplier Portal  Home Tab  Orders  Purchase History
1. Purchase History: Select Purchase History.
2. PO Number: Enter a specific PO Number and click on Go.

a. In this example, we search for the purchase order history of a specific
Purchase Order.
b. Optionally click on Go to find all Purchase Order Revision History.
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Procedure 8 View Purchase Order History
3. The most recent Revision is displayed for the Purchase Order(s) queried.
4. Show All PO Changes: Select the Show all PO changes icon to view ALL PO
changes.
a. Optionally: The compare this Revision to the previous PO, or to the original
PO.
i. Select Compare to Original PO button
ii. Select Compare to Previous PO button
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Procedure 9 View PO Delivery Schedules
PLT-iSupplier Portal  Home Tab QuickNavigateShipments Delivery Schedules
1. Delivery Schedules: Select Delivery Schedules from the QuickNavigate region.
2. Go: Click on Go to find all open deliveries.

a. Optionally, enter search criteria to specify specific searches or use Advanced
Search.
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Procedure 9 View PO Delivery Schedules
3. All open deliveries will appear.

4. Once PLT has received the entire quantity, the delivery will no longer be viewable here.
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Procedure 10 View Overdue Receipts
PLT-iSupplier Portal  Home Tab QuickNavigate Shipments Overdue Receipts
1. Overdue Receipts: Click on the Overdue Receipts menu from the QuickNavigate
menus.
2. Go: Click on the Go button to find all Overdue Receipts.

a. Search for specific Overdue Receipts by entering any of the search criteria,
or by using the Advanced Search feature.
3. All Overdue Receipts are shown.
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Procedure 11 View Receipts
PLT-iSupplier Portal  Home Tab  QuickNavigate Receipts  Receipts
1. Receipts: Select Receipts from the QuickNavigate region.
2. Go: Click on the Go button to find all Receipts.
a. In this example, we search for all PO Receipts.

b. Optionally, search for specific receipts by entering any of the search criteria.
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Procedure 11 View Receipts
3. Receipt Number: Click on the Receipt Number to view receipt details.
4. Receipt details are displayed.
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Procedure 12 View Returns
PLT-iSupplier Portal  Home Tab  QuickNavigate Receipts  Returns
1. Returns: Select Returns from the QuickNavigate region.
2. Go: Click on Go to find all returns.
a. In this example, we search for all returns.

b. Optionally, search for specific returns by entering any of the search criteria.
3. Return details are displayed.
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Procedure 13 View On-time Performance
PLT-iSupplier Portal  Home Tab  QuickNavigate Receipts  On-Time Performance
1. On-Time Performance: Click on the On-Time Performance menu from the

QuickNavigate region.
2. Go: Click on the Go button.
a. In this example, we search for on-time performance for all shipments

b. Optionally, search for specific receipts by entering any of the search criteria.
3. Review on-time performance results for the shipments.
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Procedure 14 View Invoices
PLT-iSupplier Portal  QuickNavigate Invoices  Invoices
Notes:
 New invoices are can be viewed after the import program runs at 6:00 A.M. Pacific
Standard Time.
 See Procedure 27, Create Standard Invoice, for instructions to create invoices.
1. Invoices: Select “Invoices” from the QuickNavigate region.
a. In this example, we search for a specific invoice.

b. Optionally, search for all invoices by not entering any search criteria.
2. Invoice Number: Enter the Invoice Number.

4. Invoice Number: Click on the actual Invoice Number to view Invoice details.
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5. Invoice Details are displayed
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Procedure 15 View Payments
PLT-iSupplier Portal  Home Tab  QuickNavigate Payments  Payments
Notes:
 One Payment Number may apply to many invoices and/or many Purchase Orders
 Discounts taken can be viewed by selecting the Invoice Number
1. Payments: Select Payments from the QuickNavigate region
a. In this example, we will search for a specific payment

b. Optionally, search for all payments by not entering any search criteria or
search by payment number
2. PO Number or Payment Number: Enter the PO Number or Payment Number
3. Go: Click the Go button
4. Payment Number: Select the Payment Number to view the payment details
a. Select the Invoice number to see further payment details for each Invoice or
Purchase Order, including discounts taken
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CVMI & VMI Process Overviews

 Supplier will be issued Blanket Purchase Agreement at the beginning of the PLT fiscal
year for all CVMI and VMI items.
o This blanket will not contain a dollar or quantity value.
o Supplier will review pricing on Blanket Purchase agreement.
 Supplier will invoice weekly consumptions against Weekly Consumption Advices.
 Actual CVMI shipments will be against a Standard CVMI-Purchase order that will not
carry any financial implications. It is utilized for the supplier to ship and for PLT to
receive CVMI items.
 Suppliers are not to request price changes to Blanket Purchase Agreements via
iSupplier. Suppliers are to contact their Commodity Manager to request price changes.
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CVMI & VMI Process Overviews
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Procedure 16 View Forecasts & Export
PLT-iSupplier Portal  Home Tab Planning
Note: Suppliers are to follow the inventory agreement as negotiated with Poly Commodity
Management.
o Planning Tab: Select the Planning Tab from the Home Tab.
o Forecast: Select the Forecast sub-tab.

o Go: Select the Go button
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Procedure 16 View Forecasts & Export
 All assigned items are listed.

 Two different Order Types are viewable when using the default Preference Set - Forecast
o Order Forecast: Planned Orders from Poly’ Advanced Planning System
 This is the Net Forecast, it takes into consideration on-hand, on-order and in-
transit
 The dates here are expected delivery dates to the Poly factory, not supplier
ship dates.
 iSupplier Order Forecast is updated from the planning system every Monday
morning
o Running Total Demand: Cumulative total forecast
 Optionally, select the Export All button from the top right.
o Open/Save: Select the Open or Save Button to save the file.
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Procedure 17 View Forecast Comparison (Waterfall Analysis)
PLT-iSupplier Portal  Home Tab  Planning
o Planning Tab: Select the planning tab from the Home Tab.
o Forecast Comparison: Select the Forecast Comparison sub-tab.
o Enter the desired search criteria:

A. Enter an item to see a forecast comparison from week-to-week or month-
to-month.
B. Enter a “From Date” and “To Date” to compare item(s) over a date range
C. Enter the “Supplier” name to find all items from that supplier.
 Use the “%” character to enter partial values to search.
Example: To search ACME Supplier = ACM%
D. Select “Advanced Search” for more options
Note A: Supplier may also compare one item to another by searching for all items and
then selecting the desired items to compare against.
Note B: It is advised that the supplier explores the search and comparison features to
determine which options best fit their needs.
o Go: Select the Go button to find the desired items.
 In this example, we find all forecasted items and then we compare
the forecast of the two items.
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o Select Item: Select the desired forecasts to compare by clicking on the check box next
to the item.
 Select All: Optionally, click Select All to select all items / forecasts to compare
 Note: The Published Date column to the right displays the date the forecasts were
generated. Four weeks of history will be maintained.
o Bucket Type: Select the Bucket Type (Use Monthly or Weekly for best results)
o Compare: Click on the Compare button.
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o View the graph which graphically compares the forecasts over time.
o View the weekly numerical comparison for the forecasts (Waterfall Analysis)
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Procedure 18 View Vendor Managed Inventory Items
PLT-iSupplier Portal  Home Tab  QuickNavigate Planning  VMI
1. VMI: Select VMI from the QuickNavigate region.
 Important Note: This will be the main window the supplier will use to manage
consigned vendor managed items.
The colors correspond to the status of the Inventory On-Hand. See Appendix B for further
details.
 Green: Denotes inventory position is OK.
 Red: Denotes inventory shortage action required.
 Yellow: Denotes excess inventory.
 Stripes: Denotes shipment quantities in process.
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Procedure 18 View Vendor Managed Inventory Items
 Replenishment Date: Date when the system recommends replenishment is

needed.
 Suggested Replenishment Quantity: Quantity the system recommends in order
to reach the maximum inventory position based on the min-max values.
 Replenishment Quantity: Actual quantity the supplier will ship into the hub. This
quantity will default with the system recommended quantity (See Note).
o Note: Though the system will recommend a replenishment to fill the hub to
the max inventory position, the supplier may or may not choose to ship the
recommended quantity. This field gives the supplier the ability to manually
overwrite the system recommendation and enter (ship) partial quantities as
long as it will bring the inventory position above the minimum level and no
greater than the maximum level.
 In process Quantity: Quantity released by supplier until the system refreshes.
System will refresh daily.
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Procedure 19 Release Replenishment Order for VMI/CVMI Item

1. VMI: Select VMI from the QuickNavigate region.
 All Vendor Managed Items will be displayed by default.
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Procedure 19 Release Replenishment Order for VMI/CVMI Item
 In this example, the system suggests a Replenishment Date of 06-MAY-2014 and

Replenishment Quantity of 19578 for item 18730-102
3. Select Item: Select the item to create a Replenishment Order (i.e. make a shipment
into the VMI hub) by checking the Select Item checkbox.
4. Release: Select the Release button to accept the system recommended date and
quantity. A Replenishment Order will be created for the item selected.
5. Replenishment Quantity: Optionally, adjust the Replenishment Quantity to reflect

actual shipment into the hub. If the supplier is unable to make the system
recommended quantity, this allows the supplier to enter (ship) partial quantities.
 Note: Supplier cannot enter a quantity greater than the suggested quantity or adjust
the recommended date. To do this, the supplier must create a manual replenishment
order. See Procedure 20 for Creating Manual Replenishment Orders.
 Important Note: Be sure to deselect the previous item when releasing next item. One
item per release should be made.
Important Note: The supplier should perform this release as close to the time of
shipment as possible to avoid inaccurate data. Once released, a purchase order will be
created in the PLT system with the date and quantity entered by the supplier. Thus it is
important for the accuracy of PLT planning that the date and quantity are correct.
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If a quantity is entered incorrectly or the shipment quantity changes after the
replenishment transaction has already been submitted, See Procedure 21 for making
changes / corrections.
 Once the “Release” button is selected, the shipped quantity will show under Inprocess
Quantity. This indicates that the replenishment has been completed but the system
has not yet refreshed. The system will refresh daily for this activity.
 This Inprocess Quantity does not get updated when creating a manual replenishment
order (See Procedure 20)
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Procedure 20 Create Manual Replenishment Order

1. VMI: Select VMI from the QuickNavigate region
 All Vendor Managed Items will be displayed by default. Supplier may specify a
specific search using the different search criteria.
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3. Select Item: Select the item to create a Replenishment Order (i.e. make a shipment
into the VMI hub) by checking the Select Item checkbox.
4. Create Requisition: Scroll to the right and select the Create Requisition icon.
 Note: When creating a manual replenishment order, the Inprocess Quantity and
the VMI graphs will not get updated until the daily refresh occurs.
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Procedure 20 Create Manual Replenishment Order
5. Order Quantity: Enter the Order Quantity.

6. Need-by-Date: Enter the Need-by-date.
7. Note to Buyer: Optionally Enter a Note to Buyer (the note will be displayed in a buyer
notification.)
8. Submit: Select the Submit button. This will create a replenishment requisition in PLT’s
system.
Note: This represents a shipment into the VMI Hub. The supplier should perform this
transaction only when the actual ship quantity is confirmed. If a mistake is made with
the Replenishment Quantity or Need-by-date entered, see Procedure 21 for
corrections.
 The replenishment request has been submitted. A requisition will be automatically

created in the PLT system and the PLT buyer will receive a notification.
o Note: When releasing a manual replenishment order, the Inprocess Quantity
will not get updated, nor will the VMI on-hand graph.
9. Back to VMI: Select the Back to VMI to return to the VMI screen.
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Procedure 21 Request Changes / Corrections to VMI/CVMI

Replenishment PO
Notes:
 This procedure should be used on an exception basis only when a mistake is made
when either releasing a replenishment order, or while creating a manual replenishment
and the entered quantity and/or promise date does not match the actual shipment.
 If the quantity released is greater than the quantity that can be shipped, reduce the
quantity of the release. Do not split the PO into two separate shipments.
 If the shipment cannot be made cancel the PO line, see Procedure 5.
1. Find the purchase order using one of the several search methods:
o Quick Search
o QuickNavigate
o Order Tab
o Orders at a Glance
2. Request Changes: Select the Request Changes action.

3. Show: Click on the Show Icon to display the line details.
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4. Quantity: Update the quantity as necessary.
5. Reason: Enter a Reason for the quantity/date change.
6. Promised Date: Update the Promised Date (if necessary).
7. Action: Select an action from the drop down list.
8. Submit: Click on the Submit button.
 The change request will be reviewed and accepted by the buyer.
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Procedure 22 View Detailed Consignment Information
PLT-iSupplier Portal  Home Tab Product

1. Product Tab: Select the Product tab from the QuickTab region.
2. Consigned Inventory: Click on the Consigned Inventory

3. Go: Click on the Go button to find all Consigned Items, or enter any of the search
criteria for a specific search.
 The supplier can view the following detailed consumption information by selecting the
desired icon
A. Consigned On-Hand: Displays inventory location, locator, lot, Rev…etc.

B. Consigned Shipments: Displays shipments made for consignment items.
C. ** Consumption Advices: The payment trigger when Inventory is
consumed by PLT.
D. ** Consigned Receipts: Receipts made for consignment items. These
receipts also view this through the normal receipts window.
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Procedure 22 View Detailed Consignment Information
E. Consigned Returns: Returns for consigned items. PLT will not use.
F. ** Material Transactions: When material is consumed by PLT this
provides the detailed material transaction information.
G. ** VMI: Is the main VMI window to manage VMI items.
 Note: ** indicates the detailed information the supplier will utilize most often.
4. Consigned On-Hand: Click on the Consigned On-Hand icon corresponding to the

items to see on-hand quantity details.
 Detailed on-hand information is displayed for item 70019-01.
5. Subinventory: Click on the Subinventory button to view the detailed inventory location
at PLT.
 Here we see the subinventory location of the item selected. Drill down into greater
detail, if desired.
 To view all supplier owned material:

1. Go to Product tab
2. Select Consigned Inventory
3. Select Consigned Inventory Aging
4. Click Advanced Search button
5. Change Examine is drop down to All Consigned Material
6. Change Add Another drop down to Supplier Site
7. Click Add button
8. In Supplier Site field use the magnifying glass and select the appropriate supplier site,
i.e. HONG KONG
9. Click the Select button
10. Click Go button
11. Ten rows at a time are viewable, if preferred, export all lines by clicking the Export
button
Notes:
 The quantity here changes every day.
 The quantity here may be different than the OH quantity in the VMI tab. The OH
in the VMI tab is Supplier owned + Poly owned.
Page 53 of 78
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Procedure 23 View Consumption Advices
PLT-iSupplier Portal  Home Tab Product
 A Consumption Advice is the mechanism that Oracle uses to alert a Supplier that
material has been consumed. The Supplier can then Invoice PLT for those items
consumed.
 A Consumption Advice is a blanket release against a Blanket Purchase Order. That
Blanket Release is the total amount that weekly invoices should be based upon.
1. Product: Select Product from the QuickTab region.
2. Consigned Inventory: Click on the Consigned Inventory

criteria for a specific search
4. Consumption Advices: Select the Consumption Advices icon for the desired
consignment item.
 The Consumption Advice is displayed.
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Procedure 23 View Consumption Advices
4. PO Number: Select the PO Number (Blanket PO – Release Number) to see the

Consumption Advice details.
 The Consumption Advice details are displayed. The Total at the top of the consumption
advice is the amount that the supplier should invoice PLT.
5. Show: Click on the Show Details button to view details of the consumption.
 Detailed consumption information is displayed:

o Quantity ordered (this is actually quantity consumed)
o Price (Based on Blanket Purchase Order Price when consumption occurred).
o Amount which can be invoiced to PLT.
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Procedure 24 Create Advance Shipment Notices
PLT-iSupplier Portal  Home Tab QuickNavigate Advance Shipment Notices
IMPORTANT NOTES:
 Do not use symbols when creating ASNs. Do not use #, &, *, etc. The dash (-) and
backslash (/) symbols can be used.
 If the entire quantity released cannot be shipped, first update any shipment quantities
via Procedure 21 “Request Changes/ Corrections to Purchase Orders” before creating
an ASN. Never split a VMI/CVMI release.
 To calculate the Expected Receipt Date the standard ship time must be known. If the
standard ship time is unknown ask the buyer.
 To calculate the Expected Receipt Date count calendar days, not working days.
 ASN cannot be created if the material is already received
Order Type: Standard VMI Release CVMI Release & Consumption Advice
Purchase Order
(buyer created)
Asia supplier shipping to: Create ASN Create ASN Create ASN for shipment Release
 BVROW/MX1 Create Invoice for Consumption Advice
 BVROW/TH1
 BVROW/OTW
 BVEA/CZ1
 Thailand_335/AU3
 US/US1
 US/US6
North America supplier No ASN required No ASN required No ASN required
shipping to MX1 Create Invoice Create Invoice Create Invoice for Consumption Advice
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1. Advance Shipment Notices: Select the Advance Shipment Notices Quicknavigate

menu.
2. Create Advance Shipment Notices: Select the Create Advanced Shipment Notices
menu.
 By Default, Shipments Due this week will appear. Optionally, choose Shipments Due
Any Time.
criteria for a specific search
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3. Select: Select the PO Shipment to create an Advance Shipment Notice.

4. Add to Shipment Notice: Click on Add to Shipment Notice.
5. Shipment Line Defaults: Enter any Shipment Line Details that need to default to all
lines. Otherwise, enter shipment line data for each shipment.
 In this scenario, we will default the Packing Slip to all lines.
6. Show: Click on the button to see the Line Details.
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7. Quantity Shipped: Enter the Quantity Shipped.

8. Add Attachments: Attach the Packing Slip
9. Shipment Header: Click on the Shipment Header to enter Shipment Header Details.
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10. Shipment Number: Enter the ASN number.

11. Expected Receipt Date: Enter the Expected Receipt date
 Expected Receipt Date means delivery to the Poly factory, not shipment date
 If the item is VMI or CVMI calculate the date based on:
o Calendar days (7 days per week)
o Standard ship time (if the standard ship time is unknown ask the buyer)
o Expedited ship time per only buyer direction
12. Shipment Date: Enter Today’s Date
13. Freight Information: Enter all applicable Freight Information:
14. Submit: Click on Submit
Congratulations! The ASN has been submitted.
Page 60 of 78
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Standard BPA Process Overview

 Supplier will be issued Blanket Purchase Agreement for all Non CVMI/VMI items
o Going forward all Non CVMI/VMI items will be referred to as “Standard
items”
o This blanket will not contain a dollar or quantity value, it is for pricing only
o Naming convention for Standard BPA is 7XXXXXXX.
 Replenishments will be managed by Poly buyer as needed. Supplier will
acknowledge such releases via iSupplier.
 Supplier has access to PLT forecast quantities that may use for planning purposes
but should only build upon receipt of Purchase Order release.
 No inventory is needed at supplier site.
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Procedure 26 View & Accept Standard BPA Releases
Note: Do not respond to notifications using email, please log in to the iSupplier webpage.
A. Notifications: From the notifications regions,

1. Click on the Blanket Purchase Agreement requiring acceptance. This notification
will be identical to the email notification.
2. Accept: Click on the Accept button.
B. Orders: From the Orders tab

1. Select the Purchase Order to Acknowledge from the drop down menu.
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Procedure 26 View & Accept Standard BPA Releases
2. Accept: Click on the Accept the Entire Order button.
A. This notification requires acceptance. Once accepted, the PLT Buyer

will receive an email notification that the PO was accepted.
B. After accepting the PO, iSupplier will return to the notifications page.
C. To make changes go to the Orders Tab or Orders at a Glance shortcut.
Important Note: Complete number in the Purchase Order No. Field (including dash
number) should be the PO Reference in all shipping documents (packing slip & invoice).
3. Home: Click on the Home Tab to return to the home page.
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Invoicing Overview

 Invoices must be dated today. Do not enter an Invoice date in the past or the future.
This will cause the Invoice to go on HOLD and will delay payment.
o When making use of the Save for Later button pay close attention and adjust
the Invoice date to today before submitting.
 Supplier will create a Standard Invoice for CVMI Consumption Advices, not an ASBN.
o Since CVMI POs are for shipping only, an ASBN cannot be used for CVMI
shipments.
 One Purchase Order per Invoice is recommended.
o If an Invoice contains multiple Purchase Orders, one Purchase Order on HOLD
will delay payment for the entire Invoice.
o Invoices can only have one payment term. Purchase Orders with different
payment terms cannot be on the same invoice.
 Invoices containing tax should be sent via email to apinvoices@poly.com (should not
be submitted in iSupplier).
 Debits & Credits for returned goods need to be mailed via US Mail to the appropriate
address.
o This includes Debits for Freight
 Pay close attention to the Payment Terms on the Purchase Orders. Invoices can only
have one Payment Term, not multiple Payment Terms. Purchase Orders with different
Payment Terms cannot be on the same Invoice.
o Three-way matching = Purchase Order + Receipt + Payment
 Receipt required
 Invoice cannot be created if the Purchase Order is pending approval or has been paid
in full already.
 Invoices with a Bill to of PLAMEX S.A. DE C.V. will not go through iSupplier. These
invoices must be mailed to the appropriate address.
PLAMEX S.A. DE C.V.
Accounts Payable
PO BOX 434297
San Diego, CA 92143-4297
United States
-or-
Send to the email address:
AP.PLAMEX@poly.com
Page 64 of 78
Rev: 15
Invoicing Overview

Order Type: Standard Purchase VMI Release CVMI Release
Order
(buyer created)
Asia supplier billing process Create ASN Create ASN Create Invoice for Consumption
Create Invoice Create Invoice Advice
Create ASN for Release
North America supplier Create Invoice Create Invoice Create Invoice

billing process
Shipping & Payment PO used for shipping is PO released is used for PO released is used for
also the PO used for shipping & billing shipping only, Consumption
billing Advice is used for billing
Special Carton Markings Follow the Poly Vendor Follow the Poly Vendor Follow the Poly Vendor Routing
Routing & Packaging Routing & Packaging Guide & Packaging Guide
Guide +
“CVMI” needs to be shown
clearly on all shipping docs &
cartons
Ownership Not Applicable Not Applicable Material is supplier owned until
consumption
Page 65 of 78
Rev: 15
Procedure 27 Create Standard Invoice
PLT-iSupplier Invoicing  Finance Tab  Invoicing  Create Invoices Region
1. Finance: Select the Finance Tab

2. Create Invoices: Select the Create Invoices menu
3. Create Invoice: Select With a PO option from the drop down menu
4. Go: click the Go button
5. Enter Purchase Order Number: Type the PO number in the space

provided
Note:
To find a Blanket Purchase Order or Blanket Purchase Order Release, type the
Blanket Purchase Order number and the % symbol (i.e.: 7XXXXX%).
Do not type 7XXXXX-12. Instead enter 7XXXXX% then find the -12 releases.
If your PO does not show, check to see if the PO is pending buyer approval
6. Next: Click the Go button
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Rev: 15
7. Add Items to Invoice List: Click the Add Items to Invoice List button
The PO selected will show in the Purchase Order Items Added to Invoice section.
Page down to view this section.
8. Select: Check the Select box for the Purchase Order line in the
Purchase Order Items Added to Invoice section.
9. Next: Click the Next button
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Rev: 15
10. Quantity to Invoice: Review the Quantity to Invoice, update if necessary

11. Enter Tax: Enter the Tax Amount if applicable
12. Enter Freight: Enter the Freight Amount if applicable
13. Calculate: Click the Calculate button
14. Next: Click the Next button
15. Submit: Review the Invoice and click Submit.
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Rev: 15
Congratulations! The invoice has been submitted
Page 69 of 78
Rev: 15
Supply Commits Overview

 Supply Commits are future PO releases (ETA date). Is a firm commitment from the supplier to
deliver inventory at the distribution centers based on their shipping plans.
 Submitting Supply Commits into iSupplier only applies to items in a BPA agreement (VMI, CVMI,
standard BPA). Standard POs do not apply because the ETA date on Standard PO is already a
vendor’s commitment to Poly.
 Supply Commits will be used by Poly’s procurement team to identify future gaps in our supply
chain and to collaborate with the vendor to define component’s shortages and/or capacity
constraints.
 Each week suppliers will review the forecast (Monday), create their PO releases and upload their
Supply Commits to iSupplier the same day (no later than Wednesday), in order to avoid
duplication of shipments.
 Take into consideration the standard ship time and shipping mode– if the standard ship time or
shipping mode is unknown, contact the buyer.
 Supply Commit will assume 100% availability outside the product lead time window. Supplier
has no action in confirming with a Supply Commit beyond lead time.
 Entering a supply commit is not a guarantee that Poly will take the material. Follow the inventory
agreement negotiated with the Poly Commodity Manager.
Notes:
 If there is zero Order Forecast and zero FG OH and zero material in preparation leave blank.
 If there is zero Order Forecast and there’s any FG OH available or material in preparation enter
in week 1.
Page 70 of 78
Rev: 15
Procedure 29 Update Supply Commits
PLT-iSupplier CP  Planning Tab  Forecast
There’s 2 ways to upload the supply commits: first one is directly into isupplier submitting per
SKU and the second one is doing a massive upload with Excel.
Option 1. Submitting per SKU
1. Display Using Preference Set: Supply Commit

2. Go
3. Update: Change the supply commit quantity by Thursday.

4. Save: Click the save button
Option 2. Massive upload
Poly will provide two files to the supplier to enable the massive upload in isupplier. One is “Excel
Load” and another one is the file “SupplyDemand.dat”. Excel Load is an add-in inside Excel and
the file SupplyDemand.dat will be the layout of the required columns to be populated.
Once you have received these files, save them in a folder and follow the next steps to begin using
them.
1. Preparing your file:
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Click open on Excel Load file.
Open up Microsoft Excel using the ExcelLoad file. When prompted, select Enable Editing and
Enable Content. Next to View Menu, Add-ins Menu will appear.
Click on Add-ins -> APS -> Import data File -> Select SupplyDemand.dat.
Page 72 of 78
Rev: 15
This will open a dialog Box for date format. Select Apply and Save.
If the following window appears, you can select Supply Commit as Entity Type and click OK.
The next table will contain the columns to be populated, target for vendor is to obtain a result as
below example:
Page 73 of 78
Rev: 15
This table of contents describes each column purpose:
Needs to be
Column Name Description Sample Example modified by vendor
Valid values are: R - Replace an existing record; if one does
not exist, a new record is created, D - Delete an existing R No
Sync Indicator record
Item Name Item Name against which Supply Commit is to be loaded 2215-86719-001 Yes
Order Type Shall be Supply Commit Supply Commit No
Quantity The quantity that is committed 100 Yes
UOM Unit of Measure of the Item EA No
Publisher WISTRON
Yes
Company Supplier Name* CORPORATION
Publisher Site Supplier Site Name* HSINCHU Yes
Customer
My Company No
Company Shall be "My Company"
Customer Site PLT concatenated with organization PLT:CZ1 Yes
Start of Week (Monday) of ETA date when this item will be
18-Oct-21 Yes
Ship Date received at the Distribution Center.
Bucket End End of Week (Friday) of ETA date when this item will be 23-Oct-21 Yes
Date received at the Distribution Center.
Bucket Type Week Week No
Comments Valid comments Template No
*Information for Supplier Name and Supplier Site Name can be found in iSupplier under
Forecast as illustrated below:
Page 74 of 78
Rev: 15
2. Save your file: Once file is ready with Supply Commit data save the file in the format
.dat. To achieve this go to the Add-ins Menu -> APS -> Export Data File.
Find a location to save your file and name it as follows:

“SupplyDemand_yournameofchoise.dat”. Supplier can name the file as preferred
after the underscore (_). But it is very important the file starts with “SupplyDemand_”
and finish with “.dat” in order for the massive upload tool to read the file.
Some examples are:
 SupplyDemand_SupplierNameAndDate.dat
 SupplyDemand_weekoct19.dat
 SupplyDemand_Anyname.dat
 suppliername.dat
 SupplyDemandSupplierName.dat
 Anyname.xls (excel format)
Page 75 of 78
Rev: 15
3. Upload file: Go to iSupplier Portal User on Main Menu and click on Load Supply
Commit.
Browse and select your file. Click on Start Load Now.
iSupplier will start uploading your file. Click in View Request. And click refresh to see
the status of the upload.
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Rev: 15
A notification will be sent to the home screen of isupplier:

 If successful it will send a success notice.
 If not successful it will sent a notification with error details.
Success
Error
Page 77 of 78
Rev: 15
Other considerations and troubleshooting:
 Date format preference should be same in ExcelLoad and iSupplier Home preference. If the Data
format is different need to update either of one to make both same. Refer to page 73.
 There’s different Supplier Site Name depending on Distribution Center. Refer to page 74.
 iSupplier will not read the file if the name of the file is not in the format
“SupplyDemand_yournameofchoise.dat” . Refer to page 75.
 Error will be caused if there's unnecessary "spaces" inside the file. Especially those spaces after
item, name, quantity, or any other value. Warning while doing copy-paste.
 Error will be caused if there's a row with "blank" in quantity. If value is 0 must be written as "0".
 Old data will not be erased automatically, will stay in iSupplier if not overwritten with new input.
Poly will be notified if there is old data in the system and will request update from vendor.
Page 78 of 78

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# Procedure Name Page

# Procedure Name Page

Purchase-to-Pay Process Overview

Business Process Guidelines

How to log into Oracle:

Poly Website: http://www.Poly.com/us/

Navigate iSupplier Homepage

PLT-iSupplier Portal  Home Tab

Quick Navigate: (Our Favorite) Easy-to-Use, fully expanded navigation.

Quick Tabs: Search by clicking on any of the corresponding QuickTabs.

Procedure 1 View & Accept Purchase Orders/Blanket Purchase

PLT-iSupplier Portal  Home Tab  Notifications Region

Procedure 1 View & Accept Purchase Orders/Blanket Purchase

4. Accept: Click on the Accept button.

5. Home: Click on the Home Tab to return to the home page.

Procedure 2 View & Reject Purchase Orders/Blanket Purchase

PLT-iSupplier Portal  Home Tab  Notifications Region

1. Review the PO via the notification.

DO NOT REJECT THE PO HERE. PLEASE REJECT THE PO WITH NOTE TO

Procedure 2 View & Reject Purchase Orders/Blanket Purchase

1. Select: Select the PO Number to acknowledge (reject) and click on Acknowledge.

2. Reject Entire Order: Click on Reject Entire Order.

3. Note to Buyer: Enter a Note to Buyer.

Procedure 3 Request Changes to Purchase Orders

PLT-iSupplier Portal  Home Tab  Orders at a Glance - OR -

PLT-iSupplier Portal  Orders Tab  Select Purchase Order - OR -

PLT-iSupplier Portal  Home Tab  QuickNavigate  Select Purchase Orders

Procedure 3 Request Changes to Purchase Orders

3. Select: Select the purchase order to change

5. Show: Click on the Show Icon .

Procedure 3 Request Changes to Purchase Orders

Procedure 3 Request Changes to Purchase Orders

Procedure 4 Request Changes to Purchase Orders – Split Line(s)

PLT-iSupplier Portal  Home Tab  QuickNavigate  Purchase Orders

Procedure 4 Request Changes to Purchase Orders – Split Line(s)

3. Select: Select on PO Number to change.

5. The following fields may be changed by the supplier:

6. Show: Click on the Show Icon .

Procedure 4 Request Changes to Purchase Orders – Split Line(s)

7. Split: Select the “Split” icon .

select the “Split” Icon again.

Procedure 4 Request Changes to Purchase Orders – Split Line(s)

Procedure 5 Request Cancellations to PO Lines

PLT-iSupplier Portal  Home Tab  Orders Quick Search

1. PO Number (QuickSearch): Enter a Purchase Order number in the QuickSearch field

Procedure 5 Request Cancellations to PO Lines

4. Show: Click on the Show icon .

5. In this example, we are canceling line 1.

Procedure 5 Request Cancellations to PO Lines

a. The PLT Buyer will receive a request for cancellation.

Procedure 6 View Attachments to Purchase Orders

PLT-iSupplier Portal  Home Tab  QuickSearch

1. Purchase Orders: Click on Purchase Orders in the QuickNavigate menu to find a

2. Attachment: Select the Attachment icon to view the attachment.

Procedure 7 Export Purchase Order(s)

PLT-iSupplier Portal  Home Tab  QuickNavigate (Purchase Orders)

1. Select Purchase Orders from the QuickNavigate region.

Procedure 8 View Purchase Order History

PLT-iSupplier Portal  Home Tab  Orders  Purchase History

1. Purchase History: Select Purchase History.

2. PO Number: Enter a specific PO Number and click on Go.