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Introduction to iSupplier Portal for Suppliers to American LaFrance
Background • American LaFrance is implementing the Oracle E-Business Suite
Go-Live date: May 1st, 2007
• Existing Suppliers using the FTL Supplier Portal will migrate to the Oracle iSupplier Portal • The iSupplier Portal is integrated with the Oracle E-Biz Suite
May 1, 2007
American LaFrance - iSupplier Portal for Suppliers
Introduction to iSupplier • iSupplier is a Collaborative application that will enhance communication between ALF and its suppliers by providing real-time information about procure-to-pay transactions. • The iSupplier Portal is a secured web site and will only allow access to information relating to your supplier site.
May 1, 2007
American LaFrance - iSupplier Portal for Suppliers
2007 American LaFrance .iSupplier Portal for Suppliers 4 .Sourcing Portal • Sourcing Supplier portal enables ALF to: – Post Requests for Quotations – View Requests for Quotations – Acknowledge and Award Quotes from Suppliers May 1.
2007 American LaFrance .iSupplier Portal for Suppliers 5 .iSupplier Portal • iSupplier portal allows ALF‟s suppliers to: – View and Respond to Requests for Quotations – View Notifications – View and Work with Procurement Orders and History – View and Work with Delivery Schedules and Performance – View Forecast Schedules and Requirements – Maintain current Contact and Company information May 1.
Topics • Register for iSupplier – Supplier Company • iSupplier Overview • View and Respond to Requests For Quotations (RFQs) • View Purchase Orders • Submit Change Orders • Manage Shipments • Inquiries • Maintain contact information May 1. 2007 American LaFrance .iSupplier Portal for Suppliers 6 .
Registering • Register your company to access the iSupplier portal 1. 2007 .com 2.iSupplier Portal for Suppliers 7 May 1. Submit registration forms found on the American LaFrance website http://www.americanlafrance. You will then receive an email with your User Name and Password • Register additional users within your organization to access ALF‟s iSupplier portal American LaFrance .
2007 American LaFrance .iSupplier Portal for Suppliers 8 .Registration Form • Screen shot of Registration Form May 1.
Orders At A Glance – This section lists your most recent purchase orders Shipments At A Glance – This Section displays recent shipments Each record is a hyperlink that will take you directly into detailed information May 1. These can be view only or may require action.iSupplier Portal for Suppliers 9 . Orders At A Glance and Shipments At A Glance Notifications – Messages awaiting your review.Oracle iSupplier Portal Home Page • Once you log in you will be taken to the iSupplier Home Page Full List – Allows you to view a complete list of your Notifications. 2007 American LaFrance . Orders at a Glance and Shipments at a Glance. Your Five most recent records are grouped by Notifications.
Oracle iSupplier Portal Home Page Quick Search Select a search type from the dropdown Arrow. Your options are: PO Number Shipment Number Invoices Payments Enter your search value. This value needs to be an exact match or you can use the percent sign (%) as a wildcard to assist you. Click Go May 1.iSupplier Portal for Suppliers 10 . 2007 American LaFrance .
etc. May 1. password. date format. Help – Accesses the Help index page specific to the active application.iSupplier Portal for Suppliers 11 .Oracle iSupplier Portal Home Page GLOBAL BUTTONS At the top of each page within iSupplier are four hyperlinks: Home – Returns you to the main portal where you can select another responsibility or application Logout – Logs you out of the iSupplier portal Preferences – Displays user-controlled preferences for language. 2007 American LaFrance .
Oracle iSupplier Portal Home Page QUICK LINKS Provide a high-level diagram of the procure-to-pay flow.iSupplier Portal for Suppliers 12 . 2007 American LaFrance . Click any link to navigate quickly and easily to specific areas in the iSupplier portal May 1.
iSupplier Portal for Suppliers 13 . 2007 American LaFrance .Oracle iSupplier Portal Home Page Home Page Tabs These tabs display on every page and allow you to quickly access related task areas for the specific topics The Options are: Home Orders Shipments Planning Account Product Admin May 1.
iSupplier Portal for Suppliers 14 .Accessing the Home Page Tab HOME PAGE Displays the most recent Notifications. Orders and Shipments. 2007 American LaFrance . May 1. It also provides Quick Links to other areas in the portal.
May 1. the most recent 25 Purchase Orders will be displayed. 2007 American LaFrance . use the View drop down menu and click „Go‟. Blanket Purchase Agreements and Releases.Accessing the Orders Tab ORDERS TAB The Orders tab will allow you to access information pertaining to Purchase Orders. Click on the hyperlink in the PO Number field and you will be taken into the Order. To change this query. From this screen you review the detail of a specific PO and access additional information such as change orders. payments and receipts.iSupplier Portal for Suppliers 15 . Views When you access this page.
Printing the Order. PO Details contain all of the line item information. Requesting Changes. 2007 Order Information is stored in the Header and includes General Information. You have the capabilities of Requesting Cancellation. Terms and Conditions and Bill-To and Ship-To information. You have hyperlinks to view the Buyer details and Attachment information. American LaFrance .Linking to an Order May 1. Click on the Show link to view shipment details of the line Related Information Box contains links to information specific to this order Action Buttons Allow you to work with this order.iSupplier Portal for Suppliers 16 . Viewing Change History and Exporting the record to Excel.
2007 American LaFrance .Orders Options EXPORT FEATURE Throughout iSupplier you can export the contents of the screen to Excel by clicking the „Export‟ button. CHANGE ORDER DETAILS You can also view the changes to a PO from the Purchase Orders screen. Clicking the hyperlink will access a screen which details the changes.iSupplier Portal for Suppliers 17 . May 1. The column entitled „Rev‟ indicates how many revisions have been made to a PO.
May 1. 2007 American LaFrance . Simple Search The Simple Search feature occurs on many pages and allows you to specify multiple search fields and enter criteria for each. The system displays only those results that match all the criteria you entered. you can view the corresponding releases which have been created for a particular agreement.iSupplier Portal for Suppliers 18 . leave the Simple Search fields blank and click „Go‟. you can review details of agreements you have made with American LaFrance. In addition.Supplier Agreements AGREEMENTS In the Agreements sub tab of the Orders page. You can use any or all of the fields available to you. To view all agreements.
Advanced Search Advanced Search The Advanced Search feature allows you to build complex search queries containing multiple search criteria. The Advanced Search allow you to bring back multiple orders meeting your criteria. 2007 American LaFrance . The drop down arrows in each box contain search operators that specify the matching conditions for a search.iSupplier Portal for Suppliers 19 . You can use the search fields that default or “Add Another” from the drop down box. May 1.
2007 American LaFrance . May 1. Using the shipping features in iSupplier you can create or cancel shipment notices as well as view shipment delivery schedules and overdue shipment receipts.Accessing the Shipments Tab SHIPMENTS The Shipments tab enables you to view your existing shipments.iSupplier Portal for Suppliers 20 .
2007 American LaFrance . you can view defects if your items require inspection at receiving. Shipment Notices – Manage your shipments to American LaFrance. In addition.View details on all of the receipts.Shipments Overview SHIPMENTS SUBTAB REVIEW Delivery Schedules – Provides an overview of deliveries (future and past due) and purchase orders where there is an outstanding balance (either nothing has been received or there is a balance yet to be received). Create ASN information Shipment Schedules – View upcoming shipments based on American LaFrance‟s manufacturing plan and schedule. RMA number and reason for returning. May 1. late. so you can gauge your performance.iSupplier Portal for Suppliers 21 . On-Time Performance . etc.Provides an overview of all shipments indicating whether they were early. Receipts . order number. Returns – View RMA information.Review metrics on receipts which are past the Promised Delivery Date indicated on the purchase order to determine which deliveries are priorities. The link ties together the receipt. Overdue Receipts .
Delivery Schedules Delivery Schedules – Provides an overview of deliveries (future and past due) and purchase orders where there is an outstanding balance (either nothing has been received or there is a balance yet to be received). 2007 American LaFrance .iSupplier Portal for Suppliers 22 . May 1.
iSupplier Portal for Suppliers 23 .Shipment Notices ADVANCE SHIPMENT NOTICES Use iSupplier to enter Advance Shipment Notices (ASNs) to alert American LaFrance of upcoming deliveries. May 1. 2007 American LaFrance .
Create an ASN CREATE ADVANCE SHIPMENT NOTICE Navigate: Shipments tab. Shipment Notices 1 Click the Create Advance Shipment Notice hyperlink 2 Click the checkbox next to each of the Purchase Orders you want to include in a Shipment 3 Click the “Add to Shipment Notice” button May 1.iSupplier Portal for Suppliers 24 . 2007 American LaFrance .
Create an ASN CREATE ADVANCE SHIPMENT NOTICE (con’t) 4. enter it into Shipment Line Defaults Packing Slip field and Click Default to All Lines OR Enter Packing Slip in the details of each PO Number/Line 6. 2007 American LaFrance . Click the Shipment Header tab May 1.iSupplier Portal for Suppliers 25 . If all lines in the shipment will have the same Packing Slip. Enter the Quantity Shipped 5.
iSupplier Portal for Suppliers 26 . May 1.Create an ASN CREATE ADVANCE SHIPMENT NOTICE (con’t) 7. 9. Complete Freight Information as it is available Click Submit to transmit the ASN to ALF 8. These are required fields. 2007 American LaFrance . Shipment Date. and Expected Receipt Date. Enter Shipment Number.
2007 American LaFrance . iSupplier Shipment Schedules give suppliers a high-level view of the near-term requirements for the items they supply to ALF. VIEW SHIPMENT SCHEDULES Enter search criteria.Shipment Schedules SHIPMENT SCHEDULES Each week American LaFrance publishes their Forecast to their suppliers based on their Advanced Supply Chain Planning requirements. click „Go‟ Click a Schedule Number. Click on an Item to display a bucket pattern of when items are expected to be delivered.iSupplier Portal for Suppliers 27 . The schedule number lists a forecast of items ALF will need for future orders. May 1.
anticipated needs. the Planning Forecast contains unconfirmed. 2007 American LaFrance . May 1. Unlike Shipment Schedules.iSupplier Portal for Suppliers 28 . Access the planning schedules to plan for American LaFrance‟s anticipated requirements several months in advance.Accessing the Planning Tab PLANNING Similar to iSupplier Shipments Schedule. the Planning feature in iSupplier provides future data for American LaFrance‟s business.
Planning Schedule Summary Fill in the Simple Search or Advanced Search criteria and click Go. 2007 American LaFrance . You will have a hyperlink to the Schedule numbers. This will take you to the Planning Schedule Lines screen May 1.iSupplier Portal for Suppliers 29 . Click the schedule number for further details.
You will be taken to the Horizontal Schedule displaying the weekly forecast May 1. Click the item that you would like to view forecast information of. 2007 American LaFrance .iSupplier Portal for Suppliers 30 .Planning Schedule Lines On the Plan Schedule Lines screen you will have hyperlinks to specific items.
The first 3 months are weekly buckets.Forecast Schedule The Horizontal Schedule contains 6 months of forecast information.iSupplier Portal for Suppliers 31 . The last 3 monthly. 2007 American LaFrance . May 1.
Accessing the Account Tab The Invoice Summary page enables you to search for and view details of invoices that you have submitted May 1. 2007 American LaFrance .iSupplier Portal for Suppliers 32 .
Supplier Site and Payment May 1.iSupplier Portal for Suppliers 33 .View Invoices Selecting the invoice number you are brought into the record showing detailed information with links to the PO. Buyer. 2007 American LaFrance .
You also have a link back to the invoices addressed by the payment May 1.iSupplier Portal for Suppliers 34 . 2007 American LaFrance . This will give you all the information regarding the payment.View Payments From the invoice you can link into the payment.
You have links to the Address Book. Contact Directory and additional information. 35 May 1. 2007 American LaFrance .Accessing the Admin Tab The Admin tab allows you to view and update your company information.iSupplier Portal for Suppliers . Initially you are taken into the supplier details screen.
Linking to the Address Book Verify and update your companies Address Book information from the Address Book link. May 1. 2007 American LaFrance .iSupplier Portal for Suppliers 36 .
iSupplier Portal for Suppliers 37 . May 1. This works off of the Email address. You will need to keep this up to date so that Oracle Workflow messages go to the correct locations. 2007 American LaFrance .Contact Directory The Contact Directory allows you to view and manage your personal information.
iSupplier Portal for Suppliers 38 .User Accounts The User Accounts link allows you to update and manage your employees that have access to the ALF iSupplier Portal May 1. 2007 American LaFrance .
Questions? Questions? Thanks for your time! May 1.iSupplier Portal for Suppliers 39 . 2007 American LaFrance .
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