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Culture Documents
September 2007
iSupplier Portal
Purpose Benefits Login Navigation Viewing Information Advance Shipment Notices Preferences
Purpose
Ingersoll Rand made an investment to implement a
true partnership with our vendors through an Oracle product called the iSupplier Portal. We will provide you with tools you need in order to take advantage of the portal and collaborate effectively with Climate Control Technologies. The following plants will be implementing Oracle in 2007 and this will enable you to use Oracle to interact with them.
Hastings, NE Louisville, GA Minneapolis, MN
Benefits
View:
Purchase Orders Receipts Invoices Logged Payments Orders to be acknowledged Past Due Orders Returns Defects Forecast Delivery Performance Purchase Order History Product History
Benefits
Vendor Actions:
Reschedule Orders Cancel Orders Acknowledge Orders Enter Advanced Ship Notices
Logging On
Vendor Requirements:
PC or Laptop Internet Access (prefer DSL, Satellite or Wireless Connection) Required Information Email address First Name Last Name Phone Number Fax Company Name Branches and Cities Located Responsibility
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Logging On
Once Climate Control provides a Login you can
access the portal via the Internet Use this URL address: http://isupplier.thermoking.com If available, we may have a test site set up
Ask your IR contact to find out if one is available
Logging On
Each Supplier will be provided with a username
and password which is unique to them
Multiple people can logon with the same ID To change the password, contact the Help Desk in Minneapolis at 952-887-2299
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Payments: View Payment History online or receive a weekly email summary of payments
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Click this button to perform an advanced search. This is available from most screens.
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Notifications
This Notifications section is where you can view notifications of orders that have been changed, new orders, cancelled orders, etc.
In this view, a maximum of five notifications are visible. If there are more Notifications, you have to click the Full List button.
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Notifications
This is an example of a notification You can see changes in pricing, quantity and delivery date. Notice that no Response is required on this notification, some notifications may require the suppliers approval.
Click this button to perform an advanced search. This is available from most screens.
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Purchase Orders
Again, more POs can be viewed by choosing Full List. Click the link of the desired purchase order to see the order details
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Purchase Orders
Note here you can view the header detail: Supplier, Address, Buyer, Order Date, etc.
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Purchase Orders
Bottom part of Purchase Order Page - Click the Show link to see line detail on the Purchase Order
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To export a purchase order, select the Purchase Order from the List of POs, click the Export button, and then click Save.
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Name the file and click Save you can now open this file in Excel, Word, and Notepad. Excel does a nice job opening and putting the data into columns
Click this button to perform an advanced search. This is available from most screens.
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If you wish to cancel the order, click the radio button to the left of the order and click Request Cancellation
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Note you can choose to cancel part of the order, or the entire order
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Type a reason for cancellation and click Submit. The buyer will receive notification of the cancellation.
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You may have a purchase order that requires an acknowledgement. You cannot request changes to a purchase order or release until the order has been acknowledged.
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Once you choose Accept or Reject the buyer will receive notification of your action.
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From the Purchase Order History on the Orders tab you can view the history of a Purchase Order by selecting any one of the views.
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Use the navigation buttons to change views . You will be able to see the New and Old value of the change, but you will also see one of the values below on the PO next to the change to indicate what has been changed.
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Viewing Receipts
This tool is great for reviewing what a plant has received in a time period, for viewing receipts against a specific Purchase Order or Blanket Release. Type in known information and choose Go. Below you see the results. Click on a receipt number to view the details.
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Receipts
Receipt details are shown above. You can click on returns to see any relevant returns or choose export if you would like to view the data in Excel.
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Returns
Again, enter search criteria of what you are looking for exactly. You can enter a range using Advanced Search or look for returns for a specific Item, PO, ASN, or RMA. Details are shown below.
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Performance
Suppliers can view their performance . General use of this would be to enter in a Due Date criteria in the Advanced Search tool.
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Performance
The performance is based on zero days early/late. This is not tool that Supply Management will use to determine Delivery Performance
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Payments
By going to Accounts View Payments you can view any payments made to you. By selecting the specific payments you can view the details.
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Payments
Payment details shown below.
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Invoices
By going to Accounts View Invoices you can view any Invoices. By selecting the specific invoice numbers you can view the details.
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Invoices
Invoice details shown below.
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Supplier Items
By going to Product Supplier Item you can find out the on hand qty we have of an item.
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Supplier Items
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Supplier Items
Above you can view the details on the sub inventories of where the items exist.
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ASNs notify Climate Control that you are sending a shipment as well as verifies the quantity you are sending . All Suppliers on ERS are required to enter Advanced Shipment Notices for all of their orders.
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Select the lines for the PO Number(s) for which you want to create the ASN and choose Add to Shipment Notice.
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Type the Packing Slip number and any other relevant information on the shipment lines. Packing slip number should be your PS number. Also verify the Quantities you are shipping. Next Click on Shipment Header.
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Enter same Packing Slip number on the Header as well as the Shipment Number. Shipment Number will be your Packing Slip Number. Enter other information pertaining to the shipment, if applicable, then click Submit
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If for some reason you created an ASN that was not relevant you can cancel the item. Go to View Shipment notices. Select the relevant shipment and choose Cancel Shipment Notice.
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Preferences
Here, you can customize the way in which iSupplier displays
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Preferences
Once you scroll down the page you can also change your password if needed.
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