Transcript cct.ingersollrand.com

iSupplier Portal
September 2007
iSupplier Portal
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Purpose
Benefits
Login
Navigation
Viewing Information
Advance Shipment Notices
Preferences
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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
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Benefits
• View:
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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:
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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
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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
• Enter Username and Password and Choose
Login
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Navigation - Home Page
Search: search for
specific PO Number,
Invoice, Shipment or
Payment.
Orders At A Glance: A
listing of the last 10
orders approved.
Shipments At A Glance:
A listing of last 5
shipments.
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Logout: Click this
link when finished
with the session
Navigation - Home Page
Tabs: The
different areas
can be accessed
though these
tabs.
This Notifications section
is where you can view
notifications of orders that
have been changed, new
orders, cancelled orders,
etc.
Receipts: View
Receipts, Returns
and your On-Time
performance as
well
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Navigation - Home Page
Planning: This is the
forecasting function we use
– you can choose to review
the forecast via the portal,
or we can send it via e-mail.
Shipments: Tools
for preparing
Advanced
Shipment Notices
Payments: View Payment
History online or receive a
weekly email summary of
payments
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Navigation - Home Page
Orders: Review of Orders
and PO Change History
Invoices: View
Invoices for
Purchase Orders,
Releases and
Receipts
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Navigation – Performing Searches
• Simple Searches
– Predefined Searches
- Enter Predefined Criteria
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Navigation – Performing Searches
• Advanced Searches
– User enters detailed criteria
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.
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In this view, a
maximum of five
notifications are
visible. If there are
more Notifications,
you have to click the
Full List button.
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 PO’s
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.
Use the scrollbar to
see additional
information
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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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Purchase Orders - Export
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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Purchase Orders - Export
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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Purchase Orders - Cancel
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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Purchase Orders - Cancel
Note you can choose to
cancel part of the
order, or the entire
order
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Purchase Orders - Cancel
Type a reason for
cancellation and click
Submit. The buyer will
receive notification of
the cancellation.
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Purchase Orders - Acknowledgement
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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Purchase Orders - Acknowledgement
Once you choose Accept or
Reject the buyer will receive
notification of your action.
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Purchase Orders - Acknowledgement
Shows you that your PO has
been acknowledged.
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Purchase Orders – History
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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Purchase Orders - History
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
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The performance is based on
zero days early/late. This is not
tool that Supply Management
will use to determine Delivery
Performance
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
By choosing Sub inventory you
can view where it is located.
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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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Advance Shipment Notices
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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Advance Shipment Notices
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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Advance Shipment Notices
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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Advance Shipment Notices
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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Advance Shipment Notices
This page verifies that your ASN
has been created.
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Advance Shipment Notices
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Advance Shipment Notices
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Advance Shipment Notices
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
Scroll down for more options
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Preferences
Once you scroll down the page
you can also change your
password if needed.
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