GEt Services Training For Suppliers Direct Orders Overall

GEt. Services Training For Suppliers Direct Orders

Overall GEt. Services Process Oracle i. Procurement Punch-Out Oracle i. Procurement For Payment Approval GEt. Services Create Order (Draft) Check Out Order for Approval Active Order Approve Receipts Auto Approved Invoices Requester Supplier Accept Order (Draft) Submit Receipts 2/ GE / November 2004

Table of Contents 1. 2. 3. 4. 5. 6. 7. Adding Consultants Review and Accept Draft Order Submit Receipts Audit Trail and Conferencing Add Supplier User (Admin Only) Modify Supplier User (Admin Only) Consolidate Email Notifications 3/ GE / November 2004

Login to GEt. Services http: //getservices. gesupplier. com 4/ GE / November 2004

Supplier Services Tasks: Step 1 1 Accept Draft Order 2 Submit Receipt Review Draft Order, modify and return to GE or Accept Submit Receipts for completed services 5/ GE / November 2004

What is a Direct Order? A Direct Order is sent by a GE user to a single supplier for their review and acceptance. General Content Details Order Name Description Start and End Dates Supplier File Attachments Order Items SOW File Attachments Services Upon Delivery Fixed Date Recurring Payment 6/ GE / November 2004

Adding Consultants * A consultant needs to be added to the order if he/she has been issued a SSO ID and GE badge * If a supplier does not need to add a consultant, please proceed to slide 16 7/ GE / November 2004

Adding Consultants Access “Submitted Draft Order” from Message Center or select “Order” from top menu and then ”Order Name” 8/ GE / November 2004

Adding Consultants Click “Order Items” 9/ GE / November 2004

Adding Consultants Click “Contingent Staff” 10 / GE / November 2004

Adding Consultants Click “Add Ad Hoc Candidate” 11 / GE / November 2004

Adding Consultants Enter Required Information To track consultants, the supplier user must select “Consultant” in the “Candidate Type Information” section Click “Next” 12 / GE / November 2004

Adding Consultants Enter Required Information Click “Next” 13 / GE / November 2004

Adding Consultants Review and click “Finish” 14 / GE / November 2004

Adding Consultants “Send to Buyer for Review” Consultant can be deleted from the order by clicking “Remove” Review items and make changes where necessary Information updated. Repeat process to additional consultants 15 / GE / November 2004

Review and Accept Draft Order 16 / GE / November 2004

Review and Accept Draft Order Access “Submitted Draft Order” from Message Center or select “Order” from top menu and then ”Order Name” 17 / GE / November 2004

Review and Accept Draft Order Click “Accept Draft Order” NOTE: Order can be forwarded to a different registered contact Review items and make changes where necessary 18 / GE / November 2004

Review and Accept Draft Order Click “OK” 19 / GE / November 2004

Review and Accept Draft Order Status updates to “Supplier Accepted Draft” 20 / GE / November 2004

Supplier Services Tasks: Step 2 1 Accept Draft Order 2 Submit Receipt Review Draft Order, modify and return to GE or Accept Submit Receipts for completed services 21 / GE / November 2004

Submit Receipts Access “Active Order” from Message Center or select “Orders” from top menu and then “Order Name” 22 / GE / November 2004

Submit Receipts Click “Receipts” 23 / GE / November 2004

Submit Receipts Click “Enter Receipts” 24 / GE / November 2004

Submit Receipts Click “Enter Receipt Details” Select the order line item that you wish to submit a receipt for 25 / GE / November 2004

Submit Receipts Enter Required Information When entering the receipt amount, DO NOT include tax Click “Save” It is the supplier's responsibility to ensure that the appropriate detailed comments and necessary attachments (i. e. scanned documents, images, Word documents, etc. ) are provided to fully support the receipt being approved. If the documentation is not sufficient, the GE Approver will decline the receipt. 26 / GE / November 2004

Submit Receipts Repeat the process and add as many receipts as needed 27 / GE / November 2004

Submit Receipts Review and click “Submit for Approval” Receipts will stay in “Draft” status until submitted for approval 28 / GE / November 2004

Receipts Submitted Note: Receipt status updates to “Pending Approval” 29 / GE / November 2004

Audit Trail View changes / actions performed on the order. Conferencing Centralized messaging forum for team members and/or suppliers. 30 / GE / November 2004

Audit Trail A user can click “Audit Trail” to see changes / actions performed on the order 31 / GE / November 2004

Conferencing A user can click “Conferencing” to centralize a messaging forum with team members and/or suppliers for all to view 32 / GE / November 2004

Add Supplier User 33 / GE / November 2004

Add Supplier User Access “User Management”’ from System Set Up 34 / GE / November 2004

Add Supplier User Click “Create Supplier User” 35 / GE / November 2004

Add Supplier User Enter Required Information Note: Administrative Permission gives users access to “User Management” and “Candidate Management” Click “Save” 36 / GE / November 2004

Supplier User Added Click “Edit” to modify Note: Locations assigned will determine access to Requests and Orders 37 / GE / November 2004

Modify Supplier User Change Primary Contact 38 / GE / November 2004

Modify Supplier User Access “User Management”’ from System Set Up 39 / GE / November 2004

Modify Supplier User Click “Employee Name” 40 / GE / November 2004

Modify Supplier User Click “Edit” 41 / GE / November 2004

Modify Supplier User Modify information as needed Place a check in the “Primary Contact” box to make this user the Primary Contact Note: Administrative Permission gives users access to “User Management” and “Candidate Management” Click “Save” 42 / GE / November 2004

Consolidate Email Notifications 43 / GE / November 2004

Consolidate Email Notifications Access “User Profile”’ from System Set Up 44 / GE / November 2004

Consolidate Email Notifications Click “Edit” 45 / GE / November 2004

Consolidate Email Notifications Click “Consolidated” Enter Required Information Click “Save” Email Notifications are only to be set to “ON” or “CONSOLIDATED”. Do not select “OFF”. 46 / GE / November 2004

Consolidate Email Notifications Information Updated 47 / GE / November 2004