GEt Services Training For Suppliers RequestsProposals Overall GEt

GEt. Services Training For Suppliers Requests/Proposals

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

Table of Contents 1. 2. 3. 4. 5. 6. 7. 8. Review Request and Create Proposal Adding Consultant(s) 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 Respond to Request 2 Accept Draft Order 3 Submit Receipt Review Request and Submit Proposal Review Draft Order, modify and return to GE or Accept Submit Receipts for completed services 5/ GE / November 2004

What is a Request? A Request is a detailed explanation of the services to be provided. It is sent from the GE user to the supplier(s) to respond with a proposal. General Details Request Name Description Start and End Dates Response Deadline Location File Attachments Content SOW File Attachments Questions Request Items Services Upon Delivery Question Groups Fixed Date Apply & Normalize Weights Recurring Payment Require supplier response 6/ GE / November 2004

Create Proposal Access “new Request” from Message Center or select “Requests” from top menu and then ”Request Name” 7/ GE / November 2004

Create Proposal Review items 8/ GE / November 2004

What is a Proposal? A proposal is a supplier’s response to a request. General Content Details Request Name Description Start and End Dates Total Amount Location Supplier SOW File Attachments Questions Proposal Items Services Upon Delivery Question Groups Fixed Date Apply & Normalize Weights Recurring Payment Require supplier response 9/ GE / November 2004

Create Proposal Click “Create Proposal” A user can forward or decline a request 10 / GE / November 2004

Create Proposal Click “OK” 11 / GE / November 2004

Submit Proposal Click “Submit Proposal” Review items and make changes where necessary A user can add an item by highlighting “Add Items” and then click “Add Fixed Deliverables” 12 / GE / November 2004

Submitted Proposal Status update to “Submitted” 13 / GE / November 2004

Supplier Services Tasks: Step 2 1 Respond to Request 2 Accept Draft Order 3 Submit Receipt Review Request and Submit Proposal Review Draft Order, modify and return to GE or Accept Submit Receipts for completed services 14 / GE / November 2004

What is an Order? An Order is the agreement with the supplier to provide the requested services. General Content Details Order Name Description Start and End Dates Total Amount Location Supplier SOW File Attachments Order Items Accounting Fixed Deliverables Upon Delivery Details Fixed Date Accounting Summary Recurring Payment Accounting Items 15 / 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 16 / GE / November 2004

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

Adding Consultants Click “Order Items” 18 / GE / November 2004

Adding Consultants Click “Contingent Staff” 19 / GE / November 2004

Adding Consultants Click “Add Ad Hoc Candidate” 20 / 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” 21 / GE / November 2004

Adding Consultants Enter Required Information Click “Next” 22 / GE / November 2004

Adding Consultants Review and click “Finish” 23 / 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 24 / GE / November 2004

Review and Accept Draft Order 25 / 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” 26 / GE / November 2004

Review and Accept Draft Order NOTE: Order can be forwarded to a different registered contact Click “Accept Draft Order” Review items. If changes are necessary, “Send to Buyer for Review” will be the only option 27 / GE / November 2004

Review and Accept Draft Order Click “OK” 28 / GE / November 2004

Review and Accept Draft Order Status updates to “Supplier Accepted Draft” 29 / GE / November 2004

Supplier Services Tasks: Step 3 1 Respond to Request 2 Accept Draft Order 3 Submit Receipt Review Request and Submit Proposal Review Draft Order, modify and return to GE or Accept Submit Receipts for completed services 30 / GE / November 2004

Submit Receipts Access “Active Order” from Message Center or select “Orders” from top menu and then “Order Name” 31 / GE / November 2004

Submit Receipts Click “Receipts” 32 / GE / November 2004

Submit Receipts Click “Enter Receipts” 33 / GE / November 2004

Submit Receipts Click “Enter Receipt Details” Select the order line item that you wish to submit a receipt for 34 / 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. 35 / GE / November 2004

Submit Receipts Repeat the process and add as many receipts as needed 36 / GE / November 2004

Submit Receipts Review and click “Submit for Approval” Receipts will stay in “Draft” status until submitted for approval 37 / GE / November 2004

Receipts Submitted Note: Receipt status updates to “Pending Approval” 38 / GE / November 2004

Audit Trail View changes / actions performed on the order. Conferencing Centralized messaging forum for team members and/or suppliers. 39 / GE / November 2004

Audit Trail A user can click “Audit Trail” to see changes / actions performed on the order 40 / GE / November 2004

Conferencing A user can click “Conferencing” to centralize a messaging forum with team members and/or suppliers for all to view 41 / GE / November 2004

Add Supplier User 42 / GE / November 2004

Add Supplier User Access “User Management”’ from System Set Up 43 / GE / November 2004

Add Supplier User Click “Create Supplier User” 44 / GE / November 2004

Add Supplier User Enter Required Information Note: Administrative Permission gives users access to “User Management” and “Candidate Management” Click “Save” 45 / GE / November 2004

Supplier User Added Click “Edit” to modify Note: Locations assigned will determine access to Requests and Orders. 46 / GE / November 2004

Modify Supplier User Change Primary Contact 47 / GE / November 2004

Modify Supplier User Access “User Management”’ from System Set Up 48 / GE / November 2004

Modify Supplier User Click “Employee Name” 49 / GE / November 2004

Modify Supplier User Click “Edit” 50 / 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” 51 / GE / November 2004

Consolidate Email Notifications 52 / GE / November 2004

Consolidate Email Notifications Access “User Profile”’ from System Set Up 53 / GE / November 2004

Consolidate Email Notifications Click “Edit” 54 / 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”. 55 / GE / November 2004

Consolidate Email Notifications Information Updated 56 / GE / November 2004