UP Source Hub Supplier Webinar Series for nonDWR
UP Source. Hub Supplier Webinar Series (for non-DWR services)
UP Source. Hub Providing a streamlined process from Procure to Pay, with complete visibility along the way ü ü ü User friendly 100% electronic Improves efficiency Drives down cost Facilitates compliance 2
Enhanced Procurement Workflow Provides a streamlined process from request to pay Requester Approver Supplier Releaser Submits requisition Approves PO Accepts PO & Performs Service Submits SES for invoicing Verifies work and Releases SES for payment 3
Submit Requisition Ø UP Requester submits requisition for service using a shopping cart model Ø Can request a service with existing contract or for new contract REQUISITION APPROVAL PO WORK/SES INVC/PMT 4
Approve PO Ø UP Approver reviews and approves requisition/PO electronically and PO issued to supplier REQUISITION APPROVAL PO WORK/SES INVC/PMT 5
Accept PO Ø Supplier issued electronic PO with details of requisition to begin work Ø If PO is accepted, Supplier can begin work. Ø If PO is rejected, Requester is notified and Supply Chain will coordinate alternate sourcing Ø Supplier cannot begin work without an accepted PO REQUISITION APPROVAL PO WORK/SES INVC/PMT 6
Work Performed/Invoiced Ø Supplier performs the work as scheduled Ø Supplier submits Service Entry Sheet (SES) into UP Source. Hub with work and billing details Ø SES will be the supplier’s invoice submission, inclusive of any supporting documentation REQUISITION APPROVAL PO WORK/SES INVC/PMT 7
Confirm & Release SES for Payment Ø SES routed to UP Releaser for confirmation Ø UP Releaser confirms SES is accurate and releases for payment REQUISITION APPROVAL PO WORK/SES INVC/PMT 8
Other Features & Functionality Ø Ø Ø Reporting Bidding and Bid Management Contracting and Contract Management e. Signatures Supplier Profile Management 9
Technical Requirements Ø Internet Access Ø Chrome, Internet Explorer or Safari Browser Ø Microsoft Excel and Microsoft Word (Bidding/Contracting only, Not SES) 10
UP Source. Hub Launchpad NOTE: While screen shots may include real names, the data has been modified for purposes of this presentation and is not representative of actual data 11
Accepting PO 12
Submitting SES 13
Searching POs, Contracts, SES 14
Reporting 15
- Slides: 15