isupplier document upload: invoices, credit notes · confidential. not to be copied, distributed,...

Confidential. Not to be copied, distributed, or reproduced without prior approval.

iSupplier Document Upload: Invoices, Credit Notes


Suppliers: Invoice upload and credit notes

October 31, 2017Presentation Title 2


Supplier Document Upload

Supplier to insert PO#, Shipment Status as

“All” to retrieve as much data as possible…

1

2

Invoices and Credit Notes are uploaded in the same way by Suppliers in iSP,

together with all the documentation they need to provide for a given PO (Technical

Documents, Certificates with or without Quality Requirements etc..):


User to select one or multiple lines

3a

4

Select all lines …

3b

Select from the list of values the

option “Document Requests”.

Supplier Document UploadOnce the PO# has been retrieved, select one or multiple lines and click on Document Request:


These filters are:

Completed: all mandatory information have been entered and the document is uploaded;

Approved: the document is approved when the Approval checker gives its ok.

Select Category

5

6

Supplier Document UploadSelect now the category OG_ISP_INVOICES and pick the PO line that is associated with the invoice to be

uploaded:


At line level, browse to

select a file

7

8

Click on Open

to upload the

selected file.

- Save: click here to save the

information provided

- Close: to go back to the Main page.Only few formats are allowed…

pdf, zip files

9

Suppliers shall enter all mandatory fields and upload ONE document for each line (< 20-30MB)

The document can be viewed in the

system after the upload.

Supplier Document Upload


Suppliers: Invoice and Payment Inquiries

October 31, 2017Presentation Title 7


Invoice and Payment Inquiry

Quick search can be used to access directly

any document (PO, shipment, invoice and

payment) by entering the number in the freetext box.

The iSP home page provides different options for Suppliers to locate Invoice and

Payment.

Suppliers to go in

Finance Tab to

inquiry on theirinvoices and

payments

By using these links the system

automatically redirects to the specific

option “View Invoice” or “View Payments”available inside the Finance tab.


Invoice search

In View Invoices Suppliers can also view submitted Invoices in iSP:

This sub-tab allows to search and view the

Invoice information related to the different POs.

2

Use predefined or Advanced Search options. Enter any

search criteria and then click on Go to perform an enquiry.

3

1


Click to open and

view invoice details.

4

Potential Hold Reasons are the following:

Site Hold: it refers to the global Supplier situation for the site;

Document Status becomes Invoice Fully Not Payable.

Schedule Hold: temporary hold, mainly due to missing documentation;

Document Status becomes Invoice Fully Not Payable.

Invoice Hold: it refers to a single invoice, i.e. no match between PO and

invoice on price or quantity. This hold could be put only on a part of an invoice, Document Status becomes Invoice Partially Not Payable.

This link directly opens up the related Payment page.

This value can be Paid, Not Paid or Partially Paid.

Business Unit which

has issued the PO.

Document status can be Invoice

Fully/Partially Payable or Not Payable

according to the Hold reasons.

This icon allows to download

TPS debit note (if any).

Invoice searchHere is the list of Invoices that have been uploaded in iSP:


In this form the iSupplier Portal shows line by line all the useful information related to the PO and the Invoice:

View Invoice details

Do not use back and forth browser buttons to navigate in the system, but refer to the specific breadcrumbs hyperlinks.


View Payments searchTo view Payments in iSupplier Portal click on the View payment tab:

This sub-tab allows to search and view the

Payment information related to the

different POs.2

Use predefined or Advanced Search options.

Enter at least the mandatory search criteria

and then click on Go..

3

1

Details of the Payment are displayed by

clicking on the Payment number.4


In this section the system shows the list of

Invoices that are related to the Payment and by

clicking on the Invoice number further detailed information are made available.

This field is empty in case of TPS

Payment method and it contains

the number of days according to which the TPS discount is

calculated.

In the upper part of the page are

located all the general information

about Payment and Supplier account information.

Payment details

This value represents the net

amount paid including TPS

discount.