Supply Chain ERP: Vendor Training Change is coming …. Change is Here!!!!!!!!!!

Supply Chain ERP: Vendor Training

Change is coming ….

Change is Here!!!!!!!!!!

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Welcome to Class!

Introductions

Ground Rules

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Ground Rules

Important Ground Rules• Sign the attendance sheet• Fire Drills• Feel free to ask questions• Turn off your cell phones• No email or Internet usage during class except at breaks• Have a good time!

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Agenda Responding to Sourcing Events and Request for Quotes Purchase Order Details and Acknowledgements Services Procurement On Time Performance Pagelet Expediting Creating Invoices Online Invoice Payments and Outstanding Balances Submitting Documents Online Self Service Account Management Creating Internal Users Questions??

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Gateway: The “WINDOW” to Transocean

Gateway provides comprehensive account management• Allows full view and action of transactional activities• Provides documents in electronic formats (XML, Excel) for ease of

management• Notification of scheduled maintenance

Gateway Supplier Pagelets• Retrieval of PO’s and RFQ’s with the ability to review and manage items• Management of PO Acknowledgements • Real-Time performance visibility at the touch of a button• Invoice status and payment history

Gateway Functionality• Self-service expediting and updates of delivery information• eSettlement, online invoice creation• Electronic upload of supporting PO and invoice documents

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Responding to Sourcing Events and Request for Quotes

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Responding to Sourcing Events and Request for Quotes

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Event Questions

There will be Event

questions that will require a

response. Attachments

and comments can also be added from this page.

There will be Event

questions that will require a

response. Attachments

and comments can also be added from this page.

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FSCM Bid Response

There are multiple places where you can

enter a bid price

There are multiple places where you can

enter a bid price

Substitutes are only allowed if the option is

Yes

Substitutes are only allowed if the option is

Yes

Lead Time must be provided in days

Lead Time must be provided in days

Mfg and Part number information

Mfg and Part number information

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XML Bid Response

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XML Line Item Details

An item has multiple cross references that will be provided

and one of them must be selected

An item has multiple cross references that will be provided

and one of them must be selected

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Bid Submission Confirmation

Once a Bid has been submitted you will still have an opportunity to edit a bid response as long as

the Event End Date has not expired.

Once a Bid has been submitted you will still have an opportunity to edit a bid response as long as

the Event End Date has not expired.

An award to a Sourcing Event or RFQ can not be made until

the event expires.

An award to a Sourcing Event or RFQ can not be made until

the event expires.

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Inquire on Bid Status

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Demo: Respond to Sourcing Event and RFQ

Demo: Status Query of RFQ and RFx Events

Demo: Respond to Sourcing Event and RFQ

Demo: Status Query of RFQ and RFx Events

Demonstration

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Purchase Order Details and Acknowledgements

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Retrieving Purchase Orders and Viewing Details

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Purchase Order Acknowledgement Pagelet

No more “I did not receive that order”.

Recently Dispatched

orders will be displayed upon

logging into Gateway

No more “I did not receive that order”.

Recently Dispatched

orders will be displayed upon

logging into Gateway

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Recently Dispatched PO Pagelet Detail

PO Acknowledgements remain key components of order management

process

PO Acknowledgements remain key components of order management

process

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Providing Service Labor Rates and Services Invoicing

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Services Procurement

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Work Orders Staged for Price

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Service Provider Information

When responding to a Stage for Price Work Order the vendor will have the ability to assign a service technician to this Work Order which is

referred to as a Service Provider. A Service Provider will default, if that is not the correct Service Provider then a new one can be created.

When responding to a Stage for Price Work Order the vendor will have the ability to assign a service technician to this Work Order which is

referred to as a Service Provider. A Service Provider will default, if that is not the correct Service Provider then a new one can be created.

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Rate Details

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Survey Search

Vendors will be able to view a

Survey Summary

providing a performance evaluation

Vendors will be able to view a

Survey Summary

providing a performance evaluation

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Review Survey Response

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Service Invoice Process

A Purchase Order must be issued before a service technician can go offshore to begin the job.

Timesheets that are submitted and approved on board the rig will be sent in to Transocean’s Service Buyer who will key in the time to create the invoice for payment.

Any additional expenses will need to be sent in to the Service Buyer which will be entered against the Work Order and those charges will be billed out by Transocean’s Service Buyer.

QUESTIONS??

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Demo: Respond to Work Order Rates Demo: Respond to Work Order Rates

Demonstration

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On Time Performance Pagelet

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On Time Performance

On Time Performance

Pagelet

On Time Performance

Pagelet

Performance visibility provided real time at the

touch of a button

Performance visibility provided real time at the

touch of a button

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Expediting Workbench

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The Expediting workbench will provide Vendors with the ability to manage late orders

The Expediting workbench will provide Vendors with the ability to manage late orders

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Online Invoice Creation

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eSettlements: Online Invoice Creation

Online invoice

creation and review

Online invoice

creation and review

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Invoice Entry Requirements and DefaultsRequirements:

Invoice Number

Invoice Date

Defaults:

Supplier: will populate your vendor information

Buyer and Currency: will populate when Purchase Order details are copied

Location: will default the required information

Requirements:

Invoice Number

Invoice Date

Defaults:

Supplier: will populate your vendor information

Buyer and Currency: will populate when Purchase Order details are copied

Location: will default the required information

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Copying Purchase Order Details

In the PO Number field

you can search for all

Purchase Orders by

leaving the field blank or type in the individual Purchase

Order number then click on the search

button

In the PO Number field

you can search for all

Purchase Orders by

leaving the field blank or type in the individual Purchase

Order number then click on the search

button

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Purchase Order Details and Line Selection

From this screen the PO Total displays along with line item details. At this point you can select one

or all of the lines to Copy To

Invoice.

From this screen the PO Total displays along with line item details. At this point you can select one

or all of the lines to Copy To

Invoice.

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Save and Submit Invoice

Purchase Order lines are copied

over, Quantities can

be changed from the

Invoice Entry page.

Freight charges are added to the Shipping

Amount section.

It is important to refresh the Invoice before clicking on the

Save and Submit button verifying the

Gross Amount is correct.

Purchase Order lines are copied

over, Quantities can

be changed from the

Invoice Entry page.

Freight charges are added to the Shipping

Amount section.

It is important to refresh the Invoice before clicking on the

Save and Submit button verifying the

Gross Amount is correct.

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Entering Non-Purchase Order Invoices

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Selecting Buyer

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Account and Rig Cost Center

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Demo: Review Purchase Order Line Information and Create Invoice as Vendor

Demo: Enter Non Purchase Order Invoice as Vendor

Demo: Review Purchase Order Line Information and Create Invoice as Vendor

Demo: Enter Non Purchase Order Invoice as Vendor

Demonstration

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Invoice Payments and Outstanding Balances

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Accounts Receivable

management just a click

away

Accounts Receivable

management just a click

away

Supplier Dashboard

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Last 10 Payments Pagelet

Clicking on the

Reference link will

provide a list of invoices

that were paid

Clicking on the

Reference link will

provide a list of invoices

that were paid

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Document Upload

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Document Upload

Documents can be uploaded against Purchase Orders,

Contracts, logistics and RFQ’s along with General Vendor

documents

Documents can be uploaded against Purchase Orders,

Contracts, logistics and RFQ’s along with General Vendor

documents

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Self Service Account Management

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Vendor Address and Contact Updates

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Creating Internal Users

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Creating Internal User Login

Assigning

Internal Users will be

done by the

Vendor

Assigning

Internal Users will be

done by the

Vendor

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Demo: Assign Passwords to Internal Users

Demo: Assign Passwords to Internal Users

Demonstration

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Questions ??

[email protected]

http://vendor.deepwater.com/