Complex Services Work Confirmation

8/9/2019 Complex Services Work Confirmation

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Services Procurement – Complex Services 01/29/08

This document shows the Complex PO creation the !or" Con#irmation #rom supplierand the invoice and pa$ment processin%&

PO is created #rom Sourcin% or #rom 'u$er !or" Center&

Supplier creates !or" Con#irmation #rom iSupplier Portal&

(ote) Complex Services PO are created and viewed #rom 'u$er !or" Center&

*irst the list o# steps executed& Then the same steps with the screenshots illustratin% the

sample&

The +u$er creates the PO #rom 'u$er !or" Center or +uild #rom Sourcin% document&Once the PO is created and approved supplier can view and enter the wor" con#irmation&

,& Steps executed in this process)

1& Create a supplier and suplier site i# not in the s$stem $et&

2& Create Complex Services PO or use the one #rom Sourcin%&

-n this case creatin% the Complex Services #rom 'u$er !or" Center&

Choose .ocument St$le Complex Services PO&

Set Pa$ on eceipt to es&

& *or ines choose line t$pe *ixed Price Services

Clic" 3pdate icon to %et the #ields to enter Complex Services *inancin% and etaina%edetails&

& Set ,ccrue at eceipt to es Set 4atch ,pproval evel to 5!a$

6& There is a Pa$ -tems su+5ta+ alon% with headers lines and distri+utions& 7nter Pa$ -tems

Clic" ,ctions Split to add lines to the Pa$ -tems #or the line 1 and enter the amount #or

each t$pe&

& 7nter distri+utions

& Clic" Su+mit to %enerate the PO&

:& o% as the supplier to create invoice #or advance&8& Clic" *inance ; Create -nvoices

Choose Create -nvoice !ith PO and clic"


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Sample o# the search results i# exclude the ,dvances and *inancin%&

10& 7nter the ,dvanced in#ormation&

-nvoice is created&11&o% as the +u$er to process the invoice and create pa$ment #or ,dvance&

iew -nvoices& Clic"


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2:& un concurrent reBuest on the +u$er side&

This will %enerate the !or" Con#irmation (oti#ication to the +u$er&

28& o% as the +u$er to ,pprove the !or" Con#irmation&29& o% as the supplier to see the PO and create 4ilestone !or" Con#irmation&

0 & un eceivin% Transaction Processor on the +u$er side&

o% as the +u$er to ,pprove the !or" Con#irmation&1& o% as supplier to see the PO&

2& o% as the +u$er to release the retaina%e amount&

iew the !or" Con#irmation #rom the !or" Con#irmation su+5ta+&

>iew -nvoices #or the etaina%e and Pa$ -tems&

'& Screenshots showin% the sample o# the process)

1& Supplier site is set with Pa$ on eceipt es @#or this demoA&


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2& Create Complex Services PO or use the one #rom Sourcin%& -n this case creatin% the Complex Services #rom 'u$er !or" Center&

Choose .ocument St$le Complex Services PO&

Set Pa$ on eceipt to es&


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& *or ines choose line t$pe *ixed Price Services

Clic" 3pdate icon to %et the #ields to enter Complex Services *inancin% and etaina%e

details&


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& Set ,ccrue at eceipt to es

Set 4atch ,pproval evel to 5!a$


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6& There is a Pa$ -tems su+5ta+ alon% with headers lines and distri+utions&

7nter Pa$ -tems&


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Clic" ,ctions Split to add lines to the Pa$ -tems #or the line 1 and enter the amount #or

each t$pe&


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& 7nter distri+utions


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& Clic" Su+mit to %enerate the PO&


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8& Clic" *inance ; Create -nvoices

Choose Create -nvoice !ith PO and clic"


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9& *ind the PO&

Choose ,dvanced and Plannin% to Onl$


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Sample o# the search results i# exclude the ,dvances and *inancin%&


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10& 7nter the ,dvanced in#ormation&


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-nvoice is created&


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11&o% as the +u$er to process the invoice and create pa$ment #or ,dvance&


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12& Clic" ,ctions= 1& Chec" >alidate& Clic" O?&


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1& Clic" ,ctions= 1 a%ain& Clic" Create ,ccountin% and Pa$ in *ull& Chec" *inal radio

+utton& Clic" O?&


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16& 7nter Pa$ment #or the invoice&

7nter pa$ment date pa$ment amount @1000A +an" account pa$ment method&

Clic" save&


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1& Clic" ,ctions=1&

Choose Create ,ccountin%& Chec" *inal& Clic" o"&


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1& ,ccountin% is created&

1:& o% as the supplier to create !or" Con#irmation #or Pa$ -tem @ump SumA in iSupplier responsi+ilit$&


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Clic" the PO num+er lin" @Purchase OrdersA&

Clic" the show PO line details&

See ,dvance 'illed 1000&00 in the Summar$&

18& Create !or" Con#irmation&

Choose Create !or" Con#irmation #rom ,ctions O>& Clic"


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19& Choose Pa$ -tem 1 and clic" (ext&


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19& 7nter !or" Con#irmation) eBuested/.elivered Pro%ress&Clic" Su+mit&


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20& !or" Con#irmation has +een su+mitted& !or" Con#irmation is controlled +$ ,47&


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Transaction t$pe "e$: WCAPPRV Transaction T$pe name) !or" Con#irmation ,pproval

21& -n this scenario +u$er is the approver #or the !or" Con#irmation& o% as the +u$er&

Then su+mit concurrent process eceivin% Transaction Processor&


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'e#ore the eceivin% Transaction Processor concurrent reBuest&

unnin% the concurrent reBuest&


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,#ter runnin% the concurrent process&


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2& o% as the supplier&

Clic" the PO num+er lin"&

See the summar$ with the pa$ment o# 2000 and the line details&


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26& To view -nvoices choose ,ction >iew -nvoices& Clic"


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2& Create !or" Con#irmation #or Pa$ -tem 2 @ateA&

Chec" pa$ item 2& Clic" (ext&


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2& 7nter the !or" Con#irmation in#ormation and clic" Su+mit&


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2:& un concurrent reBuest on the +u$er side&

This will %enerate the !or" Con#irmation (oti#ication to the +u$er&


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28& o% as the +u$er to ,pprove the !or" Con#irmation&


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0 & un eceivin% Transaction Processor on the +u$er side&

o% as the +u$er to ,pprove the !or" Con#irmation&


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1& o% as supplier to see the PO&


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2& o% as the +u$er to release the retaina%e amount&


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& Clic" 4atch&

7nter PO num+er& Clic" *ind&


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6& Select all the lines and clic" elease&


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6& The update is saved and it returns to -nvoice #orm&


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& Clic" ,ctions=1

Chec" >alidate and clic"


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& Choose a%ain ,ctions=1&

Chec" Create ,ccountin% and chec" *inal& Clic" O"&


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: & o% as the supplier&

>iew the receipts #or the pa$ items&


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>iew the !or" Con#irmation #rom the !or" Con#irmation su+5ta+&


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>iew -nvoices #or the etaina%e and Pa$ -tems&

Complex Services Work Confirmation

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Transcript of Complex Services Work Confirmation