GEtServices Services Training For Suppliers Requests/Proposals.
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Transcript of GEtServices Services Training For Suppliers Requests/Proposals.
![Page 1: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/1.jpg)
GEtServicesServices Training For Suppliers Requests/Proposals
![Page 2: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/2.jpg)
2 /GE /
November 2004
Overall GEtServices Process
Select Proposal
Submit Proposal
Create Request
Accept Order (Draft)
Check Out Order for Approval
Approve
Receipts
Submit Receipts
Create Order (Draft)
Active
Order
Oracle iProcurement
Approval
Auto
Approved
Invoices
For Payment
Requester
Supplier
Oracle iProcurement
Punch-Out
Oracle
GEtServices
![Page 3: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/3.jpg)
3 /GE /
November 2004
Table of Contents1. Review Request and Create Proposal2. Adding Consultant(s)3. Review and Accept Draft Order4. Submit Receipts5. Audit Trail and Conferencing6. Add Supplier User (Admin Only)7. Modify Supplier User (Admin Only)8. Consolidate Email Notifications
![Page 4: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/4.jpg)
4 /GE /
November 2004
http://getservices.gesupplier.com
Login to GEtServices
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5 /GE /
November 2004
Respond to Request
Accept Draft Order2
1
Supplier Services Tasks: Step 1
Submit Receipts for completed services
Review Draft Order, modify and return to GE or Accept
Review Request and Submit Proposal
Submit Receipt3
![Page 6: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/6.jpg)
6 /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.
Request Items
Services
Upon Delivery
Fixed Date
Recurring Payment
Content
SOW
File Attachments
Questions
Question Groups
Apply & Normalize Weights
Require supplier response
Details
Request Name
Description
Start and End Dates
Response Deadline
Location
File Attachments
General
![Page 7: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/7.jpg)
7 /GE /
November 2004
Create Proposal
Access “new Request” from Message Center or select
“Requests” from top menu and then ”Request Name”
![Page 8: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/8.jpg)
8 /GE /
November 2004
Create Proposal
Review items
![Page 9: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/9.jpg)
9 /GE /
November 2004
A proposal is a supplier’s response to a request.
Details
Request Name
Description
Start and End Dates
Total Amount
Location
Supplier
General
What is a Proposal?
Proposal Items
Services
Upon Delivery
Fixed Date
Recurring Payment
Content
SOW
File Attachments
Questions
Question Groups
Apply & Normalize Weights
Require supplier response
![Page 10: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/10.jpg)
10 /GE /
November 2004
Create Proposal
Click “Create Proposal”
A user can forward or decline a request
![Page 11: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/11.jpg)
11 /GE /
November 2004
Create Proposal
Click “OK”
![Page 12: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/12.jpg)
12 /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”
![Page 13: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/13.jpg)
13 /GE /
November 2004
Status update to “Submitted”
Submitted Proposal
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14 /GE /
November 2004
Respond to Request
Accept Draft Order2
1
Supplier Services Tasks: Step 2
Submit Receipts for completed services
Review Draft Order, modify and return to GE or Accept
Submit Receipt3
Review Request and Submit Proposal
![Page 15: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/15.jpg)
15 /GE /
November 2004
Accounting
Details
Accounting Summary
Accounting Items
Order Items
Fixed Deliverables
Upon Delivery
Fixed Date
Recurring Payment
Content
SOW
File Attachments
Details
Order Name
Description
Start and End Dates
Total Amount
Location
Supplier
General
An Order is the agreement with the supplier to provide the requested services.
What is an Order?
![Page 16: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/16.jpg)
16 /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
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17 /GE /
November 2004
Adding Consultants
Access “Submitted Draft Order” from Message Center
or select “Order” from top menu and then ”Order
Name”
![Page 18: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/18.jpg)
18 /GE /
November 2004
Adding Consultants
Click “Order Items”
![Page 19: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/19.jpg)
19 /GE /
November 2004
Adding Consultants
Click “Contingent
Staff”
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20 /GE /
November 2004
Adding Consultants
Click “Add Ad Hoc Candidate”
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21 /GE /
November 2004
Adding Consultants
Click “Next”
Enter Required Information
To track consultants, the supplier user must
select “Consultant” in the “Candidate
Type Information”
section
![Page 22: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/22.jpg)
22 /GE /
November 2004
Adding Consultants
Enter Required Information
Click “Next”
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23 /GE /
November 2004
Adding Consultants
Review and click “Finish”
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24 /GE /
November 2004
Adding Consultants
Information updated.
Repeat process to add
additional consultants
Consultant can be deleted from
the order by clicking
“Remove”
Review items and make
changes where necessary
“Send to Buyer for Review”
![Page 25: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/25.jpg)
25 /GE /
November 2004
Review and Accept Draft Order
![Page 26: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/26.jpg)
26 /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”
![Page 27: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/27.jpg)
27 /GE /
November 2004
Review and Accept Draft Order
Click “Accept Draft Order”
NOTE: Order can be
forwarded to a different
registered contact
Review items. If changes are
necessary, “Send to Buyer for Review” will
be the only option
![Page 28: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/28.jpg)
28 /GE /
November 2004
Review and Accept Draft Order
Click “OK”
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29 /GE /
November 2004
Review and Accept Draft Order
Status updates to “Supplier
Accepted Draft”
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30 /GE /
November 2004
Respond to Request
Accept Draft Order2
1
Supplier Services Tasks: Step 3
Submit Receipts for completed services
Review Draft Order, modify and return to GE or Accept
Submit Receipt3
Review Request and Submit Proposal
![Page 31: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/31.jpg)
31 /GE /
November 2004
Submit Receipts
Access “Active Order” from Message
Center or select “Orders” from top
menu and then “Order Name”
![Page 32: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/32.jpg)
32 /GE /
November 2004
Submit Receipts
Click “Receipts”
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33 /GE /
November 2004
Submit Receipts
Click “Enter
Receipts”
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34 /GE /
November 2004
Submit Receipts
Select the order line item that you wish to submit a receipt for
Click “Enter Receipt Details”
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35 /GE /
November 2004
Submit Receipts
Enter Required Information
Click “Save”
When entering the receipt amount, DO
NOT include tax
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.
![Page 36: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/36.jpg)
36 /GE /
November 2004
Submit Receipts
Repeat the process and add as many receipts as
needed
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37 /GE /
November 2004
Submit Receipts
Review and click “Submit
for Approval”
Receipts will stay in “Draft”
status until submitted
for approval
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38 /GE /
November 2004
Receipts Submitted
Note: Receipt status updates
to “Pending Approval”
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39 /GE /
November 2004
Audit Trail View changes / actions performed on the order.
Conferencing Centralized messaging forum for team members and/or suppliers.
![Page 40: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/40.jpg)
40 /GE /
November 2004
Audit Trail
A user can click “Audit Trail” to see changes /
actions performed on the order
![Page 41: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/41.jpg)
41 /GE /
November 2004
Conferencing
A user can click “Conferencing” to
centralize a messaging forum
with team members and/or
suppliers for all to view
![Page 42: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/42.jpg)
42 /GE /
November 2004
Add Supplier User
![Page 43: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/43.jpg)
43 /GE /
November 2004
Add Supplier User
Access “User Management”’
from System Set Up
![Page 44: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/44.jpg)
44 /GE /
November 2004
Add Supplier User
Click “Create Supplier User”
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45 /GE /
November 2004
Add Supplier User
Enter Required Information
Click “Save”
Note: Administrative Permission gives users
access to “User Management” and
“Candidate Management”
![Page 46: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/46.jpg)
46 /GE /
November 2004
Supplier User Added
Note: Locations assigned will
determine access to Requests and
Orders.
Click “Edit”
to modify
![Page 47: GEtServices Services Training For Suppliers Requests/Proposals.](https://reader038.fdocuments.us/reader038/viewer/2022102805/551b5c2d550346dd1a8b64c5/html5/thumbnails/47.jpg)
47 /GE /
November 2004
Modify Supplier UserChange Primary Contact
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48 /GE /
November 2004
Modify Supplier User
Access “User Management”’
from System Set Up
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49 /GE /
November 2004
Modify Supplier User
Click “Employee
Name”
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50 /GE /
November 2004
Modify Supplier User
Click “Edit”
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51 /GE /
November 2004
Modify Supplier User
Click “Save”
Modify information as needed
Note: Administrative Permission gives
users access to “User Management” and
“Candidate Management”
Place a check in the “Primary Contact” box to make this user the
Primary Contact
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52 /GE /
November 2004
Consolidate Email Notifications
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53 /GE /
November 2004
Consolidate Email Notifications
Access “User Profile”’ from
System Set Up
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54 /GE /
November 2004
Consolidate Email Notifications
Click “Edit”
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55 /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”.
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56 /GE /
November 2004
Consolidate Email Notifications
Information Updated