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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&
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