Also obtain your Owens Corning Vendor number(s) as reporting and purchase order processing is driven from the OC vendor number.

Transcription

1 Registration Tips: Before getting started, you must have an Owens Corning contact with Name, , and Phone Number. Also obtain your Owens Corning Vendor number(s) as reporting and purchase order processing is driven from the OC vendor number. Fields marked with an asterisk (*) are required fields. 1. From the Supplier Portal Home page, click the REGISTRATION button. Page 1 of 23

2 2. Complete the following information in Step 1: Field User ID Address Password/ Confirm Password Security Question Question Answer Details Must be 7-20 alpha numeric characters Provide your business address Must be 7-32 characters Must contain 1 numeric and 1 special character ($,?, #, etc.) Can not contain your account name or part of your full name Selected from the drop down Free text in response to the selected question 3. Click the NEXT button. Page 2 of 23

3 4. Complete the following information in Step 2: Category Name Professional Information Address Language Fields First Name, Last Name (Name Prefix, Middle Name, and Name Suffix are optional Job Title, Phone, Company (Mobile, Fax, and Other companies you do business as are optional) Address, City, State/Province, Zip/Postal Code, Country Preferred Language 5. Click the NEXT button. Page 3 of 23

4 6. Select the Supplier radio button in Step Click the NEXT button. 8. Complete the following in Step 4: A. Enter the Supplier #. B. Click the ADD SUPPLIER NUMBERS button. Page 4 of 23

5 Tips: Up to 5 Supplier Numbers can be added at one time. Once a Supplier Number is added, it can be removed by selecting the checkbox and clicking the REMOVE SELECTED button. The Supplier Number is the OC Account Number; if it is not known, continue through Step 4 and our Supplier Help team will work with you to apply the correct vendor numbers to your User ID. 9. Click the NEXT button. Page 5 of 23

6 10. Complete the following in Step 5: Category Reporting Access Your Role Partner Type Contact OC Contact Fields Account Status and Consignment Reporting checkboxes are selected by default Select necessary turn around capabilities from the following: Acknowledgment Order Acknowledgment, Customer Service Adv Ship Notice Sending Advance Ship Notices, Shipping Invoicing Accounts Receivable Choose from Material Supplier and/or Service Provider Provide Name, , and Phone for the supplier s company contact (should be a Web Admin or Company Leader) Provide Name, , and Phone for the Owens Corning Buyer or Purchase Order Issuer who can verify access is needed for the supplier applications 11. Click the SUBMIT button. Page 6 of 23

7 Account Status 1. From the MAIN MENU on the Home page, select Account Status. 2. Select the radio button for the type of search to be completed. Page 7 of 23

8 3. Enter appropriate search criteria based on the following options: A. By Invoice Date View a list of account activity for a particular time period by entering/selecting a Date Range (From/To) B. By Paid Date View a list of items paid during a particular time period by entering/selecting a Date Range (From/To) C. By Payment Number Find the payment detail for an EFT payment by entering the 10 digit trace number or locate detail for check payments by entering the check number Tips: The trace number begins with 4500 or 6000 (reversals) and can be found in the deposit information provided by the financial institution. The 4500 is not available in the deposit info received from the bank. Include all leading zeros when entering a check number. Page 8 of 23

9 D. By Supplier Invoice Number View the payment status of invoices by entering invoice numbers Tips: Up to 5 invoice numbers may be entered in one search. Use an asterisk (*) as a wildcard for partial searches (e.g., 123*4 finds any invoice beginning with 123 and ending with 4). E. By OC Purchase Order Number View the payment status of purchase orders by entering purchase numbers and/or a Dater Range (From/To) Tip: Up to 5 OC purchase numbers may be entered in one search. 4. Click the SUBMIT button. The ACCOUNT STATUS RESULTS display. Page 9 of 23

10 The following information displays: Column Vendor Number Type Invoice Number Company Code Purchase Number Invoice Date Payment Terms Payment Date Due Date Invoice Amount Discount Amount Net Amount Invoice Currency Payment Method Payment Number Payment Currency Clear/Deposit Date Payment Made To Item Text Message Additional Details/Description OC vendor number Invoice Credit memo Payment OC vendor payment document Error Rejected supplier portal invoice Pending Pending supplier portal invoice Rejected Invoice with incomplete/incorrect information Miscellaneous Accounting adjustments Supplier invoice number OC company code OC purchase number Supplier s invoice date OC terms with each supplier Date of payment Date invoice will be paid Amount of invoice EFT, check, or wire OC payment number Name and address Notes put on invoice; identifies plant for consignment Error reason for rejected or error status invoices Tip: To download the data to an Excel spreadsheet, click the DOWNLOAD TO FILE button. Then click either the Open or Save button depending on your need. Page 10 of 23

11 Consignment Reporting 1. From the MAIN MENU on the Home page, select Consignment Reporting. 2. Select the Month and Year from the appropriate drop downs. 3. Click the SUBMIT button. The CONSIGNMENT REPORT RESULTS display. Page 11 of 23

12 The following information displays: Column Vendor Number Vendor Name Plant Code Plant Name Material Code Material Description UOM Currency Issue Quantity Consignment Price Additional Details/Description OC vendor number Supplier s name OC plant code OC plant name OC material code OC material description Base UOM of material Quantity used for the time period Current consignment price Price Unit Per quantity (e.g., per 100) Material Amount Tax Amount Current On-Hand Quantity Prior Month On- Hand Quantity Tips: Extend price (Quantity * Price/Price Unit) Usage quantities of consigned materials are shown according to the Month/Year selected. Current On Hand Quantity reflects the quantity on hand as of the date the search is executed. To view results for a specific vendor, select a number from the Vendor drop down and click the APPLY FILTERS button. To download the data to an Excel spreadsheet, click the DOWNLOAD TO FILE button. Then click either the Open or Save button depending on your need. Page 12 of 23

13 Sent Items 1. From the MAIN MENU on the Home page, hover over Order Processing. 2. From the popup menu, select Sent Items. 3. The SENT ITEMS page displays. Page 13 of 23

14 Tips: To filter the list, type a Doc Number, select a Status, and/or type a PO Number in the appropriate search field and click the APPLY FILTERS button. The Doc Number reflects the ASN Delivery Note or the INV Invoice Number, as entered during that particular Turn Around process. The Type indicates the last completed Turn Around step (ACK = Acknowledgment, ASN = Advance Ship Notice, INV = Invoicing). Clicking the Type link for a line item displays the details of the item. The list can be sorted by Status or Date by clicking the respective column header. A maximum of ten results is displayed per page. To navigate through multiple pages of results, click the page numbers at the bottom of the list. The double-arrow navigates to the last page. Page 14 of 23

15 Upload Documents 1. From the MAIN MENU on the Home page, hover over Order Processing. 2. From the popup menu, select Upload Documents. Page 15 of 23

16 3. Click the Browse button. 4. Select the file to be uploaded. 5. Click the Open button. Page 16 of 23

17 6. Click the UPLOAD button. Tips: Files must be in XML format Page 17 of 23

18 Archived PO Search 1. From the MAIN MENU on the Home page, hover over Order Processing. 2. From the popup menu, select Archived PO Search. Page 18 of 23

19 3. Enter appropriate search criteria based on the following options: A. PO Number Type the PO number B. Supplier Number Select from a list of supplier numbers C. PO Select the radio button for Create Date or Archive Date and type/select a date range (From/To). 4. Click the SEARCH button. Page 19 of 23

20 The ARCHIVED PO S page displays. Tips: To view the PO OVERVIEW for a particular PO, click the PO number link. To remove a PO from the archive and return it to the active view, select the checkbox for the PO to be unarchived and click the UNARCHIVE button. (This can be done for multiple POs at one time by selecting each checkbox.) Page 20 of 23

21 Closed PO Search 1. From the MAIN MENU on the Home page, hover over Order Processing. 2. From the popup menu, select Archived PO Search. Page 21 of 23

22 3. Enter appropriate search criteria based on the following options: A. PO Number Type the PO number B. Supplier Number Select from a list of supplier numbers C. PO Select the radio button for Create Date or Close Date and type/select a date range (From/To). 4. The CLOSED PO SELECTION SCREEN displays. Page 22 of 23

23 Tips: To view the PO OVERVIEW for a particular PO, click the PO number link. The PO OVERVIEW page displays. Page 23 of 23