Abu Dhabi Investment Authority

Transcription

1 OUM USER GUIDE Abu Dhabi Investment Authority isupplier Portal - View Invoice Author: Creation Date: Last Updated: Document Ref: Version: Abu Dhabi Investment Authority 29-Jan Jan-17 ADIA/User Guide/2.9.2 V1 1

2 Index Index isupplier Portal - View Invoice

3 07-02 isupplier Portal - View Invoice Requirement To allow Supplier user to view an invoice Pre-Requisite Supplier is approved and supplier user is registered with access to isupplier Portal. External User (Supplier) URL System & Browser Requirement Windows 10, Windows 8.1 & Windows 7 users will require Internet Explorer 11 Windows Vista users will require Internet Explorer 9 In the steps where Supplier has action to click on any favorite icon on his ARMS Homepage, and If supplier is not able to see any favorites functions in his homepage, he should refer to guide Supplier Registration to learn how to add favorites to his homepage. 3

4 Role Step Step Details Responsibility Navigation Action Supplier Supplier logs in to ARMS Supplier logs in to ARMS using his username and password None None Enter user name and password and click on Login button 4

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6 Role Step Step Details Responsibility Navigation Action Supplier Supplier clicks on Homepage of isupplier Poral Full Access (ARMS) responsibility Supplier clicks on Homepage of isupplier Poral Full Access (ARMS) responsibility None Homepage Click on Homepage icon of isupplier Portal Full Access 6

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8 Role Step Step Details Responsibility Navigation Action Supplier Supplier clicks on Finance tab of isupplier Portal Homepage Supplier clicks on Finance tab of isupplier Portal Homepage of isupplier Portal Full Access (ARMS) responsibility isupplier Portal Full Access (ARMS) Homepage > Finance Tab Click on Finance Tab 8

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10 Role Step Step Details Responsibility Navigation Action Supplier Supplier navigates to View Invoices screen Under finance tab supplier navigates to View Invoices screen to query for invoices isupplier Portal Full Access (ARMS) Homepage > Finance Tab > View Invoice Click on View Invoices link 10

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12 Role Step Step Details Responsibility Navigation Action Supplier View invoices Simple search screen opens In this screen supplier can enter multiple search criteria to filter and search the invoice he wants to view Various parameters are Invoice Number Enter partial (%x%) of full Invoice number PO Number Enter partial (%x%) PO Number Release Number Enter release number Payment Number Enter partial (%x%) payment number Invoice Status Select a value from LOV Payment Status Select a value from LOV Invoice Amount From & To Enter Invoice amount from and to values Amount Due From & To Enter amount due from and to values Invoice Date From & To - Enter Date from and to (Enter manually in format DD-MON-YYYY) or select a date from calendar Due Date From & To - Enter Date from and to (Enter manually in format DD-MON-YYYY) or select a date from calendar isupplier Portal Full Access (ARMS) Homepage > Finance Tab > View Invoice Enter suitable value to parameters 12

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14 Role URL Supplier System & Browser Requirement Windows 10, Windows 8.1 & Windows 7 users will require Internet Explorer 11 Windows Vista users will require Internet Explorer 9 Step Step Details Responsibility Navigation Action Supplier selects Payment Status criteria (optional) If the search criteria is Payment status, supplier can choose from three option Not paid to search Invoices which are not paid at all Partial Paid to search Invoices which are partially paid Paid to search Invoices which are fully paid isupplier Portal Full Access (ARMS) Homepage > Finance Tab > View Invoice Optionally select any one value from Payment status LOV 14

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16 Role Step Step Details Responsibility Navigation Action Supplier Supplier selects Invoice Status criteria (optional) If the search criteria is Invoice status, supplier can choose from three option Approved to search Invoices which are Approved Cancelled to search Invoices which are Cancelled In-Process to search Invoices which are In-Process On hold to search Invoices which are On hold Rejected to search Invoices which are Rejected Unsubmitted to search Invoices which are Draft and not yet submitted by Supplier isupplier Portal Full Access (ARMS) Homepage > Finance Tab > View Invoice Select a suitable value for parameter Invoice Status from LOV. 16

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18 Role Step Step Details Responsibility Navigation Action Supplier Supplier enters the details in search parameter as required If supplier wants to see all the invoices, he clicks on Go button without entering any search parameter criteria. In such way, all the invoices are visible to Supplier isupplier Portal Full Access (ARMS) Homepage > Finance Tab > View Invoice Supplier clicks on Go Button 18

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20 Role Step Step Details Responsibility Navigation Action Supplier Supplier clicks on the Invoice (link) to review the invoice Supplier clicks on the Invoice (link) to review the invoice. The details are visible isupplier Portal Full Access (ARMS) Homepage > Finance Tab > View Invoice Click on Invoice link 20

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22 Role Step Step Details Responsibility Navigation Action Supplier Supplier reviews the invoice details Supplier reviews the invoice details isupplier Portal Full Access (ARMS) Homepage > Finance Tab > View Invoice Click on return to Finance: View Invoice 22

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24 Role Step Supplier Supplier enters search parameter values Step Details Supplier enters search parameter values. For example Invoice number, if the full value is not known, supplier enters partial value like %1003% Responsibility Navigation Action isupplier Portal Full Access (ARMS) Homepage > Finance Tab > View Invoice Enter the search parameter values and click on Go button 24

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26 Role Step Step Details Responsibility Navigation Action Supplier Supplier clicks on the Invoice (link) to review the invoice Supplier clicks on the Invoice (link) to review the invoice. The details are visible isupplier Portal Full Access (ARMS) Homepage > Finance Tab > View Invoice Click on Invoice link 26

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28 Role Step Supplier Supplier reviews the invoice Step Details Supplier reviews the invoice details. Supplier logs out of ARMS if required (optional) Responsibility isupplier Portal Full Access (ARMS) Navigation Logout Action Click on Logout icon 28

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