Carriers Webcast: Invoicing Process for M-I SWACO North America. October 19, 2017

Transcription

1 Carriers Webcast: Invoicing Process for M-I SWACO North America October 19, 2017

2 Today s Presenters Chris Hunt Supply Chain Deployment Manager Lora Sfeir North America Shared Services Freight Pay Leader Keith Owen North America Shared Services Logistics Leader 2

3 Schlumberger Confidential Agenda Introduction Freight-Related Invoice Submission Matrix Accenture NPO Invoice Flow Guidance Documents OTM Invoice Review & Submission Process Frequently Asked Questions Summary Q&A

4 Freight-Related Invoice Submission Matrix Invoice Type & System FREIGHT (Truck/Air/Sea) OTM RAIL Intellitrans PARCEL CASS/Accenture WAREHOUSING & CUSTOMS Accenture Shipments Transacted using STANDARD PROCESSES Invoice Submission via OTM (Auto AP Invoicing) Delivery in SAP, Shipments created and processed in OTM Invoice Submission via Intellitrans to SAP (Auto AP Invoicing) Delivery in SAP, Shipments through Intellitrans AS IS Process : Parcel Vendors to continue to submit to CASS/Accenture. Note: Coding information should be mapped to SAP CC/GL. Submit to CASS Route (for consolidation in US)/Accenture Route (CA) NPO Invoice Submission (Manual Accenture AP Processing) (3 rd party warehousing, packing, handling, services etc.) Vendor to Submit to Accenture Route (with NPO Template) Scan/Enter in VIM Please contact Freight Pay at SSO-NAM-FreightPay@slb.com if you require additional support freight payment invoice-related questions. 4

5 Accenture Invoice Submission Instructions (1 of 2) ***Only use the Accenture method for exceptional cases after confirmation from Freight Pay team.*** Options Manual Paper Submission MySupplierPortal Urgent Portal Instructions (Bill to the correct entity) C/O ACCENTURE/BSS EDM PO Box San Antonio, Texas **Sending by Overnight mail run (with Fed-Ex or UPS) (Bill to the correct entity) C/O ACCENTURE/BSS EDM 6415 Babcock Road, Suite 100 San Antonio, TX Submit invoices through the supplier portal: Logistic coordinators will advise Carriers when to use the Urgent Route. FIN FIN FIN 5

6 Accenture Invoice Submission Instructions (2 of 2) General Manual AP Booking Requirements to avoid delay in the processing & payment Invoice must be billed to the correct legal name of the Schlumberger Company requesting service Full name of the SLB Contact Person requesting service (e.g. LCT), Address and applicable Cost Center Invoice copy should be clear and no tick marks (to avoid issue in OCR scanning) Additional Specific Requirements to avoid delay in the processing & payment Freight Warehousing Customs Before Billing, retrieve the corresponding SAP ITT PO/STO/SO linked to the transacted shipment (if any) from your SLB Logistics or Operations contact and include the same in your invoice & supporting docs. If this is not available, require your SLB Logistics contact to complete the NPO Template and attached it as supporting Doc of the invoice. Before Billing, retrieve the corresponding SAP ITT PO for this service from your SLB Logistic contact. If this is not available, require your SLB Logistics or Operations contact to complete the NPO Template and attached it as supporting Doc of the invoice. Provide PO Condition Template as a support of the Invoice. 6

7 Guidance Documents Overview Visit the North America Logistics Suppliers Hub Page for step-by-step guides on how to perform various functions in OTM. Training materials Covisint User Registration (0.76 MB PDF) OTM Accept Shipment Tender BPP (0.43 MB PDF) OTM Create Balance Due Freight Invoice BPP (0.42 MB PDF) OTM Enter Gating Events BPP (0.52 MB PDF) OTM Invoice Review and Submission BPP (0.70 MB PDF) OTM Modify Existing Spot Bid BPP (0.44 MB PDF) OTM Respond to Spot Tender BPP (0.60 MB PDF) OTM Add Gating Events for Multi-Stop Shipment BPP (0.58 MB PDF) OTM Upload Documents BPP (0.67 MB PDF) 7

8 For domestic shipments, Carriers can review cost on the invoice after Detention Computation based on Gating Events. Here, carriers can make adjustments to the cost (add Accessorial) and submit to Schlumberger for approval. 1. Click Invoice to continue. 8

9 2. Enter the appropriate Shipment ID after scrolling down. Click Search. 9

10 3. Click the checkbox to select the appropriate Invoice ID. 4. Click Edit to continue. 10

11 5. Enter the appropriate invoice number. 6. Scroll down and click New Line Item to continue. 11

12 7. Enter a higher sequence number than 90 to avoid a sequence conflict. 8. Enter the appropriate Freight Charge. 12

13 9. Enter the appropriate Accessorial Code and then press Save. 13

14 10. Click Finished to continue. This will save your work on the invoice. 14

15 11. Click the checkbox to select the invoice. 15

16 12. Click Actions to move to the screen that will allow you to submit your invoice. 16

17 13. Click Submit to submit your invoice. 17

18 14. Invoice submission initiation note will be displayed. Congratulations, you have successfully reviewed/edited and submitted your invoice in OTM. 18

19 Frequently Asked Questions Q: When do my payment terms begin? A: Payment terms begin the day the invoice is submitted in OTM. Q: Where is my payment? A: Please ensure you have actioned the invoice submission in Covisint. Then contact Freight Pay if further assistance is required. Q: Why am I not receiving my remittance details? A: Your remittance details are sent to the contact you designated. If you would like this address updated, please contact Freight Pay. 19

20 Summary Points All Freight Carriers shall use OTM to submit invoices. All Rail Carriers shall use Intellitrans to submit invoices. For exceptional cases only, use the Accenture non-po invoice submission process. Invoice Must-Haves All invoices submitted via OTM must have all supporting documentation. (i.e. MI BOL s, Signed Proof of Delivery, etc.) Detention times must be clearly listed and signed. Signed Proof of Delivery must be legible. 20