Services Procurement Complex Services 12/27/12

This document shows the Complex PO creation, the Wor Con!irmation !rom supplier,
and the invoice and pa"ment processin#$
PO is created !rom Sourcin# or !rom %u"er Wor Center$
Supplier creates Wor Con!irmation !rom iSupplier Portal$

&ote' Complex Services PO are created and viewed !rom %u"er Wor 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 Wor 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 Wor Center$
Choose ,ocument St"le Complex Services PO$
Set Pa" on -eceipt to .es$ (Note: PO's that are "Pay on Receipt", use self
billing and if a supplier were to invoice for one of these then the PO could
be double billed. "Pay on Receipt" marked POs will not show up when supplier searches for PO
to invoice. You may not set to Pay on Receipt for manual process.
/$ (or 0ines choose line t"pe (ixed Price Services
Clic 1pdate icon to #et the !ields to enter Complex Services (inancin# and -etaina#e
details$
/$ Set *ccrue at -eceipt to .es
Set 2atch *pproval 0evel to /3Wa"
4$ There is a Pa" +tems su)3ta) alon# with headers, lines and distri)utions$
5nter Pa" +tems
Clic *ctions Split to add lines to the Pa" +tems !or the line 1 and enter the amount !or
each t"pe$
6$ 5nter distri)utions
7$ Clic Su)mit to #enerate the PO$
7$ 0o# as the supplier to create invoice !or advance$
8$ Clic (inance 9 Create +nvoices
Choose Create +nvoice With PO and clic :O$
;$ (ind the PO$
Choose *dvanced and Plannin# to Onl"
Sample o! the search results i! exclude the *dvances and (inancin#$
1<$ 5nter the *dvanced in!ormation$
+nvoice is created$
11$0o# as the )u"er to process the invoice and create pa"ment !or *dvance$
:o to Pa"a)les responsi)ilit" 9 +nvoices 9 5ntr" 9 +nvoices
5nter PO num)er and clic (ind$
12$ Clic *ctions= 1$ Chec >alidate$ Clic O?$
1/$ Clic *ctions= 1 a#ain$ Clic Create *ccountin# and Pa" in (ull$ Chec (inal radio
)utton$ Clic O?$
14$ 5nter Pa"ment !or the invoice$
5nter pa"ment date, pa"ment amount @1<<<A, )an account, pa"ment method$
Clic save$
16$ Clic *ctions=1$
Choose Create *ccountin#$ Chec (inal$ Clic o$
17$ *ccountin# is created$
17$ 0o# as the supplier to create Wor Con!irmation !or Pa" +tem @0ump SumA in
iSupplier responsi)ilit"$
Clic the PO num)er lin @Purchase OrdersA$
Clic the show PO line details$
See *dvance %illed 1,<<<$<< in the Summar"$
18$ Create Wor Con!irmation$
Choose Create Wor Con!irmation !rom *ctions 0O>$ Clic :O$
1;$ Choose Pa" +tem 1 and clic &ext$
1;$ 5nter Wor Con!irmation' -eBuested/,elivered, Pro#ress$
Clic Su)mit$
2<$ Wor Con!irmation has )een su)mitted$
Wor Con!irmation is controlled )" *25$
Transaction t"pe e": WCAPPRV
Transaction T"pe name' Wor Con!irmation *pproval
21$ +n this scenario, )u"er is the approver !or the Wor Con!irmation$ 0o# as the )u"er$
Then, su)mit concurrent process -eceivin# Transaction Processor$

%e!ore the -eceivin# Transaction Processor concurrent reBuest$
-unnin# the concurrent reBuest$
*!ter runnin# the concurrent process$
22$*pprove the Wor Con!irmation$
When the )u"er accepts the Wor Con!irmation, the -eceivin# Transaction Processor will
run a#ain$
Since the PO was set to Pa" On -eceipt, an invoice is #enerated$
2/$ 0o# as the supplier$
Clic the PO num)er lin$
See the summar" with the pa"ment o! 2<<< and the line details$
24$ To view +nvoices, choose *ction >iew +nvoices$ Clic :o$
26$ Create Wor Con!irmation !or Pa" +tem 2 @-ateA$
Chec pa" item 2$ Clic &ext$
27$ 5nter the Wor Con!irmation in!ormation and clic Su)mit$
27$ -un concurrent reBuest on the )u"er side$
This will #enerate the Wor Con!irmation &oti!ication to the )u"er$
28$ 0o# as the )u"er to *pprove the Wor Con!irmation$
2;$ 0o# as the supplier to see the PO and create 2ilestone Wor Con!irmation$
/< $ -un -eceivin# Transaction Processor on the )u"er side$
0o# as the )u"er to *pprove the Wor Con!irmation$
/1$ 0o# as supplier to see the PO$
/2$ 0o# as the )u"er to release the retaina#e amount$
:o to Pa"a)les responsi)ilit" 9 +nvoices 9 5ntr" 9 +nvoices$
5nter T"pe -etaina#e -elease$
//$ Clic 2atch$
5nter PO num)er$ Clic (ind$
/4$ Select all the lines and clic -elease$
/4$ The update is saved, and it returns to +nvoice !orm$
/6$ Clic *ctions=1
Chec >alidate and clic :o$
/7$ Choose a#ain *ctions=1$
Chec Create *ccountin# and chec (inal$ Clic O
/7 $ 0o# as the supplier$
>iew the receipts !or the pa" items$
>iew the Wor Con!irmation !rom the Wor Con!irmation su)3ta)$
>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$


2$ Create Complex Services PO or use the one !rom Sourcin#$
+n this case, creatin# the Complex Services !rom %u"er Wor Center$
Choose ,ocument St"le Complex Services PO$
Set Pa" on -eceipt to .es$




/$ (or 0ines choose line t"pe (ixed Price Services
Clic 1pdate icon to #et the !ields to enter Complex Services (inancin# and -etaina#e
details$



/$ Set *ccrue at -eceipt to .es
Set 2atch *pproval 0evel to /3Wa"



4$ There is a Pa" +tems su)3ta) alon# with headers, lines and distri)utions$
5nter Pa" +tems$


Clic *ctions Split to add lines to the Pa" +tems !or the line 1 and enter the amount !or
each t"pe$



6$ 5nter distri)utions



7$ Clic Su)mit to #enerate the PO$



7$ 0o# as the supplier to create invoice !or advance$



8$ Clic (inance 9 Create +nvoices
Choose Create +nvoice With PO and clic :O$


;$ (ind the PO$
Choose *dvanced and Plannin# to Onl"



Sample o! the search results i! exclude the *dvances and (inancin#$





1<$ 5nter the *dvanced in!ormation$




+nvoice is created$



11$0o# as the )u"er to process the invoice and create pa"ment !or *dvance$
:o to Pa"a)les responsi)ilit" 9 +nvoices 9 5ntr" 9 +nvoices
5nter PO num)er and clic (ind$


12$ Clic *ctions= 1$ Chec >alidate$ Clic O?$


1/$ Clic *ctions= 1 a#ain$ Clic Create *ccountin# and Pa" in (ull$ Chec (inal radio
)utton$ Clic O?$




14$ 5nter Pa"ment !or the invoice$
5nter pa"ment date, pa"ment amount @1<<<A, )an account, pa"ment method$
Clic save$



16$ Clic *ctions=1$
Choose Create *ccountin#$ Chec (inal$ Clic o$


17$ *ccountin# is created$




17$ 0o# as the supplier to create Wor Con!irmation !or Pa" +tem @0ump SumA in
iSupplier responsi)ilit"$
Clic the PO num)er lin @Purchase OrdersA$
Clic the show PO line details$
See *dvance %illed 1,<<<$<< in the Summar"$


18$ Create Wor Con!irmation$
Choose Create Wor Con!irmation !rom *ctions 0O>$ Clic :O$



1;$ Choose Pa" +tem 1 and clic &ext$



1;$ 5nter Wor Con!irmation' -eBuested/,elivered, Pro#ress$
Clic Su)mit$




2<$ Wor Con!irmation has )een su)mitted$
Wor Con!irmation is controlled )" *25$
Transaction t"pe e": WCAPPRV
Transaction T"pe name' Wor Con!irmation *pproval



21$ +n this scenario, )u"er is the approver !or the Wor Con!irmation$ 0o# as the )u"er$
Then, su)mit concurrent process -eceivin# Transaction Processor$

%e!ore the -eceivin# Transaction Processor concurrent reBuest$


-unnin# the concurrent reBuest$




*!ter runnin# the concurrent process$



22$*pprove the Wor Con!irmation$




When the )u"er accepts the Wor Con!irmation, the -eceivin# Transaction Processor will
run a#ain$
Since the PO was set to Pa" On -eceipt, an invoice is #enerated$





2/$ 0o# as the supplier$
Clic the PO num)er lin$
See the summar" with the pa"ment o! 2<<< and the line details$



24$ To view +nvoices, choose *ction >iew +nvoices$ Clic :o$



26$ Create Wor Con!irmation !or Pa" +tem 2 @-ateA$
Chec pa" item 2$ Clic &ext$


27$ 5nter the Wor Con!irmation in!ormation and clic Su)mit$




27$ -un concurrent reBuest on the )u"er side$
This will #enerate the Wor Con!irmation &oti!ication to the )u"er$



28$ 0o# as the )u"er to *pprove the Wor Con!irmation$



2;$ 0o# as the supplier to see the PO and create 2ilestone Wor Con!irmation$





/< $ -un -eceivin# Transaction Processor on the )u"er side$
0o# as the )u"er to *pprove the Wor Con!irmation$


/1$ 0o# as supplier to see the PO$




/2$ 0o# as the )u"er to release the retaina#e amount$
:o to Pa"a)les responsi)ilit" 9 +nvoices 9 5ntr" 9 +nvoices$
5nter T"pe -etaina#e -elease$






//$ Clic 2atch$
5nter PO num)er$ Clic (ind$


/4$ Select all the lines and clic -elease$


/4$ The update is saved, and it returns to +nvoice !orm$


/6$ Clic *ctions=1
Chec >alidate and clic :o$


/7$ Choose a#ain *ctions=1$
Chec Create *ccountin# and chec (inal$ Clic O$





/7 $ 0o# as the supplier$
>iew the receipts !or the pa" items$

>iew the Wor Con!irmation !rom the Wor Con!irmation su)3ta)$

>iew +nvoices !or the -etaina#e and Pa" +tems$