SRM Vendor Registration Instructions

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This document explains how vendors can register for
access to P&W’s SRM (Supplier Relationship
Management) system (a.k.a. “mySAP SRM”) via P&W’s
“Online Services” ePortal. For the purpose of this
document, we will refer to this system as just “SRM”
For help or more information,please contact the P&W SRM team at ;
[email protected]
Warning
This document is the property of United
Technologies Corporation (UTC). You may not
possess, use, copy or disclose this document or
any information in it, for any purpose without
UTC's express written permission.
Neither
receipt nor possession of this document alone,
from any source, constitutes such permission.
Possession, use, copying or disclosure by
anyone
without
UTC's
express
written
permission is not authorized and may result in
criminal and/or civil liability.
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Getting to the Log-On screen of P&W’s “Online Services” Portal
•The “Online Services” portal (a.k.a. the e-Portal) is located on the web at:
https://portal.pw.utc.com
•You will need this link again, therefore “Bookmark It” now.
•Your login ID (User ID) is (or will be) your e-mail address.
•Your password is automatically provided by P&W within ~24 hours of the
first time that you register and are approved.
•Once registered, your password can be changed at any time from the
“login” screen.
•If you forget (or forgot) your password, a new one can be requested from
this same “login” screen. The new one will be sent to the e-mail address
you used when you registered for the “Online Services” portal.
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Registration for P&W’ s“Online Services” portal and the SRM application
1.
To access P&W’s “Online Services” portal, you’ll need your company’s registration
code (also called the “company code”). If you know yours, go to step 2. Otherwise
you’ll have to obtain one from your P&W contact in the purchasing organization or the
SRM point of contact at your company before you can proceed.
2.
Go to the log-in page of the P&W “Online Services” portal by typing the following link
into the URL area of a browser window. https://portal.pw.utc.com
Note: although the portal should work with most browsers, P&W only supports IE (Internet Explorer) 5.0-7.0
•
If you already have portal access, then login & look for the “Online Services
Universal Registration” gadget. Click on the link “Request Additional
Resources” then skip to step 7.
•
If you have never used P&W’s “Online Services” portal, then go to step 3.
3.
Look for & click on the “Register Here” link. In the next pop-up window titled “Do you
know your company’s Registration code?”, click on the link “Enter the Universal
Registration Tool” just below “Yes”.
4.
In this screen “Welcome to Universal Registration” enter your company’s registration
code (this is the code that you received from your P&W contact in the purchasing
organization) and click “Continue”.
5.
On this next screen “Account Set Up - Step 1 of 4” you’ll need to enter your e-mail
address twice & agree to the T&C’s for your use of the portal, then click “Continue”
6.
The next screen, “Account Set Up - Step 2 of 4” will ask you to fill out your contact
information. Fields marked in bold are required. Fill this out as requested and then click
“Continue”
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Registration for P&W’ s“Online Services” portal and the SRM application (cont’d)
7.
You’ll be brought to the page “Account Set Up - Step 3 of 4” where you can make your
resource selections.
8.
Select “SRM” from the available choices (it may be the only choice). The page will
refresh and will now show you the resource/role options of “Bidder-SUS”,“InvoicerSUS” and “Process Order-SUS”. You can pick one, all or any combination of these
roles. Important - full use of the SRM application requires access to all three roles.
Some companies may split the responsibilities between three separate people, others
may have one person do all three functions. It is up to your company to decide how to
assign roles and responsibilities.
7.
Answer the question as to whether you have had access to P&W’s SAP system. If in
doubt, check off “No”. Now click “Continue”.
8.
This next screen will show you what resource/role combination(s) you are requesting.
You’ll need to type a reason as to why you are requesting the “SRM” resource. Once
finished click on “Submit Request”
9.
You’ll get a screen that says “Thank you for submitting you request. Please be patient as
your request should be approved within 7 business days”. The approval of this resource
first goes to your “Client Administrator”(also known as your Site or IT Administrator) at
you company and then to the P&W purchasing organization. Normally this does not take
7 days, but the message is erring on the safe side.
Slides 5 thru 15 show you screen shots of the process described above.
Slides 16 thru 22 show you what happens after you log into “Online Services”.
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Where can I find Pratt & Whitney’s “Online Services” portal and how do I register?
Typing : https://portal.pw.utc.com will bring you to this screen
Click on the link, “Registration Information”
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Entering the Universal Registration tool
Looks for paragraph 4 and click on this link :
https://registration.pw.utc.com/ur_public/userPage/newuser.jsp?div=2359
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Entering the Universal Registration tool cont..
Enter your company’s registration code
into the “Company Code” box,
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Entering the Universal Registration tool – Step 1
Enter your E-mail address
twice.
Click on the check box
indicating that you’ve
consented to the T&C’s and
then click “Continue”.
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Account Set Up - Step 2 - User information form
Fill out or update the info. on this page. BOLD/Red fields are mandatory.
Press “Continue” to go to the next screen
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Account Set-up Screen - Step 3
This screen shows the resources that are available to you. It is based on
your company’s registration code. Most companies will have smaller
lists then what is shown below. Scroll down until you see the “SRM”
resource.
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Account Set-up Screen - Step 3 continued
Select the SRM resource by placing a check mark here. The screen will
blink and then…..
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Account Set-up Screen - Step 3 continued
..these roles will appear. Put a check in the box for the “Bidder-SUS”,
“Invoicer-SUS”, “Process Order-SUS”, or any combination of the three and
then click “ADD”
You’ll also need to answer this question as to
whether you have had access to P&W’s SAP
system, if in doubt, check off “No”.
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Account Set-up Screen - Step 3 continued
….scroll to the top (or bottom) of the screen
and press “Continue”
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Submittal screen
Fill out the reason for requesting this resource and
the press “submit request”.
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Confirmation screen
….you will receive a message something like this.
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
How do I log onto Pratt & Whitney’s “Online Services” portal?
Typing : https://portal.pw.utc.com will bring you to this screen
Login is your email address
Password assigned by P&W
Check off this box that you
understand the T&C’s of the
portal
If you forgot your password
To change your password
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Landing page will be either “Home” or the “Home-Supplier” community
Once you have entered your login credentials, you will be brought to either
one of these two pages: the “Home” page or the “Home - Supplier” page,
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Getting to the Home Supplier community
If you do not automatically land on the “Home-Supplier” page, then just
look for the “Home -Supplier” option in the drop down menu from the
“Communities” tab OR click on the “+” in the community area of the easy
navigator gadget and look for the “Home - Supplier” community
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Navigating from the the “Home – Supplier” community
Once you are on the “Home-Supplier”
community home page, you can
navigate to the SRM Community page,
by clicking on the “SRM” link.
The SRM community page
will look something like
this. Information
regarding the system will
be posted here, so make
sure you look around
before you enter SRM
SUS application.
You can launch into
SRM by clicking on
this link above
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
How to Access the SRM instructions and training material
The PowerPoint file for SRM Vendor training is be available on the
“Online Services” portal, in this gadget below.
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
How to open up the SRM instruction materials and how to save them
To open up an SRM Vendor Training file, left click on the file/link. A
separate viewer window may open up, which may take a minute
or so, be patient. You can only view the file using this method.
If you want to save a file to your computer so you can view it or print
it out then follow these instructions.
•
Right-click on that link and chose "Save Target As" which will open up
another dialog box an that will allow you to save the file to your
computer. From there you can print it, and read it, etc...
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
Current Users of Online Services, how to register for SRM…
If you need to get access to SRM (or any new resources) go to any “Online
Service Universal Registration” gadget (the Home community and the
Home-Supplier Community are shown below) and click “Request New
Resources” and follow steps 7 thru 11 in the 4th slide.
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
For help or more information about the
SRM application on P&W’s Online
Services Portal, please contact the P&W
SRM team at:
[email protected]
Issue Date: August 2013; © United Technologies Corporation (2013) This document does not contain technical data subject to the EAR or ITAR.
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