iSupplier Portal Supplier Training Webinar
Occidental Petroleum Corporation ■ iSupplier Supplier Training Webinar ■ 2014
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Welcome to the iSupplier Portal Supplier Training
Webinar
• Overview
– Purchasing Document Types (GBPA/SPO)
– Purchasing Document Line Types
– Price Breaks
• Portal Functionalities
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–
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–
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How to access the iSupplier Portal (Webpage/Email Notifications)
How to view and accept purchasing documents (GBPA/SPO)
How to create/submit supplier charges (Invoices/Field Tickets)
How to create/submit credit memos
How to view invoices and payments
• Support
– Supplier Webpage
– Supplier Help Desk
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Overview – Purchasing Document Types
• Overview
– Purchasing Document Types (GBPA/SPO)
– Purchasing Document Line Types
– Price Breaks
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Overview – Purchasing Document Types
• Global Blanket Purchase Agreement (GBPA)
• Standard Purchase Order (SPO)
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Global Blanket Purchase Agreement (GBPA)
– Used to execute Statement of Commercial Terms of Master
Agreements or stand alone contracts
– Allow better managing of supplier price books
– Oxy can create Standard Purchase Orders (SPO) against the
GBPAs to request materials or services.
• Supplier can then electronically submit matched to SPO invoices for
those materials and services
– If enabled, Supplier can also submit supplier charges against valid
GBPAs to invoice materials and services requested by Oxy
representatives
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Standard Purchase Agreement (SPO)
– Used as a stand alone agreement for one-time purchases of
materials or services when the description of the goods/services,
pricing, quantities and delivery schedule are known.
– Used to order against Global Blanket or Contract Purchasing
Agreement. SPO lines may reference to the applicable GBPA or
GCPA.
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Process Overview – Purchasing Document
Negotiate
Pricing
Purchasing
Document
Created
(GCPA/GBPA/SPO)
Supplier
Receives
Notification
(Via E-mail
and iSupplier Portal)
Purchasing
Document
SPO?
Yes
Acknowledgement
Required
No
Agreement
Active
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Overview – PO Line Types
• Goods – Material item description, UOM/Rate are
populated in price book.
• Services – Service item description, UOM/Rate are
populated in price book.
• Amount Based Services – Services items, total amount is
known (lump sum), quantity field is used as the “amount
field”. UOM is the currency and the rate is $1
• Price on Demand – Unplanned services/material/other
charges that are not specifically defined in the supplier’s
price book
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Overview – PO Lines Types (continued)
• 3rd Party – Services/Materials provided by a 3rd
party(subcontractor). Not specifically defined in the price
book
• Reimbursable – Expenses to be reimbursed based on an
expense report. Not specifically defined in the price book
• Sales Tax – Sales tax
• Tax Other – Taxes that are not sales tax i.e. well
servicing tax
• Freight – Transportation costs charged separately from
material/services cost
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Overview – Price Breaks
• Price Breaks: Some PO Line items will contain Price
Breaks. Price breaks occur whenever the GBPA contains
complex pricing for the supplier charges submitted
– Price breaks can be a Service, Goods or Price on Demand PO
Line type
– The price is determined by either the quantity and/or the service
date range
– Price breaks are indicated by the missing rate in the rate field of
the supplier’s pricebook
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iSupplier Portal Supplier Training Webinar
• Functionality:
– How to access the iSupplier Portal (Webpage/Email
Notifications)
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How to access the iSupplier Portal (Email
notifications/ Webpage)
• Supplier can access the iSupplier Portal via:
– Webpage
– Email Notifications
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How to access the iSupplier Portal via the webpage
• Suppliers can access the iSupplier Supplier Webpage by going to
www.oxy.com, or
• To directly access the iSupplier Portal Login Screen, enter the
following link in the address bar:
http://oxysupplier.oxy.com/OA_HTML/AppsLocalLogin.jsp
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How to access the iSupplier Portal via the webpage
(continued)
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How to access the iSupplier Portal via the
webpage (continued)
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How to access the iSupplier Portal via the email
notification.
• An email Notification will inform the Supplier that they can
review the Purchasing Document or may require that they
electronically accept or reject the Purchasing Document
within the portal
– Action Required
– No Action Required
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How to access the iSupplier Portal via the email
notification.
• For GBPAs a Review notification is sent the Supplier
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How to access the iSupplier Portal via the email
notification (continued)
• For SPOs, suppliers must accept the purchasing
document and will receive an email notification to take
action
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iSupplier Portal Supplier Training Webinar
• Functionality:
– How to view and accept purchasing documents
(GBPA/SPO)
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iSupplier Portal Supplier Training Webinar
• Functionality:
– How to create/submit supplier charges (Invoices/Field
Tickets)
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How to Create Supplier Charges
• To create Supplier Charges, suppliers will use
– Invoicing information provided by the Oxy Representative
(Agreement Number, Business Unit, Project Number, etc.)
• Who requested or supervised the delivering of services and/or
materials
– Materials and services receipt information detailing items and
quantities to be invoiced (Attachment Required for Invoices Only)
– Supplier invoice and/or field ticket number as applicable
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How to Create Supplier Charges
• Supplier charges:
– Contains PO Line types from supplier price book
• Supplier Charges Types: Field Ticket and Invoices
– Field Tickets:
• Submit if your field ticket is going to become the invoice, by confirming
the field ticket Oxy is approving the invoice
• No additional support documentation is initially required
• Can be submitted up to 14 days from delivering the services/materials
– Invoices:
• Submit if company internally generates invoices from field info
• Field info signed by an Oxy Rep must be attached as support
• Supplier Charges Statuses
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Process Overview – Supplier Charges (Applies to
Executed Valid Contract that are already in place)
Supplier performs
work at site
Notification sent
to Supplier
Of Supplier Charges
Confirmed
Supplier Creates and
Submits Supplier
Charges (Field Ticket
or Invoice)
Link to GBPA Pricing
Supplier Charges
STATUS
Rejected
Supplier Charges
STATUS
Confirmed
Notification sent
to Supplier
Of Supplier Charges
Rejection
Purchase Requisition
Automatically Created
Purchase Order
Automatically Created
(linked to the GBPA)
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Oxy Confirms or
Rejects the Supplier
Charges
Invoice Match
Supplier Corrects and
Re-submits the
Supplier Charges
iSupplier Portal Supplier Training Webinar
• Functionality:
– How to create/submit credit memos
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How to Create a Credit Memo
• Reasons to submit a credit memo
– Overpayment
– Billing Errors
– Unused Material
• Key points –
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–
–
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–
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All required fields must be completed (denoted with *)
Not related to any contract or GBPA
Can be submitted at any time
Once submitted, cannot be modified
Attachments are optional
iSupplier Portal Supplier Training Webinar
• Funtionality:
– How to view invoices and payments
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How to View Invoices and Payments
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View Invoices
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View Payments
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View Payments
Payment Details:
PO Number Details:
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Conclusion
• How to Access the iSupplier Portal
• How to View and Accept Purchasing Documents
• How to Create and Submit Supplier charges
(Invoices/Field Tickets)
• How to Create and Submit Credit Memos
• How to View Invoices and Payments
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Additional Support
• Support
– Supplier Webpage
– Supplier Help Desk
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Support
• Supplier Webpage – www.oxy.com (Direct link http://isuppliersupport.oxy.com)
• iSupplier Portal access
• iSupplier Portal User Guides
– i.e. How to Submit Supplier Charges
• Access to Supplier Help Desk - USA
– Able to submit a web-form help ticket (Available 24 hours a day to receive requests)
– Email the HelpDesk at AP_USA_SupplierHelpDesk@oxy.com
• Frequently Asked Questions (FAQ’s)
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Supplier User Guides
Transactions
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Supplier Key Action
User Guide Links at the Supplier
Webpage
Purchasing Document
View Purchasing Documents (Purchase
Orders, Services Orders, Contracts,
Master Services Agreements, etc.); and
their price; electronically accept a
Purchasing Documents.
http://oxy.com/OurBusinesses/OilAndGas/
DBWU/Documents/iSupplier%20User%20
Guide%20%20View%20or%20Accept%20Purchasin
g%20Documents%20V3.pdf
Invoices and Payments
View/submit Supplier Charges/Field Ticket
Invoices against Agreements.
Electronically
http://oxy.com/OurBusinesses/OilAndGas/
DBWU/Documents/View_and_Create_Sup
plier_Charges_Invoices.pdf
View Invoices and Payments.
http://oxy.com/OurBusinesses/OilAndGas/
DBWU/Documents/User%20Guide%20%20View%20Invoices%20and%20Payme
nts.pdf
Electronically submit invoices against
Standard Purchase Orders.
http://oxy.com/OurBusinesses/OilAndGas/
DBWU/Documents/User%20Guide%20%20Create%20Invoices.pdf
Electronically submit credit memos.
http://oxy.com/OurBusinesses/OilAndGas/
DBWU/Documents/User%20Guide%20%20Create%20and%20View%20Credit%2
0Memos.pdf
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