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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How to access the iSupplier Portal (Webpage/Email Notifications)
How to view and accept purchasing documents (GBPA/SPO)
How to create/submit SPO matched invoices
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 SPO matched invoices
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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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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 SPO Matched Invoices
• 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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