RBC iSupplier –
Supplier Guide
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RBC iSupplier – Supplier Guide
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RBC iSupplier – Supplier Guide
Table of Contents
Objectives ..................................................................................................... 4
Accessing RBC iSupplier Portal................................................................... 5
iSupplier Home Page .................................................................................... 6
Orders Page – Purchase Orders .................................................................... 9
Orders Page - Agreements ............................................................................ 13
Orders Page – Purchase History ................................................................... 15
Shipments Page - Receipts ........................................................................... 17
Shipments Page - Returns ............................................................................. 18
Shipments Page - Overdue Receipts ............................................................. 19
Shipments Page – On-Time Performance..................................................... 21
Shipments Page - Quality ............................................................................. 22
Account Page – Create Invoices ................................................................... 23
Account Page – View Invoices ..................................................................... 32
Account Page – View Payments ................................................................... 35
iSupplier User Preferences ........................................................................... 37
Summary....................................................................................................... 39
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RBC iSupplier – Supplier Guide
Objectives
After completing this guide, you should understand the basic functions of
RBC iSupplier including:

Accessing the iSupplier portal and utilizing page functions.

Utilizing Home Page for information access and navigation.

Using Orders Page for reviewing purchase order details.

Using Shipments Page for status inquiries on RBC shipments and
returns.

Utilizing Account Page for creation of invoices and review of
invoice and payment information.

Managing User Preferences.
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Accessing RBC iSupplier Portal
Supplier Login
RBC Suppliers using the RBC iSupplier portal are issued login ID’s and
passwords. ID’s will be sent to supplier contact’s designated email
address.
1.
Enter the following URL in your web browser:
http://popper.rbcmtg.com:8070/OA_HTML/AppsLocalLogin.jsp
2. The Login window will appear as shown below. (example only)
Login Window
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3. Enter the following username:
genericemail@generic.com
4. the following password:
password
5. Click on <Login> button.
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iSupplier Home Page
The iSupplier Home Page is the central repository for all supplier-related
data and functions.
Home Page Features
Global button links at top right of screen display on Home Page and all portal
pages:
Home - Returns you to the main portal page
Logout – Exit iSupplier
Preferences - Displays the Preferences page.
Help - Accesses the help index page.
Using iSupplier Tabs
Tabs enable easy navigation throughout the portal pages. The Home tab is the
default tab at sign-on. View RBC data and functions pertaining to Orders ,
Shipments, and Account by clicking on these tabs.
Search utilizing the search window on the Home Page and other pages.
Find information quickly about Purchase Orders, Shipments, Invoices
and Payments.
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iSupplier Home Page
View Windows
Use view windows on the iSupplier Home Page to drill down on recent
data and information related to Orders, Shipments, Receipts, and
Payments. Use the Quick-Links at right of screen to link directly to
desired functions.
Notifications
Notifications are messages waiting for your review. Some notifications are
view-only, while other notifications require action. To view your
notifications, click the linked subject to open the Notification Details
page.
Orders At A Glance
This section displays the five most recent purchase orders issued by RBC.
PO Summary information is shown in this screen.
Click on the PO Number link to drill down to order detail from this
window.
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iSupplier Home Page
Purchase Order Detail
Drill down from the Orders-At-A-Glance window to view link to purchase
order. Note the Orders tab is automatically designated – use this
window to view the details of the purchase order.
Click on the Home tab to return to the iSupplier Home Page.
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Orders Page – Purchase Orders
Clicking on the <Orders> tab brings you to the Orders Page. Use this page
to access all RBC purchase order data.
1.
Note the automatic retrieval of the most recent 25 purchase
orders, shown in summary form on the screen (partial list shown).
2.
Click on the <Export> button to (optionally) export into Excel
format for printing and review if needed.
3.
Click to Open file, or Save to drive.
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Orders Page – Purchase Orders
4.
Review spreadsheet information as needed. Return to iSupplier
Orders page by minimizing window.
Search Options
5.
Open Drop-Down window to select from other pre-defined views
of purchase order data. Select “All Purchase Orders” from list
and click on <Go> button.
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Orders Page – Purchase Orders
Purchase Order Search Results
6.
Note the summary information provided for each purchase order.
7.
Click on PO Number link to access purchase order information.
Purchase Order Information
8.
Review purchase order detail on this screen – optionally, use the
<View Change History> button to drill to po change history from
this point on screen, or use <Related Information> links for
receipts, invoices, and payments as applicable.
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Orders Page – Purchase Orders
PO Details
9.
Scroll down screen to review detail po information shown, use
Details link to access and show shipment detail information.
10. Review additional shipment detail information – note link to
Ship-to-Location for further drilldown if needed.
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Orders Page - Agreements
RBC Purchase Agreements
1.
Use the Agreements region on the Orders page to access
Agreement information. Enter Agreement (PO) number.
2.
Click <Go> to retrieve record.
3.
Note the summary information related to Agreement listed. To
view detail, click on Agreement (PO Number) link.
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Orders Page – Agreements
Agreement and Release Details
4.
Note detail information related to Agreement.
5.
Note Releases listing for agreement. Optionally, drill down to
release PO information through PO Number (Release) link.
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Orders Page – Purchase History
Purchase Order Revisions
Use this screen to view all revisions for purchase orders.
1.
Enter PO Number and Click <Go> to execute query.
2.
Note summary information for PO retrieved. Links are available
to PO, Buyer, and Ship-To Information.
3.
Click on <Show all PO Changes> to review all revisions to
purchase order.
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Orders Page – Purchase History
PO Comparison Results
4.
Use this window to view all PO revisions by Revision Number
and lines. Note detail on fields altered, including From / To
values.
5.
Optionally, use buttons to compare revisions to Original PO or
Previous PO if more than one revision PO exists.
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Shipments Page – Receipts
Utilize the iSupplier Shipments Page to access all RBC shipment
information.
Receipt Transactions
1.
Use the search criteria, or click on <Go> button to execute full
query.
2.
Note receipt information retrieved, shown in summary form.
Links are available for drilldown to PO Number and Receipt
Number.
3.
Click on Receipt Number link to view additional receipt
information.
4.
View receipt information as shown above.
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Shipments Page – Returns
To investigate RBC returns, use the Returns Summary window for query
and analysis of return transactions.
The window enables you to view return history, cause for returns, and
includes additional basic information concerning the transaction.
1.
Note the additional criteria utilized for searching on return
transactions. To see all return transactions, click on the <Go>
button .
2.
Return transaction data (if exists) will be displayed in summary
form, as shown on screen above. Note return information
displayed, including RMA Number, return quantity and date, and
return reason. Receipt Number and PO links are available for
drilldown.
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Shipments Page – Overdue Receipts
Use the Overdue Receipts window for queries on items shipped but not
received by RBC.
1.
Note the standard fields for query.
2.
Use the <Advance Search> function to enter additional /
different criteria.
3.
Use Due Date field to query all overdue after (shown) a specific
date.
4.
Click <Go> button to execute query.
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Shipments Page – Overdue Receipts
Query Results for Overdue Receipts
5.
Review the information related to shipment and due date, and
other data. Drill down via link to PO or Ship-To or Buyer detail
if desired.
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Shipments Page – On-Time Performance
The On-Time Performance window provides the delivery status of timely
shipments you have made against purchase orders. View performance data
for timeliness of deliveries.
1.
Note the multiple criteria for basic search – use the criteria to
narrow the search if applicable.
2.
Click <Go> button to execute search.
Performance Information
3.
View summary information, including Due Date and Receipt
Date for each transaction. Drill down via PO link as needed.
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Shipments Page – Quality
Quality transactions relate to those items inspected prior to purchase by
RBC.
Your organization may / may not be required to include inspection at
delivery prior to payment. Use this window for inspection delivery and
status queries where applicable.
Quality Shipments
1.
Enter search criteria in fields shown above, or no specific criteria.
2.
Click the <Go> button to execute search.
3.
Review any quality transactions listed. Note information fields,
including Quality Plans coding. Drilldown is available via PO
Number link to purchase order detail for applicable purchase
orders.
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Account Page – Create Invoices
The Account Page contains functions related to invoice creation and
invoice and payment inquiry.
Utilize the Account Page in RBC iSupplier to create Invoice transactions.
Standard Invoice Transaction
1.
Click on the <Create Standard Invoice> button to activate
transaction entry window.
2.
Query Purchase Order(s) for invoice matching, using selection
criteria. Enter Supplier Name at a minimum.
3.
Click <Go> button to execute query.
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Account Page – Create Invoices
Match to Purchase Order
4.
Select Purchase Order for matching.
5.
Click <Add Items to Invoice List>button to add purchase order.
6.
Scroll to bottom of screen and review information for Purchase
Order (s) added.
7.
Click <Next> button to advance to next step.
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Account Page – Create Invoices
Invoice Lines
8.
Review PO and complete entry in Quantity to Invoice field.
9.
Add applicable Freight, Tax, and Miscellaneous line entries.
Note: If Tax Flag is checked, Supplier is required to enter tax
amount on invoice.
10.
Click <Calculate> for preliminary calculation / validation.
11. Verify invoice totals, click <Next> button for next invoice action.
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Account Page – Create Invoices
General Invoice Information
12. Enter Invoice Number and Description. Invoice Date will default
(Note: No back-dating of invoice is allowed).
13. Review Invoice information and click on <Finish> button to
complete and submit transaction.
Note: Clicking on <Finish> saves and submits the invoice transaction
for RBC processing. Click on <Save> button to save transaction
without submitting, in cases of partial completion or for invoices
needing subsequent updating prior to submission.
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Account Page – Create Invoices
RBC Invoice Confirmation
14. Review Confirmation message to confirm Invoice Number and
submission date.
Note: RBC will process supplier invoice submissions at the end of
each business day, and submitted invoices will generally be available
for status queries the following business day.
15. Click on <Printable Page> for formatted printing of invoice if
needed.
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Account Page – Create Invoices
Credit Memo Invoice Transaction
1.
Use the Account Page and click on the <Create Credit Memo
Invoice > to activate transaction window.
2.
Use the Search window to enter Supplier and PO Number
information. Click <Go> button to execute search.
3.
Select PO for Credit Memo matching, and click <Next> button.
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Account Page – Create Invoices
Credit Memo Lines
4. Review purchase order information, complete entry in Quantity to
Invoice field. Enter as a negative quantity.
5. Enter additional negative quantities for applicable Tax, Freight, or
Miscellaneous lines.
6. Click <Calculate> button to calculate / verify credit memo totals.
7. Click <Next> to process lines and advance to next transaction
step.
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Account Page – Create Invoices
General Information
8. Enter Credit Memo Number and Description. Date will default.
(Note: No back-dating of credit invoice is allowed).
9. Review information, click <Finish> button to complete and
submit transaction.
Credit Memo Confirmation
10. Review confirmation message for Credit Memo. Print transaction
record if needed.
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Account Page – Create Invoices
Viewing Unsubmitted Invoices
Utilize the Invoice Search window on the Create Invoices page to search
for saved, unsubmitted invoices.
1.
Note the search options – Invoice Number is the default option.
Choose Invoice Date from the drop-down LOV, enter date and
click <Go> button to execute query.
2.
Note the invoices and credit memos retrieved, based on the date
query.
3.
Use the Update function to open the invoice and make the
updates needed.
4.
Optionally, delete saved but unsubmitted invoice by using the
Delete function .
Note: When completing updates to saved invoices, use the <Finish>
button to submit the invoice for RBC processing.
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Account Page – View Invoices
Use the View Invoices search screen to find invoice information for
processed RBC invoices.
Invoice Search
1.
Enter search criteria using listed fields above. Optionally, use
Advanced Search button for additional query fields.
2.
Click <Go> button to execute search.
Invoice Summary
3.
Review summary invoice information. Note Status column for
invoices On Hold. Note Payment Number column for paid
invoice information.
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Account Page – View Invoices
Invoice Hold Information
4.
To review invoice with Status of “On Hold” click on the <On
Hold> link to drill down to hold detail information.
5.
Review Hold Reason(s) for invoice.
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Account Page – View Invoices
Invoice Payment Information
6.
Review invoice payment information by clicking on <Check>
link.
7.
Review payment information – note Invoice Number crossreference link at bottom of screen.
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Account Page – View Payments
Use the View Payments Window to view payment information related to
RBC invoices.
1.
Review the Search criteria to use for payment queries.
2.
Click on <Advanced Search > to search by Invoice Number.
Query by Invoice Number
3.
Enter Invoice Number as shown above.
4.
Click on <Go> button to execute search.
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Account Page – View Payments
Query Results and Payment Detail
5.
Review results of query - summary payment information. Click
on Payment link to access payment detail information.
6.
Review payment information – note Invoice Number crossreference at bottom of screen.
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iSupplier User Preferences
Setting Up User Preferences
Change your user settings or preferences at any time by using the
Preferences link on the Home Page of RBC iSupplier.
1.
Click on the Preferences link to access the user preference
information.
Preferences Page
Change the following preferences from this page as needed:
General and Regional–select your language, territory, time zone, date and
number formatting, client character encoding (character set used in your
page display), and accessibility features (such as screen reader use).
Notification -Select how you want to receive your notifications (for
example, in HTML or plain text e-mail).
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Summary
The RBC iSupplier guide for Suppliers covered the following topics:

Accessing the iSupplier portal and utilizing page functions.

Utilizing Home Page for information access and navigation.

Using Orders Page for reviewing purchase order details.

Using Shipments Page for status inquiries on RBC shipments and
returns.

Utilizing Account Page for creation of invoices and review of
invoice and payment information.

Managing User Preferences.
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