AT&T Enterprise Purchasing SUS How to Guide Version 1.00 – April 2008 Releases: SRM 2007 SP03 SUS ECC 6.0 1 of 63 © Copyright 2006 SAP AG. All rights reserved. No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, and Informix are trademarks or registered trademarks of IBM Corporation in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. MaxDB is a trademark of MySQL AB, Sweden. Contained in this document serves informational purposes only. National product specifications may vary. These materials are subject to change without notice. These materials are provided by SAP AG and its affiliated companies ("SAP Group") for informational purposes only, without representation or warranty of any kind, and SAP Group shall not be liable for errors or omissions with respect to the materials. The only warranties for SAP Group products and services are those that are set forth in the express warranty statements accompanying such products and services, if any. Nothing herein should be construed as constituting an additional warranty. These materials are provided “as is” without a warranty of any kind, either express or implied, including but not limited to, the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. SAP shall not be liable for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these materials. SAP does not warrant the accuracy or completeness of the information, text, graphics, links or other items contained within these materials. SAP has no control over the information that you may access through the use of hot links contained in these materials and does not endorse your use of third party web pages nor provide any warranty whatsoever relating to third party web pages. SAP NetWeaver “How-to” Guides are intended to simplify the product implementation. While specific product features and procedures typically are explained in a practical business context, it is not implied that those features and procedures are the only approach in solving a specific business problem using SAP NetWeaver. Should you wish to receive additional information, clarification or support, please refer to SAP Consulting. Any software coding and/or code lines / strings (“Code”) included in this documentation are only examples and are not intended to be used in a productive system environment. The Code is only intended better explain and visualize the 2 of 63 SAP, R/3, mySAP, mySAP.com, xApps, xApp, and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data syntax and phrasing rules of certain coding. SAP does not warrant the correctness and completeness of the Code given herein, and SAP shall not be liable for errors or damages caused by the usage of the Code, except if such damages were caused by SAP intentionally or grossly negligent. Table of Contents 3 of 63 1 Purpose of this Document ................................................................. 7 2 Process Overview ................................................................................ 8 3 Vendor Process .................................................................................... 9 3.1 Log on .................................................................................................................... 9 4 Creating Purchase Order Response ............................................. 11 4.1 Purchase Order Identificaton .............................................................................. 11 4.1.1 Purchase Order Selection ......................................................................... 12 4.2 Process Purchase Order Response...................................................................... 13 4.2.1 Basic Data ..................................................................................................... 13 4.2.2 Item Overview ............................................................................................... 14 4.2.3 Item Details ................................................................................................... 14 4.2.4 Basic Data in Item Detail Screen.................................................................. 15 4.2.5 Creating Schedule Lines ............................................................................... 15 4.2.6 Price Information (Item Detail Screen) ........................................................ 15 4.2.7 Messages (Item Detail Screen) ..................................................................... 16 4.2.8 Partner Information (Item Detail Screen) .................................................... 16 4.2.9 Contract Reference (Item Detail Screen) ...................................................... 16 4.2.10 Attachments (Item Detail Screen) .............................................................. 16 4.2.11 Messages (Header Level) .......................................................................... 17 4.2.12 Partner Information (Header Level) ......................................................... 17 4.2.13 Price Information (Header Level) ............................................................. 18 4.2.14 Attachment (Header Level) ........................................................................ 18 4.3 Posting the Purchase Order Response ................................................................ 18 5 Creating Confirmation ...................................................................... 20 5.1 Purchase Order Selection .................................................................................... 20 5.2 Confirmation Processing ..................................................................................... 21 5.2.1 Basic Data (Header Level) ........................................................................... 22 5.2.2 Item Overview (Header Level) ...................................................................... 23 5.2.3 Item Detail Screen......................................................................................... 23 5.2.4 Basic Data (Item Level) ................................................................................ 24 5.2.5 Price Information (Item Level) ..................................................................... 24 5.2.6 Messages (Item Level)................................................................................... 24 5.2.7 Partner Information (Item Level).................................................................. 25 5.2.8 Terms of Deliver (Item Level) ....................................................................... 25 5.2.9 Attachment (Item Level) ................................................................................ 25 5.2.10 Messages (Header Level) .......................................................................... 25 4 of 63 5.2.11 5.2.12 5.2.13 5.3 Partner Information (Header Level) ......................................................... 26 Price Information (Header Level) ............................................................. 26 Attachment (Header Level) ........................................................................ 26 Posting the Confirmation..................................................................................... 27 5.4 Posting a Partial Confirmation ........................................................................... 27 5.4.1 Processing Partial Confirmation .................................................................. 28 Process Confirmation Screen ..................................................................................... 28 5.5 Viewing and Processing Confirmation ................................................................ 30 5.5.1 Select Confirmation .................................................................................... 31 5.5.2 All Confirmation ........................................................................................... 31 5.5.3 In Process Confirmations ............................................................................. 32 5.5.4 Completion Reported .................................................................................... 33 5.5.5 Accepted By Customer. ................................................................................. 33 5.5.6 Rejected By Customer ................................................................................... 34 6 Creating Invoices ............................................................................... 35 6.1 Select Invoice ....................................................................................................... 35 6.2 Invoice With Reference to a Purchase Order ...................................................... 36 6.2.1 Process Invoice ............................................................................................. 37 6.2.2 Basic Data (Header Level) ........................................................................... 37 6.2.3 Products and Services (Header Level) ......................................................... 38 6.2.4 Item Details ................................................................................................... 38 6.2.5 Basic Data (Item Level) ................................................................................ 39 6.2.6 Price Information (Item Level) ..................................................................... 39 6.2.7 Messages (Item Level)................................................................................... 39 6.2.8 Partner Information (Item Level).................................................................. 39 6.2.9 Attachments (Item Level) .............................................................................. 40 6.2.10 Navigation Back to Header Screen ........................................................... 40 6.2.11 Messages (Header Level) .......................................................................... 40 6.2.12 Partner Information (Header Level) ......................................................... 40 6.2.13 Price Information (Header Level) ............................................................. 41 6.2.14 Terms of Payment (Header Level) ............................................................. 41 6.2.15 Attachments (Header Level) ...................................................................... 41 6.2.16 Posting a Invoice ....................................................................................... 42 6.3 Invoice With Reference to a Confirmation .......................................................... 43 6.3.1 Process Invoice ............................................................................................. 44 6.4 Partial Invoice ..................................................................................................... 45 6.4.1 Process Invoice ............................................................................................. 46 7 Administration..................................................................................... 48 7.1 Maintain Own Data ............................................................................................. 49 5 of 63 8 Extended Search Functionality. ..................................................... 50 9 Self Registration Process. ............................................................... 53 9.1 Admin ID.............................................................................................................. 53 9.1.1 SUS Login ..................................................................................................... 55 9.1.2 Create a user in the Role Service agent ........................................................ 55 10 Service Order Confirmation.......................................................... 60 10.1.1 10.1.2 10.1.3 Order Selection .......................................................................................... 60 Order Processing ....................................................................................... 61 Posting the Confirmation........................................................................... 63 6 of 63 1 Purpose of this Document Purpose of this document is to describe how to use the web-application Supplier Self Services (SUS) by Suppliers. It is targeted for individuals vendors who are exposed to SUS such as: SAP Purchasing SAP vendors This documents is user manual for suppliers to execute various Business transaction ex. Purchase order response, Confirmation, Invoice, Administration etc 7 of 63 2 Process Overview Supper Self Service is a solution that helps to connect Suppler electronically with their Customer and improves the exchange of business documents and shortening the time it takes to process the content of these documentsns. Using SUS, suppliers do not need their own systems to supply goods and services, but have direct Internet access to the purchaser's procurement system via a Web browser. By this means, they are able to rapidly react to order functions received from the host. In SUS system suppler can view Purchase Order which is received from customer SRM (EBP) system. For these Purchase order supplier can send a response by accepting or rejecting purchase order items and can send confirmation of goods or services on requested delivered date. Supplier Purchase order response and subsequent confirmation is updated in Customers SRM system for acceptance. Supplier can also send their invoices from SUS system for a Purchase order or confirmation to Customer SRM system. 8 of 63 3 Vendor Process The Supplier Self-service tool is based on the standard SRM-System 6.0 and has a BSP based data entry screen, Service Entry Sheet (SES). 3.1 Log on SUS can be accessed through the provided link: https://hpcoe2.wdf.sap.corp:8022/sap/bc/bsp/sap/srmsus/default.htm After logging on to the system the home page will be uploaded. Some of the key menu elements have been consolidated in the content area. 9 of 63 After the required operations have been completed the system should be left by clicking ‘Log Off’ at the top navigation bar. 10 of 63 4 Creating Purchase Order Response In a purchase order response, supplier can confirm or reject each individual item or all items in the purchase order. Supplier can also create or edit schedule lines for items. 4.1 Purchase Order Identification Purchase order response starts by identifying the appropriate Purchase Order (PO) for which response has to be created 1 2 Option – 1: Purchase orders could be selected according to the status from the menu Purchase Orders > New / Changed / In Process / Confirmed / All / Partly Confirmed. Option – 2: Purchase orders could be selected by clicking the appropriate link on the start page under All Purchase Orders PO overview screen 11 of 63 4.1.1 Purchase Order Selection Suppliers have the following options for selecting purchase orders: All purchase orders According to status With the extended search function, which in this case, also includes the purchase order number as search criterion Supplier can select purchase orders by means of status as follows: Status Meaning New This status is set automatically in SUS when a purchase order is received from the procurement system. In Process Supplier set this status to show that the purchase order is being processed. This status is not displayed in the purchaser's system. Confirmed This status is set automatically when supplier confirms all of the items in a purchase order. Partially Confirmed This status is set automatically when supplier confirms some, but not all, of the items in a purchase order. Rejected This status is set automatically when supplier rejects all of the items in a purchase order. Canceled by Customer This status is set automatically if the purchaser cancels a purchase order Note The status of a purchase order is shown in bold type if the customer has made changes to the purchase order and Suppliers have not opened it yet. In the side menu, you can choose the option Changed in the Purchase Orders section to show a list of all changed purchase orders. Suppliers can identify what follown documents are expected for a Purchase order under the Basic Data Section, Required Follow – on Documents, in the Process Purchase Order Screen Select the Purchase Order for which Purchase Order Response has to be posted by clicking the Document Number corresponding to the Purchase Order 12 of 63 4.2 Process Purchase Order Response Select “ ” Button from the Purchase Order Display Screen to Process the PO Response Basic Data a Item Overview Messages Partner Information InformationInfor mation Price Information 4.2.1 Basic Data Under Basic Data, supplier can assign their own Document Name to the purchase order Response.Other fields like Document Number, Document Date, and Purchase Order Number are defaulted. Basic Data gives the details of Required Follow-on Documents for the PO. Example: Purchase Order Response, Conformation, Invoice. Further, it also gives the Present Status of the Document. Enter the Supplier’s Reference in “Document Name” field 13 of 63 4.2.2 Item Overview Here suppliers can change the Quantity for responses in confirmed Quantity field which is initially defaulted with reference to the Purchase Order. In the Item Overview supplier can confirm or reject items individually by clicking the Icon or or confirm or reject all items by using “ ” or “ ” button. The item Overview section gives the overview of the items ordered. Supplier has the flexibility to confirm the items either in the Item overview screen or the Item detail screen Enter the Quantity in “Confirmed Quantity” field and select the appropriate confirmation Icon. On Double clicking the item No (Say No 1) supplier can enter the Item Detail Screen. 4.2.3 Item Details Item Detail Screen Basic Data a Delivery Times Price Information Messages Partner Information InformationInfor mation ContractAttachments Reference 14 of 63 4.2.4 Basic Data in Item Detail Screen Under Basic Data, supplier can enter the confirmed quantity. Confirmed Quantity is usually defaulted by the PO order quantity. Supplier can change the same and enter the desired value. In the confirmed for field, Date for the delivery of the item could be entered, Enter the Quantity and the Date for delivery 4.2.5 Creating Schedule Lines Enter Delivery Times (Item Detail Screen) Under Enter Delivery Times, Suppliers can enter the delivery dates for a new schedule line, as well as separate confirmed quantities for each delivery date if required. This could be done by clicking on the “ ” button and adding the Delivery date and Confirmed Quantity. Click on the icon to confirm the item in the Basic Data view 4.2.6 Price Information (Item Detail Screen) Under Price information Net Value ordered is displayed and the Net Value confirmed is usually defaulted with reference to Net Value Ordered. Net Value Confirmed could be changed by supplier if required. 15 of 63 4.2.7 Messages (Item Detail Screen) 2 1 Under Messages, supplier can enter messages to the purchaser and view 1 any message from purchaser. (This Message is Item Level Message and will not be displayed in the Header) Message from Purchaser: This could be viewed by clicking on the Message from purchaser link. Message to Purchaser: To Create a Message to Purchaser, Click on the link Message to Purchaser (1) and in the text box (2) displayed enter the required text and save the text by clicking the “ ” button Enter a Message to the Purchaser (Optional) 4.2.8 Partner Information (Item Detail Screen) Information regarding Sold – to – Party, Goods Recipient and Ship-ToAddress is displayed. The Information includes Telephone, Fax and E-mail details of the respective partner. 4.2.9 Contract Reference (Item Detail Screen) The referred contract in the PO is displayed in this section along with contract item Number. 4.2.10 Attachments (Item Detail Screen) Under Attachments, Supplier can attach a file for the purchaser to the purchase order. Attachment from Purchaser: Any Attachment from Purchaser could be viewed by clicking the link displayed. 16 of 63 Attachment for the purchaser Here Supplier can attach documents for the purchaser. To attach a document click on button “ ” and and click on the button “ ” for the file Above screen shows the Link to the attached document. Attach the required Documents (Optional) 4.2.11 Messages (Header Level) Under Messages, Supplier can enter messages to the purchaser and view any message from purchaser. Message from Purchaser: This could be viewed by clicking on the Message from purchaser link. Message to Purchaser: To Create a Message to the Purchaser, Click on the link Message to Purchaser and in the text box displayed enter the required text and save the text by clicking the “ ” Button Enter a Header Level Message to Purchaser (Optional) 4.2.12 Partner Information (Header Level) Information regarding Sold – to – Party, Goods Recipient and Ship-ToAddress is displayed. The Information includes Telephone, Fax and E-mail details of the respective partner 17 of 63 4.2.13 Price Information (Header Level) This view displays the Net Value of the Confirmed Items Net Value of All Items Net Value of unconfirmed Items 4.2.14 Attachment (Header Level) Under Attachments, Supplier can attach a file for the purchaser to the purchase order. Attachment from Purchaser: Any Attachment from Purchaser could be viewed by clicking the link displayed. Attachment to Purchaser: Here supplier can attach documents for the purchaser. To attach a document click on button “ ” and for the file and click on the button . These attachments are at header level Attach the required Documents (Optional) 4.3 Posting the Purchase Order Response 18 of 63 To Post the Response Click on “ ” Button on the top half of the Header Screen. A Message “Success your changes have been adopted” is displayed and the status will change from New to Confirmed Post the Purchase Order Response By Clicking the button 19 of 63 5 Creating Confirmation This function enables suppliers to create and edit confirmations in Supplier Self-Services (SUS), and send them to customers. Supplier can create confirmations for purchase orders with the statuses In Process, Changed, or Confirmed The document control settings in the purchase order determine whether or not supplier needs to create a confirmation for an item. The SUS system copies all of the items for which a purchaser expects a confirmation from the purchase order to the confirmation. 5.1 Purchase Order Selection 1 2 Option – 1: From the user menu choose Purchase Order > New/In process/Confirmed (Purchase Orders for which Responses have been posted will be available under the menu Purchase Order > Confirmed) Option – 2: Confirmations could also be processed by selecting the link “Create” under All confirmations in the start page. Select the Menu Purchase Order > New/In process/Confirmed 20 of 63 Purchase Order Overview Choose the Purchase Order from the Displayed List to view the confirmation Screen Select the Purchase Order by clicking the Document Number for the corresponding PO 5.2 Confirmation Processing Confirmation Screen 21 of 63 Click on Button to start processing the confirmation. On click of this button screen for processing confirmation is displayed. Process Confirmation Screen Basic Data a Item Overview Messages Partner Information Price Information Attachments 5.2.1 Basic Data (Header Level) In Basic Data supplier can enter Document Name (Supplier Reference) and can View the following Details 22 of 63 Confirmation Number Document Date Purchase Order Number Status of the Document Enter Document Name 5.2.2 Item Overview (Header Level) In the Item overview, supplier can enter confirmation Quantity for items. Quantity field is initially defaulted with reference to Purchase order data. Supplier can edit the confirmation quantity either in the Item overview screen or in the Item detail screen Supplier can choose to view Item details screen by choosing Item No and edit the relevant Item details data. Enter Confirmation Quantity. 5.2.3 Item Detail Screen Basic Data a Price Information Messages Partner Information Terms of Delivery Attachment 23 of 63 5.2.4 Basic Data (Item Level) Under Basic Data, supplier can change the Confirmation Quantity which is defaulted from the purchase order data. Supplier can check Ship to CLLI code and Final Destination CLLI Code here. Enter the Confirmation Quantity 5.2.5 Price Information (Item Level) Net Value of the Item is displayed in the Price information details at the item level. Supplier can change the Net Value if required. 5.2.6 Messages (Item Level) Under Messages, supplier can enter messages to the purchaser and view any message from purchaser. Message from Purchaser: This could be viewed by clicking on the Message from purchaser link. Message to Purchaser: To Create a Message to the Purchaser, Click on the link Message to Purchaser and in the text box displayed enter the required text and save the text by clicking the “ ” Button Enter a Message to the Purchaser (Optional) 24 of 63 5.2.7 Partner Information (Item Level) Information regarding Sold – to – Party, Goods Recipient and Ship-ToAddress is displayed. The Information includes Telephone, Fax and E-mail details of the respective partner 5.2.8 Terms of Deliver (Item Level) In the Terms of Delivery supplier can view the Incoterm. 5.2.9 Attachment (Item Level) Under Attachments, supplier can attach a file for the purchaser to the purchase order. Attachment from Purchaser: Any Attachment from Purchaser could be viewed by clicking the link displayed. Attachment to Purchaser: Here supplier can attach documents for the purchaser. To attach a document click on button “ ” and for the file and click on the button . Attach the required documents (Optional) 5.2.10 Messages (Header Level) 25 of 63 Under Messages, supplier can enter messages to the purchaser and view any message from purchaser. Message from Purchaser: This could be viewed by clicking on the Message from purchaser link. Message to Purchaser: To Create a Message to the Purchaser, Click on the link Message to Purchaser and in the text box displayed enter the required text and save the text by clicking the “ ” Button Enter a Header Level Message to Purchaser (Optional) 5.2.11 Partner Information (Header Level) Information regarding Sold – to – Party, Goods Recipient and Ship-ToAddress is displayed. The Information includes Telephone, Fax and E-mail details of the respective partner 5.2.12 Price Information (Header Level) Suppliers can view the Net value of the confirmed Items under price information. 5.2.13 Attachment (Header Level) Under Attachments, supplier can attach a file for the purchaser to the purchase order. Attachment from Purchaser: Any Attachment from Purchaser could be viewed by clicking the link displayed Attachment to Purchaser: Here supplier can attach documents for the purchaser. To attach a document click on button “ ” and for the file and click on the button . Attach the required documents (Optional) 26 of 63 5.3 Posting the Confirmation To post the confirmation click on the button at the top half of the Process Confirmation screen On Successful posting supplier will receive a Success message. Click the button to post the confirmation On Successful posting supplier will receive a success message and status of the confirmation is set to Completion Reported. 5.4 Posting a Partial Confirmation From list of Purchase Orders select the purchase order for which the confirmation has to be posted. Navigation to the above screen is same as explained in the section create confirmation. 27 of 63 To Create confirmation click on the button 5.4.1 Processing Partial Confirmation Process Confirmation Screen 28 of 63 In the Item overview enter the Quantity for confirmation. Quantity is initially defaulted as per the purchase order. In the above screen the defaulted value is 10 (copied from the purchase order) Enter the Quantity for confirmation and click on the button to update the Net Value. Net value in the Price information is updated. Click on the button to post the Partial Confirmation. A Success message is displayed for successful posting. From the Purchase Order Menu choose Confirmed and select the Purchase Order for which the Partial confirmation was posted. Navigation to this screen is same as explained in the section create confirmation. 29 of 63 On Clicking the button supplier can see the outstanding Quantity for which the confirmation is due, defaulted in the Quantity field. 5.5 Viewing and Processing Confirmation Start Page 30 of 63 5.5.1 Select Confirmation Suppliers have the following options for selecting confirmations: All confirmations According to status Extended Search Supplier to select confirmations according to status as follows: Status Meaning In Process This status is set automatically set when a confirmation is created. Completion Reported This status is set automatically after the service provider reports the completion of the service to the purchaser by selecting Confirm. Rejected by Customer This status is set automatically when the purchaser rejects a confirmation. Accepted by Customer /Approved This status is set automatically when the purchaser accepts a confirmation Canceled This Status is set automatically when the supplier / purchaser cancels a confirmation 5.5.2 All Confirmation Screen Showing Confirmation of All Statuses 31 of 63 5.5.3 In Process Confirmations Screen Showing the Confirmation in Status in process Confirmations which are in status In Process could be processed by this menu and confirmation could be completed. To process an “In Process” Confirmation Select the confirmation from the displayed list of confirmations and click on the button 32 of 63 To complete the confirmation follow the process explained in the section “Create Confirmation” 5.5.4 Completion Reported Screen Showing the Confirmation in Status Completion Reported 5.5.5 Accepted By Customer. Screen Showing the Confirmation in Status Accepted by Customer. 33 of 63 5.5.6 Rejected By Customer Screen Showing the Confirmation in Status Rejected by Customer. 34 of 63 6 Creating Invoices Invoice Processing This function enables suppliers to create and edit invoices in Supplier SelfServices (SUS), and send them to customers. Create Invoices Supplier can create invoices with references to purchase orders and confirmations. From the follow on document displayed in the Purchase order, supplier can determine whether or not he can create an invoice for an item 6.1 Select Invoice You can select invoices as follows: All invoices According to status You can select invoices by status as follows: Status Meaning In Process This status is set automatically when an invoice is created. This status remains as long as the invoice is not sent. Document Sent This status is set automatically when you choose Send. The invoice is sent to the purchaser. Accepted by Customer This status is set automatically if the purchaser accepts an invoice. Rejected by Customer This status is set automatically if the purchaser rejects an invoice. Payment Made You can set this status manually if the purchaser has initiated the payment. 35 of 63 6.2 Invoice With Reference to a Purchase Order To create an Invoice with reference to a PO select “Create Invoice” from the menu Invoices and Credit Memo and click on the link “For a Purchase Order form the Create invoice screen displayed. Select the link For a Purchase Order Select the appropriate Purchase Order and click on the button . Click the button 36 of 63 6.2.1 Process Invoice Process Invoice Screen Basic Data a Product and Services Messages Partner Information Price Information Terms of Payment Attachment 6.2.2 Basic Data (Header Level) Under Basic Data, suppliers can change the description of the document, as well as enter unplanned delivery costs. Basic data also displays the Invoice Number, Status, Document Date and External reference (PO Number) Enter the Description and Unplanned delivery costs 37 of 63 6.2.3 Products and Services (Header Level) Under products and Services supplier can enter the Quantity which is initially defaulted from the Purchase Order. Quantity could be entered either in the header screen or on the item detail screen. From the Dropdown for the Tax supplier can set Wheather the item is Tax Exempted or Taxable. Net Value is defaulted from the Purchase order, net value could be changed in the item detail screen Enter the Quantity and select the Tax 6.2.4 Item Details Item Detail Screen 38 of 63 6.2.5 Basic Data (Item Level) In Basic Data supplier can enter the Quantity and select the Tax from the drop down provided (Tax Exempt or Taxable) Enter the Quantity and select the Tax 6.2.6 Price Information (Item Level) Under Price Information, supplier can change the defaulted Net price 6.2.7 Messages (Item Level) Refer Create Purchase order or Create confirmation section for detailed information of this section Enter a Message to Purchaser (Optional) 6.2.8 Partner Information (Item Level) 39 of 63 Refer Create Purchase order or Create confirmation section for detailed information of this section 6.2.9 Attachments (Item Level) Refer Create Purchase order or Create confirmation section for detailed information of this section. Attach the required document (Optional) 6.2.10 Navigation Back to Header Screen To navigate back to the Header Data Screen Click on the link top half of the screen on the 6.2.11 Messages (Header Level) Refer Create Purchase order or Create confirmation section for detailed information of this section Enter a Message to Purchaser (Optional) 6.2.12 Partner Information (Header Level) 40 of 63 Refer Create Purchase order or Create confirmation section for detailed information of this section 6.2.13 Price Information (Header Level) In the Price information Tab Supplier will be able to view Net Value, Unplanned Deliver cost and Gross Price. Unplanned delivery cost is entered in the Basic data and is updated in the price information on clicking the button Screen shows the updated Unplanned Delivery Costs and the gross price. 6.2.14 Terms of Payment (Header Level) Suppliers can view the terms of payment from this section 6.2.15 Attachments (Header Level) 41 of 63 Refer Create Purchase order or Create confirmation section for detailed information of this section Attach the required document (Optional) 6.2.16 Posting a Invoice After entering all the required details Invoice could be posted by clicking the button at top half of the screen. Click the button to post the invoice Supplier will receive a success message after successful posting of the invoice. 42 of 63 6.3 Invoice With Reference to a Confirmation Start Page To create Invoice with reference to a Confirmation select “Create Invoice” from the menu Invoices and Credit Memo and click on the link “For a Confirmation form the Create invoice screen displayed. Select the link “For a Confirmation” Select the confirmation for which invoice has to be created and click on the button 43 of 63 6.3.1 Process Invoice Process Invoice Screen Further steps and process for creation of the invoice with reference to confirmation is same as that explained in the section Invoice with reference to Purchase Order 44 of 63 6.4 Partial Invoice Start Page From the Menu Invoice and Credit Memo choose create invoice and from the displayed create invoice screen select “For a Purchase Order” or “For a Confirmation” Select the link “For a Purchase Order” or “For a Confirmation” Select the PO for which Invoice has to be posted and click on the button 45 of 63 6.4.1 Process Invoice Process Invoice Screen On clicking the button Process invoice screen is displayed. Quantity of item for invoice is initially defaulted from the Purchase order / Confirmation reference and the net value and Gross Price calculated on the basis of the same Click on button 46 of 63 Enter the Partial Quantity for which invoice has to be posted in the Quantity field, enter Unplanned delivery cost if any and click on the button Update Price In the price information view Net Value, Unplanned Delivery Costs and the Gross Price are updated accordingly. To Post the invoice click on the button . Supplier receives a success message on successful posting of the invoice. Enter the Quantity and the unplanned delivery costs and click on button Click on the button to post the invoice 47 of 63 7 Administration Under administration menu Supplier can change his personal details such as General User Information, Contact Information and Settings. 48 of 63 7.1 Maintain Own Data To Maintain Own Data select Administration > Own Data and click on button following screen is displayed. General Information Contact Information Settings In this screen supplier can change his password, Language and other general information as displayed in the screen Supplier can maintain his contact information in contact information section Supplier can set his own Date format, Decimal format and Time zone from the section “Settings” Click the button to save the changes made. Click the button to cancel the changes made. 49 of 63 8 Extended Search Functionality. Using the extended search functionality in SUS, Suppliers can search for the documents and further process them as required Start Page From the start page select the link Find Document Search Screen From the displayed Document search screen different document types such as Purchase Orders, Confirmations, Invoices etc could be searched based on different search combinations. 50 of 63 Screen showing Different Documents types that could be searched using search functionality Select the Type of the document to be searched Select the Time Frame, based on the time frame selected Created After field is defaulted. (Either select the Time Frame or the Created After field) Select the Status of the Document. (Status displayed in the dropdown box depends on the Document type selected) 51 of 63 Search could also be restricted using the Partner Number. Screen shows the Combination of Status, Crated After and Partner Number. Click on the button to display the search result Screen showing the search result Cancellation: Response, Confirmation and Invoice Service Order confirmation 52 of 63 9 Self Registration Process. 9.1 Admin ID. Registered vendors will receive an email with the contact details with the self registration link and registration id. Using this Link vendor can create a vendor admin ID in SUS system With the admin id, vendor can log in to the SUS system and create users for different roles for his organization. Sample email as shown Link for self registration where supplier can maintain the admin user for his company. Using this link supplier can create an admin id for his company by giving the details as shown above. 53 of 63 Enter the User Details and click on the button User. (Fields indicated with a * are mandatory) to create an Admin An Admin Id for the Vendor is created. Using this ID Vendor can create users for his organizations with different roles like Service agent, Order Processor etc. 54 of 63 9.1.1 SUS Login Enter User Name and Password of the Admin User Created in the previous step and click on the button 9.1.2 Create a user in the Role Service agent To Create a user select Administration > Create Users 55 of 63 Create Users Screen Create User Screen has different sections like Data Privacy Statement, General User Information, Contact Information and Settings. Data Privacy Statement Accept the Privacy Statement by checking the Check box 56 of 63 General Information Under General Information section, enter the general user data like User Name, Password, First Name, Last Name, E-Mail Address, Country, and Language. Select the role from the list of the roles displayed for the user. In this case it should be SAP_EC_SUS_SERVICE_AGENT. Available Roles Contact Information Enter the contact information of the user 57 of 63 Settings Enter the Date format, Decimal format, Time Zone. After completing the entries click on the button Save. User in the role Service agent is created. Screen with User Details and the assigned roles are displayed 58 of 63 User created in the last steps could login to the SUS system by using his user name and Initial Password set by the Admin user. System will prompt for changing the initial password. Enter the initial Password and New Password and click the button to change the password and login to SUS. 59 of 63 10 Service Order Confirmation 10.1.1 Order Selection Login to SUS as a Service agent From the displayed start page select Purchase Order > New or Select the link “New” on the Start Page under All Purchase Orders 60 of 63 From the displayed list of Purchase orders select the Purchase order for which confirmation has to be posted 10.1.2 Order Processing To start processing the confirmation click the button . Process Confirmation Screen 61 of 63 From Process Confirmation Screen, under Item overview section click on the item number to enter the item detail screen. Item Detail Screen Under the section Service Performance Times click on the button Select the Date for service performed and fill in the Quantity field. Under start and End field enter the start and the end time. This field is only for information For adding further entries click on the button successively and make your entries After completing the entries navigate back to Process Confirmation screen by clicking on the link “process confirmation” (Top half of the screen) 62 of 63 10.1.3 Posting the Confirmation In the Process Confirmation Screen click on the button confirmation to post the A Message for the successful posting is displayed. Log off from the system 63 of 63