getservices services training for suppliers direct orders
TRANSCRIPT
GEtServices Services Training For Suppliers Direct Orders
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Overall GEtServices Process
Accept Order (Draft)
Check Out Order for Approval
Approve
Receipts
Submit Receipts
Create Order (Draft)
Active
Order
Oracle iProcurement
Approval
Auto
Approved
Invoices
For PaymentOracle
iProcurement
Punch-Out
Oracle
GEtServices
Requester
Supplier
Requester
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Table of Contents1. Adding Consultants2. Review and Accept Draft Order3. Submit Receipts4. Audit Trail and Conferencing5. Add Supplier User (Admin Only)6. Modify Supplier User (Admin Only)7. Consolidate Email Notifications
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http://getservices.gesupplier.com
Login to GEtServices
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Accept Draft Order
Submit Receipt2
1
Supplier Services Tasks: Step 1
Submit Receipts for completed services
Review Draft Order, modify and return to GE or Accept
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What is a Direct Order?
Order Items
Services
Upon Delivery
Fixed Date
Recurring Payment
Content
SOW
File Attachments
Details
Order Name
Description
Start and End Dates
Supplier
File Attachments
General
A Direct Order is sent by a GE user to a single supplier for their review and acceptance.
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Adding Consultants
* A consultant needs to be added to the order if he/she has been issued a SSO ID and GE badge
* If a supplier does not need to add a consultant, please proceed to slide 16
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Adding Consultants
Access “Submitted Draft Order” from Message Center
or select “Order” from top menu and then ”Order
Name”
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Adding Consultants
Click “Order Items”
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Adding Consultants
Click “Contingent
Staff”
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Adding Consultants
Click “Add Ad Hoc Candidate”
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Adding Consultants
Click “Next”
Enter Required Information
To track consultants, the supplier user must
select “Consultant” in the “Candidate
Type Information”
section
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Adding Consultants
Enter Required Information
Click “Next”
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Adding Consultants
Review and click “Finish”
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Adding Consultants
Information updated.
Repeat process to add
additional consultants
Consultant can be deleted from
the order by clicking
“Remove”
“Send to Buyer for Review”
Review items and make
changes where necessary
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Review and Accept Draft Order
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Review and Accept Draft Order
Access “Submitted Draft Order” from Message Center
or select “Order” from top menu and then ”Order
Name”
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Review and Accept Draft Order
Review items and make
changes where necessary
Click “Accept Draft Order”
NOTE: Order can be
forwarded to a different
registered contact
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Review and Accept Draft Order
Click “OK”
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Review and Accept Draft Order
Status updates to “Supplier
Accepted Draft”
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Accept Draft Order
Submit Receipt2
1
Supplier Services Tasks: Step 2
Submit Receipts for completed services
Review Draft Order, modify and return to GE or Accept
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Access “Active Order” from Message
Center or select “Orders” from top
menu and then “Order Name”
Submit Receipts
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Click “Receipts”
Submit Receipts
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Click “Enter
Receipts”
Submit Receipts
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Submit Receipts
Select the order line item that you wish to submit a receipt for
Click “Enter Receipt Details”
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Submit Receipts
Enter Required Information
Click “Save”
It is the supplier's responsibility to ensure that the appropriate detailed comments and necessary attachments (i.e. scanned documents, images, Word documents, etc.) are
provided to fully support the receipt being approved.If the documentation is not sufficient, the GE Approver will
decline the receipt.
When entering the receipt amount, DO
NOT include tax
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Submit Receipts
Repeat the process and add as many receipts as
needed
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Submit Receipts
Review and click “Submit
for Approval”
Receipts will stay in “Draft”
status until submitted
for approval
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Receipts Submitted
Note: Receipt status updates
to “Pending Approval”
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Audit Trail View changes / actions performed on the order.
Conferencing Centralized messaging forum for team members and/or suppliers.
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Audit Trail
A user can click “Audit Trail” to see changes /
actions performed on the order
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Conferencing
A user can click “Conferencing” to
centralize a messaging forum
with team members and/or
suppliers for all to view
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Add Supplier User
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Add Supplier User
Access “User Management”’
from System Set Up
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Add Supplier User
Click “Create Supplier User”
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Add Supplier User
Enter Required Information
Click “Save”
Note: Administrative Permission gives users
access to “User Management” and
“Candidate Management”
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Supplier User Added
Note: Locations assigned will
determine access to Requests and
Orders
Click “Edit”
to modify
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Modify Supplier UserChange Primary Contact
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Modify Supplier User
Access “User Management”’
from System Set Up
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Modify Supplier User
Click “Employee
Name”
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Modify Supplier User
Click “Edit”
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Modify Supplier User
Click “Save”
Place a check in the “Primary Contact” box to make this user the
Primary Contact
Note: Administrative Permission gives
users access to “User Management” and
“Candidate Management”
Modify information as needed
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Consolidate Email Notifications
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Consolidate Email Notifications
Access “User Profile”’ from
System Set Up
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Consolidate Email Notifications
Click “Edit”
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Consolidate Email Notifications
Click “Consolidated
”
Enter Required Information\
Click “Save”
Email Notifications are only to be set to “ON” or “CONSOLIDATED”.
Do not select “OFF”.
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Consolidate Email Notifications
Information Updated