PeopleSoft Vendor User Manual
Contents
1. Menu to get started Addresses Contacts Pit hil ha The next few steps are for you to complete all company information Steps 3 4 6 7 This includes Entering your EIN Employer ID Number Entering your TIN Taxpayer ID Number Any addresses Important Contacts in your company apop All required information must be entered on the Supplier Information page prior to submission You have Data contained on this sheet is proprietary to 2 DISYS Vendor Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global the option to save your entered information and return later to submit your profile You will receive a prompt if any required field is blank identifying Information Click on the tab Scroll towards the bottom of page to the left Click on the triangle next to Additional ID Numbers to expand that section See Screen shot below 7 2 By S https vendor disys com 8043 psp FIN91 P X Vendor Information Favorites Main Menu gt Maintain Supplier Information gt Vendor Information oruv vIoTS venuyvl Nart I amacaa hena iniahon aaa Vendor ID 0000000894 Vendor Name 2 D Vendor Short Name TEST COMPA TEST COMPA 001 Withholding Classification Staffing Check for Duplicate Open For Ordering HCM Class VAT Registration Persistence Regular v Vendor Status New Attachment2. please complete the information Print sign scan and upload as an at tachment in PeopleSoft in the Attachment tab c Certificate of Insurance DISYS must be listed as additional insured Insurance Requirements are listed in Section 7 of the Subcontracting Agreement A Sample Certificate of Insurance is also shown in the DISYS Forms link d If you indicated on the Supplier Profile page that you re Company has a Supplier Diversity Certification Minority Owned Business Women Owned Business etc you must upload a copy of your certificate e If you are incorporated you must upload your Certificate of Incorporation Other applicable documents may be required It depends on your type of busi ness r Click on the Attachments tab and attach upload all of the required documents After the first document is uploaded click on the to add a line to upload each additional document then click save Before attaching the documents please make sure you click on the Disys Forms link to get to the acceptable form templates Please see examples below D ERA SYS Home Sign out Favorites Main Menu gt Maintain Supplier Information gt Vendor Information INewWindow Help Ef Customize Page ne http Summary Identifying Information Address Contacts Attachments Dys Vndr Insurance Attach Document SetiD DISYS Vendor ID 0000000917 Short Vendor Name TEST COMPA 002 Name test company vendor Customize Find View Anj P 2 Firs
3. IS ISYS Digital Intelligence Systems PeopleSoft Vendor User Manual Setup and Guide Version 9 1 Innovative e Experienced e Global mftormationslechnologyi onsultingdSeryices Oisys One World One Partner Innovative Experienced Global This manual will guide you through the DISYS PeopleSoft process Those processes include Vendor Setup Re Submission Invoice Matching and Voucher Review If you have any ques tions please contact your Consultant Liaison for assistance Section 1 Vendor Setup 1 0 Setup Data Entry by Vendor User You received an email from our PeopleSoft System which includes your User ID and Password for the DISYS PeopleSoft System Use this ID and password to log in Step 1 below Step DESCRIPTION na Using the link provided from the PeopleSoft Email click and enter your user ID and Password Please use the link in the email that was sent or go to the following weblink to login vendor disys com When you log in please navigate to the Vendor Information section under Maintain Supplier Information Step 2 below Please see the screen shots below Navigate to Vendor Information by clicking on Main Menu in the top left corner Main Menu gt Maintain Supplier Information gt Vendor Information ORACLE Favorites Main Menu 7 7 Search Menu Top Menu x Mai fain Supplier Informa Wi Vendor Information The menu is now located across the top Voucher Matching
4. Re Submission Data Entry Vendor User DESCRIPTION Vendor will receive a notification as to what their vendor status is currently Those include Approved Provisional or Rejected If you are provisionally approved or rejected you need to follow the steps in this section to make the proper correc tions and resubmit for approval Using the link provided from the PeopleSoft Email click and enter your user ID and Password ments to expand that section and see what steps you need to complete before re submitting your profile for approval You will go back to the Attachments tab to upload the necessary documents that missed When you ready to submit after the necessary changes have been made change the Vendor Status on the Identifying Information Tab to Sub mitted and click Save at the bottom left corner of the page o Click on the ae ee tab and then click on the next to Com Data contained on this sheet is proprietary to 10 DISYS Vendor Manual DISYS and shall not be distributed Version 9 1 OiIsys One World One Partner Innovative Experienced Global Section 3 Vouchers 3 0 Review Vouchers At the end of each month your 1099 consultant will log into PeopleSoft and enter his her time for the hours worked the month prior The 1099 consultant will also send an approved time sheet to the Consultant Liaison The Consultant Liaison will review and approve the time Once the time is approved DISYS will crea
5. ed Modified Os 06 2012 Modified By DSRINIVASAN ERS Type Not Applicable Budget Status Valid Close Status Open Budget Misc Status Valid View Related Payment Inquiry Go is Save 44 Retumto Search tE Previous in List E Nextin List Notify f Refresh Summary Related Documents Invoice Information Payments Voucher Attributes Error Summary Vendor user should be able to review all the information listed under various tabs Summary Related Document Invoice Information Payments Voucher Attrib utes and Error Summary Step 7 You have successfully reviewed Voucher details Data contained on this sheet is proprietary to 12 DISYS Vendor Manual DISYS and shall not be distributed Version 9 1
6. ier Information gt Vendor Information Contacts Attachments Identifying Information Address Dys Vndr Insurance Summary SetiD pisYs Vendor Name 1 ltest company vendor gy SY Vendor ID 0000000917 Vendor Name 2 Vendor Short Name TEST COMPA TEST COMPA 002 Withholding Classification Staffing Check for Duplicate Open For Ordering HCM Class VAT Registration Persistence Regular i Vendor Status Submitted x Attachments 0 ExpandAll Collapse All Vendor Relationships orporate Vendor nterUnit Vendor c te Vend InterUnit Vend Corporate SetiD DISYS InterUnit Vendor ID Q Corporate Vendor ID 0000000917 test company vendor Create Bill To Customer Create Bill To Customer L gt Additional ID Numbers gt Duplicate Invoice Settings gt Government Classifications gt Standard Industry Codes gt Additional Reporting Elements gt Comments ExpandAl sCCollapse All Save Retumto Search Notify UpdatelDisplay Z Include History 57 Correct History DISYS will be notified that the documents have been submitted by the Vendor and are ready for review Data contained on this sheet is proprietary to 9 DISYS Vendor Manual DISYS and shall not be distributed Version 9 1 OiIsys One World One Partner Innovative Experienced Global Section 2 Resubmission Data Entry 2 0
7. ments INSURANCE SECTION REQUIRED COVERAGES While Consultant performs services under this Agreement and for one year thereafter Consultant shall carry at its sole expense insurance in the following types and minimum amounts and such other insurance as the Company may require from time to time 1 comprehensive general liability coverage in the minimum amount of 1 000 000 each occurrence and annual aggregate 2 workers compensation insurance providing statutory benefits must be so marked on insurance certificate 3 employer s liability insurance in the minimum amounts of 100 000 500 000 100 000 4 owned or non owned automobile liability insurance in the minimum amount of 1 000 000 each accident and 5 umbrella liability coverage in the minimum amount of 1 000 000 each occurrence and annual aggregate RATED COMPANIES All such insurance policies shall be carried with companies rated A or better by A M Best ADDITIONAL INSUREDS All such insurance policies other than for worker s compensation shall name the Company and its Client if requested as additional insureds CERTIFICATE HOLDER ADDRESS Company s corporate address must be used 8270 Greensboro Drive Suite 1000 McLean VA 22102 Attn Contracts Dept NOTICE OF CANCELLATION All Such insurance policies shall contain a requirement that the Company be given written notice at least thirty 80 days prior to cancellation EVIDENCE OF COVERAGE Consul
8. next to Additional Reporting Elements to expand that section DISYS Vendor Manual Version 9 1 Data contained on this sheet is proprietary to 3 DISYS and shall not be distributed 1 23 2013 OiIsys One World One Partner Innovative Experienced Global and enter other information if applicable as shown below v Additional Reporting Elements Common Parent s TIN Common Parent s Name Type of Contractor ad HUBZone Program id SDB Program ad Size of Small Business hal Other Preference Programs ad VOSB ld Ethnicity ad E Emerging Small Business E Women Owned Business E Veteran E Disabled Data contained on this sheet is proprietary to 4 DISYS Vendor Manual DISYS and shall not be distributed Version 9 1 Oisys One World One Partner Innovative Experienced Global Keep saving as you go along by clicking on the iahetianer button The Save but ton is at the bottom left corner of the screen View and update Address if needed on the Address tab Step 7 Enter Contacts details under the Contacts tab View and update required fields below e Description field Under the Details section Type Name Title Address to choose the address click on the magnifying glass and choose the option Internet web address Email ID Phone information only enter numbers in the telephone section no dashes needed Click Save Contacts Attachments Dys Vndr Insr Docs Dys Vnd
9. r Insurance Identifying Information Disys Address Summary SetlD DISYS Vendor ID poppoo Short Vendor Name TESTMAY 23 001 Name Testmay23 Vendor Contact Find View All First El 4 of 4 EF Last Contact ID Description i z z i ET re Details Find View All First 1 of 1 Last Effective Date 05 23 2012 H E Effective Status Active Type Accounts Payable Name AP Guy 1 Tithe AP lt __ Address 1Q CORP Test St Sterlin VA 20999 Internet httphwww vendor com A Address Emai ID apguy vendor com lt __ Phone Information Customize Find View Al El i First El 4 of a EF Last Type Pretix Telephone Extension Business Phone 1 703 703 7037 Data contained on this sheet is proprietary to 5 DISYS Vendor Manual DISYS and shall not be distributed Version 9 1 Oisys One World One Partner Innovative Experienced Global The final step is for you to upload your documents for review Step 8 They include a Subcontracting Agreement Fill out the vendor company information in first paragraph amp initial each page bottom right corner On the last page of the sub contracting agreement please enter the company name print your name under Company Representative and enter your title Please print sign on the signa ture line scan and upload as an attachment in PeopleSoft in the Attachment tab b W9
10. s 0 Expand All Collapse All Vendor Relationships InterUnit Vendor InterUnit Vendor ID Q Corporate Vendor DISYS Corporate SetiD A sr rr Corporate Vendor ID 0000000894 test company incorporated Create Bill To Customer E Create Bill To Customer gt Additional ID Numbers gt Duplicate Invoice Settings Government Classifications gt Standard Industry Codes gt Additional Reporting Elements gt Comments Expand all Collapse All Save amp ReturntoSearch Notify UpdateMisplay Include History 2 Correct History Summary Identifying Information Address Contacts Attachments Dys Vndr Insurance a S m all Ifo m 2 09 PM Ae l aa Next go to the ID Numbers section You will enter the type of company ID for your company by choosing the Type and entering the required information To select the Type click on the mag nifying glass to choose the correct type of company identification EIN TIN FEIN for example Then enter the ID Number in the ID Number field Additional ID Numbers Customer SetiD IDI SY55 ag ID Numbers ID Number Customer ID Our Customer Number Customize Find View All HE First 4 oft D Last DUNS Number 203269999 Click the triangle next to Additional Reporting elements located a few sections down Step 4 Click on the gt
11. t Ki 4of4 D Last Uploaded Date Time Vendor ID Document Type Description File Name OperatoriD Upload 1 0000000917 X E Upload GNE Forms available at DISYSForms lt Q _________ Save ReturntoSearch F Notify Update Display include History Summary Identifying Information Address Contacts Attachments Dys Vndr Insurance Data contained on this sheet is proprietary to 6 DISYS Vendor Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global ws exere sree ee Summary Identifying Information Address Contacts Disys Dys Vndr Insurance Dys Vndr Insr Docs Attach Document SetiD DISYS Vendor ID 0000000042 Short Vendor Name TESTMAY23 001 Name Testmay23 HE First 1 2 of2 Last Customize Find View All El 3 Uploaded Date Time Vendor ID Document Type Description File Name OperatoriD View 1 05 23 12 4 37PM 0000000042 w9 att TESTMAY23 001 DISYSVendor View 2 05 23 12 4 37PM 0000000042 Subcontract Agreement b trt TESTMAY23 001 DISYSVendor View aeeeeeesssseseseseees Please make sure the correct Certificate of Insurance is uploaded On the next page you will see our insurance requirements Data contained on this sheet is proprietary to 7 DISYS Vendor Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global Insurance Require
12. tant shall provide to the Company certificates evidencing the coverage required under this Agreement and if requested certified copies of the policies at the time of execution of this Agreement and annually upon renewal of such coverage COMPANY COVERAGE SHOULD CONSULTANT BE UNABLE OR UNWILLING TO MEET ALL OF THE INSUR ANCE REQUIREMENTS DETAILED ABOVE AN AMOUNT EQUAL TO TWO PERCENT 2 OF ALL FEES IN VOICED BY CONSULTANT TO COMPANY SHALL BE CHARGED TO OFFSET THE COST OF COVERING CON SULTANT S INSURANCE REQUIREMENTS SUCH FEE SHALL BE DEDUCTED FROM ALL CONSULTANT INVOICES EXCLUDING PRE APPROVED AND PROPERLY DOCUMENTED EXPENSES Data contained on this sheet is proprietary to 8 DISYS Vendor Manual DISYS and shall not be distributed Version 9 1 OiIsYys One World One Partner Innovative Experienced Global Once you have uploaded the required documents return to the Identifying Information Tab and change your Vendor Status to submitted and click save at the bottom of the page Step 9 This step will allow you to submit your profile to our Contracts Department for approval After you submit your profile DISYS will review your submission If you have any questions please con tact your Consultant Liaison for assistance When ready to submit change the Vendor Status on the Identifying Infor mation Tab to Submitted and click Save at the bottom left corner of the page Favorites Main Menu gt Maintain Suppl
13. te invoice vouchers and the invoice will be paid by the net payment terms Please make sure that your 1099 consultant submits their time by the 7 of each month Vouchers invoices are created from the 1 7 of each month If the time is ap proved outside of that window the vouchers will be created the following month To review voucher information please follow the steps below DESCRIPTION and Password Step 2 Navigate to Regular Entry page by using the below navigation She RR Step 3 Vendor user should be able to view Regular Entry page Choose DISUS as your Business Unit and Click the Search button Step 4 Vendor user should be able to see all their Vouchers listed Step 5 Select the particular Voucher ID Data contained on this sheet is proprietary to 11 DISYS Vendor Manual DISYS and shall not be distributed Version 9 1 Oisys One World One Partner Favorites Main Menu gt Review Payment Information gt Regular Entry al Innovative Experienced Global Related Documents Invoice Information Payments Voucher Attributes Error Summary Business Unit DISUS Invoice Date 03 06 2012 Voucher ID 00008980 Invoice No TST C 004 Voucher Style Regular Invoice Total 12 00 USD Contract ID Vendor Name ABC Company Pay Terms Net 45 123456 Ave Voucher Source Online Mclean VA 22702 Entry Status Postable Origin ONL Match Status No Match Created 08 06 2012 Approval Status Approved Created By DSRINIVASAN Post Status Unpost
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