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Procserve Commerce Network - Supplier User Manual (Release 4.7)

1. Tax Point Currency Value Excl Tax Total Value Q No 283 6 208 55 The following list describes the features of Edit mode e Editing the Credit Note Date You can click the Calendar icon to change the date e Editing the Tax Point Date You can click the Calendar icon to change the date Editing the Credit Note Number If you do not have auto numbering switched on you can change the Credit Note Number or reference in the Number field See General Admin e Editing the Currency You can click this field to modify the exchange rate for the document If the exchange rate is edited the exchange rate source will be updated to Source Keyed In e Actions Once you have made your required changes you can save or discard your changes ProcServe ProcServe Holdings Limited 2012 Credit Notes Editing Credit Notes o Save Changes Click the Save icon to validate and if valid save your changes o Discard Changes Click the Discard icon to discard you changes and display the Header details in vew mode ProcServe Holdings Limited 2012 ProcServe Credit Notes Editing Credit Notes 5 9 4 3 Changing Credit Notes Parties Details Quick Links Topic Overview Entering or Editing Credit Notes Party Details Overview Party Details can be added to or changed in an unsent Credit Notes You do this when editing or creating a Credit Notes See Creating a Credit Notes or Editing Credit Notes Entering or Editing Credit
2. e There are no response lines in the following example Warning No response lines Shipping Line Line Order Line Item Code Aux Description amp Comments Delivery Quantity Unit Price Extended Tax Rate Total Type E Order SP1505071010 i Item Code Manufacturer Description amp Quantity Unit Price Line Responded Add to Response to Comments Total Response Sony 28 66cm visible FD trintron WEGA Television 100hz Digital Motion PICSTUREPOVVER Digital Moise Reduction ONF Smart 40 00 EA 31256 3 125 60 H0 00 Accept Zoom 4 5 vide 149 Mode ATS Suto start upfone button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te PS2SLIM S aty 60 aty 000 wo aty Smaller lighter and network ready PlayStation 2 EA N965 499 25 ety 0 00 Accept aty 121 tt 0 00 J 5 00 Pioneer i 5 00 EA 21 67 608 35 goo Accent e Tip If the Order lines are not displayed and you wish to check them you will need to click the Plus icon Order SP100407105GHI 63 lines e From here you can add all or single items to the document or delete any lines you have added See Adding all Order Lines to an Order Response Adding Single Order Lines to an Order Response Delete Line Items e Adding all Order Lines to an Order Response 3 63 Click the Add all Order Response Items icon above the Order lines ProcServe Holdings Limited 2012 ProcServe Orders and Order Responses Managing Your Ord
3. 1 1 Introduction This User guide is intended for Supplier Users of Procserve s Commerce Network The User guide describes how you use Procserve Commerce Network online features and Procserve applications tools Please Note Although care has been taken in the preparation of this document the publisher and the author assume no responsibility for errors or omissions or for damages resulting from the use of information contained in this document or from the use of programs and source code that may accompany it In no event shall the publisher and the author be liable for any loss of profit or any other commercial damage caused or alleged to have been caused directly or indirectly by this document ProcServe ProcServe Holdings Limited 2012 Procserve Commerce Network Getting Started Logging in to the Procserve Commerce Netw ork 2 Procserve Commerce Network Getting Started 2 1 Logging in to the Procserve Commerce Network Overview This section describes how you access and login to the Procserve Commerce Network Pre Requisites In order to access the Procserve Commerce Network you will need a username and password Your username and password will be emailed to you If you do not have this information please contact our Support Desk Locating the Procserve home page The following list describes how you access and login to the Procserve Commerce Network 1 Browse to http www procserve com 2 The Procserve home page
4. ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface ER Managing Reports ProcServe SUPPLIER PORTAL c i Scheduled Reports Once Only EI Each Week C3 Each Month b E 3 Monthly 5 Gy Report Types E Standard Request For Quote List For A Period Request For Quote List For A Date Range E Quote List For A Period E Quote List For A Date Range E Order List For A Period Order List For A Date Range H Invoice List For A Period z Invoice List For A Date Range Credit Note List For A Period E Credit Note List For A Date Range mr Terms and Conditions Document Summary For A Period E Document Summary For A Date Range CA Premium 5 Click a Report link for example Quote List for a Date Range 6 Entering Report Parameters The Report Parameters area is displayed for example Your Report Name Quote List For A Date Range Report Type Quote List For A Date Range List of quotes raised within a selected range of dates Note This set of Parameters refers to a Date Range report For a Period report you would select a period from a drop down 7 The following list describes how you use the Report Parameter area e Report Details The Report Name Report Type and Description fields are read only ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Managing Reports e From and To Dates You ca
5. o User ID The User ID o Name The Users name o email Address The Users email address must be unique e Administrator Privileges When checked the User has Administrator privileges When not checked the User is not an administrator e Status The status indicates if the User is locked or not you can lock and unlock accounts O The Tick icon indicates that the User is not locked See User Details below to find out how to lock an account O Q The Exclamation mark indicates that the User is locked See User Details below to find out how to unlock an account O You can click the Change Status icon to toggle the User between locked and unlocked e Delete User Click the Delete User icon to delete a User A prompt is displayed ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface Company Admin Are you sure you want to delete Cancel Click the OK button to delete the User Click the Cancel button to cancel the deletion e Save Changes Click the Save icon to validate and if valid save your changes ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface 70 Company Admin 4 2 5 3 Messages Admin Quick Links Topic Overview Locate the Messages Admin Page Message List Message Details Overview The Messages Admin page allows you to work with messages These messages are displayed on the Supplier Portal Home page Locating the Messages Admin Page The foll
6. Back Edit this profile 4 The new user has been created Log in details will be sent to the email account specified for that user ProcServe ProcServe Holdings Limited 2012 Admin Menu User Management 3 1 2 3 Viewing or Changing Basic User Details 2 Overview You can use the User Management feature to view or change basic details for the users in your organisation You can change address and contact details change the user type e g supplier basic or supplier super user or update the user s classification views Note For any other changes you need to contact the Procserve service desk Locating a User Account The following steps describe how you access and use the user management feature 1 Navigate Admin Menu gt gt User Management 2 The Find Users page is displayed User management Find Users Search for A User Find 3 You use the search functionality to search for the user you require by name or user ID 4 Enter a search string For example Find Users Search for A User Joe Smith Find Note The search is not case sensitive ProcServe Holdings Limited 2012 ProcServe Admin Menu User Management 5 Click the Find button 6 If the system finds one or more matching users they are listed Search results for joesmith 12 August 2009 12 August 2009 Tip You can also select a user from the list of recently added changed users Last 5 added edited user
7. Fleet Uncategorised Operational Goods and Services Engineering Goods ICT Commodities Professional Services Other Travel ICT Learning and Development Personnel Related social Care Facilities Print and Print Management World Programmes Office Solutions Clinical and Medical Advertising and Media Defence Construction Legal Aid Emergency Services Professional Services CCL Save Changes 5 Editing Location Settings Details Select the Location Settings tab and click the Edit Locations button You can drill down into each Location as shown in the screen shot below ProcServe Holdings Limited 2012 ProcServe Admin Menu Edit Organisation Once you have selected the appropriate Location s click on Save Changes United Kingdom of Great Britain and Northern Ireland Isle of Man Save Changes ProcServe ProcServe Holdings Limited 2012 Admin Menu Catalogue Management 3 1 4 Catalogue Management 3 1 4 1 Catalogue Management Overview Overview Buyers will request Catalogues from registered Suppliers were applicable Catalogues allow Buyers to easily search for and select items to add to requisitions You can work with your Buyer s to provide your catalogue s on the Procserve Commerce Network Once your catalogue is online then you can update your catalogues The Buyer will provide the Supplier with the Procserve Catalogue Builder and upload the Catalogue on the first instance Process for 1st
8. Last Month all Quotes sent last month This Year all Quotes sent this year start date is 1st January Last Year all Quotes sent last year January 1st to December 31st last year To print the report immediately Click and the report will be rendered in a new window ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Managing Reports Produced 17 Apr 2007 16 13 Raised 07 Mar 2007 13 58 13 Mar 2007 11 43 16 Mar 2007 14 31 16 Mar 2007 14 37 13 Apr 2007 11 33 13 Apr 2007 15 18 No of Quotes 6 To SP Trading PLC SP Trading PLC SP Trading PLC SP Trading PLC SP Trading PLC SP Trading PLC To print the document to your printer For IMPAQ Business Solutions Limited Quote No Sent 37 Yes 39 Yes 40 Yes 41 Yes 46 Yes 47 No Click and follow the on page prompts You can close the print prevew window by Clicking ProcServe Report Totals Excl Tax 7 831 20 6 315 00 7 500 00 6 000 00 11 082 80 0 00 33 931 18 Page 1 of 1 Quote List For Year 01 Jan 2007 Present Total Value 9 201 66 EUR 7 420 13 GSP 8 812 50 GSP 7 050 00 EUR 13 022 29 GSP 0 00 EUR 39 869 14 GSP ProcServe Holdings Limited 2012 The Supplier Portal Interface Managing Reports 4 2 6 4 4 Quote List For Date Range Overview b Click Standard to view all standard reports Click Quote List For A Date Range to select the Quote List For A Date Ra
9. Line Item Code Classification Description amp Comments Supplied Quantity Unit Price Extended Tax Rate Line Total SAVO01 80161507 23 May 2007 1 00 IEA 1 500 00 150000 Standard 17 5 1 762 50 AV Installation Services a a SE i The following list describes the fields you can edit and the controls in edit line mode e Item Code Classification Description amp Comments The code used for the goods or services the manufacturer if appropriate and known the Manufacturer Code if known a description and any comments about this line of the Order e Supplied Date E Click the Calendar icon to select a new date e Quantity The number of units of the item being Ordered e Unit The unit of measure of the item e Price The price per unit e Tax Rate The Tax rate that applies to this line of the Invoice you can select a new option from the drop down e Save Changes Click the Save icon to validate and if valid save your changes e Cancel Changes Click the Cancel icon to cancel changes and close Edit mode ProcServe Holdings Limited 2012 ProcServe Invoices Editing Invoices Delete Line Items The following list describes how you can remove one or all lines from a Invoice e Delete Single Line from Invoice To remove a single line from the Invoice click the Delete icon for that line item shown highlighted Invoice lines ltem Shipping Other Charge X Line l
10. Overview When you click a Self Bill Credit Note in the Document page the Document Summary is displayed to the left of the page See Document Page Overview You use the Self Bill Summary to view details or perform actions on the Self Billing Credit Note Using the Self Bill Summary The following image is an example of a Self Bill Summary self Billed Credit Note GODIS T SBC 3483 To GO Distribution Limited Dated 17 May 2006 Raised Excl Tax Total Related to source Self Billed Invoice GODIST SBlS483 2 Comments The following list describes the Self Bill Summary Document Type and Number The unique identifier for the document To The buying Organisation to which you will send or have sent the document Void Indicates that the document has been cancelled Dated The stated date of the document Raised The date and time that the document was raised Excl Tax The total value of the document excluding tax and the currency of the document Total The total value of the document including tax and the currency of the document Related To Any document from which this document was derived or which is derived from this document Clicking on the document number will cause the display to display to that document Comments Any comments notes and remarks associated with this document Document Actions The following list describes the possible actions from the summary for a Self Bill that has not been sent o
11. ProcServe Holdings Limited 2012 Admin Menu Edit Organisation 3 1 3 2 Edit Organisation_2 Quick Links Topic Overview Locating the Organisation Page Editing Organisation Details Editing System Settings Details Overview As a Super User you can make some changes to your Organisation s details Note ff the details you wish to change are not included in this topic please refer to Organisations Overview Locating the Organisation Profile Page 1 Navigate Admin Menu gt gt Edit Organisation 2 The Organisation Profile page is displayed Overview System Settings Commodity Settings Location Settings PS Supplier Solutions Categories ICT DUNS number 296887490 Number of users 21 sav Relationship Your organisation is trading with this supplier and has access to Catalogues Contact details Registered name Ps Supplier Solutions 3 Editing Organisation Details Select the Overview tab and click the Edit Profile button Tip You can return to the View Organisation details page without saving changes by clicking the Back without saving changes link The following list describes the Edit Overview page Organisation Name View edit name of your organisation mandatory Upload a company logo optional To Upload a new logo you enter Upload a logo the path and file name in the text box or click the Browse button and ProcServe Holdings Limited2012 POS ere Admin Menu Edit Organisation lo
12. Procserve Commerce Network Supplier User Manual Release 4 7 urchasi asing Services Appr over Th San ee ML 11 ProcServe Holdings Limited 2012 All rights reserved No parts of this work may be reproduced in any form or by any means graphic electronic or mechanical including photocopying recording taping or information storage and retrieval systems without the written permission of the publisher Products that are referred to in this document may be either trademarks and or registered trademarks of the respective owners The publisher and the author make no claim to these trademarks This document has been prepared and remains the copyright of ProcServe The information contained in this document is proprietary and confidential to ProcServe and should only be made available to the recipients defined in the Distribution List or employees of the recipients business The recipient of this document agrees that it will not duplicate any information contained within this document except for internal use This document is version controlled and any updates or amendments will be detailed in the Change Control section of this document The information defined in this documentis relevant to the date and time of its publication ProcServe accepts no responsibility for inaccuracy of the information contained within this document after its publication date The BuyerConnect product referred to in this manual
13. The Supplier Portal Interface Managing Reports At Time oo 05 Starting On 28 Jan 2009 You can check a day or days of the week you wish the report to run You can select a time and date when the report schedule will begin o Each Month 3 Monthly When you select Each Month or 3 Monthly the following options are displayed Frequency Each Month On Day 1 At Time ao af 05 Starting On 28 Jan 2009 You select the day of the month you wish the report to run You can select a time and date when the report schedule will begin e Email to You will be notified by Email when the report has run E mail To nick_lhynne lineone com andrew smith procsere com lt anna mcconnell procserve co dalir sehmby procserve com damian pennell procserve cor o You can add or delete who will be notified by email o The email to list is text so you can type a name in the field separated by semi colons o You can also add a recipient by selecting the item in the right hand list and clicking the green arrow o To delete a recipient select the recipient and delete including any semi colons using your keyboard delete key e Save Icon When you have created a schedule and completed the recipient list you click the Save icon to validate and if valid save your changes The new Schedule appear in the Schedule list for example G Scheduled Reports amp Once Only Terms and Conditions 15 May 2
14. ei Audit 6 lines The following list describes how you use the Self Bill Invoice Details page e Document Actions The following actions may be available depending on context o Back Button Click the Back button to return to the previous page o Print Document 5 Click the Print icon to Print the Document See Printing a Document o View Document Raw Text Click this icon to view the document s raw text See Viewing a Document s Raw Text e Self Bill Invoice Header Details You can view the header details ProcServe Holdings Limited 2012 ProcServe Invoices Self Bill Invoices e Parties Details ti Parties You can display further details about the parties to the Self Bil Invoice by clicking the plus icon next to the Parties button For example Contact Address Communication LR Highway GO Distribution Limited Surrey E mail accounts distribution co uk Direct 01488 549954 Invoice From Derek Bailey MPAG Business Solutions Limited Surrey E mail dbailey impaq co uk Direct 01483 466900 Ordered By Steve Highways GO Distribution Limited Surrey E mail accounts iqodistribution co uk Direct 01488 545954 e Related Documents Where applicable related documents will be listed e Comments You can view any comments e Invoice Line Details You can view or edit the document lines The following list describes line details o Line A number indicating the sequence of the lines o Item Code Classific
15. of the list is displayed and page numbers appear at the foot of the list Clicking on one of the page numbers will cause that page of the list to be displayed e Saving Document List Preferences Click the Save icon and the system will remember the current Document list options Sorting Document List Columns By selecting the column titles in the grid you can change the sort Order of the associated column from descending to ascending for example the default view Number i Dated Value ia Buying Organisation IMP5637 T Click the Dated column header to reverse the sort Order on the Dated column Number Value ig Buying Organisation SIMPs099 O1 May 2006 5 099 45 GaP SP Trading PLC S IMP2158 02 May 2006 2 157 69 GEP GO Distribution Limited S IMP2159 02 May 2006 2 157 69 GBP GO Distribution Limited S IMPS5637 T 05 Jun 2006 66 232 41 GBP SP Trading PLO ProcServe ProcServe Holdings Limited 2012 The Documents Page The Document Tree 5 2 3 The Document Tree Quick Links Topic Overview Using the Document Tree Document Tree Filters Saving Document Tree Preferences Overview The Document Tree enables you to locate and identify related documents in an expanding hierarchical structure Tree Click the Tree item in the Documents Page to display the Document Tree For example Document List Search 90 Days Ci CE CS iad A rR All Buying Organisations DI Requests For Quote E Quotes CS Or
16. 10 THD CD player with pop up eject mechanism CD CD R CD RVY playback FM AM tuner 30 presets Bassfreble control Balance control E A ENOTA ee g5 EE O ii e Edit Prices By default the lines will be added with a value of 0 00 To update the value click on the required Quote line as described in Editing Quotes Overview gt gt Edit Quotes e You can continue to add line items either as above or non RFQ line items When you have finished adding line items you can send the Quote as described See Understanding Document Actions gt gt Sending Documents Creating a Quote Adding Quote Lines Not on Request For Quote Delete Line Items The following list describes how you can remove one or all lines from a Quote e Delete Single Line from Quote To remove a single line from the Quote click the Delete icon for that line item shown highlighted Quote lines Item Shipping Other Charge X x Line ltem Code Classification Description amp Comments Delivery Quantity ail Price Extended Tax Rate Line Total JVCAVZET 4S 2216150515 Jun 2007 30 00 Standard ARK 25 66cm Widescreen TY Flat screen NICAM Stereo SOHz 17 5 Scanning 20 Watts RMS Audio Output Fastest Direct Speakers 3 x SCART Connections Side Aw CMTCO1 5216151015 Jun 2007 30 00 Standard 204 RMS 10 THD CO player with pop up eject mechanism 17 5 COICD RICD RVY playback FMASM tuner 30 presets BassAtreble control Balance control The sel
17. 5 6 2 Viewing the Order Details Quick Links Topic Overview Using the Order Details Page Viewing Order Details Overview The details of an existing Order can be viewed for example from the Order Summary of the Documents page See The Order Summary You can create Invoices Order Responses and Fulfillment Notifications from the Order Details page Using the Order Details Page The following list describes the how you view Order Details Click the View Document icon in the Order Summary page e The Order Details page is displayed For example ProcServe NickAnderson Sign Out qu ProcServe ir Al EE ER TE Home Catalogues Reports Admin Log Out Order IMP071304 Test From SP Trading PLC Create Fulfilment x EE Value ae Bua Tews Total Value 13 Apr 2007 113 Apr 2007 10 19 Or e 4 233 20 E a aaa 4 974 01 Hie Parties Ordered By Invoice Toj HM Delivery 13 Apr 2007 Goods In Warehouse Units 7 10 Waton Business Park Runcorn Road London Related Documents Attachments Comments Invoice Ta Line ltem Code Manufacturer Description amp Comments Deliver By Quantity Unit Price Extended Tax Rate Line Total KV28C5705 Sony 13 Apr 2007 10 00 EFA 312 56 3 125 60 Standard 3 672 58 28 66cm Visible FD trinitron WEGA Television 100hz Digital Motion 17 5 PiCTUREPOMER Digital Noise Reduction OMR Smart Zoom 4 3 Wide 14 9 Mode amp aTS 4uto start upfone button tuning Auto lablelling Auto sort OSD M
18. Admin Log Out See Line Line Order Line Item Code Aux Description amp Comments Delivery Quantity Unit Price Extended Tax Rate Type Total E E Order IMPO71304B4 Line Item Code Manufacturer Description amp Comments Quantity Quantity Quantity Quantity Responded KUY28CS 7045 28 66cm Visible FO trinitron WEGA Television 100hz Digital Motion PiICTUREPOVVER Digital Moise Reduction DNR Smart Zoom 43 Wide 149 Mode 10 00 EA 312 56 3 125 60 ty 0 00 ATS Auto start upitne button tuning Suto lablelling Auto sort OSD Menu Sleep Timer 250 Te PS2SLIM Sony es lighter and network ready PlayStation 2 s0 EA fs egos oo mee DVS57545MR Pioneer CYD SudiaS4CD0 playback Give playback 5 1 channel audio output PAL Progressive Scan D YD R DVD Rvy compatible Playback Discs 5 00 EA 121 67 B08 35 aty 0 00 CCE CDR CCD CRC D RAM Y D DD D RE D AUDIO SACO SAC MULTI 1 Disc Capacity DYD RvY record Note The warning message under the Related Documents area tells you the current status of the Order Response Auto Numbering Disabled If auto numbering for Order Responses has been disabled a number must be entered manually Tip The General Admin Module allows you to enable and disable automatic document numbering See General Admin Order Response Type You must select an option from this drop before you continue The options are ProcServe Holdings Limited 2012 ProcServe Orders and Or
19. Fax Tax Reg No Create Invoice SP Trading PLC 0207 fo 3000 0207 5 3001 sB45b FE 42 e Select Create Invoice from the drop down and click the Arrow icon to create the unlinked Invoice The system displays the Create Invoice page See Creating a New Invoice ProcServe ProcServe Holdings Limited 2012 Invoices 207 Editing Invoices 5 8 4 Editing Invoices 5 8 4 1 Editing or Viewing Invoices Quick Links Topic Overview Locating the Invoice Page Working With Invoices Overview Most details of an existing Invoice can be altered and lines added or deleted Note You cannot edit a Invoice if it has already been sent to the buying Organisation Locating the Invoice Page You can edit an unsent Invoice when you see the edit icon See The Invoice Summary Creating a New Invoice Note If the Invoice is sent you cannot edit details but you may be able to perform some operations on the document Click the icon and the relevant details will be loaded into the Edit Invoice page For example ProcServe NickAnderson Sign Out D ProcServe g SUPPLIER PORTAL Home Documents Catalogues Reports Admin Log Out Editing Invoice 110 Test To SP Trading PLC E Dated Raised Tax Point Sent Currency LIRE Total Value Excl Taz H Hie Parties Invoice To Invoice From Ordered By Delivered To Remit Toi Related Documents Attachments Comments Source Order Meor 30aBa LO Invoice line
20. Locating the Create Fulfillment Notification Page Where you see the following you can select Create Fulfillment from the drop down and click the Arrow icon Create Fulfilment The create Fulfillment Notification page is displayed for example ProcServe NickAnderson Sign Out T g ProcServe g A SUPPLIER PORTAL Home Documents Catalogues Reports Admin Log Out Creating Fulfilment To SP Trading PLC Dated Raised Shipping Date Delivery Date Sent 04 Sep 2007 ES P4 Sep 2007 08 19 04 Sep 2007 EB 04 Sep 2007 Related Documents Attachments Comments ss Warning Fulfilment not saved Linel Order Linelltem Code Aux Description amp Comments Quantity Unit Packaging Dimensions E Order IMPO71304 Line Item Code Manufacturer Description amp Comments Quantity Unit Price StringExtended Fulfilled KV28CS 7045 Sony 26 66cm Visible FD trinitron WEGA Television 100hz Digital Motion Pic TUREPOVVWER Digital Moise 10 00 En 319 565 3 125 60 Reduction DMR Smart Zoom 4 3 ide 149 Mode ATSAuto start upane button tuning Suto i f te lablelling Suto sort OSD Menu Sleep Timer 250 Te Gt 0 00 PS25LIM Sony A lighter and network ready PlayStation 2 50 pa gass das ay og DVS 754SMR Pioneer DYD SudiaSAcod playback Divx playback 5 1 channel audio output PAL Progressive Scan DWD Ea 40 BF 608 35 Ot 0 00 RDYD RYY compatible Playback Discs DDS CD IEC D RiCD RAIDS D RDY D RAO v O Y AUDIOS SCIE CC MULTI 1 Dis
21. You do this when editing or creating an Credit Note See Creating a New Credit Note Editing or Viewing Credit Notes Adding Credit Note Lines Not on Invoice The following steps describe how you add none Invoice lines to the Credit Note e Select one of the line types from the item type options tem Shipping Other Charge Click the Add Other line icon next to the item type options e The system displays a new line item in Edit mode For example DES 1250 0 00 Standard 17 5 v 0o H e Enter Details Enter a new and select the required details e Save Changes Click the Save icon to validate and if valid save your changes e Cancel Changes Click the Cancel icon to cancel changes and close Edit mode ProcServe Holdings Limited 2012 ProcServe Credit Notes Editing Credit Notes 5 9 4 7 Editing Payment Details Terms Quick Links Topic Overview Editing Payment Terms Overview This topic describes how you change payment terms when editing or creating a Credit Note See Creating a Credit Note Editing or Viewing a Credit Note Editing Payment Terms The following steps describe how you change Credit Note payment terms The following steps describe how you can edit the Credit Note Payment Terms e Edit Settlement Discount Click the Settlement Discount icon The Terms area enters Edit mode For example Settlement Discount e Days Discount Enter the number of days for the early
22. tstb001_ sppl007_001 supplier_ test MRA_ cat here and confirm your selection by clicking on Transfer Continue winoutimpont E Catalogue Overview Page 79 1831 Catalogue a Supplier Buyer Current catalogue edition Current status Links tstb001 sppl007 001 supplier test MRA cat SupplierTestCorp TestBuyerinc Edition of 28 09 2012 2 Update expected LD 611 SAP BAX 3 Import BMECat File In the catalogue Import page click the browse button on the catalogue file path Note You need to use the BMECat file xml and not the Excel xls file to load the catalogue Note If you are uploading new images in this Catalogue update attach the zipped image file by clicking on the browse button on the Multimedia contents path ProcServe ProcServe Holdings Limited 2012 Admin Menu Catalogue Management Administration Loggedinas vimal pac Solanki Vimal Log off ProcServe EE RE Created gt gt Supplier review D Buyer review x Productive Replaced x x Catalogue file Source C Users lonvs2 Desktop SupplierTestCom_TestBuyerinc_NEW xml Multimedia contents Source i Progress File transfer Note Select the files for the catalogue tstb001_ sppl007_001 supplier test MRA_ cat here and confirm your selection by clicking on Transfer Transfer Continue without import Catalogue Overview page 79 181 Catalogue a Supplier Buyer Current ca
23. 10 00 EA 312 56 3 125 60 ety hoo OU Zoom 4 3 Vide 149 Mode 47S 8uto start upane button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te ae lighter and network ready PlayStation 2 50 EA ess z sas 25 ayo ayo Ou DVS57545MR Pioneer DYD AudioSACD playback Give playback 5 1 channel audio output PAL Progressive Scan DYD DO A compatible Playback Discs DYDSYCDOYCOICDICD RICD RVVDYOD RIDYD ia ea eee aty Bo O RVWDYD AUDIS ACD SACD MULTI 1 Disc Capacity DYD RVY record HP Audit 1 line e Tip If the Order lines are not displayed and you wish to check them you will need to click the Plus icon For example A Order IMPO 1304 3 lines e Quantity Values Update the Quantity for commodity based Order lines or a value for service based Order lines as shown in the above image e From here you can add all or single items to the document or delete any lines you have added See Adding all Order Lines to a Fulfillment Notification Adding Single Order Lines to an Fulfillment Notification Delete Line Items ProcServe Holdings Limited 2012 ProcServe Fulfillment Notifications Editing Fulfillment Notifications e Adding all Order Linesto Fulfillment Notification Ed Es Click the Add all Line Items icon above the Order lines For example ProcServe NickAnderson Sign Out ProcServe i SUPPLIER PORTAL Home Documents Catalogues Reports Admin Log Out Editing Fulfilment 0000000011
24. 115 EX DVD SVCD VCD CD CD R CD RYW DVD R DVD RW DVD AUDIO SACD SACD MULTI 1 Disc Capacity DVD RW record o Order Response Type Select an Order Response Type from the drop down list Accept Back Order Reject or Substitution o Add Single Item When you have amended the item you can click the add single item icon for the relevant item within the Order lines o The Add to Response value in the Order line details will automatically be re calculated once the line has been added to the Order Response Delete Line Items The following list describes how you can remove one or all lines from an Order Response e Delete Single Line To remove a single line from the document click the Delete icon for that line item e Delete All Lines x x Click the Remove All icon to remove all lines from the document ProcServe ProcServe Holdings Limited 2012 Orders and Order Responses Managing Your Order Response 5 6 3 4 5 Adding Order Response Lines Not on Order Lines Quick Links Topic Overview Adding Order Response Lines Not on Order Overview In addition to adding lines from the Order you may wish to delivery shipping lines to the Order Response Adding Order Response Lines Not on Order The following steps describe how you add none Order lines to the Order Response SHIPPING Click the Add Other line icon next to Shipping option e The system displays a new line item in Edit mode For example 12 50 00
25. 12 00 Standard 15 13 80 80gsm The following list describes the details shown o Line A number indicating the sequence of the lines o Item Code Classification Description amp Comments The code used for the goods or services the manufacturer if appropriate and known the Manufacturer Code if Known a description and any comments about this line of the Order o Delivery The date ion which the goods or services will be delivered o Quantity The number of units of the item being Ordered o Unit The unit of measure of the item o Price The price per unit o Extended The value of this line of the Quote excluding tax o Tax Rate the Tax rate that applies to this line of the Quote o Line Total The total cost of this line item including tax e Audit m Audit The Audit contains details about the transmission and any status changes Click the Plus icon next to the Audit button further details are displayed For example Date amp Time Audit Event Details 13 Apr 2007 11 33 Document created Quote 45 created by dbailey impag co uk Derek Bailey 17 Apr 2007 11 11 Sending Document Completed Sending Document 17 Apr 2007 11 11 Update Audit Status Completed Update Of Audit Status 17 Apr 2007 11 11 Ending Processing Processing Ended ProcServe ProcServe Holdings Limited 2012 Quotes Creating a Quote 5 5 3 Creating a Quote Quick Links Topic Overview Locating the Create Quote Page Entering Quote Header Det
26. 5RO Country UK Quote From Raj Jaintilal ProcServe 123 Buckingham Palace Road London London SW1W 9SR E mail info procserve com Tel 020 7730 9000 Fax 020 7333 5047 You can change or enter the required details as shown above Save Changes Click the Save icon to validate and if valid save your changes Cancel Changes Click the Cancel icon to cancel changes and close Edit mode ProcServe Holdings Limited 2012 ProcServe Quotes Editing Quotes 5 5 5 5 Editing Line Details Quick Links Topic Overview Editing Quote Line Details Delete Line Items Overview This topic shows you how to edit line items when editing or creating a Quote See Creating a Quote or Editing Quotes Editing Quote Line Details Click the Edit icon next to the line you wish to change For example Quote lines Item Shipping Other Charge lt 9 lt Line Item Code Classification Description amp Comments Delivery Quantity JUCAUZETAIS 5216150515 Jun 2007 30 00 EA 20 66cm Widescreen TY Flat screen MEAM Stereo SOHz Scanning 20 Vvatts RMS Audio Output Fastext Direct Speakers 3 x SCART Connections Side AW A CMTCcO1 5216151015 Jun 2007 30 00 E 20A RMS 10 THD CD player wih pop up eject mechanism CONCD RICD RVY playback Fit tuner 30 presets Basstreble control Balance control The line is displayed in edit mode Line Item Code Classification Description amp Comments Unit Price Extended Tax Rate Line Total V
27. Description amp Comments The code used for the goods or services the manufacturer if appropriate and known the Manufacturer Code if Known a description and any comments about this line of the Order Delivery The date in which the goods or services will be delivered ProcServe ProcServe Holdings Limited 2012 Quotes Editing Quotes Quantity The number of units of the item being Ordered Unit The unit of measure of the item Price The price per unit Extended The value of this line of the Quote excluding tax Tax Rate the Tax rate that applies to this line of the Quote Line Total The total cost of this line item including tax Edit a Line Item Click this icon the edit the line item See Editing Line Details Delete Line Item Click this icon to delete the line item See Editing Line Details Delete All Line Items x x Click this icon to delete all line items See Editing Line Details e The Originating RFQ m Request For Quote RFQ00000059 1 Line if it ig not already open you can click the plus icon to expand the RFQ details this will not appear in unlinked Quotes as these do not have associated RFQs You can add items to your Quote from the RFQ See Adding Quote Lines Based on Request For Quote Lines e Quote Footer Details Quote footer details include o Validity Settings Click the Edit icon within the Validity Settings to change the Quote Validity settings See Editing Validity Setting
28. Excl Tax The total value of the document excluding tax and the currency of the document e Total The total value of the document including tax and the currency of the document e Related To Any document from which this document was derived or which is derived from this document Tip Clicking on the document number will cause the display to switch to the related document e Comments Any comments notes and remarks associated with this document e The following list describes the tasks for the Order see below for statuses ProcServe Holdings Limited 2012 ProcServe Orders and Order Responses The Order Summary o Responded Whether an Order Response has been created either fully or partly for the Order Note This will only be displayed if the sender of the Order has been set up to receive Order Responses o Fulfilled Whether a Fulfillment Notification has been created either fully or partly for the Order Note This will only be displayed if the sender of the Order has been set up to receive Fulfillment Notifications o Invoiced Whether an Invoice has been created either fully or partly for the Order Note This will only be displayed if the sender of the Order has been set up to receive Invoices e Status The status of this document The following list describes the possible status icons o Q Usually you need to take some action o You may need to take some action o Usually you do not need to take further action e Doc
29. Forgotten your password link Click this link to request an email containing your password Enter your username and click the Recover Password button e Forgotten your username Link Click this link to request an email containing your username Enter your email address and click the Recover Username button NOTE Password is case sensitive Upper and lower case characters must match your supplied password If you have locked your account Your account will be locked if you enter your log in details incorrectly 3 or more times You will be informed that your account has been locked via an email You can unlock your own account using your memorable word and the access code contained in the email You will receive an email informing you your account has been locked Within the email are the details you require to unlock your account ProcServe ProcServe Holdings Limited 2012 Logging in to the Procserve Commerce Netw ork Subject Your account has been locked Hello Your account has been locked due to too many invalid login attempts To unlock your account you will need both a username and access key included below and you will need your memorable word which you Specified in your account profile Your access key is Dsac4pJb4 Instead of typing the access Key out try copying and pasting it into the unlock screen using the fol Highlight the access key making sure there are no spaces at the beginning or end Right click and
30. Lines Not on Order Lines o Line A number indicating the sequence of the lines o Order Line The line number from the original Order for this item o Item Code Aux Description amp Comments The code used for the goods or services any classification e g UNSPSC codes its description and any comments about the line o Shipment Date The date on which the goods or services will be shipped o Quantity The number of units of the item being included within this Order Response o Unit The unit of measure of the item ProcServe Holdings Limited 2012 ProcServe Orders and Order Responses 178 Managing Your Order Response o Price The price of one unit of the item o Extended The value of this line of the Order Response excluding tax o Tax Rate The rate of tax that applies to this line of the Order Response o Line Total The value of this line of the Order Response including tax o Type The type of this line of the Order Response e g Accept Reject Back Order See Creating an Order Response gt gt Order Response Types o Edit Line Click the Edit icon for a line to change line details See Editing Line Details e Originating Order Lines E Order SP100407105GHI 3 lines You click the Plus icon to open the Originating Order lines you can add See Adding Order Response Lines Based on Order Lines e Footer Details Order Response footer details include o Tax Rate The tax rate applied to the Order Response
31. Notes Party Details Parties Details Parties You can display further details about the parties to the Credit Notes by clicking the plus icon next to the Parties button Further details will be displayed CGR Paties ET CS ES Cr Note To Debbie Brown Accounts Gunford Borough Council 9 Bayliss Close Leas Road Gunford Surrey E mail debbiebrown gunford org Tel 01483 302000 GU1 4QL GB Fax 44 0 870 4673267 Cr Note From Julian Sheppard Salient Gradients Lantern House Walnut Tree Close Guildford Surrey GU1 4TX E mail jsheppard salient co uk Tel 01483 466900 UNITED KINGDOM Fax 01483 466901 Ordered By Debbie Brown Accounts Gunford Borough Council 9 Bayliss Close Leas Road Gunford Surrey E mail debbiebrown gunford org Tel 01483 302000 GU1 4QL GB Fax 44 0 870 4673267 Delivered To John Smith Goods in Gunford Borough Council 9 Bayliss Close Leas Road Gunford Surrey GU1 E mail johnsmith gunford org Tel 44 0 1483 4QL GB 466900 Fax 44 0 870 4673267 Remit To Julian Sheppard Salient Gradients Lantern House Walnut Tree Close Guildford Surrey GU1 4TX E mail jsheppard salient co uk Tel 01483 466900 UNITED KINGDOM Fax 01483 466901 Tip El When the details are open click the Minus button to hide them Click the Edit icon for a particular row to enter Edit mode For example Ri Paties Contact Address Communication E
32. Order Lines to an Invoice Adding Single Order Lines to an Invoice Delete Line Items e Adding all Order Lines to an Invoice 3 63 Click the Add all Invoice Items icon above the Order lines For example Invoice lines ltem C Shipping Other Charge ee Line ltem Code Classification Description amp Comments Supplied Quantity ol Price Extended Tax Rate Line aes KU28CS705 325 647 Apr 2007 10 00 312 56 3 125 60 Standard 3 672 58 A x 26 66cm Wisible FD trinitron WEGA Television 100hz Digital Motion 17 5 PICTUREREMUER Digital Noise Reduction DNR Smart Zoom 43 Wide 14 9 Mode ATS Auto start upane button tuning Suto labelling Auto sort OSD Menu Sleep Timer 250 Te PS2SLIM 499 2517 LE 2007 ole 85 499 25 Standard 586 62 A x Smaller lighter and network ready PlayStation 2 17 5 DV57545MR 608 35 ea Apr 2007 su E7 608 35 Standard 714 81 DYD Audo SACD playback Divs playback 5 1 channel audio output 17 5 PAL Progressive Scan DY D RDY AY compatible Playback Discs CYS CO CCE CDR CD RMOD M D RE D RE O AUDIS EDISACD MULTI 1 Disc Capacity DYD RVY record HS Order IMPO71304B4 3 Lines ProcServe Holdings Limited 2012 ProcServe Invoices Editing Invoices You can edit or delete Invoice lines in an unsent Invoice See Editing or Viewing Invoices e Adding Single Order Lines to an Invoice You can add single items to an Invoice For example when you wish to change the Type or if you wish to add only selected line
33. Portal Buyers will create requisitions that when authorised are sent as Orders to the Supplier Suppliers can receive Orders and subject to validation and other checks can create Invoices and Credit Notes automatically at the Supplier portal Suppliers can also access reports MIS about the documents and other work flow items e Silver Suppliers Suppliers and Buyers can work together to upload and make available catalogues that Buyers can shop from and add items to requisitions There is an initial phase of uploading validating configuring and releasing catalogues including setting up authorisations Once a catalogue is in use then updates can be made that are fully validated checked and confirmed before being released Multi Buyer catalogues can be shared amongst several buying Organisations and need to configured slightly differently e Gold Suppliers Gold Suppliers connect their back office systems directly to the Procserve Trading Portal This means they can process and respond to Orders electronically in their own applications ProcServe Holdings Limited 2012 ProcServe How Tax Values are Calculated 6 3 How Tax Values are Calculated Overview NOTE that HM Revenue amp Customs require that VAT is calculated on the basis that the Buyer will take any discount offered for early settlement Tax Analysis amp Tax Total for a Document The system will use one of two possible methods to calculate the Tax Analysis amp Tax Total f
34. Quick Links Topic Overview Locating the Fulfillment Notification Page Working With Fulfillment Notifications Overview Most details of an existing Fulfillment Notification can be altered and lines added or deleted Note You cannot edit a Fulfillment Notification if it has already been sent to the buying Organisation Locating the Fulfillment Notification Page You can edit an unsent Fulfillment Notification when you see the edit icon see The Order Fulfillment Summary Creating a New Fulfillment Notification Note ff the Fulfillment Notification is sent you cannot edit details but you may be able to perform some operations on the document Click the icon and the relevant details will be loaded into the Edit Fulfillment Notification page For example ProcServe Derek Bailey ProcServe Supplier Solutions Limited Help amp Information rap eega SUPPLIER PORTAL Home Documents Catalogues Reports Admin Log Out Editing Fulfilment 0000000011 Test To SP Trading PLC Er Dated Raised Shipping Date Delivery Date Sent 04 Sep 2007 04 Sep 2007 09 21 04 Sep 2007 04 Sep 2007 00 00 Related Documents PS Comments Source OrderIMPO71304 Source OrderIMPO71304 IMPO 1 S04 Fulfilment lines K K Line Order Lineltem Code Aux Description amp Comments Quantity Unit Packaging Dimensions Kv28CS705 10 00 E T Oty i r 28 66cm Visible FO trinitron WEGA Television 100hz Digital a Motion PiCTUREPCYVER Dig
35. ST WESTMINSTER London The Header details are displayed in Edit mode For example Editing Quote 0000000008 To DCSF X gt a Dated Raised Sent EE 13 Mar 2009 Ek Mar 2009 17 36 Q No T Ho qp Parties Quote To Quote From H Delivery SANCTUARY BLDG GREAT SMITH ST WESTMINS SANCTUARY BLDG GREAT SMITH ST WESTMINSTER London The following list describes the features of Edit Header mode e Editing the Quote Date You can click the Calendar icon to change the Quote date e Editing the Quote Number If you do not have auto numbering switched on you can change the Quote Number or reference in the Number field See General Admin e Editing the Quote Currency You can click field to modify the exchange rate for the Quote lf the exchange is not edited it will be displayed with the system defined source and exchange rate O Source Keyed M If the exchange rate is edited the exchange rate source will be updated to Source Keyed In ProcServe ProcServe Holdings Limited 2012 Quotes Editing Quotes e Actions Once you have made your required changes you can save or discard your changes o Save Changes Click the Save icon to validate and if valid save your changes o Discard Changes Click the Discard icon to discard you changes and display the Header details in vew mode ProcServe Holdings Limited 2012 ProcServe Quotes Editing Quotes 5 5 5 3 Changing Quote Parties Details Quick L
36. Sep 2007 09 53 05 Sep 2007 E Parties Cr Mote To Cr Mote From Ordered By Delivered To Remit To Related Documents Comments Source Invoice 110 Warning No credit note lines Linelltem Code Classification Description amp Comments Supplied Quantity Unit Price Extended Tax Rate Line Total F lt Invoice 110 mt Line Item Code Manufacturer Description amp Comments Supplied Quantity Unit Price Extended Add to Credit Note KV28CS7T045 26 66cm Visible FD trinitron WEGA Television 100hz Digital Motion aa PILTUREPOVVER Digital Noise Reduction ONR Smart Zoom 4 3 Wide 14 9 17 Apr 2007 10 00 312 56 3 125 60 Ho 00 Mode ATS Auto start upfone button tuning Auto lablelling Auto sot OSD Menu Sleep Timer 250 Te PS2SLIM zx ead Tax Rate Taxable Tax En Terms Ext Subtotal 0 00 E D 0 00 Total 0 00 PS Audit 1 line Note The Credit Note does no yet have any lines You will now have to add lines See Editing or Viewing Credit Notes Editing Line Details Adding Credit Note Lines Based on Invoice Lines Adding Credit Note Lines Not on Invoice Editing Payment Details Terms Working with Credit Notes Note You work with the new Credit Note page in the same way as the Credit Note page See Editing or Viewing Credit Notes ProcServe ProcServe Holdings Limited 2012 Credit Notes Creating an Unlinked Credit Note 5 9 3 Creating an Unlinked Credit Note Quick Links Topic Overview Crea
37. Standard to view all standard reports Click H Credit Note List For A Date Range to select the Credit Note List For A Date Range report our Report Mame Credit Note List For 4 Date Range Report Type Credit Note List For 4 Date Range List of credit notes raised within a selected range of dates From Date Received 01 Feb 2005 To Date Received 01 Feb 2006 To print the report immediately Click and the report will be rendered in a new window Produced 17 Apr 2007 16 27 For IMPAQ Business Solutions Limited Page 1 of 1 Credit Note List 01 Jan 2007 to 17 Apr 2007 Raised To Credit Note No Sent Excl Tax Total Value 13 Mar 2007 11 29 SP Trading PLC 15 Yes 1 535 00 1 803 63 GSP 14 Mar 2007 1141 SP Trading PLC 16 Yes 1 500 00 1 762 51 EUR No of Credit Notes 2 Report Totals 2 541 04 2 985 73 GSP To print the document to your printer Click and follow the on page prompts You can close the print preview window by Clicking ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface Managing Reports 4 2 6 4 13 Self Billed Credit Note List For A Period Overview b Click Gi Standard to view all standard reports Click H Self Billed Credit Note List For A Period to select the Self Billed Credit Note List For A Period report our Report Mame sel Billed Credit Note List For 4 Period Report Type Self Billed Credit Note List For A Period List of self billed credit no
38. Supplier EE Supplier Portal Porai Oveni You use the Admin menu items to administrate your User Management Organisation and Users You can make some changes to User accounts See User Management Overview You use the Admin menu items to administrate your Catalogue Organisation and Users Management You can work with the Catalogue Manager See Catalogue Management Overview You use the Admin menu items to administrate your Edit Organisation Organisation and Users Ea You can view and change some of your Organisation details See Edit Organisation ProcServe ProcServe Holdings Limited 2012 Procserve Portal Home Page Supplie Click the link top access the Supplier Portal See Supplier Supplier Portal Daal Gvena Current User The name of the current User is displayed e g Hello Jim You can click this link to change your details such as email My Profile address or contact details See My Profile PERTE Y lick this link if ish t id ith ou click this link if you wish to provide us with some F k Sernac feedback using a form See Feedback L Logout Y click this link when you wish to logout off the system Logout See Logging out of Procserve Feed In the home page this area holds news and other 4 Area information of interest You can change your preferences using the My Profile page See My Profile Title Bar ProcServe Holdings Limited 2012 ProcServe My Profile 2 3 My Profile Overview You can
39. User list to the left of the area The right hand side of the area allows you to view and change User details 3 The User List This is a list of Users for you Organisation The following list describes the User list e Status The status indicates if the User is locked or not O The Tick icon indicates that the User is not locked See User Details below to find out how to lock an account O 0 The Exclamation mark indicates that the User is locked ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Company Admin See User Details below to find out how to unlock an account e User ID This is the Username that is used to login to both the Procserve and Supplier Portals When you select a User ID the User details are displayed in the User Details area See User Details below Note You cannot add a new User ID yourself you will need to contact support See Getting Support e email Address The email address for the use You can change this email address by selecting the User ID and changing the User details in the User Details area See User Details below 4 User Details You can change and delete User accounts using the User Details area to the right of the page User ID info procserve com Name Raj Jaintilal E mail Address info procserve com Administrator Privileges M Status Enabled 5 The following list describes how you use this area e User Details You can change the following details
40. WEGA Television 100hz Digital Motion PiCTUREPOVVER Digital Noise Reduction DNR Smart Zo0m 4 3 Vide 14 9 Mode ATSA4uto start opus Je En Lee up fOne button tuning Suto lablelling Auta sort OSD Menu Sleep Timer 250 Te PS2SLIM Sony nn ot ann 4 x Home Catalogues Reports Admin Log Out Return to Order Response Types above e The Detail Type The Detail type is used when various type statuses need to be assigned to the lines from the originating Order See section Adding Order Response Lines Based On Order Lines for more information ProcServe Holdings Limited 2012 ProcServe Orders and Order Responses 174 Managing Your Order Response 5 6 3 3 Viewing an Existing Order Response Quick Links Topic Overview Locating the View Order Response Page View ing an Existing Order Response Overview The details of an existing Order Response can be viewed for example in the Order Response Summary of the Documents page See Order Response Summary Locating the View Order Response Page The following list describes the how you view an Order Response Summary Click the View Document icon in the Order Response Summary page e The Order Response View Edit page is displayed For example ProcServe ProcServe NickAnderson Sign Out SUPPLIER PORTAL Home Catalogues Reports Admin Log Out Response 0000000026 Test To SP os PLC a A er Dated ie ised Sent Cu rency Exc Rela
41. You can change the date a manually entered document number or the tax point date Editing Header Details Click the Edit icon next to the Header details shown highlighted Editing Inveice 110 Test To SP Trading PLC E Dated Raised Tax Point Sent Currency Lente Total Value The Header details are displayed in Edit mode For example Currency Value Excl Tax Total Value The following list describes the features of Edit mode e Editing the Invoice Date You can click the Calendar icon to change the date e Editing the Tax Point Date You can click the Calendar icon to change the date e Editing the Invoice Number If you do not have auto numbering switched on you can change the Invoice Number or reference in the Number field See General Admin e Editing the Currency You can click this field to modify the exchange rate for the document source Keyed in If the exchange rate is edited the exchange rate source will be updated to Source Keyed In e Actions Once you have made your required changes you can save or discard your changes ProcServe ProcServe Holdings Limited 2012 Invoices Editing Invoices o Save Changes Click the Save icon to validate and if valid save your changes o Discard Changes Click the Discard icon to discard you changes and display the Header details in vew mode ProcServe Holdings Limited 2012 ProcServe Invoices Editing Invoices 5 8 4 3 Changing Invoice Parties D
42. a bronze Supplier can plus you can work with your Buyers to enable your catalogue A gold Supplier connects to the Procserve Commerce Network and can Enhanced Gold receive process and send electronic documents using their own systems There is no need to connect to the Supplier Portal Note Here you can refer to or learn about the various electronic documents that are available You will have to carry out some basic configuration to use these document types See Working with Documents Note To assist you in understanding some of the concepts and features of the Procserve Commerce Network we have provided some extra information See Additional Information ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface Signing Into the Supplier Portal 4 2 The Supplier Portal Interface 4 2 1 Signing Into the Supplier Portal This topic is for Suppliers who sign in to the Supplier Portal directly You will see the Login Page for the Supplier Portal if you have been timed out have signed out or have accessed the Supplier Portal directly When you access the Supplier Portal directly from the Procserve Portal you may not see the Supplier Portal page as Procserve has a single login that you use for both Portals Note If you access the Supplier Portal va the Procserve Portal by navigating Supplier Menu gt gt Supplier Portal you should not attempt to login to the Supplier Portal as described below If you accidentally si
43. add single items to an Fulfillment Notification o Quantity Values Update the Quantity for commodity based Order lines or a value for service based Order lines o Add Single Item When you have amended the item you can click the add single item icon for the relevant item within the Order lines o Edit Lines As lines are added or when all lines have been added you click the Edit icon to edit lines See Editing Line Details e Delete Line Items The following list describes how you can remove one or all lines from an Order Response e Delete Single Line To remove a single line from the document click the Delete icon for that line item ProcServe ProcServe Holdings Limited 2012 Fulfillment Notifications Editing Fulfillment Notifications Fulfilment lines gt x Line Order Line ltem Code Aux Description amp Comments Quantity Unit Packaging Dimensions 1 KU28CS 705 28 66cm Wisible FD trintron WEGA Television 100hz Digital Motion PicTUREPOVVER Digital Moise Reduction DMF Smart Zoom 4 3 Vide 14 9 Mode ATS Suto start upfOne button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te Smaller lighter and network ready PlayStation 2 CYD SudiaSACcd playback Dive playback 5 1 channel audio output PAL Progressive Scan D YD ROYD RYY compatible Playback Discs DYDS COYCOICDACD RICD RYVIDYD R DYD RD OUI SACS ACD MULTI 1 Disc Capacity DVD R ProcServe Holdings Limited 2012 ProcServe Fulfi
44. are not allowed to send the document yet the Send button will be disabled For example you have to add line items before you can send a document e Fulfillment Notification Header Details Click the Edit icon to change the document header comment details See Editing Header Details e Related Documents Where applicable related documents will be listed 3 e Attachments Click the icon to the right of the attachments area to add an attachment to the document See Adding Editing an Attachment e Comments Click the Edit icon to add or edit comments See Document Comments e Fulfillment Line Details You can view or edit the document lines The following list describes line details o Line A number indicating the sequence of the lines o Order Line The line number from the original Order for this item o Item Code Aux Description amp Comments The code used for the goods or services any classification e g UNSPSC codes its description and any comments about the line o Packaging Packaging information about this line o Dimensions The dimension information about the lines of this Fulfillment Notification e g volume weight etc o Edit Line Click the Edit icon for a line to change line details See Editing Line Details e Originating Order Lines E Order SP100407105GHI 3 lines You click the Plus icon to open the originating Order lines you can add See Adding Fulfillment Notification Lines Based on Order Lin
45. be rendered in a new window Produced 21 Jun 2008 13 36 For IMPAG Business Solutions Limited Page 1 of 1 Request For Quote List 02 Jan 2006 to 21 Jun 2006 Received From Request No Request Date 12 Jun 2006 15 25 SP Trading PLG SPO208387 01 Feb 2008 18 Jun 2006 11 20 SP Trading PLO SPOS0S2006 3 08 May 2006 18 Jun 2006 15 13 SP Trading PLC SPOSO052007 20 May 2006 18 Jun 2006 15 25 SP Trading PLC SPO8052008 20 May 2006 No of Requests For Quote 4 To print the document to your printer Click and follow the on page prompts You can close the print preview window by ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Managing Reports Clicking ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface Managing Reports 4 2 6 4 3 Quote List For A Period Overview Click Standard to view all standard reports Click H Quote List For A Period t0 select the Quote List For A Period report S Your Repon Name Repor Type For Period Use the pull down list to select the time frame for the report For Period Yesterday This Week Last Week This Month Last Month This Year Last Year Today all Quotes sent on this day Yesterday all Quotes sent yesterday This Week all Quotes sent this week start day is Sunday Last week all Quotes sent last week Sunday to Saturday This Month all Quotes sent from the 1st of the current month
46. can add single items to a Credit Note For example when you wish to change the Type or if you wish to add only selected lines ProcServe Holdings Limited 2012 ProcServe Credit Notes Editing Credit Notes o Quantity Change the quantity for commodity based Order lines or a value for service based Invoice lines o Add Single Item When you have amended the item you can click the add single item icon for the relevant item within the Invoice lines o The Add to Credit Note value in the Invoice line details will automatically be re calculated once the line has been added to the Credit Note Delete Line Items The following list describes how you can remove one or all lines from a Credit Note e Delete Single Line To remove a single line from the document click the Delete icon for that line item e Delete All Lines x x Click the Remove All icon to remove all lines from the document ProcServe ProcServe Holdings Limited 2012 Credit Notes Editing Credit Notes 5 9 4 6 Adding Credit Note Lines Not on Invoice Quick Links Topic Overview Adding Credit Note Lines Not on Invoice Overview In addition to adding lines from the Invoice you may wish to add other lines to the Credit Note The Supplier Portal allows three types of additional lines e An Item line for normal goods and services e A Shipping line for charges related to the delivery of goods e An Other Charge line for charges not directly related to delivery
47. date on which the goods or services will be delivered E Click the Calendar icon to select a new date Delete Line Items The following list describes how you can remove one or all lines from an Order Response ProcServe Holdings Limited 2012 ProcServe Save Changes Click the Save icon to validate and if valid save your changes Cancel Changes Click the Cancel icon to cancel changes and close Edit mode Line Total Type 3 672 58 Orders and Order Responses Managing Your Order Response e Delete Single Line To remove a single line from the document click the Delete icon for that line item e Delete All Lines x x Click the Remove All icon to remove all lines from the document ProcServe ProcServe Holdings Limited 2012 Orders and Order Responses Managing Your Order Response 5 6 3 4 4 Adding Order Response Lines Based on Order Lines Quick Links Topic Overview Adding Order Response Lines From an Order Adding all Order Lines to an Order Response Adding Single Order Lines to an Order Response Delete Line Items Overview This topic describes how you can inspect the Order Response and then add all Order lines to the Order Response when editing or creating an Order Response See Creating an Order Response Viewing an Existing Order Response Editing An Order Response Adding Order Response Lines From an Order The following steps describe how you add add one or all items to the Order Response
48. free to use this form in order to provide any type kind of feedback that you have Maybe youd like to see some different features Or perhaps you have a great idea about how to improve what already exists Or maybe youd like to get in touch and let us know what you like or dislike about our system Whatever your reasons please type them out below and we ll happily take hem into consideration Your feedback Once you have submitted your feedback we will send you a copy at your registered email address nickcwa tiscali co uk and if a response 15 needed we ll contact you within the next two working days Send feedback 3 The text above the Your Feedback field tells you the type of feedback we are expecting Note Please do not report system errors using this form please email or call the Support desk See Getting Support ProcServe Holdings Limited 2012 ProcServe Feedback ER 4 Enter your feedback in the text field 5 Click the send Feedback field 6 The text above the Send Feedback button tells you when we will reply if necessary ProcServe ProcServe Holdings Limited 2012 Getting Support 2 5 Getting Support Procserve provides full support services wa a dedicated helpdesk How to reach us Comments Email For general queries questions and support issues Please provide full contact details and a description of Suppliersupport procserve com the support issue query Telephone For general queries questi
49. go back to the previous page ProcServe Holdings Limited 2012 ProcServe Understanding Document Actions Document Attachments 5 3 2 Document Attachments Quick Links Topic Overview Editing Attachment Details Attachments Via a Published URL Attachments Via the Procserve Document Repository Replacing or Removing Attachments Overview You can attach documents to your Quotes Order Responses and other eDocuments For example you may wish to add further descriptions of Order lines This topic shows you how to add change or remove document attachments e Note There may be minor differences between the pageshots you see in this section and what is displayed on your pages Attachments are added changed and removed in the same way whatever the document Editing Attachment Details Click the Edit icon next to the comment details You can add an attachment to a document va a published URL or the Procserve Document Repository Attachments Via a Published URL The following steps describe how you add an attachment using a Published URL Click the Add icon in the Attachments section the following fields will be displayed e Enter a Name for the attachment e g Floor Plan Diagram into the Name field e Enter the published URL into the URL field for example NameFloor Plan Diagram URL http www impagbusinesssolution Note This URL must be visible from outside of your Organisation e Save Attachment C
50. icon to delete the document A prompt is displayed See Understanding Document Actions gt gt Deleting Documents o Send Document Click the Send Resend icon to send the document to the Buying Organisation See Understanding Document Actions gt gt Sending Documents a Tip lis If for some reason you are not allowed to send the document yet the Send button will be disabled For example you have to add line items before you can send a document e Credit Note Header Details Click the Edit icon to change the document header comment details See Editing Header Details e Related Documents Where applicable related documents will be listed e Comments Click the Edit icon to add or edit comments See Document Comments e Parties Details ti Parties You can display further details about the parties to the Credit Note by clicking the plus icon next to the Parties button When available you can click the Edit icon to edit Parties details to enter Edit mode and make changes to the Parties details See Changing Credit Notes Parties Details e Credit Note Line Details You can view or edit the document lines The following list describes line details or o Adding Items not on the Order ltem shipping Other Charge Check the relevant box before you add lines not on the Invoice shipping or you can define other items not on the Invoice Once you have checked the relevant option you click the Plus icon See Add
51. is applied to the Discounted Line Value and the result rounded to the nearest 2 decimal places is the Tax Value for the line ProcServe ProcServe Holdings Limited 2012 Legal Requirements for Electronic Invoicing 6 4 Legal Requirements for Electronic Invoicing Overview HM Revenue amp Customs do have some legal requirements in regards to the provision of electronic Invoices Procserve recommends that you Read Notice 700 63 Electronic Invoicing available from the web site http www hmrc gov uk If you require advice or copies of Notice 700 63 then ring the National Advice Service on 0845 0109000 Lines are open 08 00 22 00 Monday to Friday If you have hearing difficulties ring the text phone service on 0845 0000200 ProcServe Holdings Limited 2012 ProcServe Legal Requirements for Self Bill Invoices Credit Notes ae 6 5 Legal Requirements for Self Bill Invoices Credit Notes Overview HM Revenue amp Customs do have some legal requirements in regards to the provision of electronic Self Bill Invoices Procserve recommend that you Read Notice 700 62 Self Billing available from the web site http www hmrc gov uk If you require advice or copies of Notice 700 62 then ring the National Advice Service on 0845 0109000 Lines are open 08 00 22 00 Monday to Friday If you have hearing difficulties ring the text phone service on 0845 0000200 ProcServe ProcServe Holdings Limited 2012 About DUNS 8 6 6 A
52. it before you can send or make changes to the Invoice Locating the Create Invoice Page Where you see the following you can select Invoice from the drop down and click the Arrow icon Create Fulfilment The create Invoice page is displayed for example e ProcServe NickAnderson Sign Out gt dE ProcServe h SUPPLIER PORTAL Home Documents Catalogues Reports Admin Log Out Creating Invoice To SP Trading PLC Dated Raised Tax Point Sent Currency ee Total Value Excl Tax Related Documents Attachments Comments eras Warning Invoice not saved Linelltem Code Classification Description amp Comments Supplied Quantity Unit Price Extended Tax Rate Line Total El Order INIPO 130464 Line Item Code Manufacturer Description amp Comments Quantity Unit Price Extended Invoiced KV28CS7045 Son 28 66cm Visible FD trinitron MESSE Television 100hz Digital Motion Pit TURER ONER Digital Moise Reduction DMR Smart Zoom 43 Vide 149 Mode ATS Auto start tang ce alae Se aty mag ugine button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te PS25LIM Sony ee lighter and network ready PlayStation 2 50 A bo pee aty a DVS7545MR DY D Audio SAT playback DivX playback 5 1 channel audio output PAL Progressive Scan DYD RD VD RvY compatible Playback Discs 5 00 EA 121 67 608 35 cay 0 00 COHEN CCR COICO ICO RCD RYDYD FuDYD RVviby D AUDI SACKS ACER MULTI 1 Disc Capacity DYO R record Note The w
53. lines from a Quote e Delete Single Line from Quote To remove a single line from the Quote click the Delete icon for that line item shown highlighted Quote lines Item Shipping Other Charge X x Line Item Code Classification Description amp Comments Delivery Quantity Unit Price Extended Tax Rate Line Total JVCAVZET4S 2216150515 Jun 2007 30 00 EA Standard x 25 66cm Widescreen TY Flat screen NICAM Stereo SOHz 17 5 Scanning 20 Watts RMS Audio Output Fastest Direct Speakers 3 x SCART Connections Side Aw CMTCO 5216151015 Jun 2007 30 00 EA Standard 204 RMS 10 THD CO player with pop up eject mechanism 17 5 COICD RICD RVY playback FMAM tuner 30 presets Bass treble control Balance control The selected line will be removed from the Quote e Delete All Lines from Quote gt lt Click the Remove All icon to remove all lines from the Quote ProcServe Holdings Limited 2012 ProcServe Quotes Editing Quotes 5 5 5 6 Adding Quote Lines Based on Request For Quote Lines Quick Links Topic Overview Adding Quote Lines from an RFQ Adding All Quote Lines from an RFQ Adding Single Quote Lines from an RFQ Delete Line tems Overview This topic describes how you can inspect the RFQ and then add all RFQ lines to the Quote when editing or creating a Quote See Creating a Quote or Editing Quotes Adding Quote Lines From an RFQ The following steps describe how you add add single or al
54. o Taxable The total of the extended values of all the lines i e excluding tax o Tax The total tax value o Ext Subtotal The total of the extended values of all the lines i e excluding tax o Tax The total tax value o Total The total value of the Order Response including tax e Audit P Audit The Audit contains details about the document and any status changes Click the Plus icon next to the Audit button further details are displayed For example Date amp Time Audit Event Details 47 Apr 2007 11 37 Document created Response 0000000020 created by dbailey impag co uk Derek Bailey ProcServe ProcServe Holdings Limited 2012 Orders and Order Responses 179 Managing Your Order Response 5 6 3 4 2 Editing Header Details Quick Links Topic Overview Editing Header Details Overview When you are creating viewing or editing Order Responses you may need to change the header details See Creating an Order Response Viewing an Existing Order Response Editing An Order Response You can change the date a manually entered document number or the currency rate Editing Header Details Click the Edit icon next to the Header details shown highlighted Editing Response 0000000026 Test To SP Trading PLC Value eee Excl Tax Total Value Type SE 0 A ee CR ee ri Related Documents Attachments Comments The Header details are displayed in Edit mode For example Dated Raised Sent Currency
55. report For Period Last Month This Year Last Year Today all Credit Notes created on this day Yesterday all Credit Notes created yesterday This Week all Credit Notes created this week start day is Sunday Last week all Credit Notes created last week Sunday to Saturday This Month all Credit Notes created from the 1st of the current month Last Month all Credit Notes created last month This Year all Credit Notes created this year start date is 1st January Last Year all Credit Notes created last year January 1st to December 31st last year To print the report immediately Click and the report will be rendered in a new window ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface Managing Reports Produced 17 Apr 2007 16 26 For IMPAQ Business Solutions Limited Page 1 of 1 Credit Note List For Year 01 Jan 2007 Present Raised To Credit Note No Sent Excl Tax Total Value 13 Mar 2007 11 29 SP Trading PLC 15 Yes 1 535 00 1 803 63 SSP 14 Mar 2007 11 41 SP Trading PLC 16 Yes 1 500 00 1 762 51 EUR No of Credit Notes 2 Report Totals 2 541 04 2 985 73 GBP To print the document to your printer Click l and follow the on page prompts You can close the print preview window by Clicking ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Managing Reports 4 2 6 4 12 Credit Note List For Date Range Overview b Click
56. select Copy In the access Fey field of the login screen right click again and select Paste You can unlock your account at https preprod huyers proceserveonline corm procserveportal auth html Navigate to the url within the email or use the Unlock account on the login page ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Login Username Password Enter your user name and access key that was issued in the email ProcServe Holdings Limited 2012 ProcServe Logging in to the Procserve Commerce Netw ork se ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Unlocking Your Account 1 of 2 Please enter your username and the randomly generated access key contained in the email you received Enter your details Username o O accesskey Submit Enter your memorable word using the hint written in the instructions bar ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Enter your memorable word Memorable word Unlock Your account is unlocked If you do not remember your password you can request a new one which will be emailed to you ProcSe
57. settlement discount in the input box e Percent Discount Enter the percentage discount offered E e Save Changes Click the Save icon to validate and if valid save your changes Cancel Changes Click the Cancel icon to cancel changes and close Edit mode ProcServe ProcServe Holdings Limited 2012 Credit Notes Credit Note Error Messages 5 9 5 Credit Note Error Messages A list of the error messages and meanings you may get while managing and processing your Credit Notes are listed below e Void This document is void It has been cancelled e Document is locked by lt Username gt This document is currently being worked on by another User It is not permitted that two Users work on the same document at the same time You will only be able to view and print this Invoice while the other User is working on it e Source Document is locked by lt Username gt The source document e g Invoice is currently being worked on by another User You will only be able to vew and print this Credit Note while the other User is working on the source document e Supersedes Superseded By There is an earlier later version of the document Clicking on the document number will cause the display to switch to that document ProcServe Holdings Limited 2012 POS ere Credit Notes Self Bill Credit Notes 5 9 6 Self Bill Credit Notes 5 9 6 1 The Self Bill Credit Note Summary Quick Links Topic Overview Using the Self Bill Credit Note Summary
58. some reason you are not allowed to send the document yet the Send button will be disabled For example you have to add line items before you can send a document e Document Actions Sent The following list describes the possible actions from the summary for a document that has been sent o Document Details Click the Details icon to vew more details See Editing a Fulfillment Notification o Print Document Click the Print icon to Print the Request for Quote See Printing a Document not be supplied you can set the status to Invoiced so that the Order is no longer at status Awaiting Invoicing o Re Send Document Click the Send Resend icon to send the document to the Buying Organisation See Understanding Document Actions gt gt Sending Documents ProcServe ProcServe Holdings Limited 2012 Fulfillment Notifications Creating a New Fulfillment Notification 5 7 2 Creating a New Fulfillment Notification Quick Links Topic Overview Locating the Create Fulfillment Notification Page Working with a Fulfillment Notification Overview A new Fulfillment Notification based on an existing Order or Order Response can be raised from several pages See The Order Summary Viewing the Order Details Order Response Summary Viewing an Existing Order Response You will need to inspect the header details for the Fulfillment Notification and save it before you can send or make changes to the Fulfillment Notification
59. the document number will cause the display to switch to that document e Warning Source Document is over Invoiced One or more lines of the source document have been Quoted for a quantity greater than the source document line quantity If source document lines are displayed the Quoted quantity of the over Quoted line s is highlighted ProcServe ProcServe Holdings Limited 2012 Orders and Order Responses The Order Summary 5 6 Orders and Order Responses 5 6 1 The Order Summary Quick Links Topic Overview Using the Order Summary Overview When you click an Order in the Ihe Document List Ihe Document Search or Ihe Document Tree the Document Summary is displayed to the left of the page You use the Order Summary to view Order details or perform actions on the Order Using the Order Summary The following image is an example of an Order Summary Order IMP071304 Test Create Response From SP Trading PLC Dated 13 Apr 2007 Received 13 Apr 2007 10 19 Excl Tax Total Comments Responded Q Fulfilled Q Invoiced Q No ea ExclTax 0 00 GBP The following list describes the Order Details Summary e Document Type and Number The unique identifier for the document e Void Indicates that the document has been cancelled e From The buying Organisation that sent the document to you e Dated The stated date of the document e Received The date and time that the Order document was received by the system e
60. the OK button to save the file ProcServe ProcServe Holdings Limited 2012 Admin Menu Catalogue Management prompt is displayed Click OK to close the prompt ProcServe Catalogue Builder Information BMEcat XML file saved as Po CAUsers lonvs2 Desktop AAAXAAAAA AMKAAXAAX NEW xml OR What Happens Next The BMECat file will need to be uploaded to the systems See Importing Catalogue ProcServe Holdings Limited 2012 ProcServe Admin Menu Catalogue Management 3 1 4 3 Importing Catalogue Updates Importing Catalogue Updates This section describes the process a supplier will follow to load catalogue updates using a BMECa file Note The updated load of a catalogue is normally performed by a supplier Should you need to update a catalogue for any reason the below steps can be followed If the supplier is performing the update please go to the Catalogue Management section The following steps should be completed by the supplier 1 Navigate Admin Menu gt gt Catalogue Management 2 The Catalogue Manager is displayed Click on the Catalogue you would like to update from the Catalogue Overview section to open the Catalogue Import page Then Import this Catalogue Administration vimal pac Solanki Vimal Log off ProcServe FE z Catalogue file Source Browse _ Multimedia contents Source Browse _ Progress File transfer Note Select the files for the catalogue
61. the Order ProcServe Holdings Limited 2012 ProcServe Fulfillment Notifications 188 The Order Fulfillment Summary Note This will only be displayed if the sender of the Order has been set up to receive Order Responses o Fulfilled Whether a Fulfillment Notification has been created either fully or partly for the Order Note This will only be displayed if the sender of the Order has been set up to receive Fulfillment Notifications o Invoiced Whether an Invoice has been created either fully or partly for the Order Note This will only be displayed if the sender of the Order has been set up to receive Invoices e Sent Whether or not you have sent the document to the buying Organisation The following list describes the possible status icons o Q No o Yes e Document Actions Not Sent The following list describes the possible actions from the summary for a document that has not been sent o Document Details Click the Details icon to vew more details See Editing a Fulfillment Notification af o Print Document Click the Print icon to Print the Request for Quote See Printing a Document o Delete Document x Click the Delete icon to delete the document a prompt is displayed See Understanding Document Actions gt gt Deleting Documents o Send Document Click the Send Resend icon to send the document to the Buying Organisation See Understanding Document Actions gt gt Sending Documents its If for
62. the Send icon to submit the email to Support Contact and the text E mail sent will be displayed When you have finished you close the Contact page in the usual way for your operating system ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface The Page Header Area 4 2 4 3 The Knowledge Centre The Knowledge Centre provides links to training and support material and a list of Frequently Asked Questions relevant to the marketplace you trade in The following steps describe how you access and use the Knowledge Centre page 1 Locate and use the Knowledge Centre Click the Help gt gt Knowledge Centre link in the Page Header menu x You can use this web site to review Live and Recorded Web based training sessions and also review Frequently Asked Questions When you have finished you close this page in the usual way for your operating system ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface The Page Header Area 4 2 4 4 About Supplier Portal The About Supplier Portal page describe the system and provdes a link to Procserve Supplier Solutions Ltd web site The following steps describe how you access and use the Supplier Portal page 1 Locate and use the About Supplier Portal Click the Help gt gt About Supplier Portal link in the Page Header menu About Supplier Portal we Version Version 3 2 2a Copyright ProcServe Supplier Solutions Ltd 2002 2008 E Re
63. the document to your printer Click and follow the on page prompts You can close the print preview window by Clicking ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface Managing Reports 4 2 6 4 14 Self Billed Credit Note List For Date Range Overview b Click Standard to view all standard reports Click H Self Billed Credit Note List For A Date Range to select the Self Billed Credit Note List For A Date Range report Your Report Name Report Type From Date Received To Date Received To print the report immediately and the report will be rendered in a new window Produced 23 Jun 2006 10 16 For IMPAQ Business Solutions Limited Page 1 of 1 Self Billed Credit Note List 02 Jan 2006 to 23 Jun 2006 Raised From Credit Note Ho Sent ExclTax Total Value 21 Jun 2006 17 09 GO Distribution Limited amaia No 8 070 60 9 487 06 cee 73 Jun 2006 06 59 GO Distribution Limited a No 8070 60 0 482 06 cer No of Self Billed Credit Notes 2 Report Totals 16 147 20 13 963 92 To print the document to your printer Click and follow the on page prompts You can close the print preview window by ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Managing Reports Clicking ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface Managing Reports 4 2 6 4 15 Terms and Conditions Overview gt Click Standard to vi
64. you install the spConnect software Please keep it safe The button should now be clicked This will send an email to the email address associated with your Supplier Portal login see Users Admin This email will contain the a unique spConnect Registration Key and a Service URL Both of these data items will be required when installing spConnect The page will now display two additional options spConnect Registration Before you use spConnect you need to register Click the button below to complete your registration An email will be sent to you containing your registration key which you will need when you install the spConnect software Please keep it safe Click here to download spConnect Click here to configure spConnect settings Click on the text Click here to download spConnect to download the spConnect software solution This will ask you to Run or Save a msi installation file This file should be saved to the computer that ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface 77 Company Admin you intend to run spConnect on Once saved the installation routine can be started by double clicking on the msi file NOTE full installation and configuration instructions for spConnect will be made available from Procserve Supplier Solutions Limited You can now logout of the Supplier Portal to complete the installation of soConnect and then return to the spConnect Admin page or click on the t
65. you may need to know Quick Links About Procserve Supplier and Buyers How Tax Values are Calculated Legal Requirements for Electronic Invoicing Legal Requirements for Self Bill Invoices Credit Notes Process Profiles Overview About DUNS About Documents ProcServe Holdings Limited 2012 ProcServe About Procserve Supplier and Buyers 6 2 About Procserve Supplier and Buyers This Section provides an overview of the Supplier and Buyer relationship You can view a map that describes how the Procserve Commerce Network enables Supplier and Buyer activities The following image shows the activities for each type of Supplier Buyer ProcServe Supplier Add Basic Supplier details to syst sai asit Supplier details to system LL Invites Supaier s Send Invite Supplier e mall Receive Invitation by e mail E Mail POs No Upgrade to Enhanced Supplier Basic Supplier Purchase Orders by e mail Yes Registration Portal Login to Registration Portal Obtain DUNS if necessary Enter DUNS Enter basic details Accept Terms and Conditions Supplier Portal Login to Supplier Portal Maintain Users Maintain Organisation Maintain Document formats Process Orders Create Invoices Credit Notes etc MIS etc Send Purchase Orders Receive Electronic Invoices Enhanced Supplier Bronze As Basic plus Purchase Orders raise ciety aad Invoices Credit Notes MIS ete No res i Send
66. you perform a search e Select the Search Type Select a Search type from the drop down For example Document Number l Document Number ltem Code tem Description Comments The search will be performed on the item you select e Enter Search Text Enter the search text that you want the search results to match For example Document List Tree Search Document Number j Note If you enter more than one string a word partial word or number then the results will include documents that match any of the strings Single or double Quotes can be used to make a phrase equivalent to a single word e g Water Bottle would return Hot Water Bottle but not Watertight Bottle You can also use the following o Wildcards or can be used as wildcards at the start or end of a word e g 123 to find document numbers which have 123 as the last three digits ProcServe ProcServe Holdings Limited 2012 The Documents Page The Document Search o Logical AND The special word AND will cause only results that match both words on either side of the AND to be returned e g fresh AND eggs would return Fresh Duck Eggs but not Fresh Milk e Search Icon Click the Search icon to perform your search Matching documents and the relewant Organisations are displayed Document Number z Credit Note 24 22 Jun 2007 te SP Trading PLC Request For Quote SP070307 100924 20 Apr 2007 2 Order SP2206071
67. 0 Standard 17 5 E Delivery charges for this order Shipping 0 00 Accept Ed Change the details as appropriate e Save Changes Click the Save icon to validate and if valid save your changes e Cancel Changes Click the Cancel icon to cancel changes and close Edit mode ProcServe Holdings Limited 2012 ProcServe Orders and Order Responses Managing Your Order Response 5 6 3 5 Order Response Error Messages A list of the error messages and meanings you may get while managing and processing your Order Responses are listed below e Void This Order Response is void It has been cancelled e Document is locked by lt Username gt This document is currently being worked on by another User It is not permitted that two Users work on the same document at the same time You will only be able to view and print this Quote while the other User is working on it e Source Document is locked by lt Username gt The source document e g Order is currently being worked on by another User You will only be able to view and print this Quote while the other User is working on the source document ProcServe ProcServe Holdings Limited 2012 Fulfillment Notifications 187 The Order Fulfillment Summary 9 7 5 7 1 Fulfillment Notifications The Order Fulfillment Summary Quick Links Topic Overview Using the Fulfillment Notification Summary Overview W hen you click an Fulfillment Notification in t
68. 009 10 05 DI Each Week amp Each Month Quote List For A Date Range On day 1 3 Monthly ez Tip To change the schedule click the report then the Schedule icon and proceed as above e Cancel Changes To cancel your changes click the Cancel icon e Delete Schedule When available this icon allows you to delete the schedule ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface Managing Reports 4 2 6 4 Available Reports 4 2 6 4 1 Request For Quote List For A Period Overview Click 0 Standard to view all standard reports report our Report Mame Request For Quote List For 4 Period Report Type Request For Quote List For 4 Period List of requests for quote raised within a selected period For Period t Use the pull down list to select the time frame for the report For Period Last Month This Year Last Year Today all Request For Quote s received on this day Yesterday all Request For Quote s received yesterday This Week all Request For Quote s received this week start day is Sunday Last week all Request For Quote s received last week Sunday to Saturday This Month all Request For Quote s received from the 1st of the current month Last Month all Request For Quote s received last month This Year all Request For Quote s received this year start date is 1st January Last Year all Request For Quote s received last year January 1st to
69. 1 40 SP Trading PLC DO020407003 14 Mar 2007 5 283 87 GSP 10 Apr 2007 10 52 SP Trading PLC P100407105000 14 Mar 2007 5 283 87 GSP 11 Apr 2007 14 37 SP Trading PLC P100407105GHI 14 Mar 2007 5 283 87 SSP 11 Apr 2007 17 10 SP Trading PLC DO020407002 14 Mar 2007 5 283 87 GSP 12 Apr 2007 09 59 SP Trading PLC SP120407100000 14 Mar 2007 5 283 87 GSP 13 Apr 2007 10 19 SP Trading PLC IMP071304 13 Apr 2007 4 233 20 SSP 17 Apr 2007 13 58 SP Trading PLC IMP071304RA 13 Apr 2007 4 233 20 GSP 17 Apr 2007 13 59 SP Trading PLC IMP071304BA 13 Apr 2007 4 233 20 GSP 17 Apr 2007 13 59 SP Trading PLC IMP071304DET 13 Apr 2007 4 233 20 SSP No of Orders 13 Report Total 62 740 49 G8P To print the document to your printer Click and follow the on page prompts You can close the print prevew window by k Clicking ProcServe For IMPAQ Business Solutions Limited Page 1 of 1 Order List 01 Jan 2007 to 17 Apr 2007 ProcServe Holdings Limited 2012 The Supplier Portal Interface Managing Reports 4 2 6 4 7 Invoice List For A Period Overview Click Standard to view all standard reports P Click Invoice List For A Period to select the Invoice List For A Period report Your Report Name Report Type t Use the pull down list to select the time frame for the report For Period Yesterday This Week Last Week This Month Last Month This Year Last Year Today all Invoices created on this day Yesterday all Invoi
70. 12 Credit Notes Self Bill Credit Notes e Parties Details Parties You can display further details about the parties to the Self Bill Credit Note by clicking the plus icon next to the Parties button For example Contact Address Communication Cr Mote To Steve Highway GO Distribution Limited Unit 26 Surrey Technology Park Old London Road E mail accountsm godistribution co uk Direct 01468 Guildford Surrey GU1 STG 5 Cr Mote From Derek Bailey IMPAG Business Solutions Limited Lantern House Walnut Tree Clase Guildford E mail dbaileyiimpaq co wuk Direct 01455 466900 Surrey GU1 4TX 45954 Ordered By Steve Highways GO Distribution Limited Unit 26 Surrey Technology Park Old London Road E mail accountsm godistribution co wk Direct 01488 Guildford Surrey GUI STG 545954 SC Bailey MPAG Business Solutions Limited Lantern House Walnut Tree Close Guildford E mail dbailey impaq co uk Direct 01483 466900 Surrey GU1 4Tx e Related Documents Where applicable related documents will be listed e Comments You can view any comments e Credit Note Line Details You can view or edit the document lines The following list describes line details o Line A number indicating the sequence of the lines o Item Code Classification Description amp Comments The code used for the goods or services any Classification e g UNSPSC codes its description and any comments about the line o Supplied The date the item was s
71. 2 49 EUR 02 Apr 2007 10 32 SP Trading PLC 71 Yes 5 283 87 6 208 55 SSP 03 Apr 2007 14 12 SP Trading PLC 72 No 1 792 56 2 106 26 GBP 03 Apr 2007 15 30 SP Trading PLC 73 No 3 491 31 4 102 29 G8P 03 Apr 2007 15 38 SP Trading PLC 74 No 5 283 87 6 208 55 SSP 04 Apr 2007 16 42 SP Trading PLC 75 No 0 00 0 00 G8P 10 Apr 2007 10 53 SP Trading PLC 76 No 0 00 0 00 GSP 12 Apr 2007 09 59 SP Trading PLC 77 No 0 00 0 00 SEP 17 Apr 2007 15 24 SP Trading PLC 78 No 4 233 20 4 974 01 GSP No of Invoices 14 Report Totals 35 327 96 41 510 37 GSP To print the document to your printer Click l and follow the on page prompts You can close the print preview window by Clicking ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Managing Reports 4 2 6 4 9 Self Billed Invoice List For A Period Overview Click Standard to view all standard reports Click H Self Billed Invoice List For A Period to select the Self Billed Invoices List For A Period report z Your Repot Nare Report Type For Period LE For Period Yesterday This Week Last Week This Month Last Month This Year Last Year Today all Self Billed Invoices received on this day Yesterday all Self Billed Invoices received yesterday This Week all Self Billed Invoices received this week start day is Sunday Last week all Self Billed Invoices received last week Sunday to Saturday This Month all Self Billed Invoices receive
72. 2 below The following list describes some of the options o Document Icon B This is the standard document icon o Void Documents Documents flagged with this icon are void or have been superseded For example when a Change Order is received from the buying Organisation the original Order is ProcServe Holdings Limited 2012 ProcServe The Documents Page Document Page Overview automatically voided o Superseding Document Icon H This icon indicates that it is a Superseded version of a Void document o Test Documents T Documents flagged with this icon are test documents You should not act upon these documents e The Filter and Document Locator 2 These two sets of controls allow you to change the way the Document list is displayed and to filter the list by certain criteria The drop downs shown in the above image will change depending on one of these options o Document List BL i Click this option to display a list of documents See Document List Tip When you select an option such as Document List or Tree the option is highlighted in yellow as shown in the above image o Document Tree Click this option to display a tree structure of buying Organisations and their documents See Document Tree o Document Search Click his option display the search feature See Document Search e The Document Summary 3 When a document is selected the system displays o The Document Summary The main part of this area disp
73. 20407003 SP100407105000 SP100407105GHI DO020407002 SP120407100000 IMP071304 IMP071304RA IMP071304BA IMP071304DET Order Date 08 Dec 2006 08 Dec 2006 08 Dec 2006 14 Mar 2007 14 Mar 2007 14 Mar 2007 14 Mar 2007 14 Mar 2007 14 Mar 2007 13 Apr 2007 13 Apr 2007 13 Apr 2007 13 Apr 2007 Report Total Page 1 of 1 Order Value 5 283 87 GSP 5 283 87 GSP 5 283 87 EUR 5 283 87 GSP 5 283 87 GSP 5 283 87 GSP 5 283 87 GSP 5 283 87 GSP 5 283 87 GSP 4 233 20 GSP 4 233 20 GSP 4 233 20 SBP 4 233 20 GSP 62 740 49 GaP The Supplier Portal Interface Managing Reports 4 2 6 4 6 Order List For A Date Range Overview gt Click Cal Standard to view all standard reports gt Click H Order List For A Date Range to select the Order List For A Date Range report Your Report Mame Order List For 4 Date Range Order List For 4 Date Range List of orders received within a selected range of dates Report Type From Date Received To Date Received To print the report immediately Click and the report will be rendered in a new window Produced 17 Apr 2007 16 22 Received From Order No Order Date Order Value 22 Jan 2007 17 30 SP Trading PLC IMP2761 1242 08 Dec 2006 5 283 87 SSP 13 Mar 2007 11 04 SP Trading PLC SP130307110100 08 Dec 2006 5 283 87 GBP 14 Mar 2007 11 18 SP Trading PLC P140307111100 08 Dec 2006 5 283 87 EUR 15 Mar 2007 15 29 SP Trading PLC SJPPODemo002 14 Mar 2007 5 283 87 SSP 02 Apr 2007 1
74. 245 13 Apr 2007 i SP Trading PLC 2 Order SP240707141400 14 Mar 2007 3 Order SP240707142300 14 Mar 2007 Order SP2407071624 14 Mar 2007 i SP Trading PLC Order IMP2761 1242 08 Dec 2006 d SP Trading PLC Request For Quote SPDO241006 T 24 Oct 2006 gt Order IMP240 D 16 Oct 2006 GP SP Trading PLC Invoice 24 16 Oct 2006 ti SP Trading PLC i SP Trading PLC te SP Trading PLC te SP Trading PLC te SP Trading PLC e Clearing the Search Text 2 Click the Eraser icon to clear the search text e Saving Document Search Preferences Click the Save icon and the system will remember the current Document search options ProcServe Holdings Limited 2012 ProcServe Understanding Document Actions Understanding Document Actions 5 3 Understanding Document Actions 5 3 1 Understanding Document Actions Quick Links Topic Overview Printing a Document View ing a Documents Raw Text Marking a Document as Void Deleting a Document Send or Re Send a Document Overview This section provides instructions on the actions you can perform when working with documents You will see these icons on specific Document detail pages and the Document Summary See Document Page Overview These actions will be activated by specific icons Note The icons will be enabled only when appropriate and you have the access rights to perform the relevant actions The following list provides a summa
75. 3 125 60 aty 10 00 ATS 4uto start upfone button tuning Auto lableling Auto sort OSD Menu Sleep Timer 250 Te Working with a New Order Response Note You work with a new Order Response page in the same as Edit Order Response page See Editing an Order Response Order Response Types The following list provides summaries of the Order Response types e The Accept All Type The Accept All type is used when all lines from the originating Order are accepted e g prices are correct and stock is available Selecting this type will automatically add each line from the originating ProcServe ProcServe Holdings Limited 2012 Orders and Order Responses 171 Managing Your Order Response Order to the Order Response and assign the lines a status of Accept ProcServe NickAnderson Sign Out G ProcServe SUPPLIER PORTAL Home Documents Catalogues Reports Admin Log Out Editing Response 0000000028 Test To SP Trading PLC Dated Raised Sent Currency Exc a Total Value Type Related Documents Attachments Comments Response lines Shipping Line Order Line ltem Code Aux Description amp Comments Delivery Quantity Unit Price Extended Tax Rate ons Type 1 1 KU26CS 705 31 Aug 10 00 EA 312 56 3 125 60 Standard 3 672 55 Accept 26 66cm Visible FD trinitron WEGA Television 100hz 2007 17 5 Digital Motion PICTUREPOVYVER Digital Moise Reduction DMF Smart Zoom 4 3 Vide 149 Mode ATS 4uto start upane button tuning Auto
76. 3 Lines You click the Plus icon to open the Originating Order lines you can add Order lines to your Invoice See Adding Invoice Lines Based on Order Lines e Invoice Footer Details Invoice footer details include o Tax Rate The total tax values Note See How Tax Values are Calculated for more details regarding tax calculations o Terms You can view or edit the terms of the Invoice The following list provides summary details of Terms Edit Terms Click the Edit icon to edit terms See Editing Payment Details Terms Settlement Terms Click the Settlement Terms icon to view settlement terms See Editing Payment Details Terms o Total Summary of the total value of the Invoice including tax e Audit E Audit The Audit contains details about the transmission and any status changes Click the Plus icon next to the Audit button further details are displayed For example Date amp Time Audit Event Details 30 Jun 2006 15 47 Sending Document Completed Sending Document 30 Jun 2006 15 47 Update Audit Status Completed Update Of Sudit Status 30 Jun 2006 15 47 Ending Processing Processing Ended ProcServe Holdings Limited 2012 ProcServe Invoices Editing Invoices 5 8 4 2 Editing Header Details Quick Links Topic Overview Editing Header Details Overview When you are creating vewing or editing Invoices you may need to change the header details See Creating an Invoice Editing or Viewing Invoice
77. 4 Comments The following list describes the Invoice Summary e Document Type and Number The unique identifier for the document e To The buying Organisation to which you will send or have sent the document e Dated The stated date of the document e Raised The date and time that the document was raised e Excl Tax The total value of the document excluding tax and the currency of the document e Total The total value of the document including tax and the currency of the document e Related To Any document from which this document was derived or which is derived from this document Clicking on the document number will cause the display to display to that document e Comments Any comments notes and remarks associated with this document e Sent Whether or not you have sent the document to the buying Organisation The following list describes the possible status icons O O No ProcServe Holdings Limited 2012 ProcServe Invoices The Invoice Summary o Yes e Document Actions Not Sent The following list describes the possible actions from the summary for a document that has not been sent o Document Details Click the Details icon to vew more details See Editing or Viewing Invoices o Edit Document Click the Edit icon to edit the document See Editing or Viewing Invoices o Print Document Click the Print icon to Print the Request for Quote See Printing a Document o Delete Document x Click the Del
78. 5 60 1000 og Mode ATS Auto start upane button tuning Auto lablelling Suto sort OSD Menu Sleep Timer 250 Te 2 a 17 Apr 2007 2 00 EFA 99 65 199 70 a7 Smaller lighter and network ready PlayStation 2 pr f i e Tip If the Invoice lines are not displayed and you wish to check them you will need to click the Plus icon Invoice 110 e From here you can add all or single items to the document or delete any lines you have added See Adding all Order Lines to a Credit Note Adding Single Order Lines to a Credit Note Delete Line Items e Adding all Invoice Lines to a Credit Note 3 6 Click the Add all Credit Note Items icon above the Order lines For example Credit Note lines Item Shipping Other Credit gt lt 2X Linelltem Code Classification Description amp Comments Supplied Quantity Unit Price Extended Tax Rate Line Total KV28CS705 3125 617 Apr 2007 10 00 EA 312 56 3 125 60 Standard 3 672 56 26 66cm Visible FD trinitron WEGA Television 100hz Digital Motion 17 5 PiCTUREPCVYER Digital Moise Reduction CNRO Smart Zo0m 4 3 Wide 14 9 Mode ATSU start uwaone button tuning Auto lablelling Auta sort OSE Menu Sleep Timer 250 Te 2 PS2SLIM 499 257 Apr 2007 2 00 Eh 99 85 199 70 Standard 234 65 Smaller lighter and network ready PlayStation 2 17 5 You can edit or delete Credit Note lines in an unsent Credit Note See Editing or Viewing Credit Notes e Adding Single Invoice Lines to a Credit Note You
79. 6ar Chistr E E E N n SON 122 5 3 Understanding Document Actions ccceceeeeeeeeeeeeeeeeeeeeeeeeesesneaseeeeensaseeeesnsaeeeeesnsaeenes 124 Understanding DOG GMent AC HOMS siens nes ennemi nent 124 Document Attachments RE Re nn de nt ralenti esse votent n s aise 128 DOG NECOMARNIS Sun een dede de redonne ennemie 132 5 4 REQUEST OF QUOTES oreiro Eaa rar e EE encre me uenec tes ttente 133 The Request For QUOI SUR sirenes ee teen etat 133 The Request tor Quote Details Page im E ae te A eats 135 DD QUOTES is aeeneecn sees sesads duets candied aE AAE aR 138 TEQUE A RS ree emma ed nd enter on MO cement street ON ter 138 The Quote Details PAC ER Re Re EAN ee A RO A ee ein 140 T AIN A 80 SR ne ee Re ten A D no tue 143 Greating an Unlinked QUOI A een ane ne EEE tm an em a En 145 GING UO IS RE NE ns M tn 147 Edim QUOTE RS LR RE RE ee ann titan teen tr tete io 147 Eding Feader Des an a delire ions 150 Changing Quote Parties Detalls issus sens unes A at nt teen 152 Changing Quote D liyery Detailsss s sets ne E latente 153 eine Lite Details Rs AR a A 154 Adding Quote Lines Based on Request For Quote Lines 156 Adding Quote Lines Not on Request For Quote iii 158 Editing Validity Settings sine nan nue tn di animent 159 Quote Bror Message Sonia EN NN tn Rene er pe Ne eeoreeaece 160 5 6 Orders and Order Response Sirisiri inini napinania aara iaiia ani ria ai aaa aa 161 Lineaal o aED aE A AA A A E E A
80. 83 466901 Tip El When the details are open click the Minus button to hide them Click the Edit icon for a particular row to enter Edit mode For example GR Paties M invoice To John Staples Department Finance E mail Organisation Gunford Borugh Council Tel 44 0 1483 466900 Address Chase House Direct Rakes Park Road Mobile Town City Gunford Fax 44 0 870 4673467 County Postcode GY4 8ZG Country GB Invoice From Julian Sheppard Salient Gradients Lantern House Walnut Tree Close Guildford Surrey GU1 4TX E mail julian sheppard procserve com Tel 01483 United Kingdom 466900 Fax 01483 466901 Ordered By Tammy Williams Administration Gunford Borough Council Tandem Buildings Norcross Lane Gunford E mail tammy wiliams Gunford org Tel 44 0 1483 GY5 3TA GB 466900 Fax 44 0 870 4673467 Delivered To Tammy Williams Administration Gunford Borough Council Tandem Buildings Norcross Lane Gunford E mail tammy williams Gunford org Tel 01253 GY5 3TA GB 856123 Fax 44 0 870 4673467 Remit To Julian Sheppard Salient Gradients Lantern House Walnut Tree Close Guildford Surrey GU1 4TX E mail julian sheppard procserve com Tel 01483 United Kingdom 466900 Fax 01483 466901 You can change or enter the required details as shown above Save Changes Click the Save icon to validate and if valid save your changes Cancel Changes Click th
81. A EN E E E A 161 viewing the Order Derails ne ss E ete E E AS 163 Managing Your Order Response siriene EEA E Ea a dense 167 The Order Response Sunma eannan RAA R T TN E T ETA 167 Creating an Ord r RESPONSE r E a A EEEE 169 View ing an Existing Order Response ss 174 ProcServe Holdings Limited 2012 User Guide Contents I Editing an Order RES DONS essaient retenir iubr eee real 176 Editing Order ES DONS Sn ice eliriee AE 176 mallia Header Details SN A EE ie 179 Eding Gne Deals a E E T Bots dd sseceaceacnasy ES 181 Adding Order Response Lines Based on Order Lines 183 Adding Order Response Lines Not on Order Lines ss 185 Order Response Error Messages arnie EEE E E a A EE 186 5 FUNIMENENOUNCAWONS issoria EE 187 The Order a TIMMS Sunar y serene ae a eee ere ete tel 187 Creating a New Fulfillment Notification sise 189 Et FAT MLSE NOMIC AON S Ses tt ESE 191 Ediine FUM E NOUTIC QUOINS ss e e E 191 d ACSI ES AIS Ra n een OM ete de 194 PAMO Eine D tails sons ss AR me ane ee CC 195 Adding Fulfillment Notification Lines Based on Order Lines 197 F milment Nouti ation Eror WSS ACES RS a S a ie 200 5 0 INVOICES ss mesurer ns onidene roses ace aa aE a a EE ani 201 The MVOIC ES Sunna y shete AE a e aa AT EE ET 201 Creating a NEW IW OIC Smaa A a AE AS A rs eters 203 Creating an Unlinked NVOC E a sesivecaicccectsexs conetsaceeebecveshossecedsucuevacteuaccdevced eve ivesezeuds wteevedtoncd ececevpnessubssevedievae
82. ART Connections Side AW CMTC 5216151015 Jun 2007 30 00 Standard P x 20A RMS 10 THD CD player with pop up eject mechanism 175 CDOICD RACD RVY playback FM M tuner 30 presets BassAtreble control Balance control l Request For Quote SP2905071441 Item Code Manufacturer Mftr ltem Code Description amp Classification Quantity Unit p a Price Quoted CA to Comments Quote Line MPI CAM2ETIS 15 Jun 2007 amp ves CMTCO1 Sony MPCMT Co 20VV RMS 10 THD CO player with pop up eject mechanism COACD RACD MA playback FM amp M tuner 30 presets BassAreble control Balance control UNSPSC 52161510 30 00 EA 15 Jun 2007 Q ves e Edit Prices By default the lines will be added with a value of 0 00 To update the value click on the required Quote line as described in Editing Quotes Overview gt gt ProcServe ProcServe Holdings Limited 2012 Quotes 157 Editing Quotes Edit Quotes e Adding Single RFQ Lines to your Quote Click the add single RFQ item icon for the relevant item within the RFQ lines highlighted Line Item Code Manufacturer Mftr Item Code Description amp Comments Classification Quantity Unit Deliver By Price Quoted Add to Quote JVCAV28T4S JYC MPJYCAY28T4S 28 66cm Widescreen TY Flat screen NICAM Stereo 50Hz Scanning 20 Watts RMS UNSPSC 52161505 30 00 EA 05 Aug 2006 amp Yes l Audio Output Fastext Direct Speakers 3 x SCART Connections Side AW CMTCQ1 Sony MPCMTCOQ1 20 RMS
83. CAV28T4S OoOo 521461505 01 May 2007 A 30 00 EA 3 766 2 Standard 17 5 4425 28 28 66cm Widescreen TV Flat screen NICAM Stereo 50Hz Scanning 20 a Watts RMS Audio Output Fastext Direct Speakers 3 x SCART Connections CMTCQ1 5216151008 Dec 2006 JEA 58 5 Standard 17 5 2 416 04 20W RMS 10 THD CD player with pop up eject mechanism CD CD R CD RW playback FM AM tuner 30 presets Bass treble control Balance control The following list describes the fields you can edit and the controls in edit line mode e Item Code Classification Description amp Comments The code used for the goods or services the manufacturer if appropriate and known the Manufacturer Code if known a description and any comments about this line of the Order e Delivery The date on which the goods or services will be delivered Click the Calendar icon to select a new date e Quantity The number of units of the item being Ordered e Unit The unit of measure of the item e Price The price per unit e Tax Rate The Tax rate that applies to this line of the Quote you can select a new option from the drop down e Save Changes Click the Save icon to validate and if valid save your changes e Cancel Changes Click the Cancel icon to cancel changes and close Edit mode ProcServe ProcServe Holdings Limited 2012 Quotes Editing Quotes Delete Line Items The following list describes how you can remove one or all
84. Catalogue Load Buying Organisation supplier Populate ProcServe Catalogue Builder with requested Content Send ProcServe Catalogue Builder Generate BME Catalogue Upload Cataloque File and return to Buying Organisation Confirm with Suppliers once upload is complete and advise on quides for updating Catalogues Process for Updating Catalogue ProcServe Holdings Limited 2012 ProcServe Admin Menu Catalogue Management Buying Organisation Supplier Update ProcServe Catalogue Builder and Update Items in Create BME Catalogue Catalogue Manager File Upload Catalogue File Release Catalogue to Approve Catalogue Buyer Review Confirm Catalogue in Production ProcServe ProcServe Holdings Limited 2012 Admin Menu 37 Catalogue Management 3 1 42 Using the Procserve Catalogue Builder Overview This topic section describes how you prepare a new catalogue or updates to an existing catalogue ready for import onto the Procserve Commerce Network Importing catalogue information onto the Procserve Commerce Network requires an Excel spreadsheet known as the Procserve Catalogue Builder PCB The latest version of the PCB can be obtained from http www procserve com procserve hosted content documentation Populating the PCB Spreadsheet The following steps describe how you work with the Procserve Catalogue Builder 1 Open the PCB The Instructions sheet is displayed The ProcServe Cata
85. Catalogue to Buyer for validation and upload Purchase from Catalogues Send Catalogue updates to Buyer for Maintain catalogues validation and upload l l l Enhanced Supplier Silver p Upgrade to Creste and use Catalogue Gold res Full Integration P2P Enhanced Supplier Gold Supplier receives and processes Integrate Suppliers System orders in their own system The following list describes each Activity in the above diagram ProcServe ProcServe Holdings Limited 2012 About Procserve Supplier and Buyers e Buyer Invite Supplier s Buyers invite Suppliers to join the Procserve network by providing basic details such as a contact name and email address These basic details will be loaded into our system e Supplier Receive Invitation emails Three emails are sent to the Supplier o A welcome email containing basic instructions and a link to the Registration Portal o An email containing your User id for the Registration Portal o An email containing your password for the Registration Portal e Supplier Registration Portal As a basic Supplier you can only receive Orders as PDF attachments to emails from your clients You can continue receiving your Orders by email or you can go to the Registration Portal and register as a bronze enhanced Supplier e Bronze Suppliers An bronze Supplier can receive Orders from Buyers through the Procserve Supplier
86. Code Classification Description amp Comments Delivery Quantity Unit Price Extended E E Request For Quote SP2905071441 pink eden Manufacturer Mftr ltem Code Description amp Classification Quantity Unit ape Price ne JVC AV2ETAS JC MPIYCAY2ZET45 28 66cm Widescreen TY Flat screen MEAM Stereo 50Hz Scanning 20 Watts RMS Audio Output Fastest Direct Speakers 3 x SCART Connections UNSPSC 52161505 30 00 E amp 15 Jun 2007 0 ho Side AY CMTCcO1 Sony MPCMTE GI 20 RMS 10 THO CD player with pop up eject mechanism COACD RacD UNSPSC 52161510 7 RVY playback Fit tuner 30 presets Basstreble control Balance control 30 00 Bon nent Q d Taxable LE Validity Ext Subtotal 0 00 Subtotal 0 00 Offer Until 27 Nov 2007 ie for 90 days 2 E oon Total 0 00 BP Audit 1 line I The Quote has been created but has no lines it cannot be sent yet You can add lines from the RFQ or items that are not on the RFQ Working with a New Quote Note You work with a new Quote in the same as editing a Quote See Editing an Existing Quote ProcServe ProcServe Holdings Limited 2012 Quotes Creating an Unlinked Quote 5 5 4 Creating an Unlinked Quote Quick Links Topic Overview Creating an Unlinked Quote Overview An Unlinked Quotation is a new Quote that is not being created as a response to a received Request for Quotation Note Not all buying Organisations will accept unlinked documents If the buying Organisation you are creat
87. Creating an Invoice Editing or Viewing Invoices Adding Invoice Lines From an Order The following steps describe how you add one or all items to the Invoice e There are no Invoice lines in the following example Warning No invoice lines tem Shipping Other Charge Line ltem Code Classification Description amp Comments Supplied Quantity Unit Price Extended Tax Rate Line ES E S Order IMPO71304BA Line tem Code Manufacturer Description amp Comments Quantity Unit Price Extended Invoiced Add to mm KU28CS705 Sony 26 66cm Visible FD trinitron WEGA Television 100hz Digital Motion PiCTUREPOWWER Digital Moise Reduction DMR Smart Zoom 4 3 10 00 312 56 3 125 60 aty 10 00 OO Wide 14 9 Mode ATS A4 amp uto start upitne button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te PS2SLIM Sony so E T lighter and network ready Playstation 2 s0 EA 8 55 499 25 ay om city 500 Ou DVS7545MR Pioneer DY D Audio SACd playback Divx playback 5 1 channel audio output PAL Progressive Scan D VD R DVD RW compatible Playback Discs 5 00 EQ 42167 608 35 aty 0 00 Oty DYDVS CDAVICDICDICD RICD RVWIDYD RiDVD RVWDYD ALDIOSACHEACD MULTI 1 Disc Capacity DVD R record e Tip If the Order lines are not displayed and you wish to check them you will need to click the Plus icon Order IMPO 1304BA4 3 Lines e From here you can add all or single items to the document or delete any lines you have added See Adding all
88. D trinitron WEGA Television 100hz Digital Motion Pic TUREPOMUER Digital Moise Reduction ONF Smart Zoom 43 10 00 312 56 3 125 60 aty hoo og Wide 149 Mode ATS uto stat upane button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te PS2SLIM Sony so E Smaller lighter and network ready PlayStation 2 50 A oe eae ay o tity 500 UU DUSTSASMR Pioneer DYD SudioSA4CD playback Divs playback 5 1 channel audio output PAL Progressive Scan DYD R DYD RW compatible Playback Discs 5 00 En haer 608 35 aty 0 00 aty DD S CD VICD ICDICD RICD RWWIDWD RuDVD RWWIDYD AUDIOS ACCES ACC MULTI 1 Disc Capacity DYO record Tax Rate Taxable Tax Terms Ext Subtotal 0 00 Total 0 00 9 Audit 1 fine El Note The Invoice does no yet have any lines You will now have to add lines See Editing or Viewing Invoices Editing Line Details Adding Invoice Lines Based on Order Lines Adding Invoice Lines Not on Order Editing Payment Details Terms Working with Invoices Note You work with the new Invoice page in the same way as the Invoice page See Editing or Viewing Invoices ProcServe ProcServe Holdings Limited 2012 Invoices Creating an Unlinked Invoice 5 8 3 Creating an Unlinked Invoice Quick Links Topic Overview Creating an Unlinked Invoice Overview An Unlinked Invoice is a new Invoice that is not being created as a response to a received Order It should be noted that not all buying Organisations will a
89. December 31st last year To print the report immediately Click and the report will be rendered in a new window ProcServe Holdings Limited 2012 ProcServe Managing Reports Produced 21 Jun 2006 13 41 Received 1 Jun 2006 15 25 19 Jun 2008 11 20 13 Jun 2006 15 13 12 Jun 2006 15 25 From SP Trading PLC SP Trading PLO SP Trading PLC SP Trading PLE No of Requests For Quote 4 To print the document to your printer Click and follow the on page prompts You can close the print preview window by k Clicking ProcServe For IMPAG Business Solutions Limited Request For Quote List For Year 01 Jan Request No SPO208367 SPOS052008 3 SPOS052007 SPO8052008 The Supplier Portal Interface Page 1 of 7 2006 Present Request Date 01 Feb 2006 08 May 2006 20 May 2006 26 May 2006 ProcServe Holdings Limited 2012 The Supplier Portal Interface Managing Reports 4 2 6 4 2 Request For Quote List For Date Range Overview gt Click Gi Standard to view all standard reports gt Click H Request For Quote List For A Date Range to select the Request For Quote List For A Date Range report File our Report Mame Request For Quote List For 4 Date Range Report Type Request For Quote List For 4 Date Range List of requests for quote raised within a selected range of dates From Date Received To Date Received To print the report immediately Click and the report will
90. Document Details Click the Details icon to vew more details See Viewing the Self Bill ProcServe ProcServe Holdings Limited 2012 Credit Notes Self Bill Credit Notes Credit Note Details o Print Document Click the Print icon to print the Self Bill See Printing a Document ProcServe Holdings Limited 2012 ProcServe Credit Notes Self Bill Credit Notes 5 9 6 2 Viewing the Self Bill Credit Note Details Quick Links Topic Overview Using the Self Bill Credit Note Details Page Overview You use the Self Bill Credit Note Details page to view Self Bill Credit Note details See The Self Bill Credit Note Summary Using the Self Bill Credit Note Details Page The following image is an example of a Self Bill Credit Note Details page ProcServe ProcServe NickAnderson Sign Out P E DER EE Ie Home Catalogues Reports Admin Log Out Self Billed Credit Note GODIST SBC 9483 To GO Distribution Limited Dated Received Tax Point Number Currency rs Total Value 17 May 2006 21 Jun 2006 17 0917 May 2006 GODIST SBC 9483 a as 9 482 96 ariz Parties Cr Mote To Cr Note From Ordered By Delivered To Remit To Related Documents Source Self Billed Invoice GODIST SENS Credit Note lines Linelltem Code Classification Description amp Comments Supplied Quantity Unit Price Extended Tax Rate Line Total KV28CS7045 21 Jun 2006 10 00 EFA 5312 56 3 125 60 Standard 3 672 58 26 66cm Visible FD trinitron WEGA Telev
91. Edit icon to edit the Quote See Editing Quotes o Delete Document Click the Delete icon to delete the document A prompt is displayed See Understanding Document Actions gt gt Deleting Documents o Send Document ui Click the Send button to send the document See Understanding Document Actions gt gt Sending Documents e Quote Header Details Details displayed include the following o Dated The date of the document as stated by the buying Organisation o Raised The date and time that the document was raised by the system o Sent The flag indicates the current Quote status Not Sent The Quote has not been sent yet Sent A Quote has been sent o Currency The date amp time that a response is due for the document o Value Excl Tax The total value of the document excluding tax o Total Value The total value of the document including tax if appropriate and known e Parties Details Parties You can display further details about the parties to the Quote by clicking the plus icon next to the Parties button Further details will be displayed Contact Address Communication John Davies SP Trading PLC Units 7 10 Walton Business Park Runcorn Road London N18 E mail jdavies eptrading co uk Tel TST TYH 3000 Direct 44 05207 87 3000 Mobile 44 0 Toor 533519 Fax 44 0207 TST 3001 Derek Bailey MP4 Business Solutions Limited Lantern House Walnut Tree Close Guildford E mail dbaiey impag co u
92. Line ltem Code Aux Description amp Comments Delivery Quantity Unit Price Shipping Hs Extended Tax Rate Line Total Type hid Alea 09 May 1 500 00 4 500 00 Standard 1 762 50 ies al A Installation Services 2007 175 EA 696 28 2 655 64 Standard 3 159 39 ii 175 1 095 03 Standard 1 256 56 Accept gP 17 5 2H r 28 B6om Widescreen NICSM Stereo TY Active 30 Surround Sound Automatic Wide Expansion Midescreen Signalling Plug amp Play with Auto Sorting 2 SCART Sockets 2 RGB input Muti Colour On Screen Display MEAM Stereo Bass pander Dv457545MR DYD SAudio SAcbd playback Dive playback 5 1 channel audio output PAL Progressive Scan DVD R CF compatible Playback Discs DYOSYCDAYCDICDICD RACD RVD D RE RADY D AUDIOA CES ACD MULTI 1 Disc Capacity DYD RVY record Shipment Line Order Line Item Code Item Aux Description amp Comments Done 1 1 KV26C 705 17 Apr 2007 28 66cm Visible FD trinitron WEGA Television 100hz Digital Motion PiCTUREPOWER Digital Noise Reduction DNR Smart Zoom 4 3 Wide 14 9 Mode ATS Auto start up One button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te Quantity 110 00 EA 365 01 Unit Price EA 312 56 Extended Tax Rate 3 125 60 Standard 17 5 The following list describes the fields you can edit and the controls in edit line mode Comments You can add or change comment details in the Item Code field e Shipment Date The
93. Lines Based on INVOICE Lines 239 Adding Credit Note Lines Not on INVOICE ccccccccccccecceceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeenenegy 241 Editing Payinent Details Terns isc ninna a N A 242 Credit Note Error MESS ages isa nl attendre ein tree 243 Sell BILA Cdit NOUS ES ee An meee seal tte aimes 244 The Self Bill Credit Note SUMMALY cc ccsccccccceeeeessssseeeenneeeeeeeeeeeeeeesseeeeeeeesaaeeeeeeeeeeseuseseeseneseesaeeeeeeess 244 View ing the Self Bill Credit Note Details is 246 Part 6 Additional Information 249 6 1 Additional Information Overview ccccccccsceceeeeeeeeeeeeeseeeeeeeeeeeeeenensnsesesnsasaseseeeeesaes 249 6 2 About Procserve Supplier and Buyers ss sssnssssssnrsenennenenenennenenenennenennne 250 6 3 How Tax Values are Calculated cccsceececeeeeeeeceeeseneesneeseseseesneesensesonseseesaeeesneeennes 252 6 4 Legal Requirements for Electronic INVOICING eee ee eee esses seeesesesesesaeaeaeanenes 253 6 5 Legal Requirements for Self Bill Invoices Credit Notes ccsceeeeeeeeeeeeeeeeeeneeeeees 254 ProcServe Holdings Limited 2012 User Guide Contents IV 6 6 ADOUT DUNS ne en ne ee es aas 255 6 7 ADOUT DOCUMENIS Eee R nn a tn its 256 Part 7 Glossary 259 Tals GIOSSAEY esp ne nn nn en ni een einen men nine n tennis entes 259 ProcServe Holdings Limited 2012 About this Guide Introduction 1 About this Guide
94. List For A Date Range Self Bill Credit Note List For A Period Self Bill Credit Note List For A Date Range Terms and Conditions Document Summary For A Period Document Summary For A Date Range ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Managing Reports 4 2 6 2 Working with Reports Quick Links Topic Overview Locating the Reports Page Selecting a Report Entering Report Parameters Scheduling Reports Overview This topic describes how you produce reports To create a report you e Locate the Reports Page See Locating the Reports Page e Select Choose a report from the Report list e Enter Parameters You enter the information that further defines the report information such as periods e Print or Schedule the Report Once you entered your parameters you can print it to PDF or schedule a date and time when it will be printed Locating the Reports Page The following list describes how you locate the Reports page 1 Click the Admin gt gt Reports link in the Page Header of any Supplier Portal page 2 The Report List Page The Report page is displayed ProcServe SUPPLIER PORTAL Scheduled Reports p E Once Only J Each Week I Each Month ie B 3 Monthly a Ca Report Types 3 Select a Report The Report list is a tree control that you navigate to find the report you wish to work with 4 Navigate Report Types gt gt Standard The Standard reports are listed
95. Month 30 Days 90 Days This Year 365 Days Unlimited Tip The time periods are inclusive of the current day o Document Sequence You can choose the sequence of documents displayed in a branch of a tree Options available are by Document Date To sequence by document date select and then choose either Descending iA or OA Ascending 324 Document Number To sequence by document number select O 123 and then choose either Descending DA or OA Ascending 92 e Saving Document Tree Preferences Click the Save icon and the system will remember the current Document tree options ProcServe Holdings Limited 2012 ProcServe The Documents Page The Document Search 5 2 4 The Document Search Quick Links Topic Overview Searching for Documents Saving Document Search Preferences Overview The Document Tree enables you to locate and identify related documents in an expanding hierarchical structure You can find a particular document by entering search criteria Documents matching the search criteria will be listed for easy selection Search Click the Search item from the The Documents Page options the Document Search panel will be displayed ProcServe m Derek Bailey ProcServe Supplier Solutions Limited SUPPLIER PORTAL Home Catalogues Document List Tree DecumentNumbers BA Mo matching documents found Searching for Documents The following list describes how
96. RVY playback Fi tuner 30 presets Bassttreble control Balance control BFS Audit 6 lines The following list describes the RFQ Details page e Document Actions The following document actions may be available depending on context o Back Button Click the Back button to return to the previous page o Print Document Click the Print icon to Print the Document See Printing a Document o View Document Raw Text Click this icon to view the Documents s raw text See Viewing a Document s Raw Text x o Void the Document Click the Void icon to mark the document as void See Marking Documents as Void o Create a Quote from the RFQ Create Quote ii Select this option to create a Quote based on the existing Request For Quote See Creating a New Quote e Document Details Details displayed include the following ProcServe Holdings Limited 2012 ProcServe Request for Quotes The Request for Quote Details Page o Dated The date of the document as stated by the buying Organisation o Received The date and time that the RFQ was received by the system o Respond By The date amp time that a response is due for the document o Quoted Whether the document has been fully partly or not Quoted Flags are No Quote A Quote has not yet been generated for this Request For Quote Partial Quote A Quote has been generated for only some of the lines from the original Request For Quote Quote Generated A Quote has been gener
97. S Leds Debbie Brown Department Accounts E mail debbiebrown gunford org Organisation Gunford Borough Council Tel 01483 302000 Address 9 Bayliss Close Direct Leas Road Mobile Town City Gunford Fax 44 0 870 4673267 County Surrey Postcode GU1 4QL Country GB Cr Note From Julian Sheppard Salient Gradients Lantern House Walnut Tree Close Guildford Surrey GU1 4TX E mail jsheppard salient co uk Tel 01483 466900 UNITED KINGDOM Fax 01483 466901 Ordered By Debbie Brown Accounts Gunford Borough Council 9 Bayliss Close Leas Road Gunford Surrey E mail debbiebrown gunford org Tel 01483 302000 GU1 4QL GB Fax 44 0 870 4673267 Delivered To John Smith Goods in Gunford Borough Council 9 Bayliss Close Leas Road Gunford Surrey GU1 E mail johnsmith gunford org Tel 44 0 1483 4QL GB 466900 Fax 44 0 870 4673267 Remit To Julian Sheppard Salient Gradients Lantern House Walnut Tree Close Guildford Surrey GU1 4TX E mail jsheppard salient co uk Tel 01483 466900 UNITED KINGDOM Fax 01483 466901 You can change or enter the required details as shown above Save Changes Click the Save icon to validate and if valid save your changes Cancel Changes Click the Cancel icon to cancel changes and close Edit mode ProcServe ProcServe Holdings Limited 2012 Credit Notes Editing Credit Notes 5 9 4 4 Editing Line Details Quick Links Topic Overview Editing Credit Note Line Details Delete Credit Note Line Items O
98. Scheduler Working w ith Report Schedules Overview In addition to running ad hoc reports as described in Reports Overview you can also set a schedule fro your reports to run You can set how often you want the report to run and when You can also email Users to let them know the report is ready The following steps describe how you schedule a report 1 Locating the Report Scheduler Select a Report and enter Parameters as described in Working with Reports TE 2 Click the Scheduler icon 3 Working with Report Schedules The Scheduler details are displayed For example Your Report Name Terms and Conditions Report Type Terms and Conditions Terms and Conditions Terms supplier Portal x Frequency Once Only At Time oo 05 Starting On 28 Jan 2009 E mail To nick_lynne lineone com andrew smith procsere com anna mecconnell procserve co_t dalur sehmby procserve com damian pennell procserve cor 4 The following list describes the Scheduler parameters e Frequency Select a Frequency from the drop down Depending on your selection the system will display different fields The following list describes the options o Once Only ASAP The report will run immediately o Once Only As shown in the above image You can select a time and date when the report will run o Each Week When you select Each Week the following options are displayed ProcServe Holdings Limited 2012 ProcServe
99. See Creating a Quote ProcServe ProcServe Holdings Limited 2012 Quotes 147 Editing Quotes 5 5 5 Editing Quotes 5 5 5 1 Editing Quotes Quick Links Topic Overview The Edit Quotes Page Working with Quotes Overview Most details of an existing Quote can be altered and Quote lines added or deleted Note You cannot edit a Quote if it has already been sent to the buying Organisation The Edit Quotes Page You can edit an unsent Quote when you see the edit icon For example in the Documents Quote Summary or Quote View pages See Ihe Documents Page Quote Summary Quote View page 1 Click the Edit icon and the details will be loaded into the Edit Quotes page For example ProcServe NickAnderson Sign Out CH a Ai a ProcServe SUPPLIER PORTAL Home Documents Catalogues Reports Admin Log Out Editing Quote 59 Test To SP Trading PLC Dated Raised Sent Currency Total Value gp Parties Quote To Quote Fram H Delivery SP Trading PLC Units 7 10 Walton Business Park Runcorn Road Trevelyan House Great Peter Street Related Documents Attachments Comments SP290507 1 441 Quote lines Item Shipping Other Charge x 2X Line Item Code Classification Description amp Comments Delivery Quantity Unit Price Extended Tax Rate Line Total JUCAUIETAS 5216150515 Jun 2007 Standard 28 66cm Widescreen TY Flat screen NICAM Stereo SOHz 175 Scanning 20 Vyatts RMS Audio O
100. Test To SP Trading PLC gt P Dated Raised Shipping Date Delivery Date Sent 04 Sep 2007 04 Sep 2007 09 21 04 Sep 2007 04 Sep 2007 00 00 PEN TANT ETS Documents Comments Source OrderIMPO71304 Order IMPO7130d Fulfilment lines K K Line Order Linelltem Code Aux Description amp Comments Quantity Unikatni Dimensions KV28CSr05 10 00 28 66cm visible FO trinitron WEGA Television 100hz Digital Motion Pic TUREPOWER Digital Moise Reduction DNF Smart Zoom 4 3 wide 14 9 Mode ATSAuto start uptone button tuning Auto lablelling Suto sort OSD Menu Sleep Timer 250 Te El Order IMPO 1304 SR MPU Ure DESCTIRNONS Quantity Unit Price StringExtended Fulfilled Add to Fulfilment KU23CS705 Sony 26 Bom visible FD trinitron WEGA Television 100hz Digital Motion PiCTUREPOVVER Digital Moise Reduction DNF Smart EL 312 56 3 125 60 10 00 Zoom 4 3 Vide 14 9 Mode ATS uto start upane button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te Smalen i i wbo E smaller lighter and network ready PlayStation 2 so Fa sees ee ay ow apo aty 500 5 00 DV4S5754S5MR Pioneer DYD SudioS4cd playback Div playback 5 1 channel audio output PAL Progressive Scan OYD RuOYOD RVY compatible Playback Discs DYDSY CDR COICO ICD RICD RVVOVOE RDYD Se CE 009 25 tly Bo O RVVWDYD SUDIS ACD SACD MULTI 1 Disc Capacity DYD RVY record m f Audit 1 line El e Adding Single Order Lines to an Order Response You can
101. Total Value Type 17 Apr 2007 E17 Apr 2007 11 37 Q No 14 233 RC Gace The following list describes the features of Edit mode e Editing the Order Response Date You can click the Calendar icon to change the date e Editing the Order Response Number If you do not have auto numbering switched on you can change the Order Response Number or reference in the Number field See General Admin e Editing the Currency You can click the field to modify the exchange rate for the document Keyed In ProcServe Holdings Limited 2012 ProcServe Orders and Order Responses Managing Your Order Response e Actions Once you have made your required changes you can save or discard your changes o Save Changes Click the Save icon to validate and if valid save your changes o Discard Changes Click the Discard icon to discard you changes and display the Header details in vew mode ProcServe ProcServe Holdings Limited 2012 Managing Your Order Response 5 6 3 4 3 Editing Line Details Orders and Order Responses Quick Links Topic Overview Editing Order Response Line Details Delete Line Items Overview This topic shows you how to edit line items when editing or creating an Order Response See Creating an Order Response Viewing an Existing Order Response Editing An Order Response Editing Order Response Line Details Click the Edit icon next to the line you wish to change For example Response lines Line Order
102. a document o Send a Document lf this is the first time the document has been sent the status will be Ep a confirmation will be displayed For example SUPPLIER PORTAL Home Documents Catalogues Reports Admin Help Send Quote 0000000004 To Teign Once sent this document cannot be recalled for amendment or cancellation Do not send it unless you are sure of the correctness of the content especially items quantities prices tax rates and if in foreign currency exchange rate Click a button either to go back or to send now In future skip this confirmation stage for sending Quotes The following list describes the above page Send Icon a Click the Send icon to send the document ProcServe ProcServe Holdings Limited 2012 Understanding Document Actions z 127 Understanding Document Actions Back Icon to abandon the send and go back to the previous page In future skip this confirmation stage for sending Check box ff you check this box you will no longer be presented with this page in which you confirm your request to send a document o Re sending a Document It is possible to send a sent document again You should do this only when the buying Organisation requests it If you have previously sent a document the confirmation page will appear as below x The following list describes the above page Re Send Icon Click the Re Send icon to re send the document Back Icon to abandon the send and
103. ails Working with a New Quote Overview new Quote based on an existing Request For Quote RFQ can be raised from the Documents Page Request For Quote Summary or Request For Quote Details Page When you first create the Quote you need to add the header details including a manual or automatic Quote number You will then need to add line items either from the RFQ or manually You can then check and change other details such as delivery details and how long the Quote is valid for Locating the Create Quote Page Where you see the following displayed in an RFQ you can select Create Quote and click the Arrow Quote Create The Create Quote page will be displayed ProcServe WickAnderson Sign Out I ProcServe g P SUPPLIER PORTAL Home Documents Catalogues Reports Admin Log Out Creating Quote To SP Trading PLC Value er ee TAA RERET Total Yalue 30 Aug 2007 Aug 5007 ES Aug To p Related Documents Attachments Comments Source Request For Quote Sr SP29050 71441 Warning Quote not saved Line ltem Code Classification Description amp Comments Delivery Quantity Unit Price Extended Tax Rate Line Total a Request For Quote 5P290507144 Line Item Code Manufacturer Mftr ltem Code Description amp Comments Classification Quantity Unit Deliver By Price JVC AUST 45S Je MP AW ETS Me mi Stee NA Seg 2g EL D CR RERCAGRS mo po pama CMTCO1 sony MPEMTE GI BI D ne sun Ta
104. also Non Catalogue Items Goods or services added to a requisition which are not included in a Catalogue Great British Pounds currency Global Trade Identification Number Generic term GTIN representing a family of global data structures including EAN UCC and UPC Free Text Items A database identification field not usually used in the GUI that uniquely identifies a data element Local Area Network Usually your computer is attached to LAN other computers and severs that reside internally within your Organisation This is your organisation s LAN The inability of a user to login to the Procserve Commerce Lock ed Out Network due to the freezing of their user account A lockout occurs after 3 failed login attempts ProcServe ProcServe Holdings Limited 2012 Mass Edit Re Procserve Catalogue Manager The process of editing multiple items in a single operation The Merchant Capacity indicates what level of VAT detail on purchases the merchant is able to provide to the buying Organisation It should only be selected where Payments Accepted Credit Card The Merchant Capacity levels are 0 does not accept credit cards 1 provides basic VAT information 2 provides Summary VAT information 3 provide Line Item Detail In Order to receive either Level 2 or Level 3 VAT information the buying Organisation must use a Purchase Card Purchase Cards are only available to public sector Organisations Merchant C
105. and Number The unique identifier for the Quote e To the buying Organisation to which you will send or have sent the document e Dated The stated date of the document Raised The date amp time that the document was raised e Excl Tax The total value of the document excluding tax and the currency of the document ProcServe ProcServe Holdings Limited 2012 Quotes The Quote Summary e Total The total value of the document including tax and the currency of the document e Related To Any document from which this document was derived or which is derived from this document Tip Clicking on the document number will cause the display to switch to that document e Comments Any comments notes and remarks associated with this document e Status The status of this Quote The following list describes the possible status icons o Q Usually you need to take some action o Q You may need to take some action o Usually you do not need to take further action e Document Actions Not Sent If the Quote has not been sent the following list describes the possible actions from the summary o Document Details Click the Details icon to vew more details See Quote View Edit Page o Print Document Click the Print icon to Print the Request for Quote See Printing a Document o Edit Document Click the Edit icon to edit the Quote See Editing Quotes o Delete Document x Click the Delete icon to delete the document A prompt is d
106. anging Invoice Parties Details e Invoice Line Details You can view or edit the document lines The following list describes line details m Tr o Adding Items not on the Order ltem Shipping Other Charge Check the relevant box before you add lines not on the Order shipping or you can define other items not on the Order Once you have checked the relevant option you click the Plus icon See Adding Invoice Lines Not on Order o Line A number indicating the sequence of the lines o Item Code Classification Description amp Comments The code used for the goods or services any Classification e g UNSPSC codes its description and any comments about the line o Supplied The date the item was supplied o Quantity The number of units of the item ProcServe ProcServe Holdings Limited 2012 Invoices Editing Invoices o Unit The unit of measure of the item o Price The price of one unit of the item o Extended The value of this line of the Invoice excluding tax o Tax Rate The rate of tax that applies to this line of the Invoice o Line Total The value of this line of the Invoice including tax o Edit a Line Item Click this icon the edit the line item See Editing Line Details o Delete Line Item Click this icon to delete the line item See Editing Line Details o Delete All Line Items Click this icon to delete all line items See Editing Line Details e Originating Order Lines Order IMPO 1304BA
107. apacity Maintenance Repair and Operations Products and services that Organisations must obtain to run their day to day business operations See also Source Catalogue A Catalogue created for the purpose of having more than one buying Organisation Multiple Buyer Catalogue re Procserve associated with it and contains data for more than one Catalogue Manager Buyer Used to create Assortment Catalogues Multiple Buyer Catalogues are not exported to Procserve Catalogue Search see also Free Text Items Goods or services added to a Non Catalogue Items ines g requisition that are not included in a Catalogue National Supplies Vocabulary Product classification code originally developed by the NHS and used as a standard in UK government Managed by Coding International Web http codingit co uk Open Catalogue Interface Used by SAP EBP applications to OC communicate with external Catalogue systems eg Procserve Catalogue Search OJEU Official Journal of the European Union Online Procurement for Education Needs An eProcurement OPEN a Marketplace solution designed specifically for schools Purchase to Pay or Procure to Pay The procurement Pop application used to connect to Procserve Catalogue Search The P2P used within the Procserve Commerce Network environment is Procserve P2P ProcServe Holdings Limited 2012 ProcServe V A method of searching catalogues that enables the user to define values fo
108. arning message under the Related Documents area tells you the current status of the Invoice Auto Numbering Disabled If auto numbering for Invoices has been disabled a number must be entered manually Tip The General Admin Module allows you to enable and disable automatic document numbering See General Admin Date Details Click the Calendar icon to change the Dated and Tax Point and Delivery Dates See also Editing Header Details You cannot change the Raised date ProcServe Holdings Limited 2012 ProcServe Invoices Creating a New Invoice Save Invoice Once you have made any changes to the Dates and checked the details you click the Save icon to save the Invoice For example ProcServe NickAnderson Sign Out D ProcServe SUPPLIER PORTAL Home Documents Catalogues Reports Admin Log Out Editing Inveice 110 Test To SP Trading PLC a Value Dated Raised Tax Point Sent Currency Lun Tax Total Value E Farties Invoice To Invoice From Ordered By Delivered To Remit To aaa Documents Comments Source Source Order IMPO7130484 IMPOT1TS0464 Warning No invoice lines ltem Shipping Other Charge Ka Line ltem Code Classification Description amp Comments Supplied Quantity Unit Price Extended Tax Rate Line E5 Order IMPO71304BA e B Line Item Code Manufacturer Description amp Comments Quantity Unit Price Extended Invoiced Add to at Sony 26 66cm Visible F
109. ated for all of the lines from the original Request For Quote o Currency The currency of the RFQ The default currency for the Supplier Portal is GBP Pounds Sterling If an alternate currency has been used by the sender of this document the Currency field will display the following Alternate Currency The image below shows the Euro EURO as the currency Rate The rate is the currency applied exchange rate between this currency and GBP in the image 1 494 Source The Source is the source for the exchange rate e g HMRC For example e Parties Details Parties You can display further details about the parties to the RFQ by clicking the plus icon next to the Parties button Further details will be displayed Contact Address Communication Requested By John Davies SP Trading PLC Units 7 10 Walton Business Park Runcorn Road Landon M18 FYH E mail jdaviesmeptrading cowuk Tek 757 3000 Direct 44 00207 787 3000 Mobile 44 077887 533519 Fax 44 01207 87 3007 Tip El When the details are open click the Minus button to hide them Delivery Details Delivery You can display delivery information for the RFQ by clicking the plus icon next to Delivery button Contact Address Communication Deliver To John Davies Zanzibar Demonstration Organization Good SP Trading PLC Units 7 10 Yatton E mail jdaviessptrading couk Direct 44 07207 Business Park Runcorn Road Trevelyan House Great Peter Street Lando
110. ation Description amp Comments The code used for the goods or services any classification e g UNSPSC codes its description and any comments about the line o Supplied The date the item was supplied O Quantity The number of units of the item o Unit The unit of measure of the item o Price The price of one unit of the item o Extended The value of this line of the Invoice excluding tax o Tax Rate The rate of tax that applies to this line of the Self Bill Invoice O Line Total The value of this line of the Invoice including tax e Invoice Footer Details Invoice footer details include o Tax Rate The total tax values o Terms Terms of the Self Bill Invoice o Total Summary of the total value of the Invoice including tax e Audit P Audit The Audit contains details about the transmission and any status changes Click the Plus icon next to the Audit button to display further details For example Audit Event 21 Jun 2006 15 23 Receive document Document received at 21 06 2006 15 23 04 21 Jun 2006 15 25 Route Document Completed Routing Document 21 Jun 2006 15 25 Storing document Document type is SelfBilledinvoiceEBIS309 21 Jun 2006 15 25 Process Document Completed Processing Document 21 Jun 2006 15 25 Update Audit Status Complete Update Of Audit Status 21 Jun 2006 15 25 Ending Processing Processing Ended ProcServe ProcServe Holdings Limited 2012 Credit Notes The Credit N
111. atus to Credit Noted so that the Order is no longer at status Awaiting Invoicing o Resend Document Click the Send Resend icon to resend the document to the Buying Organisation See Understanding Document Actions gt gt Sending Documents ProcServe ProcServe Holdings Limited 2012 Credit Notes 227 Creating a New Credit Note 5 9 2 Creating a New Credit Note Quick Links Topic Overview Locating the Create Credit Note Page Working with Credit Notes Overview new Credit Note based can be raised from several pages See The Credit Note Summary Editing or Viewing Credit Notes You will need to inspect the header details for the Credit Note and save it before you can add lines send or make changes to the Credit Note Locating the Create Credit Note Page Where you see the following you can select Credit Note from the drop down and click the Arrow icon Create Credit Note The create Credit Note page is displayed for example ProcServe NickAnderson Sign Out 62 ProcServe j SUPPLIER PORTAL Home Catalogues Reports Admin Log Out Creating Credit Note To SP Trading PLC Raised Tax Point Currency LEE Total Value Excl Tax 05 Sep 207 See essere Pele Related Documents Comments Warning Credit Note not saved Line Item Code Classification Description amp Comments Supplied Quantity Unit Price Extended Tax Rate Line Total Invoice 110 Line Item Code Ma
112. bout DUNS A DUNS Number is a nine digit code assigned by Dun amp Bradstreet to identify unique business s separate and distinct operations There is no charge to obtain a D amp B DUNS number for your business and it can make it easier for your customers to do business with you You can apply for a unique DUNS number on the Dun amp Bradstreet website at http douk dnb com Forms DUNS_Request asp If you do not have one central sales Order processing site you will need to obtain a separate DUNS number for each Ordering location In this event and to avoid misunderstanding please check with your head office to determine which if any DUNS number may have already been allocated The process for application to Dun amp Bradstreet should take no longer than two weeks You may wish to apply now if your Organisation does not already have a DUNS Number ProcServe Holdings Limited 2012 ProcServe About Documents 2 6 7 About Documents Quick Links Topic Overview About Orders About Invoices Overview This section provides descriptions of documents you work with in th Procserve Trading System About Orders Orders received into the Supplier Portal can have potentially two Order line types commodity based Order lines and service based Order lines Both types of Order lines can be Invoiced from the Supplier Portal Commodity Based Commodity based Order lines are identified by containing the following data e Order Qua
113. box to the left of the Sync text to enable orders Invoices or Credit Notes to be processed by spConnect e g M Sync orders This will enable the spConnect functionality If at any point the soConnect solution needs to be disabled for this document type this tick should be removed Within the field currently entitled Select a connector use the drop down list to select the format of the document that you would like to download upload Current formats include Sage Generic File Zanzibar and XML If XML is selected further XML format types are displayed for selection Enter a Target folder on the local machine where your orders will be delivered to and your Invoices and Credit Notes will be picked up from e g Target folder ciepConnect Orders ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface 78 Company Admin Repeat this process for all document types to be exchanged with the Supplier Portal va spConnect spConnect Settings no Connect enabled Deliver documents to buyers automatically Sync orders XML File Target folder C Temp Orders Target AML standard cXML 1 2 016 Sync invaices XML File Source folder C iTempiinvoices Target AML standard cXML 1 2 016 Sync credit notes XML File Source folder C Temp Credit_Notes Target AML standard cXML 1 2 016 Should you need to download the spConnect Installer please use the link below Click here to download spConnect should you
114. button to delete the message Click the Cancel button to cancel the deletion e Save Changes Click the Save icon to validate and if valid save your changes e The message is displayed on the Supplier Portal Home Page Prior to sending any catalogue changes to SP Trading please check with the Catalogue manager that the correct discounts have been applied ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface 73 Company Admin 4 2 5 4 Buyer Relationships Admin Quick Links Topic Overview Locate the Buyer Relationship Page Buyer List Buyer Relationship Details Overview The Buyer Relationships Admin page allows you to create and change the way you receive orders an Request for Quotes Note Notifications are processed by email If you wish to add Fax and SMS notifications please contact us See Getting Support Locating the Buyer Relationships Admin Page The following list describes how you locate the Buyer Relationships page 1 Click the Admin gt gt Company Admin link in the Page Header of any Supplier Portal page The General Admin page is displayed 2 Click the Relationships link in the Admin Menu bar The Buyer Relationships page is displayed ProcServe SUPPLIER PORTAL General Addresses Users Messages Buying Organisation Marketplace Relationship Defaults DCSF Zanzibar DCSF Testing School OPEN Teign Zanzibar The above image shows your current Buyers list to the left o
115. c Capacity DYD RYY record Note The warning message under the Related Documents area tells you the current status of the Fulfillment Notification Auto Numbering Disabled If auto numbering for Fulfillment Notifications has been disabled a number must be entered manually Tip The General Admin Module allows you to enable and disable automatic document numbering See General Admin Date Details Click the Calendar icon to change the Dated Shipping Date and Delivery Dates if you wish See Editing Header Details You cannot change the Raised date ProcServe Holdings Limited 2012 ProcServe Fulfillment Notifications Creating a New Fulfillment Notification Save Fulfillment Notification Once you have made any changes to the Dates and check the Order details you click the Save icon to save the Fulfillment Notification Note The Fulfillment Notification does no yet have any lines You will now have to add lines See Adding Fulfillment Notification Lines Based on Order Lines Editing a Fulfillment Notification Editing Line Details Working with a Fulfillment Notification Note You work with the new Fulfillment Notification page in the same way as the Editing a Fulfillment Notification page See Editing a Fulfillment Notification ProcServe ProcServe Holdings Limited 2012 Fulfillment Notifications Editing Fulfillment Notifications 5 7 3 Editing Fulfillment Notifications 5 7 3 1 Editing Fulfillment Notifications
116. cServe Holdings Limited 2012 ProcServe
117. cate and select a image file Note Changes are validated and if valid saved when you click the Save Changes button Registered Name This is the name the company is registered in Enter the Web Site URL You can change the default contact email for your Organisation You can change the contact telephone number You can change the contact fax number You can change the address for your Organisation You can change the city town for your Organisation You can change the county for your Organisation You can select the country for your Organisation Post Code You can change the post code for your Organisation As shown in the image below we hold a short name for your organisation Delivery options sys Sele zlzls ci sisi 2 S alaj a 3 z 2 lt 8 D 5 D z 3 D If you wish to you can supply a description of what your organisation Description does This is a good opportunity to type in as much information about your organisation as this is a searchable field ProcServe ProcServe Holdings Limited 2012 Admin Menu Edit Organisation Other information Short name PSSul Leave blank if none provided c Lesve blank if none provided Delivery options Green credentials Description Tip Other details may be displayed here depending on what we have setup To change any of these details please contact Support See Getting Support 4 Editing System Settings Details Select the System S
118. cations e Comments You can add or change comment details in the Item Code field e Quantity You can change the Quantity e Delivery The date on which the goods or services will be delivered Click the Calendar icon to select a new date e Packaging Enter the Packaging details e Dimension Data Select from the drop downs the dimension details quantity and unit The following list describes the Dimensions area m o Add Dimension Click the Plus icon to the right of the Dimension headers to add a Dimension row o Type Select a Dimension type from the drop down o Quantity Enter a quantity o Unit Enter a unit for the dimension o Delete Dimension x You can click the Delete icon next to a dimension to remove the relevant dimension e Save Changes Click the Save icon to validate and if valid save your changes e Cancel Changes Click the Cancel icon to cancel changes and close Edit mode Delete Line Items The following list describes how you can remove one or all lines from a Fulfillment Notification e Delete Single Line To remove a single line from the document click the Delete icon for that line item e Delete All Lines X Click the Remove All icon to remove all lines from the document ProcServe ProcServe Holdings Limited 2012 Fulfillment Notifications 7 197 Editing Fulfillment Notifications 5 7 3 4 Adding Fulfillment Notification Lines Based on Order Lines Quick Links Topic Ov
119. ccept unlinked documents if the buying Organisation you are creating the Unlinked Invoice for does not support unlinked documents the following features will not be available Creating an Unlinked Invoice Unlinked Invoices when available are created in the Document Tree as described in the following list Documents Click the Documents option in the main menu The Documents page will display For example k Click the Documents option in the main menu The Documents page will display e g as shown below SUPPLIER PORTAL Tree Search Not Yet Viewed Tree Navigate to and click the click the Tree option from the Documents options and the tree panel will be displayed Click on the name of the Buying Organisation you wish to create an Unlinked Invoice for For example ProcServe Holdings Limited 2012 ProcServe Invoices Creating an Unlinked Invoice z rR All Buying Organisations EB Quotes Provisional Purchase Orders CG Confirmed Part Orders CG Orders a Responses Ca Fulfilment CG Invoices E O Credit Notes Ro DCSF MT Request For Quotes CG Quotes C4 Provisional Purchase Orders 9 Confirmed Part Orders CG Orders 3 Responses CG Fulfilment CG Invoices 9 Credit Notes 7 ahem est For Quotes e Details for the Buying Organisation appear in the Document Summary left hand panel For example SP Trading PLC Registered Name Telephone
120. ces created yesterday This Week all Invoices created this week start day is Sunday Last week all Invoices created last week Sunday to Saturday This Month all Invoices created from the 1st of the current month Last Month all Invoices created last month This Year all Invoices created this year start date is 1st January Last Year all Invoices created last year January 1st to December 31st last year To print the report immediately Click and the report will be rendered in a new window ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Managing Reports Produced 17 Apr 2007 16 23 Raised 05 Jan 2007 15 05 05 Jan 2007 15 07 05 Feb 2007 10 05 22 Feb 2007 11 26 13 Mar 2007 11 10 14 Mar 2007 11 24 02 Apr 2007 10 32 03 Apr 2007 14 12 03 Apr 2007 15 30 03 Apr 2007 15 38 04 Apr 2007 16 42 10 Apr 2007 10 53 12 Apr 2007 09 59 17 Apr 2007 15 24 No of Invoices 14 To Invoice No Sent SP Trading PLC 58 Yes GO Distribution Limited 59 Yes SP Trading PLC 546 Yes SP Trading PLC 64 Yes SP Trading PLC 67 Yes SP Trading PLC 69 Yes SP Trading PLC 71 Yes SP Trading PLC 72 No SP Trading PLC 73 No SP Trading PLC 74 No SP Trading PLC 75 No SP Trading PLC 76 No SP Trading PLC 77 No SP Trading PLC 78 No Report Totals To print the document to your printer For IMPAQ Business Solutions Limited gt Click l and follow the on page prompts You can close the print pr
121. commended screen resolution 1024 x 768 pixels Recommended browsers Microsoft Internet Explorer 5 Mozilla 1 5 Mozilla Firefox Netscape 6 i Supplier Portal is owned and hosted by ProcServe Supplier Solutions Limited ProcServe Supplier Solutions Limited is a limited company registered in England and Wales with registration number 3800294 Its registered office is 123 Buckingham Palace Road London SWd1W 9SR Gi Visit our website www procservesuppliersolutions com to find out more about ProcServe m El View our Privacy Policy and Acceptable Use Policy Elam Terms amp Conditions Effective From supplier Portal 21 Jul 2008 Zanzibar 21 Jul 2006 2 The following list describes the About Supplier Portal page The Procserve software version and recommended page resolution System Information and browsers are displayed Supplier Portal Ownership You can find out about us in this area Web Site Address Click the link to access the Procserve home page erie ane ci Click the links to find out about these Use Policies Terms and Conditions A link and Effective From date is supplied for each Marketplace When you have finished you close this page in the usual way for your operating system ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Company Admin 4 2 5 Company Admin 4 2 5 1 Company Admin Overview The Admin page is used to view or change your company details You can view or change general c
122. cribes how you locate and use the Change Password page 1 Click the Admin gt gt Change Password link in the Page Header of any Supplier Portal page Reports Admin Help Change Password Company Admin The Change Password page is displayed Change Password Current Password Tip About Passwords Acceptable passwords have at least 8 characters and do not consist entirely of letters or entirely of numbers or entirely of punctuation Password validation is case sensitive i e lower and upper case letters are treated as different So make sure that you know in which case you are typing Password characters are always masked for security purposes 2 Enter your existing password the new password you wish to use and then enter the new password again 3 Click the Save icon to save the new password Wrong Current Password lf you have not entered the current password incorrectly the following message is displayed Change Password Current Password not entered correctly Enter the details again and click the Save icon Password not Matching ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Changing Your Password If you have not entered matching new passwords the following message is displayed Change Password New Passwords do not match Cunent Password O New Password Repeat New Password Enter the details again and click the Save icon ProcServe ProcSer
123. cs DC SV CDN CACO O R D RO D DD D RAID DOUCE ACDS ACC MULTI 1 Diac Capacity DVD R The line is displayed in edit mode for example ProcServe Derek Bailey ProcServe Supplier Solutions Limited Help amp Information SUPPLIER PORTAL Home Documents Catalogues Reports Admin Log Out Editing Fulfilment 9000000011 Test To SP Trading PLC Dated Raised Shipping Date Delivery Date Sent 04 Sep 2007 04 Sep 2007 09 21 04 Sep 2007 04 Sep 2007 00 00 Related Documents _ Comments Source OrderIMPO71304 Source OrderIMPO71304 IMPO 1 S04 Fulfilment lines Line Order Line ltem Code Aux Description amp Comments Quantity Unit Packaging Dimensions 1 1 KU28CS705 EA R in x 26 66cm Visible FO trinitron WEGA Television 100hz Digital Motion PiCTUREPCYVER Digital Moise Reduction DNF Smart Zoom 4 5 wide 14 9 Mode ATS 4uto start upfOne button tuning Auto lablelling Suto sort OSD Menu Sleep Timer 250 Te Smaller lighter and network ready PlayStation 2 Es e e DY D Audio SACD playback Dive playback 5 1 channel audio output PSL Progressive Scan DYO ROYD RVY compatible Playback Discs DV VCD M COCO ICD RACD RYVIDY D RE Order IMPO71304 3 lines ES Audit 1 line The following list describes the fields you can edit and the controls in edit line mode ProcServe Holdings Limited 2012 ProcServe Fulfillment Notifications Editing Fulfillment Notifi
124. ct Subject New Task Provide the catalog Dear Joe Smith Catalog Tracker Task Provide the catalog for Catalog BuyerName SupplierWame Catt Edition Edition No 6 2010 03 22 has been assigned to you and can be processed in PCM System ProcServe Holdings Limited 2012 ProcServe Admin Menu Catalogue Management 3 1 4 3 1 Importing Future Prices This section describes the process a supplier will follow to pre load multiple future prices for existing Items lf a Supplier would like to pre load multiple future prices for their existing items they will need to do a catalogue import for each price period For example There is an existing catalogue with a price effective date 01 01 2011 and an expiry date 01 02 2011 The Supplier would like to load future prices for 02 02 2011 01 03 2011 and 02 03 2011 01 04 2011 1 Open the Catalogue Builder 2 Click on Header data tab and ensure the Transaction tab is set to T UPDATE PRODUCTS Meherisitni LIPO ATE PRODUCTS 3 Click on Your Content tab change the Action column to UPDATE for those line items you are updating prices for UPDATE 4 Change the price effective and price expiry columns to your next price period e g 02 02 2011 and Price Expiry Date 01 03 2011 02 02 2011 01 05 2011 Please note ensure the Price effective and Price expiry dates do not overlap the existing items Please note any ite
125. cy The image below shows the Euro EURO as the currency Rate The rate is the currency applied exchange rate between this currency and GBP in the image 1 494 Source The Source is the source for the exchange rate e g HMRC For example Currency EUR o Value Excl Tax The total value of the Order excluding tax o Total Value The total value of the document including tax if appropriate and known Parties Details Parties You can display further details about the parties to the document by clicking the plus icon next to the Parties button Further details will be displayed Contact Address Communication Ordered By John Davies Accounts Payable Units 7 10 Walton Business Park Runcorn Road London N18 E mail ordersieptrading co uk Fax 44 0 207 TST TYH United Kingdom 3001 Invoice To John Davies Accounts Payable Units 7 10 Watton Business Park Runcorn Road London N18 E mail ordersi eptrading co uk Direct 44 0207 Tar TYH United Kingdom 3000 Delivery Details Delivery You can display delivery information for the RFQ by clicking the plus icon next to Delivery button Contact Address Communication Deliver To Goods In Warehouse Goods In Warehouse Units 7 10 Walton Business Park Runcorn Road London E mail orders eptrading co uk N18 TYH United Kingdom Delivery Date Delivery Method Delivery Instructions ES Related Documents Other documents that are associated with this documen
126. d a document Documents marked as Void can still be viewed and printed but other functions are not available Reasons for doing this may be that your Organisation is not able to supply the items or that the buying Organisation no longer requires the items H when you Click the Void icon a prompt is displayed ProcServe Holdings Limited 2012 ProcServe 4 Derek Bailey ProcServe Supplier Solutions Limited Help amp Information Understanding Document Actions Understanding Document Actions Microsoft Internet Explorer Ed Void this document Are you sure Click the OK button to mark the document as void Click the Cancel button to cancel the void document operation Note Once the document is marked as Void you cannot change the status back e Deleting a Document bx This icon allows you to delete a document Documents that have been raised by your Organisation and have not yet been sent to the buying Organisation may be deleted Note A document cannot be deleted after it has been sent to the buying Organisation You will not be able to view print or perform any other actions on deleted documents XI when you Click the Delete icon a prompt is displayed Microsoft Internet Explorer x D Delete this document Are you sure Click the OK button to mark the document as void Click the Cancel button to cancel the void document operation e Send or Re Send a Document Click this icon to send or re send
127. d from the 1st of the current month Last Month all Self Billed Invoices received last month This Year all Self Billed Invoices received this year start date is 1st January Last Year all Self Billed Invoices received last year January 1st to December 31st last year To print the report immediately Click and the report will be rendered in a new window ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface Managing Reports Produced 23 Jun 2006 10 11 For IMPAQ Business Solutions Limited Page 1 of 1 Self Billed Invoice List For Year 01 Jan 2006 Present Raised Fram Invoice Mo Sent Excl Tax Total Value 16 Jun 2008 16 47 GO Distribution Limited eae i21 No 1828 50 2 157 80 ose GODISTISBUS4 y B32 GODISTISBUS4 y 63 3 es GODISTISELUS py a 070 60 Bis ane GODISTISBUS4 py a 070 60 ENS E No of Self Billed Invoices 3 Report Totals 34 118 20 21 Jun 2006 16 25 GO Distribution Limited 22 Jun 2006 16 22 GO Distribution Limited 23 Jun 2006 06 20 GO Distribution Limited 23 Jun 2006 06 24 GO Distribution Limited To print the document to your printer Click me and follow the on page prompts You can close the print preview window by k Clicking ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Managing Reports 4 2 6 4 10 Self Billed Invoice List For A Date Range Overview gt Click Standard to view all standard reports b Cl
128. der Ka You can change the order notifications are received in by selecting an item and clicking the relevant icon ProcServe Holdings Limited 2012 ProcServe Company Admin The Supplier Portal Interface 4 2 5 5 spConnect Admin Overview spConnect is a software solution that provides the ability to download documents e g received orders and upload documents e g Invoices Credit Notes from the Supplier Portal to a computer within your own network This download upload facility is a crucial stage in providing integration with your existing sales order processing invoicing systems and removes the need to manually duplicate transactions received and transmitted by the Supplier Portal NOTE spConnect is a value added service and will only be available once a commercial arrangement has been agreed with Procserve Supplier Solutions Limited For more information send an email to enquiries procserve or Pre Registration Once a commercial agreement for the use of soConnect has been reached with Procserve Supplier Solutions Limited the soConnect admin settings will be displayed General Addresses Users Messages Buyer Relationships SPConnect Clicking on the spConnect tab will display the following page spConnect Registration Before you use spConnect you need to register Click the button below to complete your registration An email will be sent to you containing your registration key which you will need when
129. der MPOT 1304564 Response lines Shipping ES Line Order Line ltem Code Aux Description amp Comments Delivery Quantity Unit Price Extended Tax Rate ae Type 1 1 KU26CS 705 31 Aug 10 00 Ea 312 56 3 125 60 Standard 3 672 56 Backorder 26 66cm Visible FD trinitron WEGA Television 100hz 2007 17 5 Digital Motion PiCTUREPOVVER Digital Moise Reduction ONR Smart Zo0m 43 Wide 149 Mode 4ATS Suto start Upfone button tuning Suto lablelling Auto sort OSD Menu Sleep Timer 250 Te PS 5LIM 31 T Cd on 55 OE 25 un ES B2 Peckorcer J Smaller lighter and network ready PlayStation 2 T CE 5 J 31 Aug ni aa By B08 35 Standard a 5i BackOrder on DYD AudioSACD playback Dive playback 5 1 channel 2007 17 5 audio output FAL Progressive Scan DW D RO D Ray compatible Playback Discs DDS CD COICO ICD RACD RADY D RE D RO D AUDOS ACD ACD MULTI 1 Disc Capacity D YD Rvy record Quantity Quantity Quantity Quantity Responded Sony 28 66cm Visible FD trinitron WEGA Television 100hz Digital Motion Pi TUREPOVVER Digital Moise Reduction DMR Smart Zoom 4 35 Vide 149 Mode 10 00 EA 312 56 3 125 60 city 10 00 ATS 4uto start upfone button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te e The Reject All Type The Reject All type is used when all lines from the originating Order are not accepted e g prices are incorrect or stock is not available Using the type of Reject All from the Order Response creation page will automat
130. der Responses 170 Managing Your Order Response Accept All All Order lines have been accepted as correct and stock is available See Accept All Type below Back Order All All Order lines have been accepted but have been placed on back Order See Back Order All Type below Reject All All Order lines have been rejected See Reject All below Detail Selected Order lines may be rejected or placed on back Order each line will be allocated it s own status See Detail Types below Save Order Response Once you have selected an Order Response type and if auto numbering is not switched on entered an Order Response number click the Save icon to save the header and create the document For example ProcServe MickAnderson Sign Out CJ ProcServe SUPPLIER PORTAL Home Documents Catalogues Reports Admin Log Out Editing Response 0000000028 Test To SP Trading PLC Value Exel Tax Total Value Type Related Documents Attachments Comments Source Order IMPO71 30454 D Response lines Shipping Line Order Line tem Code Aux Description amp Comments Delivery Quantity Unit Price Extended Tax Rate Toa Type Dated Raised Sent Currency 31 T niga 55 a 25 o A Bz T m a T5 Quantity Quantity Quantity Quantity Responded 28 66cm Visible FD trinitron WEGA Television 100hz Digital Motion Pi TUREPOVVER Digital Noise Reduction DMR Smart Zoom 4 35 Vide 14 9 Mode 10 00 EA 312 56
131. ders Ca Responses EE Fulfilment CN Invoices Ea Self Billed Invoices i Credit Notes Bl La Self Billed Credit Note i GO Distribution Limited a CN Requests For Quote BE Orders CN Invoices Gl O Credit Motes a uP SP Trading PLC H Ca Requests For Quote Ca Quotes Ca Orders CE Responses Ca Fulfilment hi Each Organisation you trade with is represented as a top level group Note There is also a group for all buying Organisations if you have multiple Buyers Each document type you have for each buying Organisation is displayed Within the document type are further folders holding documents at specific statuses Within the status folder are the documents and where necessary you can drill down to related documents Using the Document Tree e The following list describes how you use the Document Tree o Expanding a Folder To expand a folder you click the Plus icon For example ProcServe Holdings Limited 2012 ProcServe The Documents Page The Document Tree Document List Tree Search 90 Days Poa s Er La All Buying Organisations a DE Requests For Quote H Ca Quotes i Orders Yeh Ga Al 7 Not Yet Viewed H Awaiting Response H Awaiting Fulfilment a E Awaiting Invoicing H E Responses The above image shows the contents of the Orders folder within the All Buying Organisations o You can expand further levels until a document is displayed Document List Tr
132. ders received this week start day is Sunday Last week all orders received last week Sunday to Saturday This Month all orders received from the 1st of the current month Last Month all orders received last month This Year all orders received this year start date is 1st January Last Year all orders received last year January 1st to December 31st last year To print the report immediately Click 4 and the report will be rendered in a new window ProcServe ProcServe Holdings Limited 2012 Managing Reports Produced 17 Apr 2007 16 17 For IMPAQ Business Solutions Limited The Supplier Portal Interface Order List For Year 01 Jan 2007 Present Received 22 Jan 2007 17 30 13 Mar 2007 11 04 14 Mar 2007 11 18 15 Mar 2007 15 29 02 Apr 2007 11 40 10 Apr 2007 10 52 11 Apr 2007 14 37 11 Apr 2007 17 10 12 Apr 2007 09 59 13 Apr 2007 10 19 17 Apr 2007 13 58 17 Apr 2007 13 59 17 Apr 2007 13 59 No of Orders 13 From SP Trading PLC SP Trading PLC SP Trading PLC SP Trading PLC SP Trading PLC SP Trading PLC SP Trading PLC SP Trading PLC SP Trading PLC SP Trading PLC SP Trading PLC SP Trading PLC SP Trading PLC To print the document to your printer gt Click and follow the on page prompts You can close the print prevew window by Clicking ProcServe Holdings Limited 2012 ProcServe Order No IMP2761 1242 P130307110100 SP140307111100 SJPPODemo002 DO0
133. e You can click the Calendar icon to change this date e Actions Once you have made your required changes you can save or discard your changes o Save Changes Click the Save icon to validate and if valid save your changes o Discard Changes Click the Discard icon to discard you changes and display the Header details in vew mode ProcServe ProcServe Holdings Limited 2012 Fulfillment Notifications Editing Fulfillment Notifications 5 7 3 3 Editing Line Details Quick Links Topic Overview Editing Fulfillment Notification Line Details Delete Line tems Overview This topic shows you how to edit line items when editing or creating a Fulfillment Notification See Editing a Fulfillment Notification Creating a New Fulfillment Notification Editing Fulfillment Notification Line Details A Click the Edit icon next to the line you wish to change For example Fulfilment lines X X Line Order Line ltem Code Aux Description amp Comments Quantity Unit Packaging Dimensions KV23CS705 10 00 EA 28 66cm Wisible FD trinitron WEGA Television 100hz Digital Motion PiCTUREPOVVER Digital Moise Reduction ONF Smart Zoom AS Wide 14 9 Mode ATS Auto start upione button tuning Auto lablelling Suto sort OSD Menu Sleep Timer 250 Te DE e ee Smaller lighter and network ready Playstation 2 DVS7545MR CYD SudigSA4cd playback Divx playback 5 1 channel audio output PAL Progressive Scan D y D RDYD Rv compatible Playback Dis
134. e Cancel icon to cancel changes and close Edit mode ProcServe ProcServe Holdings Limited 2012 Invoices Editing Invoices 5 8 4 4 Editing Line Details Quick Links Topic Overview Editing Invoice Line Details Delete Invoice Line Items Overview This topic shows you how to edit line items when editing or creating a Invoice See Creating a Invoice or Editing Invoices Editing Invoice Line Details Click the Edit icon next to the line you wish to change For example Invoice lines Item Shipping Other Charge gt lt gt lt Line ltem Code Classification Description amp Comments Supplied Quantity Unit Price Extended Tax Rate Line Total KV23CS705 3125 67 Apr 2007 10 00 EA 312 56 3 125 60 Standard 3 672 55 Ay 26 66cm Wisible FD trinitron WEGA Television 100hz Digital Motion 17 5 PICTUREPRONUER Digital Noise Reduction DMR Smart zoom 4 3 Wide 14 9 Mode ATS uto start upvOne button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te PS2SLIM 499 257 Apr 2007 EA 99 55 499 25 Standard 566 62 Smaller lighter and network ready PlayStation 2 17 5 5 00 DYS75ASMR 60 35 17 Apr 2007 5 00 EA 121 67 605 35 Standard 714 514 DYD SudiaSAcd playback Dive playback 5 1 channel audio output 17 5 PAL Progressive Scan DYD ROYO RYY compatible Playback Discs DOVES YCOYCIICOICD RICD ReVDYD RuDYD RiDYD SAUCES ACCES SEC MULTI 1 Disc Capacity DY D RyY record The line is displayed in edit mode
135. e Code communications with members as well as special projects and initiatives as determined both by the UNDP and member requests Web http www gs1us org and http www uc council org United Nations Development Program The UNDP own all UNDP rights to the UNSPSC and appointed the Uniform Code Council UCC as code manager Web http www undp org UNECE United Nations Economic Commission for Europe UNECE Recommendation 20 The unit of purchase used in the Procserve Commerce Network Web http www unece org United Nations Standard Products and Services Code An international standard product classification code structure UNSPSC developed jointly by the UNDP and D amp B Preferred classification code of the OGC and the mandatory classification system for the Procserve Commerce Network Web http www unspsc org Unit of Measure Referred to in the Procserve Commerce Network as the Unit of Purchase See also UNECE Recommendation 20 Universal Product Code Widely used bar code symbology developed originally by the grocery industry used for product UPC marking Five versions of UPC exist See also EAN An online database for UPC codes exists at http www upcdatabase com Uniform resource Locator An internet address United States Dollar Currency A specific validation test for testing the quality of data Validation Rule Re Procserve Validation Rules are grouped together to form Validation Catalo
136. e Document x Click the Delete icon to delete the document a prompt is displayed See Understanding Document Actions gt gt Deleting Documents o Send Resend Document Click the Send Resend button to send or resend the document See Understanding Document Actions gt gt Sending Documents ProcServe ProcServe Holdings Limited 2012 Orders and Order Responses Managing Your Order Response 5 6 3 2 Creating an Order Response Quick Links Topic Overview Locating the Create Order Response Page Working with a New Order Response Order Response Types Overview A new Order Response based on an existing Order can be raised from the Order Response Summary in the Documents page or in the Order Response View page See Ihe Documents Page Order Response Summary Viewing an Existing Order Response You will need to inspect the header details for the Order Response and save it before you can send or make changes to the Order Response Locating the Create Order Response Page Where you see the following displayed you can select Create Response and click the Arrow icon Create Res ponse The Create Response page is displayed ProcServe ProcServe MickAnderson Sign Out oe SUPPLIER PORTAL Creating Response To SP Trading PLC pated Raced son Currency zm ea eed Documents CEANN Comments Source Source Order IMPO71304BA IMPO 1 S0464 Warning Order Response not saved Home Documents Catalogues Reports
137. e name Browse Overwrite document if it already exists in this folder e The following list describes how you use the above page o Browse to Upload File If you are uploading a new attachment click this button to locate and select the attachment document from your system Note ff the attachment name is already being used in the Document Repository a prompt is displayed You can choose to overwrite the existing document or cancel the operation or you could rename the attachment and perform the upload again o Upload Document __Uelead Document Click this button to upload the document to the Document Repository e Select Existing Uploads ee lf you are uploading an attachment you have previously uploaded to the Document Repository click on the option A list of all attachments previously uploaded by your company will be displayed For example ProcServe Holdings Limited 2012 ProcServe Understanding Document Actions Document Attachments Select an existing document or upload a new document Upload New Select Existing Search Any documents that are available for you to view are retrievable from this screen To help locate your documents quickly use the search function by entering either the name or description of the document Use as a wild card Name Description Reference Created Fram Date Created To Date My documents only Available Documents File Name Description Admin Laptop Details xls Invoic
138. e of the document including tax and the currency of the document e Related To Any document from which this document was derived or which is derived from this document Clicking on the document number will cause the display to display to that document e Comments Any comments notes and remarks associated with this document e Sent Whether or not you have sent the document to the buying Organisation The following list describes the possible status icons O O No ProcServe Holdings Limited 2012 ProcServe Invoices Self Bill Invoices o Yes e Document Actions The following list describes the possible actions from the summary for a Self Bill that has not been sent o Document Details Click the Details icon to vew more details See Viewing the Self Bill Invoice Details o Print Document Click the Print icon to print the Self Bill See Printing a Document ProcServe ProcServe Holdings Limited 2012 Invoices Self Bill Invoices 5 8 6 2 Viewing the Self Bill Invoice Details Quick Links Topic Overview Using the Self Bill Invoice Details Page Overview You use the Self Bill Invoice Details page to view Self Bill Invoice details See The Self Bill Invoice Summary Using the Self Bill Invoice Details Page The following image is an example of a Self Bill Invoice Details page ProcServe NickAnderson Sign Out ProcServe i SUPPLIER PORTAL Home Catalogues Reports Admin Log Out Self Bill
139. e required details as shown above Save Changes Click the Save icon to validate and if valid save your changes Cancel Changes Click the Cancel icon to cancel changes and close Edit mode ProcServe ProcServe Holdings Limited 2012 Quotes Editing Quotes 5 5 5 4 Changing Quote Delivery Details Quick Links Topic Overview Entering or Editing Quote Delivery Details Overview Delivery Details can be added to or changed in an unsent Quote You do this when editing or creating a Quote See Creating a Quote or Editing Quotes Entering or Editing Quote Delivery Details Delivery Details 8 Delivery You can display delivery information for the Quote by clicking the plus icon next to Delivery button Te Delivery M ES Deliver To deliver to SANCTUARY BLDG GREAT SMITH ST WESTMINS SANCTUARY BLDG GREAT SMITH E mail darryl owen Procserve org Tel 0870 000 2288 ST WESTMINSTER London London SW1P 3BT GB Fax 01928 794248 Tip El When the details are open click the Minus button to hide them Click the Edit icon for a particular row to enter Edit mode For example SR Paties Contact Address Communication ES Quote To Mr Jones ts Department Purchasing E mail MrJones lumberjack co uk Organisation Lumberjack Ltd Tel 7999 9999 Address 23 Oplus Place Direct Mobile Town City Downhampton Fax 7999 9998 County Kent Postcode DN7
140. ected line will be removed from the Quote e Delete All Lines from Quote x x Click the Remove All icon to remove all lines from the Quote ProcServe Holdings Limited 2012 ProcServe Quotes Editing Quotes 5 5 5 7 Adding Quote Lines Not on Request For Quote Quick Links Topic Overview Adding Quote Lines Not on RFQ Overview In addition to adding lines from the RFQ you may wish to add other lines to the Quote The Supplier Portal allows three types of additional lines e An Item line for normal goods and services e A Shipping line for charges related to the delivery of goods e An Other Charge line for charges not directly related to delivery You do this when editing or creating a Quote See Creating a Quote or Editing Quotes Adding Quote Lines Not on RFQ The following steps describe how you add none RFQ lines to the Quote e Select one of the line types from the item type options tem Shipping Other Charge m Click the Add Other line icon next to the item type options e The system displays a new line item in Edit mode For example 3 Shipping H250 000 EEK 000 H Save Changes Click the Save icon to validate and if valid save your changes Cancel Changes Click the Cancel icon to cancel changes and close Edit mode ProcServe ProcServe Holdings Limited 2012 Quotes Editing Quotes 5 5 5 8 Editing Validity Settings Quick Links Topic Overview Editing Validity Se
141. ed Invoice GODIST SBI 9483 2 From GO Distribution Limited Dated Received Tax Point Number Currency eee a Total Value 11 May 2006 24 Jun 2006 15 2511 May 2006 GODIST SBIN483 2 ee in is 9 482 96 Flap Parties Invoice To Invoice From Ordered By Delivered To Remit To Related Documents Source Order IMPS4e3 Self Billed Credit Mote GODISTIS 60 9455 Comments THE WAT SHODAN IS YOUR OUTPUT TAX DUE TO CUSTOMS amp EXCISE Invoice lines Linelltem Code Classification Description amp Comments Supplied Quantity Unit Price Extended Tax Rate Line Total KU26CS 705 21 Jun 2006 10 00 ES 312 56 3 125 60 standard 3 672 58 26 66cm Visible FD trinitron WEGA Television 100hz Digital Motion 17 5 PICTUREPCVVER Digital Noise Reduction OMR Smart Zoom 4 3 Wide 14 9 Mode ATS 4 amp uto start upane button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te 2a 2 997 60 standard 3 510 43 28 66cm Widescreen MEAM Stereo TY Active 30 Surround Sound 17 5 Automatic Wide Expansion videscreen Signalling Flug amp Play with Auto Sorting 2 SCART Sockets 2 RGB input Muti Colour On Screen Display MICAM Stereo Bass Xpander DOT Y2630G6 1 957 40 28 66Cm screen size 16 9 Widescreen display METAM stereo sound SOHZ scanning Full auto search memory ON timer Sleep timer 16 94 3 format change Auto Tuning system RCA jackHeadphone jack Terms Tax Rate Taxable Tax WAT Standard 17 5 6 070 60 1 412 36
142. ee Search 90 Days Oi OH 921 dat CE i All Buying Organisations H C Requests For Quote H C3 Quotes gt Orders th DOA 7 ve CS Not Yet Viewed La Awaiting Response SP120407100000 14 Mar 2007 E Invoice 77 12 Apr 2007 SP100407105GHI D 14 Mar 2007 nE SP100407105000 P 14 Mar 2007 amp SJPPODemo002 14 Mar 2007 IN DO020407003 14 Mar 2007 DO020407002 14 Mar 2007 H H C Awaiting Fulfilment ET Ill ll When a document is displayed in the Document tree the details are displayed in the Document Summary In the above example both SP1204 and Invoice 77 would activate the Document Summary See Document Page Overview gt gt Document Page Summary Understanding Document Actions Overview Tip You can also expand your documents with different starting points for example Credit Note which will then show any related Invoice and then Order documents o Collapsing Folders Click on the icons to collapse branches of the tree hiding the lower levels e Document Tree Filters You can can apply filters to the tree to show only the documents matching your criteria o Time Period To enable document date filtering simply select your preferred data period from the drop down list as shown below ProcServe ProcServe Holdings Limited 2012 The Documents Page The Document Tree This Year _M 2 Days This Week T Days This
143. efining acceptable formats and content for sending documents by electronic means The individual or combined elements or properties of data Data Key that are used to determine the uniqueness of a Catalogue item A Dun and Bradstreet Number DUNS numbers or correctly D U N S Numbers are issued owned and solely maintained by Dun amp Bradstreet Corporation and are used in the main for credit risk management and corporate authentication The DUNS Numbers DUNS Number is a unique nine digit identification sequence which provides unique identifiers of single business entities while linking corporate family structures together When a business is entered into the D amp B business information database each distinct business location that it has is assigned its own DUNS Number V L European Article Numbering Widely used bar code EAN symbology used for product marking Two versions of EAN exist See also UPC The EAN system is managed worldwide by EAN International Web http www ean int org Electronic Business Interchange Standard see XML A eBis standard defining acceptable formats and content for sending documents by electronic means SAP Enterprise Buyer Professional A procurement EBP application which can be integrated for use as the P2P system within the Procserve Commerce Network A product classification system that has been developed to enable products materials merchandise and services to be organised in a logical str
144. ents notes and remarks associated with this document e Sent Whether or not you have sent the document to the buying Organisation The following list describes the possible status icons ProcServe Holdings Limited 2012 ProcServe Orders and Order Responses Managing Your Order Response o Q No o Yes e Document Actions Not Sent The following list describes the possible actions from the summary when the document has not been sent o Document Details Click the Details icon to vew more details See Viewing an Existing Order Response o Print Document Click the Print icon to Print the document See Printing a Document o Edit Document Click the Edit icon to edit the document See Editing an Order Response o Delete Document x Click the Delete icon to delete the document a prompt is displayed See Understanding Document Actions gt gt Deleting Documents o Send Resend Document Click the Send Resend button to send or resend the document See Understanding Document Actions gt gt Sending Documents e Document Actions Sent The following list describes the possible actions from the summary for a document that has been sent o Document Details Click the Details icon to vew more details See Viewing an Existing Order Response o Print Document Click the Print icon to Print the document See Printing a Document o Edit Document Click the Edit icon to edit the document See Editing an Order Response o Delet
145. ents Attachments Comments source Request For Quote i Floor Plan Diagram pelt sPOFO041 3001 Ciuote lines Linelltem Code Classification Description amp Comments Delivery Quantity Unit Price Extended Tax Rate Line Total JVCAV28T45 52161505 01 May 2007 30 00 EA 245 56 7 366 30 Standard 6 655 99 26 66cm Widescreen TW Flat screen MEAM Stereo 50Hz Scanning 17 5 20 atts RMS Audio Output Fastest Direct Speakers 3 x SCART Connections Side Aw CMTCO1 5216151008 Dec 2006 30 00 ES 125 45 3 703 50 Standard 4 351 61 20 RMS 10 THOT CD player with pop up eject mechanism CCD 17 5 RICD RVY playback Fiii tuner 30 presets BassAreble control Balance control 3 Shipping 12 50 12 50 Standard 14 69 Shipping 17 5 Tax Rate Taxable Tax Validity Ext Subtotal 11 082 80 VAT Standard 17 5 14 082 80 1 939 49 Offer Until 11 Jul 2007 ie for 90 days Tax 1 939 49 Total 13 022 29 ma ES Audit 4 lines The following list describes the Quote Details page e Document Actions The following document actions may be available depending on context o Back Button Click the Back button to return to the previous page o Print Document Click the Print icon to Print the Document See Printing a Document o View Document Raw Text Click this icon to view the document s raw text See Viewing a Document s Raw Text ProcServe ProcServe Holdings Limited 2012 Quotes The Quote Details Page o Edit Document Click the
146. enu Sleep Timer 250 Te Dated Received Responded Fulfilled Invoiced Currency z PS2SLIM Sony 13 Apr 2007 99 55 499 25 Standard 556 62 Smaller lighter and network ready PlayStation 2 17 5 3 DVS57545MR Pioneer 3 Apr 2007 DYD Audio S ATD playback Dive playback 5 1 channel audio output PAL Progressive Scan D D FuDYD RY compatible Playback Discs OVS CD CHIC IICD RICD RYIDY D DD w D AUDIS CCS ECO MULTI 1 Diac Capacity DYD RYY record FS Audit 7 lines Viewing Order Details The following list describes the Order Response page e Document Actions The following actions where relevant and available allow you to progress and perform operations on the document ProcServe Holdings Limited 2012 ProcServe Orders and Order Responses View ing the Order Details o Back Button Click the Back button to return to the previous page o Print Document Click the Print icon to Print the Document See Printing a Document o Viewing the Document s Raw Text LA Click the Raw Text icon to view Raw text for this Order See Understanding Document Actions gt gt View Raw text x o Void Document Click the Void icon to mark the Document as Void See Understanding Document Actions gt gt Marking Documents as Void Note A prompt will be displayed select the relevant action o Create Order Response eate Response Select this option and click the Arrow icon to create an Order Response based on the selected Ord
147. er See Creating an Order Response o Create Fulfillment Notification feat Fulfilment Select this option and click the Arrow icon to create a Fulfillment Order based on the selected Order See Creating a New Fulfillment Notification o Create Invoice 2ate Invoice ad Click this item to create a new Invoice based on the selected Order See Creating a New Invoice e Document Details The document details are displayed include the following o Dated The date of the document as stated by the buying Organisation o Received The date and time that the document was received by the system o Responded Whether an Order Response has been created either fully or partly for the Order Flags are Not Responded Responded o Fulfilled Whether a Fulfillment Notification has been created either fully or partly for the Order Flags are Not Responded Responded o Invoiced Whether an Invoice has been created either fully or partly for the Order Flags are Not Responded Responded Toggle Invoiced Status Click to change the Invoiced status ProcServe ProcServe Holdings Limited 2012 View ing the Order Details Orders and Order Responses E o Currency The currency of the document The default currency for the Supplier Portal is GBP Pounds Sterling If an alternate currency has been used by the sender of this document the Currency field will display the following Alternate Curren
148. er Solutions Limited and its group companies 1 Definitions and Interpretation 1 1 In these Conditions unless the context otherwise requires the following expressions have the following meanings Content means any material displayed on the Portal Electronic Documentation means catalogues purchase orders requisitions acknowledgements invoices and any other documentation or data which you receive or issue via or in connection with the Portal Force Majeure means circumstances beyond the reasonable control of a party which have a material adverse effect on that party s ability to perform its obligations under these Conditions Products means goods and or services which you provide to Subscribing Buying Organisations in respect of which you may issue Electronic Documentation via the Portal Product Supply Contract means the contract or other arrangements governing the supply of Products from you to a Subscribing Buying Organisation Subscribing Buying Organisation means any buying organisation which has concluded an agreement with us to use tha Maral in arear ta anand and rasan Claatenania Maamantatian in and fram san and athar nnnnlinra To print the document to your printer Click and follow the on page prompts You can close the print prevew window by Clicking ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Managing Reports 4 2 6 4 16 Document Summary Fo
149. er Response Response lines Shipping X Line Order Linetem Code Aux Description amp Comments Delivery Quantity Unit Price Extended Tax Rate ue Type 1 1 KU28CS705 15 May 10 00 EA 312 56 3 125 60 Standard 3 672 58 Accent g gt A x 28 66cm Visible FD trinitron WEGA Television 100hz 2007 17 5 Digital Motion Pic TUREPOVVER Digital Noise Reduction OMFS Smart Z00m 4 3 Wide 14 9 Mode ATS 4uto start upfone button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te 2 PS2SLIM 15 May Ee 99 85 499 25 Standard 586 62 Accept gt ocela x Smaller lighter and network ready PlayStation 2 2007 17 5 3 DVS57545MR 15 May ai 121 67 608 35 Standard 714 51 Accent gt a DYD AudiVvS ACD playback Div playback 5 1 channel 2007 17 5 audio output PAL Progressive Scan DW D RO O R compatible Playback Discs CDS YCD CCDA RICD RVWD Y D RO D RVYDYD AUDIOS ACD SACD MULTI 1 Diac Capacity DYD record Note All lines will be added with the status of Accept e Adding Single Order Lines to an Order Response You can add single items to an Order Response For example when you wish to change the Type or if you wish to add only selected lines o Change the quantity for commodity based Order lines or a value for service based Order lines DV575ASMR Pioneer DVD Audio SACD playback DivX playback 5 1 channel audio output PAL 3 Progressive Scan DVD R DVD RW compatible Playback Discs 5 00 EA 121 67 608 35 Qty
150. er output of 40w ims Large LCD display Game mix function amplifier Power output 20w x2 mms 3 mode Graphic Equaliser LOD display 10 digit x2 Deliver To GO Distribution Limited Unit 26 Surrey Technology Park Old Guildford Road GU1 STG United Kingaomi Contact Steve Highway E mail accounis gcodisinbutoncouk Direct 01498 43354 DVPNS3555 Mult purpose DVONCD Player Precision Drive 3 o Print the Document Click and follow the on page prompts ProcServe ProcServe Holdings Limited 2012 Understanding Document Actions Understanding Document Actions o Close the Window Click the Close icon to close the window e Viewing a Documents Raw Text You may have a requirement to view the text of the electronic document that was transmitted between the buying Organisation and this Supplier Portal system This will not be in the conventional form that you are used to seeing a printed document but ina format and language that is more easily understood by computer systems For example ProcServe SUPPLIER PORTAL m Raw text of Order IMP3131 1 From GO Distribution Limited lt xml version 1 0 encoding UTF 8 gt SSS lt Order xmins urn schemas basda org 2000 purchaseOrder xdr 3 01 gt lt OrderHead gt Home Catalogues Reports Admin Log Out lt Schema gt lt Version gt 3 09 lt Version gt lt Schema gt lt Parameters gt lt Language gt en_GB lt Language gt lt DecimalSeparat
151. ersions can be created manually and are also created automatically before each import Catalogue Version Re Procserve Catalogue Manager The process of running macros to test and validate Catalogue data in the Procserve Catalogue Builder before the creation of the BMEcat file Check Data re Procserve Catalogue Builder The product classification code associated to an item It is Class Code mandatory in Procserve Commerce Network catalogues that all items are coded to the UNSPSC A cookie is a small piece of data which is sent from a website to a web browser and stored locally on a users PC The use of cookies enables a Web site to become more interactive with its users The Procserve Commerce Network Cookie uses session cookies to ensure that a user is recognised when they move from page to page within the Marketplace and that any information entered is remembered Unlike normal cookies session cookies are deleted from the users PC when they log out Common Procurement Vocabulary A product classification system derived from the UN Common Procurement CPV Classification and adopted as an EU standard Used for public procurement and public sector reporting and used to drive OJEU Notices Web http www simap eu int ProcServe ProcServe Holdings Limited 2012 C C S Comma Separated Value A flat file format sometimes used for data import or export Commerce eXtensible Mark up Language see also XML A XM standard d
152. erview Adding Fulfillment Notification Lines From an Order Adding all Order Lines to a Fulfillment Notification Adding Single Order Lines to a Fulfillment Notification Delete Line tems Overview This topic describes how you can inspect the Fulfillment Notification and then add all Order lines to the Fulfillment Notification when editing or creating an Fulfillment Notification See Creating a New Fulfillment Notification Editing a Fulfillment Notification Adding Fulfillment Notification Lines From an Order The following steps describe how you add add one or all items to the Fulfillment Notification e There are no lines in the following example ProcServe ma Derek Bailey ProcServe Supplier Solutions Limited Help amp Information SUPPLIER i nae Home Documents Catalogues Reports Admin Log Out Editing Fulfilment 0000000011 Test To SP Trading PLC Dated Raised Shipping Date Delivery Date Sent 04 Sep 2007 04 Sep 2007 09 21 04 Sep 2007 04 Sep 2007 00 00 Related Documents Attachments Comments Source Order IMPO71304 ee Warning No fulfilment lines Line Order Line ltem Code Aux Description amp Comments Quantity Unit Packaging Dimensions ES Order IMPO71304 5 6 Lin A Manufar DE ipon Quantity Unit Price SwingExtended Fulfilled Add to Fulfilment KV2 CS705 Sony 28 66cm Visible FD trinitron WEGA Television 100hz Digital Motion PICTUREPCYVER Digital Moise Reduction DNF Smart
153. es e Audit Audit The Audit contains details about the document and any status changes Click the Plus icon next to the Audit button further details are displayed For example ProcServe ProcServe Holdings Limited 2012 Fulfillment Notifications Editing Fulfillment Notifications Date amp Time Audit Event Details 17 Apr 2007 14 50 Document created Fulfilment 0000000006 created by dbaileyimpag co uk Derek Bailey ProcServe Holdings Limited 2012 ProcServe Fulfillment Notifications Editing Fulfillment Notifications 9 7 3 2 Editing Header Details Quick Links Topic Overview Editing Header Details Overview When you are creating wewing or editing Fulfillment Notifications you may need to change the header details See Creating a New Fulfillment Notification Editing a Fulfillment Notification You can change the dates Editing Header Details Click the Edit icon next to the Header details shown highlighted Shipping Date Delivery Date Sent 17 Apr 2007 17 Apr 2007 14 50 17 Apr 2007 17 Apr 2007 00 00 The Header details are displayed in Edit mode For example Dated Raised Shipping Date Delivery Date Sent or HA The following list describes the features of Edit mode Fulfillment Notification Date You can click the Calendar icon to change this date e Fulfillment Notification Shipping Date You can click the Calendar icon to change this date e Fulfillment Notification Delivery Dat
154. es 56 Copy of rfq xls Copy of rfq xls Darryl User Profile doc Darryl User Profile doc Document Repository Comments doc Document Repository Comments doc Document Repository Comments doc ote 16 C C IMPAG Response for Secondary Meeting Room doc Qu l Ai nvoice0052 pdf nvoicel0S2 pdf Lucy Profile doc Lucy Profile doc e The following list describes how you select and attach an existing document o Select one of the attachments from the list by clicking on the File Name o Save Attachment E Click the Save icon to save the attachment to the document for example Attachments Name Floor Plan Diagram pdf http SVVELL 68 AllDocs DocVig See Replacing or Removing Attachments below o Cancel Without Saving Click the Cancel button to cancel changing or adding the attachment The attchment is added For example Attachments l Floor Plan Diagram pdf Replacing or Removing Attachments When a Quote has an attachment it it is displayed in the attachments area of the create or edit document page For example ProcServe ProcServe Holdings Limited 2012 Understanding Document Actions Document Attachments Attachments Il Floor Plan Diagram pdt The following list describes the Attachments controls e Edit Attachment To edit an attachment click the Edit icon e Remove Attachment To remove an attachment click the Delete icon ProcServe Holdings Limited 2012 ProcServe Understanding Docu
155. etails Quick Links Topic Overview Entering or Editing Invoice Party Details Overview Party Details can be added to or changed in an unsent Invoice You do this when editing or creating a Invoice See Creating a Invoice or Editing or Viewing Invoices Entering or Editing Invoice Party Details Parties Details ti Parties You can display further details about the parties to the Invoice by clicking the plus icon next to the Parties button Further details will be displayed GR Parties M Contact Address Communication Invoice To John Staples cae Gunford Borugh Council Chase House Rakes Park Road Gunford GY4 8ZG Tel 44 0 1483 466900 Fax 44 0 870 4673467 Invoice From Julian Sheppard Salient Gradients Lantern House Walnut Tree Close Guildford Surrey GU1 4TX E mail julian sheppard procserve com Tel 01483 United Kingdom 466900 Fax 01483 466901 Ordered By Tammy Williams Administration Gunford Borough Council Tandem Buildings Norcross Lane Gunford E mail tammy williams Gunford org Tel 44 0 1483 GY5 3TA GB 466900 Fax 44 0 870 4673467 Delivered To Tammy Williams Administration Gunford Borough Council Tandem Buildings Norcross Lane Gunford E mail tammy wiliams Gunford org Tel 01253 GY5 3TA GB 856123 Fax 44 0 870 4673467 Remit To Julian Sheppard Salient Gradients Lantern House Walnut Tree Close Guildford Surrey GU1 4TX E mail julian sheppard procserve com Tel 01483 United Kingdom 466900 Fax 014
156. ete icon to delete the document a prompt is displayed See Understanding Document Actions gt gt Deleting Documents o Send Document Click the Send Resend icon to send the document to the Buying Organisation See Understanding Document Actions gt gt Sending Documents Tip ui If for some reason you are not allowed to send the document yet the Send button will be disabled For example you have to add line items before you can send a document e Document Actions Sent The following list describes the possible actions from the summary for a document that has been sent o Document Details Click the Details icon to vew more details See Editing or Viewing Invoices o Print Document Click the Print icon to Print the Request for Quote See Printing a Document not be supplied you can set the status to Invoiced so that the Order is no longer at status Awaiting Invoicing o Create Credit Note eate Credit Note Click the Create Credit Note icon to create a Credit Note for this Invoice See Creating a New Credit Note ProcServe ProcServe Holdings Limited 2012 Invoices Creating a New Invoice 5 8 2 Creating a New Invoice Quick Links Topic Overview Locating the Create Invoice Page Working with Invoices Overview A new Invoice based can be raised from several pages See The Invoice Summary Editing or Viewing Invoices You will need to inspect the header details for the Invoice and save
157. ettings tab and click the Edit System Settings button The following list describes the Edit System Settings page You can view your DUNS number You cannot change your DUNS number Default Language You can select a different default language from the drop down Homepage Feeds These are the default options for the Users in your organisations These are the default roles available for your Users When an option is checked it is can be checked on the Edit User page User Roles ProcServe Holdings Limited 2012 ProcServe Admin Menu Edit Organisation Edit System Settings PS Supplier Solutions Ltd DUNS number 230078672 System set up Default language English UK F Welcome message Homepage feeds M Message Of The day F News MF Supplier Basic User roles M Supplier Super User save Changes Tip What you see here is set by the Procserve administrator If you require other roles in your organisation check with Support See Getting Support You can change a Users role using the Edit User feature 4 Editing Commodity Settings Details Select the Commodity Settings tab and click the Edit Commodities button You can drill down into each category as shown in the screen shot below Once you have selected the appropriate category click on Save Changes ProcServe ProcServe Holdings Limited 2012 Admin Menu Edit Organisation Back without saving changes Welfare to Work Energy Waste Management Logistics
158. evew window by Clicking ProcServe Excl Tax 1 500 00 332 06 5 283 87 312 56 6 811 32 1 500 00 5 283 87 1 792 56 3 491 31 5 283 87 0 00 0 00 0 00 4 233 20 35 327 96 Page 1 of 1 Invoice List For Year 01 Jan 2007 Present Total Value 1 762 50 SSP 390 17 GBP 6 208 55 GSP 367 26 GSP 8 003 31 GSP 1 762 49 EUR 6 208 55 GSP 2 106 26 GSP 4 102 29 GBP 6 208 55 GSP 0 00 SSP 0 00 G8P 0 00 GSP 4 974 01 SBP 41 510 37 GaP ProcServe Holdings Limited 2012 The Supplier Portal Interface Managing Reports 4 2 6 4 8 Invoice List For Date Range Overview Click Standard to view all standard reports Click H Invoice List For A Date Range to select the Invoice List For A Date Range report el Your Report Name Report Type From Date Received To Date Received To print the report immediately Click and the report will be rendered in a new window Produced 17 Apr 2007 16 25 For IMPAQ Business Solutions Limited Page 1 of 1 Invoice List 01 Jan 2007 to 17 Apr 2007 Raised To Invoice No Sent Excl Tax Total Value 05 Jan 2007 15 05 SP Trading PLC 58 Yes 1 500 00 1 762 50 GSP 05 Jan 2007 15 07 GO Distribution Limited 59 Yes 332 06 390 17 GBP 05 Feb 2007 10 05 SP Trading PLC 546 Yes 5 283 87 6 208 55 GSP 22 Feb 2007 11 26 SP Trading PLC 64 Yes 312 56 367 26 SBP 13 Mar 2007 11 10 SP Trading PLC 67 Yes 6 811 32 8 003 31 GSP 14 Mar 2007 11 24 SP Trading PLC 69 Yes 1 500 00 1 76
159. ew Quick Links Topic Overview The Document Page The Document List The Document Summary Overview The Documents page provides a list of documents you can view as tree or list You can filter this list by document type status and time criteria You can also search for documents When a document is selected a summary is displayed This summary allows you to view document details find out related documents and to perform a number of actions inclduing progressing the document The Documents Page Documents o load the Documents page at any time you click the Documents item option in the Pager Header The Documents page will display for example ProcServe MickAnderson Sign Out A ProcServe S EH EREA RT Home Reports Admin Log Out Tree Search es Awaiting Invoicing Unlimited HF Valuelg Ve Number z ig Buying Organisation SP Trading PLC SP Trading PLC ee Lau 6 208 55 GBP SP Trading PLC eae 6 208 55 GBP SP Trading PLC The following list describes the document page components as numbered above gt Order 7 IMPO7 130464 Test Create Response x oP Trading PLC Dated Received Excl Tax Tota Related to From Comments Responded Oo Fulfilled Qo Invoiced Pat Excl Tax e The Document List 1 The document list displays all documents matching the filter and document view type see
160. ew all standard reports b Click Terms and Conditions to select the Terms and Conditions report Use the drop down menu to select a specific marketplace each marketplace will have its own terms and conditions The default marketplace of Supplier Portal will display the standard terms and conditions of use for the Supplier Portal Your Report Name Terms and Conditions Report Type Terms and Conditions Terms and Conditions TermsID Supplier Portal To print the report immediately Click and the report will be rendered in a new window Produced 07 Sep 2007 09 15 For ProcServe Supplier Solutions Limited Page 2 of 4 Conditions for use of ProcServe Supplier Portal THESE CONDITIONS ARE NOT INTENDED TO OVERRIDE THE TERMS OF ANY EXISTING AGREEMENT WHICH YOU MAY HAVE WITH US TO THE EXTENT THAT THERE IS ANY INCONSISTENCY WITH SUCH AN EXISTING AGREEMENT THE TERMS OF THE EXISTING AGREEMENT SHALL APPLY Except as set out above these conditions as amended from time to time as set out below Conditions govern your access to and use of the ProcServe Supplier Portal Portal By accessing and using the Portal you agree to be bound by these Conditions In these Conditions any use of the words you your or similar expressions shall mean you the organisation accessing the Portal or your employees The terms we us our or similar expressions shall mean ProcServe Suppli
161. example they will be able to change some or their own organisation or users details load and approve catalogues l Supplier who can perform a sub set of the services that the Supplier Basic User Ba organisation has been configured for Supplier User Types Matrix The following table shows the User types and Procserve features lV Indicates that the service is available for the User type Indicates that the service is not available for the User type Menu Feature Supplier Supplier Basic Super User Edit Organisation oe a Catalogue Management Us ew ProcServe ProcServe Holdings Limited 2012 Admin Menu User Management ProcServe Holdings Limited 2012 ProcServe Admin Menu User Management 3 1 2 2 Adding a User _ 2 Overview You can add a new user to your organisation if you have the role of supplier super user Adding a New User The following steps will show you how to navigate to the User Management page and add new users 1 Navigate Admin Menu gt gt User Management gt gt Add a User User management Add a user Title Me First name D CS Last name Username This will be generated by the system Email address PO Confirm Email address PO 2 Enter the details of the user Note Email address must be unique for each user 3 When complete click Save at the bottom of the screen You will be shown the success notification as shown below User management view User
162. ext Click here to configure spConnect settings how to config soConnect Configuring soConnect The spConnect configuration page is displayed below spConnect Settings E Deliver documents to buyers automatically E Syne orders Select a connector Sync invoices Select a connector C Syne credit notes Select a connector Should you need to download the spConnect Installer please use the link below Click here to download spConnect should you need a reminder of your registration key please use the link below Click here to email registration ke The ispConnect enabled checkbox field will be greyed out A tick will appear in this box automatically once the installation of soConnect has been completed on the client workstation z Deliver documents to buyers The automatically field allows you to determine if documents you upload to the Supplier Portal e g Invoices should automatically be sent to your buying Organisations If this is required a tick should be entered if however you would prefer to manually transmit these documents to your buying Organisations via the Supplier Portal un tick this checkbox spConnect currently provides the ability to download received orders and upload Invoices and Credit Notes Although all of these document types are supported you may only require one or two to be enabled To enable spConnect to work with your required document types apply the following settings Click on the check
163. f the area The right hand side of the area allows you to add change and view Buyer Relationships 3 The Buyer List This is a list of existing Buyers The following list describes the Buyer list e Relationship Defaults You can set defaults that are applied to any new Buyer Click the link to display the defaults in the Buyer Relationship Details area See Buyer Relationship Details below e Buying Organisation This is the name of the Buyer To view or change the Buyer Relationship details click the Buying Organisation name to open the Buyer Relationship Details area See Buyer Relationship Details below 4 Buyer Relationship Details You can change Buyer Relationship details in the area to the right of the page ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface 74 Company Admin Relationship and Notification DCSF Code for Your Organisation PSS996 7 Your Code for Them DCSFO1 Wat Evidence Invoices I Document Notification Request For Quote E mail To PO nick P Supplier com Buyer PSupplier com E mail with PDF Order To Orders PSupplier com nick PSupplier_org SMS Notification To WK CODES WK Wok Go Fax copy of Order To 5 The following list describes how you use this area e Code for your Organisation This is the account code you wish to use e Your Code for them This is the code you wish them to use for you e VAT Evidence Invoices Check this field if you need
164. gn out you should close the browser session for the Supplier Portal and return to the Procserve Portal to access the Supplier Portal Signing in to the Supplier Portal Enter your username and password to log in ProcServe SUPPLIER PORTAL Welcome to Supplier Portall Please identify yourself ue SCS Password Forgoten B Sign In Incorrect User ID or Password If you enter an incorrect User ID or Password Procserve will display an error message For example ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Signing Into the Supplier Portal Welcome to Supplier Portal Please identify yourself Invalid User ID or Password Please try again UserID jHaroldUser PS com Password Forgotten B sign In If you have forgotten your password Enter your Username and click this icon and the system will mail you your password Tip Locked Out If you enter an incorrect password too many times usually three your account will be locked out and you will need to contact the help desk See Getting Support Logging out Click the Log Out link in the top menu bar 5 p OF ProcServe NickAnderson Sign Out Home Documents Reports Admin Help ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface 57 Changing Your Passw ord 4 2 2 Changing Your Password This topic is for Suppliers who sign into the Supplier Portal directly The following des
165. gue Manager Profiles which can be associated with a Catalogue or Organisation VAT Value Added Tax ProcServe ProcServe Holdings Limited 2012 Glossary 267 Extensible Mark up Language see also cXML A type of web page that allows large amounts of data to be shipped across the internet in a compact format while retaining the information in distinct fields that can be used for integration with a database The Zanzibar Managed Service is the UK public sector eProcurement managed service delivered by Procserve It is available under a framework agreement to all English Wales and Northern Irish public sector Organisations Zanzibar is a web based purchase to pay P2P and electronic Marketplace solution It provides a common hosted platform for ePurchasing and elnvoicing Zanzibar Managed Service The Procserve Commerce Network Catalogue Content Management System The application into which the BMEcat file is imported for the creation management and approval of Supplier catalogues Catalogues are exported from Procserve Catalogue Manager to Procserve Catalogue Search Procserve Catalogue Manager Procserve Commerce Network Catalogue System The application into which catalogues are imported from Procserve Catalogue Search Procserve Catalogue Manager where they are hosted for P2P and ERP systems to access ZIP File A tile that has been compressed for ease of transmission ZMP Forum Zanzibar Marketplace Forum Pro
166. h their expiry date Tip Suppliers do not need to use T UPDATE PRODUCTS to update a catalogue If the Supplier wants to replace the existing catalogue with an update the transaction tab can be left as T_NEW_CATALOGUE and the header data stays the same Within the Item data leave the Action column as Add and then just make the changes to the data as required ProcServe Holdings Limited 2012 ProcServe Admin Menu Catalogue Management 4 Uploading Images If you have any images for your catalogue items you should also populate the relevant fields PicNamel 2 amp 3 and supply the images in a compressed file Overall file size to be no greater than 35 MB Tip You can use jpeg jpg image formats All images must be in a zipped zip folder no larger than 35MB before they are uploaded 5 Running Check Data Supplier When all data has been entered you can run a test to check the data Click the Check Data button in the Catalogue Builder Toolbar Start test MW Header data lw Data type of Fields MW Action code hk Mandatory Fields Jv Unique key WW Redundance of items with same key jv Missing language replaced by en e Price Effective Date lt Price Expiry date W Items classified by UNSPSC codes e Validity periods of item prices do not overlap e Aspect Value columns Filled consistent We Aspect Name columns filled consistent Le Extended Item Class Source columns Filled consistent W Extended Item ID Source c
167. he Document page the Document Summary is displayed to the left of the page See Document Page Overview You use the Fulfillment Notification Summary to view Fulfillment Notification details or perform actions on the Fulfillment Notification Using the Fulfillment Notification Summary The following image is an example of a Fulfillment Notification Summary Fulfilment 0000000004 Test j To SP Trading PLC Dated 02 Apr 2007 Raised 02 Apr 2007 10 34 Excl Tax Total 9 403 86 Related to Source Order IMP1785 Comments Set Yes The following list describes the Order Details Summary Document Type and Number The unique identifier for the document To The buying Organisation to which you will send or have sent the document Dated The stated date of the document Raised The date and time that the document was raised Excl Tax The total value of the document excluding tax and the currency of the document Total The total value of the document including tax and the currency of the document Related To Any document from which this document was derived or which is derived from this document Clicking on the document number will cause the display to display to that document Comments Any comments notes and remarks associated with this document The following list describes the tasks for the Order Fulfillment see below for statuses o Responded Whether an Order Response has been created either fully or partly for
168. he Request for Quote Details Page Quick Links Topic Overview Using the RFQ Details Page Overview When you click the Details icon for a Request for Quote RFQ in the The Request For Quote Summary of the The Documents Page the RFQ Details page is displayed for that RFQ You use the RFQ Details page to view and work with all attributes the RFQ You can also perform actions on the RFQ Using the RFQ Details Page The following image is an example of an RFQ Details page ProcServe NickAnderson Sign Out qu ProcServe SUPPLIES Poe aL Home Documents Catalogues Reports Admin Log Out Request For Quote SP070413001 Test From SP Trading PLC Create Quote EJ Dated Received Respond By Quoted Currency ge Parties Requested By E Delivery SP Trading PLC Units 7 10 Watton Business Park Runcorn Road Trevelyan House Great Peter Street Related Documents Attachments Comments Quote 46 il Attachment 1 Contract Ret IMPO9394821 amp nbsp nbsp amp nbsp Line ltem Code Manufacturer Mftr ltem Code Description amp Comments Classification Quantity Unit Deliver ByPrice JUCAUZETAS Je MPIYOAY 2674s UNSPSC 32161505 30 00 ES 01 May 2007 26 66cm Widescreen TY Flat screen NIGAM Stereo SOHZ Scanning 20 Vvatts RMS Audio Output Fastext Direct Speakers 3 x SCART Connections Side Aw CMTCcO1 Sony MPCMT Co UNSPSC 52161510 30 00 08 Dec 2006 20A RMS 10 THD CD player with pop up eject mechanism COACD RACD
169. his topic See Filter Criteria and Sorting Columns below Filter Criteria The selection criteria enable you to choose the type status and age of the documents displayed in the list The following describes each of the filters e Document Type Filter To filter your document type select from the drop down list of the supported options the document list will then be filtered to display only the chosen document type for example Orders Requests For Quote juotes Orders Invoices Sel Billed Invoices Credit Motes Selt Billed Credit Notes e Document Status To filter your document list by status select the second drop down to display the applicable status descriptions The descriptions will vary depending on the type of the document you have selected from the Document Type list Void Not Yet Viewed Awaiting Invoicing ProcServe Holdings Limited 2012 ProcServe The Documents Page The Document List e Time Period The third drop down list allows you to define the selection of the applicable documents using a list of common time ranges The document date is compared against the range selection and the documents not displayed if it does not meet the criteria The time periods are inclusive of today This Year Today 2 Days This Week T Days This Month 90 Days This Year 365 Days Unlimited e Navigation When there are many documents meeting the selection criteria the first of a number of pages
170. ically add each line from the originating Order to the Order Response and assign the lines a Status of Reject For example ProcServe ProcServe Holdings Limited 2012 Orders and Order Responses 173 Managing Your Order Response Procse de ProcServe NickAnderson Sign Out D SUPPLIER PORTAL Editing Response 0000000030 Test To SP Trading PLC gt P Dated Raised Sent Currency Erel Tan Total Value Type A Documents _ _ Comments Source Order SP2206071245 Order SP2206071 245 Response lines Shipping ES Line Order Line ltem Code Aux Description amp Comments Delivery Quantity Unit Price Extended Tax Rate lt Type 1 1 KU26CS 705 03 Sep 2007 0 00 EA 312 56 3 125 60 Standard 3 672 55 Reject A 26 66cm Visible FD trinitron WEGA Television 100hz 17 5 Digital Motion PICTUREPOVYVER Digital Moise Reduction DMF Smart Zo0m 4 3 Vide 149 Mode ATS 4 amp uto start upane button tuning Auto lablelling Auta sort OSD Menu Sleep Timer 250 Te PS 5LIM 03 De 2007 D oo ieee a5 ae 25 al 556 62 Ho isa J Smaller lighter and network ready PlayStation 2 C a 5 03 n 2007 a oo a si GT 605 35 Standard oa 4 51 oe DY D Audio SACD playback Dive playback 5 1 channel 17 5 audio output FAL Progressive Scan DW D RE D Ray compatible Playback Discs CYDSYCOYCONCDICD RACD RVIDYOD RDYO RVWDYD AUIS ECS ACD MULTI 1 Disc Capacity D YD Rvy record Quantity Unit Price Line Total Responded Sony 28 66cm Visible FO trinitron
171. ick Self Billed Invoice List For A Date Range to select the Self Billed Invoices List For A Date Range report Your Report Name Report Type From Date Received To Date Received To print the report immediately Click and the report will be rendered in a new window Produced 23 Jun 2006 10 13 For IMPAQ Business Solutions Limited Page 1 of 1 Self Billed Invoice List 02 Jan 2006 to 23 Jun 2006 Raised From Invoice Mo Excl Tax Total Value GODIST S8L21 Mo FEO 3 GODISTISBUS4 py ann er Ba Ho 8 070 60 GODISTISELES mn ann er Ba Ho 8 070 60 GODISTISBLO4 a ann er pa Ho 8 070 60 GODIST SEL ES Ho 8 070 60 EE j srai No of Self Billed Invoices 5 Report Totals 34 118 50 16 Jun 2006 16 47 GO Distribution Limited 21 Jun 2006 16 25 GO Distribution Limited 22 Jun 2006 16 22 GO Distribution Limited 3 Jun 2006 06 20 GO Distribution Limited 3 Jun 2006 06 24 GO Distribution Limited To print the document to your printer Click and follow the on page prompts You can close the print preview window by ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface Managing Reports Clicking ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Managing Reports 4 2 6 4 11 Credit Note List For A Period Overview b Click Standard to view all standard reports Your Report Name Report Type Use the pull down list to select the time frame for the
172. ighter and network ready PlayStation 2 17 5 The selected line will be removed from the Credit Note e Delete All Lines from Credit Note x x Click the Remove All icon to remove all lines from the Credit Note ProcServe ProcServe Holdings Limited 2012 Credit Notes Editing Credit Notes 5 9 4 5 Adding Credit Note Lines Based on Invoice Lines Quick Links Topic Overview Adding Credit Note Lines From an Invoice Adding all Invoice Lines to a Credit Note Adding Single Invoice Lines to a Credit Note Deleting Credit Note Line Items Overview This topic describes how you can inspect the Credit Note and then add all Order lines to the Credit Note when editing or creating a Credit Note See Creating a Credit Note Editing a Credit Note Adding Credit Note Lines From an Invoice The following steps describe how you add one or all items to the Credit Note e There are no Credit Note lines in the following example Warning Mo credit note lines Item Shipping Other Credit Line ltem Code Classification Description amp Comments Supplied Quantity Unit Price Extended Tax Rate Line Total E Invoice 110 Line Item Code Manufacturer Description amp Comments Supplied Quantity Unit Price Extended Add to Credit aod KU28CS F0 28 66cm Visible FD trinitron WEGA Television 100hz Digital Motion 0 Fic TUREF GAER Digital Moise Reduction ONR Smart Zoom 43 Wide 14 9 A7 Apr 2007 10 00 312 56 3 12
173. ing Credit Note Lines Not on Invoice o Line A number indicating the sequence of the lines o Item Code Classification Description amp Comments The code used for the goods or services any Classification e g UNSPSC codes its description and any comments about the line o Supplied The date the item was supplied o Quantity The number of units of the item o Unit The unit of measure of the item o Price The price of one unit of the item o Extended The value of this line of the Credit Note excluding tax o Tax Rate The rate of tax that applies to this line of the Credit Note ProcServe ProcServe Holdings Limited 2012 Credit Notes Editing Credit Notes o Line Total The value of this line of the Credit Note including tax o Edit a Line Item Click this icon the edit the line item See Editing Line Details o Delete Line Item Click this icon to delete the line item See Editing Line Details o Delete All Line Items Click this icon to delete all line items See Editing Line Details e Originating Invoice Lines mL Invoice 110 You click the Plus icon to open the originating Invoice lines you can add Invoice lines to your Credit Note See AddingAdding Credit Note Lines Based on Invoice Lines e Credit Note Footer Details Credit Note footer details include o Tax Rate The total tax values Note See How Tax Values are Calculated for more details regarding tax calculations o Terms You can view or edit the terms
174. ing the Unlinked Quote for does not support unlinked documents then the features described below will not be available Creating an Unlinked Quote Unlinked Quotes when available are created in the Document Tree as described in the following list Documents Click the Documents option in the main menu The Documents page will display For example SUPPLIER PORTAL Tree Search 90 Days Tree Navigate to and click the click the Tree option from the Documents options and the tree panel will be displayed Click on the name of the Buying Organisation you wish to create an Unlinked Quote for For example Not Yet Viewed ProcServe Holdings Limited 2012 ProcServe Quotes Creating an Unlinked Quote z rR a Buying Organisations H Ca Request For Quotes H Quotes e _3 Provisional Purchase Orders H Ca Confirmed Part Orders H x Orders H alieni eC Fulfilment B Invoices BH ta Credit Notes 2 DCSF ae ee For Quotes 3 Quotes E Provisional Purchase Orders Ca Confirmed Part Orders CG Orders 3 Responses CG Fulfilment 4 Invoices Ca Credit Notes e Details for the Buying Organisation appear in the Document Summary left hand panel For example Buying Organisation DCSF Create Quote Telephone Fax Tax Reg No e Select Create Quote from the drop down and click the Arrow icon to create the unlinked Quote The system displays the Creating New Quote page
175. inks Topic Overview Entering or Editing Quote Party Details Overview Party Details can be added to or changed in an unsent Quote You do this when editing or creating a Quote See Creating a Quote or Editing Quotes Entering or Editing Quote Party Details Parties Details ti Parties You can display further details about the parties to the Quote by clicking the plus icon next to the Parties button Further details will be displayed GR Paties Contact Address Communication EE Quote To Mr Demo User2 Address not known E mail adam GEOrge procserve org Tel 7999 9999 Direct Mobile Fax 7999 9998 Quote From Raj Jaintilal ProcServe 123 Buckingham Palace Road London London SW1W 9SR E mail info procserve com Tel 020 7730 9000 Fax 020 7333 5047 Tip El When the details are open click the Minus button to hide them Click the Edit icon for a particular row to enter Edit mode For example SR Contact Address Communication Quote To MrJones ts Department Purchasing E mail MrJones lumberjack co uk Organisation Lumberjack Ltd Tel 7999 9999 Address 23 Oplus Place Direct Mobile Town City Downhampton Fax 7999 9998 County Kent Postcode DN7 5RO Country UK Quote From Raj Jaintilal ProcServe 123 Buckingham Palace Road London London SW1W 9SR E mail info procserve com Tel 020 7730 9000 Fax 020 7333 5047 You can change or enter th
176. is Request For Quote Partial Quote A Quote has been generated for only some of the lines from the original Request For Quote Quote Generated A Quote has been generated for all of the lines from the original Request For Quote o Change RFQ Status Click the Toggle Status icon to switch the Quoted status between Yes and No Tip A prompt is not displayed when you toggle the RFQ Status Note The Quoted status is set by the Supplier Portal whenever a Quote linked to a Request For Quote is raised or edited It is possible however to override the automatic settings For example Knowing that the remainder of a part Quoted Request For Quote will not be supplied you may wish to set the Quoted status to Yes so that the Request For Quote is no longer classified as Awaiting Quote e Actions The following list describes the possible actions from the summary e Document Details Click the Details icon to vew more document details See Request For Quote View Page f e Print Document Click the Print icon to Print the document See Printing a Document x e Void the Document Click the Void icon to mark the document as void See Marking Documents as Void e Create a Quote from the RFQ C ate Quote Select this option to create a Quote based on the existing Request For Quote See Creating a New Quote ProcServe ProcServe Holdings Limited 2012 Request for Quotes The Request for Quote Details Page 5 4 2 T
177. is displayed 3 Click the customer login button top right in the main navigation bar 4 The customer login page is displayed info procserve com General Enquiries D ro C S e rve About Solutions Products Customers Partners Contact Customer Login Home gt Login Customer Login Customer Support Numbers Zan Lopen Ma C trading Buying Organisations Procserve 44 0 845 603 6727 or cyinewidcymru Fasnachu i Ysgobor O N xchangewales er ading for Schools iil Zanzibar 44 0 845 603 2885 or Procserve Supplier login es A AIMOAE LANA LTO ne 5 Click the Procserve logo ProcServe ProcServe Holdings Limited 2012 Logging in to the Procserve Commerce Netw ork Procserve Supplier login ce procserve ProcServe Holdings Limited 2012 ProcServe Logging in to the Procserve Commerce Netw ork 6 The Procserve login page is displayed Enter your username and password to log in ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Login Username Password Login Forgotten your password Forgotten your username 7 You will need to change your password when you log on for the first time Enter the password you received via email Enter your new password Re Enter your new password If you have forgotten your username or password e
178. is provided under license from ProcServe Shared Services Limited All rights in BuyerConnect are owned by ProcServe Holdings Limited Printed October 2012 Software Version 2 0 0 User Guide Contents Table of Contents Part 1 About this Guide 2 Tell UNTFOGUCTION SES es e rt nn ne 2 Part 2 Procserve Commerce Network Getting Started 4 2 1 Logging in to the Procserve Commerce Network csccccsceseeceeeeeeeeeeeeeesescnseseeseeeesaeeeenes 4 2 2 PFOCServe POrtal Home PAQR viserne aE RES Raa 10 2 9 MY PrONE inea a a e aa e EE EA rE KEENE TEE 12 24 HPO 21 0 0 AGCK SRE E r a RE 15 2 5 Getting SUDDOMT nd Te D tte nt Rene Nas 17 Part3 Procserve Portal 19 3 1 AOMIN MON Sn aa nn Eee ES ne 19 Administration Overview D NE tt E tt te tirer ei ete A te teste a Rte 19 User VIA ie OS NS soe Run eee donne Remettre 20 User Management Overview _2 cccccccseeencceeeeeeeeeeeeesceeeseeaaaeeeeeeeeeeeeesecseeeeaaeeeeeeeeeeeeesesseeeeesneaeeeeeeeeeeess 20 Adding AWS CF Ze tal het dee E cxincevie ve ce neiie E EET A vuewe cer chededen vanentvecenc 22 View ing or Changing Basic User Details 2 initial 23 ESI ORG ANTS ANGES wed eet ste nn en destin me en ae eme een mie luc 28 Organis ations WETON 2 Die tn den dite Malaise 28 Edit OLGANIS ANON 2 PNR E E ETE EEEE ETENEE devas ETETE 29 Catalogue NARAT MENL ES RS de cloves amassed rocecaneecteneeete 35 Catalogue Management OvVervieW ss sut neaneeeettenne tte enter ERECEK le
179. ision 100hz Digital Motion 17 5 PICTUREPCVVER Digital Noise Reduction OMR Smart Zoom 4 3 Wide 14 9 Mode ATS 4 amp uto start upane button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te 2a WH EFA 298 76 2967 60 Standard 3 510 43 28 66Cm Widescreen MEAM Stereo TY Active 30 Surround Sound 17 5 Automatic Wide Expansion Videscreen Signalling Flug amp Play with Auto Sorting 2 SCART Sockets 2 RGB input Muti Colour On Screen Display MICAM Stereo Bass Xpander DOT Y2630GB 1 957 40 Standard 2 299 95 28 66Cm screen size 16 9 Widescreen display METAM stereo sound 17 5 SOHZ scanning Full auto search memory OM timer Sleep timer 16 9443 format change Suto Tuning system RCE jacksheadphone jack Tax Rate Taxable Tax Terms VAT Standard 17 5 8 070 60 1 412 56 Comments THE WAT SON IS YOUR OUTPUT TAX QUE TO CUSTOMS amp EXCISE m f Audit 7 lines The following list describes how you use the Self Bill Credit Note Details page e Document Actions The following actions may be available depending on context o Back Button Click the Back button to return to the previous page o Print Document Click the Print icon to Print the Document See Printing a Document o View Document Raw Text Click this icon to view the document s raw text See Viewing a Document s Raw Text e Self Bill Credit Note Header Details You can view the header details ProcServe ProcServe Holdings Limited 20
180. isplayed See Understanding Document Actions gt gt Deleting Documents o Send Resend Document Click the Send Resend button to send or resend the document See Understanding Document Actions gt gt Sending Documents e Document Actions Already Sent If the Quote has already been sent only the following options will be available o Document Details Click the Details icon to vew more details See Quote View Edit Page o Print Document Click the Print icon to Print the Request for Quote See Printing a Document ProcServe Holdings Limited 2012 ProcServe Quotes The Quote Details Page 5 5 2 The Quote Details Page Quick Links Topic Overview Using the Quote Details Page Overview When you click the Details icon for a Quote in the The Quote Summary of the The Documents Page the Quote Details page is displayed for that Quote You use the Quote Details page to view and work with all attributes the Quote You can also perform actions on the Quote Using the Quote Details Page The following image is an example of an Quote Details page ProcServe NickAnderson Sign Out LS en peu re ProcServe SUPPLIER PORTAL Home Catalogues Reports Admin Log Out Quote 46 Test Ta SP Trading PLC Dated Raised Sent Currency Bee Total Value Flap Parties Quote To Guote Fram Me Deliwery SP Trading PLC Units 7 10 Walton Business Park Runcorn Road Trevelyan House Great Peter Street Related Docum
181. ital Moise Reduction DNF Smart Zoom 4 5 wide 14 9 Mode ATS 4uto start upfOne button tuning Auto lablelling Suto sort OSD Menu Sleep Timer 250 Te Smaller lighter and network ready PlayStation 2 T z 7 DYD SAudioS4CD playback Dive playback 5 1 channel audio output PAL Progressive Scan DYO ROYD RVY compatible Playback Discs DV VCD M CINCO ICD RACD RYVIDYD FuD YD RVWOYD SUDIQEACDS ACD MULTI 1 Disc Capacity DCR record Order IMPO71304 3 lines m f Audit 1 line Working with Fulfillment Notifications Creating a Fulfillment Notification The Edit Fulfillment Notifications page is used in the same way as described in the list below ProcServe Holdings Limited 2012 ProcServe Fulfillment Notifications Editing Fulfillment Notifications The following list describes how you use the Edit Fulfillment Notifications page e Document Actions The following actions may be available depending on context o Back Button Click the Back button to return to the previous page o Print Document I Click the Print icon to Print the Document See Printing a Document o Delete Document x Click the Delete icon to delete the document A prompt is displayed See Understanding Document Actions gt gt Deleting Documents o Send Document Click the Send Resend icon to send the document to the Buying Organisation See Understanding Document Actions gt gt Sending Documents Tip li If for some reason you
182. ity The number of units of the item being Ordered o Unit The unit of measure of the item o Deliver By The required date of delivery for the goods or services e Audit P Audit The Audit contains details about the transmission and any status changes Click the Plus icon next to the Audit button further details are displayed For example SES Audit 12 Feb 2006 12 41 Recenve ReguestForQuote anzibar Document received at 12 02 2008 12 41 03 12 Feb 2008 12 41 Route Document Completed Routing Document 12 Feb 2006 12 41 Storing document Document type is RequestForQuote anzibar 12 Feb 2008 12 41 Process Document Completed Processing Document 12 Feb 2008 12 41 Update Audit Status Completed Update Of Audit Status 12 Feb 2006 12 41 Ending Processing Processing Ended ProcServe Holdings Limited 2012 ProcServe Quotes The Quote Summary 5 5 Quotes 5 5 1 The Quote Summary Quick Links Topic Overview Using the Quote Summary Overview When you click a Quote in the The Document List The Document Search or The Document Tree the Document Summary is displayed to the left of the page You use the Quote Summary to view Quote details change an RFQ status or perform actions on the Quote Using the Quote Summary The following image is an example of a Quote Summary Quote 36 Test To SP Trading PLC Dated Raised Excl Tax Total Related to Comments Sent The following list describes the Quote Summary e Document Type
183. ity DVYO RVY record The following list describes the details shown o Line A number indicating the sequence of the lines o Item Code Manufacturer Description amp Comments The code used for the goods or services the manufacturer if appropriate and known a description and any comments about this line of the RFQ O Deliver By The required date of delivery for the goods or services O Quantity The number of units of the item being Ordered Unit The unit of measure of the item O O Price The price of one unit of the item O Extended The value of this line of the Order excluding tax o Tax Rate The rate of tax that the buying Organisation expects to be applied when this line of the Order is Invoiced if known o Deliver By The required date of delivery for the goods or services o Line Total The total cost including taxes for the line Audit Audit The Audit contains details about the transmission and any status changes Click the Plus icon next to the Audit button further details are displayed For example Date amp Time Audit Event 08 Dec 11 44 Recene document Document receved at 12 8 2006 11 44 15 AM c 2006 11 Route Document Completed Routing Document c 2006 11 Storing document Document type is OrderCXML 08 Dec 2006 11 44 Completed Processing Document Ci i Update Audit Status Completed Update Of Audit Status 08 Dec 2006 11 44 Ending Processing Processing Ended ProcSer
184. k Tel 01483 Surrey GU1 4TX UNITED KINGDOM 466900 Fax 01483 466901 Tip El When the details are open click the Minus button to hide them e Delivery Details Delivery You can display delivery information for the Quote by clicking the plus icon next to Delivery button Contact Address Communication John Davies SP Trading PLC Units 7 10 Walton Business Park Runcorn Road London M18 E mail davies eptrading co uk Tel 0207 TST TYH 3000 Direct 44 0 207 787 3000 Fax 44 0 207 rer 3001 Tip El When the details are open click the Minus button to hide them e Related Documents Other documents that are associated with this Quote For example Related Documents Attachments Comments Po attachment 1 Contract Ref IMP09394821 The following list describes the details shown o Related Documents Name Clicking on a document name displays the related document in the relevant Document Details page ProcServe Holdings Limited 2012 ProcServe Quotes The Quote Details Page o Attachments An Attachment image indicates that a document is attached to this Quote Click the name to display the attachment in a new window o Comments Further comments from the Supplier Organisation regarding this Quote Line Details This is a summary list of the Quote items For example Quote lines Item Code Classification Description amp Comments Delivery Quantity Unit Price Extended Line Total 1 Paper 15 Feb 2009 10 BX 1 20
185. k into the system Password change This area allows you to change your password 6 Enter your existing and new password to change your password The entries are validated and if valid the system will display a message Change your password Please note that your password for security reasons must follow these rules Minimum of 6 character s Enter your current esssossss password Enter your new essssssses password Please re enter your T new password Memorable word change This area allows you to change your memorable word 7 Enter your new memorable word and a hint ProcServe Holdings Limited 2012 ProcServe My Profile Change your memorable word This is a word that is personal to yourself easy to remember and can be any word that you choose to use but you must ensure that It is at least 6 characters long It is kept safe and secure The memorable word hint is a reminder of your memorable word in case you forget it New memorable word New word again Memorable word hint Save new memorable word ProcServe ProcServe Holdings Limited 2012 Feedback 2 4 Feedback Overview You provide feedback to us using the Feedback page Locating the Feedback Page The following steps describe how to locate and use the Feedback page 1 In the top menu bar click the Feedback link Hello Ron My profile Feedback Log out 2 The Feedback Page The Feedback page is displayed Feedback Feel
186. l RFQ items to the Quote e There are no Quote line items in the following image for example Warning No quote lines Item Shipping Other Charge Lineltem Code Classification Description amp Comments Delivery Quantity Unit Price Extended Tax Rate Line Total Request For Quote SP2905071441 ee Manufacturer Mftr ltem Code Description amp Classification Quantity Unit ety Price Quoted JVCAVZET4S JC MPJYCAN GTS 26 66cm Widescreen TY Flat screen NICAM Stereo 50Hz Scanning 20 Watts RMS Audio Output Fastext Direct Speakers 3 x SCART Connections UNSPSC 352161505 30 00 EX 45 Jun 2007 Mo side 4 CMTCO1 Sony MP Cher 20A RMS 10 THO CD player with pop up eject mechanism CC RD UNSPSC 52161510 7 RVY playback FMAM tuner 30 presets Basstreble control Balance control aiii Ean ofa Junu 0 Tip If the RFQ lines are not displayed and you wish to check them you will need to click the Plus Request For Quote RFQ00000059 1 Line Line icon to expand the lines e Adding all RFQ Lines to your Quote 3 63 Click the Add all RFQ Items icon in the RFQ Quote lines ltem Shipping Other Charge gt lt gt lt Line Item Code Classification Description amp Comments Delivery Quantity Unit Price Extended Tax Rate Line Total IVCAV28T45 5216150545 Jun 2007 30 00 EA Standard 26 66cm Widescreen T Flat screen MILAM Stereo SOHz 175 Scanning 20 Watts RMS Audio Output Fastext Direct Speakers 3 x SC
187. lablelling Auta sort OSD Menu Sleep Timer 250 Te PS2SLIM 31 NE oi ae 55 499 25 Standard 506 62 per peer ial Smaller lighter and network ready PlayStation 2 ae 17 5 31 Aug ai al i AF 605 35 Standard nal 4 51 a DYD AudioSACD playback Dive playback 5 1 channel 2007 17 5 audio output FAL Progressive Scan DY D RDYD RVy Quantity Quantity Quantity Quantity Responded 28 66cm Visible FD trinitron WEGA Television 100hz Digital Motion Pi TUREPOVVER Digital Moise Reduction DMR Smart Zoom 4 3 Vide 149 Mode 10 00 EA 312 56 3 125 60 ity 10 00 ATS 4uto start upane button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te e The Back Order All Type The Back Order All type is used when all lines from the originating Order are accepted e g prices are correct but the stock is being placed on back Order Using the type of Back Order All from the Order Response creation page will automatically add each line from the originating Order to the Order Response and assign the lines a status of Back Order ProcServe Holdings Limited 2012 ProcServe Orders and Order Responses 172 Managing Your Order Response ProcServe NickAnderson Sign Out E ProcServe gn SUPPER FRTAL Home Documents Catalogues Reports Admin Log Out Editing Response 0000000029 Test To SP Trading PLC Dated Raised Sent Currency Erel Tar Total Value Type rer Documents _ _ Comments Source Order IMPO71304BA Or
188. lays useful summary information about the currently selected document The information displayed depends on the document type and status See The Request For Quote Summary The Quote Summary The Order Summary The Order Response Summary o Document Actions You can also perform actions where appropriate For example the above image shows an Order summary you can create an Order Response if you wish Note These actions and what they are documented for each of the appropriate document types throughout this document See Understanding Document Actions Overview ProcServe ProcServe Holdings Limited 2012 The Documents Page 117 The Document List 5 2 2 The Document List Quick Links Topic Overview Filter Criteria Saving Document List Preferences Sorting Document List Columns Overview The Document list displays all documents filtered by the criteria you can select from the drop downs Document List Click the Document List item in the Documents Page to display the Document list is displayed For example ist Tree Search Quotes RESEN 90 Days Number E Dated i Buying Organisation 0000000002 15 Feb 2009 P DCSF Testing School The above image shows a list of Quotes created in the last 90 days that have not been sent You can also change the Order documents are displayed in and change the filter criteria to produce a different list To find out more about filters and sorting continue with t
189. le CJSupplier Basic MWelcome message Data Feed s MMessage Of The day News View 1 Classification view s Add another view Save Changes 11 The following is displayed and can be edited ProcServe ProcServe Holdings Limited 2012 Admi User Management Catalogue Classification Views Admin Users Only Not used by organisations w ho access the system from their P2P system Warning Email addresses are unique they can only be used once Note Changes to a user profile may not be completed until after the user logs back into the system ProcServe Holdings Limited 2012 ProcServe Admin Menu Edit Organisation 3 1 3 Edit Organisation 3 1 3 1 Organisations Overview_2 This section describes how Organisations are managed within Procserve The following list describes the main information we hold about your Organisation and how you can change it 1 Organisation Overview This is the information that defines your Organisation Editable by you Name Logo Contact details Description Editable by Procserve Organisation type 2 System Settings Overview These are the settings that define what you see the look and feel of the web pages and how you want your password behaviour defined Editable by you Default Language Home Page Feeds User Roles Editable by Procserve How you define User Passwords DUNS number 3 DWP LVP Settings Overview These settings are only applicable to DWP LVP Suppliers ProcServe
190. lick the Save icon to save the attachment to the document The Document is attached to the Quote See Replacing or Removing Attachments below e Cancel Without Saving Click the Cancel button to cancel changing or adding the attachment Attachments Via the Procserve Document Repository ProcServe ProcServe Holdings Limited 2012 Understanding Document Actions Document Attachments lf the buying Organisation you are creating the document for has been enabled to use the Procserve Document Repository solution you can upload your attachment document to the Document Repository rather than a published URL The following steps describe how you add an attachment using a Published URL 3 Click the Add icon in the Attachments section the following fields will be displayed Click the icon to the right of the URL field The following page is displayed E Select an existing document or upload a new document Upload New Select Existing Restrictions Only documents with the following extensions may be allowed pdf txt rtf doc docx docm dotx dotm ppt pptx pptm potx potm ppam ppsx ppsm xls xlsb xlsx xlsm xitx xltm xlsb xlam pwd wri wps csv zip rar cab lzh jar tar arj arc ace sfx The maximium uploadable document size is 204800 Kilobytes Document will be uploaded to folder Quote Please note that uploading your document may take several minutes Upload Fil
191. llment Notifications Fulfillment Notification Error Messages 5 7 4 Fulfillment Notification Error Messages A list of the error messages and meanings you may get while managing and processing your Fulfillment Notifications are listed below e Void This Fulfillment Notification is void It has been cancelled e Document is locked by lt Username gt This document is currently being worked on by another User It is not permitted that two Users work on the same document at the same time You will only be able to view and print this Quote while the other User is working on it e Source Document is locked by lt Username gt The source document e g Order is currently being worked on by another User You will only be able to view and print this Quote while the other User is working on the source document ProcServe ProcServe Holdings Limited 2012 Invoices The Invoice Summary 5 8 Invoices 5 8 1 The Invoice Summary Quick Links Topic Overview Using the Invoice Summary Overview When you click an Invoice in the Document page the Document Summary is displayed to the left of the page See Document Page Overview You use the Invoice Summary to view Invoice details or perform actions on the Invoice Using the Invoice Summary The following image is an example of a Invoice Summary Invoice 50 Test Create Credit Note To Dated 07 Dec 2006 Raised 07 Dec 2006 09 41 Exel Tax Tota Related to Source Order IMP4233 00
192. logue Builder lets you create and maintain your catalogue in a simple easy to use spreadsheet Step by step instructions can be found on the Instructions page eo Usethe Examples and Best Practice pages to make sure you get the most a out of your catalogue Dont forget to use the Checklist and sample Catalogue Q pages for helpful tips on creating your catalogue Did you know that ProcServe offers Value Added Services to Suppliers These include catalogue preparation and ongoing content maintenance as well as several other services Click the icon to read more about our services ProcServe Need some help Get in touch 123 Buckingham Palace Road London England SWW SSR Supplier Support 0845 604 2328 WWW procserve com suppliersupport procserve com Tip Excel Macros If you have got macros turned off in Excel and you cannot open this file you will have to turn them on Open Excel Go to Tools Menu bar gt gt Options gt gt Security Tab gt gt Macro Security Button Select Medium security Close Excel When you open the Toolset you will need to select enable macros from the prompt Note If you cannot do this you may have to ask your Systems Support for Help Tip When opening the Procserve Catalogue Builder in Excel 2007 you will need to navigate to the Add Ins tab on your Excel Toolbar to view the Catalogue Builder Toolbar The Catalogue Builder Toolbar is referred to within the Instructions page of
193. lowing list describes the possible status icons g O No ProcServe Holdings Limited 2012 ProcServe Credit Notes The Credit Note Summary o Yes e Document Actions Not Sent The following list describes the possible actions from the summary for a document that has not been sent o Document Details Click the Details icon to vew more details See Editing or Viewing Credit Notes o Edit Document Click the Edit icon to edit the document See Editing or Viewing Credit Notes o Print Document Click the Print icon to Print the Request for Quote See Printing a Document o Delete Document x Click the Delete icon to delete the document a prompt is displayed See Understanding Document Actions gt gt Deleting Documents o Send Document Click the Send Resend icon to send the document to the Buying Organisation See Understanding Document Actions gt gt Sending Documents Tip its If for some reason you are not allowed to send the document yet the Send button will be disabled For example you have to add line items before you can send a document e Document Actions Sent The following list describes the possible actions from the summary for a document that has been sent o Document Details Click the Details icon to vew more details See Editing or Viewing Credit Notes o Print Document Click the Print icon to Print the Request for Quote See Printing a Document not be supplied you can set the st
194. meeting your buyers validation rule The catalogue will not be able to import YELLOW is a warning that there has been changes made that will be notified to the buyer at the Buyer Review stage Validation result Validation of the catalog supplier_test_MRA_ cat was not successful The catalog cannot be released refer to the validation report for detailed information Validation report Compulsory fields Successful Units Successful Field lengths Successful Classification Successful Catalog structure Successful e Prices Not successful gt 25 items with a price increase 26 items with a price reduction e 25 items with a price increase of more than 10 gt 25 items with a price increase of more than 5 Miscellaneous Successful ProcServe ProcServe Holdings Limited 2012 Admin Menu Catalogue Management 7 Supplier Review Releasing the Catalogue Once all the validation issues have been reviewed you can then release the catalogue to Buyer Review by clicking the Release to buyer button 8 Released Buyer Review The Procserve Catalogue Management System will automatically email the Buyer to approve the Catalogue 9 Catalogue status Update Expected Once the Buyer performs their tasks the catalogue will move to Update Expected with the task Provide the Catalogue You will receive an automatic email to advise you and you may update the catalogue when is required Subje
195. ment Actions Document Comments 5 3 3 Document Comments Quick Links Topic Overview Editing Comment Details Overview You can associate comments to your Quotes Order Responses and other eDocuments For example you may wish to add some temporary contact details This topic shows you how to add change or remove document comments e Note There may be minor differences between the pageshots you see in this section and what is displayed on your pages Comments are added changed and removed in the same way whatever the document Editing Comment Details Click the Edit icon next to the comment details The Comments The Comment details are displayed in Edit mode For example Comments The following list describes the features of Edit Comment mode e Enter Comment Text Enter the text you wish to add to the Comment e Actions Once you have made your required changes you can save or discard your changes o Save Changes Click the Save icon to validate and if valid save your changes o Discard Changes Click the Discard icon to discard you changes and display the Comment details in vew mode ProcServe ProcServe Holdings Limited 2012 Request for Quotes The Request For Quote Summary 5 4 Request for Quotes 5 4 1 The Request For Quote Summary Quick Links Topic Overview Using the RFQ Summary Overview When you click on a Request for Quote RFQ in the The Document List The Document Search or The Docume
196. ms that you wish to remove from the existing Catalogue enter DELETE in the action column Any new items you want to add in to the existing Catalogue enter ADD in the action column Any items you are not updating or deleting remove from Your Content tab completely 5 Check the data and create the BMECat File 6 Import the Catalogue and Release to Buyer Please note this is the end of your task for this price update The Catalogue status will move to Buyer review Created gt Update expected gt Supplierreview Buyerreview gt Productive Replaced Once the Buyer administrator task are complete the catalogue will export and be visible to end users the next day 7 You will receive an automatic email from Catalogue Management advising the Catalogue is available ProcServe ProcServe Holdings Limited 2012 Admin Menu Catalogue Management for updating Subject Subject New Task Provide the catalog Dear Joe Smith Catalog Tracker Task Provide the catalog for Catalog BuyerName SupplierName Catt Edition Edition No 6 2010 03 22 has been assigned to you and can be processed in PCM System 8 The next day open your Catalogue Builder and follow the above process for your next price period e g 02 03 2011 01 04 2011 Continue this process until all of your future price periods are uploaded Please note once the price expiry date on your products is reached they will no longe
197. n M16 Yor S000 Fax 44 01207 787 3001 TYH United Kingdom Tip El When the details are open click the Minus button to hide them e Related Documents Other documents that are associated with this RFQ For example Related Documents Attachments Comments P Attachment1 Contract Ref IMP09394821 ProcServe ProcServe Holdings Limited 2012 Request for Quotes 137 The Request for Quote Details Page The following list describes the details shown o Related Documents Name Clicking on a document name displays the related document in the relevant Document Details page o Attachments An Attachment image indicates that a document is attached to this RFQ Click the name to display the attachment in a new window o Comments Further comments from the buying Organisation regarding this RFQ Line Details This is a summary list of the RFQ items Item Code Manufacturer Mftr Item Code Description amp Comments Classification CETTE Unit_ Deliver By _ 1 books 10 EA 260ct2008 15 00 text books The following list describes the details shown o Line A number indicating the sequence of the lines o Item Code Manufacturer Mftr Item Code Description amp Comments The code used for the goods or services the manufacturer if appropriate and known the Manufacturer Code if known a description and any comments about this line of the RFQ o Classification The classification type and code assigned to the goods or services o Quant
198. n specify the from and to dates you want the report to include documents for O Click the Calendar icon to use the Calendar pop up January 2009 lt January 2009 gt Sun Mon Tue Wed Thu Fri Sat 28 29 30 31 1 2 3 4 5 6 T 6 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 21 28 29 30 31 4 r J A L E ri Click a date to use it To change month click the arrows either side of the month title e g January 2009 or select from the month drop down To change year select a year from the drop down e Select Period In Period reports From and To dates are not relevant Instead you choose from a drop down for example Your Report Name Invoice List For A Period Report Type Invoice List For A Period List of invoices raised within a selected period For Pernod Last Year Note The Terms and Conditions report allows you to select from Procserve and the markets your are in e Print Report When you have entered your parameters you can click the Print Preview icon to produce PDF copy of your report You can save this copy to disk print it or carry out other operations that your PDF editor allows DT e Schedule Report Click the Scheduler icon to display the Scheduler below the Parameter area See Scheduling your Reports ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface Managing Reports 4 2 6 3 Scheduling your Reports Quick Links Topic Overview Locating the Report
199. n to edit the Order Response Note All other parts of this page are similar to the Edit Order Response page See Editing an Order Response ProcServe Holdings Limited 2012 ProcServe Orders and Order Responses 176 Managing Your Order Response 5 6 3 4 Editing an Order Response 5 6 3 4 1 Editing Order Responses Quick Links Topic Overview Locating the Order Response Page Working w ith Order Responses Overview Some details of an existing Order Response can be amended and lines added or deleted if the document has not been sent Note You cannot edit a Order Response if it has already been sent to the buying Organisation For example in the Create An Order Response Order Response Summary or Order Response View pages See Ihe Documents Page Order Response Summary Order Response View Page Locating the Order Response Page You can edit an unsent Order Response when you see the edit icon Note If the Order Response is sent you cannot edit details but you may be able to perform some operations on the document Click the icon and the relevant details will be loaded into the Edit Order Response page For example ProcServe NickAnderson Sign Out ProcServe SUPPLIER PORTAL Home Catalogues Reports Admin Log Out Editing Response 0000000026 Test To SP Trading PLC Value er Eee Total Value Type Related Documents Attachments Comments Response lines Shipping Line Total 1 Sa
200. need a reminder of your registration key please use the link below Click here to email registration ke click on the button within the soConnect Settings window to save the changes If you need to obtain a copy of the installation file of soConnect click on the Click here to download spConnect text If you need to obtain a copy of the soConnect Registration email click on the Click here to email registration key text ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface 79 Managing Reports 4 2 6 Managing Reports 4 2 6 1 Reports Overview We supply a set of useful Standard reports you can use to help manage your documents We can also develop Premium reports based on your requirements for which we charge For further information please contact the Service Desk See Getting Support This section provides information on how to work with reports scheduling reports and provides information about each specific report To find out about working with reports see Working with Reports and Scheduling your Reports The current Standard Reports are Request For Quote List For A Period Request For Quote List For a Date Range Quote List For A Period Quote List For A Date Range Order List For A Period Order List For A Date Range Invoice List For A Period Invoice List For A Date Range Self Bill Invoice List For A Period Self Bill Invoice List For A Date Range Credit Note List For A Period Credit Note
201. ng Organisation appear in the Document Summary left hand panel For example SP Trading PLC Registered Mame Telephone Fax Tax Reg No Create Credit Mote J gt SP Trading PLE 0207 fo 3000 0207 fo 3001 sB45b FE 42 e Select Create Credit Note from the drop down and click the Arrow icon to create the unlinked Credit Note The system displays the Creating New Credit Note page See Creating a Credit Note ProcServe ProcServe Holdings Limited 2012 Credit Notes Editing Credit Notes 5 9 4 Editing Credit Notes 5 9 4 1 Editing or Viewing Credit Notes Quick Links Topic Overview Locating the Credit Note Page Working With Credit Notes Overview Most details of an existing Credit Note can be altered and lines added or deleted Note You cannot edit a Credit Note if it has already been sent to the buying Organisation Locating the Credit Note Page You can edit a Credit Note when you see the edit icon See The Credit Note Summary Creating a New Credit Note Note If the Credit Note is sent you cannot edit details but you may be able to perform some operations on the document A Click the icon and the relevant details will be loaded into the Edit Credit Note page For example ProcServe NickAnderson SignQut D ProcServe SUPPUIER PORTAL Home Catalogues Reports Admin Log Out Editing Credit Note 35 Test To SP Trading PLC gt P Dated Raised Tax Point Sent unre ney E
202. ng from the Header Data You can check this and any other errors and repeat the test ProcServe Holdings Limited 2012 ProcServe Admin Menu Catalogue Management 10 When all the tests have completed successfully the following is displayed Click the OK button to close the test dialogue Test status J Header data OK J Data type of fields OK Action code OK J Mandatory Fields OK I Unique key OK Redundance of items with same key OK Missing language replaced by en OK 7 Price Effective Date lt Price Expiry date OK MW Items classified by UNSPSC codes OK J Validity periods of item prices do not overlap OK J Aspect Yalue columns Filled consistent OK 4 Aspect Name columns filled consistent OK J Extended Item Class Source columns filled consistent OK J Extended Item ID Source columns Filled consistent OK J Aspect Value columns Filled consistent OK J Extended Item Class columns filled consistent OK J Extended Item ID columns Filled consistent OK Abort test after 1000 rrorslwarnings max 65000 cana 11 Generating and saving the BMECat File Now you need to generate the BMECat file Click the Create Your BMECat button in the Catalogue builder toolbar View Add Ins jort Create Your EMECat 43 Online Help EE Supplier Portal 12 Save the BMECat File to your system r Export data as BMEcat ProcServe CSupplierane_BuyerNamne_ MEW xml 13 When you have chosen a folder Browse Button click
203. nge report Your Report Name Report Type To Date Received To print the report immediately From Date Received 21 Jun 2006 Click and the report will be rendered in a new window Produced 17 Apr 2007 16 15 For IMPAQ Business Solutions Limited Page 1 of 1 Quote List 01 Jan 2007 to 17 Apr 2007 Raised To Quote No Sent Excl Tax Total Value 07 Mar 2007 13 58 SP Trading PLC 37 Yes 7 831 20 9 201 66 EUR 13 Mar 2007 11 43 SP Trading PLC 39 Yes 6 315 00 7 420 13 G8P 16 Mar 2007 14 31 SP Trading PLC 40 Yes 7 500 00 8 812 50 GBP 16 Mar 2007 14 37 SP Trading PLC 41 Yes 6 000 00 7 050 00 EUR 13 Apr 2007 11 33 SP Trading PLC 46 Yes 11 082 80 13 022 29 GSP 13 Apr 2007 15 18 SP Trading PLC 47 No 0 00 0 00 EUR No of Quotes 6 Report Totals 33 931 18 39 869 14 GSP To print the document to your printer Click and follow the on page prompts You can close the print preview window by k Clicking ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Managing Reports 4 2 6 4 5 Order List For A Period Overview b Click Standard to view all standard reports Click Order List For A Period to select the Order List For A Period report Use the pull down list to select the time frame for the report For Period Last Week This Month Last Month This Year Last Year Today all orders received on this day Yesterday all orders received yesterday This Week all or
204. nt Tree the Document Summary is displayed to the left of the page You use the RFQ Summary to vew RFQ details change an RFQ status or perform actions on an RFQ Using the RFQ Summary The following image is an example of an RFQ Summary Request For Quote RFQ00000059 From Teign Dated 12 Feb 2008 Received 12 Feb 2006 12 55 Respond By 12 Feb 2006 13 55 Comments Second Test Quted The following list describes the RFQ Summary e Document Type and Number The unique identifier for the RFQ e Void Indicates that the document has been cancelled e From The buying Organisation that sent the document to you e Dated The stated date of the document e Received The date amp time that the document was received by the system e Respond By The date amp time that a response is due for the document e Related To Any document from which this document was derived or which is derived from this document Tip Clicking on the document number will cause the display to switch to that document e Comments Any comments notes and remarks associated with this document ProcServe Holdings Limited 2012 ProcServe Request for Quotes The Request For Quote Summary e RFQ Status Quoted Whether or not a Quote has been generated for this Request For Quote The following list describes the possible status icons and how you change the RFQ Status o Status icons No Quote A Quote has not yet been generated for th
205. ntain approval criteria and notification controls Approval Plan re P2P See also Buyer Catalogue A Catalogue created from a Multiple Buyer or source Catalogue for a single Buyer The Catalogue may contain all or any assortment of items derived from the Multiple Buyer Catalogue and may be enhanced with Buyer specific data When the contents of an Assortment Catalogue is defined the item data is not copied but referenced to the original source Catalogue Assortment Catalogue re Procserve Catalogue Manager A list of all actions that occur during the processing of a requisition or purchase Order that Procserve Purchase to Audit Trail re P2P Pay records and automatically time and date stamps which is visible to all the parties who have permission to view the Order BASDA Business Application Software Developers Association The Bundesverband Materialwirtschaft Einkauf und Logistik The Federal Association for Material Management Purchasing and Logistics based in Frankfurt Germany BME Re Procserve Catalogue Builder amp Procserve Catalogue Manager BMEcat data format is a widely used international standard for the exchange of product data catalogues between Supplier and purchasing Organisations This standard is BMEcat used by the Procserve Trading network for the creation and exchange of Catalogue data within the Procserve Catalogue Builder Procserve Catalogue Manager and Procserve Catalogue Search Web htt
206. ntity e Product Information e Unit Price e Unit of Measure e Line Total e g 10 x Widgets with value of 100 Each 1000 Service Based Service based Order lines are identified by containing the following data e Product Information e Line Total e g Services to maintain building for 12 months value 15000 About Invoices Invoices created by the Supplier Portal can have potentially two Invoice line types commodity based Invoice lines and service based Invoice lines Commodity Based Commodity based Invoice lines are identified by containing the following data e Invoice Quantity e Product Information e Unit Price e Unit of Measure e Line Total ProcServe ProcServe Holdings Limited 2012 About Documents 257 e g 10 x Widgets with value of 100 Each 1000 Service based Invoice lines are identified by containing the following data e Product Information e Line Total e g Services to maintain building for 12 months value 15000 Both types of Invoices lines can have Credit Notes raised against them from the Supplier Portal ProcServe Holdings Limited 2012 ProcServe 7 Glossary 7 1 Glossary The glossary provides a list of terms and definitions used in the system AID Re Procserve Catalogue Search Article ID The item number A list of business rules defining what happens to either a requisition or purchase Order after it is submitted by a user Approval Plans co
207. nts Working w ith Documents Summary oe 5 9 1 Working with Documents Working with Documents Summary The working with documents section provides a reference and guide to viewing checking and processing documents within the Procserve Supplier Portal The following lists provides to the components of the working with documents section The Documents Page When you login the system displays a summary list of current documents From here you can work with individual documents See Document Page Overview Understanding Document Actions This section provides a guide to common actions you can perform on your documents For example how to print a document See Understanding Document Actions Overview Requests For Quotes RFQs You can find out how to work with RFQs For example you can create a Quote from an RFQ See Request for Quote Details Quotes This section describes how you work with Quotes For example how to create or edit a Quote See The Quote Summary Orders You can find out what you do when you receive an Order For example how to view the Order details or managing an Order Response The Order Details Summary Invoices This section describes how you work with Invoices For example how to create an Invoice and managing Credit Notes See Ihe Invoice Summary ProcServe ProcServe Holdings Limited 2012 The Documents Page Document Page Overview 5 2 The Documents Page 5 2 1 Document Page Overvi
208. nufacturer Description amp Comments Supplied Quantity Unit Price Extended KV 28CS705 28 66cm Visible FD trinitron WEGA Television 100hz Digital Motion PICTUREPOVYER Digital Noise Reduction DNR Smart Zoom 4 3 Wide 14 9 Mode ATS Auto start up One button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te PS2SLIM Smaller lighter and network ready PlayStation 2 BE SE 17 Apr 2007 312 56 3 125 60 2 17 Apr 2007 2 00 EA 99 85 Total Note The warning message under the Related Documents area tells you the current status of the Credit Note Auto Numbering Disabled If auto numbering for Credit Notes has been disabled a number must be entered manually Tip The General Admin Module allows you to enable and disable automatic document numbering See General Admin Dates Click the Calendar icon to change the Dated and Tax Point dates See also Editing Header Details You cannot change the Raised date Save Credit Note Once you have made any changes to the Dates and check the Credit Note details you click the Save icon to save the Credit Note For example ProcServe Holdings Limited 2012 ProcServe Credit Notes Creating a New Credit Note ProcServe NickAnderson Sign Out C ProcServe g SUPPLIER PORTAL Home Catalogues Reports Admin Log Out Editing Credit Note 35 Test To SP Trading PLC ms Dated Raised Tax Point eae Currency Value 05 Sep 2007 Ins
209. o sign out See Page Header Overview 3 System Alerts Click the Arrow icon to link to the Systems Alerts page You can find out the Area current status of the system Marketplace This area contains any news about the marketplace Messages 5 Did you This area displays help and information You can click the links to access Know various features 1 Page Header Area ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface The Page Header Area 4 24 The Page Header Area 4 2 4 1 Page Header Overview This topic describes how you use the Pager Header area in the Supplier Portal The Page Header are is located at the top right of each page in the Supplier Portal ProcServe NickAnderson Sign Out Co Home Documents Reports Admin Help The following list describes the Page Header Page Click this link to return to the Portal Home page See Supplier Portal Home Page Click this link to open the Document Page See Document Page Overview Banas Click this link to work with Reports Reports See Reports Overview Click the Admin gt gt Company Admin link to view and change some of your Organisation details See Company Admin Overview Company Admin If you are not a Single Sign in Supplier you can click the Admin gt gt Change Password link to vew and change your Password See Changing Your Password eS Click this link to view help about the current topic Change Pass
210. oblem OPEN anzibar 3 The following list describes the above options Before raising a Support query you are advised to check the help file Supplier Portal Help using the Browse Search and Index options Click the Supplier Portal help link to access the help file Knowledge Centre The Knowledge Centre provides further support and resources See The Knowledge Centre Trainina Line The Training line provides further training and help Please note the times g the Training line is open and that calls are charged at a Premium rate Euriher Asante Click the Marketplace for which you wish to get help Note that the list you see may be different Tip See email Support below ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface The Page Header Area 4 email Support When you click a marketplace link in the Contact page the following form is displayed for the relevant marketplace E mail the Zanzibar Support Helpdesk Your Name jNickLynne Your mer Organisation un Reply E mail Tel Preference nick_lynne GruyerePack com 020 7730 9000 C Fax 020 7333 5047 Subject Line Help Request Your Message Help You chose the wrong Marketplace If you clicked the wrong marketplace please navigate back to the previous page Tip In Windows you right click on a blank part of the page and select Back from the pop up menu 5 Enter the details and a message in the relevant fields Click
211. of the Credit Note The following list provides summary details of Terms Edit Terms Click the Edit icon to edit terms See Editing Payment Details Terms Settlement Terms Click the Settlement Terms icon to view settlement terms See Editing Payment Details Terms o Total Summary of the total value of the Credit Note including tax e Audit P Audit The Audit contains details about the transmission and any status changes Click the Plus icon next to the Audit button further details are displayed For example Date amp Time Audit Event Details 12 Dec 2006 11 45 Sending Document Completed Sending Document 12 Dec 2006 11 45 Update Audit Status Completed Update Of Audit Status 12 Dec 2006 11 45 Ending Processing Processing Ended ProcServe Holdings Limited 2012 ProcServe Credit Notes Editing Credit Notes 5 9 4 2 Editing Header Details Quick Links Topic Overview Editing Header Details Overview When you are creating viewing or editing Credit Notes you may need to change the header details See Creating an Credit Note Editing or Viewing Credit Note You can change the date a manually entered document number or the tax point date Editing Header Details Click the Edit icon next to the Header details shown highlighted Editing Credit Note 35 Test To SP Trading PLC a Dated Raised Tax Point Sent Currency EPA Total Value Er The Header details are displayed in Edit mode For example
212. olumns Filled consistent e Aspect Value columns Filled consistent Extended Item Class columns Filled consistent WW Extended Item ID columns Filled consistent Abort test after 1000 rrorslwarnings max 65000 cnet ProcServe ProcServe Holdings Limited 2012 Admin Menu Catalogue Management 6 Check Results To run the checks click the OK button When the tests are complete the results are displayed Test status Ga roc S i S OK I Data type of Fields OK MW Action code OK i Mandatory Fields errors Ww Unique key OK j Redundance of items with same kev OK i Missing language replaced by en OK i Price Effective Date lt Price Expiry date OK MW Items classified by UNSPSC codes OE i Validity periods of item prices do not overlap OK i Aspect Value columns Filled consistent OE i Aspect Name columns filled consistent OK W Extended Item Class Source columns Filled consistent OK W Extended Item ID Source columns Filled consistent i Aspect Value columns Filled consistent OE W Extended Item Class columns Filled consistent OK Extended Item ID columns Filled consistent OK Abort test after 100C errorsiwarnings max 65000 ce 7 As shown in the above image errors may be displayed 8 Check the Report page Rule Wam Eror Message Error Mandatory value for column CataloquelD is missing Info Test procedure is completed with errors 9 The above image indicates that the cataloguelD is missi
213. ompany information Users Messages Relationships and if you have the relevant setup SpConnect 1 Locate the Admin Page The following list describes how you locate and use the Admin page 2 Click the Admin gt gt Company Admin link in the Page Header of any Supplier Portal page ProcServe SUPPLIER PORTAL General Addresses Users Messages Relationships ProcServe Note The above image is reduced for clarity 3 Use the Admin Page The following list describes the options in the Admin page When you click this link or when you first open the Admin page the General Configuration area is displayed See General Admin Click this link to display the Address area so you can view or change address details Addresses see Addresses Admin Click this link to display the Users area so you can view or change User details See Users Admin Users You can work with or create new messages to be displayed on the Supplier Portal Home Page See Messages Admin Relationshi You can set up details for the Buying Organisations you deal with see Buyer ps Relationships Admin spConnect is a software solution that provides the ability to download documents e g received orders and upload documents e g Invoices and Credit Notes from the Messages spConnect Supplier Portal to a computer within your own network SPConnect Administration menu item will only be displayed if you are authorised to manage spConnect and your Organisa
214. ons and support issues 0845 604 2428 Prior to contacting support please access the online help to check if your query is listed ProcServe Holdings Limited 2012 ProcServe Procserve Portal Admin Menu Administration Overview _2 3 Procserve Portal 3 1 Admin Menu 3 1 1 Administration Overview _2 Overview This section describes how you can configure and manage your users catalogues and organisation details The following list provides links to the administrative tasks you can perform User Management View and manage user accounts Catalogue Management Manage your catalogues Edit Organisation View and edit your organistation details ProcServe Holdings Limited 2012 ProcServe Admin Menu User Management 3 1 2 User Management 3 1 2 1 User Management Overview_2 Overview This section describes user types and what they can do and provides links to related topics Basic User Details The following list describes where to find user task instructions Disabling Users To disable a user you should contact the Procserve service desk Adding a User Additional users can be added by super users lf your account is locked you will need to contact the Procserve Unlocking User Account service desk The following describes each supplier user type Supplier who can perform all services that the organisation has been configured for plus administrative tasks for their own Supplier Super User organisation For
215. or a document They are described below Tax Calculated at Line Level No 1 The Extended Values of document lines having the same Tax Rate are summed to give the Tax Analysis Taxable Values one for each Tax Rate 2 The Tax Analysis Taxable Values are decreased by any Settlement Discount percentage and the results rounded to the nearest 2 decimal places are the Discounted Tax Analysis Taxable Values not displayed 3 The Tax Rate percentages are applied to each of the Discounted Tax Analysis Taxable Values and the results rounded up down or to the nearest 2 decimal places according to the setting for your Organisation are the Tax Analysis Tax Values 4 The Tax Analysis Tax Values are summed to give the Total Tax for the document Tax Calculated at Line Level Yes 1 The Extended Values and Tax Values see below of document lines having the same Tax Rate are summed to give the Tax Analysis Taxable Values and Tax Analysis Tax Values 2 All Tax Values see below calculated for document lines are summed to give the Total Tax for the document Tax Value for a Document Line 1 The Price is multiplied by Quantity and the result rounded to the nearest 2 decimal places is the line Extended Value 2 The line Extended Value is decreased by any Settlement Discount percentage and the result rounded to the nearest 2 decimal places is the Discounted Line Value not displayed 3 The Tax Rate percentage for the line
216. or gt lt DecimalSeparator gt lt Precision gt 15 2 lt Precision gt lt Parameters gt lt OriginatingSoftware gt lt SoftwareManufacturer gt Microsoft lt SoftwareManufacturer gt lt SoftwareProduct gt InfoPath lt SoftwareProduct gt lt SoftwareVersion gt 2003 SP1 lt SoftwareVersion gt lt OriginatingSoftware gt lt TestFlag gt lt Test Mode 0 gt Test lt Test gt lt TestFlag gt lt OrderType Code PUO Codelist BASDA gt lt OrderType gt lt Function Code original Codelist UKGov DocStatus Preserve true gt lt Function gt lt OrderCurrency gt lt Currency Code GBP Codelist UKGov CurrencyCode gt GBP lt Currency gt lt OrderCurrency gt lt Checksum gt 56628 lt Checksum gt lt OrderHead gt lt OrderReferences gt lt ContractOrderReference gt IMP379354 lt ContractOrderReference gt lt BuyersOrderNumber Preserve true gt IMP3131 1 lt BuyersOrderNumber gt lt CrossReference gt lt CrossReference gt 2 ONvedarDafarancacs WW Many electronic documents use the XML language conventions m The following list describes some of the actions you can take from the above page o Change Indentation Click this icon to change the indentation o Return Click this icon to return to the document View Edit page o Print Click this icon to print the raw text o Send Raw Text Click this icon to send the raw text to your email address e Marking a Document as Void lnis icon allows you to voi
217. ote Summary 5 9 Credit Notes 5 9 1 The Credit Note Summary Quick Links Topic Overview Using the Credit Note Summary Overview When you click an Credit Note in the Document page the Document Summary is displayed to the left of the page See Document Page Overview You use the Credit Note Summary to view Credit Note details or perform actions on the Credit Note Using the Credit Note Summary The following image is an example of a Credit Note Summary Credit Note 2 ENS To Dated 23 Jan 2006 Raised 23 Jan 2006 15 08 ExciTax 814 00 GBP Total 9 181 45 GBP Related to Comments sent Ole The following list describes the Credit Note Summary e Document Type and Number The unique identifier for the document e To The buying Organisation to which you will send or have sent the document e Dated The stated date of the document e Raised The date and time that the document was raised e Excl Tax The total value of the document excluding tax and the currency of the document e Total The total value of the document including tax and the currency of the document e Related To Any document from which this document was derived or which is derived from this document Clicking on the document number will cause the display to display to that document e Comments Any comments notes and remarks associated with this document e Sent Whether or not you have sent the document to the buying Organisation The fol
218. owing list describes how you locate the Message Admin area 1 Click the Admin gt gt Company Admin link in the Page Header of any Supplier Portal page The General Admin page is displayed 2 Click the Message link in the Admin Menu bar The Message page is displayed ProcServe SUPPLIER PORTAL General Addresses Users Messages Relationships Please send your Invoices ef Jan 2009 17 49 26 Jan 2009 03 00 System down 21 00 23 00 27 01 27 Jan 2009 17 51 27 Jan 2009 17 51 The above image shows the current message list to the left of the area The right hand side of the area allows you to add change and view messages 3 The Message List This is a list of existing messages The following list describes the Message list e Add Message Click this icon to add a new message using the Message Details area See Message Details below e Title The name of the message Click the name to open the message in the Message Details area see Message Details below e Start The date the message will appear on the Supplier Portal Home page See Message Details below e Stop The date the message will stop appearing on the Supplier Portal Home page See Message Details below 4 Message Details You can add details to new messages change or delete messages using the Message Details area to the right of the page ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface 74 Company Admin Local Message Mes
219. p omecat de The user interface to the Procserve Commerce Network is Browser through your standard Web browser example Microsoft Internet Explorer or Netscape Navigator ProcServe Holdings Limited 2012 ProcServe See also Assortment Catalogue Catalogue created from a Multiple Buyer or source Catalogue for a single Buyer The Catalogue may contain all or any assortment of items derived from the Multiple Buyer Catalogue and may be enhanced with Buyer specific data When the contents of a Buyer Catalogue is defined the item data is not copied but referenced to the original Source Catalogue Buyer Catalogue Re Procserve Catalogue Manager Catalogue Context Re Procserve The selection of a Catalogue with which it is intended to Catalogue Manager work Editions are used so that the history of a Catalogue can be managed coherently A Catalogue always has one current edition in which changes validations and other operations are made and is identified with a name and description There can be multiple versions of each edition Catalogue Edition Re Procserve Catalogue Manager Catalogue Status Re Procserve Provides information about the process steps that are Catalogue Manager currently being carried out within the Catalogue Several versions can exist of one Catalogue edition The version number is incremented from within the Catalogue edition and is usually used to record a major revision to the data Catalogue V
220. quests For Quote SP Trading PLC 8 Requests For Quotes 8 Quotes SP Trading PLC 3 13 831 20 EUR 3 24 897 80 GBP Quotes 6 33 931 18 GaP Orders SP Trading PLC 1 5 283 87 EUR 12 59 203 76 GBP Orders 13 62 740 49 GSP Provisional Purchase Orders To print the document to your printer Lui k Click and follow the on page prompts You can close the print prevew window by Clicking ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Managing Reports 4 2 6 4 17 Document Summary For A Date Range Overview gt Click Gi Standard to view all standard reports t Click report From Date Received To Date Received To print the report immediately Click and the report will be rendered in a new window Your Report Name Report Type Produced 17 Apr 2007 16 29 For IMPAQ Business Solutions Limited Page 1 of 1 Document Summary 01 Jan 2007 to 17 Apr 2007 Document Buying Organisation No of Docs Requests For Quote SP Trading PLC Requests For Quotes Quotes SP Trading PLC Quotes Orders SP Trading PLC Orders Provisional Purchase Orders To print the document to your printer Click and follow the on page prompts You can close the print preview window by k Clicking ProcServe Excl Tax 13 831 20 24 897 80 33 931 18 5 283 87 59 203 76 62 740 49 Total Value ProcServe Holdings Limited 2012 Working with Docume
221. r A Period Overview b Click Standard to view all standard reports our Report Mame Document Summary For A Period Report Type Document Summary For A Period summary of documents received or raised within a selected period t Use the pull down list to select the time frame for the report For Period Last Week This Month Last Month This Year Last Year Today summary of all documents received and created on this day Yesterday summary of all documents received and created yesterday This Week summary of all documents received and created this week start day is Sunday Last week summary of all documents received and created last week Sunday to Saturday This Month summary of all documents received and created from the 1st of the current month Last Month summary of all documents received and created last month This Year summary of all documents received and created this year start date is 1st January Last Year summary of all documents received and created last year January 1st to December 31st last year To print the report immediately Click and the report will be rendered in a new window ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface Managing Reports Produced 17 Apr 2007 16 29 For IMPAQ Business Solutions Limited Page 1 of 1 Document Summary 01 Jan 2007 to 17 Apr 2007 Document Buying Organisation No of Docs Excl Tax Total Value Re
222. r be visible to end users Once your price effective date is reached they will become visible to your end users Please note if you wish to upload all your price periods in one day you will need to contact the Buying Organisation and request they change the export profile on your catalogue to export incrementally Once this is done you will be able to follow the above process from 1 6 The next step would be once the Buyer Administrator tasks are complete the catalogue will export immediately gt you will receive an automatic email from Catalogue Management advising that the Catalogue is available for updating gt complete the process again for your next price period on the same day ProcServe Holdings Limited 2012 ProcServe Admin Menu Catalogue Management 3 1 4 4 Removing your Catalogue If you wish to remove your Catalogue from the Procserve Commerce Network please contact the Procserve Support Desk The Procserve Support Desk will remove the Catalogue for you from the Catalogue System Once they have done this it will not be available to any end user to vew However you will still be able to view this Catalogue by logging into Catalogue Management Please note the status of your Catalogue should now be Created ProcServe ProcServe Holdings Limited 2012 Supplier Portal Supplier Portal Overview 4 Supplier Portal 4 1 Supplier Portal Overview The Supplier Portal allows you access to the Procserve Commerce Ne
223. r certain Catalogue fields Procserve Catalogue Search returns a list of items that match the search criteria Parametric Search Adobe Portable Document Format A format that allows the conversion of virtually any document in virtually any application to be universally distributed read and stored Where a Supplier provides a Catalogue to a single buying Private Catalogue Organisation under contract or agreement with that buying Organisation The entire management process from import to release of Process Profile Re Procserve data Standard processes distribute tasks to responsible Catalogue Manager users and can automatically start operations like Catalogue exports In some buying Organisations credit or charge cards which Procurement Cards are used for purchasing supplies Also known as Purchasing Cards or GPC s The Procserve Catalogue Builder is a Microsoft Excel spreadsheet used to contain data that defines catalogues and Catalogue item data A macro Check Data can be run Procserve Catalogue Builder to check that the data is correctly formed Once data has been checked a BMECat file q v can be generated The BMECat file can then be imported onto the Catalogue Management system Where a Supplier provides a Catalogue for use by multiple Public Catalogue buying Organisations under contract or agreement with public sector contracting authority see also Shopping Lists A saved list of regularly Recurring Requisition pu
224. raining help and advice contact the Supplier Portal Training line on 44 0 905 2340 700 Please note that calls are charged at the rate of 1 00 a minute It is possible to integrate the Supplier Portal with your existing computer based systems used for order invoice credit note processing A simple overview of the integration options provided can be found here Click e If you are a first time user of the Supplier Portal it is recommended that you review the system settings assigned to your account via the Admin module Click here to view the Getting Started guide The Knowledge Centre provides a list of Frequently Asked Questions FAQ s Useful Documents Live Training Events and Pre recorded Training Videos for all of the Marketplaces you are trading with Click 3 Using the Supplier Portal Home Page The following list describes how you use the Supplier Portal Home page This area allows you to access further features such as Catalogues You can also sign out See Page Header Overview Page Header Area This is a list of all documents with outstanding actions When you click on one of the links the Document list is displayed with the relevant documents displayed See Document Page Overview Documents Attention Area ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Supplier Portal Home Page This area allows you to access further features such as Catalogues You can als
225. rchased items A recurring requisition can be used to add items to a requisition instead of searching catalogues Request for purchase which may consist of items from various Suppliers grouped and ready to submit for approval or Ordering A requisition is usually converted into a Purchase Order during or after approval Request for Quote Return Material Authorisation The generic term for a returns RMA number issued by a Supplier under which goods are to be returned SAID Re Procserve Catalogue Search Supplier Article ID ProcServe ProcServe Holdings Limited 2012 Requisition re P2P If a list or page contents extends to over a single page display it is possible to scroll vertically or horizontally to read the hidden page content scrolling A tool which enables a user to search for items or documents based on information that they enter A search engine returns a list of results which meet the search criteria SGML Standard Generalised Mark up Language The term used in Procserve Catalogue Search to refer to a list of items that an individual is buying and wishes to return to their P2P application The Basket is sometimes referred to as a Cart In the P2P application a Shopping Cart is usually converted into or added to a Requisition Search Engine Shopping List A saved list of items for adding to a Shopping List in Procserve Catalogue Search Shopping Lists can be used as templates or
226. ription and any comments about this line of the Order e Supplied Date E Click the Calendar icon to select a new date e Quantity The number of units of the item being Ordered e Unit The unit of measure of the item e Price The price per unit e Tax Rate The Tax rate that applies to this line of the Credit Note you can select a new option from the drop down e Save Changes Click the Save icon to validate and if valid save your changes e Cancel Changes Click the Cancel icon to cancel changes and close Edit mode Delete Line Items ProcServe Holdings Limited 2012 ProcServe Credit Notes Editing Credit Notes The following list describes how you can remove one or all lines from a Credit Note e Delete Single Line from Credit Note To remove a single line from the Credit Note click the Delete icon for that line item shown highlighted Credit Note lines Item Shipping Other Credit X lt Line ltem Code Classification Description amp Comments Supplied Quantity Unit Price Extended Tax Rate Line Total KV2 CS705 3125 67 Apr 2007 10 00 EA 312 56 3 125 60 Standard 3 672 58 AX 28 66cm Wisible FD trinitron WEGA Television 100hz Digital Motion 17 5 PICTUREPONUER Digital Moise Reduction DMR Smart Zoom 3 Wide 14 9 Mode ATS uto start upfOne button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te 2 PS2SLIM 4992547 Apr 2007 2 00 En 99 85 199 70 Standard 234 65 Smaller l
227. rve ProcServe Holdings Limited 2012 Logging in to the Procserve Commerce Netw ork ProcServe Hello Welcome to the ProcServe marketplace everything you need to conduct electronic trading in one fast flexible and secure managed service Username Password Forgotten your username Logging out Click the Log Out link in the top menu bar Hello Ron My profile Feedback Log out ProcServe Holdings Limited 2012 ProcServe Procserve Portal Home Page ER 2 2 Procserve Portal Home Page Overview The Procserve Home page is displayed once you are logged into the Procserve Commerce Network The Home page allows you to access the Procserve Commerce Network features You can also access your User profile get help provide feedback and logout Note The Home page you see may be different depending on e Which features you are authorised to use e Which services your Organisation has switched on The Procserve Home Page The following image is an example Home page plus descriptions of the main features 3 Hello Jim My profile Feedback Log out ProcServe Home SUPPLIER MENU mer D Welcome to the Portal ADMIN MENU Welcome to the ProcServe Portal User Management Browse previous news Catalogue 2 Management Edit Organisation The following list describes the Procserve Home page as indicated by the numbering EE Click the link top access the Supplier Portal See
228. ry and reference to each subsection in his section e Printing a Document Where you see this icon you can render the document in a print friendly format ready for printing A new page will be displayed For example PRINTED COPY O rd er From GO Distribution Limited Order Ha IMP3131 Date 17 Jul 2006 Ordered By GO Distribution Limitec Contact Steve Highway E mail accouts ihgedistributior couk Direct 01488 46054 Tax Reg Mo Deliver To GO Distribution Limited Unit 26 Surrey Technology Park Oid Guildford Road GU STG United Kingdom Contact Steve Highway E mail accounts godistnbutton co uk Direct 01488 546854 Invoice To GO Distribution Limited Unit 36 Surrey Technology Fark Cid Guildford Road GU1 STG United Kingdom Contact Steve Highway Direct 014668 546954 Currency GBP Line litem Code Description amp Comments Deliver By Gty Unit Unit Price Value KV28CS705 21 Jul 06 6 EA 312 56 1 875 36 Lures 28 66cm Visible FD tintron WEGA Television 100hz Digital Motion PICTUREPOWER Digital Noise Reduction DNR Smart 2oom 4 3 Wide 14 9 Mode ATSH Aub start uo One button tuning Auto labelling Auto sort OSD Menu Sleep Timer 250 Te Deliver Toc GO Distribution Limited Unit 26 Surrey Technology Park Old Guildford Road GU1 5TG United Kingdom Contact Steve Highway E mail accounis igedisinbutionco uk Direct 01498 48354 AWPZP3B S mline USB PC HiFi System Front USB hub 2 USE ports MPS playback Combined pow
229. s o Quantity Change the quantity for commodity based Order lines or a value for service based Order lines o Add Single Item When you have amended the item you can click the add single item icon for the relevant item within the Order lines o The Add to Invoice value in the Order line details will automatically be re calculated once the line has been added to the Invoice Delete Line Items The following list describes how you can remove one or all lines from an Invoice e Delete Single Line To remove a single line from the document click the Delete icon for that line item e Delete All Lines x x Click the Remove All icon to remove all lines from the document ProcServe ProcServe Holdings Limited 2012 Invoices 217 Editing Invoices 5 8 4 6 Adding Invoice Lines Not on Order Quick Links Topic Overview Adding Invoice Lines Not on Order Overview In addition to adding lines from the Order you may wish to add other lines to the Invoice The Supplier Portal allows three types of additional lines e An Item line for normal goods and services e A Shipping line for charges related to the delivery of goods e An Other Charge line for charges not directly related to delivery You do this when editing or creating an Invoice See Creating a New Invoice Editing or Viewing Invoices Adding Invoice Lines Not on Order The following steps describe how you add none Order lines to the Invoice e Select one of the line
230. s 16 December 2006 22 February 2009 05 January 2009 03 February 2009 24 April 2006 20 January 2009 Click the user name for the relevant user to display the user details See User Details below 7 Click the user name link for the user you wish to edit 8 The User Profile page is displayed ProcServe ProcServe Holdings Limited 2012 User Management a Back Mr Joe Smith Status Username Email address Organisation Address Telephone number Fax number Preferred language Role Data Feed s Classification view s ProcServe Holdings Limited 2012 Edit this profile Active joesmith pssp001 joe smith procserve com PS Supplier Solutions 123 Buckingham Palace Road London SW1W 9SR United Kingdom 02075551212 English UK Supplier Super User Welcome message Message Of The day News ProcServe Admin Menu Admin Menu User Management Editing a User Account Click the Edit this profile button 10 The Edit User page is displayed Back without saving changes Edit User Joe Smith Title Mr F2 First name Joe Last name Smith Status Active Username joesmith pssp001 Email address joe smith procserve com Confirm Email address joe smith procserve com Organisation PS Supplier Solutions Default address 123 Buckingham Palace Road SW1W 9SR London Telephone number 02075551212 Fax number Preferred language English UK Supplier Super User Ro
231. s ltem Shipping Other Charge gt lt gt lt Line Item Code Classification Description amp Comments Supplied Quantity lt Price Extended Tax Rate Line Total KU28CS 705 3125617 Apr 2007 10 00 312 56 3 125 60 Standard 3 672 56 28 66cm Visible FD trinitron WEGA Television 100hz Digital Motion 17 5 PICTUREPOVVER Digital Moise Reduction DNF Smart Zo0m 4 3 Wide 14 9 Mode ATS Auto start upfOne button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te PS2SLIM 499 251 7 Apr 2007 A a5 ff 25 en ol ie B2 Smaller lighter and network ready PlayStation 2 owe 0 5 DVS7545MR 608 3517 Apr 2007 14 wal 67 608 35 Standard alk 4 51 DYDD AudiotSACD playback Cives playback 5 1 channel audio output 17 5 PAL Progressive Scan D YD RDYD RVY compatible Playback Discs CCE COA COICINCO RvCD RVWDYD RUDY D RE w D AUDIOS ACO S ACD MULTI 1 Disc Capacity DYO R record HS Order IMPO71304B4 3 Lines Tax Rate Taxable LE Terms Ext Subtotal 4 233 20 VAT Standard 17 5 4 233 20 740 81 Payment Due 30 Days Pall 740 81 Total 4 574 01 i Audit 1 line Working with Invoices Creating a Invoice The Creating Invoices page is used in the same way as described in the list below The following list describes how you use the Edit Invoices page ProcServe Holdings Limited 2012 ProcServe Invoices Editing Invoices e Document Actions The following actions may be available depending on context o Back Bu
232. s See Editing Validity Settings o Ext Subtotal The total of the extended values of all the lines i e excluding tax o Tax The total tax value o Total The total value of the Invoice including tax e Audit P Audit The Audit contains details about the transmission and any status changes Click the Plus icon next to the Audit button further details are displayed For example Date amp Time Audit Event Details 13 Apr 2007 11 33 Document created Quote 46 created by dbailey impag co uk Derek Bailey 17 Apr 2007 11 11 Sending Document Completed Sending Document 17 Apr 2007 11 11 Update Audit Status Completed Update Of Audit Status 17 Apr 2007 11 11 Ending Processing Processing Ended ProcServe Holdings Limited 2012 ProcServe Quotes Editing Quotes 5 5 5 2 Editing Header Details Quick Links Topic Overview Editing Header Details Overview When you are creating or editing Quotes you may need to change the header details See Creating a Quote or Editing Quotes You can change the date a manually entered document number or the currency rate Editing Header Details Click the Edit icon next to the Header details shown highlighted SUPPLIER PORTAL Home Documents Catalogues Reports Admin Help Quote 0000000008 To DCSF a K ae EL SES Mar 2009 ooo 17 36 0 No GBP 0 00 m i Parties Quote To Quote From ag Delivery SANCTUARY BLDG GREAT SMITH ST WESTMINS SANCTUARY BLDG GREAT SMITH
233. sage Title Catalogue Build Start Displaying 28 Jan 2009 08 00 Stop Displaying 30 Jan 2009 21 00 Message Text English UK Prior to sending any catalogue changes to SP Trading please check with the Catalogue manager that the correct discounts have been applied Cymraeg 5 The following list describes how you use this area e Message Title Enter a name for the message e Start and Stop Displaying These fields define the data and time period the message will be displayed for To enter a date and time in either field o Dates Click the Calendar icon to use the Calendar pop up January 2009 x lt January 2009 a Sun Mon Tue Wed Thu Fri Sat 28 29 30 31 1 2 3 4 5 6 F 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 1 28 29 30 31 4 F 3 A E ke ri Click a date to use it To change month click the arrows either side of the month title e g January 2009 or select from the month drop down To change year select a year from the drop down o Times You can enter a time in either date field For example 28 Jan 2009 08 00 30 Jan 2009 21 00 e Message Text Enter your message in this field e Cymraeg You can also enter a Welsh language message in this field ProcServe Holdings Limited2012 ProcServe The Supplier Portal Interface 70 Company Admin e Delete Message Click the Delete icon to delete the currently displayed message A prompt is displayed Click the OK
234. skeleton Orders to avoid the need for searching catalogues Shopping List See also Multiple Buyer Catalogue A Catalogue created for the purpose of having more than one buying Organisation associated with it and contains data for more than one Buyer Used to create Assortment Catalogues Source Catalogues are not exported to Procserve Catalogue Search Source File The relative path and name or URL of a file Structured Query Language A language used to obtain data SQL from or modify data in a relational database SSO Single Sign On A Catalogue provided by a single Supplier which is Standard Supplier Catalogue re associated with exactly one buying Organisation A Procserve Catalogue Manager Standard Catalogue is exported to Procserve Catalogue Search Source Catalogue re Procserve Catalogue Manager Target System Re Procserve Catalogue The directory to which an exported Catalogue file is to be Manager Thumbnail A small preview of an image ProcServe Holdings Limited 2012 ProcServe Uniform Code Council Also known as GS1US The Organisation appointed by the UNDP as the code manager responsible for managing the UNSPSC Classification scheme The code manager is responsible for ensuring compliance with the principles of the UNSPSC as well as the UCC integrity of the code schema The UCC is responsible for overseeing code change requests industry revision projects issuing regularly scheduled updates to th
235. snin Se er decse teint A E ucheed cabin eavearhideubondaanes 85 Request For Quote LIST For A Period in ne nn cece sais E AA EA EA AAE EAE EAEE 85 Request For Quote List For A Date RANdE 5515588888 hn en nine Mie sin 87 Quote LEIS CIFOR FASO niaren to e E EAA E E E 89 Quote Hst Eo A Date RANGE iaaa aE EE E T A 91 Ord r LIST FOR A Forog eea E A TEE 92 Order List ForA DIERAN G eino a E E D ivy wise lecedvcdmatisacsacuady aoe 94 NVOC LIST FOCA Ferio erer M En antoine ennemie 95 voice LISEFOr A Date Range in ni an iranienne 97 Self Billed Invoice List For A Pero a A E A AEE TEREA 98 Self Billed Invoice List For A Date Range ss 100 Credit Note Gist FOr A Period reroror taberi e E E e E 102 Credit Note List For Date Range a E A E AAE 104 Self Billed Credit Note List For Period 105 Self Billed Credit Note List For A Date Range 107 WEEMS AIG COMGIIONS irria e de nn t tanie ren be tn de nn ete uu a 109 Document Summary FOr As Peto assie IR Annette 110 Document Summary For A Date Range sise 112 Part5 Working with Documents 114 5 1 Working with Documents Summary cccecceceeeeeeeceeeeeeeeeeeseeeeseeeeenseeensesonseseeseeeesneeenaes 114 5 2 TNE DOCUMENIS PAGE cms nest annee ra nes senense ae sie sens eee rennes ane 115 DOCUMENT Page Ov Gl VICW ss rase drift cne ren Ne Aires din et NUE nt 115 ThE Document S SSSR ER ER re nee con ee nn TN ten 117 Me Document MOO ees E cit nine tre 119 The Document S
236. t For example Related Documents Attachments Comments The following list describes the details shown o Related Documents Name Clicking on a document name displays the related document in the relevant Document Details page o Attachments An Attachment image indicates that a document is attached to this document Click the name to display the attachment in a new window o Comments Further comments from the buying Organisation regarding this document e Line Details This is a summary list of the line items ProcServe Holdings Limited 2012 ProcServe View ing the Order Details Orders and Order Responses Lineltem Code Manufacturer Description amp Comments Deliver By Quantity Unit Price Extended Tax Rate Line Total KUY28CS 705 Sony 13 Apr 2007 10 00 FA 51256 3 125 60 Standard 3 672 58 28 66cm Visible FD trinitron WEGA Television 100hz Digital Motion 17 5 PICTUREPOWUER Digital Moise Reduction CONS Smart Zoom 43 Wide 14 9 Mode ATS Auto start upone button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te PS25LIM Sony 13 Apr 2007 5 00 EA 99 65 459 25 Standard 556 62 Smaller lighter and network ready PlayStation 2 17 5 O DV45754SMR Pioneer 15 Apr 2007 5 EA MA167 BOS 35 Standard 714 51 DYD AudioSACD playback DivX playback 5 1 channel audio output 17 5 PAL Progressive Scan DY D RO D M compatible Playback Discs DVS M ECM COICO ACD RICD RYWDYD RUDYD RVWDY D AUDIOS ACDSACD MULTI 1 Disc Capac
237. taeinees 205 Eng NVOC ES ein PR cu wenmumanmecue cuckmednete 207 Eding or VIC WING INV OIG OS sine RE RSR Ne dites tee oies 207 se A Header D tAiS apace chet cess ne dene vate sea ft Der lien ee nee es 210 Changing Invoice Parties Details 25 54s dessein nent ineenientnee 212 Bing line Details ss ne dater E NT E E t Re deu ent tae an 213 Adding Invoice Lines Based on Order Lines 215 Adding Invoice Lines Not on Order nan nes dinde en de nel taie des idee 217 Editing Payment Details TerMS iss cette mine eurent nantes 218 VOICe Error MESSAGES nn ennui on idiunce 220 SCT MMW ONGC S nn de en Mt asian 221 The Sel Bill IAVOICS Sumnar ya ate aati ner nt tn ner Nr st 221 View ing the Self Bill Invoice Details issue 223 DI Gre Git NOIES ESS nn a a ts a se 225 Th Great NOTE Sunn y ss stag saaste E vcasencvn rennes tie Rosie Ne Dale sement eee ts 225 Creating a New Credit NOO ter te a mn e mener nel lanta is dnuenee rente ne 227 Creating an Unlinked Credit Note SU a E a E EE RR 229 Editing Credit Notes en tn nent ten at Orden vet Rabel ius een 231 Editing OF Viewing Credit NOTES ssh miennes dapnounetdscnady sen vieanbecabiabsameushecsenvacy ds 231 Ediinog H ader B i e T e sin citnsinate steancavonremssnbied btaunnsinateementoa S ena suaaniey cenevionud tes besenueewnas anes Voenenrendl 234 Changing Credit Notes Parties Details ss 236 Editing One Detalls siess e Ea a E a tie titel tc E 237 Adding Credit Note
238. talogue edition Current status Links tstb001 sppl007 001 supplier test MRA cat SupplierTestCorp TestBuyerinc Edition of 28 09 2012 2 Update expected b BteP eax 4 Click the Transfer button on the bottom right ProcServe Holdings Limited 2012 ProcServe Admin Menu Catalogue Management 5 The Summary page is displayed x Catalogue analysis Time 0 01 x Technical validations 51 Entries Time 0 01 Content validations 100 E Time 0 01 xy Impor preparations 100 m Time 0 02 Catalogue import Catalogue database is being updated N ote e data are being copied from the impor database to the catalog database Then the imported catalog will be available in the system This operation can take some minutes FRETTIIPOTE f CT LS 6 Checking Validation Issues You will need to check the updated catalogue for any validation issues click the Validate button on the bottom right Once the validation has been completed scroll down to view the Validation Report 6 1 No Validation Warnings If there are no validation issues the report will show as GREEN which indicates there have been no changes made therefore to continue to release the catalogue see below in Suppler Review Releasing the Catalogue 6 2 Validation Warnings The validation errors are colour coded RED indicates that the validation has not been successful due to the changes not
239. ted Documents Attachments Comments Source Order SP100407108GH sd SERRES lines Total Value Type Line Order Line tem Code Aux Description amp Comments Delivery PU Unit Price Extended Tax Rate ne Type SAVOM EA 1 500 00 r 200 00 1 762 50 Accept AY Installation Services Zo EA 896 25 2 655 64 3 159 39 Accept 28 66cm Widescreen MICAM Stereo T Active 3D Surround f Sound Automatic Wide Expansion WMidescreen Signalling Plug amp Play with Suto Sorting 2 SCART Sockets 2 RGB input Muki Colour On Screen Display MEAM Stereo Bass pander DVSTSASMR 365 01 1 095 03 Standard 1 256 66 Accept DYD AudioS ACD playback Dive playback 5 1 channel audio 175 output PAL Progressive Scan OYO ROYD RVY compatible Playback Discs DYMO DM COCO ICD RACD RYVIDYD FuDYD RVWOYD AUDICS ACD ACD MULTI 1 Disc Capacity DYD Ryvy record ax R Taxable Tax Ext Subtotal 5 283 87 VAT Standard 17 5 5 283 87 924 68 924 68 Total 6 208 55 m F9 Audit 1 line Viewing an Existing Order Response The following list describes the Order Response page e Back Button Click the Back button to return to the previous page e Print Document Click the Print icon to Print the Document See Printing a Document ProcServe ProcServe Holdings Limited 2012 Orders and Order Responses 175 Managing Your Order Response Further Actions may be taken depending on the status of the Order e Edit Order Response You click this this ico
240. tem Code Classification Description amp Comments Supplied Quantity Unit Price Extended Tax Rate Line Total KU28CS 05 312567 Apr 2007 0 00 EA 312 56 3 125 60 Standard 3 672 56 28 66cm visible FD trintron WEGA Television 100hz Digital Motion 17 5 FiCTUREPOWER Digital Noise Reduction DNR Smart Zoom 43 Wide 14 9 Mode ATS uto start upfone button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te PS25LIM 499 25 17 Apr 2007 5 00 EA 99 55 499 25 Standard 566 62 Smaller lighter and network ready PlayStation 2 17 5 O DVSTSASMR 608 3517 Apr 2007 5 EA 121 67 608 35 Standard 714 51 DW D Audiot ACD playback Divx playback 5 1 channel audio output 17 5 PAL Progressive Scan D YD R OYD RVY compatible Playback Discs DYES CDA COICO IC D RE O R D RUDYD RYWbYD AUDIOS ACHE ACD MULTI 1 Disc Capacity CYDO F record The selected line will be removed from the Invoice e Delete All Lines from Invoice X Click the Remove All icon to remove all lines from the Invoice ProcServe ProcServe Holdings Limited 2012 Invoices Editing Invoices 5 8 4 5 Adding Invoice Lines Based on Order Lines Quick Links Topic Overview Adding Invoice Lines From an Order Adding all Order Lines to an Invoice Adding Single Order Lines to an Invoice Delete Invoice Line tems Overview This topic describes how you can inspect the Invoice and then add all Order lines to the Invoice when editing or creating an Invoice See
241. tente EEEa AAEE Tarana 35 Using the Procserve Catalogue Builder sise 37 Importing Catalogue Dates een eee connected ete en 46 HMOONIAOFUIUrS PRICES nn nm mn en nn n in einen 50 Removing VOUrCAAIOQUE ne ee nec etre edf 52 Part 4 Supplier Portal 54 41 SUPDIGFPOMMal OVEIVICW SSL UE ne ne Se te Ne ete 54 42 The Supplier P rtal Mt rfate tiascc ss tn oups a etes meta KEERA ERAN 55 SIGMMIGHIATO THE SUPP ORCA sss a Ra Ann nent dent 55 Changing Your PAS SN OFC Le a LR nent 57 SUPPER Ponal Pore PAR EE een da ace ie ladles na et dns een QUE ei et 59 WAG Page hedder ATOS enue alec evi A ad ee nt ton send en n e en anne nu 61 PAC Feader ON ON INR RU ad deteste de een Ron de he 61 Contact US RER SR a ene en ne ee ou 62 Th Know ledge CEN Saati cuss ote totals ES Re RAR A RS Sn nie 64 ABDOU SUP PIG POLAIRE eee wubase ala cuaivannenucewanccat 65 Company ACER shld re aa ad aetna Rahs ete het CN he ee ee amas stan dada elas 66 Company AM OV CIVIC W a Rain te den cet non 66 VEES A0 AE TR RE TO 67 MESS AUS ACTA ERA PAR R ueulcnwarueenoucte 70 BV eh tele OlS IS A CNMI aaee dat de tn anal 73 SP COMMIS CU ACN WAS ease shears RE loan cman tena oasis nee 76 Managing Repor s ee mec Re Oe ee ee re eee die 79 Repons OVEN VICW ES RS A Re A nee 79 NOR W AMRODO S aoa US 2 Se DA UN DA es Rs 80 ProcServe Holdings Limited 2012 User Guide Contents Il Scheduling your EDOM S Lee NE a enter Rte era teen den 83 AN allable REPOS S
242. tes raised within a selected period Use the pull down list to select the time frame for the report For Period Yesterday This Week Last Week This Month Last Month This Year Last Year Today all Self Billed Credit Notes received on this day Yesterday all Self Billed Credit Notes received yesterday This Week all Self Billed Credit Notes received this week start day is Sunday Last week all Self Billed Credit Notes received last week Sunday to Saturday This Month all Self Billed Credit Notes received from the 1st of the current month Last Month all Self Billed Credit Notes received last month This Year all Self Billed Credit Notes received this year start date is 1st January Last Year all Self Billed Credit Notes received last year January 1st to December 31st last year To print the report immediately Click and the report will be rendered in a new window ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface Managing Reports Produced 23 Jun 2006 10 14 For IMPAQ Business Solutions Limited Page 1 of 7 Self Billed Credit Note List For Year 01 Jan 2006 Present Raised From Credit Note Ho Sent Excl Tax Total Value 21 Jun 2008 17 08 GO Distribution Limited GODISTISEGIS py 8 070 60 0487 06 ass 483 73 Jun 2006 06 59 GO Distribution Limited RU Mo 8 070 60 0487 06 cee No of Self Billed Credit Notes 2 Report Totals 16 147 20 13 963 92 To print
243. the Procserve Catalogue Builder ProcServe Holdings Limited 2012 ProcServe Admin Menu Catalogue Management Tip You can find additional Tips and Tricks to help you build your catalogue review the Examples and Samples pages in the PCB ProcServe ProcServe Holdings Limited 2012 Admin Menu Catalogue Management 2 Entering Header Data The Header Data worksheet is initially populated by the buyer For updates the supplier should check that this is the correct catalogues For example LR CD MEV CATALOG Previous Version CEE Es eng ere ARCH Z001_1 CatalogueVersion 1 CME Tes EuverWame SupplierName Catt Currency GEP EEE BuyerName Smee 123456789 Sees SupplierName Do you charge for Uelen Please select one of ProcServe Holdings Limited 2012 ProcServe Admin Menu Catalogue Management The following list describes the fields in the PCB Header Data worksheet T_NEW_ CATALOGUE New catalogue load TRANSACTIONS T_UPDATE PRICES Price update to existing catalogue only T_UPDATE_PRODUCTS Product update to existing catalogue only Start at O for the first Update file and increment in 1 whole numbers for each subsiquent Update file ie 0 1 2 3 4 etc Start at O for the first Update file and increment in whole numbers for each subsiquent Update file ie 0 1 2 3 4 etc LANGUAGE This should be left at eng for English CATALOGUE ID The Buyer Short Name e g PROC A unique identifier for the catalog
244. ting an Unlinked Credit Note Overview An Unlinked Credit Note is a new Credit Note that is not being created as a response to a received Invoice Note Not all buying Organisations will accept unlinked documents If the buying Organisation you are creating the Unlinked Credit Note for does not support unlinked documents then the features described below will not be available Creating an Unlinked Credit Note Unlinked Credit Notes when available are created in the Document Tree as described in the following list Documents Click the Documents option in the main menu The Documents page will display For example SUPPLIER PORTAL Tree Search Not Yet Viewed 90 Days Tree Navigate to and click the click the Tree option from the Documents options and the tree panel will be displayed Click on the name of the Buying Organisation you wish to create an Unlinked Credit Note for For example ProcServe Holdings Limited 2012 ProcServe Credit Notes Creating an Unlinked Credit Note z rR All Buying Organisations D n Req est For Quotes ED Quotes O Provisional Purchase Orders CG Confirmed Part Orders CG Orders a Responses Ca Fulfilment CG Invoices E O Credit Notes RD DCSF Oe Request For Quotes 3 Quotes C3 Provisional Purchase Orders a Confirmed Part Orders CG Orders C3 Responses CG Fulfilment CG Invoices I Credit Notes e Details for the Buyi
245. tion is using spConnect See soConnect Admin ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface 67 Company Admin 4 2 5 2 Users Admin Quick Links Topic Overview Locate the User Admin Page User List User Details Overview The User Admin area of the Admin page allows you to vew and change User accounts You can also set administrator privleges for a User and lock User accounts Note To add a User account please contact support See Getting Support Locating the User Admin Page The following list describes how you locate the User Admin page 1 Click the Admin gt gt Company Admin link in the Page Header of any Supplier Portal page The General Admin page is displayed 2 Click the User link in the Admin Menu bar The User page is displayed General Addresses Users Messages Relationships UserID Email Address CE d infogiprocserve com infog procserve com Q raj jaintilal paconsulting com d pane proc paul pserve com prad proc Hamad p com d gljoproc infofprocserve com d dalvirsehmby null dal p com tonom proc infog iprocserve com d martinarydman proc veritywestcott null d lizsaunders null d janepo proc d adamgeorge prc d administrator qs paulnewman proc d dalvirsehmby proc martina p com infog procserve com liz p com infog procserye com adam p com infog iprocserve com paul newm p com infog procserye com The above image shows the current
246. to retain Invoices for VAT evidence e Document Notification You can setup both Requests for Quote and Orders by selecting from this list e Entering Details For each document type you should enter the following details o email to When a document is received at the Supplier Portal an email will be sent to the email addresses you specify in this list o email with PDF Order to When an email is received with a PDF attached it is sent to the ProcServe ProcServe Holdings Limited 2012 The Supplier Portal Interface 75 Company Admin addresses you specify in this list o SMS Notification To send a notification to an SMS recipient enter a Mobile number Note If you wish to add SMS notifications please contact us See Getting Support o Fax Notification To send a fax when a document arrives enter one or more Fax numbers Note If you wish to add SMS notifications please contact us See Getting Support e Using the Controls The following list describes how you add order or remove notifications for emails The task is similar when adding SMS or Fax number o Enter Notification Enter the email address in the To field For example MJones PSupplier com Jim PSupplier com orders PSupplier com O Click the Add icon to add the item Do Jim P Supplier com orders PSupplier com MJones PSupplier com QD o Remove Notification To remove an item select it in the list and click the Delete icon a o Change Or
247. ttings Overview Validity settings can be added to or changed in an unsent Quote You do this when editing or creating a Quote See Creating a Quote or Editing Quotes Editing Validity Lines The following steps describe how you can add change Quote Validity settings Click the Edit icon in the Validity area Validity e Change Validity Date Click the Calendar icon to change the Offer Until value for the Quote Save Changes Click the Save icon to validate and if valid save your changes Cancel Changes Click the Cancel icon to cancel changes and close Edit mode ProcServe Holdings Limited 2012 ProcServe Quotes Quote Error Messages 5 5 6 Quote Error Messages A list of the error messages and meanings you may get while managing and processing your Quotes are listed below e Void This Quote is void It has been cancelled e Document is locked by lt Username gt This document is currently being worked on by another User It is not permitted that two Users work on the same document at the same time You will only be able to view and print this Quote while the other User is working on it e Source Document is locked by lt Username gt The source document e g Request For Quote is currently being worked on by another User You will only be able to view and print this Quote while the other User is working on the source document e Supersedes Superseded By There is an earlier later version of the document Clicking on
248. tton Click the Back button to return to the previous page o Print Document I Click the Print icon to Print the Document See Printing a Document o Delete Document bs Click the Delete icon to delete the document A prompt is displayed See Understanding Document Actions gt gt Deleting Documents o Create Credit Note reste Credit Note Select this option to create a Credit Note based on the this Invoice See Creating a New Credit Note Note This is only available if the Invoice has been sent o Send Document Click the Send Resend icon to send the document to the Buying Organisation See Understanding Document Actions gt gt Sending Documents a Tip lis If for some reason you are not allowed to send the document yet the Send button will be disabled For example you have to add line items before you can send a document e Invoice Header Details Click the Edit icon to change the document header comment details See Editing Header Details e Related Documents Where applicable related documents will be listed e Attachments Click the icon to the right of the attachments area to add an attachment to the document See Adding Editing an Attachment e Comments Click the Edit icon to add or edit comments See Document Comments e Parties Details R Parties When available you can display further details about the parties to the Invoice by clicking the plus icon next to the Parties button See Ch
249. twork Supplier interface We have set up different types of Suppliers What you can do and what you need to know depends on the type of Supplier you are Single Sign In Access to the Supplier Portal can be by directly signing into the Supplier Portal or va the Procserve Portal If you access the Supplier Portal in va the Procserve Portal the system remembers your User ID and performs the sign in for you Electronic Document Types Supplier Portal supports a number of different electronic documents depending on the marketplace Those currently available are Request For Quotations See The Quote Summary Quotations See The Quote Summary Purchase Orders See The Order Details Summary Order Responses See The Order Response Summary Fulfillment Notifications See The Order Fulfillment Summary Invoices See Invoices Summary Credit Notes The Credit Note Summary Self Bill Invoices See The Self Bill Invoice Summary Self Bill Credit Notes See The Self Bill Supplier Status Transactional Ability When your Buyer first invites you to join the Procserve Commerce Network you are a basic Supplier As a basic Supplier you can receive orders and requests for Quote as PDF attachments to Emails If you are a bronze Supplier you will have registered with us and will be Enhanced Bronze receiving orders Request for Quotes and other Buyer documents in the Supplier Portal Enhanced Sier If you are a silver Supplier you can do all
250. types from the item type options tem Shipping Other Charge Click the Add Other line icon next to the item type options e The system displays a new line item in Edit mode For example DES 1250 0 00 Standard 17 5 v 0o H e Enter Details Enter a new and select the required details e Save Changes Click the Save icon to validate and if valid save your changes e Cancel Changes Click the Cancel icon to cancel changes and close Edit mode ProcServe Holdings Limited 2012 ProcServe Invoices Editing Invoices 5 8 4 7 Editing Payment Details Terms Quick Links Topic Overview Editing Payment Terms Overview This topic describes how you change payment terms when editing or creating an Invoice See Creating an Invoice Editing or Viewing Invoices Editing Payment Terms The following steps describe how you change Invoice payment terms The following steps describe how you can edit the Invoice Payment Terms e Payment Days You can change the number of days allowed before payment is due For example o Edit Payment Days Click the Edit icon in the Terms box For example Oe Payment Due o Save Changes Click the Save icon to validate and if valid save your changes o Cancel Changes Click the Cancel icon to cancel changes and close Edit mode e Settlement Discount You can change the Settlement Discount For example o Edit Settlement Discount Click the Settlement Disco
251. ucture The system has four hierarchical levels The highest level consists of 22 technical domains which are divided into main groups groups and Subgroups as leaf product classes Each level is identified by a two digit number so that each subgroup can be identified by its eight digit class number A document held electronically eClass ProcServe Holdings Limited 2012 ProcServe Enterprise Resource Planning systems Example Oracle JD Edwards SAP or Peoplesoft An industry term for the broad set of activities supported by multi module application software that helps a manufacturer or other business manage the important parts of its business including ERP product planning parts purchasing maintaining inventories interacting with Suppliers providing customer service and tracking Orders ERP can also include application modules for the finance and human resources aspects of a business Typically an ERP system uses or is integrated with a relational database system The Procserve Commerce Network can integrate information into these systems Evaluated Receipt ETIM Electrotechnical Information Model A classification scheme for the electrical and electronics industry Euro currency Explicit Item List Re Procserve An explicit item list is a list of items that is specifically Catalogue Manager included in or excluded from an assortment Catalogue Me Financial Management System Free Text Requisition see
252. ue The Supplier Short e g Schds This ID mustbe _ Name based on the re follow ing nar non to three significant figures e g 001 convention using ee the example ist poe cn Version Control ID Py i assist in applying versions to catalogues CATALOGUE Enter a catalogue version number to aid version VERSION a Le control and tracking of the catalogue Enter a unique catalogue name this name will follow through into the Marketplace For example Schools Direct Supplies Ltd CURRENCY currency csp This should be set to GBP as standard This should be set to GBP as standard BUYER NAME e g Buyername Enter your buying organisation full name which must be the same as in the system and is case sensitive Enter the DUNS for your supplier The DUNS can be oe een PERS Eade Ones found in the Supplier Directory in the Buyer Portal PREVIOUS VERSION e g Buyers Name Suppliers Name CATALOGUE NAME This must be the suppliers full name which must be the same as in the system This can be found in the SUPPLIER NAME e g Suppliername contact details Registered name found in the Supplier Directory in the Buyer Portal This is case sensitive lf this field is left empty no delivery charge or Delivery Charge e g display Free information will be added Further details on delivery Rule delivery Charge 0 00 charge options are available in the Instructions of the Procserve Catalogue Builder ProcSer
253. ument Actions The following list describes the possible actions from the summary o Document Details Click the Details icon to vew more details See Viewing the Order Details o Print Document Click the Print icon to Print the Request for Quote See Printing a Document x o Void Document Click the Void icon to mark the Document as Void See Understanding Document Actions gt gt Marking Documents as Void o Create Response ate Response Select this option and click the Arrow icon to create an Order Response based on the selected Order See Creating an Order Response o Create Fulfillment Notification eate Fulfilment Select this option and click the Arrow icon to create a Fulfillment Order based on the selected Order See Creating a New Fulfillment Notification o Create Invoice 2ate Invoice 7 Click this item to create a new Invoice based on the selected Order See Creating a New Invoice o Toggle Invoiced Status Click to change the Invoiced status Note The Invoiced status is set by the Supplier Portal whenever an Invoice linked to an Order is raised or edited It is possible however to override the automatic settings For example if the remainder of a part Invoiced Order will not be supplied you can set the status to Invoiced so that the Order is no longer at status Awaiting Invoicing ProcServe ProcServe Holdings Limited 2012 Orders and Order Responses View ing the Order Details
254. ument is over Invoiced One or more lines of the source document have been Invoiced for a quantity greater than the source document line quantity If source document lines are displayed the Invoiced quantity of the over Invoiced line s is highlighted ProcServe ProcServe Holdings Limited 2012 Invoices Self Bill Invoices 5 8 6 Self Billlnvoices 5 8 6 1 The Self Bill Invoice Summary Quick Links Topic Overview Using the Self Bill Invoice Summary Overview When you click a Self Bill Invoice in the Document page the Document Summary is displayed to the left of the page See Document Page Overview You use the Self Bill Summary to view details or perform actions on the Self Bill Invoice Using the Self Bill Summary The following image is an example of a Self Bill Invoice Summary Self Billed Invoice GODIST SBI 9483 2 To GO Distribution Limited Dated Raised 21 Jun 2006 15 25 Exel Tax Total Related to Source Order IMP9483 Comments The following list describes the Self Bill Invoice Summary e Document Type and Number The unique identifier for the document e To The buying Organisation to which you will send or have sent the document e Void Indicates that the document has been cancelled e Dated The stated date of the document e Raised The date and time that the document was raised e Excl Tax The total value of the document excluding tax and the currency of the document e Total The total valu
255. unt icon The Terms area enters Edit mode For example Payment Due Settlement Discount o Days Discount Enter the number of days for the early settlement discount in the input box o Percent Discount Enter the percentage discount offered ProcServe ProcServe Holdings Limited 2012 Invoices Editing Invoices o Save Changes Click the Save icon to validate and if valid save your changes o Cancel Changes Click the Cancel icon to cancel changes and close Edit mode ProcServe Holdings Limited 2012 ProcServe Invoices Invoice Error Messages 5 8 5 Invoice Error Messages A list of the error messages and meanings you may get while managing and processing your Invoices are listed below e Void This document is void It has been cancelled e Document is locked by lt Username gt This document is currently being worked on by another User It is not permitted that two Users work on the same document at the same time You will only be able to view and print this Invoice while the other User is working on it e Source Document is locked by lt Username gt The source document e g Order is currently being worked on by another User You will only be able to view and print this Invoice while the other User is working on the source document e Supersedes Superseded By There is an earlier later version of the document Clicking on the document number will cause the display to switch to that document e Warning Source Doc
256. upplied O Quantity The number of units of the item Unit The unit of measure of the item O O Price The price of one unit of the item O Extended The value of this line of the Credit Note excluding tax O Tax Rate The rate of tax that applies to this line of the Self Bill Credit Note O Line Total The value of this line of the Credit Note including tax e Credit Note Footer Details Credit Note footer details include o Tax Rate The total tax values o Terms Terms of the Self Bill Credit Note o Total Summary of the total value of the Credit Note including tax e Audit P Audit The Audit contains details about the transmission and any status changes Click the Plus icon next to the Audit button to display further details For example Audit Event Details 23 Jun 2006 09 56 Receive document Document received at 23 06 2006 09 56 56 23 Jun 2006 09 59 Route Document Completed Routing Document 23 Jun 2006 09 59 Storing document Document type is SelfBilledCreditNoteEBIS309 23 Jun 2006 09 59 Process Document Completed Processing Document 23 Jun 2006 09 59 Update Audit Status Completed Update Of Audit Status 23 Jun 2006 09 59 Ending Processing Processing Ended ProcServe Holdings Limited 2012 ProcServe Additional Information Additional Information Overview e 6 Additional Information 6 1 Additional Information Overview This section provides useful information that
257. utput Fastext Direct Speakers 3 x SCART Connections Side 4 CMTCO1 5416151015 Jun 2007 30 00 Ea lo Standard 20A RMS 10 THD CO player with pop up eject mechanism 17 5 COICD RICO RYY playback FSM tuner 30 presets BassAreble control Balance control E i Request For Quote SP2905071441 2 lines Tax Rate Taxable Tax Validity Ext Subtotal 0 00 VAT Standard 17 5 oo po Offer Until 28 Nov 2007 ie for 90 days lax 0 Total 0 00 F9 Audit 1 line Working with Quotes Notes e Creating Quotes The Create Quote page is used in the same way as described in the list below e Unlinked Quotes Unlinked Quotes will not have RFQs associated with them The following list describes how you use the Edit Quote page ProcServe Holdings Limited 2012 ProcServe Quotes Editing Quotes Document Actions The following actions may be available o Back Button Click the Back button to return to the previous page o Print Document Click the Print icon to Print the Document See Printing a Document o Delete Document x Click the Delete icon to delete the document A prompt is displayed See Understanding Document Actions gt gt Deleting Documents o Send Document Click the Send button to send the document See Understanding Document Actions gt gt Sending Documents Tip lt If for some reason you are not allowed to send the Quote yet the Send button will be disabled For e
258. utton to return to the previous page o Print Document Click the Print icon to Print the Document See Printing a Document o Delete Document x Click the Delete icon to delete the document A prompt is displayed See Deleting Documents o Send Document Click the Send Resend icon to send the document to the Buying Organisation See Understanding Document Actions gt gt Sending Documents a Tip urs If for some reason you are not allowed to send the document yet the Send button will be disabled For example you have to add line items before you can send a document o Viewing the Document s Raw Text When available you click the Raw Text icon to vew Raw text for this Order See Understanding Document Actions gt gt View Raw text e Order Response Header Details Click the Edit icon to change the document header comment details See Editing Header Details e Related Documents Where applicable related documents will be listed F e Attachments Click the icon to the right of the attachments area to add an attachment to the document See Adding Editing an Attachment e Comments Click the Edit icon to add or edit comments See Document Comments e Response Line Details You can view or edit the document lines The following list describes line details Chimie E o Add Shipping Line Shipping Click the Plus icon to the right of Shipping to add a Shipping Details line See Adding Order Response
259. ve ProcServe Holdings Limited 2012 Admin Menu Catalogue Management The following steps should be completed by the Supplier 3 Entering or Updating Item Data Supplier Select the Your Content Icon from the left hand side Shopping Basket Icon A2 fe C ES a ne EE E Action 5 Allowed values are ADD UPDATE or Unit of Unit of eee Unit Price Minimum ae UNSPSC Purchase Quantity Quantity If empty ADD is inserted Note that this value will be validated against the Header Transaction Type Tip Click the red comments note in the corner of each column header cell for further information as shown in the above image You have the following options depending on the transaction type you selected above T_NEW_CATALO GUE Select this if you would like to overwriting the existing Catalogue Update Add To update or add line items change make the amendments additions to the data and ADD as the action To delete an item select the line item and remove it from the spreadsheet Delete To update prices for an item change the Unit Price and select UPDATE as the action To add an item enter at least the mandatory data in red and select ADD as the action Delete To delete an item enter an action of DELETE T_UPDATE_ PROD UCTS Product update to existing catalogue only Update Note Items entered with a expiry date will automatically be removed from the system when they reac
260. ve ProcServe Holdings Limited 2012 Orders and Order Responses 167 Managing Your Order Response 5 6 3 Managing Your Order Response 5 6 3 1 The Order Response Summary Quick Links Topic Overview Using the Order Response Summary Overview When you click an Order Response in the Document page the Document Summary is displayed to the left of the page See Document Page Overview You use the Order Response Summary to view Order Response details or perform actions on the Order Using the Order Response Summary The following image is an example of an Order Response Summary Response 0000000015 Test EN To Dated 13 Apr 2007 Raised 13 Apr 2007 09 51 Excl Tax Total Related to Source Order 5P120407100000 Comments The following list describes the Order Response Summary e Document Type and Number The unique identifier for the document e To The buying Organisation to which you will send or have sent the document e Dated The stated date of the document Raised The date and time that the document was raised Excl Tax The total value of the document excluding tax and the currency of the document e Total The total value of the document including tax and the currency of the document e Related To Any document from which this document was derived or which is derived from this document Tip Clicking on the document number will cause the display to switch to the related document e Comments Any comm
261. ve Holdings Limited 2012 The Supplier Portal Interface Supplier Portal Home Page 4 2 3 Supplier Portal Home Page The Supplier Portal Home page is the first page displayed when you enter the Supplier Portal This page displays any Documents that you have to deal with and some useful information You can also access some useful features such as reports and admin tasks Locating the Supplier Portal Home Page The following list describes how you access and use the Supplier Portal Home page 1 Single Sign On If you access the Supplier Portal from the Procserve portal you navigate Supplier Menu gt gt Supplier Portal SUPPLIER MENU Supplier Portal Direct Sign on to Supplier Portal Some Suppliers can login directly to the Supplier Portal See Signing Into the Supplier Portal 2 The Supplier Portal Home page is displayed ProcServe ProcServe Supplier Solutions Limited JimPierce Sign Out G gt A SUPPLIER PORTAL Home Documents Reports Admin Help 15 Requests For Quote Not Yet Viewed 15 Requests For Quote Awaiting Quotation D 6 Orders Not Yet Viewed 11 Orders Awaiting Invoicing 2 Invoices Not Sent System Alerts For details of the availability of the Supplier Portal and any scheduled downtime please review the Supplier Portal status web site Click g Marketplace Messages Zanzibar To report any errors contact the Zanzibar Helpdesk on 44 0 845 603 2885 Did you know For t
262. verview This topic shows you how to edit line items when editing or creating a Credit Note See Creating a Credit Note or Editing Credit Notes Editing Credit Note Line Details Click the Edit icon next to the line you wish to change For example Credit Note lines Item Shipping Other Credit lt Line ltem Code Classification Description amp Comments Supplied Quantity Unit Price Extended Tax Rate Line Total KU28CS F0 3125 67 Apr 2007 10 00 EA 312 56 3 125 60 Standard 3 672 55 FA 28 66cm visible FD trinitron WEGA Television 100hz Digital Motion 17 5 PiICTUREPCVVER Digital Noise Reduction DMR Smart Zoom 43 Wide 14 9 Mode ATS Auto start upane button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te 2 PS2SLIM 4992547 Apr 2007 2 00 Eh 99 85 199 70 Standard 234 65 Smaller lighter and network ready PlayStation 2 17 5 The line is displayed in edit mode Line Item Code Classification Description amp Comments Quantity Unit Price Extended Tax Rate Line Total 1 savoot 80161507 23 May 2007 z3 100 EA 1 500 00 _ 1 500 00 Standard 17 5 1 762 50 SE AV Installation Services The following list describes the fields you can edit and the controls in edit line mode e Item Code Classification Description amp Comments The code used for the goods or services the manufacturer if appropriate and known the Manufacturer Code if known a desc
263. view or edit your user profile details or change your password using the My Profile page Locating My Profile The following steps describe how to locate and use the My Profile page 1 In the top menu bar click the My Profile link Hello Ron My profile Feedback Log out 2 The My Profile page is displayed My Profile Edit my profile 3 The My Profile page allows you to view and change your details Click the Edit my Profile button to display the User Profile page in edit mode Edit My Profile Title Mr z First name Monty Last name Pylon i CS OWO O O OWOWOWOOOOOOOOOU Status Active Username ronsmail agbuyer Email address monty tiscali co uk Confirm Email address _ monty tiscali co_uk Organisation ADAM BUYER ORG Default address LANTERN HOUSE GU14TX GUILDFORD Telephone number 01483 222222 Fax number 01483 222244 Preferred language English UK F Message Of The day Data Feed s F News F Welcome message Save Changes 4 The following is displayed and can be edited FIELD NAME FIELD CONTENT ProcServe ProcServe Holdings Limited 2012 My Profile Warning Email addresses are unique within Procserve they can only be used once 5 Save Changes Button When you have finished making changes to your profile you click this button to validate and if valid save your changes Note Changes to your profile may not be completed until after you log bac
264. vio 09 Ma 1 00 Es 1 500 00 1 500 00 Standard 1 762 50 Accept Installation Services 2007 17 5 2 28WWHT 09 May 3 00 EA 896 26 2 605 64 Standard 3 159 39 Accept P 28 B6om Widescreen MEAM Stereo TY Active 30 2007 17 5 Surround Sound Automatic Wide Expansion Mdescreen Signalling Plug amp Play with Auto Sorting 2 SCART Sockets 2 RGB input Muti Colour On Screen Display NICAM Stereo Bass pander DVS 7545MR 09 May 3 00 E 365 01 1 095 03 Standard 1 256 66 Accept DY D Audio SACD playback Dive playback 5 1 channel 2007 17 5 audio output FAL Progressive Scan DW D RDY DRY compatible Playback Discs CYDSYCOYCOICDICD RACD RVWDYOD RDVYO RVWOYD AUDIO S ACD ACD MULTI 1 Disc Capacity D YD Rvy record ax Ri Taxable Tax Ext Subtotal 5283 87 WAT Standard 17 5 5 283 87 9124 68 904 EE Dated Raised Sent Currency Line Order Linelltem Code Aux Description amp Comments Delivery Quantity Unit Price Extended Tax Rate Type ax m f Audit 1 line Working with Order Responses Creating or Viewing Order Responses The Creating or Viewing an Order Response pages are used ProcServe ProcServe Holdings Limited 2012 Orders and Order Responses 177 Managing Your Order Response in the same way as described in the list below The following list describes how you use the Edit Order Response page e Document Actions The following actions may be available depending on context o Back Button Click the Back b
265. word Contact Us Click this link to get further assistance options Knowledge Click this link to view Knowledge Centre options Centre See The Knowledge Centre About Supplier Click this link to view details and background information about the Portal Procserve Supplier Portal See About Supplier Portal Change E a m amj x Click this icon to switch between languages Heipicon Click this icon to view help about the current topic ProcServe Holdings Limited 2012 ProcServe The Supplier Portal Interface The Page Header Area 4 2 4 2 Contact Us The Contact Us page provides useful contact numbers links to help and you can raise support queries with the Support Team via email The following steps describe how you access and use the Contact Us page 1 Locate and use the Contact Us Page Click the Help gt gt Contact Us link in the Page Header menu ProcServe NickAnderson Sign Out eal Home Documents Reports Admin Help Users Guide Contact Us Knowledge Centre About Supplier Portal 2 The Contact Us page is displayed in a new window Contact Us y We li ke to help But before contacting us please consider which of these options is most appropriate Gi Supplier Portal Help A context sensitive user guide that may answer your question Knowledge Centre Online training news resources and documents For further support options please select the marketplace most relevant to your enquiry or pr
266. xable Tax Validity Ext Subtotal 0 00 Offer Until 30 Aug 2007 i e for 1 days Tax 0 00 Dated Raised Sent Currency Entering Quote Header Details The header details of the Quote is highlighted in yellow and this header must be saved before any lines can be added Note The warning message under the Related Documents area tells you the current status of the ProcServe Holdings Limited 2012 ProcServe Quotes Creating a Quote Quote Auto Numbering Disabled If auto numbering for Quotes has been disabled a Quote number must be entered manually Tip The General Admin Module allows you to enable and disable automatic document numbering See General Admin Save Numbered Quote Once this number has been entered or if auto numbering for Quotes has been enabled click the Save icon highlighted in the above image to save the header and create the Quote The Quote Number is updated as shown highlighted in the following image ProcServe NickAnderson Sign Out 4 ProcServe g SUPPLIER PORTAL Home Documents Catalogues Reports Admin Log Out Ex Value Dated Raised pent Currency EL Total Value E Parties Quote To Guote Fram Hp Deliwery SP Trading PLC Units 7 10 Walton Business Park Runcorn Road Trevelyan House Great Peter Street Related Documents La chments Comments Source eo ie For Quote SR ie 444 Warning No quote lines Item Shipping Other Charge a Line ltem
267. xample you have to add line items before you can send a Quote Quote Header Details Click the Edit icon to change the Quote header comment details See Editing Header Details Parties Details Parties You can display further details about the parties to the Quote by clicking the plus icon next to the Parties button SeeChanging Quote Delivery Details Delivery Details Delivery You can display delivery information for the Quote by clicking the plus icon next to Delivery button See Changing Quote Delivery Details Related Documents Where applicable related documents will be listed 3 Attachments Click the icon to the right of the attachments area to add an attachment to the Quote See Adding Editing an Attachment Comments Click the Edit icon to add or edit comments See Document Comments Quote Lines This list shows the items you have added to the Quote Initially there will be no line items added to the Quote The following list describes how you work with Quote lines mee o Adding Items not on the RFQ ES ltem O Shipping Other Charge Check the relevant box before you add lines not on the RFQ shipping or you can define other items not on the RFQ Once you have checked the relevant option you click the Plus icon See Adding Quote Lines Not on Request For Quote o Quote Line Details The following list describes the details shown Line A number indicating the sequence of the lines Item Code Classification
268. xc a Total Value H Eazy Parties Or Note To Cr Note From Ordered By Delivered To Remit To Related Documents Comments Credit Note lines Item Shipping Other Credit gt lt Linelltem Code Classification Description amp Comments Supplied Quantity Unit Price Extended Tax Rate Line Total KU28CS 705 312567 Apr 2007 10 00 EA 312 56 3 125 60 Standard 3 672 58 28 66cm visible FD trintron WEGA Television 100hz Digital Motion 17 5 PICTUREPOVVER Digital Noise Reduction ONR Smart Zoom 4 3 Wide 14 9 Mode AT Auto start upvOne button tuning Auto lablelling Auto sort OSD Menu Sleep Timer 250 Te 2 PS2SLIM 4992517 Apr 2007 2 00 Eh 99 85 199 70 Standard 234 65 Smaller lighter and network ready PlayStation 2 17 5 2 lines Invoice 110 Tax Rate Taxable Tax Terms Ext Subtotal 3 325 30 Total 3 907 23 ei Audit 1 line Working with Credit Notes Creating a Credit Note The Creating Credit Notes page is used in the same way as described in the list below The following list describes how you use the Edit Credit Notes page e Document Actions The following actions may be available depending on context ProcServe Holdings Limited 2012 ProcServe Credit Notes Editing Credit Notes o Back Button Click the Back button to return to the previous page o Print Document Click the Print icon to Print the Document See Printing a Document o Delete Document x Click the Delete

Procserve Commerce Network - Supplier User Manual (Release 4.7)

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