MySupplier Portal
Contents
1. Greater than 2S Tanzanian shilling Greater than or Equal to UAK Hryvnia Equal to UGX Uganda Shilling Not equal to JY Peso Uruguaya Less than or Equal to JZS Uzbekistan som Less than obicere a Figure 17 Invoice Amount Criteria Figure 18 Currency Criteria 13 PitneyBowes 5G Search Remittance Information Advanced Search Use this search method to find Remittance Information using a combination of the above search options To begin select search criteria Search by Remittance Number ba Add condition Search by Invoice Credit Amount Search by Invoice Credit Dote Search by Invoice Credit Number Search by Total Payment Amount Remittance Date Search by Remittance Number Logical Unit Looku Figure 19 Advance Search Criteria Click on Add Condition Update information required To add a further search criteria click on Add Condition Select AND or OR option as per the requirement in Join following condition with field AND will search for an invoice matching all criteria selected OR will search for an invoice that matches any of the criteria selected Click on Remove Condition to delete any search criteria which is not required Supplier s company account is pre selected Click Search on bottom left hand side of the page Supplier Portal performs the search and displays the results ee oct pu Home My Account Help Log Out MySupplier Portal Hi2. Pitney Bowes MySupplier Portal Pitney Bowes is pleased to announce a new service for our suppliers Our new Supplier Portal enables companies who supply Pitney Bowes with goods or services to view invoice status over the internet This provides our suppliers with the flexibility to check the status of invoices and remittance advice in the Pitney Bowes accounting system anytime 24 hours a day 7 days a week MySupplier Portal is the new standard method for contacting Pitney Bowes Accounts Payable https ap mysupplierportal com PB Table of Contents Section 1 Introduction Section 2 New User Registration Section 3 Sign In Page Section 4 Search for Invoices and Credit Section 5 Search for Remittance Information Section 6 Helpdesk How to Log a Question or Issue Section 1 INTRODUCTION User Manual This Supplier Portal user manual provides detailed information about the features and functions of Supplier Portal tool It outlines the necessary steps to complete a registration form and includes helpful guidelines for common tasks when using the Supplier Portal What is the Supplier Portal Pitney Bowes new Supplier Portal is a web based tool designed to complement the services provided by the Accounts Payable Helpdesk The service is provided for companies who supply goods and services to Pitney Bowes Inc North America The Portal enables Pitney Bowes suppliers to securely view the current status of your invoices in t
3. Password feature on the main login page Create New Account Figure 1 Define Your Account New Account Mothers Drtrcloce Pitney Bowes New User Request Figure 2 Enter Your Details New Account Enter Your Detaeds Pinase noce that tleids marked with o ara mandatory Prat Hamm Hidde ore Lust Hack m f QUITY COO ts i u Enter janiz Detail Base I fiha m malol Enter al 1nformst iNenary LCauttry pow gv zs Unted States I hztas iP 43456 603 5171 Te ytu requre 3 r5p06723 PT EH tock Mat Louticnil New User Request Figure 3 Review amp Accept Agreements iH PitneyBowes MySupplier Porta New Account iem oc Vee erin ete Pitney Bowes Section 3 Home Page After successful registration and signing in suppliers see the following page 7 Top tool bar MySupplier Portal uu Home My Account Help Log Out MySupplier Portal fa Pitney Bowes BETIMIEA Se arc h Search Invoices amp Credits arch invo abus Announcements Search Payments There are no items in the list Middle Console 4 Left Console Figure 4 Home Page Top Toolbar The top navigation controls include Home returns user to Sign In page User Settings Help and Log Out Left Console The navigation controls on the left side of the screen are divided into 2 sections Search and Helpdesk Middle Console The central area of the page is reserved for announcements and notices of interest to
4. Pitney Bowes BSE te ear tie cee Crh akc tices Search Ir voces A Credits Payment Doc BACS Number Remove condton Sear ments Ses Paymers C From BA ber Ses Pay To Ses Payr Ben en Jon following condion with And Numbet es Invoice Creda Amount Remove con bon ate Search by Invovoe Credk Invoice Creda Amount Greater than USO US dollar Select condibon Search by Remittance Number Add condition Ques Chent Logx 9 Units ALL 2 452 js Supphers JACK BROWN amp ASSOCIATES INC Search Figure 20 Remittance Search by Advance Search 14 Pitney Bowes Section 6 HELPDESK LOG A QUESTION OR ISSUE How to log a query in the Suppler Portal To submit a question or issue to the Pitney Bowes AP Helpdesk follow the steps described below 1 Atthe Sign In page click on Log Question Issue 2 You will be automatically brought to the self service portal 3 Here you can click on Create New Request to log a new query with the helpdesk Figure 21 Select the relevant query type figure 22 and enter the required fields You can include an attachment if that s relevant for your query Click Submit when finished You will be able to see your ticket number immediately in the RECENT REQUESTS view 7 After approx 30 minutes you will receive an email confirming your ticket reference 8 The helpdesk will follow up via email with a response to your query oe e Self Service My information e eo Sel S
5. the Supplier Pitney Bowes Section 4 SEARCH FOR INVOICES AND CREDIT Search Invoices amp Credit This feature allows the Supplier to search Invoice Status using different search criteria Search Invoices amp Credits by Status Search Invoices amp Credits Notes by Document Date Search Invoices amp Credits Notes by Document Number Search Invoices amp Credits Notes by Amount Search Invoices amp Credits Notes Advance Search Im OOU2 4A Search Invoices amp Credits by Status This feature helps you find the invoice status using different status options Received In Progress The invoice has been received and is currently booked in the financial system Pending Approval The invoice is currently in the approval cycle and will be paid on the date shown if approved Scheduled To Pay The invoice has been approved and will be paid on the contracted payment date Rejected The invoice has been rejected Paid The invoice has been paid In Exception The invoice cannot be processed for payment in its present state Documents may be placed In Exception status for several reasons These are as follows Missing Purchase Order Wrong Purchase Order Exhausted Purchase Order Price Variance Quantity Variance Goods Receipting Required Incomplete Invalid Supplier Master Data Invoice Rejection O O O O O X X XJ Pitney Bowes Find Invoice Details using Status Peme Hy Ast wt teip Leg Out IS Drop d
6. to lUGX Uganda shillin Equal to Not equal to UYU deus Uruguayo UZS Uzbekistan som Less than or Equal to VEF Venezuelan bol var fuerte Less than VND Vietnamese dong Figure 8 Invoice Amount Criteria Figure 9 Currency Criteria 4E Search Invoices amp Credits Notes Advance Search Use this search method to find an invoice using a combination of the above search options To begin select search criteria Search by Invoice Credit Amount Search by Invoice Credit Date Search by Invoice Credit Number Add condition j ee Df Search by Invoice Credit Status Figure 10 Select Search Criteria Due Ie ct ed Pitney Bowes Click on Add Condition Update information required To add a further search criteria click on Add Condition Select AND or OR option as per the requirement in Join following condition with field AND will search for an invoice matching all criteria selected OR will search for an invoice that matches any of the criteria selected Click on Remove Condition to delete any search criteria which is not required Supplier s company account is pre selected Click Search on bottom left hand side of the page Supplier Portal performs the search and displays the results pea invoices amp Credis Invoice Credt Num Remove conden earch by Invoice Crect Invoice Credit Number ane CORNE invoce Creda Date Remove congoon inverce Creda Dote MW Selec
7. and 452 enter 450 in the From field and in the To field enter 455 This will provide the status of all invoices between numbers 450 to 455 2 If only one invoice number search needs to be performed enter the same invoice number in both the To and From fields 3 Suppliers company account is pre selected 5E Search Remittance Information by Invoice Credit Date This search will find Remittance Information by Invoice Credit date or a range of dates 1 Select Invoice date range in the From and To fields using the calendar icon 2 Supplier s company account is pre selected 3 Click Search on bottom left hand side of the page Supplier Portal performs the search and displays the results 12 Pitney Bowes 5F Search Remittance Information by Invoice amount This search will find Remittance Information using the Invoice amount There are 3 fields which must be completed for remittance information search by Invoice amount 1 Field 1 Select the Invoice Amount Criteria from the drop down menu as shown in Figure 17 Field 2 Type the amount in the empty dialog box Field 3 Select the Currency Criteria of the payment amount as shown in figure 18 Supplier s company account is pre selected Click Search on bottom left hand side of the page Supplier Portal performs the search and displays the results Eo Ie TRY Turkish lira Greater than T7D Trinidad and Tohago callar TWO New Tawan dollar
8. arch and displays the results Oe OA IV 11 PitneyBowes Qu TETPTHUOTT CDU SS T TRY Turkish lira Greater than v TTD Trinidad and Tobago collar TWO New Tawan dallar T25 Tanzanian shilling Greater than or Equal to UAK Hryvnia Equal to UGX Uganda stullin Not equal to UYU Peso Uruguaya Less than or Equal to UZS Uzbekistan som VEF Venezuelan bolivar fuerte Less than VND Vielnamese dong Figure 14 Remittance Amount Criteria Figure 15 Currency Criteria Home My Acc cian Fel Long ut MySupplier Portal 88 PitneyBowes Home gt Search gt Search Payments gt Search by Payment Amount Sesrch Scarch Invoices amp Crecits Tct Fayrrert Ameocrt Sraaler hat JSD US culla B tear Hayim search by Fayrrert Doc Client egics urits ALi ELCS Number Loocal Unt Looxup Number Supplors ALK BROWN ASSOCIATES ING Ecorch by Invoice Credi lat Search by Invoice Credit c r Lack Armosunt Suopler Lockug ower Sherry Search Ho pocak Log coeetion A maie Figure 16 Searching Remittance with Payment Amount 5D Search Remittance Information by Invoice Credit Number This search method finds Remittance Information using an invoice credit number or a range of numbers The steps below describe how to find the remittance by searching with an invoice credit number or a range of invoice credit numbers 1 Enter Invoice range in the From and To fields To search invoice numbers 450
9. ervice Addbonal Assistance Contact us Accounts Paradie Matpdess 813 439 1100 Ogton 6 Qt emat PESPhrS2tiUBEE com Current io39e3 m as malt AOdress Phone umiest Company Name Pine Bowes Recent Requests All open seruce requests that you have extisted eth the Support Center wa phone eal or the Self Serace Portal me Guclayed below Suppot Center respontes can be seen by cicing on the subject Suter Status Sgene Service Reawest t AL Camcwled 201120022 It 700000 7455444 Chesed 2011 00 19 9000007 478 3464 Caxetiesg 201140615 WET 90000 T 902654 Figure 21 Log a query screen 15 Pitney Bowes Create a New Request Requred Fieids Select etype of query there is a limit of 3 attachments and the total file size is recommended notto exceed 5Mb Figure 22 Create New Request 16
10. he accounting system using the internet at any time that is convenient for you Pitney Bowes Section 2 NEW USER REGISTRATION Registration is required for all Pitney Bowes suppliers to obtain access to the supplier Portal This section describes the steps necessary to complete the registration form 1 Visit MySupplier Portal website at https ap mysupplierportal com PB 2 At the sign in screen click on the button called Create New Account 3 This action loads the registration form Please complete the form There are three parts to the registration Define Your Account figure 1 Enter Your Details figure 2 and Review amp Accept Agreement figure 3 A screenshot of each is included below 4 The completed registration form should be submitted 5 After the submitted registration form is reviewed to make certain all necessary information has been provided Suppliers are then granted access to the supplier portal 6 When a supplier is granted access he she will receive an email confirmation with a link to confirm your account The account will not work until that link has been clicked 7 Inthe event a registration is not approved the supplier will receive an email notification explaining the reason why their application was rejected 8 Your User Name is the email that you used when you signed up for the account The password is the one that you self entered in the registration form If you have forgotten it use the Reset
11. his search method allows the Supplier to check the Remittance with the help of payment date or range of payment date To search for a single payment date and enter the same date in the From and To fields Select a range of dates by entering two different payment dates in From and To field The steps below describe how to search for remittance information by payment date 1 Select date range in the From and To field using the calendar icon 10 Pitney Bowes 2 Suppliers company account is pre selected 3 Click Search on bottom left hand side of the page Supplier Portal performs the search and displays the results Home My Account Help Log Out MySupplier Portal Ea Pitney Bowes RRR rire EE E TEE E A AA A DEE Payment Oeste To Chent Logical Unts Supphers rpm L Payment date range entered here Figure 13 Remittance Information by Payment Date 5C Search Remittance Information by Payment Amount This search method finds Remittance Information using the payment amount There are 3 fields which must be completed to search by payment amount 1 Field 1 Select the Remittance Amount Criteria from the drop down menu as shown in Figure 14 Field 2 Type the amount in the empty dialog box Field 3 Select the Currency Criteria of the payment amount as shown in figure 15 Suppliers company account is pre selected Click Search on bottom left hand side of the page Supplier Portal performs the se
12. own menu Of possible status Figure 5 Search by Status Supplier 1 Select status required from the drop down menu 2 Supplier s company account is pre selected 3 Click Search on top left hand side of the page MySupplier Portal performs the search and displays the results 4B Search Invoices amp Credits Notes by Document Date To search the Invoice status using the invoice date 1 Select date range in the From and To fields using the calendar icon 2 Supplier s company account is pre selected 3 If the supplier is a global supplier use the instructions in 4A to customize the search 4 Click Search on the bottom left hand side of the page MySupplier Portal performs the search and displays the results Home B4 Pitney Bowes My Account Help Log Out MySupplier Portal invoce Crede Date From To Chert Logcal Units Search Pitney Bowes Home gt Search gt Search Invoices amp Credits gt Search by Invoice Credit Date ALL Figure 6 Search by Invoice using the Invoice Date 4C Search Invoices amp Credit Notes by Document Number This search method allows the Supplier to find the status of an invoice using the Invoice number To search for an Invoice with invoice credit number or a range of invoice credit numbers 1 Enter Invoice range in the From and To fields For example if you want to search invoice numbers 450 and 452 enter the range in the From field a
13. s 450 and in the To field enter 455 This will provide the status of all invoices between numbers 450 to 455 Date range entered here 2 If only one invoice number search needs to be performed enter the same invoice number in both the To and From fields 3 Supplier s company account is pre selected Hele beg wt MySupplier Portal Home gt Search Chert Logical Vats Search Invoices amp Credits gt Search by Invoice Credit Number Figure 7 Search Invoices amp Credit Notes by Document Number Invoice number range entered here PitneyBowes 4D Search Invoices amp Credits Notes by Amount This search method finds invoice status using the Invoice amount There are 3 fields which must be entered to conduct an invoice credit search 1 Field 1 Select the Invoice Amount Criteria from the drop down menu as shown in Figure 8 2 Field 2 Type the amount in the empty dialog box 3 Field 3 Select the Currency Criteria of the payment amount as shown in figure 9 4 Suppliers company account is pre selected o Ifthe supplier is a global supplier use the instructions in 4A to customize the search 6 Click Search on bottom left hand side of the page Supplier Portal performs the search and displays the results TRY Turkish lira ITTO Trinidad and Tobago dollar Greater than Y ITWD New Taiwan dollar TZS Tanzanian shilling UAH Hryvnia Greater than or Equal
14. t conditor Search by invoce Crede Number Ad Condition number m z range entered here ee Sea i Invoice date range entered here Figure 11 Advanced Search PitneyBowes Section 5 SEARCH FOR REMITTANCE INFORMATION Search Remittance Information by Payment Doc BACS Num Search Remittance Information by Payment Date Search Remittance Information by Payment Amount Search Remittance Information by Invoice Credit Number Search Remittance Information by Invoice Credit Date Search Remittance Information by Invoice amount Search Remittance Information Advance Search Q 71M O W gt 5A Search Remittance Information by Payment Doc BACS Number Remittance information can be located by searching with payment Doc BACS number or with the range of document numbers Payment document number can be obtained from the invoice status under Paid Option The steps below describe how to search for remittance with Document BACS number or a range of document numbers 1 Enter Document BACS number range in the From and To field 2 Supplier s company account is pre selected 3 Click Search on bottom left hand side of the page Supplier Portal performs the search and displays the results MySupplier Portal Home gt Search gt Search Payments gt Search Dy Payment Doc BACS Number w AN P ayment reference range entered here Figure 12 Search by Payment Doc BACS Number 5B Search Remittance Information by Payment Date T
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