Setup



Table of Contents

General (SA) 1

View General Supplier Info (SA) 1

Organizations (SA) 3

View and Update Organization Supplier Info (SA) 3

ERP Supplier Number (SA) 17

View Address (SA) 17

Update Address (SA) 22

Contact Directory (SA) 35

View Contact (SA) 35

Create Contact (SA) 43

Update Contact (SA) 76

Update Address (SA) 89

Update Divisional Units (SA) 103

Reset Contact User Password (SA) 109

End Date Contact User (SA) 116

Remove Contact (SA) 124

Business Classification (SA) 135

View and Update Business Classifications (SA) 135

Surveys (SA) 150

View and Update Surveys (SA) 150

General (SA)

View General Supplier Info (SA)

Procedure

Follow the steps in this session to view general supplier information, such as:  supplier name, number, parent supplier name, etc.

 

[pic] 

|Step |Action |

|  | |

| |Point to the General link. |

 

[pic] 

|Step |Action |

|  |Point to the General object. |

| | |

| |NOTE: This is the name of the page. |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Organizations (SA)

View and Update Organization Supplier Info (SA)

Procedure

Follow the steps in this session to view supplier organization information.

NOTE: DUNS Number is the only required field but we strongly encourage the entry of all applicable fields.

 

[pic] 

|Step |Action |

|  | |

| |Click the Organization link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click in the D-U-N-S Number field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the D-U-N-S Number field. Enter a valid value e.g. "12345". |

 

[pic] 

|Step |Action |

|  | |

| |Click the Search for Legal Structure button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Click the Go button. |

| | |

| |TIP: Click the Go button without entering a value in the Search By field to find all values. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Quick Select button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Principal Name field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Principal Name field. Enter a valid value e.g. "Gates". |

 

[pic] 

|Step |Action |

|  | |

| |Press [Tab]. |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Year Established field. Enter a valid value e.g. "1982". |

 

[pic] 

|Step |Action |

|  |Click the Save button. |

| | |

| |NOTE: Before clicking the Save button enter data in all applicable fields. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the Confirmation object. |

| | |

| |NOTE: Confirmation of successful entry and save. |

 

[pic] 

|Step |Action |

|  | |

| |Click the General link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

ERP Supplier Number (SA)

View Address (SA)

Procedure

Follow the steps in this session to view ERP Supplier Numbers and Addresses.

 

[pic] 

|Step |Action |

|  | |

| |Click the ERP Supplier Number link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the 134194 object. |

| | |

| |NOTE:  The Address Name = ERP Supplier Number |

 

[pic] 

|Step |Action |

|  | |

| |Point to the 2121 Industrial Park Rd Boone, IA 50036 object. |

 

[pic] 

|Step |Action |

|  | |

| |Click the General link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Update Address (SA)

Procedure

Follow the steps in this session to view and then update the supplier address.

NOTE: Follow standard naming conventions for entering of supplier address information.  Addresses in mixed case with no abbreviations.  Phone numbers in 111-1111 format.

 

[pic] 

|Step |Action |

|  | |

| |Click the ERP Supplier Number link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Update button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the City/Town/Locality field. Enter a valid value e.g. "Chambersburg". |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Postal Code field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Postal Code field. Enter a valid value e.g. "18045". |

 

[pic] 

|Step |Action |

|  |Point to the Purchasing Address object. |

| | |

| |NOTE:  Select this field if the address is where purchase orders are to be sent. |

 

[pic] 

|Step |Action |

|  |Point to the Payment Address object. |

| | |

| |NOTE:  Select this field if the address is where payments (check or electronic) are to be sent. |

 

[pic] 

|Step |Action |

|  |Point to the RFQ Only Address object. |

| | |

| |NOTE:  Select this field if the address is where RFQ (request for quotes). |

| | |

| |NOTE:  RFQ will be used in future release of iSupplier. |

 

[pic] 

|Step |Action |

|  |Click in the Note field. |

| | |

| |Optionally enter a note. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Save button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the Address object. |

| | |

| |NOTE: Successful change to address. |

 

[pic] 

|Step |Action |

|  | |

| |Click the General link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Contact Directory (SA)

View Contact (SA)

Procedure

Folow the steps in this session to view a (supplier) contact.

 

[pic] 

|Step |Action |

|  | |

| |Click the Contact Directory link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Click the Select to show information button. |

| | |

| |This will display inactive contacts, if any. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the User Account Enabled button. |

| | |

| |A check in this column indicates that the contact has an associated user account (is able to log into |

| |iSupplier). |

 

[pic] 

|Step |Action |

|  |Point to the Manage Address button. |

| | |

| |This icon will allow the entry of an ERP Supplier Site (address) to associate with the contact. |

 

[pic] 

|Step |Action |

|  |Point to the Update button. |

| | |

| |This (pencil) icon will allow the update of certain information associate with the contact, such as:  name and |

| |email address. |

 

[pic] 

|Step |Action |

|  |Point to the Divisional Units button. |

| | |

| |This icon will allow the selection of an Oshkosh organization o associate with the contact. |

 

[pic] 

|Step |Action |

|  | |

| |Click the General link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Create Contact (SA)

Procedure

Follow the steps in this session to create a new supplier contact.

 

[pic] 

|Step |Action |

|  | |

| |Click the Contact Directory link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Create button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Job Classification list. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the INSIDE SALES list item. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Press [Tab]. |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the First Name field. Enter a valid value e.g. "Phil". |

 

[pic] 

|Step |Action |

|  | |

| |Press [Tab]. |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Last Name field. Enter a valid value e.g. "Thomas". |

 

[pic] 

|Step |Action |

|  | |

| |Press [Tab]. |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Job Title field. Enter a valid value e.g. "Sales Rep". |

 

[pic] 

|Step |Action |

|  | |

| |Press [Tab]. |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Email Address field. Enter a valid value e.g. "pthomas@". |

 

[pic] 

|Step |Action |

|  | |

| |Click the U.S.Citizen list. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Yes list item. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Create User Account for this Contact option. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the Enter the email address of the contact object. |

| | |

| |NOTE: The Email Address entered above defaults as the Username. |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Supplier Name field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Supplier Name field. Enter a valid value e.g. "GATES". |

 

[pic] 

|Step |Action |

|  | |

| |Press [Tab]. |

 

[pic] 

|Step |Action |

|  |Point to the Responsibilities object. |

| | |

| |NOTE:  This section determines the responsibility that this user will have. |

 

[pic] 

|Step |Action |

|  |Point to the ISP_OSHCorp_Supplier object. |

| | |

| |NOTE:  Ensure that the ISP_OSHCorp_Supplier responsiblity is selected.  Additionally select the |

| |ISP_OSHCorp_Supplier_Admin if this user will also be responsible for performing the Supplier Administrator role|

| |for your organization. |

 

[pic] 

|Step |Action |

|  |Point to the Supplier Restriction object. |

| | |

| |NOTE:  This section displays any Supplier Restrictions for this user. |

 

[pic] 

|Step |Action |

|  |Point to the GATES RUBBER CO object. |

| | |

| |NOTE: The Supplier restriction should already be listed. |

 

[pic] 

|Step |Action |

|  |Point to the Site Restriction object. |

| | |

| |NOTE:  This section displays any Supplier Site (ERP Supplier Number) Restrictions for this user.  Values MUST |

| |be selected for every user created. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Modify Sites button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the GATES RUBBER CO option. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the GATES RUBBER CO option. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the Thomas object. |

| | |

| |NOTE: The contact has been created successfully. |

 

[pic] 

|Step |Action |

|  |Point to the User Account Enabled object. |

| | |

| |NOTE: This contact also has a user account. |

 

[pic] 

|Step |Action |

|  | |

| |Click the General link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Update Contact (SA)

Procedure

Follow the steps in this session to update the contact's information, such as:  name, email address and phone.

NOTE:  Job Classification, First Name, Last Name, Job Title and US Citizen are required fields.  All other fields are optional but recommended to facilitate communication.

NOTE: The Job Classification will allow Oshkosh to direct emails, notifications and other correspondence to specific groups of supplier contacts.

 

[pic] 

|Step |Action |

|  | |

| |Click the Contact Directory link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Update button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Update button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Job Classification list. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the INSIDE SALES list item. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Phone Area Code field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Phone Area Code field. Enter a valid value e.g. "610". |

 

[pic] 

|Step |Action |

|  | |

| |Press [Tab]. |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Phone Number field. Enter a valid value e.g. "555-1212". |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the General link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Update Address (SA)

Procedure

Follow the steps in this session to associate an address (ERP Supplier Number) to a contact.

 

[pic] 

|Step |Action |

|  | |

| |Click the Contact Directory link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Manage Address button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Add Another Row button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Search for button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |TIP:  Leave the Search By field blank to find all values. |

| |Click the Go button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Quick Select button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Add Another Row button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Address Name field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Address Name field. Enter a valid value e.g. "220604". |

 

[pic] 

|Step |Action |

|  | |

| |Press [Tab]. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Save button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |Point to the Change Pending object. |

| | |

| |NOTE: Address changes require acceptance by the Oshkosh Portal Administrator. |

 

[pic] 

|Step |Action |

|  | |

| |Click the General link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Update Divisional Units (SA)

Procedure

Follow the steps in this session to assign divisional units (Oshkosh organizations) to a contact.

 

[pic] 

|Step |Action |

|  | |

| |Click the Contact Directory link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Divisional Units button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the JLG North America option. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the General link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Reset Contact User Password (SA)

Procedure

Follow the steps in this session to reset a (supplier contact) user's password.

NOTE:  The supplier user will receive an email informing them that their password has been reset and of their new password.

NOTE:  In order to receive the email the user's email style must be set to receive email.

 

[pic] 

|Step |Action |

|  | |

| |Click the Contact Directory link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Update button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the User Account Information button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Reset Password option. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the General link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

End Date Contact User (SA)

Procedure

Follow the steps in this session to end date a contact's user account so that they will no longer be able to log into iSupplier.

 

[pic] 

|Step |Action |

|  | |

| |Click the Contact Directory link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Update button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the User Account Information button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Inactive Date field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Inactive Date field. Enter a valid value e.g. "09-Jun-2009". |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the General link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Remove Contact (SA)

Procedure

Follow the steps in this session to remove a contact.

NOTE:  Care should be taken when removing contacts.  End dating a contact sets the status of the contact to inactive but maintains the contact's user account (unless also end dated).

 

[pic] 

|Step |Action |

|  | |

| |Click the Contact Directory link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Update button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Inactive Date button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the 9 link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Apply button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the If you inactivate the contact then all the supplier site contacts object. |

 

[pic] 

|Step |Action |

|  | |

| |Click the Confirm button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Select to show information button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Point to the Inactive object. |

 

[pic] 

|Step |Action |

|  | |

| |Click the General link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Business Classification (SA)

View and Update Business Classifications (SA)

Procedure

Follow the steps in this session to view and update business classifications for your organization.

 

[pic] 

|Step |Action |

|  | |

| |Click the Business Classifications link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Women Owned option. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click in the Women Owned field. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Women Owned field. Enter a valid value e.g. "WOMEN". |

 

[pic] 

|Step |Action |

|  | |

| |Press [Tab]. |

 

[pic] 

|Step |Action |

|  | |

| |Enter the desired information into the Women Owned field. Enter a valid value e.g. "NAW". |

 

[pic] 

|Step |Action |

|  | |

| |Click the Women Owned button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Year list. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the 2010 list item. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the 1 link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the I certify that I have reviewed the classification below and they option. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Click the Save button. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Point to the Last Certificed object. |

 

[pic] 

|Step |Action |

|  | |

| |Click the General link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

Surveys (SA)

View and Update Surveys (SA)

Procedure

Follow the steps in this session to view and update surveys, if any.

 

[pic] 

|Step |Action |

|  | |

| |Click the Surveys link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  | |

| |Point to the Update GATES RUBBER CO - 3400: Surveys SubjectLast Update ByLa object. |

 

[pic] 

|Step |Action |

|  | |

| |Click the General link. |

| |[pic] |

 

[pic] 

|Step |Action |

|  |End of Procedure. |

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