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GEtServicesServices Training For SuppliersRequests/Proposals
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November 2004
Overall GEtServices Process
Select Proposal
Submit Proposal
Create Request
Accept Order (Draft)
Check Out Order for Approval
ApproveReceipts
Submit Receipts
Create Order (Draft)
ActiveOrder
Oracle iProcurement
Approval
AutoApprovedInvoices
For Payment
Requester
Supplier
Oracle iProcurement
Punch-Out
Oracle
GEtServices
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Table of Contents1. Review Request and Create Proposal2. Adding Consultant(s)3. Review and Accept Draft Order4. Submit Receipts5. Audit Trail and Conferencing6. Add Supplier User (Admin Only)7. Modify Supplier User (Admin Only)8. Consolidate Email Notifications
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http://getservices.gesupplier.com
Login to GEtServices
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Respond to Request
Accept Draft Order2
1
Supplier Services Tasks: Step 1
Submit Receipts for completed services
Review Draft Order, modify and return to GE or Accept
Review Request and Submit Proposal
Submit Receipt3
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What is a Request?A Request is a detailed explanation of the services to be provided. It is sent from the GE user to the supplier(s) to respond with a proposal.
Request Items
ServicesUpon Delivery
Fixed Date
Recurring Payment
Content
SOWFile Attachments
QuestionsQuestion Groups
Apply & Normalize Weights
Require supplier response
DetailsRequest Name
Description
Start and End Dates
Response Deadline
Location
File Attachments
General
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Create Proposal
Access “new Request” from Message Center or select
“Requests” from top menu and then ”Request Name”
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Create Proposal
Review items
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A proposal is a supplier’s response to a request.
DetailsRequest Name
Description
Start and End Dates
Total Amount
Location
Supplier
General
What is a Proposal?
Proposal Items
ServicesUpon Delivery
Fixed Date
Recurring Payment
Content
SOWFile Attachments
QuestionsQuestion Groups
Apply & Normalize Weights
Require supplier response
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Create Proposal
Click “Create Proposal”
A user can forward or decline a request
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Create Proposal
Click “OK”
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Submit Proposal
Click “Submit Proposal”
Review items and make changes
where necessaryA user can add an
item by highlighting “Add Items” and
then click “Add Fixed Deliverables”
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Status update to “Submitted”
Submitted Proposal
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Respond to Request
Accept Draft Order2
1
Supplier Services Tasks: Step 2
Submit Receipts for completed services
Review Draft Order, modify and return to GE or Accept
Submit Receipt3
Review Request and Submit Proposal
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Accounting
DetailsAccounting Summary
Accounting Items
Order Items
Fixed DeliverablesUpon Delivery
Fixed Date
Recurring Payment
Content
SOWFile Attachments
DetailsOrder Name
Description
Start and End Dates
Total Amount
Location
Supplier
General
An Order is the agreement with the supplier to provide the requested services.
What is an Order?
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Adding Consultants
* A consultant needs to be added to the order if he/she has been issued a SSO ID and GE badge
* If a supplier does not need to add a consultant , please proceed to slide 16
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Adding Consultants
Access “Submitted Draft Order” from Message Center or select
“Order” from top menu and then ”Order Name”
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Adding Consultants
Click “Order Items”
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Adding Consultants
Click “Contingent Staff”
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Adding Consultants
Click “Add Ad Hoc Candidate”
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Adding Consultants
Click “Next”
Enter Required Information
To track consultants, the
supplier user must select
“Consultant” in the “Candidate Type
Information” section
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Adding Consultants
Enter Required Information
Click “Next”
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Adding Consultants
Review and click “Finish”
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Adding Consultants
Information updated. Repeat process to add
additional consultants
Consultant can be deleted from the order by clicking
“Remove”
Review items and make changes
where necessary
“Send to Buyer for Review”
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Review and Accept Draft Order
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Review and Accept Draft Order
Access “Submitted Draft Order” from Message Center or select
“Order” from top menu and then ”Order Name”
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Review and Accept Draft Order
Click “Accept Draft Order”NOTE: Order can
be forwarded to a different registered
contact
Review items. If changes are
necessary, “Send to Buyer for
Review” will be the only option
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Review and Accept Draft Order
Click “OK”
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Review and Accept Draft Order
Status updates to “Supplier Accepted
Draft”
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Respond to Request
Accept Draft Order2
1
Supplier Services Tasks: Step 3
Submit Receipts for completed services
Review Draft Order, modify and return to GE or Accept
Submit Receipt3
Review Request and Submit Proposal
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Submit ReceiptsAccess “Active Order”
from Message Center or select “Orders” from top menu and then “Order
Name”
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Submit Receipts
Click “Receipts”
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Submit Receipts
Click “Enter Receipts”
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Submit Receipts
Select the order line item that you wish to submit a
receipt for
Click “Enter Receipt Details”
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Submit ReceiptsEnter Required
Information
Click “Save”
When entering the receipt amount, DO
NOT include tax
It is the supplier's responsibility to ensure that the appropriate detailed comments and necessary attachments (i.e. scanned documents, images, Word
documents, etc.) are provided to fully support the receipt being approved.If the documentation is not sufficient, the GE Approver will decline the receipt.
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Submit Receipts
Repeat the process and add as many receipts
as needed
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Submit Receipts
Review and click
“Submit for Approval”
Receipts will stay in “Draft”
sta tus until submitted for
approval
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Receipts Submitted
Note: Receipt sta tus updates to
“Pending Approval”
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Audit Trail View changes / actions performed on the order.
Conferencing Centralized messaging forum for team members and/or suppliers.
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Audit Trail
A user can click “Audit Trail” to see changes / actions performed on
the order
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Conferencing
A user can click “Conferencing” to
centralize a messaging forum with team members and/or
suppliers for a ll to view
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Add Supplier User
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Add Supplier User
Access “User Management”’ from
System Set Up
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Add Supplier User
Click “Create Supplier User”
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Add Supplier User
Enter Required Information
Click “Save”
Note: Administra tive Permission gives users access to “User
Management” and “Candidate Management”
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Supplier User Added
Note: Locations assigned will determine access to Requests and
Orders.
Click “Edit” to modify
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Modify Supplier UserChange Primary Contact
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Modify Supplier User
Access “User Management”’ from
System Set Up
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Modify Supplier User
Click “Employee
Name”
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Modify Supplier User
Click “Edit”
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Modify Supplier User
Click “Save”
Modify information as needed
Note: Administra tive Permission gives users
access to “User Management” and
“Candidate Management”Place a check in the
“Primary Contact” box to make this user the Primary
Contact
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Consolidate Email Notifications
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Consolidate Email Notifications
Access “User Profile”’ from System Set Up
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Consolidate Email Notifications
Click “Edit”
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Consolidate Email Notifications
Click “Consolidated”
Enter Required Information\
Click “Save”
Email Notifications are only to be set to “ON” or “CONSOLIDATED”. Do not select “OFF”.
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Consolidate Email Notifications
Information Updated
