iSupplier Instructions for Suppliers - Cree Inc. · The Oracle iSupplier process uses a completely secured, password protected, electronic interface. By using electronic processing,

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Title: iSupplier Instructions for Suppliers Name: CPR6.32 Rev: A Date: 05/16/2019 Page: 1 of 26

Title: iSupplier Instructions for Suppliers

Document Number: CPR6.32 Table of Contents

1. Purpose .............................................................................................................................................. 2

2. Scope ................................................................................................................................................. 2

3. Responsibility .................................................................................................................................... 2

4. Reference Documents ....................................................................................................................... 2

5. Records .............................................................................................................................................. 2

6. Definitions ......................................................................................................................................... 2

7. What is iSupplier? .............................................................................................................................. 2

8. Registration Confirmation ................................................................................................................. 3

9. iSupplier Home Page ......................................................................................................................... 4

10. Viewing Attachments on a Purchase Order ...................................................................................... 6

11. Acknowledging Purchase Orders ...................................................................................................... 9

12. Rejecting a Purchase Order ............................................................................................................. 16

13. Partially Acknowledged Status ........................................................................................................ 18

14. Acknowledging Buyer’s Response ................................................................................................... 18

15. Multiple PO Change ......................................................................................................................... 20

16. Requesting Changes to an Accepted Purchase Order ..................................................................... 21

17. Requesting a Cancellation ............................................................................................................... 22

18. Advance Shipment Notices – OPTIONAL ......................................................................................... 22

19. Submitting Invoices - OPTIONAL ..................................................................................................... 25

20. Document Revision History ............................................................................................................. 26






1. Purpose 1.1. The purpose of this document is to offer a step-by-step tutorial on how to use the iSupplier Portal after

user registration has been confirmed.

2. Scope 2.1. This document covers the Supplier User’s iSupplier interaction with Buyers in North America and Asia.

3. Responsibility 3.1. It is the responsibility of the Materials Manager to ensure that this document is complete and up to

date. 3.2. It is the Supplier User’s responsibility to follow these instructions to acknowledge purchase orders

through the iSupplier Portal.

4. Reference Documents 4.1. CPR6.32A – iSupplier supplier user registration form – OPTIONAL.

5. Records 5.1. All official records using this process are contained within Cree’s Oracle ERP system.

6. Definitions 6.1. iSupplier User – the contact person responsible for the receipt and confirmation of Cree POs. 6.2. Promise Date – Supplier’s confirmed delivery date to Cree’s dock. Be sure to allow for transit time when

entering promise dates in iSupplier. 6.3. On Time Delivery – Cree’s “on time” delivery window is officially five calendar days early and zero days

late for both need by and promise dates. OTD scores weigh both dates equally. 6.4. Advanced Shipping Notice (ASN) – a document that provides detailed information about a pending

delivery. The purpose of an ASN is to notify the customer when shipping occurs and provide physical characteristics about the shipment so the customer can be prepared to accept delivery.

7. What is iSupplier? 7.1. iSupplier is a secured Oracle ERP web-based, front-end portal, enabling Cree’s suppliers to collaborate

with Cree’s Purchasing department by way of the internet within the PO acknowledgement process. 7.2. The Oracle iSupplier process uses a completely secured, password protected, electronic interface. By

using electronic processing, purchasing documents, receiving, and invoicing information can be easily and accurately communicated to any registered iSupplier user in real time.

7.3. It eliminates the issue of lost purchase orders sent via emails that are not being successfully transmitted to, or received by suppliers (sometimes POs drop into the Junk/SPAM folder and get lost there). Electronic data concerning new POs, change order requests, etc. is instantaneously available within each Supplier’s secured home page.

7.4. No special software needed to access this system. iSupplier works in most current web browsers such as Internet Explorer or Google Chrome.






7.5. Cree Buyers will be able to help with most questions. The Buyer’s contact information will be on all Cree purchase orders.

7.6. If Supplier is not already registered in the system, please contact Buyer to get a user name and password assigned.

8. Registration Confirmation 8.1. Upon successful iSupplier registration, supplier Users will receive an email detailing their iSupplier User

Name, encrypted iSupplier password, and the URL to access the iSupplier portal. 8.2. Login to the Cree iSupplier system by clicking the ‘log on’ hyperlink in the body of the email.

8.3. Using the User Name and Password received from the email notification, login.

8.4. The system will immediately ask Supplier User to change the password.






8.5. Lost or Forgotten Passwords 8.5.1. Cree personnel are not able to access any information regarding a supplier User’s password. 8.5.2. Contact a Cree Purchasing Representative in the event of a lost or forgotten iSupplier password as

that “click here for password assistance” link does not do anything. 8.5.3. Buyer will reset the User password and the system will email a new temporary password to the

User. 8.5.4. Whenever a new password is sent to replace a lost or forgotten password, Users should use the

new password and then change it to a personalized password.

9. iSupplier Home Page 9.1. Log in to iSupplier using the link provided in the email that contained the supplier user’s username and

temporary password. Set the link as a Favorite/Bookmark in the chosen internet browser application to make it easier to return to the website.

9.2. The Home Page is the User’s starting point for accessing all the information available through Cree’s iSupplier Portal.

9.2.1. Home Page Tabs (1) Use the tabs on the home page to quickly access related task areas. For

example, by clicking on the Tab "Orders" it will open the purchase order tab. 9.2.2. Quick Search (2) The Quick Search feature is available from the Home page. Using Quick Search,

look for *Purchase orders *Shipments *Invoices *Payments - by selecting the type from pull down menu and entering the document number and clicking go.

9.2.3. Notifications (3) Notifications are messages waiting for review. Some notifications are view-only, while other notifications require action. To view notifications, click the "Full List" button to open the Notification Details page. This page provides complete notification details, as well as the appropriate action button.

9.2.4. Orders at a Glance (4) This section displays the five most recent purchase orders. Click the "Full List" button to view the purchase order details page.






9.2.5. Shipments at a Glance (5) This section displays recent shipments. Click a shipment number to view a list of recent shipments. To view a complete list of Shipments, click the "Full List" button.

9.2.6. Quick Links (6) This section is displayed on the right and provides a high-level diagram of the procure-to-pay flow through the Oracle iSupplier Portal application. Click any link to go directly to the corresponding page.

9.2.7. Hyperlinks ( ) Click on any blue underlined number or word hyperlink to access detailed information about that transaction.

9.3. From the Home screen, User can search for POs by PO Number, Shipment Number (if ASNs have been entered through iSupplier), Invoice Number, or Payment Number.

9.4. The Orders Tab looks like this:

9.5. The Shipments main tab looks like this:






9.6. Check on invoices using the Finance tab

9.6.1. View invoice holds. These invoices are on Qty Rec hold which means that the items have not been

received in Oracle. The supplier can help release this type of hold by providing packing slips and proof of delivery to the Buyer on the PO.

10. Viewing Attachments on a Purchase Order 10.1. Anywhere there is the word “Attachments” with a filled paperclip icon under it, there is an

attachment to the PO for the supplier. 10.2. Hover over the icon (hold the mouse pointer over it without clicking) and a small window will

appear with a listing of the attachments. Click on the attachment to view it.






10.3. If User clicks on the icon instead of hovering (or if hovering does not produce the smaller attachments window), iSupplier will go to another screen with a list of the attachments. Click on the chosen attachment to view it.

10.4. This attachment looks like this

10.5. User can also access the header level attachments from the View Orders Screen by hovering

over or clicking the “View” link next to the word Attachments:






10.6. If the Buyer has attached a file to the PO, then the “Type” in the small window will say “File”

10.7. Click on the file name to download the file






10.8. Open the file to view its contents

10.9. The same actions apply for line level attachments which can be found on the view orders screen

left of the “Reason” box

11. Acknowledging Purchase Orders 11.1. Purchase Order acknowledgement functionality is used for all purchase order types in iSupplier

portal. 11.2. Supplier acknowledges purchase orders to communicate to Cree, Inc. that supplier has received,

reviewed the details of, and accepted or rejected a purchase order. Supplier user can also communicate changes to the purchase order during acknowledgment. Orders can be acknowledged online or through the email notification. The email notification does not allow shipment level acknowledgment, which must be entered online. When user responds, the purchase order is automatically updated, and a notice is sent to the buyer and stored in the document history.

11.3. Acknowledgment via Email Notification 11.3.1. When a Cree Buyer approves a PO for a supplier, the iSupplier User will generally receive two

emails. 11.3.1.1. One will come from the Buyer’s email address and contains a PDF copy of the PO. If

User would like to stop receiving the PDF copy after iSupplier registration, contact Buyer with the request.






11.3.1.2. The other will come from Oracle Production Workflow Mailer. This is the iSupplier email.

11.3.2. The iSupplier email contains all the details of the PO in an HTML format – item information,

pricing, and need by dates.

11.3.3. The bottom of that email shows two links “Accept” and “Reject”

11.3.4. Using either of these links generates a reply email back to iSupplier. 11.3.5. The “Accept” choice acknowledges that the supplier can fulfill the order as written. The Buyer

will be notified by the system that the PO has been accepted.






11.3.6. The Buyer will be notified of a “Reject” option against a PO as well. Keep in mind that this does not cancel the PO, and supplier should expect an email or phone call from the Buyer after receiving this notification. See “Rejecting a Purchase Order” for more information regarding supplier rejection of POs in iSupplier.

11.4. Acknowledging a Standard Purchase Order 11.4.1. Use the view order screen

11.4.1.1. Click on a PO number from the Home Page to navigate to the view order screen

11.4.2. Click the +Show button on the left side of the line(s) to view line details:

11.4.3. From the view order screen, in the Actions Drop Down list, there are several options. To

acknowledge the PO, choose Acknowledge and click the Go button






11.4.4. From the Orders tab 11.4.4.1. Click the Orders tab for a longer list of purchase orders issued to the Supplier

11.4.4.2. From the Orders screen, choose the radio button next to the order to be acknowledged

and then click the acknowledge button above the PO list. 11.4.5. Either of the steps above will navigate to the Acknowledgment window

11.4.6. Click on the Show All button above the first line of the PO to expand the view of the details all

lines






11.4.7. Clicking Accept Entire Order will copy the need by date over to the promise date field and move to the next screen in the process

11.4.8. If supplier is unable to complete the order as written, then the User must acknowledge the PO line by line. In this case, User must acknowledge every line on the PO.

11.4.9. Make all the changes required to Supplier Order Number, Supplier Item, Promise Date, Price, and Quantity

11.4.10. Split a line – the Supplier can split the line if unable to deliver the entire quantity in one

shipment 11.4.10.1. Click on the Split icon on the far-right side of the line

11.4.10.2. This allows the user to update quantities and add promise dates

11.4.11. In the Action box at the far right of the line, use the drop-down menu to choose

“Change”. In the Reason box just to the left of the Action box, type a very short note describing the “Change”. Examples are “Split,” “Promise”, “Accept”, “Delivery”, etc. Do this on every line.

11.4.12. When acknowledging by lines, if Supplier does not act on every line, the status will change to “Partially Acknowledged” and the Buyer will be locked out until Supplier completes the acknowledgement. See “Partially Acknowledged Status” below for more information on this topic.

11.4.13. After acting on every line, click the button at the bottom right of the screen.






11.4.14. The next screen will be a message alerting the user that the change request has been submitted

11.4.15. Additional Change Requests

11.4.15.1. Cree prefers that the supplier user send any additional notes in a separate email directly

to the Buyer instead of using this text box. iSupplier requires the Buyer to respond to notes in this box by either changing the PO or by clicking a button that says, “No Changes Required.”

11.4.15.2. If the Buyer clicks the “No Changes Required” button, the Supplier may receive an email stating that the Buyer rejected the Supplier’s changes. This can cause confusion.

11.4.16. Back on the Orders tab, the status of the PO has changed to Supplier Change Pending. This means that it is waiting for the Buyer to respond to the changes

11.4.17. Repeat these steps for all new standard purchase orders submitted by Cree.

11.5. Acknowledging a Blanket Agreement 11.5.1. Click the radio button next to the blanket agreement and click the Acknowledge button






11.5.2. If Supplier accepts the Blanket Agreement as written, click Accept Entire Order at the top of the screen

11.5.3. And then click Submit on the next screen

11.6. Acknowledging a Blanket Release

11.6.1. These directions are not applicable to consignment blanket releases. 11.6.2. Blanket releases do not require acknowledgement in iSupplier, so the status is listed as Open.

11.6.3. To enter Promise Dates on Blanket Releases, select a PO and click on Request Changes 11.6.4. Click Show All to see where to enter the changes – just like on a Standard Order






11.6.5. Enter the Promise Dates, choose the Action “Change” and enter text in the Reason box

11.6.6. Then click the Submit button. The status changes to Supplier Change Pending

11.6.7. After the Buyer accepts the changes, the status will revert to Open

12. Rejecting a Purchase Order 12.1. The PO can be rejected through the email from Acknowledging a Purchase Order above, or

through the iSupplier portal. 12.2. Rejecting a PO does not cancel it. See Requesting a Cancelation below for cancellations. 12.3. Cree requests that the Supplier User contact the Buyer regarding the PO before rejecting it in

iSupplier to discuss necessary changes to the PO. These changes can be made by the Buyer if the Supplier has not acknowledged the PO yet.

12.4. Choose the PO to be rejected and click “Acknowledge”






12.5. Change the Action to “Reject” and type a small note in the Reason box

12.6. Click Submit

12.7. The PO status will change to “Rejected”

12.8. Contact the Buyer to discuss options. 12.9. After the negotiations, changes can be made to the PO and resubmitted to the supplier or the

Buyer can cancel the PO if no solution is available. 12.10. If the PO is resubmitted, perform the acknowledgement steps above for the proper PO type.






13. Partially Acknowledged Status 13.1. When supplier user is acknowledging a multi-line PO but does not fully acknowledge every line,

then the PO will go into “Partially Acknowledged” Status.

13.2. There should be an error message when trying to submit a partially acknowledged PO

13.3. When a PO is in Partially Acknowledged status, Buyer is locked out of the PO until the supplier

user completes the acknowledgement on every line. 13.4. Go back into the PO acknowledgement screen and complete the acknowledgement of the PO to

continue the process. 13.5. If there comes a point where neither the Supplier nor the Buyer can access the PO to make

additional changes, ask the Buyer to reset the PO.

14. Acknowledging Buyer’s Response 14.1. If the Buyer takes issue with any of the proposed changes, Buyer will contact Supplier to

negotiate the changes before responding in iSupplier. Usually Buyers will not reject an acknowledgement without having this conversation.

14.1.1. The email will indicate if the acknowledgment is rejected






14.1.2. And the status will revert to Requires Acknowledgement

14.2. Once the Buyer has responded to the change request/acknowledgment (either by accepting or

rejecting it), the order will revert to Requires Acknowledgement status

14.3. Click the radio button next to the revised PO which Requires Acknowledgement and click the

Acknowledge button.

14.4. For accepted acknowledgments, confirm that the changes from the original acknowledgement

are still accurate, and click Accept Entire Order if everything is correct. 14.5. On the next screen, click Submit






14.6. Receive notification that the PO has been acknowledged

14.7. Return to Orders tab. The status of the PO has changed to Accepted

14.8. For rejected acknowledgements, make the agreed upon changes and submit. The PO goes back

to the Buyer, who should accept the acknowledgement with the agreed upon changes.

15. Multiple PO Change 15.1. iSupplier allows User to make the same change to multiple POs at the same time. 15.2. From the Orders tab, under Purchase Orders, click the button out to the right labeled “Multiple

PO Change”

15.3. The view defaults to Overdue Shipments but also offers other options in the drop-down list.






15.4. Choose the shipments for which the change is required by checking the box to the left. Then under default values above the PO list, enter the change details. iSupplier will fill in the fields.

15.5. Then click Apply

16. Requesting Changes to an Accepted Purchase Order 16.1. The Oracle iSupplier Portal enables supplier user to request changes to purchase orders when

modifications are needed to fulfill an order. Changes can be made during and after acknowledgment. 16.2. Cree understands that sometimes things change and the Supplier may need to make changes to

the order acknowledgement. When this happens, go to the Orders tab, select the radio button next to the PO that needs to be changed, and click Request Changes

16.3. Refer to the instructions for Acknowledging a Standard PO. The steps from this point on are

the same as if it was a new PO.






17. Requesting a Cancellation 17.1. Cree’s iSupplier functionality does not allow a supplier to request a PO cancellation. Each option

results in an error message to the supplier. 17.2. If supplier needs to request a PO cancellation, contact the Buyer directly to discuss the request. 17.3. Once the Buyer cancels the PO, iSupplier sends an email to the supplier with a blank PO form

17.4. No other electronic notification is sent. 17.5. Cancelled Purchase Order status changes to Closed

18. Advance Shipment Notices – OPTIONAL 18.1. Entering an Advance Shipment Notice (ASN) or Advance Shipment Billing Notice (ASBN) alerts

the buying company of upcoming shipment deliveries. To create an ASN or ASBN, select the purchase order shipments being shipped and provide the appropriate shipment details.

18.2. For a large volume of ASNs or ASBNs, create a spreadsheet containing shipment details and upload it into iSupplier. Use the spreadsheet template in the iSupplier Portal to create shipment notices offline and then upload the file. See “Uploading Advance Ship Notices” below.

18.3. From the iSupplier Portal homepage, click the Shipments tab and then click Shipment Notices in the task bar directly below the tabs.






18.4. On the Shipment Notices page, click Create Advance Shipment Notices for and ASN or Create Advance Shipment Billing Notice for an ASBN.

18.4.1. NOTE: When creating an ASBN, all selected shipments must belong to the same operating unit.

18.5. Select either View Shipments Due This Week or View Shipments Due Any Time then click Go.

Click Advanced Search to enter additional search criteria to perform a more restrictive search.

18.6. Select one or multiple purchase order shipments, and then click Add to Shipment Notice

button. 18.7. On the Create Advance Shipment Notice or Create Advance Shipment Billing Notice page, enter

the appropriate shipment line defaults. 18.7.1. Note: Shipments can be added by clicking Add Shipments on the Shipments Line page. 18.7.2. All fields with asterisk in the front of the field name denotes a required field.

18.8. User can enter the line details once, for all shipment lines, if the details are common to all lines. To copy default to all shipment lines, click Default to All Lines button.

18.9. To split a shipment line, click the Split icon in the Shipments in Advance Shipment Notice section, and enter Shipping Quantity for the original and new lines.

18.10. To remove a shipment, click the Remove icon in the Shipments in Advance Shipment Notice section.






18.10.1. Note: To display shipment details, click Show in the Shipment and Advance Shipment Notice section. To hide shipment details, click Hide in the Shipment and Advance Shipment Notice section.

18.11. Click the Shipment Header tab. Enter the required ASN or ASBN information. 18.11.1. User can also enter other information. The information entered at the header level is

transferred to the line level. (However, changes made at the line level override information at the header level).

18.11.2. When entering an ASBN, User must enter the following billing information: 18.11.2.1. Invoice number 18.11.2.2. Invoice date 18.11.2.3. Invoice amount

18.12. In the Remit-To site section, verify that the Remit To Site details are correct. If the Remit to Site details need to be changed, click Change, select the correct Remit To Site details, and then click Apply.

18.13. To enter Lot or Serial Information, click the LPN/LOT/serial icon.

18.14. To preview the ASN or ASBN, click the Preview button. 18.15. Review the ASN or ASBN and click the Submit button. 18.16. The shipping notice is visible to the Commodity Managers and Receiving Departments and helps

Cree to know when to expect the shipment. 18.17. Uploading Advance Shipment Notices

18.17.1. For a large volume of ASNs or ASBNs, create a spreadsheet containing shipment details and upload it into iSupplier. Using the spreadsheet template in iSupplier Portal, create shipment notices offline, and then upload the file.

18.17.2. From iSupplier Portal homepage, click the Shipments tab, and then click Shipment Notices in the task bar directly below the tabs.

18.17.3. Click Upload Advanced Shipment and Billing Notices

link.






18.17.4. On the Upload Shipment Notices page, click Download Templates for instructions on uploading an ASN or ASBN.

18.17.5. On the Download Templates page, choose the file to download and click Download

button. Choose from the following files to download: 18.17.5.1. ASN Template and Instructions - Contains instructions for uploading ASNs, a sample ASN

spreadsheet file, and the template to use when entering ASN information offline. 18.17.5.2. ASBN Template and Instructions - Contains instructions for uploading ASBNs, a sample

ASBN spreadsheet file, and the template to use when entering ASBN information offline. 18.17.5.3. Valid List of UOM, freight terms, etc.... - A list of values including country of origin, UOM,

freight, carriers, payments terms, etc. is provided. Use these values when creating the ASN/ASBN file.

18.17.5.4. Zip, All Files - Contains instructions for uploading ASNs, ASBNs, samples of ASN and ASBN spreadsheet files, templates to use while entering ASN and ASBN information offline, and lists of values.

18.17.6. Complete the templates per the instructions. Save completed file locally. 18.17.7. To upload the template, return to the Upload Shipment Notices page, browse for the

completed template and upload it by choosing the Start Load Now button.

19. Submitting Invoices - OPTIONAL 19.1. Invoices can be submitted to Cree online based on the purchase order lines which have been

fulfilled. Identify those items shipped and enter a quantity. Invoices can be submitted against open and approved standard or blanket purchase order releases that are not fully billed.

19.2. A credit memo can be entered against a fully billed purchase order (use negative quantity amounts to enter a credit memo), as well as invoice against multiple purchase orders. However, the currency and organization of all items on an invoice must be the same. The organization is the entity within Cree that is being invoiced against.

19.3. On the iSupplier Portal Home page, click the Finance tab, and then click Create Invoices in the task bar directly below the tabs.

19.4. On the Invoice Actions page, select either With a PO from the Create Invoice Menu and click Go button.






19.5. On the Create Invoice: Purchase Orders page, enter search criteria to identify the purchase

order, and click Go button. 19.6. Select items of the PO to be invoiced and click Add to Invoice. Add as many items as needed

(items on the invoice display at the bottom of the page). If an item is mistakenly added to the invoice, select it and click Remove from invoice. When finished adding items, click Next

19.7. On the Create Invoice: Details page, enter an invoice number and remit to address. User can update the quantity and/or price. Enter any additional information, and then click Next.

19.8. On the Create Invoice: Manage Tax page, view the tax information generated. Deliveries to North Carolina, USA should not be charged sales tax as Cree pays the sales tax directly to the state. Certificate available upon request. When finished, click Next.

19.9. On the Create Invoice: Review and Submit page, review the invoice and click Submit. User has the option to return to this invoice later by clicking Save for Later.

19.10. A Confirmation page is generated informing User of successful invoice creation.

20. Document Revision History Date Rev DCN # Change By: Approval

03/06/18 - DMS Document Origination S. Sherbert DMS

05/16/19 A DMS Restructured document for better information flow. Added info on supplier registration, iSupplier home page, ASNs, and submitting invoices

S. Sherbert DMS