Supplier User Guide - LyondellBasell

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e-Sourcing

Updated 6/17/2014

Supplier User Guide

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Overview of e-Sourcing

2

– Disabling pop-ups

– First-time Logging In

– Navigating the Workbench

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The Pop-Up Blocker must be disabled in your browser

before logging into e-Sourcing

• Open Internet Explorer and click on Tools located on the right side of the

taskbar.

• Select Pop-up Blocker, then select Turn Off Pop-up Blocker. If Turn On

Pop-up Blocker is available, the Pop-up Blocker is already turned off.

3 Company Confidential

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Your LyondellBasell contact will request an e-Sourcing

account for you

Once you have been set up with an e-Sourcing account you will receive an e-

mail notification from e-Sourcing with your user name, a temporary password,

and a link to access the system

Company Confidential 4

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Clicking on the link provided in the e-mail notification will

launch e-Sourcing allowing you to securely log on

• When prompted, enter your User Name and temporary password

• Click Log on

• E-Sourcing will then prompt you to change your password; enter a new

password and click OK


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e-Sourcing automatically opens to your Workbench, which

is your home page

From any location within e-

Sourcing, you can return to

the workbench by clicking

on the workbench icon


When navigating back in e-Sourcing never

use the browser Back button. The system

provides its own back button that returns the

user to a previous screen on your workbench

Note

If you use the browser back arrow to return to

your Workbench you will exit the system

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From the Workbench, you can view a host of information, including

a calendar that highlights dates on which you have tasks scheduled

The Calendar is used to view, edit or schedule upcoming events

Supplier Setup is for profile maintenance

Events section will show the details of any Calendar entry when the date is chosen

Supplier Alerts are created by the buyer as reminders to the Supplier

Active Auction, RFxs and Xpress Requests section shows current RFxs and

corresponding status information


Awarded Auctions, RFxs and

Xpress Requests shows all

awarded items

New Discussions show

communication between involved

parties

Active Agreements will list any

pending or recently executed

contracts

Note

to expand a section, click the arrow

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RFx

8

– Invitation to Participate

– View Active RFXs

– Intention to Respond

– Terms of Events

– Header Tab

– Responding to Questions

– Adding Attachments

– Phase Selection

– Finish Response

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The RFx module enables you to respond to

LyondellBasell’s request for pricing and other information

An email is sent as an invitation to participate in an RFx, detailed instructions

on how to log in and respond are included on the email.

Note Do not use the link provided in the email to the RFx. Open Internet

Explorer and log on to e-Sourcing


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RFx – Veiw Active RFxs

• Click the Active RFx section from the Workbench to see all of your RFxs and

their status details.

• Open any RFx you want to respond to by clicking the link.

Note

If the RFx is not showing up in the Active Auctions, RFxs, and Xpress Requests

section try clicking on the RFx tab at the top of the screen and then check the

Active Auctions, RFxs, and Xpress Requests section again.


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RFx – Intention to Respond

• Click the blue PROP-000xxx-20xx link under the RFx Response section to

intend to respond or decline to participate.

• Select Intend to Respond and click the Finish button. You can also Decline

to Participate from here too. Note The date you must confirm intention to

respond by is displayed above the three options.


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RFx – Term of Events

• Once you’ve intended to respond you must Accept or Decline

LyondellBasell’s Terms of Events and select the Finish button.


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RFx – Header Tab

• In the Header tab of the PROP there is important information such as:

– RFx Response Status

– Response Due Date

– Intention to Respond Confirmation Date


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RFx – Responding to Questions

• To begin completing your proposal, click on the Questions tab

• Each section is named and has the number of questions that you will be required to answer.

• Click the link for each section to access the questions.

Note

If you are unable to respond to questions, it may be because the RFx owner needs to change the status to Open for Response on their end. Contact them to let them know they need to Open the questions for Response.


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RFx – Responding to Questions

• You are required to answer each question that has an orange asterisk (*)

beside it.

– Save frequently as you go along.

– Add any required attachments in the Attach File Below fields.

• Once you have answered each question in a particular section, click the Next

button to move on to the next question section.


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RFx – Adding Attachments

If you have any additional information to add to the RFx, it can be uploaded into

the Attachments section.

• Click the Attachments button.

• Click the Attach File(s) Button.

• Click the Browse button and direct the system to your personal file location

and click OK.

• Continue to click OK until you are back to the main proposal screen.


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RFx – Phase Selection

Once you have answered all of the questions and attached any additional files,

you can submit your final response.

• Click the In Progress button.

• At this point you have the choice to move to the Firm stage or Decline the

RFx.

– Moving to the Firm stage finalizes your response and you will not be able to

make further changes to your response.

– Moving to the Declined stage will delete any information you added to this

RFx (i.e. answers to questions, uploaded files, etc...) and lock you out of

responding to the RFx.

• Click the Preliminary button.


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RFx – Phase Selection

The Preliminary phase will now appear in dark blue, now you can move on to

the Firm phase.

• Click the Firm button, a pop-up prompt will appear click OK.

• Then click the OK button in the top left hand corner of the RFx.

• Your responses will be sent to the RFx owner.


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RFx – Finish Response

• This completes your proposal and submission of questions.

• Be sure to check the Supplier Alerts section of your Workbench screen. All

activity will be automatically updated there.


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Contract Management

20

– Award of the Contract

– View/Modify Contract

– Upload Modified Contract

– Compare Document Versions

– Executed Contract

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Contract Management – Award of the Contract

The buyer will make the decision on who to award the contract too.

• If the buyer has awarded the contract to you, you will see the award status in

the Awarded Auctions, RFxs, and Express Requests Section of your

workbench.


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Contract Management – View/Modify Contract

After the RFP has been awarded, the buyer will send the contract through e-

Sourcing for your review.

• Scroll down in your Workbench to the Active Agreements section to view

active contract agreements. Click on the Contract icon.

Note

If the Contract is not showing up in the Active Agreements section try clicking

on the Contracts tab at the top of the screen and then check he Active

Agreements section again.


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Once the Contract has been opened, you can see the following information:

– Summary information for the contract, view attachments, and participate in

discussions.

• To view the Contract click on the Contract Documents tab.

• Click the blue Contract.docx link to open.


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• To view the contract document, click on the link and choose Download.

• Save the document to your personal computer.

– From here you can view the contract and make any necessary changes on

the saved document.


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Contract Management – Upload Modified Contract

If you’ve made changes to the contract, you can upload the new (modified)

version and check it back in.

• Select Check Out from the Actions drop-down menu.

• Then select Check In from the Actions drop-down menu


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Contract Management – Upload Modified Contract

• Click the Picker button in the File Name field and direct the system to your

personal file location and click OK.

• Once the file is attached, update the Comments section with helpful

information about the changes to the contract.

– These comments will remain in the system and will be used by the buyer.

• Click Next, after upload completes click OK


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Contract Management – Compare Document Versions

When Check-In is complete, all versions of the contract document can be

viewed.

• It is also possible to choose two documents and click Compare to see the

changes between versions.

• Select Finish.


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Contract Management – Executed Contract

When both parties have agreed on the final version, the buyer will execute the

contract document.

• The Contract Documents view will show that the contract is Checked Out by

LyondellBasell and the status will be Executed.

• The final document can be viewed by clicking the link and downloading the

document using the same process on the Contract Management –

View/Modify Contract slides.


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Questions

29

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Questions

• Email: [email protected]

• Phone: Call your LyondellBasell contact for direct assistance

• View the online demo of responding to an RFP:

http://scn.sap.com/docs/DOC-4978

• Use the Help option on your Workbench


mailto:[email protected]

