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iSupplier Portal Supplier Training WebinarOccidental Petroleum Corporation ■ iSupplier Supplier Training Webinar ■ 2014

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Welcome to the iSupplier Portal Supplier Training Webinar

• Overview– Purchasing Document Types (GBPA/SPO)– Purchasing Document Line Types– Price Breaks

• Portal Functionalities– How to access the iSupplier Portal (Webpage/Email Notifications)– How to view and accept purchasing documents (GBPA/SPO)– How to create/submit supplier charges (Invoices/Field Tickets)– How to create/submit credit memos– How to view invoices and payments

• Support– Supplier Webpage– Supplier Help Desk

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Overview – Purchasing Document Types

• Overview– Purchasing Document Types (GBPA/SPO)– Purchasing Document Line Types– Price Breaks

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Overview – Purchasing Document Types

• Global Blanket Purchase Agreement (GBPA)

• Standard Purchase Order (SPO)

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Global Blanket Purchase Agreement (GBPA)

– Used to execute Statement of Commercial Terms of Master Agreements or stand alone contracts

– Allow better managing of supplier price books– Oxy can create Standard Purchase Orders (SPO) against the

GBPAs to request materials or services. • Supplier can then electronically submit matched to SPO invoices for

those materials and services

– If enabled, Supplier can also submit supplier charges against valid GBPAs to invoice materials and services requested by Oxy representatives

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Standard Purchase Agreement (SPO)

– Used as a stand alone agreement for one-time purchases of materials or services when the description of the goods/services, pricing, quantities and delivery schedule are known.

– Used to order against Global Blanket or Contract Purchasing Agreement. SPO lines may reference to the applicable GBPA or GCPA.

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Process Overview – Purchasing Document

Purchasing

Document

Created

(GCPA/GBPA/SPO)

Negotiate

Pricing

Agreement

Active

Supplier Receives

Notification (Via E-mail

and iSupplier Portal)

Purchasing Document

SPO?

Acknowledgement

Required

Yes

No

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Overview – PO Line Types

• Goods – Material item description, UOM/Rate are populated in price book.

• Services – Service item description, UOM/Rate are populated in price book.

• Amount Based Services – Services items, total amount is known (lump sum), quantity field is used as the “amount field”. UOM is the currency and the rate is $1

• Price on Demand – Unplanned services/material/other charges that are not specifically defined in the supplier’s price book

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Overview – PO Lines Types (continued)

• 3rd Party – Services/Materials provided by a 3rd party(subcontractor). Not specifically defined in the price book

• Reimbursable – Expenses to be reimbursed based on an expense report. Not specifically defined in the price book

• Sales Tax – Sales tax

• Tax Other – Taxes that are not sales tax i.e. well servicing tax

• Freight – Transportation costs charged separately from material/services cost

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Overview – Price Breaks

• Price Breaks: Some PO Line items will contain Price Breaks. Price breaks occur whenever the GBPA contains complex pricing for the supplier charges submitted – Price breaks can be a Service, Goods or Price on Demand PO

Line type – The price is determined by either the quantity and/or the service

date range – Price breaks are indicated by the missing rate in the rate field of

the supplier’s pricebook

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iSupplier Portal Supplier Training Webinar

• Functionality:– How to access the iSupplier Portal (Webpage/Email

Notifications)

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How to access the iSupplier Portal (Email notifications/ Webpage)

• Supplier can access the iSupplier Portal via: – Webpage– Email Notifications

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• Suppliers can access the iSupplier Supplier Webpage by going to www.oxy.com, or

• To directly access the iSupplier Portal Login Screen, enter the following link in the address bar:

http://oxysupplier.oxy.com/OA_HTML/AppsLocalLogin.jsp

How to access the iSupplier Portal via the webpage

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How to access the iSupplier Portal via the webpage (continued)

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How to access the iSupplier Portal via the webpage (continued)

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How to access the iSupplier Portal via the email notification.

• An email Notification will inform the Supplier that they can review the Purchasing Document or may require that they electronically accept or reject the Purchasing Document within the portal – Action Required

– No Action Required

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How to access the iSupplier Portal via the email notification.

• For GBPAs a Review notification is sent the Supplier

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How to access the iSupplier Portal via the email notification (continued)

• For SPOs, suppliers must accept the purchasing document and will receive an email notification to take action

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iSupplier Portal Supplier Training Webinar

• Functionality:– How to view and accept purchasing documents

(GBPA/SPO)

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iSupplier Portal Supplier Training Webinar

• Functionality: – How to create/submit supplier charges (Invoices/Field

Tickets)

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How to Create Supplier Charges

• To create Supplier Charges, suppliers will use– Invoicing information provided by the Oxy Representative

(Agreement Number, Business Unit, Project Number, etc.) • Who requested or supervised the delivering of services and/or

materials

– Materials and services receipt information detailing items and quantities to be invoiced (Attachment Required for Invoices Only)

– Supplier invoice and/or field ticket number as applicable

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How to Create Supplier Charges

• Supplier charges:– Contains PO Line types from supplier price book

• Supplier Charges Types: Field Ticket and Invoices – Field Tickets:

• Submit if your field ticket is going to become the invoice, by confirming the field ticket Oxy is approving the invoice

• No additional support documentation is initially required• Can be submitted up to 14 days from delivering the services/materials

– Invoices:• Submit if company internally generates invoices from field info• Field info signed by an Oxy Rep must be attached as support

• Supplier Charges Statuses

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Process Overview – Supplier Charges (Applies to Executed Valid Contract that are already in place)

Supplier Creates and Submits Supplier

Charges (Field Ticket or Invoice)

Link to GBPA Pricing

Oxy Confirms or Rejects the Supplier

Charges

Supplier ChargesSTATUS Rejected

Supplier Charges STATUS

Confirmed

Purchase Requisition Automatically Created

Supplier performs work at site

Notification sent to Supplier

Of Supplier Charges Rejection

Supplier Corrects andRe-submits the Supplier Charges

Notification sent to Supplier

Of Supplier Charges Confirmed

Purchase Order Automatically Created(linked to the GBPA)

Invoice Match

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iSupplier Portal Supplier Training Webinar

• Functionality:– How to create/submit credit memos

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How to Create a Credit Memo

• Reasons to submit a credit memo– Overpayment– Billing Errors– Unused Material

• Key points – – All required fields must be completed (denoted with *)– Not related to any contract or GBPA – Can be submitted at any time– Once submitted, cannot be modified– Attachments are optional

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iSupplier Portal Supplier Training Webinar

• Funtionality:– How to view invoices and payments

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How to View Invoices and Payments

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View Invoices

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View Payments

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View Payments

Payment Details:

PO Number Details:

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Conclusion

• How to Access the iSupplier Portal

• How to View and Accept Purchasing Documents

• How to Create and Submit Supplier charges (Invoices/Field Tickets)

• How to Create and Submit Credit Memos

• How to View Invoices and Payments

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Additional Support

• Support– Supplier Webpage– Supplier Help Desk

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Support

• Supplier Webpage – www.oxy.com (Direct link http://isuppliersupport.oxy.com)

• iSupplier Portal access

• iSupplier Portal User Guides

– i.e. How to Submit Supplier Charges

• Access to Supplier Help Desk - USA

– Able to submit a web-form help ticket (Available 24 hours a day to receive requests)

– Email the HelpDesk at AP_USA_SupplierHelpDesk@oxy.com

• Frequently Asked Questions (FAQ’s)

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Supplier User Guides

Transactions Supplier Key Action User Guide Links at the Supplier Webpage

Purchasing Document View Purchasing Documents (Purchase Orders, Services Orders, Contracts, Master Services Agreements, etc.); and their price; electronically accept a Purchasing Documents.

http://oxy.com/OurBusinesses/OilAndGas/DBWU/Documents/iSupplier%20User%20Guide%20-%20View%20or%20Accept%20Purchasing%20Documents%20V3.pdf

Invoices and Payments View/submit Supplier Charges/Field Ticket Invoices against Agreements. Electronically

http://oxy.com/OurBusinesses/OilAndGas/DBWU/Documents/View_and_Create_Supplier_Charges_Invoices.pdf

View Invoices and Payments. http://oxy.com/OurBusinesses/OilAndGas/DBWU/Documents/User%20Guide%20-%20View%20Invoices%20and%20Payments.pdfElectronically submit invoices against

Standard Purchase Orders.http://oxy.com/OurBusinesses/OilAndGas/DBWU/Documents/User%20Guide%20-%20Create%20Invoices.pdf

Electronically submit credit memos.  http://oxy.com/OurBusinesses/OilAndGas/DBWU/Documents/User%20Guide%20-%20Create%20and%20View%20Credit%20Memos.pdf

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