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© 2009 IBM Corporation Purchase Order Functions in Web Order and Invoice Emiliya Stefanova Dimcheva – How to create an invoice in Web Order and Invoice 1 st November 2012

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Page 1: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation

Purchase Order Functions in Web Order and Invoice

Emiliya Stefanova Dimcheva – How to create an invoice in Web Order and Invoice

1st November 2012

Page 2: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation2

Table of contents

How to print a purchase order?

How to create an invoice from an accepted purchase order?

How to check the status of a purchase order?

How to open a purchase order?

How to check the purchase order details?

How to open a line of a purchase order?

How to check the person who created the purchase order?

Page 3: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation3

Purchase Order Functions in Web Order and Invoice

The buying party IBM will send purchase orders to the vendor using the WOI application.

The vendor may accept/reject and invoice these orders using WOI.

The availability of buttons/functions depends on your level of access.

Page 4: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation4

Click on “View Printer Friendly” and then click on “Print”How to print a purchase order?

Page 5: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation5

Table of contents

How to print a purchase order?

How to create an invoice from an accepted purchase order?

How to check the status of a purchase order?

How to open a purchase order?

How to check the purchase order details?

How to open a line of a purchase order?

How to check the person who created the purchase order?

Page 6: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation6

How to create an invoice from an accepted purchase order?

Click on “Create invoice from purchase order”

Page 7: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation7

Table of contents

How to print a purchase order?

How to create an invoice from an accepted purchase order?

How to check the status of a purchase order?

How to open a purchase order?

How to check the purchase order details?

How to open a line of a purchase order?

How to check the person who created the purchase order?

Page 8: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation8

How to check the status of a purchase order?

Check the status column in the “Purchase Order” section

Page 9: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation9

Table of contents

How to print a purchase order?

How to create an invoice from an accepted purchase order?

How to check the status of a purchase order?

How to open a purchase order?

How to check the purchase order details?

How to open a line of a purchase order?

How to check the person who created the purchase order?

Page 10: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation10

How to open a purchase order?

Click on the radio bullet in front of the PO you would like to open

Page 11: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation11

Click on “Open” to view the purchase order details

Page 12: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation12

Table of contents

How to print a purchase order?

How to create an invoice from an accepted purchase order?

How to check the status of a purchase order?

How to open a purchase order?

How to check the purchase order details?

How to open a line of a purchase order?

How to check the person who created the purchase order?

Page 13: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation13

How to check the purchase order details?

After having opened the purchase order, you will be able to view the details of the purchase order

Page 14: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation14

Page 15: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation15

You will be able to verify all of the purchase order items in a list

Page 16: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation16

Table of contents

How to print a purchase order?

How to create an invoice from an accepted purchase order?

How to check the status of a purchase order?

How to open a purchase order?

How to check the purchase order details?

How to open a line of a purchase order?

How to check the person who created the purchase order?

Page 17: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation17

How to open a line of a purchase order?

Click on the line item in blue on the left

Page 18: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation18

You will be then able to view the purchase order summary

Page 19: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation19

Table of contents

How to print a purchase order?

How to create an invoice from an accepted purchase order?

How to check the status of a purchase order?

How to open a purchase order?

How to check the purchase order details?

How to open a line of a purchase order?

How to check the person who created the purchase order?

Page 20: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation20

How to check the person who created the purchase order?

The contact will be listed under “Buyer Information” in the purchase order details

Page 21: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation21

Under “Ship to address information” you will be able to find the delivery address

Page 22: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation22

By clicking on “Return” you will be directed to the main purchase order page

Page 23: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation23

Take advantage of our tools and capabilities, available at IBM Supplier World Portal at:

https://www-304.ibm.com/partnerworld/wps/pub/pwes/SupplierWorld

For any technical issues in the WOI Portal and invoicing related questions, contact us, using one of the three options below:

- Live Chat

- Contact us via phone

- Submit an online request

Procurement One Place Team Contact Details

Page 24: Purchase Order Functions in Web Order and Invoice · Purchase Order Functions in Web Order and Invoice The buying party IBM will send purchase orders to the vendor using the WOI application

© 2009 IBM Corporation24

THANK YOU!