UPS– TradeshiftSupplierTraining

InvoicingAgainstAContract

Last Updated: 3/23/2017

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

ReferenceGuide

CreatinganInvoice 3

RequiredFieldsonInvoice 4

SupplierPricingTermsSpreadsheet 6

SupplierOfferViewerApp 7

SupplierOfferViewerApp- SelectingABuyer(UPS) 8

SupplierOfferViewerApp- ViewingProductsandContractDetails 9

HowtoDeleteanInvoiceLine 13

MiscellaneousandTaxCharges 14

PaymentMethod 17

AttachingDocuments 18

SendinganInvoice 20

BusinessFirewallErrors 21

2-WayMatchValidation 22

ManagingSentInvoices 25

SupportResources 30

2

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

CreatinganInvoice• WhenreadytoinvoiceUPS,selecttheCreateDocuments icononthe

taskbar, thenselectInvoice

3

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

RequiredFieldsonInvoice• SelectUPSOasisSupplyCorporationastheinvoicerecipient

• Theinvoicenumbermustbeuniqueandcannotcontainanyspacesorlowercaseletters(ex.ABC1234)

• Theissuedatecannotbeback-datedmorethan7daysfromthedayofinvoicesubmission

4

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

RequiredFieldsonInvoice• Thecontractnumber,whichbeginswithaCW orP2P,islocatedinthe

contractdetailsunderContractIDintheSupplierOfferViewerapp

• TheContractIDisalsolistedintheproductpricingtermsspreadsheet

5

CW2473806

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

SupplierPricingTermsSpreadsheet

• UPSwillsendsuppliersanExcelspreadsheetwithproductpricingterms

• Thespreadsheetcanbeusedwhenenteringlineiteminformationontheinvoice

• TheproductpricingtermsarealsodisplayedintheSupplierOfferViewerApp

6

SKU ContractID ContractedMaxQuantity Name Quantity Price Currency UnitofMeasure Category Description81141804 CW2473806 500000 EQUIPMENT INSPECTION SERVICE 500000 75.00 USD EA EQUIPMENT INSPECTION SERVICE

20122835 CW2473806 500000 TRAVELING EQUIPMENT 500000 150.00 USD EA TRAVELING EQUIPMENT

20141200 CW2473806 500000 DESANDING EQUIPMENT 500000 150.00 USD EA DESANDING EQUIPMENT

31211903 CW2473806 500000 MASKING EQUIPMENT 500000 100.00 USD EA MASKING EQUIPMENT

105 CW2473806 500000 TRANSACTION FEE - 0 TO 500,004 500000 0.50 USD EA TRANSACTION FEE - 0 TO 500,004

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

SupplierOfferViewerApp• AccesstoTradeshiftappswillbemadeavailablewithinonebusinessday

ofaccountactivation

• Appscanbeaccessedviatheappsicononthetaskbar

7

SupplierOfferViewerapp:Thisappwillallowacompanytoviewthedetailsofitscontract(s)withUPS

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

SupplierOfferViewerApp– SelectingABuyer(UPS)• SelecttheSupplierOfferViewerapp

• SelectUPSOASISSUPPLYCORPORATION

8

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

SupplierOfferViewerApp– ViewingProductsandContractDetails• AfterselectingUPS,allproductswithacceptedcontractswillappear

• Selectanyproducttoviewitsdetails

9

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

SupplierOfferViewerApp– ViewingProductsandContractDetails• ContractID,SKU,andContractedPricearedetailsneededtocomplete

aninvoice

10

RemainingQuantity:ThisvaluewilldecreaseeachtimeaninvoiceisacceptedbyUPS

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

RequiredFieldsonInvoice• AddafieldforeitherPersonalReference(email)OR CostCenterin

orderfortheinvoicetoberoutedtotheappropriateapprover

• Thepersonalreferenceemailmusthaveadomainof@ups.com

11

JohnDoe@ups.com

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

RequiredFieldsonInvoiceForeachlineitem:

• EntertheItemID locatedinthecontractdetailsunderSKU intheSupplierOfferViewerapporprovidedintheExcelspreadsheet

• Enteranitemdescription andquantity; the quantityfield canonlycontainuptotwodecimalplaces

• EnterthePricePerUnit locatedinthecontractdetailsunderContractedPrice intheSupplierOfferViewerapporlistedintheExcelspreadsheet

• IftheTax%isn’tpre-populatedwith0%,selectUSNon-Taxable0%

12

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

HowtoDeleteanInvoiceLine

• Todeleteaninvoiceline,hoveroverthelineandselecttheX

13

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 14

MiscellaneousandTaxCharges

Note:AllchargesmusthavecorrectspellingandbeenteredinALLCAPS

EXCISETAX FUELTAX POLLUTANTTAX SMMTAX WASTEDISPOSALTAX

FREIGHT LUBRICATIONOILTAX PRIVILEGETAX STATENEWTIRETAX WATERQUALITYTAX

FREIGHTSURCHARGE MOTOROILTAX RECYCLINGTAX SURCHARGE

FUEL SURCHARGE OWNERSHIPTAX RENTALTAX TRANSACTIONALPRIVILEGETAX

• Miscellaneousandsometaxcharges,suchasfreight,canbeaddedtotheheaderlevelofaninvoiceasaheaderlevelcharge

• SelectAdddiscountorcharge

• UPS’sTradeshiftaccountisconfiguredtoacceptthefollowingtaxcharges;anytaxotherthanthesewillberejectedbacktothesupplier:

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 15

MiscellaneousandTaxCharges

• SelectthechargetypeCharge,thenenterthechargedescription

• Enterthechargeamountthenselectwhetherthechargeisapercentageoradollaramount

• Thechargewillappearundertheinvoicesubtotal

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

• Anychargesonthelinelevelwillfailthebusinessfirewallandwillberejected

16

MiscellaneousandTaxCharges

x

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved. 17

PaymentMethods• ThepaymentmethodsfieldisnotusedbyUPS andshouldbeignored

whenfillingouttheinvoice

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

AttachingDocuments• SupplierscanwritemessagestoUPSabouttheinvoiceinthemessagebox

• RequestForAppropriation(RFA)andWorkAuthorizationnumbersaretobeenteredinthemessagebox

• SelectChooseFiletouploadsupportingdocumentation

• IfthereareMiscellaneouslineitems,supportingdocumentationisrequired

18

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

RequiredFieldsonInvoice• SelectSetdeliveryaddressandentertheDeliveryAddress

information

• GLN isanoptionalfield

19

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

SendinganInvoice• Aninvoiceisvalidwhenitpassesthebusinessfirewallvalidationsand

2-waymatchvalidations

• SelectSend tosubmittheinvoice

20

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

BusinessFirewallErrors• Iftheinvoicedoesnotpassthebusinessfirewallvalidations,oneor

moreerrorswillappear

• Correcttheinvoiceandresubmit

21

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

2-WayMatchValidation• Onceaninvoiceissubmitted,itgoesthrougha2-waymatch- the

invoicedetailsarematchedtothecorrespondingcontract

• AninvoicecanonlybereceivedbyUPSifitpasses2-waymatchvalidation

22

Contract Validation Criteria Description

Accepted Contract For an invoice to be successfully delivered, the items associated with the contract must agree with the information provided in the Supplier Offer Viewer App

Line Price Invoice line price may not exceed the contract price

Line Currency The currency code on the invoice line must match the contractedcurrency

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

2-WayMatchValidationError- Notification• Ifaninvoicefails2-waymatch,anemailnotificationwillbesentand

theinvoicestatuswillbeupdatedtoFailed

• SelecttheViewInvoicebartoreviewandadjusttheinvoice

23

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

2-WayMatchValidationError– ReviewandCorrect• Reviewtheinvoiceandensurethatitmatchestheacceptedcontract

validationcriteria

24

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

ManagingSentInvoicesSentinvoiceswillbedisplayedandmanagedintheDocumentstab

• AninvoicethatpassescontractvalidationwillbedisplayedasSentstatusanddispatchedtoUPSforprocessingandpayment

• OnceUPSapprovesaninvoice,theinvoicewillhaveanAccepted status

• AninvoicethathasfailedcontractvalidationwillbedisplayedasFailed Delivery

• DONOTsubmitaninvoicemultipletimesorusethesameinvoicenumbermorethanonetime

25

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

ManagingSentInvoices- InvoiceStatus• SelectaninvoiceontheDocuments tabtoreviewcommentstoseeif

theinvoicehasbeenaccepted,paid,orrejected

26

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

ManagingSentInvoices- RejectedInvoices• IfUPSrejectsaninvoicebacktothesupplier,thesuppliermustrecreate

theinvoice

• SelecttherejectedinvoiceandselectUseasdraft

27

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

ManagingSentInvoices- RejectedInvoices• Thenewinvoicewillbeautomaticallyfilledwithsomeinformationfrom

therejectedinvoice

• Createanewinvoicenumber,re-enterthecontractnumber,andresolvetheissuesthatpreventedapproval

28

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

ManagingSentInvoices– InvoiceChanges

29

• Toadjustaninvoicethathasalreadybeensubmittedandisinacceptedstatus,pleasereachouttoUPSsupport at:support@ups.crmdesk.com

• Invoicescannotbedeleted;archivinganinvoiceremovestheinvoicefromtheuser’sdocumentslist,butdoesnotpreventtheinvoicefrombeingdispatched toUPS

Proprietary and Confidential: This presentation may not be used or disclosed to any person other than employees or customer, unless expressly authorized by UPS.

© 2015 United Parcel Service of America, Inc. UPS, the UPS brandmark, the color brown and photos are trademarks of United Parcel Service of America, Inc. All rights reserved.

SupportResources

30

Additional UPS Training Materials:

• Setting Up a Tradeshift Account• Invoicing Against a Purchase Order (PO)

• OfficialUPSSupplierWelcomePage- Reviewtraining,submitsupporttickets,viewannouncements,accessFAQs,andmore:https://ups.support.tradeshift.com/

• AllrequeststochangepaymentmethodmustbesubmitteddirectlytoUPSatsupport@ups.crmdesk.com

• Tradeshiftsupportforsystemrelatedquestions,pleaseemail:UPS.support@Tradeshift.com

• AdditionalsupportforUPS-specificquestions,pleaseemail:supplieronboarding@ups.com