Users Manual POSPIA30 Promotion Process Group R Oh Mingyu A Joo Bongsoo I POSPIA30 Promotion Process Group Contents Login and Sourcing Bidding Transaction 2 Left blank intentionally ID: 759118
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Slide1
1
(Procurement) Supplier
User's Manual
POSPIA3.0 Promotion Process Group
R
Oh MingyuA Joo BongsooI POSPIA3.0 Promotion Process Group
Contents
Login and Sourcing
Bidding
Transaction
Slide22
- Left blank intentionally -
Revision history
Changed date
Version
Modified details
Author
Reviewer
Jul 01, 2013
1.0
First draft
Oh Mingyu
Cho Yugyeong
Slide3The e-Pro use right (certificate installation right) of the supplier in question will be given to the buyer in advance, and the temporary ID/password will be notified to the supplier. When the supplier logs in for the first time, the temporary ID and password should be entered on the initial screen before setting the regular ID and password for future use and modifying the basic information of the supplier. When the certificate is installed successfully, setup will be completed. Then, the user can log in with the installed certificate and access the business screen.
Initial screen inquiry
Temporary IDlogin
■ Overview
I. Login and Sourcing
■ Business process
ID/PW
setting
Certificate installation
Login
Slide4Menu navigation
Initial e-Pro Screen/Login
Before the supplier logs in, the buyer must grant a supplier installation certificate
and
notify temporary ID/PW to the supplier. (URL : http://www.steel-n.com:8080/P10/P10150/p101508150/p101508150.do?POS_LOCALE_INFO=en&event=getUrlInfo&pOrgId=295 )
Open the initial screen of steel-n.com. ( http://www.steel-n.com:8080/ )1. Don't select the "VeriSign Login" check box when logging in for the first time. Input the temporary ID/password to log in.2. When the ID and password are changed and the certificate is installed, select "VeriSign Login" check box when you log in.
Note
I. Login and Sourcing
① Initial screen
Slide5Menu navigation
Sourcing /
Supplier Information /View my info
When logged in first, the basic information change window (e.g., ID) will be openedautomatically. .(*) is a mandatory field.Modify the basic company information.2. Input the information on theperson in charge of supplier master. 3. Input a new ID.4. Input the password and confirm password. 5. Click the [Save] button to save The information when input is completed.
The ID can be changed once for the first time, whereas the password can be change frequently.More than 8 characters can be used as a password. More than three consecutive letters or numbers cannot be used.
Note
I. Login and Sourcing
2
3
4
1
5
① Initial screen
①
Modify
supplier
info
.
Slide6Menu navigation
Enrollment
Open the VeriSign
certification installation page. https://www.steel-n.com/client/userEnrollEPRe.htmInput the newly configured ID and password. 3. Click the [Submit] button.4. If the "Finished" message Appears, the certificate is installed successfully.
A certificate cannot be issued for the test system. Login without a certificate is allowed.As the effective period of a certificate is one year, it needs to be updated every year. Users can log into the test system without a certificate.
Note
I. Login and Sourcing
4
1
2
3
Slide7Menu navigation
Sourcing / Supplier Information /View my info
Once the certificate is installed, select the "VeriSign Login" check box before logging in.Click the "Log in" button after entering the changed ID/password. 2. Initial screen after log-in - News and Notice: Notice - e-Bidding: Recent 5 bids - Message Center : Unaccepted contract/order3 . Menu - Sourcing: Sourcing group inquiry - Bidding: Bid inquiry, making a bid, bid result inquiry - Transaction: View an agreement/order sheet Shipping registration(MRO) Invoice inquiry, etc.
Note
I. Login and Sourcing
① Initial screen before
login
② Initial screen after
log-in
1
2
Slide8Menu navigation
Sourcing -> Sourcing Group -> Purchase Items
S/G (Sourcing Group): A purchase unit that is set in consideration of the supply market,
characteristics
of articles, and convenience of the contract.
Select a sourcing group for each purchase item before making an inquiry.When the level 1 is selected, the sub-category S/G list can be retrieved from the level 2.Group purchasing means the item purchased by the main office collectively.Click the "Sourcing group name" to view the details.Click the [Item search] button on the detailed screen to inquire the item mapped to the selected category.
Note
① Click "Title name"
I. Login and Sourcing
Slide9The bidding price is registered at the bidding time by inquiring the bid information designated by the person in charge of purchase. The bidding price can be modified within the deadline. The buyer cannot retrieve the bidding price before the deadline. If any bidder proposed a target price when after the deadline, the bidder will win a bid. Otherwise, the next round will be processed or the second bid will be made after processing failure in bidding. For a bid for the facility, input the specification of the such bid before designating the bid supplier, and open the bidding.
■ Overview
Ⅱ. Bidding
■ Business process
ITB inquiry/Specification quotation registration(facility)
Bidding Information inquiry
Bidding
price input
Bidding result inquiry
Slide10Menu navigation
Bidding -> Bidding -> Bidding status
1. Input the search condition and click the [Search] button to inquire the bidding progress status of the supplier in question.
- Date: Click the Calendar button or input the date manually in a format of "yyyy-mm-dd".
2. Click the "Case name" of the inquiry result to open the "Bidding progress details" screen.
3. If a non-disclosure agreement is applicable to the bidding case in question, the non-disclosure agreement window will appear. Check the contents and select "Agree" and then, click the [Confirm] button to open the "Bidding progress details" screen.
- Once agreed, the window will not be called again for the bidding of the RFQ in question. - If not agreed, the next screen will not be opened.
Note
Ⅱ. Bidding
1
2
3
① Search
② Click "Title name"
Slide11Menu navigation
Bidding -> Bidding -> Bidding status
Check the details of the bidding in question, and click the [Prepare bid] button to open the "Bidding form" screen.
The bidding is allowed only when the bidding is opened as of now.
Check the time zone first before participating in the bidding.
Note
Ⅱ. Bidding
① Click "Title name"
Slide12Menu navigation
Bidding -> Bidding -> Bidding status
1. Read the notice about the bidding and select "Agree" and, click the [Confirm] button to open the "Bidding form" screen.
The "Notice about the bidding" will be called under the following circumstances.
- If the "Notice about the bidding" is not agreed, or - If the bidding time is not "NEGO", or - If the bidding was not won in the first round.2. The terms should be read before agreeing to it.
Note
Ⅱ. Bidding
① Prepare Bid
② Confirm
Slide13Menu navigation
Bidding -> Bidding -> Bidding status
1. Other buttons
- Interim saving: Temporary saving. This button appears if the bitting type is "REVE" or the bidding document confirmation status is not "Confirmed (Y)".
- Attach File: Attach the bidding-related file.
2. Detailed item display - Transportation bidding: Sequence, affiliated company, case name, weight, volume, bidding price, and minimum fare (if the transportation contract cost is set to be applied) - If the proportion type of the purchase bidding price is set: Sequence, item code, description, delivery date, quantity, unit, % (contract unit price and policy, if joint/group purchase is set). - Others: Sequence, item code, description, delivery date, volume, unit price (A quotation is not allowed, if it is "item by item" type.)
Note
Ⅱ. Bidding
1
Input and set the proportion of the purchase bidding price
Bidding condition change (quantity, delivery date) is allowed.
1
① Prepare Bid
② Confirm
Slide14Menu navigation
Bidding -> Bidding -> Bidding status
1. Input the bidding price. The input price will be multiplied by the quantity automatically.
- The unit price should be entered for all items.
- If the bidding type is "SEALED" and the bidding condition change (volume, delivery date) is not allowed and the previous bidding price exists when entering a unit price, the price is checked whether the it is entered less than 50%.
- If bidding condition change (quantity, delivery date) is allowed, the quantity and delivery date can be modified.
- If the proportion of the purchase bidding price is set, input the unit price as a percentage. - If the proportion of the purchase bidding price is not set, currency can be changed. If currency is changed, the unit price and total amount will be cleared.2. If the bidding is confirmed by clicking the [Finalize bidding] button, the "Agreeing not to trade with sanctioned suppliers" pop-up window will be opened for the MRO only and the agreement procedure is executed.
Note
Ⅱ. Bidding
1
2
① Prepare Bid
② Confirm
Slide15Menu navigation
Bidding -> Bidding -> Bidding status
Note
Ⅱ. Bidding
Slide16Menu navigation
Bidding -> Bidding -> Bidding status
Note
Ⅱ. Bidding
When the bidding is completed, the bidding result can be inquired.
The "Status" column shows the
progress
.
To check the details of the winning bid, click the "Title" column.
1
① Search
2
Slide17Menu navigation
Bidding -> Bidding -> Bidding status
Note
Ⅱ. Bidding
1. Inquire the bid result details. The winning bid of the bid winning company can be checked. If the bid is set not to provide the winning bid, the winning bid will be displayed for the bid winner only.
- Export: Downloads the bidding result as an Excel file.
①
Click “
Title
”
Slide18Menu navigation
Bidding -> Bidding -> Technical Spec. send
Note
Ⅱ. Bidding
- Send
Technical Spec( Only Equipment)
1. Inquires the specification quotation list of the supplier in question. There is no inquiry condition on the screen, and the list will be automatically displayed when the screen is opened. Click the "Case name" on the inquiry result to open the "Specification quotation details" screen.
① Click "Title"
Slide19Menu navigation
Bidding -> Bidding -> Technical Spec. send
Note
Ⅱ. Bidding
- Send
Technical
Spec( Only Equipment)
1. Click the [Attach technical spec] button to attach the specification quotation file for the RFQ in question. - The specification quotation file can be attached only when the quotation deadline is not due, and the the quotation specification is in preparation or the bidding is the target of specification quotation creation. - Export: Downloads the specification quotation details as an Excel file.
① Check Attached file
1
2
Slide20Menu navigation
Bidding -> Bidding -> Technical Spec. send
Note
Ⅱ. Bidding
- Send
Technical Spec( Only Equipment)
1. Click the [Send specification] button to send the quotation specification to POSCO. - Once sent successfully, the specification quotation file cannot be attached, and transmission processing cannot be made either.2. Check the result of specification quotation transmission result.
① Send specification
1
2
Slide21Menu navigation
Bidding -> Bidding -> ITB
ITB doesn't accept the specification quotation such as construction work and group purchase but provide the information on the bidding to the supplier, if the specification is explained to the supplier for the bidding.
Note
Ⅱ.
Bidding
- ITB
Slide22Inquires and accepts the contract document and order sheet created by ERP, and registers the shipping information at the time of delivery. If a slip is created, the invoice details and payment plan/result can be inquired. If the supplier made a consignment agreement, the real-time consignment inventory can be inquired.
Contract information inquiry
Contract acceptance
Shipping registration (MRO)
Invoice/Payment inquiry
■ Overview
Ⅲ. Transaction
■ Business process
Order
information
inquiry
Order acceptance
Slide23Menu navigation
① Long term contract
(BPA)
② Search
Transaction/Transaction/Long term contract(BPA)
BPA ( Blanket Purchase Agreement ) : Long term contract
1. Contract date (approval date of the BPA
)
The start and end date must be entered. The initial value is over the last one year.2. Input the contract number as a selection condition. If not available, all contract numbers will be inquired. 3. "PO No." is a contract number, which is an unique number for each contract.4. "Case name" is the description on contract details. 5. "Number of items" is the count of items corresponding to the contract. 6. "Amount" is the total amount set when signing an agreement. 7. "End date" is the completion date written on the agreement. 8. "Accepted date" is the date when the supplier checks and accepts the agreement. (If not accepted, leave it blank for each agreement change times.)
Note
Ⅲ. Transaction (Long term contract(BPA))
Slide24Menu navigation
Transaction/Transaction/Long term contract(BPA)
Slide25Menu navigation
Long term contract(BPA) / Long term Agreement
1. Press the [Accepted] button on the upper side.
2
Slide26Menu navigation
①
Long term contract(BPA)
② Long term Agreement
Transaction/ Transaction/ Long term contract(BPA) / Long term Agreement
4
.
If you c
lick
the [Yes] button on the "Agreement acceptance“ the "Successfully processed" message window will appear.
Note
1
OK
2
Ⅲ. Transaction
(
Long term contract(BPA))
Slide27Menu navigation
①
Long term contract(BPA)
② Search
③ Detail
Transaction/ Transaction/ Long term contract(BPA)
1. If the list is displayed after performing agreement
acceptance,
the
the acceptance completion date will be displayed on the "Accepted date" of the selected contract number. The date will also displayed on the "Contract accepted date", when displaying the detailed screen.
Note
Ⅲ. Transaction (Long term contract(BPA)
Slide28Menu navigation
① Spot contract
/BPA Order
② Search
Transaction/Transaction/Spot contract/BPA Order
1. The start and end date of the contract (the approval date of the
spot
contract
and long-term contract order approval) must be entered. Over last one year is the default value.2. Input the Order No. (contract number) as a selection condition.3. Order No is a unique identification number for each contract.4. The order number after the "-" of the Order No will be displayed only for a long-term contract.5. Order No will be displayed in a format of contract number + "-" + "order number" for both the spot contract and long-term contract.4. "Title" is the comment that explains the agreement details.5. "Number of items" is the count of items corresponding to the contract.6. "Order Amount" is the total amount of the item unit price that was set when signing an agreement. 7. "Date order Accepted" is the date when the supplier accepts the agreement after check.
Note
Ⅲ. Transaction (Spot contract/BPA Order)
Slide29Menu navigation
Transaction/Transaction/ Spot contract/BPA Order
1. The header detail information is
displayed
on
Slide30Menu navigation
Long term contract(BPA) / Spot contract/BPA Order/ BPA Order Agreement
1. Press the [Accepted] button on the upper side.
2
. When the "Agreement" pop-up window
appears,
click the [Confirm] button and read the entire terms. 3. Click the [Yes] button to open the agreement acceptance screen. 4. For the standard case that has no release, perform agreement acceptance like the long-term agreement described above.
Note
Ⅲ. Transaction (Spot contract/BPA Order)
① Spot contract/BPA Order
② Accepted
2
1
2
3
Slide31Menu navigation
① Invoice List
② Search
Transaction/Transaction/Invoice List
If "Error Flag" is "Y", ask the slip issuer and take proper actions.
1. "Created Date" is entered when registered. One year from today is the default value.
2. When "Invoice No" is clicked, the "Details" screen will be opened.
3. The last item "Error Flag" indicates where there was an error while creating an invoice. If it is "Y", the cause of the error will be displayed as a link in the pop-up window. 4. If the page number is clicked, 20 items in the selected page will be displayed.
Note
Ⅲ. Transaction (Invoice)
2
3
Slide32Menu navigation
Transaction/Transaction/Invoice List
1. The supplier can click "Invoice No" on the invoice
list
to
display the "Invoice details" information on this screen. 2. The detailed header information is displayed on the upper side, such as the Invoice No, Invoice Date, VAT amount, and Case name. The item information such as Item code, unit price, and Amount will be displayed at the bottom.3. "Reconciled amount" is the clearing amount that is paid to the supplier.
Note
Ⅲ. Transaction (Invoice)
① Invoice List
② Click "Case Name".
Slide33Menu navigation
Transaction/Transaction/ Payment plan / history
1. Click Transaction on first
page
.
2
. Click Invoice/Payment. 3. Click Payment Planning/History.4. Insert search terms (Query Category, Query Period) ☞ When Payment plan in the Query Category is selected, data inserted in the Query period will disappear.5. Clicking Search will display data matching search terms. 6. Clicking Invoice No will display detailed invoice information.
Note
Ⅲ. Transaction (Payment Plan/History)
① Payment plan / history
② Search
Slide34Menu navigation
Transaction/Transaction/ Payment plan / history
The detailed header
information
is displayed on the upper side, such as the Invoice No, InvoiceDate, VAT amount, and Case name. The item information such as Item code, unit price, and Amount will be displayed at the bottom. 2. "Reconciled amount" is the clearing amount that is paid to the supplier.3. Items are same with the invoice detail information.
Note
① Payment plan / history
② Click "Case Name".
Ⅲ.
Transaction (
Payment
Plan/History)
Slide35Menu navigation
Transaction/Transaction/Shipment
Select the start and end date of order delivery.
2. Select "Shipped or not" - Orders not yet shipped (
default)
or "Already shipped".3. "Order No" and "Shipment No" can be entered into the text box as search conditions. At this time, the shipment number will be displayed for the non-accepted case among "Already shipped" cases, as shown in the screen.4. If "Order No" is clicked, the "Details of Orders not yet shipped“ screen will be opened. 5. If the page number is clicked, 10 items in the selected page will be displayed.
Note
① Shipment
② Orders not yet shipped
③ Search
1
2
3
4
Ⅲ.
Transaction (Shipment
)
Slide36Menu navigation
① Shipment
② Click "Title"
Transaction/Transaction/Shipment
1. Input "Arrival Date" and then, input the shipped
quantity
after
checking the item to be shipped.
2. Click the [Send to Purchaser] button to send the shipping information to POSCO.3. Check normal processing on the "To be shipped/Already shipped" screen after 5 minutes.
Note
3
1
4
3
5
2
Ⅲ.
Transaction (Shipment
)
Slide37Menu navigation
① Shipment
②
Already shipped
Transaction/Transaction/Shipment
1. Select the start and end date of order
delivery.
From
one month after today to 2 years later is the default value. 2. Select "Shipped or not" - Orders not yet shipped (default) or "Already shipped". 3. "Order No" and "Shipment No" can be entered into the text box as search conditions. At this time, the shipment number will be displayed for the non-accepted case among "Already shipped" cases, as shown in the screen. 4. If "Order No" is clicked, the "Details of Orders not yet shipped“ screen will be opened.
Note
Ⅲ.
Transaction (Shipment
)
Slide38Menu navigation
① Shipment
② already shipped
Transaction/Transaction/Shipment
1. Click the [Delete] button on the upper
side.
Then
, the "Will you delete
it?“ confirmation message will appear. Click [OK] to delete. 2. Click the [Print] button on the upper side to display the "Delivery specification slip" screen.3. Click the material identification table (Attachment table A4-4) to print it out.
Note
Ⅲ.
Transaction (Shipment
)
Slide39Menu navigation
① Search
Transaction/Transaction/ Consignment stock
Slide40Menu navigation
① Search
Transaction/Transaction/ Consignment stock(Subinventory)
1. Select the contract number of the supplier from the
LOV.
Then
, the inventory information on the selected number will be displayed. All is default. 2. Sorted by PO No, Line No, Release No. The last column ("Stock Qty") refers to the stock quantity.3. If the page number is clicked, 10 items in the selected page will be displayed.
Note
Ⅲ.
Transaction (Consignment
stock
)
Slide41supplier
Grant to install certificates(e-Pro certificate management)
Check tempory ID/PW
Install Cerificates?
Register Supplier( MDM)
Input supplier informationAnd change ID/PW
Login as temporary ID/PW
e-Procurement
Inform ID/PW to supplier
( Temporary)
Input supplier information
And change ID/PW
Reference)
Grant Supplier as e-Procurement user
The buyer grants the right after inquiring the certificate installation status of the new supplier, and informs the temporary ID/password to the supplier in question.
The supplier logs in, using the temporary ID/password. Then, set the ID and password properly and install the certificate.
The supplier can change their ID only once.