econtract authoring supplier training material. ‘supplier review’ process
TRANSCRIPT
eContract Authoring Supplier Training Material
‘Supplier Review’ Process
Supplier Review
Supplier will receive the following email notification from Caterpillar when the draft is ready for Supplier review– Click the link
Log In to eSourcing
Supplier Review
Supplier will be directed to the ‘Contract Documents’ tab– Click the ‘Name’ link to access the document
Supplier Review
A link to the document is located under ‘Version History’
Supplier Review
To edit the document, select ‘Actions’ and click “Check Out”
Enter ‘Comments’ as necessary and click “OK”
Supplier Review
Save the document to your Desktop and review / edit the document – Note: No one (including Caterpillar) can “Check Out” or edit the document while
the Supplier has it “Checked Out”
Supplier Review
If Supplier agrees to Caterpillar’s draft as is, go to ‘Actions’ and click “Check In” and note that Supplier agrees to that version (refer to screen shots below)
If Supplier makes edits, when Supplier is ready for Caterpillar to review the edits, go to ‘Actions’ and click “Check In”
Supplier Review
Attach the new version, add ‘Comments’ and click “Next”
IMPORTANT!!! Caterpillar will be notified / have access to the new version once Supplier clicks “OK”
Additional Information
(Supplier Side)
Supplier Review – Additional Information
Supplier will see their draft has been added as a new version Now, Supplier can Log Off of eSourcing, or To exit the Contract Document record and access other high level Master
Agreement information, click the breadcrumb trail link
Supplier Review – Additional Information
To review other high level information about the agreement, go to the ‘Summary’ tab
The information may change as the agreement is modified by the parties
Supplier Review – Additional Information
Caterpillar may load other types of attachments (this excludes drafts of the agreement / Contract Document) to the Attachments section– A number will appear on the Attachments button to indicate there are 1, 2, 3….
Attachments that have been uploaded– Click “Attachments” button to access the information
Supplier Review – Additional Information
Caterpillar may initiate a ‘Discussion’ with Supplier– Supplier will receive an email notification if a new message is posted
Similarly, Supplier may initiate a Discussion with Caterpillar – Select the “Discussions” tab
Supplier Review – Additional Information
Click the “General Discussions” link
Then, click “New Message”
Supplier Review – Additional Information
Complete the required fields* and add an Attachment (if applicable)– Click “Finish”
– IMPORTANT!!! Once Supplier clicks “Finish”, Caterpillar will receive a notification that a Discussion topic has been posted by Supplier
‘Supplier Signature’ Process
Supplier Signature
Supplier will receive the following email notification from Caterpillar when the document is ready for Supplier Signature– Click the link
Log In to eSourcing
Supplier Signature
Supplier will be directed to ‘Contract Documents’ tab– Click the ‘Name’ link to access the document
Supplier Signature
A link to the document is located under ‘Version History’
Supplier Signature
To edit the document, select ‘Actions’ and click “Check Out”
Enter ‘Comments’ as necessary and click “OK”
Supplier Signature
Save the document to your Desktop and review, print the full document, and sign– Note: No one (including Caterpillar) can “Check Out” or edit the document while
the Supplier has it “Checked Out”
– IMPORTANT!!!! Sign and scan the complete pdf document
Supplier Signature
When you are ready to return the signed/scanned copy to Caterpillar, go to ‘Actions’ and click “Check In”
– Attach the full scanned / signed version, add ‘Comments’ and click “Next”
– IMPORTANT!!! Caterpillar will be notified / have access to the signed version once Supplier clicks “OK”
Supplier Signature
Supplier will see their scanned / signed copy has been added as a new version
Executed Agreement
(Supplier Side)
Executed Agreement – Supplier Side
Supplier will receive an email notification once the agreement has been signed by Caterpillar– Click the link in the email
Supplier will Log In to eSourcing
Click the Name link of the contract on the Contract Documents tab
Access / download the fully executed agreement
Then, Log Off of eSourcing
Executed Agreement – Supplier Side