memphis light gas and water division’s isupplier user · pdf filetraining guide page i...

Training Guide

Page i

Memphis Light Gas and Water Division’s

iSupplier User Guide

Scope:

In order to conduct business with Memphis Light Gas and Water Division, a user guide

has been developed to outline steps for suppliers to utilize throughout the eProcurement

system. The eProcurement system allows suppliers to have access to two (2) applications:

iSupplier Portal Full Access and Sourcing Supplier. The training guide will cover how

to engage with both applications.

The iSupplier Portal Full Access application allows suppliers to access purchase order,

shipment, receipt, invoice (for Purchasing area purchase orders only), and payment

history. Additionally, it allows suppliers to manage their supplier record with pertinent

business information, such as address and contact information.

The Sourcing Supplier application allows suppliers to respond to open requests for

quotations and view the status of past request for quotation responses.

Accessing the iSupplier Portal:

In order to access the MLGW iSupplier Portal system, you must have an internet account

and be logged on to the internet in order to access the iSupplier Portal Full Access or

Sourcing Supplier. Note: Using Internet Explorer version 10 or newer is the minimum

requirement.

Logging into the Supplier portal

There are two (2) log-in options:

1. Existing Supplier Registration (currently have an existing account assigned for the

iSupplier Portal. Suppliers will have a log-in and password)

A. Enter the following link into an open web browser in the address field:

https://suppliers.mlgw.org/. Enter your account log-in and password and

select Login. 2. New Supplier Registration (currently do not have an existing account assigned for the

iSupplier Portal.) A. Click the attached link to be directed to the registration web browser: New

Supplier Registration. This link can also be found on the MLGW Procurement

and Contracts Management website located at www.mlgw.com/bids.

Complete the requested information to receive an account log-in and

password.

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Special Note:

The MLGW Bid Online Notification Service will continue to be available for suppliers

to view uploaded RFQs. Suppliers must be registered to view RFQs.

To respond to an RFQ, suppliers must be registered in the iSupplier Portal and request an

invite via [email protected] to be able to quote within the iSupplier Portal.

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Table of Contents iSupplier Portal..............................................................................................................1

Setting Up Supplier Users ..................................................................................................... 1 PI-453 Registering Supplier Users .................................................................................................... 1 PI-454 Inviting Supplier Users .......................................................................................................... 6

Viewing/Creating Request For Quote "RFQ" and Submitting Change Request ............... 9 Viewing and Responding to a Request for Quotes "RFQ" ................................................................ 10 Submitting a Change Request ......................................................................................................... 26

Viewing Invoice and Payment Information ........................................................................ 29 Submitting Invoices ........................................................................................................................ 30 Viewing Payment Information ........................................................................................................ 38

Managing Supplier Profile Management ........................................................................... 42 Managing Address Book................................................................................................................. 42 Creating an Address Site ................................................................................................................. 58 Adding Additional Contacts ............................................................................................................ 62 Adding Business Classifications ..................................................................................................... 65 Adding Products and Services (NIGP Code) ................................................................................... 68 Adding Banking Details .................................................................................................................. 71

Training Guide

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iSupplier Portal

iSupplier Portal

Oracle iSupplier...

Upon completion of this course, you will be able to:

• Set up Supplier Users

Setting Up Supplier Users

Setting Up Supplier Users

Supplier users...

Upon completion of this lesson, you will be able to:

• Register supplier users

• Invite supplier users

PI-453 Registering Supplier Users

Registering Supplier Users

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Once the supplier company has been set up in Oracle, you can register supplier users for the supplier in the Oracle iSupplier Portal.

In this topic, you will register a supplier user.

For technical help, please contact the MLGW Service Desk at 901-729-8416 or by email at [email protected].

Procedure

The purpose of this topic is to show you how to register supplier users.

In this topic, you will learn the following: 1. How to register supplier users.

SIMULATION NAVIGATION: To exit the simulation, press the Esc key. If you want to go

back a screen, click on Actions > Previous Step in the top right-hand corner of the text bubble.

Step Action

1. Begin by navigating to the Register a Supplier User page.

Click the Purchasing Super User link.

2. Scroll down the page.

Click the scrollbar.

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Step Action

3. Click the Register Supplier User link in the Supply Base: Supplier User

Management: Supplier User Creation section.

4. Use the Register a Supplier User page to define new supplier user information and register the new user.

Step Action

5. Click in the Supplier Name field.

6. Enter the desired information into the Supplier Name field.

For this example, enter "Tyler's Time Share".

7. Click the desired Supplier Name link.

For this example, click "Tyler's Time Share".

8. Click in the Email field.

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Step Action

9. Enter the desired information into the Email field.

For this example, enter "[email protected]".

10. Tab to the Username field.

Press [Tab].

11. The email address will be the default Username.

12. Click in the Last Name field.

13. Enter the desired information into the Last Name field.

For this example, enter "Moore".

14. Click in the First Name field.

15. Enter the desired information into the First Name field.

For this example, enter "Tyler".

16. Click in the Phone Area Code field.

17. Enter the desired information into the Phone Area Code field.

For this example, enter "901".

18. Tab to the Phone Number field.

Press [Tab].

19. Enter the desired information into the Phone Number field.

For this example, enter "555-1212".

20. Click in the Fax Area Code field.

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Step Action

21. Enter the desired information into the Fax Area Code field.


22. Tab to the Fax Number field.

Press [Tab].

23. Enter the desired information into the Fax Number field.

For this example, enter "555-1213".

24. Click in the Note field.

25. Enter the desired information into the Note field.

For this example, enter "Supplier W-9".

26. Click in the Job Title field.

27. Enter the desired information into the Job Title field.

For this example, enter "CEO".

28. Enable the Certification Reminders option to allow for automatic reminders when user expiration dates are approaching.

29. Scroll down the page to define additional user options.

Click the Vertical scrollbar.

30. Click the iSupplier Portal Full Access option.

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Step Action

31. Click the Sourcing Supplier option.

32. Click the Vertical scrollbar.

33. After you click Register, you will receive a confirmation message.

Click the Register button.

34. The confirmation message will indicate the if the supplier user was created

successfully or if any errors were encountered. In this case, the supplier user was

created successfully.

35. You have successfully completed the Registering Supplier Users topic.

For technical help, please contact the MLGW Service Desk at 901-729-8416 or by

email at [email protected].

End of Procedure.

PI-454 Inviting Supplier Users

Inviting Supplier Users

Buyers have the option to register supplier users for a supplier or invite the supplier user to complete the registration form.

In this topic, you will invite a supplier user.


Procedure

The purpose of this topic is to show you how to invite supplier users.

In this topic, you will learn the following: 1. How to invite supplier users.



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Step Action

1. Begin by navigating to the Invite a Supplier User page.

Click the Purchasing Super User link.



3. Click the Invite Supplier User link in the Supply Base: Supplier User

Management: Supplier User Creation section.

4. Use the Invite a Supplier User page to invite a new supplier user to register.

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Step Action

5. Click in the Supplier Name field.

6. Enter the desired information into the Supplier Name field.

For this example, enter "cole classic car".

7. Tab to the Supplier Number field.

Press [Tab].

8. Notice the Supplier Number auto-populates based on the Supplier Name that was

entered.

9. Click in the Email Address field.

10. Enter the desired information into the Email Address field for the supplier user you

want to invite.


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Step Action

11. Click in the Note field.

12. Enter the desired information into the Note field.

For this example, enter "Supply a copy of your W-9".

13. Ensure the Collaborative Planning option is deselected.

14. After you click Invite, you will receive a confirmation message.

Click the Invite button.

15. The confirmation message will indicate the if the supplier user was invited

successfully or if any errors were encountered. In this case, the supplier user was invited successfully.

16. You have successfully completed the Inviting Supplier Users topic.


End of Procedure.

Viewing/Creating Request For Quote "RFQ" and Submitting Change Request

Viewing Order Information

Order information...


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• Submit a change request

Viewing and Responding to a Request for Quotes "RFQ"

Viewing Request for Quotes "RFQ"

Once a supplier receives an invitation to participate in the negotiation, they can submit a quote/bid for items listed in the Approved Product List (APL).

In this topic, you will view a RFQ and submit a quote/bid.


Procedure

The purpose of this topic is to show you how to view request for quotes "RFQ" and submit a quote/bid.

In this topic, you will learn the following: 1. How to view RFQs.

2. How to submit a quote/bid.



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Step Action

1. Begin by navigating to the Negotiations page.

Click the Sourcing Supplier link.

2. Click the Sourcing Home Page link.

3. Use the Negotiations page to view your negotiation responses and respond to RFQ

invitations.

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Step Action

4. Click the desired Negotiation Number link under Your Company's Open

Invitations section.

For this example, click "64001".

5. Review the Terms and Conditions then scroll down the page.


6. Click the I have read and accepted the terms and conditions option.

Note: Agreeing to the Terms and Conditions only pertains to using Oracle iSupplier

Portal application.

7. Click the Accept button.

8. Use the RFQ page to review the RFQ header details, line details, controls, and

contract terms.

9. The Header tab displays various information in regards to the overall bid.

10. Scroll down to view additional RFQ header details.


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Step Action

11. Scroll back to the top the page.


12. Click the Lines tab.

13. Click the desired Line link (blue colored) to view the line details.

For this example, click "TUBING 5/8"OD POLYETHYL...".

14. The approved products listed are the products MLGW has approved for purchase.

MLGW can only purchase what is listed as approved.

15. Click the Long Description link.

16. This is the long description of the item being requested to purchase.

Step Action

17. Click the Return to Line: 1 (RFQ 64001) link.

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Step Action

18. Click the Return to RFQ: 64001 link.

19. In order to provide a bid, you have to Acknowledge Participation first.

Click the Go button.

20. Click in the Note to Buyer field.

21. Enter the desired information into the Note to Buyer field.

For this example, enter "I will quote.".

22. Click the Apply button.

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Step Action

23. To create a quote, click on the Actions drop down menu and select "Create Quote".

Click the Actions list.

24. Click the Create Quote list item.

25. Click the Go button.

26. Use the Create Quote page to define header and line details for your quote.

27. Click the Quote Valid Until LOV button.

Step Action

28. The Quote Valid Until date must be later than the close date. If an invalid date is given, Oracle will prompt you to provide a correct date.

Click the Month list.

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Step Action

29. Click the desired Month list item.

For this example, click "November".

30. Click the desired Date link.


Step Action

31. Click in the Vendor Quote No. field.

32. Enter the desired information into the Vendor Quote No. field.

For this example, enter "MLGW #2 Pipe Bid".


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Step Action


For this example, enter "I can make delivery.".

35. Click the Save Draft button.


37. Click the desired Line link (blue colored) to see the line details.

For this example, click "TUBING 5/8"OD POL...".

38. MLGW can only purchase products that are listed on the Approved Products List

(APL). The list is found under MFG and Attachments.

39. Highlight and copy the APL product you are quoting.

Press the left mouse button and drag the mouse to select the desired text.

For this example, press the left mouse button and drag the mouse to select

"PERFORMANCE PIPE 1056745".

40. Release the mouse button.

41. Right-click the highlighted Text.

For this example, right-click "PERFORMANCE PIPE 1056745".

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Step Action

42. Click the Copy list item.

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Step Action

43. Click the Return to Previous Page link.

44. Click the Update button for the line that you just viewed.

45. Click in the Quote Price field.

46. Enter the desired information into the Quote Price field.

For this example, enter ".12".



For this example, enter "Quoting:".

49. Right-click in the Note to Buyer field.

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Step Action

50. Click the Paste list item.

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Step Action

51. Click the Add Attachment... button.

Step Action

52. Click in the Title field.

53. Enter the desired information into the Title field.

For this example, enter "Note to Buyer".

54. Click the Text option.

55. Click in the Text field.

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Step Action

56. Enter the desired information into the Text field.

For this example, enter "I can meet delivery date or sooner.".


Step Action


59. Click the Save Draft button.

60. Click the View RFQ button.

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Step Action

61. Scroll down to view additional RFQ Header details.


62. Scroll back to the top of the page.



64. Click the Controls tab.

65. Click the Contract Terms link.

66. Return to the Quote when you have finished reviewing the RFQ information.


67. Click the Continue button.

68. Oracle will provide a quote (bid) summary once a quote has been entered. You can print out the quote for your records.

Click the Printable View button.

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Step Action

69. Click the Open button.

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Step Action

70. Scroll down to view the entire RFQ quote details.


71. Continue scrolling down.










76. Click the Close button when you have finished reviewing your quote summary and return to Oracle.

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Step Action

77. Click the Validate button to ensure there are no errors on your quote.

78. Click the Submit button.

79. You will receive a confirmation message stating that your quote was submitted

successfully to MLGW.

Click the Return to Sourcing Home Page link to return to the Negotiations page.

80. You have successfully completed the Viewing Request for Quotes (RFQ) topic.



End of Procedure.

Submitting a Change Request

Submitting a Change Request

Oracle iSupplier enables you to make changes to purchase orders that still have an "Open" status.

In this topic, you will submit a change request for a PO.


Procedure

The purpose of this topic is to show you how to submit a change request.

In this topic, you will learn the following: 1. How to submit a change request.



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Step Action

1. Begin by navigating to the iSupplier Home page.

Click the iSupplier Portal Full Access link.

2. Use the iSupplier Home page to review and drill down to your notifications, purchase orders, and/or PO shipment information.

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Step Action

3. Click the desired PO Number link.


4. Use the Standard Purchase Order page to review general PO information, drill down to order details, or make change requests.

5. Ensure "Request Change" is selected as the Action.


6. Scroll down to view the PO Details section.


7. Double-click the current value in the Price field.

8. Press [Backspace].

9. Enter the desired information into the Price field.


10. Scroll to the right to view additional PO details.

Click the Horizontal scrollbar.

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Step Action

11. Click in the Reason field.

12. Enter the desired information into the Reason field.

For this example, enter "Quoted wrong price".


14. Click the Return to Purchase Order Summary link.

15. Use the Purchase Orders page to view, manage, and/or drill down to purchase

order details.

16. Click the PO Number link that you just made changes to.


17. Scroll down to view the PO Details section.


18. Click the Expand button to show additional PO line details.

19. Scroll down to view additional PO Details.


20. The changes you made are indicated with the green star.

21. Click the Return to Orders: Purchase Orders link to return to the Purchase Orders page.

22. You have successfully completed the Submitting a Change Request topic.



End of Procedure.

Viewing Invoice and Payment Information

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Viewing Invoice and Payment Information

Invoice and payment information...


• View payment information

Submitting Invoices

Submitting Invoices

Oracle iSupplier enables you to submit invoices for a PO or multiple POs. Use the Finance tab to create invoices or review previous invoices and payment information.

In this topic, you will submit an invoice for a PO.


Procedure

There are two separate processes to pay invoices:

1. The Contract Department requires all invoices be submitted to the end users managing the

contract for payment.

2. The Purchasing Department utilizes the iSupplier Portal to pay invoices.

The purpose of this topic is to show you how to submit invoices using the iSupplier Portal.

In this topic, you will learn the following: 1. How to submit invoices.



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Step Action




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Step Action

3. Click the Finance tab.

4. Use the Finance tab to create or view invoices or view invoice payment information.

5. Click the Go button next to Create Invoice to submit an invoice for payment.

6. Click in the Purchase Order Number field.

7. Enter the desired information into the Purchase Order Number field. This will be

the PO number to be paid on this invoice.



9. Click the desired Select option for the PO you want to invoice.

For this example, click the Select option for "7000171".

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Step Action

10. Click the Add to Invoice button.

11. Click the Next button.

Step Action

12. Click in the Invoice Number field.

13. Enter the desired information into the Invoice Number field.


14. Click in the Invoice Description field.

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Step Action

15. Enter the desired information into the Invoice Description field.

For this example, enter "Pick-up, 1Ton".

16. Click the Add... button.

Step Action

17. Click in the Title field.

18. Enter the desired information into the Title field.

For this example, enter "Invoice".

19. Click the Browse... button.

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Step Action

20. Scroll down the list.


21. Double-click the desired File list item.

For this example, double-click "INVOICE".

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Step Action


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Step Action

23. Scroll down to view additional the invoice details.



Step Action

25. Scroll down to view additional invoice tax details.



27. Scroll down to review all the invoice details before submitting.



29. Confirmation page will populate with a message stating the invoice has been

submitted for payment.

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Step Action



31. Click the Return to Invoices link when you have finished reviewing the invoice

submission details.

32. You have successfully completed the Submitting Invoices topic.



End of Procedure.

Viewing Payment Information

Viewing Payment Information

Oracle iSupplier enables you to view and drill down to purchase order payment information and invoice details.

In this topic, you will view payment information for a PO.


Procedure

The purpose of this topic is to show you how to view payment information for a PO.

In this topic, you will learn the following: 1. How to view payment information.

SIMULATION NAVIGATION: To exit the simulation, press the Esc key. If you want to go back a screen, click on Actions > Previous Step in the top right-hand corner of the text bubble.

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Step Action



2. Use the iSupplier Home page to review and drill down to your notifcations, purchase orders, and/or PO shipment information.

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Step Action

3. Click the desired PO Number link to see if a payment has been made against the

PO.


4. Use the Standard Purchase Order page to review general PO information and drill

down to order details.

5. Click the Actions list to view other functions.

6. Click the View Payments list item.


8. Use the Payments for Standard Purchase Order page to review summarized

payment information for the PO and drill down to payment details.

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Step Action

9. Click the desired Payment link. This is the payment number, i.e. check number.


10. Use the Payment page to review the payment details for the PO and/or drill down to invoice or PO details corresponding to the payment.

11. Click the desired Invoice link. This is the invoice number from the supplier to

MLGW.


12. Use the Standard Invoice page to review the invoice information corresponding to

the payment.

13. The Invoice Lines tab provides the description, quantity, price, PO number, line number, PO shipment number, buyer, and the receipt number.

14. Click the Scheduled Payments tab.

15. The Scheduled Payments tab provides the invoice due date, amount due, remaining balance, payment status, and method of payment.

16. Click the Hold Reasons tab.

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Step Action

17. If MLGW placed a hold on a PO, the reason would be stated under the Hold

Reasons tab.

18. Click the Return to Payment Details link to return to the Payment page.

19. Click the Return to View Payments link to return to the Payments for Standard Purchase Order page.

20. Click the Return to View Order Details link to return to the Standard Purchase Order page.

21. You have successfully completed the Viewing Payment Information topic.



End of Procedure.

Managing Supplier Profile Management

Managing Supplier Profile Management

Supplier profile management...


• Manage address book

Managing Address Book

Managing Address Book

Training Guide

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Use the iSupplier Portal to view, add, or update supplier business profile information such as address book, contacts, company classifications, etc.

In this topic, you will manage/update the address book.


Procedure

The purpose of this topic is to show you how to manage address books.

In this topic, you will learn the following: 1. How to manage address books.



Step Action




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Step Action

3. Click the Admin tab.

4. Use the Admin tab to manage supplier business profile information such as

addresses/locations, contacts, business classifications, products and services, banking information, and payment and invoicing options.

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Step Action

5. Click the Organization link.

6. Use the Organization page to define general supplier organization information.

7. Click the Address Book link.

8. Use the Address Book page to manage supplier addresses/locations.

Step Action

9. Click the Create button to add locations, addresses, branches, etc.

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Step Action

10. Click in the Address Name field.

11. The Address Name defines the name of the "City" in which the Purchasing Address or Payment Address corresponds.

Examples: If doing business with MLGW's Purchasing Department, an Address

Name will need to be entered. The Address Name in the example is Nashville.

Purchasing Address is the name of the city in which the business is physically

located. Payment Address is the name of the city in which "Payment" for goods/services

should be sent.

If the Address Name (Name of City) is different for the purchasing address or payment address, there should be an additional Address Name applied to the

record/account.

NOTE: If doing business with MLGW's Contract Department, the Address

Name will always be POR (Pay On Receipt). This enables faster payment of

invoices for contracts.

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Step Action

12. Click the Country list.

13. Scroll down the list.


14. Click the desired Country list item.

For this example, click "United States".

15. Click in the Address Line 1 field.

16. Enter the desired information into the Address Line 1 field.

For this example, enter "6785 Royalty Way".

17. Click in the City/Town/Locality field.

18. Enter the desired information into the City/Town/Locality field.

For this example, enter "Nashville".

19. Click in the Postal Code field.

20. Enter the desired information into the Postal Code field.


21. You can enter additional address information, phone numbers, and/or fax numbers if

desired.

Click the Save button.

22. Click the Contact Directory link.

23. Use the Contact Directory page to view and update existing supplier contact

information or create a new supplier contact.

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Step Action

24. Click the Create button to add a contact person.

25. All of the fields can be completed if desired.

Click in the First Name field.

26. Enter the desired information into the First Name field.

For this example, enter "Cole".


28. Enter the desired information into the Last Name field.

For this example, enter "Moore".

29. Click in the Contact Email field.

30. Enter the desired information into the Contact Email field.


31. Click the Save button.

32. Click the Business Classifications link.

33. Use the Business Classification page to define any applicable business classifications for the supplier. You should complete all certifications that apply.

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Step Action

34. Click the I certify that I have reviewed the classification below and they option

to allow Oracle to send an email to the company when certifications are about to expire.

35. Click the desired Classification option.

For this example, click the "Minority Owned" option.

36. Click the Minority Type list.

37. Click the desired Minority Type list item.

For this example, click "White Male".

38. Click in the Certificate Number field.

39. Enter the desired information into the Certificate Number field.


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Step Action

40. Tab to the Certifying Agency field.

Press [Tab].

41. Enter the desired information into the Certifying Agency field.

For this example, enter "mmbc".

42. Tab to the Expiration Date field.

Press [Tab].

43. Click the Expiration Date LOV button.

Step Action

44. Click the Year list.

45. Click the desired Year list item.


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Step Action



Step Action

47. Click the desired Classification option.

For this example, click the "Small Business" option.


49. Enter the desired information into the Certificate Number field.


50. Tab to the Certifying Agency field.

Press [Tab].

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Step Action

51. Enter the desired information into the Certifying Agency field.

For this example, enter "TN Government".

52. Tab to the Expiration Date field.

Press [Tab].

53. Click the Expiration Date LOV button.

Step Action

54. Click the Month list.

55. Click the desired Month list item.

For this example, click "June".

56. Click the Year list.

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Step Action

57. Click the desired Year list item.




Step Action


60. Click the Product & Services link.

61. Use the Products and Services page to define specific products and services that the supplier can supply.

62. Click the Add button.

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Step Action

63. You can search through the available product and services by using the navigation

links or you can use the search option to narrow your results.

64. Select the desired product and/or service option(s) and then click Apply to link them

to the supplier. For this training, you are not going to apply any products or services.

Click the Cancel button.

65. Click the Banking Details link.

66. Use the Banking Details page to define bank account information for the supplier.

67. Click the Create button.

68. The Create Bank Account page is where you, the supplier, will enter the banking

information. MLGW will demonstrate as far as it can, however, we don't have a

bank account number to use for this example. This is a real process and you can't enter erroneous accounts. You will not see any entry in the "Bank Account" section

of this page.

69. Click the Country list.

70. Click the More... list item.

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Step Action

71. Click the Go button to view all available countries to choose from.

72. Alternatively, you can narrow the results for the country by entering search criteria.

Click in the Search By field.

73. Enter the desired information into the Search By field.

For this example, enter "united".


75. Click the desired Quick Select button for the country you want to select.

For this example, click the Quick Select button for "United States".

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Step Action

76. Click the Existing Bank option.

77. Click in the Bank Name field.

78. Enter the desired information into the Bank Name field.

For this example, enter "first tenn".

79. The auto-complete feature will lookup the value as you type in the Bank Name

field. You may select the bank name from the list or Tab out of the field if their is

only one value to available.

Press [Tab].

80. Click the Existing Branch option.

81. Click in the Branch Name field.

82. Click the Search for Branch Name button.

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Step Action

83. Click the Go button to view all of the locations provided by "First Tennessee Bank".

84. Click the desired Quick Select button for the location of your bank.

For this example, click the Quick Select button for "Downtown".

85. The Bank Account section is where the supplier will enter their bank account information.

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Step Action



87. Click the Expand button for "Show Account Details".

88. Once you have filled out the banking details, you should click Save to save the page. For this training, you are not going to save the changes.

Click the Cancel button.

89. Click the Payment & Invoicing link.

90. Use the Payment Details page to define and manage supplier payment and

invoicing information and default options for each address.

91. You have successfully completed the Managing Address Book topic.



End of Procedure.

Creating an Address Site

Procedure

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Step Action

1. Click the iSupplier Portal Full Access link.

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Step Action


Step Action

3. Click the Address Book link.

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Step Action


5. All fields with the asterisk (*) are required fields.

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Step Action

6. Click in the Address Name field.

7. Enter the name of your site into the Address Name field.

For this example, enter "Site". A company may want to use the name of the city they reside in, i.e. Memphis, Nashville, New York etc ..... In this example, we are using

"Site" to cut down some of the confusion.

8. Click in the Address Line 1 field.

9. Enter your address into the Address Line 1 field.

For this example, enter "123 Main St.".

10. Click in the City/Town/Locality field.

11. Enter the site city into the City/Town/Locality field.

For this example, enter "Memphis".

12. Click in the Postal Code field.

13. Enter the site zip code into the Postal Code field.



15.

End of Procedure.

Adding Additional Contacts

Procedure

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Step Action


Training Guide

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Step Action


Step Action

3. Click the Contact Directory link.


5. All fields with the asterisk (*) are the required fields.

6. Click in the First Name field.

7. Enter the contact's first name into the First Name field.

For this example, enter "Tim".


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Step Action

9. Enter the contact's last name into the Last Name field.

Enter "Parker".


11.

End of Procedure.

Adding Business Classifications

Procedure

Step Action


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Step Action


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Step Action

3. Click the Business Classifications link.

Step Action

4. Click the certification option.

5. Click the Appliciable option.

6. Click the Minority Type list.

7. Click the Black African American Male list item.


9. Enter the certificate number of your certification into the Certificate Number field.

For this example, enter "AT555".

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Step Action

10. Click in the Certifying Agency field.

11. Enter the name of the certifying agency into the Certifying Agency field.

For this example, enter "NMSDC".

12. Click in the Expiration Date field.

13. Enter the certification expiration date into the Expiration Date field.

For this example, enter "31-OCT-2026".


15.

End of Procedure.

Adding Products and Services (NIGP Code)

Procedure

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Step Action


Step Action


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Step Action

3. Click the Product & Services link.

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Step Action

4. Click the Add button.

5. Click the Search for Specific Product & Service option.

6. Click in the Description field.

7. Enter the description of the product or service that you provide into

the Description field.

For this example, enter "FURNITURE".


9. Click the FURNITURE: OFFICE option.


11.

End of Procedure.

Adding Banking Details

Procedure

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Step Action


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Step Action


Step Action

3. Click the Banking Details link.

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Step Action


5. For this example, we are selecting a bank that already exists in the system. If your bank is not listed, you can add it here. Be sure to provide both bank and bank branch

information.

6. Click the Existing Bank option.

7. Click the Search for Bank Name button.

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Step Action


9. Click the Quick Select button.

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Step Action

10. Click the Existing Branch option.

11. Click the Search for Branch Name button.

Step Action


13. Click the Quick Select button.

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Step Action

14. Click in the Account Number field.

15. Enter a valid account number into the Account Number field.



17.

End of Procedure.

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