services procurement overview january 2012. session purpose provide an overview of the professional...
TRANSCRIPT
Services Procurement Overview
January 2012
Session Purpose
• Provide an overview of the professional services procurement processes and the Services Procurement (“sPro”) system.
• Review changes being introduced with the upgrade:
– Supplier Portal
– Supplier Invoicing
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Step #1 Finalize SOW (Suppliers Point of View)
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5. Release Work Order
1. Finalize SOW
Release &PasswordE-Mails
Su
pp
lier
Nesu
tar
PO
CN
eu
sta
rA
PN
eu
sta
r P
rocu
rem
en
t
2. New Vendor
3. Complete New Vendor
Forms
4. Setup Vendor
Yes
Work Order Release Email
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Password Email
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Step #2: Record Transactions
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2. Review Transactions
5. Review Invoice
1. Enter Transactions
Serv
ice
Pro
vid
er
sP
ro
Tran
sacti
on
A
pp
rover
Su
pp
lier
Invoic
er
Su
pp
lier
Invoic
e
Ap
pro
ver
Pro
cu
re-
Men
t &
AP
7. Review Invoice
3. Approve
?
4. Create Invoice
No
Yes
6. Approve
?
No
Yes
8. Approve
?
No
Yes – Pay Vendor
Supplier Portal
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sPro Web Portal
sPro Web Portal– The new sPro Web Portal gives vendors access to sPro Training, required
forms, and FAQs
– http://www.neustar.biz/support/spro/welcome
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Supplier Invoicing
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Invoice Entry Overview
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Neustar uses a PeopleSoft application known as Services Procurement (“sPro”) to track contractor time, expenses, progress logs and invoice approved transaction
It is YOUR responsibility to:
• Accurately create your invoices in sPro based on approved timesheets, expense reports, and progress logs
• Review any rejected invoices, resolve the issues, and re-submit the invoice for approval
Supplier Invoicing
Current Process:• Neustar automatically creates invoices on Supplier’s behalf based on the
approved transactions (e.g. timesheets, expense reports and progress logs)
• Many suppliers have expressed concern that the current process does not allow them to control:
– How many invoices are created
– When invoices are created
– Which transactions are placed on which invoices
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Supplier Invoicing
New Process:
• Invoices will be generated by the supplier Invoice Manager.
• The new interface for creating invoices will now display a “Qualifying Transactions” section, with drill-back capability
* Invoice Manager – Person who is delegated by the company to create invoices in PS Services Procurement. All users with the Provider Contacts access have ability to generate invoices
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Vendor Creates Invoice
Vendor Internal Approval Process
Neustar Approves Invoice
Approvals
Step #1: Access to Services Procurement PS module
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You can access sPro one of two ways:
1. Through Supplier Portal http://www.neustar.biz/support/spro/welcome - click on the Create Invoices link.
2. Navigating to the URL directly at:
https://spro.neustar.biz/psp/spro/?cmd=login&errorCode=105&languageCd=ENG
Step #2: Log into sPro
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Enter your User Name and Password in the PeopleSoft login screen and click Sign In (not shown in the graphic below).
Enter your user id and password1
Press Sign In2
Step #3: Navigate to the Manage Invoice Page
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Note: If you clicked on the Create Invoice from our supplier portal, you do not need to do this step as you will be taken to the Create Invoice page automatically.
Click on Services Procurement
1
Click on Manage Invoices
2
Step #4a: Create new Invoice – Manage Invoice Screen
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Manage Invoice screen allows users to create new invoices Search existing invoices
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Step #4b: Create new Invoice – Selecting Business Unit
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After navigating to the Manage Invoice page, select your Business Unit from the List of Values and then click the ‘Add’ button
The Qualified Transactions section will show all transactions that are ready to be invoiced
1Business Unit:
Use the Magnifying Glass icon to search available Business Units, once selected, click ‘Add’ to continue
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2
Transactions ready for Invoicing:
This section will show all transactions that are either Approved/Ready to be invoiced or Pending Approval
The Business Unit listed here can be entered in the Add New Invoice section above
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Step #4c: Create new Invoice – Creating new Invoice
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Select Timesheets or Progress Logs
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Select what type of Invoice you are creating (Timesheets or Progress Logs)
Click ‘Save’ to continue
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Click Save to Continue
Step #4d: Create new Invoice – Creating new Invoice
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The Add Lines to Invoice screen will open. This will provide an overview of the invoice, as well as display any transactions that can be invoiced. 1
1
Select Lines
This section will show all transactions for the invoice type you selected (timesheet or progress logs)
Select lines for invoicing this can include both Timesheets (or Progress Logs) and Expenses
Then select ‘Add Selected Line(s)’
Step #4e: Create new Invoice– Adding lines to the Invoice
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1
Select Lines
You can select individual lines or select the Select/Deselect All option
Creating the Invoice.
Click Add Selected Lines to create the invoice
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Click ‘OK’ to continueThis will save the lines to an Invoice
Step #4f: Create new Invoice– Confirmation of Line selection
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Confirmation Required.
Click ‘OK’ to continue
-OR-
Click ‘Cancel” to return to the previous screen
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1
Review the estimated invoice totalWhen ready to submit, select the invoice(s) and click the ‘Submit’ buttonLines can also be deleted by selecting the line and clicking the ‘Delete’ button
Step #4g: Create new Invoice– Submitting the Invoice
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Estimated Invoice Total
This area displays a running total of the estimated totals of the lines. If new lines were added, the total would reflect the chances
Submitting the Invoice.
Select the lines to submit (or use the ‘Select/Deselect All’ option) and click ‘Submit’
Deleting Lines.
To delete a line, select the line and click the ‘Delete’ button
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Click ‘OK’ to continueThis will submit the Invoice
Step #4h: Create new Invoice– Confirm Submission
Confirmation Required.
Click ‘OK’ to continue
-OR-
Click ‘Cancel” to return to the previous screen
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Additional Questions?
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You can access additional training guides and a frequently asked questions list at http://www.neustar.biz/support/spro/welcome .