CBRE Global Corporate Services presents Welcome BNY Facility Services Suppliers to eInvoicing Training.

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Presentation transcript:

CBRE Global Corporate Services presents Welcome BNY Facility Services Suppliers to eInvoicing Training

2 © 2014 CBRE | CONFIDENTIAL & PROPRIETARY QUESTIONS DURING THE CALL Please mute your phones Please use the chat feature to type your questions during this presentation We will use designated Q&A Sessions to answer questions that you have typed into the chat feature If you have questions after the call please or contact your CBRE contact.

3 © 2014 CBRE | CONFIDENTIAL & PROPRIETARY INTRODUCTION Why Tradeshift? Free to our suppliers Provides transparency to our suppliers of the life cycle of an invoice from Purchase Order through Payment Global platform Intuitive tool with a social media feel Ability to integrate with Tradeshift to send invoices from supplier’s system to Tradeshift Web Portal that can be used by small to medium suppliers Ability to use this across our entire GCS client base

4 © 2014 CBRE | CONFIDENTIAL & PROPRIETARY KEY DATE July 1 st – Go-live Our Go-Live was July 1 st. We have continued to add suppliers to our list of suppliers and send out invitations to connect. You should be receiving Purchase Orders from your Facility Manager or CBRE contact. If you have not, please contact him / her directly.

R 54 G157 B 215 R 0 G114 B 176 R 123 G193 B 77 R 235 G18 B 89 R 43 G 43 B 43 R 161 G 161 B 161 Introduction to Tradeshift Network Growth

R 54 G157 B 215 R 0 G114 B 176 R 123 G193 B 77 R 235 G18 B 89 R 43 G 43 B 43 R 161 G 161 B 161 Agenda 1.Covering the basics 2.Benefits 3.The Tradeshift business model 4.Basic architecture of Tradeshift 5.Integration methods + supported formats 6.Scope of project + Business firewall 7.Account setup options 8.Things to consider 9.Support + more info

R 54 G157 B 215 R 0 G114 B 176 R 123 G193 B 77 R 235 G18 B 89 R 43 G 43 B 43 R 161 G 161 B 161 Invoice printing gets automated 1950 Electronic data interchange takes off among very large companies 1990 Scanning and OCR become a solution outside EDI, but still very error prone First internet trade portals appear with limited success 2002 Ariba, Basware and OB10 launch pure e-invoicing network 2007 Tradeshift founders launch world’s first free e-business network, 10 months later 25% of all Danish companies have joined 2008 Tradeshift founders works with the European commission to create cross-border standards for e-business in Europe 2010 Tradeshift is launched as the worlds first business cloud mixing financial transactions and social network functionality 2011 Tradeshift goes viral, becomes worlds fastest growing business network with more than 100,000 companies in 190 countries with 2,000 companies being added per week The quick history of business document exchange

R 54 G157 B 215 R 0 G114 B 176 R 123 G193 B 77 R 235 G18 B 89 R 43 G 43 B 43 R 161 G 161 B 161 What is e-invoicing? E-invoicing is the electronic exchange of formatted invoice data between a sender and receiver. The exchange is dependent on an integration between the IT systems of sender and receiver, or the use of a 3rd party platform to facilitate the exchange. with attachments, such as PDF, are not considered e-invoicing.

R 54 G157 B 215 R 0 G114 B 176 R 123 G193 B 77 R 235 G18 B 89 R 43 G 43 B 43 R 161 G 161 B 161 Benefits of e-invoicing via Tradeshift Get your invoices paid on-time Receive status updates on invoice progress Send invoices and credit notes for free Reduce likelihood of lost invoices Reduce likelihood of rejected or returned invoices due to missing data Promote a positive green agenda Save money by eliminating cost due to postage, envelopes, printing and paper if you currently use hard-copy invoices

R 54 G157 B 215 R 0 G114 B 176 R 123 G193 B 77 R 235 G18 B 89 R 43 G 43 B 43 R 161 G 161 B 161 The Tradeshift Business Model The Tradeshift business model builds on a unique value proposition that is fast gaining traction Tradeshift is a cloud-based business-to- business platform. There are no barriers to join, all companies can sign up and start sending business documents for free. Buyers and sellers can interact and collaborate in real-time. A rapidly growing eco-system of third party applications. Companies can extend business processes onto Tradeshift by installing or building their own apps.

R 54 G157 B 215 R 0 G114 B 176 R 123 G193 B 77 R 235 G18 B 89 R 43 G 43 B 43 R 161 G 161 B 161 Tradeshift is the world’s fastest growing business network, designed to support the exchange of trade documents Social networkProfessional networkBusiness network Connecting family and friends Storytelling through status update, mail and photo sharing Connecting professionals Personal business opportunities, searching for competences Connecting businesses Transmission of trade documents: Purchase orders and and invoices There are three main reasons that companies choose Tradeshift as its e-invoicing technology partner: 1 Free to send invoices 2 Simple and free integration options 3 A range of value added benefits and services

R 54 G157 B 215 R 0 G114 B 176 R 123 G193 B 77 R 235 G18 B 89 R 43 G 43 B 43 R 161 G 161 B 161 The Basic architecture of Tradeshift Sender account Receiver account Both parties must have accepted a mutual connection between the accounts 2 Users then decide for themselves how they want to interact with Tradeshift 3 Both the sender and receiver must have an account on Tradeshift 1 SUPPLIER BUYER

R 54 G157 B 215 R 0 G114 B 176 R 123 G193 B 77 R 235 G18 B 89 R 43 G 43 B 43 R 161 G 161 B 161 There are four basic options for interaction with Tradeshift Connectors for large ERP and online accounting systems 2 File transfer via FTP, SFTP, FTPS 3 Web interface (PO flip / manual invoice creation / document uploader) 1 Integrate with our API 4 SUPPLIER BUYER Sender account Receiver account WEB Connector File transfer API Large suppliers tend to use the file transfer or API

R 54 G157 B 215 R 0 G114 B 176 R 123 G193 B 77 R 235 G18 B 89 R 43 G 43 B 43 R 161 G 161 B 161 Document flow through Tradeshift Sender account Receiver account File Transfer/API API SUPPLIER BUYER A copy of the document is made automatically, and sent / stored in the receiver’s account 2 Both parties have their own document archive, stored for a minimum of 10 years 3 The document is sent / stored in the sender’s account 1 The receiver can retrieve their documents automatically. 4

R 54 G157 B 215 R 0 G114 B 176 R 123 G193 B 77 R 235 G18 B 89 R 43 G 43 B 43 R 161 G 161 B 161 Supported formats Tradeshift supports more than 20 document formats such as UBL, EDIFACT, BASDA XML, cXML, and IDOC PO’s only accepted in UBL To see the full list of supported formats go to:

R 54 G157 B 215 R 0 G114 B 176 R 123 G193 B 77 R 235 G18 B 89 R 43 G 43 B 43 R 161 G 161 B 161 CBRE has implemented validation rules to make sure your invoice contains the correct information for processing Network Growth

R 54 G157 B 215 R 0 G114 B 176 R 123 G193 B 77 R 235 G18 B 89 R 43 G 43 B 43 R 161 G 161 B 161 Document data quality and processing Business level data quality 100% BUSINESS FIREWALL 0% Validation rules pass NOT pass

R 54 G157 B 215 R 0 G114 B 176 R 123 G193 B 77 R 235 G18 B 89 R 43 G 43 B 43 R 161 G 161 B 161 CBRE has implemented validation rules on Tradeshift All Invoice TypeRule Description All invoices must contain an invoice number and invoice issue date PO Invoice Valid PO number: one on the header level / Iine number / UOM per PO Non-PO Invoice Valid CBRE Location ID: once on the header level Not available to BNY suppliers

R 54 G157 B 215 R 0 G114 B 176 R 123 G193 B 77 R 235 G18 B 89 R 43 G 43 B 43 R 161 G 161 B 161 Supplier LP + s contact + FAQs Supplier Landing Page Support and FAQs

R 54 G157 B 215 R 0 G114 B 176 R 123 G193 B 77 R 235 G18 B 89 R 43 G 43 B 43 R 161 G 161 B 161 Thank you! Network Growth