1. iSupplier Portal Supplier Training Webinar
Occidental Petroleum Corporation ■ iSupplier Supplier Training Webinar ■ 2014 ■ Venisha Henderson

2. iSupplier Portal Supplier Training Webinar Housekeeping
Please dial in to join the meeting
Dial In and Access Code # located on the invitation
Please put your phone on mute
There will be two (2) Q&A Sessions within the Webinar
Please hold all questions until Q&A Sessions
Submit questions through the questions window or click on the “raise your hand” icon.
We will begin shortly!
Good morning/afternoon, welcome to the iSupplier Portal Supplier Training Webinar. My name is _________ and I will be your webinar facilitator today.
Before we begin today, I would like to go over a few housekeeping rules:
If you have not already, please dial in to join the webinar. The number and access code are displayed on the screen
Once you have dialed in or if you are already dialed in, please put your phone on mute. This will prevent background noise and echoing.
There will be 2 Q & A sessions during the webinar:
I ask that you hold all questions until then
Submit your questions through the questions window or you have the option to “Raise your Hand” and I will un-mute your phone for you to ask your question
We are only allowed 3 minutes for each session, so all questions may not be answered. Please keep your questions specific to what has been covered in the webinar.
I will give everyone a couple of minutes to get dialed in and then we will begin shortly.

3. Welcome to the iSupplier Portal Supplier Training Webinar
Overview
Purchasing Document Types (GBPA/SPO)
Purchasing Document Line Types
Price Breaks
Portal Functionalities
How to access the iSupplier Portal (Webpage/ Notifications)
How to view and accept purchasing documents (GBPA/SPO)
How to create/submit SPO matched invoices
How to create/submit credit memos
How to view invoices and payments
Support
Supplier Webpage
Supplier Help Desk
Let’s Begin…
Again, welcome to the webinar. Today I am going to provide you with an overview of the purchasing documents you will utilize within the portal. I am also going to provide an overview of the PO Line Types that are within a purchasing document and when and how price breaks are used within certain PO Line types
I will then cover the functionalities that you can perform within the portal including:
How to access the iSupplier Portal
How to view and accept purchasing documents
How to create/submit supplier charges
How to view invoices and payments
How to create/submit Match to PO invoices (SPO)
As well as how to create/submit credit memos
I will then follow up with details on how to access our support webpage and provide HelpDesk contact information

4. Overview – Purchasing Document Types
Purchasing Document Types (GBPA/SPO)
Purchasing Document Line Types
Price Breaks
We will begin by covering Purchasing Document Types, Line Types and Price Breaks

5. Overview – Purchasing Document Types
Global Blanket Purchase Agreement (GBPA)
Standard Purchase Order (SPO)
The 2 Purchasing Document Types that will mainly be utilized in the portal are Global Blanket Purchase Agreements, which I will reference to as GBPA’s, and Standard Purchase Orders, which I will reference to as SPO’s

6. Global Blanket Purchase Agreement (GBPA)
Used to execute Statement of Commercial Terms of Master Agreements or stand alone contracts
Allow better managing of supplier price books
Oxy can create Standard Purchase Orders (SPO) against the GBPAs to request materials or services.
Supplier can then electronically submit matched to SPO invoices for those materials and services
If enabled, Supplier can also submit supplier charges against valid GBPAs to invoice materials and services requested by Oxy representatives
A GBPA is used to execute Statement of Commercial Terms of Master Agreements or stand alone contracts and better manage suppliers price books
Oxy can create SPO’s against the GBPAs to request materials or services.
The Supplier can then electronically submit Matched to PO invoices for those materials and services
If enabled, a Supplier can also submit supplier charges against valid GBPAs to invoice materials and services requested by Oxy representatives

7. Standard Purchase Agreement (SPO)
Used as a stand alone agreement for one-time purchases of materials or services when the description of the goods/services, pricing, quantities and delivery schedule are known.
Used to order against Global Blanket or Contract Purchasing Agreement. SPO lines may reference to the applicable GBPA or GCPA.
An SPO is used as a stand alone agreement for 1-time purchases of materials/services when the description of the goods/services, pricing, quantities and delivery schedule are known.
They are also used to order against GBPAs or Contract Purchasing Agreements. SPO lines may reference to the applicable GBPA/GCPA

8. Process Overview – Purchasing Document
Negotiate
Pricing
Purchasing
Document
Created
(GCPA/GBPA/SPO)
Supplier
Receives
Notification
(Via
and iSupplier Portal)
Purchasing
Document
SPO?
Acknowledgement
Required
Yes
The flow chart on the screen provides a high level look at how purchasing documents are created and executed in the portal.
It will begin with the negotiation of pricing between the supplier and Oxy’s Supply Chain. Then a Purchase document will be created. You as a supplier, will receive a notification via and through the iSupplier Portal. If the document is an SPO an acknowledgement is required before the agreement becomes active. If the document is not an SPO type, then NO acknowledgement is required for activation. No
Agreement
Active

9. Overview – PO Line Types
Goods – Material item description, UOM/Rate are populated in price book.
Services – Service item description, UOM/Rate are populated in price book.
Amount Based Services – Services items, total amount is known (lump sum), quantity field is used as the “amount field”. UOM is the currency and the rate is $1
Price on Demand – Unplanned services/material/other charges that are not specifically defined in the supplier’s price book
Now that I have provided you with an overview of purchasing documents, I will now provide you with an overview of what PO line types are and the different types of PO Lines
PO Line Types are line items in the supplier pricebook categorized as the following:
Goods & Services will both include an item description, UOM/Rate are populated in the price book
Amount Based Services line types are service items where the total amount is known by you as the supplier and the quantity field is used as the “amount field” so the UOM is the currency and the Rate is $1.
Price on Demand – Unplanned services/material/other charges that are not specifically defined in the supplier’s price book, but were ordered and are being billed

10. Overview – PO Lines Types (continued)
3rd Party – Services/Materials provided by a 3rd party(subcontractor). Not specifically defined in the price book
Reimbursable – Expenses to be reimbursed based on an expense report. Not specifically defined in the price book
Sales Tax – Sales tax
Tax Other – Taxes that are not sales tax i.e. well servicing tax
Freight – Transportation costs charged separately from material/services cost
3RD party line type will be used for services or materials provided by a 3rd party(subcontractor).
Reimbursable line type can be used when expenses are to be reimbursed based on an expense report
The Sales Tax line type is for any Sales tax included, if applicable
And the Tax Other line type will be available for any other Taxes that are not sales tax i.e. well servicing tax
The Freight line type is available to include transportation costs charged separately from material/services cost
It is possible that each pricebook may not include all line types. If the line type is not applicable to that pricebook, Supply Chain will not include it or make it available for the supplier to use when invoicing against that contact

11. Overview – Price Breaks
Price Breaks: Some PO Line items will contain Price Breaks. Price breaks occur whenever the GBPA contains complex pricing for the supplier charges submitted
Price breaks can be a Service, Goods or Price on Demand PO Line type
The price is determined by either the quantity and/or the date range
Price breaks are indicated by the missing rate in the rate field of the supplier’s pricebook
There will be some PO line items that will contain Price Breaks occurring whenever the GBPA contains complex pricing.
Price Breaks will be applied to service, goods or Price on Demand PO line types
The price is determined by either the quantity and/or the date range
You will be able to identify if the line type has a Price Break by the missing rate in the Rate field of the pricebook

12. Q & A Session
Please submit all questions through questions window or click on the “raise your hand” icon
Please limit questions to only the functionalities of iSupplier and not specific to your company
This now brings us to our first Q & A session of the webinar. Please submit all questions through either the questions window or click on the ‘Raise your Hand’ icon and I will un-mute your phone to allow you to ask your question or questions.
At this time, are there any questions?
**If after 30 seconds or so, no one ask a question, then end the Q & A session and remind everyone that there will be another Q & A session later in the webinar to ask any questions.**

13. iSupplier Portal Supplier Training Webinar
Functionality:
How to access the iSupplier Portal (Webpage/ Notifications)
Now let us transition to the functionalities that you are able to perform . To begin, I would like to first instruct how to access the iSupplier portal.

14. How to access the iSupplier Portal (Email notifications/ Webpage)
Supplier can access the iSupplier Portal via:
Webpage
Notifications
The iSupplier portal can be accessed via: Oxy Webpage or by Notifications.

15. How to access the iSupplier Portal via the webpage
Suppliers can access the iSupplier Supplier Webpage by going to or
To directly access the iSupplier Portal Login Screen, enter the following link in the address bar:
To access the portal through the Oxy webpage, you can go to Oxy.com or enter the link displayed at the bottom in the URL
**Point to or highlight the link at the bottom of the screen**

16. How to access the iSupplier Portal via the webpage (continued)
If you choose to access the portal through Oxy.com, from the Homepage, click on Our Businesses at the top of the screen. Next, scroll down to the center of the page and click on the link that says “Doing business With Us”.

17. How to access the iSupplier Portal via the webpage (continued)
This will direct you to the Supplier Webpage. To access the portal, click on the blue hyperlink “Here” next to iSupplier Portal Access and you will be taken to the iSupplier Login page. Enter your username and password. If you have forgotten your username or password, click on the blue hyperlink “Login Assistance” and follow the prompts.

18. How to access the iSupplier Portal via the email notification.
An Notification will inform the Supplier that they can review the Purchasing Document or may require that they electronically accept or reject the Purchasing Document within the portal
Action Required
No Action Required
Moving ahead to notifications of purchase documents. Any time there are purchase documents that require approval or that are now available to view in the portal, and notification will be sent to the supplier.
If approval is needed for a purchasing document, the supplier will receive an ‘action required’ notification ending with the statement, “Requires your acceptance”, such as the screen shot shown above.
But if only a review is needed, the supplier will receive a no action required notification stating that it’s “For Your Review” such as the screen shot shown at the bottom.

19. How to access the iSupplier Portal via the email notification.
For GBPAs a Review notification is sent the Supplier
This shown is a notification for a GBPA that is available in the portal for review. Again, notice that the Subject line will begins with “For Your Review”. To access the portal, click on the blue hyperlink that says iSupplier Portal

20. How to access the iSupplier Portal via the email notification (continued)
For SPOs, suppliers must accept the purchasing document and will receive an notification to take action
Now this shown is a notification for an SPO requiring acceptance by the supplier before it can become active. You can also see that the end of the Subject states “Requires your acceptance”. To access the portal by this type of notification you will also select the blue hyperlink that says iSupplier Portal

21. iSupplier Portal Supplier Training Webinar
Functionality:
How to view and accept purchasing documents (GBPA/SPO)
This leads me into my next demonstration on how to view and accept purchasing documents
For this demonstration, I am going to log into the portal

22. View Payments
Now we will continue to the view payments section. Staying in the Finance tab, I will move over to the View Payments hyperlink. This will direct you to a search screen again. At any point that you are directed to a search screen, you can populate any of the filters to search for specific invoices or payments or leave the filters blank and select ‘GO’ and the search results will appear below. The results include the Payment number that paid, the date it was paid from Oxy, the amount of the total payment and if it’s reconciled in the suppliers account or still pending. This field is great to review if you receive checks and they are processed by a 3rd party. It will also include invoice #’s that were paid on the payment made and the PO # it applied against if it included one. The results also have the ability to be exported in an Excel file, but if the payment includes multiple invoice #’s they will not be listed when exported. It will basically be a duplicate view of the results shown.
The first column will include the payment #. By selecting the blue payment number hyperlink, it will direct you to a more detailed view of the payment made including the invoice # or invoice numbers if multiple were included on the payment. You can also get to the detailed payment view by selecting the hyperlink under the Invoice column. If there is a number in that column, then only 1 invoice was on the payment, but if the column states Multiple, then selecting the hyperlink will provide the multiple invoice that were included on that payment. And selecting the hyperlink in the PO Number column will route you to more details of the PO or PO’s included on the payment.

23. View Payments Payment Details: PO Number Details:
The above screen shot is an example of the details you will receive when selecting either the payment or invoice hyperlink. This view can be exported into an Excel document if needed.
The below screen shot is an example of the details you will receive when selecting the PO Number hyperlink if it was available and can also be exported in and Excel document if needed.

24. Conclusion How to Access the iSupplier Portal
How to View and Accept Purchasing Documents
How to Create and Submit SPO Matched Invoices
How to Create and Submit Credit Memos
How to View Invoices and Payments
To conclude what has been demonstrated for you, I have covered how to access the portal, view and accept purchasing documents. How to create and submit supplier charges, match to PO and credit memos and also covered how to view invoices and payments.

25. Support Additional Support Supplier Webpage Supplier Help Desk
But before I conclude today’s section, I would like to provide you additional support that is also available for you including the Supplier webpage and the Supplier HelpDesk

26. Support
Supplier Webpage – (Direct link
iSupplier Portal access
iSupplier Portal User Guides
i.e. How to Submit Supplier Charges
Access to Supplier Help Desk - USA
Able to submit a web-form help ticket (Available 24 hours a day to receive requests)
the HelpDesk at
Frequently Asked Questions (FAQ’s)
FAQ- These are detailed answers to questions submitted by suppliers since we have launched the new system.

27. User Guide Links at the Supplier Webpage
Supplier User Guides
Transactions
Supplier Key Action
User Guide Links at the Supplier Webpage
Purchasing Document
View Purchasing Documents (Purchase Orders, Services Orders, Contracts, Master Services Agreements, etc.); and their price; electronically accept a Purchasing Documents.
Invoices and Payments
View/submit Supplier Charges/Field Ticket Invoices against Agreements.
Electronically
View Invoices and Payments.
Electronically submit invoices against Standard Purchase Orders.
Electronically submit credit memos. 
Here are just a few documents that you can access through the Supplier Webpage. Some of which were covered in today’s training. Just a reminder, you may contact the Supplier Help Desk at any time and request any of these documents.

28. Q & A Session
Please submit all questions through questions window or click on the “raise your hand” icon
Please limit questions to only the functionalities of iSupplier and not specific to your company
If question is not able to be asked or answered submit question to
Now that I have completed the demonstration portion of the webinar, this now brings us to our second Q & A session. At this time I would like to open the floor to questions. Please remember to keep your questions specific to what was covered in the webinar.
Any Questions.

29. Thank You for Joining Us