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
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There will be two (2) Q&A Sessions within the Webinar
Please hold all questions until Q&A Sessions
Submit questions through Chat Window to be read/answered by the facilitator
3 minutes for each Q& A Session
Not all questions will be answered
We will begin shortly!

3. Welcome to the iSupplier Portal Supplier Training Webinar
Overview
Purchasing Document Types (GBPA, CPA, SPO)
Purchasing Document Line Types and Price Breaks
Demo – Transactions
How to access the iSupplier Portal ( notifications/ Webpage)
How to view and accept purchasing documents (GBPA/SPO)
How to submit supplier charges (Invoices/Field Tickets)
How to view invoices and payments
How to create SPO matched invoices
How to submit credit memos
Support
Supplier Webpage
Supplier Help Desk

4. Welcome to the iSupplier Portal Supplier Training Webinar
Overview
Purchasing Document Types (GBPA, CPA, SPO)
Purchasing Document Line Types and Price Breaks

5. Overview – Purchase Document Types
Global Contract Purchase Agreement (GCPA)
Global Blanket Purchase Agreement (GBPA)
Standard Purchase Order (SPO)

6. Global Blanket Purchase Agreement (GBPA)
Used to instrument Statements 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 electronically submit matched to SPO invoices for those materials and services
If enabled, Supplier could also submit Supplier Charges against the valid GBPAs to invoice materials and services requested by Oxy representatives.

7. Standard Purchase Agreement (SPO)
Used as 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.

8. Overview – PO Line Types
Goods – Material item description, UOM and rate are populated in price book. Rates can contain price breaks
Services – Service item description, UOM/Rate are populated in price book. Rates can contain price breaks
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

9. 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 charge separately from material/services cost

10. 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

11. 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 No
Agreement
Active

12. Q & A Session Please submit all questions through Chat Window
3 minutes for Q&A Session
Please limit questions to only the functionalities of iSupplier and not specific to your company
Not all questions will be answered due to limited time

13. Welcome to the iSupplier Portal Supplier Training Webinar
Demo – Transactions
How to access the iSupplier Portal ( notifications/ Webpage)

14. DEMO – How to access the iSupplier Portal (Email notifications/ Webpage)
Supplier can access the iSupplier Portal via:
Webpage
Notifications

15. DEMO – 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:

16. DEMO – How to access the iSupplier Portal via the webpage (continued)
Click on the Our Businesses tab at the top of the page

17. DEMO – How to access the iSupplier Portal via the webpage (continued)
Under the Our Business section – Oil and Gas, click on the Doing Business With Us hyperlink

18. DEMO – How to access the iSupplier Portal via the webpage (continued)
Under the Registered Suppliers section, click on the iSupplier Portal Access “here” hyperlink to access the iSupplier Portal

19. DEMO – How to access the iSupplier Portal via the webpage (continued)
Enter User Name and Password, then click on the Login button

20. DEMO – 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

21. DEMO – How to access the iSupplier Portal via the email notification.
For GBPAs a Review notification is sent the Supplier

22. DEMO – 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

23. DEMO – How to access the iSupplier Portal via the email notification (continued)
Enter User Name and Password, then click on the Login button

24. Welcome to the iSupplier Portal Supplier Training Webinar
Demo – Transactions
How to view and accept purchasing documents (GBPA/SPO)

25. DEMO – How to view and accept purchasing documents (GBPA/SPO)
View SPO/ GBPA Header section
Provides key document information
View SPO/ GBPA Lines information section
Provides the specific detailed data of the services and/or materials requested by Oxy
View Purchasing Document File section
Shows the original purchasing document
Shows scanned signed copy of purchasing document

26. Welcome to the iSupplier Portal Supplier Training Webinar
Demo – Transactions
How to submit supplier charges (Invoices/Field Tickets)

27. Process Overview – Supplier Charges (Applies to Executed Valid Contract that are already in place)
Supplier performs
work at site
Supplier Creates and
Submits Supplier
Charges (Field Ticket
or Invoice)
Link to GBPA Pricing
Oxy Confirms or
Rejects the Supplier
Charges
Notification sent
to Supplier
Of Supplier Charges
Confirmed
Supplier Charges
STATUS
Confirmed
Supplier Charges
STATUS
Rejected
Purchase Requisition
Automatically Created
Notification sent
to Supplier
Of Supplier Charges
Rejection
Purchase Order
Automatically Created
(linked to the GBPA)
Invoice Match
Supplier Corrects and
Re-submits the
Supplier Charges

28. Process Overview – Supplier Charges
Contains PO Line types from supplier price book
Supplier Charges Types: Field Ticket and Invoices
Field Tickets:
Submit if your field ticket is going to become the invoice, by confirming the field ticket, Oxy is approving the invoice
No additional support documentation is initially required
Can be submitted up to 14 days from delivering the services/materials
Invoices:
Submit if company internally generates invoices from field info
Field info signed by an Oxy Rep must be attached as support
Supplier Charges Statuses

29. Process Overview – Supplier Charges (Continued)
Mention that the POET coding is required, remit to address, work order number if applicable
Mention the upload template and that it’s available through the AP Help Desk

30. DEMO – How to create supplier charges
To create Supplier Charges, suppliers will use
Invoicing information provided by the Oxy Representative (Agreement Number, Business Unit, Project Number, etc.)
Who requested or supervised the delivering of services and/or materials
Materials and services receipt information detailing items and quantities to be invoiced (Attachment Required for Invoices Only)
Supplier invoice and/or field ticket number as applicable
Do not forget 6mos (Justification)
Mention that the POET coding is required, remit to address, work order number if applicable
Mention the upload template and that it’s available through the AP Help Desk

31. DEMO – Field Ticket vs. Invoice
Submit only 1 Field Ticket for invoicing
Submit Invoice supported by only 1 Field Ticket number
Submit Invoice supported by Multiple Field Tickets
To change Document Type, click on the drop down arrow select Field Ticket
In the Invoice # field, enter the Field Ticket number. This number will become the invoice number.
Single Field Ticket entries only with services performed within 14 days of submission.
Keep Document Type as Invoice
In the Invoice # field, enter the Invoice Number.
In the Field Ticket # field, enter the field ticket number to pre-populate the Field Ticket column in the lines section for all lines.
In the Invoice # field, enter the Invoice number and leave the Field Ticket # field blank to manually enter the applicable Field Ticket number for each line in the line section.
Alia to provide updated screen shot

32. Welcome to the iSupplier Portal Supplier Training Webinar
Demo – Transactions
How to view invoices and payments

33. DEMO – How to view invoices and payments
View Payments

34. DEMO – How to view invoices and payments
Alia to provide updated screenshot

35. DEMO – Supplier Charge Statuses

36. Welcome to the iSupplier Portal Supplier Training Webinar
Demo – Transactions
How to create SPO matched invoices

37. DEMO – How to create SPO matched invoices
Explain difference SPO vs Invoice

38. Welcome to the iSupplier Portal Supplier Training Webinar
Demo – Transactions
How to submit credit memos

39. Demo – Create and submit credit memo
Reasons to submit a credit memo
Overpayment
Billing Errors
Unused Material
Key points –
All required fields must be completed (denoted with *)
Not related to any contract or GBPA
Can be submitted at any time
Once submitted, cannot be modified
Attachments are optional

40. DEMO – Submit credit memo

41. Q & A Session Please submit all questions through Chat Window
3 minutes for Q&A Session
Please limit questions to only the functionalities of iSupplier and not specific to your company
Not all questions will be answered due to limited time

42. Conclusion Access the iSupplier Portal
View and accept purchasing documents
Create and submit supplier charges (Invoices/Field Tickets)
View supplier charge statuses, invoices and payments
Create and submit SPO matched invoices
Create and submit credit memos

43. Welcome to the iSupplier Portal Supplier Training Webinar
Support
Supplier Webpage
Supplier Help Desk

44. 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)
Dial Toll Free
Frequently Asked Questions (FAQ’s)
Provide link to help desk to submit web inquiry form
And toll free number

45. 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. 

46. Thank You for Joining Us
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