Introduction

PROCESSIT Supplier Workbench is an add on module for collaboration between suppliers and buyers. Suppliers can view their invoices in the buyer's ERP system and submit invoices directly to the workflow process.

The PROCESSIT Supplier Workbench is a self-service portal hosted by the buyer made for both the buyer and the supplier to optimize the Buyer-Supplier interaction and relationship. The Supplier Workbench increases the financial productivity and supplier satisfaction by reducing the burden on both the supplier and the buyer.

The Supplier Workbench is designed to serve and provide status information on all related supplier invoices—paper, pdf, xml, edi, PO and GE invoices, that are within the buyers Oracle E-Business Suite system. This real-time overview of supplied invoices means that suppliers do not need to call or email the buyer with requests about the status of their supplier invoices.

Suppliers can create and submit invoices directly to the buyer by uploading an invoice image and entering basic information, thereby saving time and money for both the supplier and the buyer. The supplier has the ability to create a supplier invoice via a so called Purchase Order Flip. Suppliers can transform the buyers purchase orders into supplier invoices by using data that is taken directly from the buyer’s purchase orders.

Via the Purchase Order Flip, the supplier can then submit the "flipped" invoice back to the buyer – with data that is exactly similar to that of the original purchase order. This process eliminates errors, speeds time to approval from weeks to seconds and opens up the perfect automated Accounts Payable process for working capital management and early payment discount. The PROCESSIT Supplier Workbench gives suppliers insight into the approval status of all of their invoices. All suppliers who are connected to the buyer via the PROCESSIT Supplier Workbench can get invoices instantly to approved status by submitting "flipped" invoices.

PROCESSIT Supplier Workbench helps generate an automated Accounts Payable process:

• Eliminates a lot of errors and exceptions
• A PO flip raises a straight through processing percentage measure to 100%
• Establishes the most value relative to Early Payment Discount opportunity
• Ensures that the supplier is be paid on-time or early
• Suppliers can create invoices in seconds rather than re-typing purchase order data
• Self-Service inquiries
• Ease of adoption and use
• Reduced Accounts Payable process costs and increased productivity for buyers
• Lower invoice capture and entry costs
• Reduced time and costs associated with dispute resolution
• Reduced time and costs associated with updating supplier account information
• Enhances ROI of Accounts Payable process automation.
• Enhanced buyer-supplier communication improves flow and reduces cycle times
• Receive invoices immediately and eliminate paper transmission delays and errors
• Ensure timely resolution of discrepancies and avoid approval delays

Add-on module

PROCESSIT Supplier Workbench is an add-on module to PROCESSIT. Buyers must use the PROCESSIT solution to handle their incoming invoices for Oracle E-Business Suite in order to make the Supplier Workbench available to their suppliers. The PROCESSIT Supplier Workbench is installed separately from PROCESSIT.

Supplier Workbench Administration

Buyers handle the setup of the module – including defining passwords. Valid suppliers are gathered from the Oracle E-Business Suite, so suppliers using the Supplier Workbench must be created on the Oracle E-Business Suite. A supplier is given the password for their corresponding supplier and logs in via the PROCESSIT Supplier Workbench login window.

Buyer must configure suppliers

Supplier accounts are managed in the Supplier Workbench Admin. The buyer must specify which suppliers are active users of the Supplier Workbench and set the password for those suppliers.

Administration Access

The Supplier Workbench Admin can be accessed by PROCESSIT workflow administrators via this link: http://[insert_ip_here]:[PORT]/SupplierWorkbench/faces/Admin

Creating a supplier account

1. Log in to the Supplier Workbench Admin
2. Click Create.
3. Select the Supplier Id (Supplier must be valid in Oracle E-Business Suite).
4. Set the password for the supplier.
5. Click Save.

You can edit the password by selecting the supplier, editing the password and clicking Save. To delete a supplier account, select the supplier and click Delete.

PROCESSIT Supplier Workbench is an add on module for collaboration between suppliers and buyers. Suppliers can view their invoices in the buyer's ERP system and submit invoices directly to the workflow process.

Supplier Workbench Configuration

In order for the buyer to receive invoices submitted via the Upload Invoice feature in the Supplier Workbench, they must be using ReadSoft COLLECTOR. Please refer to standard ReadSoft documentation for COLLECTOR for details. Also, PROCESSIT mail settings must be correctly configured.

Mail setup

You must specify the configuration parameters in the mail settings category to receive invoice documents uploaded via Upload Invoice feature in Supplier Workbench. To set the mail settings:

1. Navigate to the Configuration Manager
2. Click Parameter Management.
3. Locate the mail setting configuration parameters for the appropriate organization(s). If none exist, create them.
4. Supply the correct mail server information.

Supplier use of the Supplier Workbench

Suppliers can view their submitted invoices, generate and submit new invoices, and view their open purchase orders. the full supplier instructions can be printed and sent to the supplier.