Memphis Light Gas and Water Division’s iSupplier …

1 Training guide Page i Memphis Light Gas and Water division s iSupplier user guide Scope: In order to conduct business with Memphis Light Gas and Water division , a user guide has been developed to outline steps for suppliers to utilize throughout the eProcurement system. The eProcurement system allows suppliers to have access to two (2) applications: iSupplier Portal Full Access and Sourcing Supplier. The training guide will cover how to engage with both applications. The iSupplier Portal Full Access application allows suppliers to access purchase order, shipment, receipt, invoice (for Purchasing area purchase orders only), and payment history. Additionally, it allows suppliers to manage their supplier record with pertinent business information, such as address and contact information.

2 The Sourcing Supplier application allows suppliers to respond to open requests for quotations and view the status of past request for quotation responses. Accessing the iSupplier Portal: In order to access the MLGW iSupplier Portal system, you must have an internet account and be logged on to the internet in order to access the iSupplier Portal Full Access or Sourcing Supplier. Note: Using Internet Explorer version 10 or newer is the minimum requirement. Logging into the Supplier portal There are two (2) log-in options: 1. Existing Supplier Registration (currently have an existing account assigned for the iSupplier Portal. Suppliers will have a log-in and password) A. Enter the following link into an open web browser in the address field: Enter your account log-in and password and select Login.

3 2. New Supplier Registration (currently do not have an existing account assigned for the iSupplier Portal.) A. Click the attached link to be directed to the registration web browser: New Supplier Registration. This link can also be found on the MLGW Procurement and Contracts Management website located at Complete the requested information to receive an account log-in and password. Training guide Page ii Special Note: The MLGW Bid Online Notification Service will continue to be available for suppliers to view uploaded RFQs. Suppliers must be registered to view RFQs. To respond to an RFQ, suppliers must be registered in the iSupplier Portal and request an invite via to be able to quote within the iSupplier Portal. Training guide Page iii Table of Contents iSupplier Setting Up Supplier Users.

4 1 PI-453 Registering Supplier Users .. 1 PI-454 Inviting Supplier Users .. 6 Viewing/Creating Request For Quote "RFQ" and Submitting Change Request .. 9 Viewing and Responding to a Request for Quotes "RFQ" .. 10 Submitting a Change Request .. 26 Viewing Invoice and Payment Information .. 29 Submitting Invoices .. 30 Viewing Payment Information .. 38 Managing Supplier Profile Management .. 42 Managing Address 42 Creating an Address Site .. 58 Adding Additional Contacts .. 62 Adding business Classifications .. 65 Adding Products and Services (NIGP Code) .. 68 Adding Banking Details .. 71 Training guide Page 1 iSupplier Portal iSupplier Portal Oracle Upon completion of this course, you will be able to: Set up Supplier Users Setting Up Supplier Users Setting Up Supplier Users Supplier Upon completion of this lesson, you will be able to: Register supplier users Invite supplier users PI-453 Registering Supplier Users Registering Supplier Users Training guide Page 2 Once the supplier company has been set up in Oracle, you can register supplier users for the supplier in the Oracle iSupplier Portal.

5 In this topic, you will register a supplier user . For technical help, please contact the MLGW Service Desk at 901-729-8416 or by email at Procedure The purpose of this topic is to show you how to register supplier users. In this topic, you will learn the following: 1. How to register supplier users. SIMULATION NAVIGATION: To exit the simulation, press the Esc key. If you want to go back a screen, click on Actions > Previous Step in the top right-hand corner of the text bubble. Step Action 1. Begin by navigating to the Register a Supplier user page. Click the Purchasing Super user link. 2. Scroll down the page. Click the scrollbar. Training guide Page 3 Step Action 3. Click the Register Supplier user link in the Supply Base: Supplier user Management: Supplier user Creation section.

6 4. Use the Register a Supplier user page to define new supplier user information and register the new user . Step Action 5. Click in the Supplier Name field. 6. Enter the desired information into the Supplier Name field. For this example, enter "Tyler's Time Share". 7. Click the desired Supplier Name link. For this example, click "Tyler's Time Share". 8. Click in the Email field. Training guide Page 4 Step Action 9. Enter the desired information into the Email field. For this example, enter 10. Tab to the Username field. Press [Tab]. 11. The email address will be the default Username. 12. Click in the Last Name field. 13. Enter the desired information into the Last Name field. For this example, enter "Moore". 14. Click in the First Name field. 15. Enter the desired information into the First Name field.

7 For this example, enter "Tyler". 16. Click in the Phone Area Code field. 17. Enter the desired information into the Phone Area Code field. For this example, enter "901". 18. Tab to the Phone Number field. Press [Tab]. 19. Enter the desired information into the Phone Number field. For this example, enter "555-1212". 20. Click in the Fax Area Code field. Training guide Page 5 Step Action 21. Enter the desired information into the Fax Area Code field. For this example, enter "901". 22. Tab to the Fax Number field. Press [Tab]. 23. Enter the desired information into the Fax Number field. For this example, enter "555-1213". 24. Click in the Note field. 25. Enter the desired information into the Note field. For this example, enter "Supplier W-9". 26. Click in the Job Title field.

8 27. Enter the desired information into the Job Title field. For this example, enter "CEO". 28. Enable the Certification Reminders option to allow for automatic reminders when user expiration dates are approaching. 29. Scroll down the page to define additional user options. Click the Vertical scrollbar. 30. Click the iSupplier Portal Full Access option. Training guide Page 6 Step Action 31. Click the Sourcing Supplier option. 32. Click the Vertical scrollbar. 33. After you click Register, you will receive a confirmation message. Click the Register button. 34. The confirmation message will indicate the if the supplier user was created successfully or if any errors were encountered. In this case, the supplier user was created successfully. 35. You have successfully completed the Registering Supplier Users topic.

9 For technical help, please contact the MLGW Service Desk at 901-729-8416 or by email at End of Procedure. PI-454 Inviting Supplier Users Inviting Supplier Users Buyers have the option to register supplier users for a supplier or invite the supplier user to complete the registration form. In this topic, you will invite a supplier user . For technical help, please contact the MLGW Service Desk at 901-729-8416 or by email at Procedure The purpose of this topic is to show you how to invite supplier users. In this topic, you will learn the following: 1. How to invite supplier users. SIMULATION NAVIGATION: To exit the simulation, press the Esc key. If you want to go back a screen, click on Actions > Previous Step in the top right-hand corner of the text bubble. Training guide Page 7 Step Action 1.

10 Begin by navigating to the Invite a Supplier user page. Click the Purchasing Super user link. 2. Scroll down the page. Click the scrollbar. 3. Click the Invite Supplier user link in the Supply Base: Supplier user Management: Supplier user Creation section. 4. Use the Invite a Supplier user page to invite a new supplier user to register. Training guide Page 8 Step Action 5. Click in the Supplier Name field. 6. Enter the desired information into the Supplier Name field. For this example, enter "cole classic car". 7. Tab to the Supplier Number field. Press [Tab]. 8. Notice the Supplier Number auto-populates based on the Supplier Name that was entered. 9. Click in the Email Address field. 10. Enter the desired information into the Email Address field for the supplier user you want to invite.