This section includes information to help you learn how to navigate and search in Oracle iSupplier Portal. After you learn the basic techniques, you will be able to search for transaction information, and respond accordingly.
This section includes the following topics:
Use the Oracle iSupplier Portal Page to navigate through the application. By default, when you access the Oracle iSupplier Portal application using the username and password provided to you, the Oracle iSupplier Portal Home page displays. You can click the Orders, Shipments, Planning, Finance, Product, Intelligence, and Admin.tabs to quickly access related task areas. Depending on your authorizations, the Admin and Intelligence tabs may not display
To view or work with a specific item, you can use the search facility to locate the specific Award Number, Shipment Number, Invoice Number, Payment Number, or a Modification Number.
The Quick Links section displays on the right and provides a high-level diagram of the procure-to-pay flow through the Oracle iSupplier Portal application. Click any link to go directly to the corresponding page. The quick links you can use are Forecast Schedules, IDVs, Awards, Purchase History, Modifications, Delivery Schedules, Overdue Receipts, Advance Shipment Notices, Receipts, Returns, On-Time Performance, Invoices, and Payments.
The Notifications region displays the most recent messages awaiting your review. To view the full list of all notifications, click the Full List button in this region.
Some notifications are view-only, while other notifications require action. To view your notifications, click the linked subject to open the Notification Details page. This page provides complete notification details, as well as the appropriate action button. On the Notification Details page you can request further information or assign the notification to another user.
If you select an action on the Notification Details page and click, you are returned to the Notifications Summary page.
On this page you can view all your notifications.
You can use the View menu to see
All your notifications
Information only (FYI) notifications
Notifications you have sent
Open notifications
Notifications requiring action by you (To Do Notifications)
To process a notification, select the notification and assign it to another user, or open and view/process it. Once you have processed the necessary notification you can:
Continue to respond to any additional notifications you have.
Continue working by clicking any of the tabs.
The Awards at a Glance region displays the five most recent awards. Click an award number to view the award details. Click the linked award number to view the award details. To view the full list of awards, click the Full List button in this region.
The Shipments at a Glance region displays displays recent shipments. Click a shipment number to view the shipment details. To view the full list of shipments, click the Full List button in this region.
The Modifications at a Glance region displays the most recent modifications. Click a modification number to view the modification details. To view the full list of modifications, click the Full List button in this region.
Home Page Links
The links at the top of the Home page provides the following information:
The following buttons display on the home page and all Oracle iSupplier Portal pages:
Home - Returns you to the main portal where you can select another responsibility or application.
Logout - logs you out of the application.
Preferences - Displays the Preferences page.
See Setting Up User Preferences for information on setting your user preferences.
Personalize - Use this button to personalize the page per your business requirements.
Diagnostics - Use this to set diagnostics levels.
Help - Accesses the help index page.
You can change your user settings or preferences at any time using the Preferences icon. You can change the following preferences:
General - You can select your language, territory, time zone, client character encoding (the character set that's used in your page display), and accessibility features (such as screen reader use).
Note: Date and time values are always displayed to you in the time zone you set in your user preferences, even if your buying company is in a different time zone.
Notification - You can select how you want to receive your notifications (for example, in HTML or plain text e-mail).
Formatting - You can define your date format and number format.
Password - You can reset or change your password. A valid password must be at least five, but no more than 30, characters. Passwords can be numeric, alphanumeric, or special characters.
To change your preferences
Click the Preferences icon.
On the Preferences page, enter your name in the Known As field.
Complete or update the required fields.
Click Apply to save your changes. Click Cancel to return to the system without making any changes.
Oracle iSupplier Portal provides extensive search criteria on all pages to help you retrieve information. Once you have your search results displayed, you can sort them by clicking any of the linked column headings.
When entering search values, you can use the percent sign (%) as a wildcard to search for generic items. For example, to search for all orders beginning with 27 and end in a 5 (such as 275, 2715, 27125) enter 27%5. To search for all orders, you can use the wildcard character % and search. The % wildcard character can be a substitute to any number of characters. Note the search logic attempts to find matches containing values in any position.
There are three types of search functions available to you.
The Quick Search feature is available to you from the Home page.
To use the Quick Search:
Select the search type from the Search menu. You can choose from Award Number, Shipment Number, Invoice Number, Payment Number, or Modification Number.
Enter a search value.
Click Go.
The Simple Search feature occurs on many pages and allows you so specify multiple search fields and enter criteria for each. You can use any or all of the fields available to you. The system displays only those results that match all the criteria you entered.
Advanced Search allows you to build complex search queries containing multiple search criteria. You can select which fields you wish to search on and enter search values for each. The fields you can search on depend on the item you search, for example, if you want to conduct an advanced search on Awards, you can use search criteria such as Document Number, Document Type, Document Sign Date, and Buyer.
You can use the default search fields that appear for that page's Advanced Search function, or apply additional search fields from the "Add Another" menu for the page.
Search operators enable you to specify the matching conditions for a search. Available search operators are:
is - Use this operator for an exact match.
is not - Use this operator to exclude a specific match.
contains - Use this operator to find a partial match.
starts with - Use this operator to find a partial match only at the beginning.
ends with - Use this operator to find a partial match that only ends with your criteria.
greater than - Use this operator to include results greater in value than a value specified.
less than - Use this operator to include results lower in value than a value specified.
after - Use this operator to include results with a date after the specified date.
before - Use this operator to include results with a date before the specified date.
Note that you can use the same search field twice to specify a search range, for example a Ship Date range. Also note that you can choose to require the results to match all search criteria (resulting in a more focused, narrower set of results) by selecting the option "Show table data when all conditions are met," or allow a match of any of the search criteria (resulting in a larger set of results) by selecting the option "Show table date when any condition is met."
To search for Awards:
You use the Views page to view details of All Awards, Awards to Acknowledge, and Awards Pending Supplier Change.
See: Viewing Awards
Click the Advanced Search button to conduct an advanced search for awards as follows:
Enter the Document Number.
Select the Document Type.
Select the Document Sign Date. Choose from Last 30 Days, Last 60 Days, Last Week, and Today.
Select the Buyer from the list.
Enter parameters and values to filter your results.
See: Advanced Search
Click Go. You can view the following details in the search results:
Document Number
Revision
Operating Unit
Document Type
Description
Document Sign Date
Buyer
Currency
Amount
Status
Acknowledge By
Attachments
See: Awards for more information on the actions you can perform.
Click the Document Number link in the search results to view details of the specific document.
Click the Rev link to see details of the revision.
Click the Buyer link in the search results to view details of the specific buyer.
Click the Attachments icon to see the attachments.
Click Change Multiple Documents to update multiple documents.
Click Export to export the search results to a Microsoft Excel spreadsheet.
To search for IDVs:
Enter the IDV Number.
Select Yes or No from the Global list.
Enter the Award Start Date.
Enter the Award End Date.
Enter the Issuing Office Address. This is optional if you use advanced search.
Enter an Effective Date. This is optional if you use advanced search.
Enter parameters and values to filter your results.
See: Advanced Search
Click Go. You can view the following details in the search results:
IDV Number
Revision
Global
Description
Buyer
Creation Date
Currency
Amount Agreed
Amount Released
Award Start Date
Award End Date
Status
Attachments
Upload Status
Issuing Office Address
Effective Date
Click the IDV Number link in the search results to view details of the specific IDV.
Click the Buyer link in the search results to view details of the specific buyer.
Click Export to export the search results to a Microsoft Excel spreadsheet.
To search for Modifications:
Enter the Modification Number.
Enter the Document Number.
Select a Buyer.
If you use advanced search, enter the Modification Effective Date.
You can also add further search criteria such as Modification Issuing Office, Modification Status, and Termination Indicator.
Enter parameters and values to filter your results.
See: Advanced Search
Click Go. You can view the following details in the search results:
Modification Number
Description
Document Type
Organization
Supplier
Supplier Site
Document Number
Modification Effective Date
Amount
Currency
Status
Buyer
Click the Modification Number link in the search results to view details of the specific modification.
Click the Document Number link in the search results to view details of the specific document.
Click Export to export the search results to a Microsoft Excel spreadsheet.
To search for Deliverables:
Enter the Deliverable Name.
Select the Status from the list. You can choose from Cancelled, Completed, Failed to Perform, Open, Rejected, and Submitted.
Enter the Due Date From.
Enter the Due Date To.
Select the Document Type. You can choose from IDV with Lines, IDV without Lines, Award, IDV with Lines Modification, IDV without Lines Modification, and Award Modification.
Click Go. You can view the following details in the search results:
Deliverable Name
Deliverable Type
Document Type
Document Number
Party Name
Contact
Due Date
Status
Alert
Update
Click the Deliverable Name link in the search results to view the details of the specific deliverable.
To search for Work Confirmations:
You use the Views page to view details of the Last 25 Work Confirmations, Draft Work Confirmations, Rejected Work Confirmations, or All Work Confirmations.
See: To view/update existing work confirmations in Using Work Confirmations
Click the Advanced Search button to conduct an advanced search for awards as follows:
Enter the Work Confirmation.
Enter the Request Date.
Enter the Award Number.
Enter the Period From Date.
Add additional search criteria such as Period To Date, as required.
Enter parameters and values to filter your results.
See: Advanced Search
Click Go. You can view the following details in the search results:
Work Confirmation
Request Date
Period From
Period To
Award Number
Currency
Awarded
Previous Requested
Previous Delivered
Current Requested
Current Delivered
Total Progress (%)
Status
Click the Work Confirmation link in the search results to view details of the specific work confirmation.
Click the Award Number link to see details of the specific award.
Click Export to export the search results to a Microsoft Excel spreadsheet.
To search for Procurement History:
Enter the Document Number.
Enter the Release Number. This is optional in advanced search.
Enter the Revision in the Rev field.
Select a Document Type from the list.
Enter the Creation Date. This is optional in advanced search.
Enter the Revised Date. This is optional in advanced search.
Select the Operating Unit from the list. This is optional in advanced search.
Enter parameters and values to filter your results.
See: Advanced Search
Click Go. You can view the following details in the search results:
Document Number
Revision
Operating Unit
Description
Buyer
Creation Date
Revised Date
Currency
Total
Ship-to-Location
Compare to Original Document
Compare to Previous Document
Show All Changes
Click the Document Number link in the search results to view the details of the specific document.
Click the Buyer link to see details of the Buyer.
Click the Ship-to-Location to view details of the location.
Click the Compare to Original Document icon to compare the current document with the original document.
Click the Compare to Previous Document icon to compare the current document with the previous version.
Click the Show All Changes icon to view all the changes.
Click Export to export the search results to a Microsoft Excel spreadsheet.
To search for Delivery Schedules:
Select the Organization from the list.
Enter the Award Number.
Select a Supplier Item from the list. This is optional in advanced search.
Enter the Item Description. This is optional in advanced search.
Select the Item Number from the list.
Select the Ship-To-Location from the list.
Enter the Promised Date. This is optional in advanced search.
Enter the Need-By-Date. This is optional in advanced search.
Enter parameters and values to filter your results.
See: Advanced Search
Click Go. You can view the following details in the search results:
Organization
Award Number
Supplier Item
Item Description
UOM
Quantity Awarded
Quantity Received
Ship-To-Location
Carrier
Item Number
Supplier Config ID
Supplier
Supplier Location
Promised Date
Need-By-Date
Click the Award Number link in the search results to view details of the specific award.
Click the Quantity Received link in the search results to view details of the receipt transactions.
Click the Ship-To-Location link in the search results to view details of the location.
Click the Supplier Location link in the search results to view details of the supplier's location.
Click Export to export the search results to a Microsoft Excel spreadsheet.
To search for Shipment Notices:
You use the View/Cancel Advance Shipment Notice page to view details of the Last 25 Shipment Notices or All Work Confirmations.
See: Viewing and Canceling Advance Shipment Notices and Advance Shipment Billing Notices
Click the Advanced Search button to conduct an advanced search for awards as follows:
Enter the Shipment Number.
Enter the PO Number.
Enter the Ship-To-Location.
Enter the Supplier Site.
Add additional search criteria such as Bill of Lading, Freight Carrier, Item, Packing Slip, Supplier Item, Supplier Site, View, or Waybill/Airbill Number, as required.
Enter parameters and values to filter your results.
See: Advanced Search
Click Go. You can view the following details in the search results:
Shipment Number
Shipment Date
Expected Receipt Date
Freight Carrier
Waybill/Airbill Number
Supplier Site
Invoice Number
Packing Slip
Processing Status Code
Cancellation Status
Click the Shipment Number link in the search results to view details of the specific shipment.
Click Export to export the search results to a Microsoft Excel spreadsheet.
To search for Shipment Schedules:
Enter the Schedule Number.
Enter a Revision.
Enter a Schedule Type.
Select the Forecast/Release Type from the list.
Enter the Horizon Schedule Start. This is optional in advanced search.
Enter the Horizon Schedule End. This is optional in advanced search.
Enter parameters and values to filter your results.
See: Advanced Search
Click Go. You can view the following details in the search results:
Schedule Number
Revision
Schedule Type
Forecast/Release Type
Schedule Horizon Start
Schedule Horizon End
Ship to Organization
Ship-To-Location
Status
Schedule Type
Supplier
Supplier Site
Supplier Organization ID
Click the Schedule Number link in the search results to view details of the specific schedule.
Click Export to export the search results to a Microsoft Excel spreadsheet.
To search for Receipts:
Enter the Receipt Number.
Enter the Award Number.
Enter the Release Number. This is optional in advanced search.
Enter the Shipment Number. This is optional in advanced search.
Enter the Shipped Date.
Select the Organization from the list.
Select the Item Number from the list. This is optional in advanced search.
Select the Supplier Item from the list. This is optional in advanced search.
Enter the Item Description. This is optional in advanced search.
Enter parameters and values to filter your results.
See: Advanced Search
Click Go. You can view the following details in the search results:
Receipt
Creation Date
Organization
Shipment
Shipped Date
Packing Slip
Containers
Waybill/Airbill
Freight Carrier
Bill of Lading
Award Number
Invoice
Attachments
Click the Receipt link in the search results to view details of the specific receipt.
Click the Award Number link in the search results to view details of the specific award.
Click the Invoice link in the search results to view details of the specific invoice.
Click the Attachments link in the search results to view details of the attachment.
Click Export to export the search results to a Microsoft Excel spreadsheet.
To search for Returns:
Select the Organization from the list.
Enter the Award Number.
Enter the Receipt Number.
Enter the Shipment Number.
Enter the Shipped Date. This is optional in advanced search.
Enter the RMA Number. This is optional in advanced search.
Select the Item from the list. This is optional in advanced search.
Select the Supplier Item from the list. This is optional in advanced search.
Enter the Item Description. This is optional in advanced search.
Enter parameters and values to filter your results.
See: Advanced Search
Click Go. You can view the following details in the search results:
Organization
Receipt Number
Award Number
Shipment Number
RMA Number
Receipt Creation Date
Item
Supplier Item
Item Description
UOM
Quantity Received
Quantity Returned
Return Date
Reason
Supplier Config ID
Click the Receipt Number link in the search results to view details of the specific receipt.
Click the Award Number link in the search results to view details of the specific award.
Click the Shipment Number link in the search results to view details of the specific shipment.
Click the RMA Number link in the search results to view details.
Click Export to export the search results to a Microsoft Excel spreadsheet.
To search for Overdue Receipts:
Select the Organization from the list.
Enter the Award Number.
Select the Item from the list.
Select the Supplier Item from the list.
Enter the Due Date. This is optional in advanced search.
Enter parameters and values to filter your results.
See: Advanced Search
Click Go. You can view the following details in the search results:
Organization
Award Number
Item
Supplier Item
Item Description
Due Date
UOM
Quantity Awarded
Quantity Received
Ship-To-Location
Carrier
Buyer
Supplier Config ID
Click the Award Number link in the search results to view details of the specific award.
Click the Ship-To-Location link in the search results to view details of the address.
Click the Buyer link in the search results to view details of the buyer.
Click Export to export the search results to a Microsoft Excel spreadsheet.
To search for On-Time Performance:
Select the Organization from the list.
Enter the Due Date.
Enter the Receipt Number. This is optional in advanced search.
Select the Supplier Item from the list. This is optional in advanced search.
Select the Delivery Status from the list. You can choose from Early, Late or On-Time. This is optional in advanced search.
Enter the Award Number.
Enter the Shipment Number.
Select the Item from the list. This is optional in advanced search.
Enter the Waybill/Airbill Number. This is optional in advanced search.
Enter parameters and values to filter your results.
See: Advanced Search
Click Go. You can view the following details in the search results:
Organization
Award Number
Due Date
Shipment Number
Receipt Number
Receipt Date
Item
Supplier Item
Description
UOM
Quantity Received
Waybill/Airbill Number
Carrier
Delivery Status
Configuration ID
Click the Receipt Number link in the search results to view details of the specific receipt.
Click Export to export the search results to a Microsoft Excel spreadsheet.
To search for Quality Shipments:
Enter the PO Number.
Enter the Shipment Number.
Select the Supplier Item from the list. This is optional in advanced search.
Select the Item from the list. This is optional in advanced search.
Enter parameters and values to filter your results.
See: Advanced Search
Click Go. You can view the following details in the search results:
PO Number
PO Line
Shipment Number
Supplier Item
Item
Item Revision
Description
UOM
Quantity Ordered
Quality Plans
Click the PO Number link in the search results to view details of the specific PO.
Click the Quality Plans link to view the quality plans.
Click Export to export the search results to a Microsoft Excel spreadsheet.
To search for Planning Schedule Summary:
Enter the Schedule Number.
Enter the Revision.
Select a Forecast/Release Type.
Enter a Schedule Horizon Start date.
Enter a Schedule Horizon End date. This is optional in advanced search.
Enter parameters and values to filter your results.
See: Advanced Search
Click Go. You can view the following details in the search results:
Schedule Number
Revision
Creation Date
Forecast/Release Type
Schedule Horizon Start
Schedule Horizon End
Ship-To Organization
Status
Schedule Type
Supplier
Supplier Site
Supplier Organization ID
Schedule Type
Summarized View
Click the Schedule Number link in the search results to view details of the specific schedule.
Click Revision to see the details of the revision.
Click Supplier to see details of the supplier.
Click Export to export the search results to a Microsoft Excel spreadsheet.
To search for Invoices:
Enter the Invoice Number.
Enter the Invoice Date From.
Select the Invoice Status. You can choose from Cancelled, In Negotiation, In Process, and Unsubmitted.
Enter the Purchase Order Number.
Enter the Invoice Amount. This is optional in advanced search.
Enter the Invoice Date To.
Enter the Currency.
Click Go. You can view the following details in the search results:
Invoice Number
Invoice Date
Invoice Currency Code
Invoice Amount
Purchase Order
Status
Withdraw
Cancel
Update
View Attachments
Click the Invoice Number link in the search results to view details of the specific invoice.
Click Purchase Order to see the details of the PO.
Click View Attachments icon to see details of the attachment.
Click Export to export the search results to a Microsoft Excel spreadsheet.
To search for Supplier Items:
Select the Supplier Item from the list.
Select the Item from the list.
Enter the Item Description.
Enter parameters and values to filter your results.
See: Advanced Search
Click Go. You can view the following details in the search results:
Organization
Supplier Item
Item
Item Description
UOM
Orders
Overdue
Receipt History
Defects
Returns
On-Time Performance
Inventory
VMI
Consigned Inventory
Click the Buyer link in the search results to view details of the specific buyer.
Click the relevant icons against Orders, Overdue, Receipt History, Defects, Returns, On-Time Performance, and Inventory to view specific details.
Click Export to export the search results to a Microsoft Excel spreadsheet.