Saipem e-business Service e-purchasing Gift. Approver Manual

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Percival Robbins
5 years ago
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1 Saipem e-business Service e-purchasing Gift Approver Manual

2 Dear User, this manual explains the use the use of e-purchasing-gift service as Approver. We kindly suggest you take few minutes to read it in order to take full advantage of the Service. 2

3 Summary e-purchasing Gift Workflow... 4 Inbox and Approval Requests Management... 5 User Settings personalization... 8 Useful Informations Copyright & Trademark

Approve? SRM @ mail SI 3 Approve? SRM 1 step 2 step YES @ mail 4 Approve?

4 E-Purchasing Gift - Workflow Requisitioner e-business AM Approvers Supervisor e-business Supplier A B Request for credentials Send credentials Via Portal NO 1 SRM Shopping Basket Creation mail NO 2 Approve? mail SI 3 Approve? SRM 1 step 2 step mail 4 Approve? SRM 3 step 5 Send order mail 6 7 Receive order Order dispatched 8 NO Enter Confirmation 10 SRM 9 Approve? SRM YES 10 Goods Receipt Posting SRM 4 4

5 INBOX AND APPROVAL REQUESTS MANAGEMENT 5

pending Click on Apply Select the row of the document considered: Click Approve without opening the document or Reject.

6 Approval Request s Management Shopping Basket (1/4) To view and edit the Shopping Basket approval requests: Select the menu item: Work Overview Search the documents filling the search criteria: Show*: New and In Progress Work items this item shows all the tasks still pending Click on Apply Select the row of the document considered: Click Approve without opening the document or Reject. Select the link in the column Subject to open in Display mode the Shopping Basket and view the details Resubmit: enables the Approver to postpone the task 6

7 Approval Request s Management Shopping Basket (2/4) Once opened the Shopping Basket in approval mode, the approver can: View the all the agents involved in the approval process: Display/Edit Agents Display all the relevant information for the e-purchasing-gift Process (Executive Vice President that will approve the request, Supply Date) Download a PDF File of the shopping basket: Print Preview Display the details of each item in order to analyze the information inserted by the requisitioner: to that, select the item an then select Details 7

Approval Request s Management Shopping Basket (3/4) Once displayed the request, approver can decide which item approve or reject using the corresponding radio buttons Approve/Reject displayed next to

8 Approval Request s Management Shopping Basket (3/4) Once displayed the request, approver can decide which item approve or reject using the corresponding radio buttons Approve/Reject displayed next to the number of the item In the Text Box Approval Notes, approver can provide information about his decisions to the requistioner (in case of refusal) or to the next approvers To confirm his decision, approver has to select Submit To save the changes made to the approval request in order to edit the request in a second time, approver has to select Save To abort the operation, approver ha to select Close 8

9 Approval Request s Management Shopping Basket (4/4) After the submission of the decisions, the following scenarios need to be evaluated: a) If all items are marked as approved, the document approval flow will move on the next step b) If at least on item is marked as rejected, the whole document will be resubmitted to the requisitioner who can: Accept changes: in this case, the refused items will be removed from the Shopping Basket, and the document will continue the approval flow, moving to the next step Edit the shopping basket : in this case Requisitioner will edit shopping basket; once confirmed the Shopping Basket, the document will go through the entire approval flow, starting form the first step 9

10 USER SETTINGS PERSONALIZATION 10

11 SRM User Settings Personalization 1/4 Click on the menu item: Personalization SRM User Settings. It s possible to change some Approver s personal information by clicking the button Edit 11

12 SRM User Settings Personalization 2/4 It s possible to modify Approver s Personal Data: Name, Surname, Form of Address, Academic Title Tab User Account: it s possible to change address, Time zone, Language, Date Format, Decimal notation 12

SRM User Settings Personalization 3/4 Tab My Addresses: Select one of the addresses created, associate an address to the Shopping cart, view the details of an

automatically to all the created Shopping Cart (the requester can always change the address in each single item while creating the Shopping Cart) Create a new

13 SRM User Settings Personalization 3/4 Tab My Addresses: Select one of the addresses created, associate an address to the Shopping cart, view the details of an address selected by clicking on Details Define the default address by setting the bullet Standard Ship-to-address: this address will be associated automatically to all the created Shopping Cart (the requester can always change the address in each single item while creating the Shopping Cart) Create a new Address: click on the button Create and filling in the required fields Delete or copy the addresses previously added: select the address row and click on Delete or Copy 13

14 SRM User Settings Personalization 4/4 Once completed all the changes of Personal Settings is possible to Check and Save the information, clicking the Check and Save buttons 14

15 Useful Informations For Saipem E-Business Support Request, please open a ticket in ITSM Front Range : Or contact the Saipem E-Business Service Support at From Monday To Friday: AM PM (CET) & Sunday: AM PM (CET) For any clarification about the use of ITSM Front Range please see the tutorial in "TUTORIAL ITSM END USER SRM " folder or see self-training documentation. For problem with ITSM please contact ITSM.FRONTRANGE.SUPPORT@saipem.eni.it Other details are available on the Saipem E-Business Service Portal: e-business-area.saipem.com 15

16 Copyright & Trademark The contents of this manual is for informational purposes only and for private consultation. It may not be reproduced for commercial purposes. For Copyrights and Trademarks see the Service Portal. 16

Process Document Approvals. Date Modified Last Changed by Status. Approvals

Process Document Approvals. Date Modified Last Changed by Status. Approvals Process Document Date Modified Last Changed by Status 7/26/2011 1:54:00 PM System Office FINAL Allows approvers to take action on a requisition directly from an email notification containing a link to