Exelon. Requirements. On-Line Help. Application Tools. Site Walk Through

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1 Welcome To the Web Commerce tutorial. This tutorial will explain some basic concepts and describe the procedures you will use to process your Contract Invoices via the Internet using our electronic commerce service powered by GXS. Requirements To use the Web Commerce service, you need access to the Internet and Microsoft Internet Explorer; the minimum version required is IE 7.0. You must have JavaScript and Cookies enabled. Please see the tutorials that reviews downloading and setting up Internet Explorer 6.0 before connecting to Web Commerce. You will be receiving notification from so you need to ensure that SPAM filters are set to allow this address. On-Line Help This tutorial is available to assist you to become familiar with the Web Commerce application. It is a complete walk through of the site, including screen shots and a description of all features and functionality. If you have any additional questions and wish to speak to a customer service representative please call E-Markets Support at From the main menu choose option 2 for Technical Support. Application Tools This application has been designed to allow you to create and transmit Contract Invoices to. Site Walk Through The first screen you will see after log is the menu, which provides you access either the Procurement application, or the Vendor Managed Inventory application or the Contract Invoice application. This tutorial is for the Contract Invoice application. The documents are sorted by business unit and by clicking on the appropriate business unit logo you will taken to the Create Invoice screen for that business unit. Invoices must be submitted to the respective business unit. In some cases an image is required to be attached to the contract invoice, in other it may be attached at your option. Also from the Create Invoice screen you will see that the Web Commerce application has been designed with navigational links and folder selections on the top and left sides of your screen. The icons

2 across the top include Return to the Summary Page, Update/View Your Contact Information, Contact Support, Tutorials and Logout. 1. Return to the Summary Page: this icon will return you to the summary page from anywhere in the application 2. Update/View Your Contact Information: Web Commerce allows you to view or update your contact information from anywhere in the application 3. Contact Support: if you require support the telephone number/ addresses are found here 4. Tutorials: this icon provides a link to 3 tutorials for your assistance: the Procurement/Invoice Tutorial is a complete walk through of the site including screen shots, the Vendor Managed Inventory Application and the Contract Invoice Application 5. Logout: click this icon if you wish to logout of the application The links down the left side of the screen show the Folders that are available. Folders 1. Invoice- The Invoice folder link will return the user to the Create Invoice screen. From here the user can either create a new invoice or import an invoice in the Web commerce format. 2. Saved- The Saved folder shows any Invoice that has been saved as incomplete, it will be held in this folder to be processed later. Invoices that require an attachment will also be saved here until the attachment is complete. 3. Sent-The Sent folder contains invoices that have been created and sent to 4. Errors-If any of the invoices are rejected by, they will appear in the Errors folder and an will be sent including a description of the error. The user will have the ability to update the invoice and resubmit. How to use the application 1. Open the URL in Internet Explorer. Enter in the Username and Password you were issued by at the time of registration in the appropriate spaces provided and click the Validate button.

3 2. Once you have clicked Validate the next screen that you will see shows a menu of the 3 applications available to you. By clicking the logo of the business unit that you deal with at in the far right column called Contract, the application will open to the Create Invoice screen for the contract invoices. 3. In the Web Commerce application, the documents will all flow through the various folders starting with the Invoice folder which is where the Contract Invoices are created. 4. To create an invoice, the first mandatory field is an invoice number. This must be unique and not more than 15 characters in length.

4 5. The Invoice Date will automatically default to today s date but can be updated to a date in the future by clicking on the calendar icon. 6. Click the arrow beside the Contract Number field to select the contract number you wish to invoice against. Once you select a contract number, a flag will be added to indicate if the image is optional or required. 7. To complete the invoice, enter the CPA (Contract Payment Authorization) Number (if provided by at the time of invoicing), otherwise proceed in entering the Description of the charge and the Amount and Tax (if required). *Note to enter a Credit Note enter a minus sign (-) in front of the dollar value. 8. The next step is to attach the image to the invoice. If the image is required, the text above the Attach Invoice Image will read: An attached invoice image is required and you will be unable to send the invoice without the attachment. 9. The option to send an attached image is available if you wish to include one. 10. Click the link named Browse beside the data entry field called Attach Invoice Image. You will be asked to select the file from your hard drive that you wish to attach to the invoice. 11. The file types that are accepted for attaching are DOC, RTF, TIF, JPEG, GIF, TXT and PDF

5 12. Once this information is complete, you can select: a. Add Line to add a line item to the invoice, then complete this process again to add additional lines if required b. Save as Incomplete to save the invoice without sending it to to return later by opening it from the Saved folder, c. Send to send the completed invoice to. 13. Once you Send the invoice, the screen will show the completed invoice and you can create another invoice or view documents in the other folders. 14. The Saved folder will contain both invoices that were Saved as Incomplete and invoices that require an attached image. Once you are ready to complete the invoice simple click on the Saved folder and select the invoice you wish to complete, and then follow the same steps as above. 15. The Sent folder will show all the invoices that have been completed and sent to. They can be viewed or printed from this screen. 16. To Print an invoice, click the selection box beside the invoice number and Print under Actions on the left side of the screen. The document will be paginated. 17. If any invoice is created but rejected by, the invoice will be moved to the Errors folder and an will be sent to the user. The will include a description of the error to allow the user to go into the Errors folder, select the invoice and correct it. Once corrected it can be resubmitted to for payment. 18. The Saved, Sent and Errors folders all provide a Quick Search feature that allows the user to enter an invoice number to quickly review an invoice. 19. From the Invoice Folder the user can Upload an Invoice (s). The invoice(s) must be in the csv format specified below. Once in the correct format the user can click on Upload Invoice and browse to identify where the file can be found.

6 20. Once the file has been selected, click Upload and the invoices will be loaded into the Web Commerce application and will show the results of the upload, invoice successfully uploaded. 21. The results log is available to be viewed or exported to a csv file by clicking Upload Invoice Log. Click the selection box to the left of the Date Loaded and click Export.

7 22. The next step is to attach the images. 23. If an image is not uploaded for any of the invoices that show in red that an image is required, the invoice will be moved to the Saved folder and the image will be have to be uploaded at a later date prior to the invoice being sent to. 24. Once all the images have been selected for uploading, click the Upload Images link and the invoices and images will be sent to.

8 Invoice Format The format that is required for an invoice to be imported into the application follows. The elements are delimited with a ~ and each record is followed by a carriage return/line feed. The file must end with an END record format. Record Format Field Min Length Max Length HEADER Invoice Number 1 15 Invoice Date MM/DD/YYYY Contract Number 8 8 Contract Release Number 0 5 Tax Amount 0 14 LINE CPA Number 0 8 Description 1 80 Line Amount 1 14 END Signals end of records 3 3 SAMPLE INVOICE: HEADER~ ~01/15/2013~489999~00099~44.85 LINE~93247~Grass Cutting Bryon Station~ END That s it You are now ready to use Web Commerce to do business.