Cortex Quick Reference Supplier Guide Service Receipt Rejections for Husky Suppliers

Transcription

1 Crtex Quick Reference Supplier Guide Service Receipt Rejectins fr Husky Suppliers Objective f the dcument The bjective f the dcument is t prvide a quick reference fr Husky suppliers t address the Cmmn Service Receipt rejectins receive thrugh Crtex and what steps can be taken t eliminate rejectins. If the Service Receipt was rejected, the riginal Service Receipt is returned t the Supplier, with all the infrmatin it cntained, except fr the attachment. The Supplier will need t: 1. Change the Service Receipt accrding t the rejectin reasn. 2. Reattach the attachment. 3. Resubmit it t Husky Energy Inc. PO vs. Service Receipt The Supplier must receive a PO in their Crtex Desktp Inbx t create a Service Receipt. If a PO has nt been sent by Husky Energy Inc., the Supplier shuld cntact the persn wh requested the wrk. If the Supplier has been sent a blanket PO, it is a gd practice t duble-check the validity date n the PO. If the validity end date has expired, the Service Receipt will be rejected. T avid the rejectin, cntact the persn n the expired PO and request a new r updated PO. Service PO vs. Material PO: Fr Service PO s, yu will need t submit bth a service receipt and invice. This is a tw-step prcess: First, submit yur service receipt. Once accepted, yu will receive an accepted acknwledgement which will allw yu t submit the assciated invice. Fr Material PO s, yu will receive a gds receipt acknwledgement n yur Crtex accunt. That will enable yu t submit the final invice. Cmmn Service Receipt Rejectins Belw are sme f the cmmn rt causes that Husky Energy Inc. has been getting frm Suppliers fr their Service Receipt submissins. 1. Keying Errrs. Wrng Cst Object used. Fr example, if the ticket has CC this means Cst Center. If any ther Cst Object type is selected, the Service Receipt will be rejected. Cst Object was written n the ticket crrectly, but was input int the Crtex Desktp system incrrectly and causing an errr, i.e. Numbers r letters were missed, transpsed etc. If yu are unsure f the cding cntact the Husky representative wh placed the rder t verify the cst bject prvided. Crtex Quick Reference Supplier Guide Service Receipt Rejectins fr Husky Suppliers Page 1 f 5

2 Crtex Quick Reference Supplier Guide Service Receipt Rejectins fr Husky Suppliers When a Service Entry Sheet is rejected due t Cst Object errr, yu will see messages such as: WORK ORDER NUMBER XXXXXXXX IS INCORRECT COST CENTER NUMBER IS INCORRECT AFE NUMBER US IS INCORRECT Belw is the Husky structure fr Cst bjects. When entering a cst bject ensure yu are fllwing the frmatting belw. COST OBJECT Cst Center (Sunrise nly) Cst Centre (all ther areas except Sunrise) AFE/WBS AFE Other up t 24 characters Wrk Order (Dwnstream/Retail) Wrk Order - Other up t 12 digits(all ther areas) Netwrk Order Netwrk Activity Frmatting fr Cst Objects Wrk rder, Cst Centre, AFE, Netwrk rder 1 alpha(z) + 6 digits(number) Any number up t 10 Digits 9 alphanumeric characters 1 alpha (R) + 7 digits(numbers) Can be any number up t 12 digits. Typically 4-8(numbers) 8 Digits (numbers) 4 digits(numbers) Z _ CP - _- Crprate MS - _- Midstream RP - _- Refined Prducts MP - _- Majr Prjects IT - _- - IT US- - _ R _ Wrk can start with 80 r 81 and sme can start with 6 7 _ 0 _ Sunrise Cst Centers start with Z and are 7 Characters Other areas Number f characters will depend n the length f the prject Dwnstream Retail Marketing Netwrk shuld always be cded tgether with the 4 digit Activity Number 2. Wrng Apprver Cde Always use the Husky Apprver Cde as it appears n the PO i.e. 2ZXXXX. If the Service Receipt is t be apprved by a Field Apprver, enter a valid address. Use what is prvided by the Husky Rep at signing r cding. Crtex Quick Reference Supplier Guide Service Receipt Rejectins fr Husky Suppliers Page 2 f 5

3 Crtex Quick Reference Supplier Guide Service Receipt Rejectins fr Husky Suppliers 3. Incrrect PO Suppliers need t ensure the crrect PO is being used. Check the PO Validity dates t ensure the jb dates are in range, if nt, cntact yur Husky Rep. Referring the wrng PO culd cause rejectins r delays in apprval. 4. Duplicate Service Receipt/Invice Numbers If yu submit a service receipt r invice with the same invice number used in the past (and was previusly accepted), it will be rejected by Husky as a duplicate. The number must be unique. 5. N Negative Values Yur dcument must cntain psitive values nly. If yu need t credit Husky, please see prcess belw fr submitting a credit invice fr a service receipt: Husky credit invices shuld be in PDF frmat and cntain the fllwing infrmatin: Original invice number Original purchase rder number Cst bject (i.e. cst center, AFE r wrk rder) Name f Husky representative Yu may submit a credit invice thrugh Crtex. But if yu are unable t, please send a credit nte t credit.invices@huskyenergy.cm. 6. Rate Validatin Rejectins Rate validated purchase rders require yu t use the rate validatin schedule when submitting service receipts t matches that f the cntract. Examples f cmmn rejectin messages fr rate validatin items: FIELD TICKET LINE CANNOT BE FOUND ON OUTLINE AGREEMENT FIELD TICKET LINE PRICE/UNIT DAY Service Picker and trailer: nt limit amunting t $$$ fr unplanned service exists Wh t Cntact fr Assistance? If yu have a questin pertaining t Husky infrmatin, rejectin messages, invice apprvals, please cntact Vendr.Relatins@huskyenergy.cm r If it pertains t yur Crtex accunt r is a request fr varius Crtex reprts, please cntact supprt@crtex.net r , ptin 1. Crtex Quick Reference Supplier Guide Service Receipt Rejectins fr Husky Suppliers Page 3 f 5

4 Crtex Quick Reference Supplier Guide Service Receipt Rejectins fr Husky Suppliers Crtex training vides and dcuments that can be accessed at: Appendix Husky Energy Inc. has three types f PO's nted belw: Services POs (PO-S) can be used fr bth services and/r materials. Fr example, a PO-S fr materials is used if suppliers are prviding items that require cnstant replacement r refill, but the final quantity is nt knwn. If the PO type is PO-S, always fllw the Services Wrkflw (even if materials are being rdered). Material POs (PO-M): fr equipment r gds that invlves the shipment f the rdered items t Husky s warehuse r ther lcatin (n service receipt is required) receiving is dne by Husky. Mixed Purchase Orders In rare cases, a Supplier may receive mixed Purchase Orders that include Line Items frm multiple categries. Fr example, bth Services and Materials. In this case the PO type will hld a cmbinatin f the relevant letters fr example, PO-SM. The Supplier shuld cntact the PO issuer t cnfirm that was the intent. If s, each f the PO Line Items shuld be prcessed accrding t its specific wrkflw. Purchase Order Review Once set up n Crtex, all Husky purchases must be made by purchase rder. Validity Dates All Service PO s have a validity start date and a validity end date. The date that services were prvided as indicated n the service receipt must fall within this date range. Otherwise, the service receipt will be rejected, services are nly required fr Service PO s. Material PO s d nt have validity dates. Crtex Quick Reference Supplier Guide Page 4 f 5 Service Receipt Rejectins fr Husky Suppliers

5 Crtex Quick Reference Supplier Guide Service Receipt Rejectins fr Husky Suppliers Late Cded PO s A Blanket PO is deemed late cded if the cst bject infrmatin is nt knwn at the time f PO creatin. Yu will need t enter this infrmatin n yur service receipt. That infrmatin is t be btained by the Husky representative wh placed the rder with yur cmpany. Early Cded PO s A PO is deemed early cded if the cst bject infrmatin is knwn at the time f PO creatin. The cst bject infrmatin n an early cded PO is passed t Crtex s yu will nt need t enter that n yur service receipt. It will already be n yur service receipt. Rate Validated PO A rate validated PO references a cntract that has agreed upn services and rates. If a PO is rate validated, yu will receive a rate validatin schedule in Crtex. This schedule needs t be used fr entering the services and rates nt the service receipt. This will ensure they match the cntract. If yu d nt use the rate validatin schedule, the service receipt will be rejected. A nn-rate validated PO des nt require the use f a rate validatin schedule. Please enter yur wn service descriptins and rates nt the service receipt manually fr thse nes Clsed PO s If a PO is clsed, the service receipt will be rejected back t Crtex with the rejectin message. If yu have any questins, please cntact the PO Owner. They may repen the PO r ffer anther ne t use. Crtex Quick Reference Supplier Guide Service Receipt Rejectins fr Husky Suppliers Page 5 f 5