Saipem e-business Service e-purchasing Gift Approver Manual
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
Summary e-purchasing Gift Workflow... 4 Inbox and Approval Requests Management... 5 User Settings personalization... 8 Useful Informations... 15 Copyright & Trademark... 16 3
E-Purchasing Gift - Workflow Requisitioner e-business AM Approvers Supervisor e-business Supplier A B Request for credentials Send credentials Via email Portal NO 1 SRM Shopping Basket Creation NO @ mail NO 2 Approve? SRM @ mail SI 3 Approve? SRM 1 step 2 step YES @ mail 4 Approve? SRM 3 step 5 Send order SRM @ mail 6 7 Receive order Order dispatched 8 NO Enter Confirmation 10 SRM 9 Approve? SRM YES 10 Goods Receipt Posting SRM 4 4
INBOX AND APPROVAL REQUESTS MANAGEMENT 5
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
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 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
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
USER SETTINGS PERSONALIZATION 10
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
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 e-mail 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 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
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
Useful Informations For Saipem E-Business Support Request, please open a ticket in ITSM Front Range : http://itsm7.saipemnet.saipem.intranet/selfservice/ Or contact the Saipem E-Business Service Support at +390226302111 From Monday To Friday: 08.30 AM - 06.00PM (CET) & Sunday: 09.00 AM - 17.00PM (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
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