Oracle isupplier User Guide Oracle isupplier Support: isupplier@ieee.org
Table of Contents I. Introduction to isupp lier Portal 2 II. Logging into isupplier Portal for the First Time... 2 Step 1: Reset Password... 2 Step 2: Verify/Update Information... 3 Step 3: Enter Banking Details... 4 III. What s Next?... 6 IV. isupplier Support... 6 Oracle isupplier User Guide Updated November 2017 Page 1
I. Introduction to isupplier Portal Oracle isupplier Portal enables IEEE to communicate key procure-to-pay information with suppliers. As a supplier using Oracle isupplier Portal, you can maintain your company details such as addresses, contacts and banking information. II. Logging into isupplier Portal for the First Time Step 1: Reset Password IEEE will send you an email containing a link to the isupplier Portal along with your username and password. The password supplied is temporary and you will be prompted to set a new password when you logon for the first time. Email Screenshot: Login Screen: Oracle isupplier User Guide Updated November 2017 Page 2
1. Before you login, please ensure that you agree to the IEEE Privacy Statement located on the lower left of the screen. A new window will open that contains the Terms and Conditions. 2. Login using the username (email address) and password provided in your email. 3. Click in the User Name field and enter your logon details. 3. Enter the Password 4. Click the Login button. 5. You will be asked to change your password the first time you logon. 6. Reset your password and click the Submit button. Step 2: Verify/Update Information 1. Click Address Book to verify and update the address information. Click Create button to create a new address. Note: At least one address is required. 2. Click Contact Directory to verify the contact information and ensure one of the contacts is the electronic payment notification receiver. Note: At least one contact is required. To add a new contact, please follow the instruction below: a. Click Create button to create a new contact Oracle isupplier User Guide Updated November 2017 Page 3
b. The Create Contact window now appears. c. Complete the required fields including your phone number d. Click Create User Account for this Contact then click apply Step 3: Enter Banking Details Please ensure to have your correct ABA routing number for your checking account before you proceed to the next step. 1. Click Banking Details Click Create button to enter the banking information in order for IEEE to make electronic (ACH) payments. 2. Enter ABA routing number, bank name will be auto populated if it exists in our database. 3. Account Number (CHECKING ACCOUNT ONLY). 4. Name on Bank Account (If you have a W8/W9 tax form, it should match name. For example, "Joe Smith" for individuals and "ABC Corp" for companies.) 5. Note to IEEE Provide any additional information to IEEE Oracle isupplier User Guide Updated November 2017 Page 4
If you would like to enter multiple bank accounts please repeat steps 1-5. Important: If you have multiple bank accounts, make sure the bank you just added as priority 1 or else payments will be sent to the highest priority account for the currency Do not enter Inactive Date unless the account is no longer active for receiving payments Oracle isupplier User Guide Updated November 2017 Page 5
III. What s Next? Once steps 1-3 are completed, IEEE Strategic Sourcing will be notified to approve your bank information and review any other updates. If your bank account request is approved, an email notification will be sent to informing you that your bank account is approved and IEEE will be able to process all relevant payments to you through this bank account. If your request of adding a bank account is declined, you will be notified and asked to make necessary corrections and then submit a new request. In the email notification, we will inform you of the reason for rejection. IV. isupplier Support Please contact IEEE Strategic Sourcing at isupplier@ieee.org if you have any questions or need assistance. Oracle isupplier User Guide Updated November 2017 Page 6