How to Create PDF Invoices – Supplier Training
In order to submit PDF invoices to Siemens Energy, you will need to access SCP-Energy
(Supply Chain Platform – Energy) through Exostar. If you are not already set up to log into
SCP-Energy, contact Siemens Energy or www.myexostar.com/online-support.
BEFORE YOU BEGIN:
There are three useful tips that will simplify working in SCP-Energy for you. These steps
only need to be completed once per user (but can be modified at any time by that user).
Set Up Your Home Page in SCP-Energy
If the first thing that you will do upon login each time is to create a PDF invoice, you can set
your preferences so that you go to the ‘Create PDF Invoice’ page as you login.
1. Log into SCP-Energy
2. On the left navigation tree, go to ‘My Profile  Change Home Page’
3. In the main (right) section of the page, click on the ‘+’ next to ‘Order Management 
PDF Invoice’.
4. Then select the row called ‘Create PDF Invoice’ – it will highlight in yellow.
5. In the confirmation pop-up window, click ‘OK’
6. The page you selected will be the first page you see when you login to SCP-Energy.
Turn On Email Alerts for Rejected Invoices
1.
2.
3.
4.
On the left navigation tree, go to My Profile  Email Alert Subscription
Click on the tab called ‘Setup to Receive Email Alerts’
Select the check box for ‘Rejected PDF Invoice Alert’
Click the Update button
Customize the ‘My Workspace’ page in SCP-Energy
‘My Workspace’ is a dashboard view of all transactions in SCP-Energy. If you are only
going to work with PDF Invoices, you can remove the other sections from the dashboard.
1. Log into SCP-Energy
2. On the left navigation tree, go to ‘My Workspace’
3. In the top right corner, click on the configure icon ( )
4. On the ‘View Customization’ page, go to the ‘Portal Components’ section in the top
left corner and unselect everything EXCEPT ‘PDF Invoice Summary’ & ‘Supply
Network Exceptions’
5. Then go to the ‘’Supply Network Exceptions’ section in the top right corner and
unselect everything EXCEPT ‘Rejected PDF Invoice Alert’
6. Scroll to the bottom of the page and click the ‘Update Preferences’ button
7. The ‘My Workspace’ page will refresh to only show PDF Invoice information
Note: If you work with orders or other documents, update ‘My Workspace’ as necessary.
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This section goes through the steps that are used to send your PDF invoice file to Siemens
Energy:
1. Navigate to the Online Form
2. Fill in Basic Information
3. Attach a Copy of the PDF Invoice
4. (Optional) Attach Backup Details
5. Send the PDF Invoice to Siemens Energy
Step 1: NAVIGATE TO THE ONLINE FORM
1. Log into SCP-Energy:
a. Go to www.MyExostar.com
b. Click on the ‘Exostar’ login button in the top right corner
c. Enter your Exostar user ID and password – this takes you to the login tool (MAG)
d. Once on the main page in MAG, select to access ‘Supply Chain Platform –
Energy’ by clicking the ‘Open Application’ link.
Note: For login assistance, go to http://www.myexostar.com/Online-Support/ .
2. Once you are in SCP-Energy, use the navigation tree on the left side of the screen.
3. Click the ‘+’ icons to go to Order Management  PDF Invoice  Create PDF Invoice
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4. Select a Bill To Location from the dropdown list.
5. Click Next – the online form appears.
Step 2: FILL IN BASIC INFORMATION
For each PDF invoice that is submitted, you will need to fill in this form and attach a copy of the
invoice.
1. Enter information in the available data fields on the form – required fields have a red
asterisk next to them.
a. Invoice Number – this is system-generated and can be used to search for the
invoice in SCP-Energy (after it has been sent to Siemens Energy)
b. Supplier Invoice Number – enter your own reference number in this field
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c. Order Number – optional field where you can reference the purchase order
number for the invoice
d. Invoice Type – select if you are creating an ‘Invoice’ or ‘Credit’
e. Currency – select a currency from the dropdown list
f.
Total Amount (Incl. Tax) – enter a value for the invoice, include taxes in the
amount
g. Buy/MRPC Contact – optional field where you can reference a contact person at
Siemens Energy, this field can be used to search or filter invoices in SCP-Energy
h. Supplier Company – this is system-generated and will display the company
name on your supplier account in SCP-Energy
i.
Supplier MPID – this is also system-generated and related to your account in
SCP-Energy, it is the routing number that is used to send your company
documents from SCP-Energy (like an electronic address).
j.
Buyer Message – reserved for a message back from the Buyer after submitting
Step 3: ATTACH A COPY OF THE PDF INVOICE
1. Make sure that your electronic document is in a pdf format (Adobe Acrobat).
To Create a ‘.pdf’ Version of a Document
 Open the file and then select to ‘Save As’ in pdf format.
 You will now have a second version of the file – be sure to select the pdf version when
you attach the file to the electronic invoice in SCP-Energy.
Organize Your Invoice Files


For easier tracking, it is recommended to use the invoice number in the file name.
It might be useful to keep all of your pdf invoice files in one folder so that you can easily
locate them for uploading.
2. You must enter one pdf attachment and no more
3. In the ‘Invoice Line Items’ section at the bottom of the form, click on the paperclip icon
(
) in the Add Invoice column on the left.
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4. In the pop-up window, click the Add button.
5. Click the Choose File button and navigate to the invoice file.
Note: The ‘Description’ field is optional and can be used as a reference when you are uploading
many files and want to be able to tell them apart on the ‘Upload Status’ page in SCP-Energy.
6. Once the file is listed in the ‘File Name’ field, click the Upload button.
If the file is submitted with an invoice copy that is NOT in pdf format, the invoice
will be rejected by Siemens Energy.
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7. The popup window will update to show the file name. If you uploaded the wrong file,
select the row using the checkbox on the left and then click the Delete button.
8. When finished adding the invoice file(s), click the Close button.
9. The invoice form will update to show a ‘(1)’ next to the paperclip icon. This indicates that
there is one file attached in that column.
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Step 4: (Optional) ATTACH BACKUP DETAILS
1. In the ‘Invoice Line Items’ section at the bottom of the form, click on the paperclip icon
(
) in the Add Back-up column on the right.
2. In the pop-up window, click the Add button.
3. Click Choose File and navigate to the file. For back-up files, any standard file format is
acceptable.
4. Once the file is listed in the ‘File Name’ field, click the Upload button.
5. The popup window will update to show the file name.
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6. To add more files, click Add and navigate to the file. When finished, click Close.
7. The invoice form will update to show a ‘(1)’ next to the paperclip icon.
Step 5: SEND THE PDF INVOICE TO SIEMENS ENERGY

On the invoice form, click the Send PDF Invoice button. This saves the document and
attached files as a record in SCP-Energy. Siemens Energy can now locate the invoice
in SCP-Energy and begin the invoice payment process.
Note: To delete the invoice form and attachments from SCP-Energy, click the Cancel button.
Once you have sent the invoice, you can longer use Cancel.
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ADVANCED OPTIONS:
Locate a PDF Invoice
Once you have sent a PDF invoice, it is easy to locate it again in SCP-Energy.
1. On the left in SCP-Energy, go to Order Management  PDF Invoice  Search
2. Enter your search criteria – for best results, put asterisks on both sides of your data.
Asterisks are wildcards and represent any number of characters. You can also use
asterisks to shorten the data you type. For example, *210* brings back ‘PDFINV210’.
Note: To look for multiple invoices at once, put commas with no space between the search
data (*201*,*234*).
3. Click the Search button. A list page appears with your search results.
4. If you would like to see the invoices from ‘newest to oldest’ order, click on the
next to the ‘Invoice Number’ column – this will change the sort order.
icon
5. Click on the Invoice Number link to see the invoice details – and the attached files.
6. For the ‘Buyer Message’ field, you can click on the View link to see details.
Note: You can click on the configure icon (
columns of data.
) in the top right corner to change the order of the
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Check PDF Invoice Status
There are four possible statuses for PDF Invoices:
Sent – this is the status assigned to the invoice when you click the ‘Send PDF Invoice’ button
on the invoice form. The record stays in the ‘Sent’ status until Siemens Energy downloads it.
Downloaded – when a Siemens Energy user logs into SCP-Energy and downloads an invoice,
it changes status from ‘Sent’ to ‘Downloaded’. This begins the invoice review and payment
process within Siemens Energy.
Rejected – a Siemens Energy user can manually change an invoice to the ‘Rejected’ status if
there is an issue with the invoice.
Archived – an invoice will automatically move to the ‘Archived’ status 180 days after it is in a
‘Sent’ status, or 90 days after it is in a ‘Downloaded’ status. Invoice records are removed from
SCP-Energy 360 days after they were created.
To Review ‘Rejected’ Invoices
If you have a PDF invoice in SCP-Energy that is rejected by Siemens Energy, you should
receive an email notification.
To view rejected invoices:
1. Go to the ‘PDF Invoice Summary’ section on My Workspace.
2. Click on the Total number link in the row called ‘Rejected’.
3. You will see a list page of rejected invoices.
4. You can scroll to the right to see the invoice details, or click on the Invoice Number link
to see the details for one invoice.
5. Click on the View link for the ‘Buyer Message’ field to see a note from Siemens Energy
about why the invoice was rejected.
To Check If an Invoice Was Downloaded
If you want to check if your invoice has been downloaded yet for payment processing:
1. On the left navigation tree, go to Order Management  PDF Invoice  Search
2. Enter your search criteria – for example, your invoice number or the order number.
Note: To look for multiple invoices at once, put commas with no space between the search
data (*201*,*234*).
3. Click the Search button. A list page appears with your search results.
4. You can view the invoice status from the list page – if the status is ‘Sent’, then it has not
been downloaded yet by Siemens Energy.
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Download a PDF Invoice Report
You can download a list of PDF invoices from SCP-Energy. For example, you can download all
of the invoices that were created in the past week, or all of your invoices that have been
rejected.
1. Using the ‘Search’ page or a status link from the ‘My Workspace’ page, go to a list page
of PDF invoices.
2. In the top right corner of the list page, click on the Download PDF Invoices button.
3. In the pop-up window, click the Next button
4. Select to ‘Open’ or ‘Save’ the file.
5. The information downloads in an Excel format. If necessary, click the ‘Enable Editing’
button at the top of the spreadsheet to make changes to the Excel data.
Note: You can change the configuration of the information that is downloaded by clicking on the
configuration icon in the ‘Download Settings’ column of the pop-up window. Once you set up
the configuration, name the template and then you can select it from the drop down list on the
pop-up window for future use.
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