View Receipt & eInvoice Status
Supply Chain Platform: Energy
For Siemens Energy ADGT
November 2014
Checking Receipt and eInvoice Status in SCP-Energy
•
Siemens Energy publishes the status of Goods Receipts and eInvoice payments to SCP-Energy on
a regular basis.
•
You can quickly see a summary of recent activity by going to the My Workspace (a dashboard view
of information).
•
Or you can use SCP-Energy to check the status of a specific transaction with Siemens Energy.
•
A summary of data can also be downloaded from SCP-Energy for your use.
•
All of these processes are covered in this presentation.
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Proprietary and Confidential
1
View Goods Receipts
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Proprietary and Confidential
2
Goods Receipt - States
•
Received – goods receipts are loaded into SCP-Energy in a ‘Received’ state, with all line items
in a ‘Received’ state.
•
Archived – a receipt automatically moves to the ‘Archived’ state in SCP-Energy if it has not
been modified in 120 days.
Other states not being used at this time:
•
Received - Referenced
•
Cancelled
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3
Locate Goods Receipts
•
To view goods receipts, go to My Workspace on the left navigation tree
•
Scroll down to the Receipt Summary section
•
Click on the number link for the Received row
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View Goods Receipt Details
•
The list page shows each item that was received (indicated by ‘Item/Part No.’ and schedule
agreement or purchase order number) over the last 120 days.
•
By scrolling to the right, you can see the ‘Movement Type’, ‘Receipt Date’ and ‘Receipt Qty’ for
each item
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View Goods Receipt Details (Continued)
•
For additional reference information, you can scroll all the way to the right and see the ‘Supplier Item
Number’, ‘Order Number’, ‘Packing Slip Number’ and ‘ERP Doc Number’.
•
To see even more details, click on the Receipt Number link in the second column. This directs you to
the Receipt details page.
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6
Download Goods Receipts for Reference
From the list page, it is easy to download the Goods Receipt information in an Excel format
•
From the ‘Received’ link on My Workspace, go to the list page
•
Click the Download Receipts button (this selects across all pages)
•
Click Next and then select to ‘Open’ or ‘Save’ the file
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Example of Download (from List Page)
Since the data was downloaded from the Internet, you might need to click the “Enable Editing’ button at the
top of the Excel sheet before you can edit the Excel data.
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Proprietary and Confidential
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Modify the Download Format
You can modify the layout of the download file – i.e. which data fields to include and in what order.
•
After clicking the ‘Download’ button, you will see the Select Document Type pop-up
•
Use the drop down for ‘Download Settings’ to select Create My Setting…
•
Note: Once a setting is saved, it will appear on this list in the future and can be reused.
•
Use left/right arrows to move
data fields to the ‘Download
Fields’ box
•
Use up/down arrows to edit
the order across the Excel
spreadsheet
•
Then determine the sort
order
•
When finished, enter a name
for the saved setting, click
Save As and then Update.
Copyright 2014 Exostar LLC. All Rights Reserved.
Proprietary and Confidential
9
Locate a Receipt by Searching
Copyright 2014 Exostar LLC. All Rights Reserved.
Proprietary and Confidential
10
View eInvoice Status
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11
eInvoice - States
•
In Process – the eInvoice is being reviewed by Siemens Energy.
•
Paid – the eInvoice has been processed for payment.
•
Query – the eInvoice requires some clarification by the supplier (see eInvoice for details).
•
Archived –an eInvoice automatically moves to the ‘Archived’ state in SCP-Energy if it has not
been modified in 120 days.
The following states are not used for viewing eInvoice Status:
•
Approved
•
Rejected
•
Open
•
Open Unreferenced
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Proprietary and Confidential
12
Locate eInvoices
•
To view eInvoices, go to My Workspace on the left navigation tree
•
Scroll down to the eInvoice Summary section
•
Click on the number link for a row by it’s status (i.e. ‘In Process’)
Copyright 2014 Exostar LLC. All Rights Reserved.
Proprietary and Confidential
13
View eInvoice Details
•
The list page shows the eInvoices that were approved (or rejected etc. – based on the state
selected on My Workspace).
•
By scrolling to the right, you can see the ‘Supplier Invoice Number’, ‘Payment Amount’, ‘Payment
Date’ etc. for each item.
Copyright 2014 Exostar LLC. All Rights Reserved.
Proprietary and Confidential
14
Download eInvoices for Reference
From the list page, it is easy to download the eInvoice information in an Excel format.
•
From the My Workspace (or from a Search page), go to a list page of eInvoices
•
Click the Download eInvoices button (this selects across all pages)
•
Click Next and then select to ‘Open’ or ‘Save’ the file
Copyright 2014 Exostar LLC. All Rights Reserved.
Proprietary and Confidential
15
Example of Download (from List Page)
Since the data was downloaded from the Internet, you might need to click the “Enable Editing’ button at the
top of the Excel sheet before you can edit the Excel data.
Copyright 2014 Exostar LLC. All Rights Reserved.
Proprietary and Confidential
16
Modify the Download Format
You can modify the layout of the download file – i.e. which data fields to include and in what order.
•
After clicking the ‘Download’ button, you will see the Select Document Type pop-up
•
Use the drop down for ‘Download Settings’ to select Create My Setting…
•
Note: Once a setting is saved, it will appear on this list in the future and can be reused.
•
Use left/right arrows to move
data fields to the ‘Download
Fields’ box
•
Use up/down arrows to edit the
order across the Excel
spreadsheet
•
Then determine the sort order
•
When finished, enter a name for
the saved setting, click Save As
and then Update.
Copyright 2014 Exostar LLC. All Rights Reserved.
Proprietary and Confidential
17
Locate an eInvoice by Searching
Copyright 2014 Exostar LLC. All Rights Reserved.
Proprietary and Confidential
18
End: View Receipts and eInvoice Status
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Proprietary and Confidential
19