Using the Comprehensive Supplier Secure Portal in PeopleSoft Fluid User Interface

Page Name	Definition Name	Usage
My Preferences Page	PTGP_USER_PERS_FL	Configure the default values and preferences such as time buckets, to display on the Secure Portal pages.

Supplier User: Use the User Preferences tile to open the Preference page and configure the default time values and time buckets displaying on the various Secure Portal pages.

Navigation:

Home > Supplier Secure Home Page > User Preferences > Comprehensive Supplier Portal.

Display Options

Field or Control	Description
Suppress trailing zeros for Quantity field	Select to suppress any extra zeros. This setting is applicable to all transactions.
Suppress trailing zeros up to the currency decimal position for Price field	Select to suppress extra zeros till currency decimal position. Decimal Positions setup for the currency will be used to determine the number of decimal positions that will be displayed for price. This is no rounding off done for Price.

Field or Control	Description
Purchase Order	Enter the number of days for including the dispatched purchase orders. For example, if you enter the value as 90 days, the system lists the POs dispatched in the past 90 days from today.
Receipts	Enter the number of days for including the dispatched receipts.
Advance Shipment Notice	Enter the number of days for including the dispatched Advance Shipment Notices.
Request for Quotes	Enter the number of days for including the dispatched Request for Quotes.
Bidding Opportunities	Warn Events Ending Prior To : Enter the number of days for displaying alert messages for the public and invited events on the Bidding Opportunities page to notify users about event expiration. Event Ending Soon X Day(s) Prior To Event End Date : Enter the X number of days before the event end date for displaying the event counts on the Bidding Opportunities tile with closest end date.

Purchase Order With Overdue Shipment

Field or Control	Description
Include POs Dispatched in Last	Enter the number of days for including the dispatched POs.
Overdue Shipment Time Buckets	Enter values to display the time bucket for PO Overdue Shipment, based on the number of days entered. Note: This field appears only for single supplier shipments, and you can enter a maximum of four rows.

Purchase Order Acknowledgement

Field or Control	Description
Default View by Option	Select a View By option: Buyer Buying Organization POA Due in (default) POA status Supplier On the Purchase Order Acknowledgement Landing page, the View By field displays the selected option.
Acknowledge With Pending Review Lines	Select an option to display when you acknowledge a PO with a few or all lines pending for review: Error: Prevents a user from Acknowledging the PO until all lines are set to Reviewed No Action: Bypasses the PO Line edit during PO Acknowledgement. Warning (Default): Displays a warning message during the PO Acknowledgement alerting the user that not all lines have been marked as Reviewed.
Acknowledgement Due View Buckets	Enter the time period to display the POAs due. Note: If you enter a negative value in the From field, the system automatically updates the Label Description as Past Due. Warning! Pay close attention to the values you enter here. The system uses these values to display the time buckets of POA Due-in information and group the pending Purchase Order acknowledgements under various time buckets as defined in this section.

Field or Control

Description

Default View by Option

Select a View By option:

Buyer
Buying Organization
POA Due in (default)
POA status
Supplier

On the Purchase Order Acknowledgement Landing page, the View By field displays the selected option.

Acknowledge With Pending Review Lines

Select an option to display when you acknowledge a PO with a few or all lines pending for review:

Error: Prevents a user from Acknowledging the PO until all lines are set to Reviewed
No Action: Bypasses the PO Line edit during PO Acknowledgement.
Warning (Default): Displays a warning message during the PO Acknowledgement alerting the user that not all lines have been marked as Reviewed.

Acknowledgement Due View Buckets

Enter the time period to display the POAs due.

Note: If you enter a negative value in the From field, the system automatically updates the Label Description as Past Due.

Warning! Pay close attention to the values you enter here. The system uses these values to display the time buckets of POA Due-in information and group the pending Purchase Order acknowledgements under various time buckets as defined in this section.

Notice of Intent to Award (NOIA)

Field or Control	Description
Display NOIA Sent To	Select All Events if you want to send NOIA to all the events. If you select Participated Events, you can send NOIA for only the events that the logged in bidder has participated in.
Display NOIA Sent in Last	Enter number of days to display the dispatched NOIA. Default value is 90 days.
Include Closed Notice	Select Yes for the event notices on the NOIA page to display all the events, including notices that are closed. This is the default selection. Select No for the event notices on the NOIA page to display only open notices.
Warn Prior To Notice End Date	Enter the number of days for displaying the warning message. A warning icon with a message appears on the NOIA page for notices that are going to end within the specified number days. Default value is 10 days.

Notice of Award (NOA) & Awarded Events

Field or Control	Description
Display Awarded Events In Last	Enter the number of days to display the Awarded Events. Default value is 90 days.
Include Non Awarded Events	Select Yes to list all the notices for the logged in bidder, including the non-awarded events. This is the default selection. Select No to list only the awarded events for the logged in bidder.

Field or Control

Description

Display Awarded Events In Last

Enter the number of days to display the Awarded Events. Default value is 90 days.

Include Non Awarded Events

Select Yes to list all the notices for the logged in bidder, including the non-awarded events. This is the default selection.

Select No to list only the awarded events for the logged in bidder.

Page Name	Definition Name	Usage
Supplier Secure Home Page	PT_LANDINGPAGE	Access various pages on the portal.
Bidding Opportunities Page	SCP_SEC_BIDOPP_FL	View a list of bidding events.
Event Details Page	SCP_SEC_BIDLST_DFL	View the details of the event.
Bidder Response - General Information Page	AUC_GEN_DTL_PG1_FL	Access the event bid package, view related details, and respond to general questions for the event. Bidders and suppliers can also add comments or attachments related to their bid.
Bidder Response - Line Bid Page	AUC_LINE_BID_FL	Respond to line details such as quantity, price, and bid factors related to each bid line. Bidders and suppliers can also add comments and attachments related to the event line.
Bidder Response - Review and Submit Page	AUC_BIDVALIDATE_FL	Review your responses to the event and submit the bid. You can also review and correct errors.
Bid Confirmation Page	AUC_BID_CONF_FL	Confirm that the bid was successfully submitted and review bid event details.
Event Comments and Attachments Page	AUC_RESP_COMH_SCF	Enter comments or attachments for the bid event.
Advanced Shipping Notices Page	SCP_SEC_ASN_PG_FL	Create a new Advanced Shipping Notice (ASN)
Quotes and POs Page	PT_LANDINGPAGE	Access Quotes and POs tiles.
Quotes Page	SCP_SEC_QUOT_PG_FL	View all the quotes either that are awaiting a response or those Quotes that already have responses.
Purchase Orders Page	SCP_SEC_PO_PG_FL	View all your Suppliers along with the details of the Purchase Orders awaiting acknowledgement, and the orders that may need to have an ASN generated.
Receipts Page	SCP_SEC_RCPT_PG_FL	View all your Suppliers along with the details of the rejected and accepted receipt lines.
Alerts Page	PT_LANDINGPAGE	Access the POs with Overdue Shipments tile, the Unacknowledged PO tile, and the Contracts Pending Review tile.
POs with Overdue Shipments Page	SCP_SEC_ALRT_SH_FL	View Suppliers having overdue shipments of orders placed by the Buying Organization.
Overdue Schedules Page	SCP_ALR_SCH_DTLSCF	View the overdue Schedule details of the selected Purchase Order.
Unacknowledged POs Page	SCP_SEC_ALRTPO_FL	View the list of Purchase Orders that are awaiting your acknowledgement.
PO Acknowledgements Page	SCP_SEC_UNACKPO_FL	View the list of Purchase Orders that are awaiting your acknowledgement.
Acknowledge PO Page	SCP_POA_TRAN_PG_FL	View the selected Purchase Order and choose to acknowledge, save, reject, or reset it.
Awarded Events Page	SCP_SEC_NOA_FL	View the awarded and non- awarded events and the relevant details about each event.
Secure Notice of Intent To Award Page	SCP_SEC_NOIA_FL	View the notice of intent to award for events from the buying organization.
Manage Contract documents Page	SCP_S_CNTRCT_PG_FL	View the documents pending review or signature. The tile displays the total count of those documents.
Manage Deliverables Page	SCP_DELIVER_PG_FL	View the contract deliverables.

Field or Control	Description
Tile	Tiles also act like buttons. Click a tile to go to an application page to complete your business transactions or view data to guide your interactions in the Portal.
	Every Homepage and application page has a banner at the top of the page that includes the page title and standard buttons.
	On application pages, the banner includes a back button. The button label includes the Homepage title you navigated from. Clicking this back button returns to the prior page or the page you navigated from.
	You can return to the Homepage you came from by clicking the Home button in the banner and bypass the steps to return page by page to your original point of entry.
	Click to refresh the page and view the page with latest updates.
	The notifications button shows the number of pending actions and alerts.

Supplier User: Use the Supplier Secure Home Page to access various pages on the portal, by clicking a tile. You must have verified user credentials (User ID and Password) to access this area of the Comprehensive Supplier Portal.

Navigation:

Home > Supplier Secure Home Page

Click a tile to open a new page and view the corresponding detailed information.

This Tile is displayed only if Strategic Sourcing is implemented

Supplier User: Use the Bidding Opportunities tile to open a new page and view a list of bidding events. The Bidding Opportunities tile displays a count of the events available for bidding, which includes public events as well as invitation-based events submitted by both suppliers and bidders. You use your Bidder ID or Supplier ID to participate in a Bidding Event.

Navigation:

Home > Supplier Secure Home Page > Bidding Opportunities

The left pane display varies based on the selected View By option. By default, the All option displays both the suppliers and bidders based on the Define Supplier page configuration. Against each supplier or bidder, you can see the number of bidding events.

Field or Control	Description
Time zone	Select a time zone for the bids. Leave the field blank to display the list of bids in the time zones that were used while creating the events. Note: The Time Zone values are PeopleTools delivered. The default value is taken from the preferences set up on the My Preferences page under General Settings.
Date Format	Select a date format for the bids: DDMMYY MMDDYY (default) YYMMDD
Apply	Click to apply the Time Zone and Date Format selections to the bids.
View By	Select the required option from the View By drop down. The options are Bid Status, Buying Status, and Supplier and Bidder. The Supplier and Bidder view option is available only to the Multi Supplier users.
Invited Events	View a list of events for which you have been invited to participate.
Public Events	Click to view a list of all events available for bidding that are open to the general public.
	If you are searching for a specific bidding event, you can use the Filter capability to narrow down the list of events. Click the Filter icon to access the Filters page and search events based on various fields on the event: View Events by Sealed Events Only Buying Organization Event ID Bidder ID Event Name Format Type Status Ending in Day(s)
Buying Organization/Event ID	Displays the Buying Organization and the Event ID associated to the event.
Format	Displays whether the event is a Sell event or a Buy event. Buy event: These events are the event creator's buy events; the events are for items and services to buy from an individual or organization. Sell event: These are the event creator's sell events; the events are for items and services to sell to an individual or organization.
Type	Displays the type of event: RFX Auction RFI
Start and End date	Displays the period for which the bidding is open.
Ends In	Displays the time after which the bidding opportunity ends.
	Displays warning based on the Warn Events Ending Prior To x days setting on the My Preference page.
Bid Status	Displays whether you have accepted or declined to participate in an Event, as well as any new Events. New Accepted Declined Winning Outbid Withdrew
Event Details	Click the > button to open the Event Details page.

Supplier User: Use the Event Details page to view the details of the event. This page is displayed only if Strategic Sourcing is implemented.

Navigation:

Click an event line on the Bidding Opportunities page.

Note: The fields on this page are displayed from the Event, and are based on the Event transactions in Strategic Sourcing, set up at the time of creating the event.

Field or Control	Description
Enter Bid on Behalf of	The Enter Bid on Behalf of label indicates that the supplier user or representative is entering, editing, or viewing the bid on behalf of another Supplier or Contact. For Public events, a supplier or representative can select a contact from Bid on Behalf of drop down to submit the bid on behalf of another user.
	Click to open the Bidder Response - General Information Page to enter your bid response. This button is displayed for New and Multiple Events. You can use this button to enter multiple bids if Multiple bids are allowed. When you select this button, the page displays the selected bidder’s or contact’s name that the supplier or representative is entering the bid on behalf of. Note: Enable the Fluid Bidder Response feature using the Enable Fluid Bidder Response check box on the Installation Options - Sourcing Installation Options Page.
	Click to open the Upload Bid Page to upload the bid in XML format. Note: This button is displayed only when Allow Bidder XML Downloads is selected on the Event Settings and Options Page. You can use this button to enter multiple bids if Multiple bids are allowed.
	Click to accept the invitation to bid on this event. Use this to indicate that you are interested in participating in the bid. You can prepare for the bid after accepting the invitation. Accepted invitations display the Submitted For column, which display the name of the supplier or contact. Note: This button is displayed only if the status is New or Declined.
	Click to decline the invitation to bid on this event and enter a reason code. You can accept the invitation at a later time and enter a bid for the event in case you have reconsidered and decide to participate in the bidding event. Note: This button will not be displayed if the status is Accepted.
Counter Bid	Click to enter a bid response. This button is displayed if there are multiple rounds of bidding for an auction and you would like to continue participating by entering a new bid.
Multiple Bids	Displays if you can enter multiple bids for the Event.
Edits to Submitted Bids	Displays if you can make changes to the bid using the Related Actions.
Invitation Accepted	Displays to indicate that the Event is accepted.
Invitation Declined	Displays to indicate that the Event is declined.
View Discussion forum (link like View Bid package)	Click to open the Event Discussion Page to view the Event message and to post a reply.
	Click to perform event related actions: View Bid Edit Bid Copy Bid (Appears only if multiple bids are allowed) Cancel Bid Upload Bid Note: If multiple bids are not allowed, and Edits to Submitted Bids is “No” then the only options available are View Bid and Cancel Bid.

See Contact Information Page, View Bid Package Page, and Line Comments and Attachment Page.

Bid Information

The Bid information section appears once you submit a bid using the Bid on Event button. In case the event is of the type Auction, additional fields appear along with the Bid History link. Clicking the link will open the Event Bid History Page to view the bid invitation status and bidding history for the specified event.

Use the Bidder Response - General Information page (AUC_GEN_DTL_PG1_FL) to access the event bid package, view related details, and respond to general questions for the event. Bidders and suppliers can also add comments or attachments related to their bid. This page supports line group event bids.

Navigation:

Select the Bid on Event button in the Event Details Page

Bidder Response - General Information page

Field or Control	Description
Event Name	Displays the name of the event.
Event ID	Displays the event ID.
End Date	Displays the bidding end date.
Next	Select to advance to the next step in the bid process, Bidder Response - Line Bid Page.
Event Comments & Attachments	Select to access the Event Comments and Attachments Page, and enter comments or attachments for the event.
Save for Later	Select to save the bid in its current state and complete at later time.
General Questions	Displays the total number of general questions in the bid.
Required	Displays the total number of required questions in the bid.
Response Entered (General Questions)	Displays the total number of completed questions in the bid.
Item Lines	Displays the total number of item lines in the bid.
Response Entered (Line Bids)	Displays the total number of completed line bids.

General Questions

Use this section to answer general questions related to the event. Questions are created using the Event Bid Factors Page.

Field or Control	Description
Response	Enter or select a response to the question.
Weighting	Displays a percentage for the question, which indicates its importance relative to the other questions.
Comments and Attachments	Select to add individual comments or attachments for a question.

Use the Bidder Response - Line Bid page (AUC_LINE_BID_FL) to respond to line details such as quantity, price, and bid factors related to each bid line. Bidders and suppliers can also add comments and attachments related to the event line. This page supports line group event bids.

Navigation:

Select the Next button on the Bidder Response - Line Bid Page.

Field or Control	Description
Next	Select to advance to the next step in the bid process, Bidder Response - Review and Submit Page.
Filter Items	Select to acces the Filters page and filter bid item results based on Item ID, All Lines, Pending, and so forth.
Bid Currency	Displays the currency of the bid, such as U.S. dollars.
Total Line Price	Displays the total price of the line.
Save for Later	Select to save the bid in its current state and complete at later time.
Actions	Select one of the following actions for a line: Item Information: Select to access the Item Specifications page and view bid item details. Ship Information: Select to access the Shipping Information page and view bid item shipping details.
No Bid	Select this option if you do not want to bid on the item.
Bid Quantity	Enter the bid quantity for the bid line. If the requested quantity is required, the quantity is automatically populated with the requested line quantity and cannot be changed.
Requested Quantity	Displays the requested quantity for the bidding event.
Total Bid Price	Displays the total bid price for the bid line.
Unit Bid Price	Enter the unit bid price for the bid line.
Unit Start Price	Displays the amount at which the bidding must start.
Weighting	Displays a percentage for the bid line, which indicates its importance relative to the other bid lines.
Bid Questions and Required Bid Questions	Select to access the Line Questions page and view the general question related to this bid line. You can also answer the question using this page.
Comments and Attachments	Select to add individual comments or attachments for a bid line.

Use the Bidder Response - Review and Submit page (AUC_BIDVALIDATE_FL) to review your responses to the event and submit the bid. You can also review and correct errors. This page supports line group event bids.

Navigation:

Select the Next button on the Bidder Response - Line Bid Page.

Bidder Response - Review and Submit page

Bidder Response - Review and Submit page with errors

Field or Control	Description
Submit	Select to submit your bid for consideration. This button is available only when no errors exist for general questions and line bids. Once the bid is submitted, you are directed to the Bid Confirmation Page.
Save for Later	Select to save the bid in its current state and complete at later time.
Event Comments and Attachments	Select to view comments and attachments entered for the event.

Field or Control

Description

Submit

Select to submit your bid for consideration.

This button is available only when no errors exist for general questions and line bids.

Once the bid is submitted, you are directed to the Bid Confirmation Page.

Save for Later

Select to save the bid in its current state and complete at later time.

Event Comments and Attachments

Select to view comments and attachments entered for the event.

General Questions (Step 1)

Use this section to review general question information completed for the event.

If the Fluid Bidder Response component identifies errors with general question information, this section displays those errors. You can use the Edit button to access the question in error and modify your response.

Line Bid (Step 2)

Use this section to review line bid information completed for the event.

If the Fluid Bidder Response component identifies errors with line bid information, this section displays those errors. You can use the Edit button to access the line bid in error and modify your response. If you do not wish to bid on the line item, select the No Bid option.

Use the Bid Confirmation page (AUC_BID_CONF_FL) to confirm that the bid was successfully submitted and review bid event details.

Navigation:

Select the Submit button on the Bidder Response - Review and Submit Page.

Use the Event Comments and Attachments page (AUC_BID_CONF_FL) to enter comments or attachments for the bid event.

Navigation:

Select the Event Comments & Attachments button on the Bidder Response - General Information Page.

Supplier User: Use the Advanced Shipping Notices tile to open a new page to create a new Advanced Shipping Notice (ASN). You can also view a history of Advanced Shipping Notices.

Navigation:

Home > Supplier Secure Home Page > Create ASN

Suppliers

The left pane lists all the supplier organizations that you may manage. This view appears if you are a manufacture's representative and transacting on behalf of other organizations. The right pane displays the ASN history, which is a list of shipments delivered for the selected Supplier associated with the registered user that has logged in, based on the number of days you have specified in the Advanced Shipment Notice field on the My Preferences page. Similarly, the same specifications apply for the Filter page to filter Advanced Shipping information.

If you are transacting on behalf of your own organization, the left pane does not appear, and the Supplier information is displayed at the top followed by its ASN history below in a grid.

Field or Control	Description
	Click to open the Filters page and filter Suppliers based on Supplier name.
	Click to sort the list of Suppliers based on your Supplier name.

Field or Control	Description
	Click to open the Advance Shipment Notification - Advance shipment Creation page to create a new ASN. Note: The links ASN History and Return to Vendor (Supplier) List are not displayed on the Advance Shipment Notification - Purchase Order Schedule Selection Page if you access the page using the Fluid interface. See Advance Shipment Notification - Advance Shipment Creation Page
	If you are searching for a specific shipment you can use the Filter capability to narrow down the list of notices. Click the Filer icon to access the Filters page and search shipments based on: Supplier ID Supplier Location Shipment Number Bill of Lading Shipment Date From Shipment Date To Order Number PO ID Item ID Status
ASN Details	Click any row to open the Reviewing ASN History By Suppliers, ASN History - Line Details Page and view the line details of the ASN. Note: The links Set Filter Options and ASN History – Summary are not displayed on the ASN History - Line Details Page if you access the page using the Fluid interface.

Field or Control

Description

Create ASN

Click to open the Advance Shipment Notification - Advance shipment Creation page to create a new ASN.

Note: The links ASN History and Return to Vendor (Supplier) List are not displayed on the Advance Shipment Notification - Purchase Order Schedule Selection Page if you access the page using the Fluid interface.

See Advance Shipment Notification - Advance Shipment Creation Page

Filter icon

If you are searching for a specific shipment you can use the Filter capability to narrow down the list of notices.

Click the Filer icon to access the Filters page and search shipments based on:

Supplier ID
Supplier Location
Shipment Number
Bill of Lading
Shipment Date From
Shipment Date To
Order Number
PO ID
Item ID
Status

ASN Details

Click any row to open the Reviewing ASN History By Suppliers, ASN History - Line Details Page and view the line details of the ASN.

Note: The links Set Filter Options and ASN History – Summary are not displayed on the ASN History - Line Details Page if you access the page using the Fluid interface.

Supplier User: Use the Quotes and POs tile to open the Quotes and POs page, which contains the Quotes tile and the Purchase Orders tile.

Navigation:

Home > Supplier Secure Home Page. Click the Quotes and POs tile.

Supplier User: Use the Quotes tile to open the Quotes page and view all the quotes either that are awaiting a response or those Quotes that already have responses. If you are managing multiple Suppliers and bidding on behalf of these Suppliers, you will see a list of the Suppliers on the left side of the page with a count of those RFQs awaiting a response. On the Secure Homepage, the Quotes tile displays a count of the total Quote lines awaiting a response.

Navigation:

Home > Supplier Secure Home Page > Quotes and POs > Quotes

Suppliers

If you are managing multiple Supplier organizations and submitting bids on behalf of these Suppliers, the left pane lists all the Suppliers with a count of RFQ lines for each Supplier that are awaiting a response. The right pane displays the details of the RFQ lines awaiting response and the details of those RFQ lines for the selected Supplier, based on the number of days you have specified in the Request for Quotes field on the My Preferences page. Similarly, the same specifications apply for the Filter page to filter Quotes information.

In the case where you are the single Supplier, the left pane does not appear, and the Supplier information is displayed at the top followed by the RFQ information.

Field or Control	Description
	Click to open the Filters page and filter Suppliers based on Supplier name.
	Click to sort the list of Suppliers based on the Supplier name or sort by the number of RFQs awaiting response.

Quotes

Field or Control	Description
	Click to open the Filters page and filter Quotes based on the options: View Quotes By (Current /Closed Quotes) Display Quotes Options (New Quotes, Responded Quotes, or Both) From RFQ ID To RFQ ID RFQ Dispatch Date Range (Displays a range of three months by default) Supplier Location Ship to Location Buyer Item Category Item ID Item Description (This field is not available to enter text or an ad-hoc Item ID/Description if an item ID is selected. Use this field for quotes without Item ID)
Start Date	Displays the date on which the quote was created from the Buying Organization’s Quote system.
End Date	Displays the date on which the RFQ will end, after which the row will not be displayed.
	Respond to Quote: Click to open the Request for Quotes - Request for Quote List Page and submit your response. Once the response is submitted, the button changes to display View Response.
	View Response: Click to open the Request for Quotes - Request for Quote List Page and view the response you have submitted.
	Click to open the Request for Request for Quotes - Request for Quote Details Page and review RFQ details for a specific item.

Supplier User: Use the Purchase Orders tile to open the Purchase Orders page and view all your Suppliers along with the details of the Purchase Orders awaiting acknowledgement, and the orders that may need to have an ASN generated. You can create an acknowledgement for the Purchase Orders you have received.

Navigation:

Home > Supplier Secure Home Page > Quotes and POs > Purchase Orders

Suppliers

The left pane lists all your supplier organizations that you may manage. This view appears if you are a manufacture’s representative and transacting on behalf of other organizations. It displays the number of Purchase Orders awaiting your acknowledgement. The right pane displays the Purchase Order information for the selected Supplier, based on the number of days you have specified in the Purchase Order field on the My Preferences page. Similarly, the same specifications apply for the Filter page to filter Purchase Order information.

If you are transacting on behalf of your own organization, the left pane does not appear, and the Supplier information is displayed at the top followed by its Purchase Order information below in a grid.

POs Awaiting Acknowledgement

Field or Control	Description
	Displays to indicate that the Supplier has at least one Purchase Order awaiting acknowledgement.
	Click to open the Filters page and filter Suppliers based on Supplier name.
	Click to sort the list of Suppliers based on your Supplier name or Purchase Orders awaiting acknowledgements.

Purchase Orders

Field or Control	Description
	Click to open the Filters page and filter Purchase Orders based on: From PO ID To PO ID From and To date Buyer Supplier Location Item ID Supplier Item ID Contract ID Contract Version Release Number POs Awaiting Acknowledgement
	Click to view and choose from the list of fields by which you can sort the Purchase Orders.
Download PO Information	Click to open the Download Purchase Orders page and download the Purchase Order information in XL format. See Purchase Orders - Purchase Order List Page.
Acknowledgement Status	Displays the status of the acknowledgement: New Buyer Reviewed Buyer Accepted Supplier Responded
	Click to choose an action for the Purchase Order from the options: Create ASN: Click to open the Advance Shipment Notification - Advance Shipment Creation Page. Acknowledge PO: Click to open the Acknowledge Purchase Orders - Acknowledgement Summary Page. Displays only if status is New. Note: In case Fluid POA is implemented, click to open the PO Acknowledgement Page. View POA: Click to open the Acknowledge Purchase Orders - Acknowledgement Summary Page. Note: In case Fluid POA is implemented, Click to view the PO Acknowledgement in display-only mode. View ASN: Click to open the Reviewing ASN History By Suppliers — ASN History – Summary Page.
	Click to open the Purchase Orders - Purchase Order Details Page and view the details of the Purchase Order.

Supplier User: Use the Receipts tile to open the Receipts page and view all your Suppliers along with the details of the rejected and accepted receipt lines. The Receipts tile displays a count of the Rejected Receipt Lines that may need you to work with the Buying Organization on creating a Return Material Authorization (RMA).

Navigation:

Home > Supplier Secure Home Page > Receipts

Suppliers

The left pane lists all your supplier organizations that you may manage. This view appears if you are a manufactures’ representative and transacting on behalf of other organizations. It displays the number of receipt lines that were rejected for each Supplier’s orders. The right pane displays the information of rejected receipts for the selected Supplier, based on the number of days you have specified in the Receipt field on the My Preferences page. Similarly, the same specifications apply for the Filter page to filter Receipt information.

If you are transacting on behalf of your own organization, the left pane does not appear, and the Supplier information is displayed at the top followed by its receipt information below in a grid.

Field or Control	Description
	Displays to indicate that the Supplier has at least one rejected Receipt line.
	Click to open the Filters page and filter Suppliers based on Supplier name.
	Click to sort the list of Suppliers based on the Supplier name or sort by the highest number of rejected receipts.

Receipts

Field or Control	Description
	Click to open the Filters page and filter receipts based on: PO ID Receipt ID From and To date Ship to Location Supplier Item ID Item ID Receipt Line Status: All, Cancelled, Closed, Hold, Open, Received.
	Click to view and choose from the list of fields by which you can sort the receipts for the Supplier.
Receipt Status	Displays the status of the receipt: Open Cancelled Closed Hold Received
	Click to open the Review Receipts - Receipt Details Page to review receipt line details for the line.

Supplier User: Use the Alerts tile to open the Alerts page, which contains the POs with Overdue Shipments tile, the Unacknowledged PO tile, the Contracts Pending Review tile, and the Secure Notice Of Intent to Award tile.

Navigation:

Home > Supplier Secure Home Page . Click the Alerts tile.

Supplier User: If you are managing multiple Supplier organizations, this information will show at a glance which Suppliers have overdue shipments of orders placed by the Buying Organization. The top 5 offenders are shown on the chart on the Tile. Click the Tile to open the POs with Overdue Shipments page and view all the Suppliers you manage along with a list of Purchase Orders with overdue PO Schedules. If you are only representing your own organization, the Alerts Tile displays a count of the PO Schedules that are overdue.

Navigation:

Home > Supplier Secure Home Page > Alerts > Overdue PO Shipments

Suppliers

The left pane lists all the Supplier organizations you manage with a count of overdue PO Schedules and POs with overdue Schedules for each Supplier organization. The right pane displays the list of Purchase Orders with overdue Schedules for the selected Supplier.

In case where you are representing your own organization, the left pane does not appear, and your Company information is displayed at the top followed by the PO information below.

Field or Control	Description
	Displays the number of POs that are overdue
	Displays the number of POs with overdue Schedules.
	Click to open the Filters page and filter Suppliers based on Supplier name.
	Click to sort the list of Suppliers based on the Supplier name, POs with overdue Schedules, or overdue Schedules.

POs with Overdue Shipments

Field or Control	Description
	Click to open the Filters page and filter Purchase Orders based on options: POs Dispatched Between From PO ID To PO ID Buyer Supplier Location Supplier Item ID Item Category Item ID Item Description POs with Shipment Overdue more than <user input> Days
PO Status	Displays the status of the Purchase Order: Dispatched Change Order
	Click to open the Overdue Schedules Page. The count represents the number of Schedule Lines for the selected Purchase Order.
	Click to sort the Purchase Orders and related fields.

Supplier User: Use the Overdue Schedules page to view the overdue Schedule details of the selected Purchase Order. This page lists all the Schedules that are overdue for the PO line.

Navigation:

Click the Overdue Schedules button for a row on the POs with Overdue Shipments page.

Field or Control	Description
	Displays the number of Schedules that are overdue for the PO
	Click to sort the Schedule Lines based on a particular field.
Overdue Days	Displays the number of days by which the PO Schedule is overdue.

Supplier User: Use the Unacknowledged POs tile to view the list of Purchase Orders that are awaiting your acknowledgement. The count on the tile represents the total number of Purchase Orders that are marked as POA Required on the PO attributes.

If Fluid POA is implemented, the Unacknowledged PO tile and the corresponding Unacknowledged PO page will appear, as discussed in the next topic.

Navigation:

Home > Supplier Secure Home Page > Alerts > Unacknowledged PO

Suppliers

If you manage multiple Supplier Organizations, the left pane lists all the Supplier Organizations with Unacknowledged POs, along with a count of the POAs that are required. The right pane displays the list of Purchase Orders for the selected Suppliers indicating which in the list are required to be acknowledged.

In case where you are representing your own Organization, the left pane does not appear, and your Company information is displayed at the top followed by the PO information below.

Field or Control	Description
	Displays the number of POs that are not yet acknowledged.
	Click to open the Filters page and filter Suppliers based on Supplier name.
	Click to sort the list of Suppliers based on the Supplier Name, or POs awaiting acknowledgement.

Field or Control	Description
	Click to open the Filters page and filter POs based on: POs Dispatched Between <user input dates > From PO ID To PO ID Buyer Supplier Location Item ID Item Description Supplier ID Display POA Required POs Only (Click Yes to filter only POs that require an acknowledgement)
PO Status	Displays the Dispatched Change Order <number>: The number increments each time the Buyer makes changes.
Last Dispatched Date/Time	Displays the most recent POs at the top, sorted in descending date order.
	Click to choose an action for the Purchase Order Line from the options: Acknowledge PO: Click to open the Acknowledge Purchase Orders - Acknowledgement Summary Page and create the Purchase Order Acknowledgement View PO Information: Click to open the Purchase Orders - Purchase Order Details Page and view the Purchase Order details.
	Click to view and choose from the list of fields by which you can sort the POs for the Supplier.

See Contracts Pending Review Tile and the Contracts Pending Review Page.

Supplier User: Use the PO Acknowledgement tile to view the list of Purchase Orders. The count on the tile represents the total number of Purchase Orders that are marked as POA Required, and are awaiting acknowledgement.

The tile displays two types of charts – one for single supplier scenario and the other for multiple supplier scenario. For single supplier, a pie chart shows the acknowledgement due time buckets with the corresponding number of POs awaiting acknowledgement. In case of multiple supplier scenario, the pie chart shows the top five suppliers with POs awaiting acknowledgement. If there are more than five suppliers associated with the logged in user the system shows the top four suppliers, and the rest of the supplier acknowledgements are combined and labelled as ‘others’.

Navigation:

Home > Supplier Secure Home Page > PO Acknowledgements.

PO Acknowledgement Single Supplier Chart tile

PO Acknowledgement Multiple Supplier Chart tile

The left pane lists options based on the option you select from the View By drop down list, along with a count of the POs awaiting acknowledgement.

Field or Control	Description
View By	Select an option from the drop down list, based on which you can view a list of Purchase Orders awaiting acknowledgement. The options are: Buyer: Lists all Buyers, each one displaying a count of the POs awaiting your acknowledgement. Buying Organization: Lists all Buying Organizations that raised a Purchase Order, each one displaying a count of the POs awaiting your acknowledgement. Supplier: Lists all Suppliers that you transact on behalf of, each one displaying a count of the POs awaiting your acknowledgement. Acknowledgement Status: Lists all POs that are belonging to any of these statuses – New, Supplier Review, Responded, Buyer Accepted, EDX Responded. There is a count of POs displayed by Status regardless of an acknowledgment is required or not. POA Due In: Lists all POs based on the selected acknowledgement due time bucket. The Acknowledgement Due Time buckets are defined in the User Preferences section. See My Preferences Page. If no time buckets are defined in the User Preferences section, the system displays in the left panel the default values – ‘All’, ‘Past Due’, and ‘Not Applicable’.
	Click to sort the list of purchase orders awaiting acknowledgement based on the View By option you have selected or by the POs awaiting acknowledgement.

Field or Control

Description

View By

Select an option from the drop down list, based on which you can view a list of Purchase Orders awaiting acknowledgement. The options are:

Buyer: Lists all Buyers, each one displaying a count of the POs awaiting your acknowledgement.
Buying Organization: Lists all Buying Organizations that raised a Purchase Order, each one displaying a count of the POs awaiting your acknowledgement.
Supplier: Lists all Suppliers that you transact on behalf of, each one displaying a count of the POs awaiting your acknowledgement.
Acknowledgement Status: Lists all POs that are belonging to any of these statuses – New, Supplier Review, Responded, Buyer Accepted, EDX Responded. There is a count of POs displayed by Status regardless of an acknowledgment is required or not.
POA Due In: Lists all POs based on the selected acknowledgement due time bucket. The Acknowledgement Due Time buckets are defined in the User Preferences section. See My Preferences Page. If no time buckets are defined in the User Preferences section, the system displays in the left panel the default values – ‘All’, ‘Past Due’, and ‘Not Applicable’.

Sort

Click to sort the list of purchase orders awaiting acknowledgement based on the View By option you have selected or by the POs awaiting acknowledgement.

The right pane displays the list of Purchase Orders for the selected option, indicating which in the list are required to be acknowledged. See My Preferences Page.

POs Awaiting Acknowledgement

Field or Control	Description
Last Dispatched Date/Time	Displays the date and time of the Purchase Order dispatch. The list displays the Acknowledgements overdue, followed by the Acknowledgements sorted by the date on which they are due. Purchase orders that are not having due date information are listed at the bottom, as NA (Not Applicable).
Due in	Displays the POA due information. Acknowledgement Due is calculated based on the settings in: Purchase Order Header Supplier Location Purchasing Options
Acknowledgement Status	Displays the acknowledgement status: All New Supplier Review Supplier Responded Buyer Accepted EDX Responded
	Click to choose an action for the Purchase Order from the options: Acknowledge PO: Click to open the Purchase Orders Acknowledgement Page. This action is not available after the Supplier responds to the PO. View POA: Click to view the PO Acknowledgement in display-only mode. This action is not available if the PO is Dispatched, New, or if it is under Supplier review. View PO Dispatch Document: Click to open the PO Dispatch Document. Acknowledgement History: Click to open the POA History page and view a list of the past POA responses. Click a chevron on the page to open the Acknowledgement Summary - History page and view the details of the selected POA. This action is not available if there were no previous acknowledgement actions performed on the selected PO.
	Click to open the Unacknowledged PO Filter page and narrow down the list of POs based on the fields: POA Required Only Acknowledgement Overdue Only Buying Organization POs Dispatched Between (dates) PO ID Supplier ID Supplier Location Buyer Acknowledgement Status Additional Search Criteria include: Ship To Category ID Item ID Item Description Supplier Item ID

Supplier User: Use the Acknowledge PO page to view the selected Purchase Order, and choose to acknowledge, save, reject, or reset it.

Navigation:

Click the Related Action button on the Purchase Order Acknowledgement page and select Acknowledge PO.

See Understanding Online POAs.

The header displays the PO number, PO date, Supplier name, acknowledgement status, payment terms, and POA response. You use the action buttons to perform a desired action.

Field or Control	Description
	PO Header Comments: Click this related action to display any purchase order header comments or attachments associated with the selected purchase order. If there are no header comments or attachments, the system does not display this related action. Buying Organization Comments: Click this related action to view any comments that are associated to the Buying Organization (PeopleSoft Purchasing business unit). If there are no Buying Organization (Business Unit) comments, the system does not display this related action.
	Click the button to enter comments for the buyer, and in subsequent sessions, view any buyer responses.
Acknowledge	Click this button to save any changes and: Change the POA mode for the supplier from editable to view-only. Set the acknowledgement status to Buyer Accepted if there is no change or the changes that are made do not exceed the tolerances specified for the supplier. Set the acknowledgement status to Supplier Responded if there are changes the buyer needs to approve. If workflow is enabled, this also sends a notification to the buyer for the POA with changes needing review. Update the Purchasing EC tables (PO_POA_HDR_HIST, PO_POA_LN_HIST, PO_POA_SHIPHIST) to copy supplier response history and pertinent purchase order values at the time the response is made. Use the User Preferences settings for Acknowledge with Pending Review Lines to check the review status of the line during acknowledgement. The possible values are Warning, Error, and No Action. See My Preferences Page.
Save for Later	Click to save the current session and return at a later time to perform appropriate actions. The PO acknowledgement status will be set to Supplier Review.
Reject All	Click to reject the entire Purchase Order. POA will set the acknowledgement status as Cancelled. When the POs are rejected by the supplier during PO acknowledgement they will be further picked up by PO change order process to cancel the PO lines.
Reset to PO Values	Click to override the acknowledged values with the original PO values.

The left panel lists all the purchase order lines. Each line displays the POA response, item ID, Supplier item ID (if available) and the description for the line. Every line also indicates whether it has been reviewed, based on the Supplier user’s confirmation using the Reviewed switch.

Field or Control	Description
	Click to filter the list of purchase order lines based on: POA Response Line Review Status (All, Pending Review, Reviewed) Supplier Item ID Item ID Item description Catalog ID Manufacturer’s ID Manufacturer’s Item ID
	Click to sort the list of purchase order lines based on the available values.
	Displays to indicate that the line has been reviewed by the Supplier user, after the Supplier user toggles the Reviewed switch to Yes. You can sort or filter purchase order lines based that are in Reviewed status.

Field or Control

Description

Filter

Click to filter the list of purchase order lines based on:

POA Response
Line Review Status (All, Pending Review, Reviewed)
Supplier Item ID
Item ID
Item description
Catalog ID
Manufacturer’s ID
Manufacturer’s Item ID

Sort

Click to sort the list of purchase order lines based on the available values.

Reviewed display

Displays to indicate that the line has been reviewed by the Supplier user, after the Supplier user toggles the Reviewed switch to Yes.

You can sort or filter purchase order lines based that are in Reviewed status.

The right panel provides details of the selected Purchase Order line. Description, Supplier Item ID, Amount Only, PO catalog ID, PO manufacturer ID, and PO manufacturer’s item ID are display-only fields. While the values for the PO Catalog ID, PO Manufacturer ID, and PO Manufacturer’s Item ID display what was entered in the purchase order, you can enter the acknowledged values for these fields in the right panel.

Line Details

Field or Control	Description
Reviewed	Click to toggle the switch to Yes to indicate that you have reviewed the purchase order line.
Catalog ID	Enter the acknowledge PO catalog ID.
Manufacturer ID	Enter the acknowledge PO manufacturer ID.
Manufacturer’s Item ID	Enter the acknowledge PO manufacturer’s item ID.
	Click this button to view the details of the changes made from the last time this purchase order was dispatched. For example, if this Purchase Order is on change order 3, it shows the changes made from change order 2 to change order 3. This button is enabled only when viewing the purchase order with revision.

Acknowledgement Details

Field or Control	Description
	Click to filter the schedule lines based on the schedule status, Ship To location, or freight terms.
Order Sched	Displays the scheduled order.
Ship To	Displays the business unit to which the item is being shipped.
Freight Terms	Displays the freight terms.
Order Quantity	Displays the sum of all schedule quantities for this line on the purchase order that is being requested.
Acknowledge Quantity	The system displays a default quantity for the Purchase Order. Suppliers can modify the quantity for the line/schedule to indicate a change. Note: This field is disabled for Amount Only purchase order lines.
Order Price	Displays the total price of the order.
Acknowledge Price	Enter the price.
Order Due Date	Displays the default due date for the schedule. This is the date the item is due at the ship to location.
Acknowledge Due Date	The system displays a default due date for the Purchase Order. Suppliers can modify the due date for the line/schedule to indicate a change.
Order Ship Method	Displays the shipment method for the item.
Acknowledge Ship Method	The system displays a default Ship Method for the Purchase Order. Suppliers can modify the method for the line/schedule to indicate a change.
POA Status	Displays the action the supplier has taken; applies to the selected schedule, and indicates the following: New: The schedule is added when supplier splits a row. Cancelled: When a line is rejected or when the schedule quantity is changed to zero. Changed: Any changes to the schedule fields (due date, quantity, shipping method, and price).
	Click to create an additional row to add an additional schedule with a different delivery due date, quantity, and other acknowledgement details. You can initiate a back order request for a different delivery date and quantity. The system sets the POA Status to New. Back Order will create a new schedule to the PO line after the buyer initiates a change order based on this acknowledgement feedback. Note: This button is disabled for Amount Only purchase order lines.
	Click to delete the Back Order line.
	Click this button to restore all POA values to the values specified on the current Purchase Order line, forgoing any changes made on the POA.
	Click to reject the PO line item. The editable fields on the Acknowledgement Details page are reset to the current Purchase Order values and the quantity is reset to zero. If approved by the buyer this will cancel the Purchase Order line.

Supplier User: Use the Notice Of Intent To Award tile to view the notice of intent to award for events from the buying organization. By default, the Notice of Intent to Award tile displays a count of the open notices in the last 90 days. You can modify the days on the My Preferences page if required. After checking the details on the Notice of Intent to Award page, supplier user can submit protest, if any, to the buying organization outside the PeopleSoft system.

Navigation:

Home > Supplier Secure Home Page > Alerts > Notice of Intent

Secure Notice Of Intent To Award Invited Events page

By default, the page displays the list of events for which you are invited to participate. Based on the settings on the My Preferences page, the page displays the number of open notices issued and the number of notices nearing closure.

Field or Control	Description
Bid Participation	Displays Yes if at least one bid is posted to the event. Displays No if the invited bidder has not posted any bids yet.
Notice Sent Date and Notice End Date	Displays both start date and end date of the notice.
Filter icon	Select to open the Filters page and filter the events based on: Buying Organization Event ID Event Name Event Format (All, Buy, Sell) Event Type (All, Auction, RFx) Include Closed Notice Display NOIA sent in Last (x) days

Field or Control

Description

Bid Participation

Displays Yes if at least one bid is posted to the event. Displays No if the invited bidder has not posted any bids yet.

Notice Sent Date and Notice End Date

Displays both start date and end date of the notice.

Filter icon

Select to open the Filters page and filter the events based on:

Buying Organization
Event ID
Event Name
Event Format (All, Buy, Sell)
Event Type (All, Auction, RFx)
Include Closed Notice
Display NOIA sent in Last (x) days

Secure Notice Of Intent To Award Public Events page

The page displays the list of intent to award notice for public events.

Supplier User: Use the Awarded Events tile to view the Awarded Events page, which lists the awarded and non-awarded events. The tile displays the number of awards and non-awards for the participated events in a given period of time. Use the User Preferences page to change the number of days from the default value that is 90. On the User Preferences page, you can also enable or disable the option to display the non-awarded events.

Awarded events can include partially awarded and completely awarded events. It’s possible that a bidder achieves a partial award, and a different bidder gets the rest of it.

Navigation:

Home > Supplier Secure Home Page > Awarded Events tile

Field or Control	Description
Filer icon	Click to open the Filters page and filter the events based on: Buying Organization Event ID Event Name Event Format (All, Buy, Sell) Event Type (All, Auction, RFx) Award Type (All, General Contract, PO Contract, Procurement Contract, Purchase Order, Recurring Voucher Contract, Single Release PO Contract) Display Awarded Events In Last (x) days
Event Name	Displays the event’s name.
Buying Organization/Event ID	Displays the buying organization’s name and the particular event ID that the supplier has participated.
Round/Version	Displays the awarded event round and the version of the awarded event.
Format/Type	Displays the event’s format and type.
Award Type	Displays the type of award achieved by the event. An event can have multiple awards types.
	Click to view the details of award. The Award Details page displays the following information: Bid Number Award Date Award Type Buying Organization Purchase Order/Contract ID Transaction Statu
sort icon	Click to sort the list of events.

Field or Control	Description
Bid Number	Displays the bid number.
Reason Type	Displays the possible options, which are Reject and Disallow.
Rejection At	Displays the level of rejection.
	Click to view the reason for rejecting the event. For Line level rejection, the line number, item description, and a note describing why the line item was rejected are displayed. For Event level rejection, a note saying why the event was rejected is displayed.

Supplier User: Use the Manage Contract Documents tile to view the documents pending review or signature. The tile displays the total count of those documents.

Navigation:

Home > Supplier Secure Home Page > Manage Contract Documents tile

Field or Control	Description
View By	Select the View By drop down to select the required display options. The options are: Document Status: This is the default View By option. The left pane displays the total count of contract documents and the count of documents pending review and signature. Document Administrator: If you use this option, the left pane displays the administrators and the number of pending contract documents for each of them.
Document Status	Displays the status of documents as Pending Review or Pending Signature. Select the Details icon to review the document details or sign the document. For additional information on available functionality for reviewing documents and signing documents, see Signing External Documents and Reviewing and Collaborating on External Documents.

Field or Control

Description

View By

Select the View By drop down to select the required display options. The options are:

Document Status: This is the default View By option. The left pane displays the total count of contract documents and the count of documents pending review and signature.
Document Administrator: If you use this option, the left pane displays the administrators and the number of pending contract documents for each of them.

Document Status

Displays the status of documents as Pending Review or Pending Signature.

Select the Details icon to review the document details or sign the document.

For additional information on available functionality for reviewing documents and signing documents, see Signing External Documents and Reviewing and Collaborating on External Documents.

Supplier User: Use the Manage Deliverables tile to view the incomplete contract deliverables. The tile displays the total count of those deliverables.

Navigation:

Home > Supplier Secure Home Page > Manage Deliverables tile

Manage Deliverables Review Contract Deliverables page

By default, the Review Contract Deliverables page is displayed along with the deliverables count.

Field or Control	Description
Contract Agreement	Select the contract agreement link to view the Review Contract Deliverables – Review Agreement page. The page displays the changes to a contract agreement.
Verification Steps	Select the link to view the Review Contract Deliverables – Review Verification page. On the page, you can review the changes to the contract agreement verification steps.
Activity Status	Indicates if the Activity is Completed or Not Started.

Manage Deliverables Update Contract Deliverables page

Field or Control	Description
Contract Agreement	Select the Contract Agreement link to view the Update Contract Deliverables – Review agreement page. The page allows you to update the contract agreement.
Verification Steps	Select the Verification Steps link to view the Update Contract Deliverables – Update Verifications page, where you can update the contract agreement verification steps.
Activity Status	Indicates if the Activity is Completed or Not Started.

Using the Comprehensive Supplier Secure Portal in PeopleSoft Fluid User Interface

Page Used to Set Up My Preferences in the Comprehensive Supplier Secure Portal

My Preferences Page

Display Options

Purchase Order With Overdue Shipment

Purchase Order Acknowledgement

Notice of Intent to Award (NOIA)

Notice of Award (NOA) & Awarded Events

Pages Used to View the Comprehensive Supplier Secure Portal in the PeopleSoft Fluid User Interface

Common Elements Used in the PeopleSoft Fluid User Interface for Comprehensive Supplier Portal

Supplier Secure Home Page

Bidding Opportunities Page

Event Details Page

Bid Information

Bidder Response - General Information Page

General Questions

Bidder Response - Line Bid Page

Bidder Response - Review and Submit Page

General Questions (Step 1)

Line Bid (Step 2)

Bid Confirmation Page

Event Comments and Attachments Page

Advanced Shipping Notices Page

Quotes and POs Page

Quotes Page

Suppliers

Quotes

Purchase Orders Page

Receipts Page

Alerts Page

POs with Overdue Shipments Page

Overdue Schedules Page

Unacknowledged POs Page

PO Acknowledgements Page

Acknowledge PO Page

Secure Notice of Intent To Award Page

Awarded Events Page

Manage Contract documents Page

Manage Deliverables Page