PO FLIP USER GUIDE FOR SUPPLIERS
Contents
1. Enter e invoice details and click continue gt invoice header details VAT only invoice Supplier Name Development Dummy GBP Invoice Number Title Comments Invoice Date E3 dd mm yyyy Tax Point Date E dd mm yyyy Total Exdl VAT Total VAT Total Inc VAT Purchase Order Number HGLO0000443 VAT Reg No request change P select lines from purchase order Select lines from purchase order HGLO0000443 to be added to the e invoice Item 3 F PO Product Service PO Inv met ly v Line ooa J Manufacturer Description Qty Qty Unit Price iv 1 test estimate order 1 00 n a 250000 00 UOI m Show gross values H Total VAT Rate Cooken Custom VAT 250000 00 Standard 20 z 50000 00 Internet Protected Mode On a vy R125 v 15 33 13 11 2013 a m E e If you are submitting an invoice for the same amount as the purchase order please use the following steps All other fields can be left e Please ensure all invoice numbers are unique if you do not submit a unique invoice this will result in an error and you will not be able to process your invoice e Please choose the invoice date from the calendar icon located next to the invoice date box The invoice date can be inputted as todays date or a date in the past as long as it does not precede the purchase order date Future dates will not be accepted and will create an error message if inputted e The tax point date2. 250000 00 250000 00 Standard 20 50000 00 Unit Price UOI Total VAT Rate ra PO Item v Lin Manufacturer 5 ID Custom VAT add non purchase order lines to the e invoice PO Item Code k Bea ASS Job ID Manufacturer Description Quantity Unit Price UOI VAT Rate VAT ___ Standard 20 By quantity 7 ___ Standard 20 Lz By quantity 7 ___ Standard 20 E By quantity 7 204 non po ines to e invoice calculated totals F Total Ex VAT Total VAT Total Inc VAT 250000 00 50000 00 300000 00 recalculate totals continue Hama Crain Marblatnisaca wnc deuralannd and imniamantad hwu re Canurinht A INN A1 Onactiane Camman te Dlasca niun ne var fandhacl 7 Done Internet Protected Mode On fq vy Q15 v 09 16 14 11 2013 a h RPO To add an extra invoice line for items goods not currently included on the purchase order please complete the additional following steps e Leave PO line blank e Items code job ID and manufacturer field s needs to be completed If they are not relevant please type N A e Product service description should always be completed Complete quantity and unit price as applicable Click add non PO lines to an invoice once you have finished and then press recalculate totals Click continue and then submit you should then see a message stating e invoicing successfully created This message informs you that you
3. Flip and click the proved fosfayment view e invoices setup e invoicing h a a j request details change ome Grou waiting processin cai e money symbol with the green plus oo more sign Done Internet Protected Mode On fv 125 v 10 34 Be ie 8 y P amp I i1203 e oU gt yee M https homegroupp2p training egsgroup com idea invoicing manual jsf Documentld 675903 fe Favorites g S Suggested Sites v g Customize Links Web Slice Gallery v M Create Manual E Invoice Diane Self Approve UAT 3 POC A mn Mmarketplace home Administration Catalogue Orders E Invoicing hy gt C mh v Pagey Safetyy Toolky v TRAINING MyAccount Help Log Out home group Basket 0 Items Basket History Quick Ad Advanced Po Range BascPo Supplier Cassfiation Supper Visbity Contracts Awaking Recepting Catalogue Visbity Commitments Order Approval Deky Receipting Delay P e invoice header details VAT only invoice Supplier Name Invoice Number Title Comments Invoice Date Tax Point Date Received Date Total Excl VAT Tatal VAT Castle Carpets GBP CNOTE123 17 10 2013 dd mm yyyy 17 10 2013 dd mm yyyy 17 10 2013 dd mm yyyy date the invoice was received e Type in the credit note number NOT the previous invoice number otherwise this will create an error and you will not be able
4. PO FLIP USER GUIDE FOR SUPPLIERS Marketplace home Home Group s Purchase to Pay System Once you have been approved as a supplier on marketplace home you will receive a link to the system This will be sent to the customer service email address you have submitted on the supplier request form Please note this link is only valid for a 24 hour period Click on the link which will take you to the welcome log in screen You will be prompted to enter your user ID feoxxxxx and set a password Your password is required to be at least 8 characters long and must contain 1 capital letter and 1 number Once you have done these initial steps please use the following link to log into the marketplace home system for all future requirements https homegroupp2p egsgroup com idea useradmin login js Do not save the link contained within the welcome email for future use Each time you log into marketplace home you will be required to type in your user ID and password please see below 4 Welcome Please Lag In Windows l z im hipaa homegrewp pp egignupcenn ides uted nur logue ir Faraone Suygriked airs E Cuntanir Links E Web Shee Gallery BS gt IT Wacome to Home Group Mi Weleeme Pease Login X m 7 E Pager Safety Tools sid LWE Lag In home ay marketplace home group Enter your user name and password to anter the system UserID feosa245 Posword eseresea lioan Forgotten your padevord Gi
5. ck here Home Group Marketplace wes developed and implemented by f e13 Copyright 2002 2013 iD Internet Protected Mode On gt isn Once logged in you will be directed to the supplier portal home page You will now be able to see all orders raised against you orders that we have receipted orders you have invoiced against and also a quick links guide Welcome to Home Group Marketplac M https homegroupp2p training egsgroup com idea home index jsf ue Favorites B 5 Suggested Sites g Customize Links Web Slice Gallery v 88 X mM Welcome to Home Gro X m Welcome Please Log In Mavis Chanetsa a P O mp v Pager Safety Toos Supplier User Development Dummy TRAINING MyAccount Help Log Out A home ump marketplace home group Administration Catalogue E Invoicing New orders a re shown Hello Supplier User your last login was at 03 Oct 2013 14 06 15 Shows a pu rchase orders Inbox Purchase Order Request Number Search A here ame ry that have been receipted Purchase Order No Date Buyer Actions HGLO0000443 15 11 2012 9 59AM Malcolm McBride Dev Requester Home Scotland Major Projects 200 lt a B amp Receipted Orders by H ome G rou p HGLOO000508 Malcolm McBride Dev Requester HGL Major more Projects 100 ieee 0 HGLO0000474 Adam Self Approve UAT 3 POC gt ain nata Type caer HGLO0000453 Malcolm McBride De
6. down of the invoice You are able to do this at the very last stage after you have been advised e invoice e Invoicing Status indo ternet Ex sical octal h M https homegroupp2p training egsgroup com idea invoicing order_invoice_list jsf Documentid 668516 amp message E invoice successfully created S i ge Favorites sf S Suggested Sites Customize Links Web Slice Gallery v fh D h Pager Safety Toos y m e Invoicing Status Diane Self Approve UAT 3 POC TRAINING MyAccount Help Log Out A marketplace home Boms Home Administration Catalogue E Invoicing Reports Basket 0 Items Basket History Quick Add Quick Order Order Forms Approval Purchase Orders Receinting Provisional Receipts Po Variation Audit E invoice successfully created Below are the e invoices for order HGLO0000526 Invoice Number Invoice Date Source Format Invoice Status Actions KITest123 25 Jun 2013 Buyer PO Flip pending acceptance ip DT1311 14 Nov 2013 Buyer PO Flip pending acceptance gL 4m To add ima ge to your PO create manual invoice flip click the green arrow and download image Home Group Marketplace was developed and implemented by regs Copyright 2002 2013 Questions Comments Please give us your feedback Internet Protected Mode On gy 125 HOO Vo 14 11 2013 How to raise a credit note Welcome to Home Group Ma etplace Windows Inter C ee o
7. e Google pr M https homegroupp2p training egsgroup com idea home index jsf g Favorites g S Suggested Sites v g Customize Links Web Slice Gallery v T E gt A aa v Pagey Safetyy Tools R M Welcome to Home Group Marketplace Supplier User Development Dummy TRAINING MyAccount Help Log Out am marketplace home Boms Administration Catalogue E Invoicing Hello Supplier User your last login was at 03 Oct 2013 14 06 15 Inbox New Orders 1 search HGLO0000443 15 11 2012 9 59AM Malcolm McBride Dev Requester Home Scotland Major Projects 200 m HGL00000508 Malcolm McBride Dev Requester HGL Major B R more Projects 100 User Requests 0 HGLO0000474 Adam Self Approve UAT 3 POC amp Raguet No Data ne HGL00000453 Malcolm McBride Dev Requgse f HGDL Major E Latest E Invoices Projects 400 Invoice Number Buyer Organisation PO Number Invoice Date Origine Format Status HGLOG000452 Adam Self Appset Home Scotland Major B R dt012 Home Group TEST HGL00000448 26 09 2013 Upplier PO Flip awaiting processing Projects 260 HGL00000448 Mgledfm McBride Dev Requester Home Scotland R Major Projects 200 credt note 1 Home Group waiting processing mors ki45757 Home Group Find the PO as if you were going waiting processing Quick Links T view quote requests view orders 87878978 Home Group to create a PO
8. e order The Home screen will only show you the 5 most recent purchase order raised If the order you are searching for is older than this please follow the below steps Welcome to Home Group jarketp lla p terne orer provided by H Ee oro M https homegroupp2p training egsgroup com idea home index jst ve Favorites sis S Suggested Sites v Customize Links Web Slice Gallery v M Welcome to Home Group Marketplace fp Y gt O mp v Pager Safetyy Toolsv 7 Supplier User Development Dummy TRAINING MyAccount Help Log Out n ii marketplace home Administration Catalogue E Invoicing Please type in the purchase order Hello Supplier User your last login was at 14 Nov 2013 09 15 52 Tbox Purchase Order Request Number Search number in the blank field and click New Orders 1 search HGL0000555 search Purchase Order No Date Buyer Actions searc h HGLO0000443 15 11 2012 9 59AM Malcolm McBride Dey Requester Home Scotland Major Projects 200 ss Receipted Orders HGL00000508 Malcolm McBride Dev Requester HGL Major L more User Requests 0 HGL00000474 Adam Self Approve UAT 3 POC Kz R O R Request No Date Type Buyer gt HGL00000453 Malcolm McBride Dev Requester HGDL Major Latest E Invoices Projects 400 Invoice Number Buyer Organisation PO Number voice Date Original Format Status HGL00000452 Adam Self Approve Home Scotland Major
9. have created the invoice successfully Create Manual E Invoice Winde OO M https homegroupp2p training egsgroup com idea invoicing manual jst Documentld 655320 nng pry vy Favorites re Suggested Sites v Customize Links Web Slice Gallery v M Create Manual E Invoice e ag gt mm v Pager Safety Toos VAT Reg No request change p select lines from purchase order Select lines from purchase order HGLO0000443 to be added to the e invoice F Show gross values L Item r EF PO Product Service PO Inv ER Calculated v Line iangat Manufacturer Description Qty Qty Unit Price UOI Total VAT Rate VAT Custom VAT 7 1 test estimate order 1 00 n a 250000 00 250000 00 Standard 20 z 50000 00 add non purchase order lines to the e invoice PO Item Code Job ID es Manufacturer Unit Price UOI VAT Rate i Standard 20 By quantity Standard 20 By quantity Standard 20 add non po lines to e invoice calculated totals m Total Ex VAT Total VAT Total Inc VAT 250000 00 50000 00 300000 00 recalculate totals continue Internet Protected Mode On fg vy 125 v h 0 iin 14 11 2013 To add an image copy of the invoice to the PO flip please complete the following steps You can add an image to the PO flip if you require the requistioner to have additional information for example a quote or further break
10. is ticked Once you have clicked update you will now be able to PO flip all future invoices Please note this is a one off step you will not need to do this every time you log into the system How to create a PO flip invoice Find the Purchase order you would like to raise an invoice against and click on the icon with the green plus sign BB Googie P2 5 Welcome to Home Group Marketplace indows Inter M https homegroupp2p training egsgroup com idea home index jsf fp Favorites g S Suggested Sites v g Customize Links Web Slice Gallery v th A A v Page v Safety v Tools v oS M Welcome to Home Gro X M Welcome Please Log In Supplier User Development Dummy TRAINING MyAccount Help Log Out A ug Mmarketplace home To add a PO flip invoice please click aa the icon with a green plus Administration Catalogue E Invoicing Hello Supplier User your last login was at 03 Oct 2013 14 06 15 Inbox Purchase Order Request Number Search r New Orders 1 lt r Purchase Order No Date Buyer Actions HGLO0000443 15 11 2012 9 59AM Malcolm McBride Dev Requester Home Scotland Major Projects 200 e Receipted Orders HGL00000508 Malcolm McBride Dev Requester HGL Major fy R more Projects 100 tad User Requests 0 HGLO0000474 Adam Self Approve UAT 3 POC B R iii Yi Y HGL00000453 Malcolm McB
11. is usually inputted the same as the invoice date e Complete the fields total excl VAT VAT and total incl VAT with the correct totals These totals will usually match the values quoted on the purchase order e Click continue and then submit you should then see a message stating e invoicing successfully created This message informs you that you have created the invoice successfully If you wish to invoice for a different amount from the purchase order please follow the above steps and additional steps below e Please tick the line you wish to invoice against under select line from purchase order and overtype the amount in the unit price box with the amount you wish to invoice against and select recalculate total continue and submit you should then see a message stating e invoicing successfully created This message informs you that you have created the invoice successfully Create Manual E Invoice Windows Internet Explorer provided by Home Group Lte gO M https homegroupp2p training egsgroup com idea invoicing manual jst Documentld 655320 v 4 A ve Favorites ed Suggested Sites Customize Links Web Slice Gallery v M Create Manual E Invoice VAT Reg No request change P select lines from purchase order Select lines from purchase order HGLO0000443 to be added to the e invoice Show gross values F Product Service Description F test estimate order
12. nder enabled and click update E Manage e Invoicing Windows Home Group Sn T v M https homegroupp2p training egsgroup com idea useradmin vendoreinvoicingsetup jsp useServerSideP arams ue Favorites sis S Suggested Sites Customize Links Web Slice Gallery v a9 M Manage e Invoicing x im Welcome Please Log In E Mavis Chanetsa fh wp v Pager Safetyy Toos Supplier User Development Dummy TRAINING MyAccount Help Log Out 5 marketplace home Bons Administration Catalogue E Invoicing Profiles E Invoicing Setup E invoicing is currently enabled Click change this will change Please note the e invoicing from disabled If the buying organisation HAS already elected to allow e invoicing with you Enabled by Buyer Yes then ticking the Enabled checkbox means that you can immediately start submitting e t b d invoices to the corresponding buying organisation O e n a e If the buying organisation HAS NOT yet elected to allow e invoicing Enabled by Buyer No then ticking the Enabled checkbox means that you as the supplier is electing to enter your own e invoices but this will only be possible after the corresponding buying organisation has also elected to allow e invoicing with you Listed below are buying organisations available for e invoicing Organisation Name Enabled by Buyer Enabled Home Group TEST Yes v Make sure the enabled box
13. ride Dev Requester HGDL Major Latest E Invoices Projects 400 Invoice Number Buyer Organisation PO Number Invoice Date Original Format Status HGLOG000452 Adam Self Approve Home Scotland Major R dto12 Home Group TEST HGLo0000448 26 09 2013 Supplier PO Flip awaiting processing Projects 200 HGLO0000448 Malcolm McBride Dev Requester Home Scotland R Major Projects 200 credt note 1 Home Group TEST HGLO0000444 01 07 2013 Supplier PO Flip awaiting processing more ki45757 Home Group TEST HGL00000444 26 06 2013 Supplier PO Flip awaiting processing Quick Links zi view quote requests view orders 87878978 Home Group TEST HGL00000508 07 03 2013 Buyer PO Flip approved for payment view e invoices setup e invoicing we request details change haga Home Group TEST HGL00000474 13 12 2012 Supplier PO Flip awaiting processing more Done Internet Protected Mode On f3 v 125 14 44 a e E ToO 13 11 2013 Once you have clicked on the icon with the green plus you will be directed to the below screen Only the fields in red need to be completed blank or completed if you wish to add additional information Create Manual E E T en a M https homegroupp2p training egsgroup com idea ng manual jsf Documentid 655320 Ue Favorites en Suggested Sites g Customize Links Web Slice Gallery v 58 1 Create Manual E Invoice X PMD Wiki AXA employee fh Bl E mm Pagey Safety Toos 7
14. test2 Home Group TEST HGL00000443 14 11 20 Supplier PO Flip awaiting processing Projects 200 CI iC k t h e more icon an d searc h fo r HGL00000448 Malcolm McBride Dev Requester Home Scotland R Major Projects 200 dt012 Home Group TEST HGLO0000448 26 09 2013 Supplier PO Flip a essing A aeni more the month the order was raised credt note Home Group TEST HGL00000444 01 07 2013 Supplier PO Flip awaiting processing Quick Links a Pr E B ia bi e view quote requests view orders ki45757 Home Group TEST HGL00000444 26 06 2013 Supplier PO Flip awaiting processing view e invoices setup e invoicing request details change 87878978 HGLOO000508 Buyer PO Flip approved for payment more Home Group TEST 07 03 2013 Internet Protected Mode On Tt a x 10 52 a m FO 19 11 2013 a 125 Please note Goods and Services should only be provided to Home Group if an official purchase order number is quoted The valid purchase order format is HGLXXXXXXXX where x indicates a number If you have any questions require additional support or information on this process Please contact the Procurement team on 0191 290 7637 If you have any payment queries please contact the Accounts Payable department on 0845 155 0384 option 2
15. to proceed Create Manual E Invoice M https homegroupp2p training egsgroup com idea invoicing manual jsf Documentld 575903 2 ve Favorites sis S Suggested Sites v Customize Links Web Slice Gallery v M Create Manual E Invoice Invoice Date 17 10 2013 E Tax Point Date iiA E Type in the amount you would dd mm yyyy a e Received Date 17 10 2013 E date the invoice was received like to raise a credit against dd mm yyyy Total Exc VAT 200 remember to place a minus sign in Total VAT 40 Total Inc VAT 240 front of the value Purchase Order Number HGLO0000543 VAT Reg No 875593568 gt select lines from purchase order Select lines from purchase order HGLO0000543 to be added to the e invoice Show cae vakies FJ i ee code Manufacturer jj laes ay Unit Price UOI Total VAT Rate sarc Custom VAT F 1 credit demo 1 1 200 00 Each 200 00 Standard 20 40 00 gt add non purchase order lines to the e invore mell eD Manufacturer Description Lantity Unit Price UOT VAT Rate vat Ensure this line is ticked and Standard 20 E Bygas O depending on how the order was E Standarat26 By quantity raised place a minus in front of E Standard 20 By quantity gt the amount or qty PERE EEE Click re calculate totals and then Do a AU i ee continue and submit can t find the Purchas
16. v Requester HGDL Major E Latest E Invoices Projects 400 Invoice Number Buyer Organisation PO Number Invoice Date Original Format Status HGLO0000452 Adam Self Approve Home Scotland Major R dto12 Home Group TEST HGL00000448 26 09 2013 Supplier PO Flip awaiting processing Projects 200 HGL00000448 Malcolm McBride Dev Requester Home Scotland R Major Projects 200 credt note 1 Home Group TEST HGLO0000444 01 07 2013 Supplier PO Flip awaiting processing more ki45757 Home Group TEST HGL00000444 26 06 2013 Supplier PO Flip awaiting processing Quick Links view quote requests view orders 87878978 Home Group TEST HGLOO000508 07 03 2013 Buyer PO Flip approved for payment view e invoices setup e invoicing Pa y request details change haga Home Group TEST HGL00000474 13 12 2012 Supplier PO Flip awaiting processing more Done Internet Protected Mode On This is the quick links section You will mm r s 7 This section shows invoices you need to access the set up e invoicing of have already submitted this section to activate the PO flip functionality Please see below steps to activate the PO flip function How to set up PO flip Once you have selected set up e invoicing as instructed in the above step you will need to click the button highlighted change this should change the e invoicing from disabled to enabled You will also need to tick the box u
Download Pdf Manuals
Related Search