GEtServices

1. GEtServices Services Training For SuppliersDirect Orders

2. Supplier Requester Requester Overall GEtServices Process Oracle Oracle iProcurement Oracle iProcurement For Payment Approval Punch-Out GEtServices Create Order (Draft) Check Out Order for Approval Approve Receipts Active Order Auto Approved Invoices Submit Receipts Accept Order (Draft)

3. Table of Contents • Adding Consultants • Review and Accept Draft Order • Submit Receipts • Audit Trail and Conferencing • Add Supplier User (Admin Only) • Modify Supplier User (Admin Only) • Consolidate Email Notifications

4. Login to GEtServices http://getservices.gesupplier.com

5. Supplier Services Tasks: Step 1 Accept Draft Order 1 Review Draft Order, modify and return to GE or Accept Submit Receipt 2 Submit Receipts for completed services

6. General • Details • Order Name • Description • Start and End Dates • Supplier • File Attachments Content Order Items • SOW • File Attachments • Services • Upon Delivery • Fixed Date • Recurring Payment What is a Direct Order? A Direct Order is sent by a GE user to a single supplier for their review and acceptance.

7. Adding Consultants * A consultant needs to be added to the order if he/she has been issued a SSO ID and GE badge * If a supplier does not need to add a consultant, please proceed to slide 16

8. Adding Consultants Access “Submitted Draft Order” from Message Center or select “Order” from top menu and then ”Order Name”

9. Adding Consultants Click “Order Items”

10. AddingConsultants Click “Contingent Staff”

11. AddingConsultants Click “Add Ad Hoc Candidate”

12. AddingConsultants Enter Required Information To track consultants, the supplier user must select “Consultant” in the “Candidate Type Information” section Click “Next”

13. AddingConsultants Enter Required Information Click “Next”

14. AddingConsultants Review and click “Finish”

15. AddingConsultants “Send to Buyer for Review” Consultant can be deleted from the order by clicking “Remove” Review items and make changes where necessary Information updated. Repeat process to add additional consultants

16. Review and Accept Draft Order

17. Review and Accept Draft Order Access “Submitted Draft Order” from Message Center or select “Order” from top menu and then ”Order Name”

18. Review and Accept Draft Order Click “Accept Draft Order” NOTE: Order can be forwarded to a different registered contact Review items and make changes where necessary

19. Review and Accept Draft Order Click “OK”

20. Review and Accept Draft Order Status updates to “Supplier Accepted Draft”

21. Supplier Services Tasks: Step 2 Accept Draft Order 1 Review Draft Order, modify and return to GE or Accept Submit Receipt 2 Submit Receipts for completed services

22. Submit Receipts Access “Active Order” from Message Center or select “Orders” from top menu and then “Order Name”

23. Submit Receipts Click “Receipts”

24. Submit Receipts Click “Enter Receipts”

25. Submit Receipts Click “Enter Receipt Details” Select the order line item that you wish to submit a receipt for

26. Submit Receipts Enter Required Information When entering the receipt amount, DO NOT include tax Click “Save” It is the supplier's responsibility to ensure that the appropriate detailed comments and necessary attachments (i.e. scanned documents, images, Word documents, etc.) are provided to fully support the receipt being approved. If the documentation is not sufficient, the GE Approver will decline the receipt.

27. Submit Receipts Repeat the process and add as many receipts as needed

28. Submit Receipts Receipts will stay in “Draft” status until submitted for approval Review and click “Submit for Approval”

29. Receipts Submitted Note: Receipt status updates to “Pending Approval”

30. Audit Trail View changes / actions performed on the order. Conferencing Centralized messaging forum for team members and/or suppliers.

31. Audit Trail A user can click “Audit Trail” to see changes / actions performed on the order

32. Conferencing A user can click “Conferencing” to centralize a messaging forum with team members and/or suppliers for all to view

33. Add Supplier User

34. Add Supplier User Access “User Management”’ from System Set Up

35. Add Supplier User Click “Create Supplier User”

36. Add Supplier User Enter Required Information Note: Administrative Permission gives users access to “User Management” and “Candidate Management” Click “Save”

37. Supplier User Added Click “Edit” to modify Note: Locations assigned will determine access to Requests and Orders

38. Modify Supplier UserChange Primary Contact

39. Modify Supplier User Access “User Management”’ from System Set Up

40. Modify Supplier User Click “Employee Name”

41. Modify Supplier User Click “Edit”

42. Modify Supplier User Modify information as needed Note: Administrative Permission gives users access to “User Management” and “Candidate Management” Place a check in the “Primary Contact” box to make this user the Primary Contact Click “Save”

43. Consolidate Email Notifications

44. Consolidate Email Notifications Access “User Profile”’ from System Set Up

45. Consolidate Email Notifications Click “Edit”

46. Consolidate Email Notifications Click “Consolidated” Enter Required Information\ Click “Save” Email Notifications are only to be set to “ON” or “CONSOLIDATED”. Do not select “OFF”.

47. Consolidate Email Notifications Information Updated