FastFacts Feature Presentation

1. We are using audio during this session, so please dial in to our conference line… • Phone number: 877-322-9648 • Participant code: 182500 FastFactsFeature Presentation March 27th, 2008

2. Today’s Topic • We’ll be taking a look at… • Using HopkinsSelect eMarketplace to submit an order to Dell

3. Today’s Presenter • Dana HoganSourcing Specialist for the Johns Hopkins University

4. Session Segments • Presentation • Dana will show you how to create a Dell order with an E-Quote using eMarketplace. • During her presentation, your phone will be muted. • Q&A • After the presentation, we’ll hold a Q&A session. • We’ll open up the phone lines, and you’ll be able to ask questions. • Dana will answer as many of your questions as time allows.

5. Contact Us • If you would like to submit a question during the presentation or if you’re having technical difficulties, you can email us at: fastfacts@jhu.edu • You can also send us an instant message! • GoogleTalk – HopkinsFastFacts@gmail.com • AOL Instant Messenger – HopkinsFastFacts • MSN – FastFacts@jhu.edu

6. Survey • Survey • At the end of this FastFacts session, we’ll ask you to complete a short survey. • Your honest comments will help us to enhance and improve future FastFacts sessions.

7. Using HopkinsSelect eMarketplace to Submit an Order to Dell

8. Agenda Today we will cover … • How to create a Dell E-Quote • Creating a new Dell Premier Profile • Using an existing Dell Premier Profile • Creating a Dell E-Quote

9. Agenda Today we will cover … • Using the information from the E-Quote to create an order for Dell in eMarketplace • Shopping cart settings • Create an order for Dell • Using eMarketplace • Using the Dell eMarketplace catalog • Items in the shopping cart • Cost Assignment • Important information • Completing the Dell order • Shopping cart status

10. Agenda Today we will cover … • Approving the shopping cart • Processing a Goods Receipt

11. 1. How to Create a Dell E-Quote

12. Creating a New Dell Premier Profile Dell E-Quotes may be created using the Dell Premier Web site. No SAP Shopping Cart roles are required for the Dell Premier site. • Creating a new Dell Premier Profile • If you do not have a Dell Premier user profile, go to http://ssc.jhmi.edu/supplychain/secure/contract_list.html#computers and login with your JHED ID and Password. • Select Create a Quote under Dell Marketing.

13. Creating a New Dell Premier Profile • Enter required information and click Submit.

14. Using an Existing Dell Premier Profile Dell E-Quotes may be created using the Dell Premier Web site. No SAP Shopping Cart roles are required for the Dell Premier site. • Using an existing Dell Premier Profile • If you already have a Dell Premier user profile, go to http://premier.dell.com/. • Enter your E-mail address and Password and click Sign In.

15. Creating a Dell E-Quote • As you shop, click Add to Cart for each item you would like to save in an E-Quote.

16. Creating a Dell E-Quote • Once you have added all desired products to your cart, click Proceed to Cart & Checkout or click on My Cart.

17. Creating a Dell E-Quote • View the cart and click on Save as E-Quote.

18. Creating a Dell E-Quote • Finalize the E-Quote by completing all required fields (marked with an *asterisk). • Click Continue.

19. Creating a Dell E-Quote • To edit a saved E-Quote: • Retrieve the E-Quote. • Make changes to the product, quantity, or purchasing information that was saved in the original E-Quote. • To make changes to the product, click Adjust System to open the configuration page. • To make changes to the quantity, enter the quantity and click Update Total.

20. Creating a Dell E-Quote • To edit a saved E-Quote: • Save the changes made to your original E-Quote by clicking Save as new E-Quote. • The edited E-Quote will be saved as a new E-Quote referencing a new E-Quote number. • The original E-Quote is not changed by your edits and is not deleted unless you choose to do so in a separate process.

21. Creating a Dell E-Quote • Information for the SAP SRM Requisitioner: • E-Quote number • E-mail address on the E-Quote

22. Creating a Dell E-Quote • A Premier.Dell.com Shopping and Ordering Guide is available online.http://ssc.jhmi.edu/supplychain/guides/dell_premier_buyers_guide.pdf • Dell Account Team Representatives are also available to provide assistance.

23. Using the Information from the E-Quote to Create an Order for Dell in eMarketplace

24. The delivery information in the SRM Requisitioner’s Settings tab will be entered on the Purchase Order. Shopping Cart Settings

25. The Requisitioner should verify the delivery information for the Dell order. Address Data: Building Room Number Floor Internal mail (Enter thephone number that youwant the vendor to callif they have questions regarding the order.) Shopping Cart Settings

26. The Requisitioner should verify the delivery information for the Dell order. Attributes: The Delivery address is located in the Attributes drop-down. Shopping Cart Settings

27. A complete listing of ship-to address codes is available online.http://ssc.jhmi.edu/supplychain/shipto.html Use the paging options at the bottom, right corner to locate the address code for the Dell order. Shopping Cart Settings

28. Select the radio button to the left of your delivery address code. Click the Save button. Shopping Cart Settings

29. Click the Go Shopping tab at the top of the SAP portal screen. Click Shop Select HopkinsSelect eMarketplace Create an Order for Dell

30. First-time eMarketplace users should click Profile. Using eMarketplace

31. The following Profile information is required for first-time eMarketplace users. First Name Last Name Phone Number E-mail Address Using eMarketplace

32. Click Save to save your profile. Click product search to get to the Dell punch-out catalog. Using eMarketplace

33. Click the Dell logoto access the Dell punch-out catalog. Using the Dell eMarketplace Catalog

34. Click E-Quotes to access the E-Quote that was created in http://premier.dell.com. Using the Dell eMarketplace Catalog

35. Enter the E-mail address that is on the Dell E-Quote. Click Retrieve E-Quote. Using the Dell eMarketplace Catalog

36. Click on the E-Quote Number or click the button under Create Order Requisition for that E-Quote. Using the Dell eMarketplace Catalog

37. You may add itemsor change the quantities as needed. Click Create Order Requisition when the order is complete. Using the Dell eMarketplace Catalog

38. Shipping Information Click the radio buttonfor the preferreddelivery method. Click the radio buttonfor tax-exempt. Click the appropriatetrade complianceradio button for this order. Click Continue. Using the Dell eMarketplace Catalog

39. Verify and Submit Order Review the items on the order. Scroll to the bottomof the page. Click Submit Order Requisition. Using the Dell eMarketplace Catalog

40. Click Transfer Items to SAP Cart. Using the Dell eMarketplace Catalog

41. Items in Shopping Cart The Required on date defaults to the date the shopping cart is created. Change the delivery date to the date the items are expected to arrive. On item 1, click the Details button (magnifying glass) to enter the cost assignment information for the order. Items in the Shopping Cart

42. Click Cost Assignment to change the cost assignment information. Click Cost Distribution to charge multiple cost assignments. Cost distribution may be split by percentage, quantity, or value. Enter the cost assignment information for the line item. Cost Assignment

43. To copy the cost distribution from item 1 to all items in the shopping cart… Click Copy to Clipboard. Check the box for Change All Items in Document. Click Insert from Clipboard. Cost Assignment

44. Documents and Attachments Dell does not receive Vendor Text or Attachments with the electronically transmitted purchase orders. Supply Chain Shared Services does not see Internal Notes on Dell eMarketplace orders because the POs are transmitted directly to Dell after departmental approval. Important Information

45. Ship-To Address/Performance Location Do not type data in any of thefollowing fields on Dell Orders: Name (This is the placeholderfor the delivery address.) Other Name c/o (This field does not print on any POs.) Important Information

46. Additional Specifications - Optional Change the name of the cart in Name of Shopping Cart. Add a note to your Approver. The Notes for Approval are for your departmental Approver and are not seen by Supply Chain Shared Services. Completing the Dell Order

47. Click Check to check for errors. Yellow error messages are warning messages and will not stop the completion of the shopping cart. Orange messages must be corrected before the items may be ordered. Click Order to complete the shopping cart and send it to your departmental Approver. Completing the Dell Order

48. The Shopping Cart name and number will display. Completing the Dell Order

49. Click Go Shopping Check Status to view the status of the cart. Use various filter options available and click Start. Click the Details button (magnifying glass) on the item level of the document you wish to review. Shopping Cart Status

50. If the status in Follow-on Documents is Awaiting Approval, click Approval to see the Approvers for the order. Shopping Cart Status