Occidental Petroleum Corporation · NYSE:OXY
Occidental Petroleum — Conference Presentation (2014)
33 slides from Occidental Petroleum's conference presentation, 2014
Slide 1: iSupplier Portal Supplier Training Webinar
iSupplier Portal Supplier Training Webinar Occidental Petroleum Corporation ■ iSupplier Supplier Training Webinar ■ 2014 1
Slide 2: Welcome to the iSupplier Portal Supplier Training Webinar
Welcome to the iSupplier Portal Supplier Training Webinar • Overview – Purchasing Document Types (GBPA/SPO) – Purchasing Document Line Types – Price Breaks • Portal Functionalities – How to access the iSupplier Portal (Webpage/Email Notifications) – How to view and accept purchasing documents (GBPA/
Slide 3: Overview – Purchasing Document Types
Overview – Purchasing Document Types • Overview – Purchasing Document Types (GBPA/SPO) – Purchasing Document Line Types – Price Breaks 3
Slide 4: Overview – Purchasing Document Types
Overview – Purchasing Document Types • Global Blanket Purchase Agreement (GBPA) • Standard Purchase Order (SPO) 4
Slide 5: Global Blanket Purchase Agreement (GBPA)
Global Blanket Purchase Agreement (GBPA) – Used to execute Statement of Commercial Terms of Master Agreements or stand alone contracts – Allow better managing of supplier price books – Oxy can create Standard Purchase Orders (SPO) against the GBPAs to request materials or services. • Supplier can th
Slide 6: Standard Purchase Agreement (SPO)
Standard Purchase Agreement (SPO) – Used as a stand alone agreement for one-time purchases of materials or services when the description of the goods/services, pricing, quantities and delivery schedule are known. – Used to order against Global Blanket or Contract Purchasing Agreement. SPO lines may
Slide 7: Process Overview – Purchasing Document
Process Overview – Purchasing Document Purchasing Supplier Negotiate Receives Document Pricing Notification Created (Via E-mail (GCPA/GBPA/SPO) and iSupplier Portal) Purchasing Yes Acknowledgement Document SPO? Required No Agreement Active 7
Slide 8: Overview – PO Line Types
Overview – PO Line Types • Goods – Material item description, UOM/Rate are populated in price book. • Services – Service item description, UOM/Rate are populated in price book. • Amount Based Services – Services items, total amount is known (lump sum), quantity field is used as the “amount field”. U
Slide 9: Overview – PO Lines Types (continued)
Overview – PO Lines Types (continued) • 3rd Party – Services/Materials provided by a 3rd party(subcontractor). Not specifically defined in the price book • Reimbursable – Expenses to be reimbursed based on an expense report. Not specifically defined in the price book • Sales Tax – Sales tax • Tax Ot
Slide 10: Overview – Price Breaks
Overview – Price Breaks • Price Breaks: Some PO Line items will contain Price Breaks. Price breaks occur whenever the GBPA contains complex pricing for the supplier charges submitted – Price breaks can be a Service, Goods or Price on Demand PO Line type – The price is determined by either the quanti
Slide 11: Functionality: How to access the iSupplier Portal
iSupplier Portal Supplier Training Webinar • Functionality: – How to access the iSupplier Portal (Webpage/Email Notifications) 11
Slide 12: How to access the iSupplier Portal (Email notifications/ Webpage)
How to access the iSupplier Portal (Email notifications/ Webpage) • Supplier can access the iSupplier Portal via: – Webpage – Email Notifications 12
Slide 13: How to access the iSupplier Portal via the webpage
How to access the iSupplier Portal via the webpage • Suppliers can access the iSupplier Supplier Webpage by going to www.oxy.com, or • To directly access the iSupplier Portal Login Screen, enter the following link in the address bar: http://oxysupplier.oxy.com/OA_HTML/AppsLocalLogin.jsp 13
Slide 14: How to access the iSupplier Portal via the webpage (continued)
How to access the iSupplier Portal via the webpage (continued) 14
Slide 15: How to access the iSupplier Portal via the webpage (continued)
How to access the iSupplier Portal via the webpage (continued) 15
Slide 16: How to access the iSupplier Portal via the email notification
How to access the iSupplier Portal via the email notification. • An email Notification will inform the Supplier that they can review the Purchasing Document or may require that they electronically accept or reject the Purchasing Document within the portal – Action Required – No Action Required 16
Slide 17: How to access the iSupplier Portal via the email notification
How to access the iSupplier Portal via the email notification. • For GBPAs a Review notification is sent the Supplier 17
Slide 18: How to access the iSupplier Portal via the email notification (continued)
How to access the iSupplier Portal via the email notification (continued) • For SPOs, suppliers must accept the purchasing document and will receive an email notification to take action 18
Slide 19: How to view and accept purchasing documents (GBPA/SPO)
iSupplier Portal Supplier Training Webinar • Functionality: – How to view and accept purchasing documents (GBPA/SPO) 19
Slide 20: How to create/submit SPO matched invoices
iSupplier Portal Supplier Training Webinar • Functionality: – How to create/submit SPO matched invoices 20
Slide 21: How to create/submit credit memos
iSupplier Portal Supplier Training Webinar • Functionality: – How to create/submit credit memos 21
Slide 22: How to Create a Credit Memo
How to Create a Credit Memo • Reasons to submit a credit memo – Overpayment – Billing Errors – Unused Material • Key points – – All required fields must be completed (denoted with *) – Not related to any contract or GBPA – Can be submitted at any time – Once submitted, cannot be modified – Attachmen
Slide 23: How to view invoices and payments
iSupplier Portal Supplier Training Webinar • Funtionality: – How to view invoices and payments 23
Slide 24: How to View Invoices and Payments
How to View Invoices and Payments 24
Slide 25: View Invoices
View In voices iSupplier Portal —=, oxy 4 i q Home | Orders | Shipments | Finance J Product | Suppliers Create Invoices | View Invoices | View Payments View Invoices ‘Simple Search To search, please enter at least one of the following search criteria: Invoice Number, Supplier ‘Advanced Search Invoic
Slide 26: View Payments
View Payments — OXY = isupplier Portal Home | Orders | Shipments | Finance | Product | Suppliers Create Invoices | View Invoices | View Payments View Payments ‘Simple Search To search, please enter at least one of the following search criteria: Payment Number, Supplier Advanced Search Payment Number
Slide 27: View Payments
View Payments Payment Details: PO Number Details: 27
Slide 28: Conclusion
Conclusion • How to Access the iSupplier Portal • How to View and Accept Purchasing Documents • How to Create and Submit SPO Matched Invoices • How to Create and Submit Credit Memos • How to View Invoices and Payments 28
Slide 29: Additional Support
Additional Support • Support – Supplier Webpage – Supplier Help Desk 29
Slide 30: Support
Support • Supplier Webpage – www.oxy.com (Direct link http://isuppliersupport.oxy.com) • iSupplier Portal access • iSupplier Portal User Guides – i.e. How to Submit Supplier Charges • Access to Supplier Help Desk - USA – Able to submit a web-form help ticket (Available 24 hours a day to receive requ
Slide 31: Supplier User Guides
Supplier User Guides Transactions Supplier Key Action User Guide Links at the Supplier Webpage Purchasing Document View Purchasing Documents (Purchase http://oxy.com/OurBusinesses/OilAndGas/D Orders, Services Orders, Contracts, Master BWU/Documents/iSupplier%20User%20Gu Services Agreements, etc.); a
Slide 32: Occidental Petroleum Corporation
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