Occidental Petroleum Corporation · NYSE:OXY
Occidental Petroleum — Conference Presentation (2014)
36 slides from Occidental Petroleum's conference presentation, Oct 21, 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: 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 8: 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 9: 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 10: Functionality: How to access the iSupplier Portal
iSupplier Portal Supplier Training Webinar • Functionality: – How to access the iSupplier Portal (Webpage/Email Notifications) 10
Slide 11: 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 11
Slide 12: 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 12
Slide 13: How to access the iSupplier Portal via the webpage (continued)
How to access the iSupplier Portal via the webpage (continued) 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 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 15
Slide 16: 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 16
Slide 17: 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 17
Slide 18: Functionality: How to view and accept purchasing documents
iSupplier Portal Supplier Training Webinar • Functionality: – How to view and accept purchasing documents (GBPA/SPO) 18
Slide 19: Functionality: How to create/submit supplier charges
iSupplier Portal Supplier Training Webinar • Functionality: – How to create/submit supplier charges (Invoices/Field Tickets) 19
Slide 20: How to Create Supplier Charges
How to Create Supplier Charges • To create Supplier Charges, suppliers will use – Invoicing information provided by the Oxy Representative (Agreement Number, Business Unit, Project Number, etc.) • Who requested or supervised the delivering of services and/or materials – Materials and services receip
Slide 21: How to Create Supplier Charges
How to Create Supplier Charges • Supplier charges: – Contains PO Line types from supplier price book • Supplier Charges Types: Field Ticket and Invoices – Field Tickets: • Submit if your field ticket is going to become the invoice, by confirming the field ticket Oxy is approving the invoice • No add
Slide 22: Process Overview – Supplier Charges
Process Overview – Supplier Charges (Applies to Executed Valid Contract that are already in place) Supplier Creates and Oxy Confirms or Link to GBPA Pricing Supplier performs Submits Supplier Rejects the Supplier work at site Charges (Field Ticket Charges or Invoice) Notification sent Supplier Charg
Slide 23: Functionality: How to create/submit SPO matched invoices
iSupplier Portal Supplier Training Webinar • Functionality: – How to create/submit SPO matched invoices 23
Slide 24: Functionality: How to create/submit credit memos
iSupplier Portal Supplier Training Webinar • Functionality: – How to create/submit credit memos 24
Slide 25: 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 26: Functionality: How to view invoices and payments
iSupplier Portal Supplier Training Webinar • Funtionality: – How to view invoices and payments 26
Slide 27: How to View Invoices and Payments
How to View Invoices and Payments 27
Slide 28: 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 29: 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 30: View Payments
View Payments Payment Details: PO Number Details: 30
Slide 31: Conclusion
Conclusion • How to Access the iSupplier Portal • How to View and Accept Purchasing Documents • How to Create and Submit Supplier charges (Invoices/Field Tickets) • How to Create and Submit SPO Matched Invoices • How to Create and Submit Credit Memos • How to View Invoices and Payments 31
Slide 32: Additional Support
Additional Support • Support – Supplier Webpage – Supplier Help Desk 32
Slide 33: 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 34: 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 35: Occidental Petroleum Corporation
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