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Services Procurement Overview January 2012

Services Procurement Overview January 2012. Session Purpose. Provide an overview of the professional services procurement processes and the Services Procurement (“ sPro ”) system. Review changes being introduced with the upgrade: Supplier Portal Supplier Invoicing.

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Services Procurement Overview January 2012

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  1. Services Procurement OverviewJanuary 2012

  2. Session Purpose • Provide an overview of the professional services procurement processes and the Services Procurement (“sPro”) system. • Review changes being introduced with the upgrade: • Supplier Portal • Supplier Invoicing Proprietary & Confidential

  3. Step #1 Finalize SOW (Suppliers Point of View) Release & Password E-Mails 1. Finalize SOW 2. New Vendor 3. Complete New Vendor Forms Yes Supplier Nesutar POC Accounts.payable @neustar.biz 4. Setup Vendor Neustar AP 5. Release Work Order Neustar Procurement Proprietary & Confidential

  4. Work Order Release Email Proprietary & Confidential

  5. Password Email Proprietary & Confidential

  6. Step #2: Record Transactions 1. Enter Transactions Service Provider No 3. Approve? sPro Transaction Approver 2. Review Transactions Yes 4. Create Invoice Supplier Invoicer No 6. Approve? Supplier Invoice Approver 5. Review Invoice No Yes Yes – Pay Vendor 8. Approve? 7. Review Invoice Procure- Ment & AP Proprietary & Confidential

  7. Supplier Portal Proprietary & Confidential

  8. sPro Web Portal sPro Web Portal • The new sPro Web Portal gives vendors access to sPro Training, required forms, and FAQs • http://www.neustar.biz/support/spro/welcome Proprietary & Confidential

  9. SupplierInvoicing Proprietary & Confidential

  10. Invoice Entry Overview • Neustar uses a PeopleSoft application known as Services Procurement (“sPro”) to track contractor time, expenses, progress logs and invoice approved transaction • It is YOUR responsibility to: • Accurately create your invoices in sPro based on approved timesheets, expense reports, and progress logs • Review any rejected invoices, resolve the issues, and re-submit the invoice for approval Proprietary & Confidential

  11. Supplier Invoicing Current Process: • Neustar automatically creates invoices on Supplier’s behalf based on the approved transactions (e.g. timesheets, expense reports and progress logs) • Many suppliers have expressed concern that the current process does not allow them to control: • How many invoices are created • When invoices are created • Which transactions are placed on which invoices Proprietary & Confidential

  12. Supplier Invoicing Vendor Internal Approval Process Approvals Neustar Approves Invoice Vendor Creates Invoice New Process: • Invoices will be generated by the supplier Invoice Manager. • The new interface for creating invoices will now display a “Qualifying Transactions” section, with drill-back capability * Invoice Manager – Person who is delegated by the company to create invoices in PS Services Procurement. All users with the Provider Contacts access have ability to generate invoices Proprietary & Confidential

  13. Step #1: Access to Services Procurement PS module You can access sPro one of two ways: Through Supplier Portal http://www.neustar.biz/support/spro/welcome - click on the Create Invoices link. 2. Navigating to the URL directly at: https://spro.neustar.biz/psp/spro/?cmd=login&errorCode=105&languageCd=ENG Proprietary & Confidential

  14. Step #2: Log into sPro Enter your User Name and Password in the PeopleSoft login screen and click Sign In (not shown in the graphic below). Enter your user id and password 1 2 Press Sign In Proprietary & Confidential

  15. Step #3: Navigate to the Manage Invoice Page Note: If you clicked on the Create Invoice from our supplier portal, you do not need to do this step as you will be taken to the Create Invoice page automatically. Click on Manage Invoices 2 1 Click on Services Procurement Proprietary & Confidential

  16. Step #4a: Create new Invoice – Manage Invoice Screen Manage Invoice screen allows users to create new invoices Search existing invoices 1 2 1 2 Proprietary & Confidential

  17. Step #4b: Create new Invoice – Selecting Business Unit After navigating to the Manage Invoice page, select your Business Unit from the List of Values and then click the ‘Add’ button The Qualified Transactions section will show all transactions that are ready to be invoiced 1 2 1 Business Unit: Use the Magnifying Glass icon to search available Business Units, once selected, click ‘Add’ to continue 2 Transactions ready for Invoicing: This section will show all transactions that are either Approved/Ready to be invoiced or Pending Approval The Business Unit listed here can be entered in the Add New Invoice section above Proprietary & Confidential

  18. Step #4c: Create new Invoice – Creating new Invoice Select what type of Invoice you are creating (Timesheets or Progress Logs) Click ‘Save’ to continue 1 2 1 Select Timesheets or Progress Logs Click Save to Continue 2 Proprietary & Confidential

  19. Step #4d: Create new Invoice – Creating new Invoice The Add Lines to Invoice screen will open. This will provide an overview of the invoice, as well as display any transactions that can be invoiced. 1 Select Lines This section will show all transactions for the invoice type you selected (timesheet or progress logs) 1 Proprietary & Confidential

  20. Step #4e: Create new Invoice– Adding lines to the Invoice Select lines for invoicing this can include both Timesheets (or Progress Logs) and Expenses Then select ‘Add Selected Line(s)’ 1 2 Select Lines You can select individual lines or select the Select/Deselect All option 1 Creating the Invoice. Click Add Selected Lines to create the invoice 2 Proprietary & Confidential

  21. Step #4f: Create new Invoice– Confirmation of Line selection Click ‘OK’ to continue This will save the lines to an Invoice 1 1 Confirmation Required. Click ‘OK’ to continue -OR- Click ‘Cancel” to return to the previous screen Proprietary & Confidential

  22. Step #4g: Create new Invoice– Submitting the Invoice Review the estimated invoice total When ready to submit, select the invoice(s) and click the ‘Submit’ button Lines can also be deleted by selecting the line and clicking the ‘Delete’ button 1 2 3 Estimated Invoice Total This area displays a running total of the estimated totals of the lines. If new lines were added, the total would reflect the chances Submitting the Invoice. Select the lines to submit (or use the ‘Select/Deselect All’ option) and click ‘Submit’ 1 2 Deleting Lines. To delete a line, select the line and click the ‘Delete’ button 3 Proprietary & Confidential

  23. Step #4h: Create new Invoice– Confirm Submission Click ‘OK’ to continue This will submit the Invoice 1 1 Confirmation Required. Click ‘OK’ to continue -OR- Click ‘Cancel” to return to the previous screen Proprietary & Confidential

  24. Additional Questions? You can access additional training guides and a frequently asked questions list at http://www.neustar.biz/support/spro/welcome . Proprietary & Confidential

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