Dashboard
Purpose - screen displays user profile details and links
Dashboard appears after user login.
User profile details are available on the dashboard
1)Vendor Profile Requests
2)Shipments To Be Approved
3)Open Quote Comparisions
4)Create Temp User
Click on Vendor Profile Requests in menu below links appear
Summary
1. Open Requests: shows the list of open Requests.
2. Approved Requests: shows the list of approved requests.
3. Status Report: shows the list of both open and approved requests
1.Click on Open Requeststo see Open Requests
Click on Request Docto see vendor request information like basic details ,contact details and bank
details etc.
1(a) Click on View/Add Uploadsto view the attached documents or to upload the documents
2)Click on Approved Requeststo see the approved requests
3)Click on Status Reportto see both open and approved requests
Click on Vendor Corporate Enquiry in menu below list appears
Click on Ref.No to see the details entered by the user.
Click on Request For Quote in menu below list appears
Summary
1. RFQ’s To Be Responded: shows the list of RFQ’s which are pending for quote .
2. View Responded Quotations: shows the list of RFQ’s for which quotation is done
3. Ex-works RFQs: shows the list of RFQs responded quotations and inco terms selected as Ex-
works by the user.
4. Extended Expired RFQs: shows the list of RFQs which are expired.
5. Quotes Compare Form[QCF]: Shows the list of QCFs
6. Closed QCF(s): Shows the list of closed QCFs
1. Click on RFQ’s to be responded to see the list of RFQ(s) to be responded by vendor
Clcik on SAP Ref RFQ link to see RFQ information and view delivery schedules
1. (a) Click on View Delivery Schedulesto view details of Delivery(material,date,quantity etc.)
2. Click on View Responded Quotations to see the list of RFQ(s) which are responded by
vendor
On clicking RFQ link below screen appears .Enter password which is sent to registered mail id.
Click on verify Password --> to go further and to view list of QCFs.
To resend Password click Re-Send Password.
Click Cancel to stop proceeding further.
3.Click on Ex-works RFQs to see the list of list of responded quotations and inco terms selected as Ex-
works by vendor.
On clicking RFQ link below screen appears .Enter password which is sent to registered mail id.
Click on verify Password --> to go further and to view list of RFQs.
To resend Password click Re-Send Password.
Click Cancel to stop proceeding further.
4.Click on Extend Expired RFQ(s) to see the list of RFQ(s) which are expired.
5.Click on Quotes Compare Form[QCF] to see the list of QCFs
On clicking QCF Number link below screen appears .Enter password which is sent to registered mail id.
Click on verify Password --> to go further and to view details of QCF.
To resend Password click Re-Send Password.
Click Cancel to stop proceeding further.
Click on Total RFQ(s) to see total RFQs for particular Quotation Comparison Form
Click on Not Quotedto see not quoted RFQs for particular Quotation Comparison Form
6.Click on Closed QCF(s) to see the list of closed QCFs
Click on QCF number to see QCF details
Click on Purchase Order[PO] in menu below list appears
Summary
1. To Be Accepted By Vendor: purchase orders released by coromandel which are to be
acknowledged by vendor. Here vendor can view PO, delivery schedules and accept/reject the PO
2. Accepted By Vendor: purchase orders accepted by vendor
3. Rejected By Vendor: purchase orders rejected by vendor
4. Open POs-Vendor Wise: purchase orders against which delivery is not completed
5. Closed POs-Vendor Wise: purchase orders against which delivery is completed for all PO items
1. Click on To Be Accepted By Vendor list of purchase orders released by coromandel which are
to be accepted by vendor
Click on PO numberto see Po related details
1. (a)Click on View Delivery Schedulesto View Delivery Schedules
2. Click on Accepted By Vendorto see the list of PO(s) which are accepted by the vendor
Click on PO Numberto see Po details
2.(a) Click on View Deliveriesto view delivery schedules of PO
3. Click on Rejected By Vendor to see the rejected POs list
5.Click on Closed By Vendor to see the closed POs list
Click on Invoice in menu below list appears
Summary
1. Open-Vendor Wise.: view all pending invoices and their details
2. Closed-Vendor Wise.: view all invoices which are closed and their details
1. Click on Open list of all pending invoices
Click on SAP Inv. Number
1. (a)Click on Payment Details
2. Click on Closed list of all invoices which are closed and their details
Click on SAP Invoice Number
2(a) Click on Payment details
Click on Shipments in menu below list appears
Summary
1. To Be Approved: submitted shipments which are to be approved by coromandel
2. Approved: shipments which are approved by coromandel
3. Rejected: shipments which are rejected by coromandel
1. Click on To Be Approved to see submitted shipments which are to be approved by
coromandel
Click on Shipment Idto see shipment details
2. Click on Approved to see approved shipment list
Click on Shipment Idto see details
3. Click on Rejected to see rejected shipment list
Click on Shipment Idto see shipment details
Click on Invoices Submitted in menu below list appears
Summary
1. View Material/Service Inv.: list of submitted invoices can be viewed
2. View Freight Invoice(s).: view submitted Freight invoices ,can resubmit failed
transaction ,download,send comments to coromandel
3. View Loading Invoice(s): View submitted loading PO, resubmit failed request, download, send
comments to coromandel.
4. View Unloading Invoice(s): view submitted Freight Invoices, can resubmit failed transaction,
download, send comments to coromandel
1. Click on View Material/Service Inv to see Material/Service Invoice(s) (Submitted Invoices) list
2. Click on View Freight Invoice(s) view submitted Freight invoices
3. Click on View Loading Invoice(s) view submitted Loading PO
4. Click on View Unloading Invoice(s): view submitted Unloading PO
Click on Confirmations in menu below list appears
Summary
1. Add Statement Confirmations.: to add statement confirmations
2. List Statement Confirmations: shows the list of statement confirmations added by the user
3. News: to add news
1. Click on Add Statement Confirmations to add statement confirmations Select from date ,to date
and enter comments and then click on SAVE
2. Click on Add Statement Confirmations to view the list of statement confirmations added by the
user
Click on Ref.Noto see the confirmation details
Confirmed: to see the list of users who are confirmed the statements
Not Confirmed: to see the list of users who are not confirmed the statements
All: to see all the users of statement confirmation
Click on Temporary Users in menu below list appears
Summary
1. Create User.: to creates a temporary user
2. User-Authentication: to provide authorization for temporary user
3. Send RFQ For Multiple Users:
1. Click on Create User to create a temporary user.
Provide necessary details like Name, email, contact number and select authorization and then click
on “create user”.
2. Click on User- Authentication shows the temporary users list and their authorizations.
Click on update to change/provide authorizations to the user.
3. Click on Send RFQ For Multiple Users to send RFQs to multiple users.
Enter SAP RFQ number, select vendors and click on “send” button to send the RFQ.
Click on Change Passowrd in menu
Enter current password, new password, confirm password and then click on submit to change the
password.
