The purpose of this guide is to walk through the creation of purchase order acknowledgements (POAs) using PO Flip within the Transcepta Supplier Portal, including managing and fixing any input errors. The availability of the PO flip functionality is based on your customer’s configuration of Transcepta.
Basic Requirements
The format of your POAs will be reliant upon your customer’s document requirements. These can be viewed in the Transcepta Connection Site link received via email during your initial onboarding. However, the basic data fields required for POA submission are shown here:
General Requirements |
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Customer Number and/or Bill To Name |
Customer Number: How a customer is identified in the supplier's system, such as Account Number, if different than the Bill To Name. Bill To Name: The name of the entity you are invoicing. |
Bill To Address |
The address of the entity you are invoicing. |
Confirmation Number |
The number that can be used to identify your POA (i.e., POA Number). |
Confirmation Date |
The date of your POA (i.e., POA Date). |
PO number |
The identifying number of the Purchase Order being confirmed. |
Line Requirements (must include at least two of these values): |
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Quantity |
The quantity of goods or services being acknowledged. |
Unit price |
The price per quantity of the goods or service being acknowledged. |
Total |
The total amount of goods or services being acknowledged. |
Utilizing PO Flip
The following actions will lead you through the process of utilizing PO Flip to create a POA in the Transcepta Supplier Portal. Review the Visual Walkthrough at the end of this document for a short GIF showing the process.
- Log into the Transcepta Supplier Portal: https://supplier1.transcepta.com/SupplierPortal/login.
- Click on the “Purchase Orders” icon in the center of the homepage or click on the “Documents” tab at the top; then, ensure that the “Purchase Orders” tab, located on the left-hand side of the screen, is selected.
- Enter search criteria for the required PO and click “Search”.
- Click on the latest iteration of your PO.
- While viewing the PO data, locate and click on the “Convert To” button.
- Select "POA".
- Select a customer location.
- View all populated POA data to ensure it is correct and add or update data as needed; review “Basic Requirements” section above for further instruction, as well as any other customer requirements.
- Click the “Save & Continue” button to check your document before submission.
- If your POA meets all requirements, a blue “Send” button will be populated at the top of the page for you submit your document.
- If any validation errors are found, they will be listed at the top of the page.
- Click on the red “Edit POA” button to address any errors and re-attempt submission.