The purpose of this guide is to walk through the creation of POAs using the Transcepta Supplier Portal, including managing and fixing any input errors.
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 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. |
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Bill To Address |
The address of the entity you are invoicing. |
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Confirmation Number |
The number that can be used to identify your POA (i.e., POA Number). |
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Confirmation Date |
The date of your POA (i.e., POA Date). |
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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. |
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Unit price |
The price per quantity of the goods or service being acknowledged. |
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Total |
The total amount of goods or services being acknowledged. |
Generate a POA
The following actions will lead you through the process of creating a POA through 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 “POAs” Icon in the center of the homepage or click on the “Documents” tab at the top; then, ensure that the “PO Acknowledgments” tab, located on the left-hand side of the screen, is selected.
- Click on the blue “+ New PO Acknowledgement” button located at the right of the screen.
- Click the “Create New POA” button that populates.
- Select a customer and customer location.
- Fill in all required fields: these include all bolded fields, as well as any other customer requirements. Review “Basic Requirements” section above for further instruction.
- 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.