Indirect Procurement

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to manage

your myBuy GEP SMART supplier profile.

From the GEP Home page, click the Roche client.

In the middle of the screen, click on Rewview Profile.

This will automatically bring you to your supplier

profile.

It's important to ensure that the information in your

supplier profile is as accurate as possible.

myBuy GEP SMART enables you to manage some of the

sections of your supplier profile through the change

request functionality.

All changes to your supplier profile start with a

change request.

Click on Create Change Request

and click Yes on the prompt to proceed.

The yellow line at the top indicates that you have

the change request in progress and can do the necessary

modifications.

You can see the different tabs on the left hand side

of the screen.

Select the relevant topic and the section will open

and you can make the corrections.

Once all changes have been made to your profile, you

can click on Submit.

On the prompt, please select Yes.

At the information popup, click on Close.

After a change request is submitted, it will be routed

for approval.

No other change requests can be submitted until the

initial request has been approved or rejected by Roche.

If changes are approved, the primary supplier profile

contact will receive an email confirmation.

Welcome to this myBuy learning video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to add

or change the Primary Contact of your Supplier Profile.

From the GEP SMART home page, click the Roche client.

In the middle of the screen, click on Review Profile.

This will automatically bring you to your Supplier

Profile.

To add or change a Primary Contact you need to create

a Change Request.

At the bottom of the page click on Create Change Request,

and then in the new pop up box click Yes to confirm.

When the change request screen appears, you will notice

the Change Request is in progress message at the top

left of the screen.

To add or change a Primary Contact click on the Contact

Information tab to access the contact list.

To update the primary point of contact for your organization,

click the Primary Contact selection icon next to their

name.

The colour of the icon changes from the default grey

to blue, indicating that they are the primary contact

for your organisation's supplier profile.

The Primary Contact receives Roche email notifications

when no Ordering Manager is chosen for a supplier

location.

Please note that you can only change your organisation's

primary contact with Roche's approval.

Using a generic or group email address is recommended

to ensure messages from Roche are not missed.

After selecting the Primary Contact, click on the

Submit button.

Click on Yes at the pop up message.

The Change Request will now be sent to Roche for

approval and you will be advised by email when approval

is granted.

Roche

Doing now what patients need next

Welcome to this myBuy learning video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to add

an Ordering Manager to your Supplier Locations.

From the GEP SMART home page, click the Roche client.

In the middle of the screen, click on Review Profile.

This will automatically bring you to your Supplier

Profile.

To add an Ordering Manager you need to create a Change

Request.

At the bottom of the page click on Create Change Request,

and then in the new pop up box click Yes to confirm.

When the change request screen appears, you will notice

the Change Request is in progress message at the top

left of the screen.

To add an Ordering Manager, click on the Location

Information tab to access the supplier location list.

You can have multiple locations added with different

ordering managers associated with them.

Click on the Roles and Responsibilities icon for the

location where the Ordering Manager details need to

be updated.

Open the Ordering Manager sub-section

and click on the star icon next to the selected contact

for the opened location.

Confirm your selection by clicking Apply.

To submit the changes, click on the Submit button.

Click on Yes at the pop up message.

The Change Request will now be sent to Roche for

approval and you will be advised by email when approval

is granted.

Welcome to this myBuy learning video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to select

a default bank account to your Supplier Locations.

From the GEP SMART home page, click the Roche client.

In the middle of the screen, click on Review Profile.

This will automatically bring you to your Supplier

Profile.

To set up a default bank account you need to create

a Change Request.

At the bottom of the page click on Create Change Request,

and then in the new pop up box click Yes to confirm.

When the change request screen appears, you will notice

the Change Request is in progress message at the top

left of the screen.

To select a default bank account, click on the Location

Information tab to access your supplier location list.

You can have multiple locations added with different

bank accounts associated with them.

If you have more than one bank account or more than

one currency set in your supplier profile, you can

select a default option to appear when completing

banking information on invoices.

Click on the respective Location name where you want

to define a default bank account.

On the left hand side, open the Banking Information

section.

When multiple bank accounts are used, click the check

box in the Default column to mark a bank account as

the default account for that location.

When there are multiple bank accounts for a currency,

you can click the check box in the Default Currency

column to select the default currency account for

that location.

To submit the changes, click on Save & Close,

then click the Submit button.

Select Yes at the pop up message.

The Change Request will now be sent to Roche for

approval and you will be advised by email when approval

is granted.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to add

and delete a contact in your myBuy GEP SMART Supplier

Profile.

From the GEP SMART home page, click the Roche client.

In the middle of the screen, click on Review Profile.

This will automatically direct you to your Supplier

Profile.

To add or delete a contact, first you need to click

on Create Change Request.

At the popup box click Yes to confirm.

Now the Change Request is in progress, you can make

the necessary modifications.

Click on the Contact Information tab.

Here you can see all the contacts, who have been added

to the profile.

To add a new contact, click on the + icon,

and navigate to the end of the contact list, where

the newly added empty line is.

Enter First name,

Last name

and the email address.

When all the information has been added, click the

floppy disk icon to save the new contact details.

To delete an existing contact, select the checkbox

in front of their name.

Click on the three dots on the right hand side and

select Delete from the menu.

Click Yes to confirm.

Once you are happy with the changes, click on Submit.

At the confirmation popup, click Yes to confirm changes.

When an information box appears, click on Close.

The Change Request will now be sent to Roche for

approval.

On your supplier profile you can see that a change

request is pending approval.

You can not create a new change request, until the

one in progress is approved or rejected.

You will be advised by email when approval is granted.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to acknowledge

a Purchase Order via the portal.

Once you are logged into myBuy GEP SMART, click on

the Purchasing module and the Order tab.

Click sent to supplier

and then select the Purchase Order you want to review.

The status of the PO is sent to supplier.

Review the details of the order,

including the line details.

If all the details are correct click acknowledge

order.

At the prompt, click OK.

You will be redirected to the Purchasing module.

Click on All

and the PO is shown with status Supplier Acknowledged.

Remember: Once the order is acknowledged, you cannot

create a change request, so review carefully before

acknowledging.

If you need to create a change request, please review

the how to recording for this process.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

a Change Request.

Once logging into myBuy GEP SMART, select the Purchasing

module and the Order tab where you can start initiating

a change request.

Select the relevant Purchase Order from the list and

open it.

In order to be able to initiate a change request,

the order status should be Sent to Supplier.

Next, click the More menu on the right side of the

screen

and select Change Request.

At the prompt, click OK to proceed.

The order will open in Draft status.

Click on the LINE DETAILS section to review the order

information.

You can only change the information in the fields

that are shown in a box.

You can click on Comments and Attachments in case

you'd like to enter comments about requested changes.

This will provide context to the approver.

Finally you can click on the Send to Buyer to submit

the changes.

At the prompt, click OK to proceed.

After successfully submitting the changes you will

be redirected to the ORDER sub-tab where Status will

be shown as Sent to Buyer.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

an Advance Shipping Notice in myBuy GEP SMART.

Once you are logged into myBuy GEP SMART, click on

Purchasing module and the Order tab.

Advance Shipping Notices (ASNs) let clients know of

an impending delivery, similar to a packing list.

ASNs can only be created for material orders in Supplier

Acknowledged status.

Select the Purchase Order you want to create the ASN

for.

Once the Purchase Order is open, click on More

and select Create ASN.

In the Create ASN screen, it is mandatory to enter

the Supplier ASN Number;

this is an internal reference number to be populated

with a number generated by your company system.

Then, click Shipping & Delivery Information to expand

the section.

Update the Expected Delivery Date if known.

It is mandatory to enter the Tracking Number;

this is an internal reference number to be populated

with a number relevant to your company.

Finally, update the Deliver To location if needed.

Next, click Line Details to expand the section.

The Shipped Quantity auto-populates with the remaining

quantity from the order.

Click the Notes and Attachments section to upload

documents or add comments if desired.

Click Submit and Print at the bottom of the page.

At the prompt, click OK.

The ASN will print with a barcode and number at the

top.

You can click the Print button to print the ASN

or Download it for later usage.

Please attach the ASN or at least the barcode to your

package or packages.

Welcome to this myBuy learning video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

a material invoice.

Once you're logged into myBuy GEP SMART, click on

the Purchasing Module and the Order tab.

POs with the status Supplier Acknowledged can be

flipped to an invoice.

Click on the PO you want to create an invoice for.

Click Create invoice.

At the prompt select OK.

All the PO details will be pulled through to the

draft invoice.

In the Basic Details section, review the Invoice details

and amend as required.

Please enter your unique Supplier Invoice Number.

Next you need to enter the mandatory Remit to Location

field, if it's not populated automatically.

If this order is shipped to a different country further

fields will become mandatory.

Enter the Tax Identification Country.

This will auto populate the Supplier Tax Identification

Type and Supplier Tax Identification Number fields.

Add the Ship from Country.

Click on the Line Details section

and review the unit price

and quantity information.

Click the check box to include the required line

items in the invoice.

In case of a partial invoice

please watch our "How to create a partial invoice"

video on the supplier webpage.

Next you need to enter the Tax Rate.

Taxes will automatically be calculated.

Add other charges,

freight

and discount if required.

Review the banking details

and select the bank account you want the invoice

paid to.

Add end date of supply.

Finally, click on Send to Buyer.

An Information popup will appear, please read carefully

and click OK.

At the prompt, click Yes to confirm the invoice details.

You will see a success popup to confirm the invoice

has been raised and sent to Roche.

You will be redirected to the Invoicing module

where you can see the invoice status as Sent for

Processing.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

an invoice from a service confirmation.

Once you're logged into myBuy GEP SMART, click on

the Purchasing Module and the Order tab.

Click on the Service Confirmation tab.

From the list, select the service confirmation you

want to create an invoice for.

Click Create invoice.

In the Basic Details section, enter the unique Supplier

Invoice Number generated from your system.

Review and update the Supplier Invoice Date if necessary.

Enter the Tax Identification Country.

This will auto populate the Supplier Tax Identification

Type and Supplier Tax Identification Number fields.

Enter the Ship From country.

Click on the Line Details section.

You can Select or deselect a line item by clicking

on the check mark.

You can review the Unit Price

and Quantity.

This information is pulled from the service confirmation.

Next enter the Tax Rate.

Taxes will be automatically calculated;

verify or update the Actual Tax Amount.

You can enter Other Charges,

review Freight

or add Discount if applicable.

Review the banking details

and select the bank account you want the invoice

paid to.

Add the Date of Service Start date

and Date of Service End date.

Click Send to Buyer.

An information popup will appear, click OK.

At the prompt, click Yes to confirm the invoice details.

You will see a success popup to confirm the invoice

has been raised and sent to Roche.

You will be redirected to the Invoice module,

where you can see your invoice with Sent for Processing

status.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

a Partial Invoice against orders.

When creating a partial invoice for goods or services

against a purchase order with Roche, follow the invoice

creation and submission guide.

This section only covers the instructions to complete

the Line Details section of the partial invoice.

You will also need to be sure that the invoice total

matches the portion of the purchase order for which

you are invoicing.

First click on the Purchasing module and select the

Purchase Order.

Check the Order Status.

It must be Supplier Acknowledged in order to create

any invoice.

Click on Create Invoice

and select OK on the prompt.

When invoicing for a portion of the total purchase

order, you need to click on Line Details.

Depending on the PO line type, you have different

Line Item Details to edit.

Please follow these steps in case of a material order.

Within the Line Details section,

this is where you can see if the purchase order line

type is Material.

In case of a material Purchase Order adjust the Quantity

for which you are invoicing accordingly.

Please follow these steps in case of a fixed service

order.

Within the Line Details section,

this is where you can see if the purchase order line

type is Fixed Service.

In case of a fixed service Purchase Order adjust the

Unit Price for which you are invoicing accordingly.

Please follow these steps in case of a variable service

order.

Within the Line Details section,

this is where you can see if the purchase order line

type is Variable Service.

In case of a variable service Purchase Order adjust

the Quantity for which you are invoicing accordingly.

To finish the process please review if the Purchase

Order had multiple lines and make sure that only the

ones you'd like to invoice for are included on the

invoice.

You can remove any Line Items you are not including

on your invoice by selecting the check box next to

the line item

and click on Delete.

At the prompt select Yes.

When all required fields are completed,

click on Send to Buyer.

At the Information popup,

click OK.

Next click Yes to confirm your invoice complies with

all the requirements of the applicable tax rules.

Click OK on the success popup.

You will be redirected to the Invoice Module

and you can find your invoice with the status Sent

for Processing.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

an invoice report.

Once you're logged into myBuy GEP SMART, click on

the Invoice module.

Within the Invoice tab, you can see the different

statuses the invoices can have.

To create a more personalised report, click on Filters.

You can find all the attributes on the left hand side.

Click on the ones you would like to define.

Once you are satisfied with the filtering, click

on Apply.

The filters you applied will be shown on a yellow

highlighted ribbon.

To remove a filter, simply click on the X next to

the attribute.

Filters can be saved for later use by clicking on

the Save icon.

You can also define which columns you would like to

see in the report.

First click on Manage Attributes.

You can select or deselect the necessary fields to

include in the report.

You can also rearrange their orders by drag and drop.

Once you made the modifications, click Done to apply

changes.

To generate and download the report, click on Export

and select Export Documents.

At the confirmation pop up, click on View Export Logs.

Here you can see the status of the report as processing.

Please note that this may take several minutes depending

on the volume of the data.

You will be notified when it's ready.

You can also reach the Export Logs, by clicking on

the Invoice module.

Then click Export

and select View Export Logs.

It will take you to the same page.

Once the report is created, you can see the status

as Completed.

Click on the file name to download it onto your computer.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to manage

your myBuy GEP SMART supplier profile.

From the GEP Home page, click the Roche client.

In the middle of the screen, click on Rewview Profile.

This will automatically bring you to your supplier

profile.

It's important to ensure that the information in your

supplier profile is as accurate as possible.

myBuy GEP SMART enables you to manage some of the

sections of your supplier profile through the change

request functionality.

All changes to your supplier profile start with a

change request.

Click on Create Change Request

and click Yes on the prompt to proceed.

The yellow line at the top indicates that you have

the change request in progress and can do the necessary

modifications.

You can see the different tabs on the left hand side

of the screen.

Select the relevant topic and the section will open

and you can make the corrections.

Once all changes have been made to your profile, you

can click on Submit.

On the prompt, please select Yes.

At the information popup, click on Close.

After a change request is submitted, it will be routed

for approval.

No other change requests can be submitted until the

initial request has been approved or rejected by Roche.

If changes are approved, the primary supplier profile

contact will receive an email confirmation.

Welcome to this myBuy learning video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to add

or change the Primary Contact of your Supplier Profile.

From the GEP SMART home page, click the Roche client.

In the middle of the screen, click on Review Profile.

This will automatically bring you to your Supplier

Profile.

To add or change a Primary Contact you need to create

a Change Request.

At the bottom of the page click on Create Change Request,

and then in the new pop up box click Yes to confirm.

When the change request screen appears, you will notice

the Change Request is in progress message at the top

left of the screen.

To add or change a Primary Contact click on the Contact

Information tab to access the contact list.

To update the primary point of contact for your organization,

click the Primary Contact selection icon next to their

name.

The colour of the icon changes from the default grey

to blue, indicating that they are the primary contact

for your organisation's supplier profile.

The Primary Contact receives Roche email notifications

when no Ordering Manager is chosen for a supplier

location.

Please note that you can only change your organisation's

primary contact with Roche's approval.

Using a generic or group email address is recommended

to ensure messages from Roche are not missed.

After selecting the Primary Contact, click on the

Submit button.

Click on Yes at the pop up message.

The Change Request will now be sent to Roche for

approval and you will be advised by email when approval

is granted.

Roche

Doing now what patients need next

Welcome to this myBuy learning video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to add

an Ordering Manager to your Supplier Locations.

From the GEP SMART home page, click the Roche client.

In the middle of the screen, click on Review Profile.

This will automatically bring you to your Supplier

Profile.

To add an Ordering Manager you need to create a Change

Request.

At the bottom of the page click on Create Change Request,

and then in the new pop up box click Yes to confirm.

When the change request screen appears, you will notice

the Change Request is in progress message at the top

left of the screen.

To add an Ordering Manager, click on the Location

Information tab to access the supplier location list.

You can have multiple locations added with different

ordering managers associated with them.

Click on the Roles and Responsibilities icon for the

location where the Ordering Manager details need to

be updated.

Open the Ordering Manager sub-section

and click on the star icon next to the selected contact

for the opened location.

Confirm your selection by clicking Apply.

To submit the changes, click on the Submit button.

Click on Yes at the pop up message.

The Change Request will now be sent to Roche for

approval and you will be advised by email when approval

is granted.

Welcome to this myBuy learning video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to select

a default bank account to your Supplier Locations.

From the GEP SMART home page, click the Roche client.

In the middle of the screen, click on Review Profile.

This will automatically bring you to your Supplier

Profile.

To set up a default bank account you need to create

a Change Request.

At the bottom of the page click on Create Change Request,

and then in the new pop up box click Yes to confirm.

When the change request screen appears, you will notice

the Change Request is in progress message at the top

left of the screen.

To select a default bank account, click on the Location

Information tab to access your supplier location list.

You can have multiple locations added with different

bank accounts associated with them.

If you have more than one bank account or more than

one currency set in your supplier profile, you can

select a default option to appear when completing

banking information on invoices.

Click on the respective Location name where you want

to define a default bank account.

On the left hand side, open the Banking Information

section.

When multiple bank accounts are used, click the check

box in the Default column to mark a bank account as

the default account for that location.

When there are multiple bank accounts for a currency,

you can click the check box in the Default Currency

column to select the default currency account for

that location.

To submit the changes, click on Save & Close,

then click the Submit button.

Select Yes at the pop up message.

The Change Request will now be sent to Roche for

approval and you will be advised by email when approval

is granted.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to add

and delete a contact in your myBuy GEP SMART Supplier

Profile.

From the GEP SMART home page, click the Roche client.

In the middle of the screen, click on Review Profile.

This will automatically direct you to your Supplier

Profile.

To add or delete a contact, first you need to click

on Create Change Request.

At the popup box click Yes to confirm.

Now the Change Request is in progress, you can make

the necessary modifications.

Click on the Contact Information tab.

Here you can see all the contacts, who have been added

to the profile.

To add a new contact, click on the + icon,

and navigate to the end of the contact list, where

the newly added empty line is.

Enter First name,

Last name

and the email address.

When all the information has been added, click the

floppy disk icon to save the new contact details.

To delete an existing contact, select the checkbox

in front of their name.

Click on the three dots on the right hand side and

select Delete from the menu.

Click Yes to confirm.

Once you are happy with the changes, click on Submit.

At the confirmation popup, click Yes to confirm changes.

When an information box appears, click on Close.

The Change Request will now be sent to Roche for

approval.

On your supplier profile you can see that a change

request is pending approval.

You can not create a new change request, until the

one in progress is approved or rejected.

You will be advised by email when approval is granted.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to acknowledge

a Purchase Order via the portal.

Once you are logged into myBuy GEP SMART, click on

the Purchasing module and the Order tab.

Click sent to supplier

and then select the Purchase Order you want to review.

The status of the PO is sent to supplier.

Review the details of the order,

including the line details.

If all the details are correct click acknowledge

order.

At the prompt, click OK.

You will be redirected to the Purchasing module.

Click on All

and the PO is shown with status Supplier Acknowledged.

Remember: Once the order is acknowledged, you cannot

create a change request, so review carefully before

acknowledging.

If you need to create a change request, please review

the how to recording for this process.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

a Change Request.

Once logging into myBuy GEP SMART, select the Purchasing

module and the Order tab where you can start initiating

a change request.

Select the relevant Purchase Order from the list and

open it.

In order to be able to initiate a change request,

the order status should be Sent to Supplier.

Next, click the More menu on the right side of the

screen

and select Change Request.

At the prompt, click OK to proceed.

The order will open in Draft status.

Click on the LINE DETAILS section to review the order

information.

You can only change the information in the fields

that are shown in a box.

You can click on Comments and Attachments in case

you'd like to enter comments about requested changes.

This will provide context to the approver.

Finally you can click on the Send to Buyer to submit

the changes.

At the prompt, click OK to proceed.

After successfully submitting the changes you will

be redirected to the ORDER sub-tab where Status will

be shown as Sent to Buyer.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

an Advance Shipping Notice in myBuy GEP SMART.

Once you are logged into myBuy GEP SMART, click on

Purchasing module and the Order tab.

Advance Shipping Notices (ASNs) let clients know of

an impending delivery, similar to a packing list.

ASNs can only be created for material orders in Supplier

Acknowledged status.

Select the Purchase Order you want to create the ASN

for.

Once the Purchase Order is open, click on More

and select Create ASN.

In the Create ASN screen, it is mandatory to enter

the Supplier ASN Number;

this is an internal reference number to be populated

with a number generated by your company system.

Then, click Shipping & Delivery Information to expand

the section.

Update the Expected Delivery Date if known.

It is mandatory to enter the Tracking Number;

this is an internal reference number to be populated

with a number relevant to your company.

Finally, update the Deliver To location if needed.

Next, click Line Details to expand the section.

The Shipped Quantity auto-populates with the remaining

quantity from the order.

Click the Notes and Attachments section to upload

documents or add comments if desired.

Click Submit and Print at the bottom of the page.

At the prompt, click OK.

The ASN will print with a barcode and number at the

top.

You can click the Print button to print the ASN

or Download it for later usage.

Please attach the ASN or at least the barcode to your

package or packages.

Welcome to this myBuy learning video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

a material invoice.

Once you're logged into myBuy GEP SMART, click on

the Purchasing Module and the Order tab.

POs with the status Supplier Acknowledged can be

flipped to an invoice.

Click on the PO you want to create an invoice for.

Click Create invoice.

At the prompt select OK.

All the PO details will be pulled through to the

draft invoice.

In the Basic Details section, review the Invoice details

and amend as required.

Please enter your unique Supplier Invoice Number.

Next you need to enter the mandatory Remit to Location

field, if it's not populated automatically.

If this order is shipped to a different country further

fields will become mandatory.

Enter the Tax Identification Country.

This will auto populate the Supplier Tax Identification

Type and Supplier Tax Identification Number fields.

Add the Ship from Country.

Click on the Line Details section

and review the unit price

and quantity information.

Click the check box to include the required line

items in the invoice.

In case of a partial invoice

please watch our "How to create a partial invoice"

video on the supplier webpage.

Next you need to enter the Tax Rate.

Taxes will automatically be calculated.

Add other charges,

freight

and discount if required.

Review the banking details

and select the bank account you want the invoice

paid to.

Add end date of supply.

Finally, click on Send to Buyer.

An Information popup will appear, please read carefully

and click OK.

At the prompt, click Yes to confirm the invoice details.

You will see a success popup to confirm the invoice

has been raised and sent to Roche.

You will be redirected to the Invoicing module

where you can see the invoice status as Sent for

Processing.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

an invoice from a service confirmation.

Once you're logged into myBuy GEP SMART, click on

the Purchasing Module and the Order tab.

Click on the Service Confirmation tab.

From the list, select the service confirmation you

want to create an invoice for.

Click Create invoice.

In the Basic Details section, enter the unique Supplier

Invoice Number generated from your system.

Review and update the Supplier Invoice Date if necessary.

Enter the Tax Identification Country.

This will auto populate the Supplier Tax Identification

Type and Supplier Tax Identification Number fields.

Enter the Ship From country.

Click on the Line Details section.

You can Select or deselect a line item by clicking

on the check mark.

You can review the Unit Price

and Quantity.

This information is pulled from the service confirmation.

Next enter the Tax Rate.

Taxes will be automatically calculated;

verify or update the Actual Tax Amount.

You can enter Other Charges,

review Freight

or add Discount if applicable.

Review the banking details

and select the bank account you want the invoice

paid to.

Add the Date of Service Start date

and Date of Service End date.

Click Send to Buyer.

An information popup will appear, click OK.

At the prompt, click Yes to confirm the invoice details.

You will see a success popup to confirm the invoice

has been raised and sent to Roche.

You will be redirected to the Invoice module,

where you can see your invoice with Sent for Processing

status.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

a Partial Invoice against orders.

When creating a partial invoice for goods or services

against a purchase order with Roche, follow the invoice

creation and submission guide.

This section only covers the instructions to complete

the Line Details section of the partial invoice.

You will also need to be sure that the invoice total

matches the portion of the purchase order for which

you are invoicing.

First click on the Purchasing module and select the

Purchase Order.

Check the Order Status.

It must be Supplier Acknowledged in order to create

any invoice.

Click on Create Invoice

and select OK on the prompt.

When invoicing for a portion of the total purchase

order, you need to click on Line Details.

Depending on the PO line type, you have different

Line Item Details to edit.

Please follow these steps in case of a material order.

Within the Line Details section,

this is where you can see if the purchase order line

type is Material.

In case of a material Purchase Order adjust the Quantity

for which you are invoicing accordingly.

Please follow these steps in case of a fixed service

order.

Within the Line Details section,

this is where you can see if the purchase order line

type is Fixed Service.

In case of a fixed service Purchase Order adjust the

Unit Price for which you are invoicing accordingly.

Please follow these steps in case of a variable service

order.

Within the Line Details section,

this is where you can see if the purchase order line

type is Variable Service.

In case of a variable service Purchase Order adjust

the Quantity for which you are invoicing accordingly.

To finish the process please review if the Purchase

Order had multiple lines and make sure that only the

ones you'd like to invoice for are included on the

invoice.

You can remove any Line Items you are not including

on your invoice by selecting the check box next to

the line item

and click on Delete.

At the prompt select Yes.

When all required fields are completed,

click on Send to Buyer.

At the Information popup,

click OK.

Next click Yes to confirm your invoice complies with

all the requirements of the applicable tax rules.

Click OK on the success popup.

You will be redirected to the Invoice Module

and you can find your invoice with the status Sent

for Processing.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

an invoice report.

Once you're logged into myBuy GEP SMART, click on

the Invoice module.

Within the Invoice tab, you can see the different

statuses the invoices can have.

To create a more personalised report, click on Filters.

You can find all the attributes on the left hand side.

Click on the ones you would like to define.

Once you are satisfied with the filtering, click

on Apply.

The filters you applied will be shown on a yellow

highlighted ribbon.

To remove a filter, simply click on the X next to

the attribute.

Filters can be saved for later use by clicking on

the Save icon.

You can also define which columns you would like to

see in the report.

First click on Manage Attributes.

You can select or deselect the necessary fields to

include in the report.

You can also rearrange their orders by drag and drop.

Once you made the modifications, click Done to apply

changes.

To generate and download the report, click on Export

and select Export Documents.

At the confirmation pop up, click on View Export Logs.

Here you can see the status of the report as processing.

Please note that this may take several minutes depending

on the volume of the data.

You will be notified when it's ready.

You can also reach the Export Logs, by clicking on

the Invoice module.

Then click Export

and select View Export Logs.

It will take you to the same page.

Once the report is created, you can see the status

as Completed.

Click on the file name to download it onto your computer.

Bienvenido a este vídeo de aprendizaje de myBuy. Este vídeo está dirigido a los proveedores de Roche que están registrados en nuestro nuevo portal de proveedores, myBuy GEP SMART. Si todavía no te has registrado, encontrarás más información en la web de proveedores. Este vídeo te guiará paso a paso para gestionar tu perfil de proveedor de myBuy GEP SMART.

Desde la página de inicio de GEP, haz clic en el cliente Roche. En el centro de la pantalla, haz clic en Review Profile. Esto te llevará automáticamente a tu perfil de proveedor.

Es importante asegurarse de que la información de su perfil de proveedor sea lo más precisa posible. myBuy GEP SMART le permite gestionar algunas secciones del perfil de su proveedor mediante la funcionalidad de solicitud de cambio. Todos los cambios en el perfil de su proveedor comienzan con una solicitud de cambio. Haga clic en Crear solicitud de cambio y haga clic en Sí en el aviso para continuar.

La línea amarilla de la parte superior indica que tienes la solicitud de cambio en curso y que puedes hacer las modificaciones necesarias. Puedes ver las distintas pestañas en el lado izquierdo de la pantalla. Selecciona el tema correspondiente y se abrirá la sección y podrás hacer las correcciones.

Una vez realizados todos los cambios en tu perfil, puedes hacer clic en Enviar. En el aviso, selecciona Sí. En la ventana emergente de información, haz clic en Cerrar. Después de enviar una solicitud de cambio, se enviará para su aprobación. No se pueden enviar otras solicitudes de cambio hasta que la solicitud inicial haya sido aprobada o rechazada por Roche. Si se aprueban los cambios, el contacto principal del perfil del proveedor recibirá un correo electrónico de confirmación.

Bienvenido a este vídeo de aprendizaje de myBuy. Este vídeo está dirigido a los proveedores de Roche que están registrados en nuestro nuevo portal de proveedores, myBuy GEP SMART. Si aún no te has registrado, encontrarás más información en la web para proveedores. Este vídeo te guiará por los pasos para añadir o cambiar el Contacto principal de tu perfil de proveedor.

Desde la página de Inicio de GEP SMART, haz clic en el cliente Roche. En el centro de la pantalla, haz clic en Revisar perfil. Esto te llevará automáticamente a tu Perfil de Proveedor. Para añadir o cambiar un Contacto Principal, debes crear una Solicitud de Cambio. En la parte inferior de la página, haz clic en Crear Solicitud de Cambio, y luego, en la nueva ventana emergente, haz clic en Sí para confirmar.

Cuando aparezca la pantalla de solicitud de cambio, verás el mensaje "Solicitud de cambio en curso" en la parte superior izquierda de la pantalla. Para añadir o cambiar un Contacto Principal, haz clic en la pestaña Información de contacto para acceder a la lista de contactos. Para actualizar el contacto principal de tu organización, haz clic en el icono de selección de Contacto Principal junto a su nombre. El color del icono cambia del gris predeterminado a azul, lo que indica que es el contacto principal del perfil de proveedor de tu organización.

El Contacto Principal recibe notificaciones por correo electrónico de Roche cuando no se selecciona ningún Responsable de Pedidos para una ubicación del proveedor. Ten en cuenta que solo puedes cambiar el contacto principal de tu organización con la aprobación de Roche. Se recomienda utilizar una dirección de correo electrónico genérica o de grupo para garantizar que no se pierdan los mensajes de Roche.

Después de seleccionar el Contacto Principal, haz clic en el botón Enviar. Haz clic en Sí en el mensaje emergente. La Solicitud de Cambio se enviará ahora a Roche para su aprobación y se te informará por correo electrónico cuando se conceda la aprobación.

Bienvenido a este vídeo de aprendizaje de myBuy. Este es un vídeo para proveedores de Roche que están registrados en nuestro nuevo portal de proveedores myBuy GEP SMART. Si aún no te has registrado, encontrarás más información en la web para proveedores. Este vídeo te guiará por los pasos para añadir un responsable de pedidos a tus ubicaciones de proveedor.

Desde la página de Inicio de GEP SMART, haz clic en el cliente Roche. En el centro de la pantalla, haz clic en Revisar perfil. Esto te llevará automáticamente a tu Perfil de proveedor.

Para añadir un Responsable de pedidos, tienes que crear una Solicitud de cambio. En la parte inferior de la página, haz clic en Crear solicitud de cambio, y luego, en la nueva ventana emergente, haz clic en Sí para confirmar. Cuando aparezca la pantalla de solicitud de cambio, verás el mensaje Solicitud de cambio en curso en la parte superior izquierda de la pantalla.

Para añadir un Responsable de pedidos, haz clic en la pestaña Información de ubicación para acceder a la lista de ubicaciones del proveedor. Puedes añadir varias ubicaciones con distintos responsables de pedidos asociados a ellas. Haz clic en el icono de Roles y responsabilidades de la ubicación en la que haya que actualizar los datos del Responsable de pedidos. Abre la subsección Responsable de pedidos y haz clic en el icono de estrella junto al contacto seleccionado para la ubicación abierta. Confirma tu selección haciendo clic en Aplicar.

Para enviar los cambios, haz clic en el botón Enviar. Haz clic en Sí en el mensaje emergente. La Solicitud de cambio se enviará ahora a Roche para su aprobación y se te avisará por correo electrónico cuando se conceda la aprobación.

Bienvenido a este vídeo de aprendizaje de myBuy. Este es un vídeo para proveedores de Roche que están registrados en nuestro nuevo portal de proveedores myBuy GEP SMART. Si aún no te has registrado, encontrarás más información en el sitio web para proveedores. Este vídeo te guiará paso a paso para añadir y eliminar un contacto en tu perfil de proveedor de myBuy GEP SMART.

Desde la página de inicio de GEP SMART, haz clic en el cliente de Roche. En el centro de la pantalla, haz clic en Revisar perfil. Esto te dirigirá automáticamente a tu Perfil de Proveedor. Para añadir o eliminar un contacto, primero tienes que hacer clic en Crear solicitud de cambio. En el cuadro emergente, haz clic en Sí para confirmar.

Ahora que la Solicitud de cambio está en curso, puedes hacer las modificaciones necesarias. Haz clic en la pestaña Información de contacto. Aquí puedes ver todos los contactos que se han añadido al perfil. Para añadir un nuevo contacto, haz clic en el icono + y ve hasta el final de la lista de contactos, donde está la nueva línea vacía que se ha añadido. Introduce el nombre, los apellidos y la dirección de correo electrónico. Cuando se haya añadido toda la información, haz clic en el icono del disquete para guardar los nuevos datos de contacto.

Para eliminar un contacto existente, selecciona la casilla de verificación delante de su nombre. Haz clic en los tres puntos del lado derecho y selecciona Eliminar en el menú. Haz clic en Sí para confirmar.

Cuando estés satisfecho con los cambios, haz clic en Enviar. En la ventana emergente de confirmación, haz clic en Sí para confirmar los cambios. Cuando aparezca un cuadro de información, haz clic en Cerrar. La solicitud de cambio se enviará ahora a Roche para su aprobación. En tu perfil de proveedor puedes ver que hay una solicitud de cambio pendiente de aprobación. No puedes crear una nueva solicitud de cambio hasta que la que está en curso se apruebe o se rechace. Se le avisará por correo electrónico cuando se conceda la aprobación.

Bienvenido a este vídeo de aprendizaje de myBuy. Este es un vídeo para proveedores de Roche que están registrados en nuestro nuevo portal de proveedores myBuy GEP SMART. Si aún no te has registrado, encontrarás más información en la web de proveedores. Este vídeo te guiará por los pasos para seleccionar una cuenta bancaria predeterminada para tus ubicaciones de proveedor.

Desde la página de Inicio de GEP SMART, haz clic en el cliente Roche. En el centro de la pantalla, haz clic en Revisar perfil. Esto te llevará automáticamente a tu Perfil de Proveedor.

Para configurar una cuenta bancaria predeterminada, tienes que crear una Solicitud de Cambio. Al final de la página, haz clic en Crear solicitud de cambio, y luego, en la nueva ventana emergente, haz clic en Sí para confirmar. Cuando aparezca la pantalla de solicitud de cambio, verás el mensaje Solicitud de cambio en curso en la parte superior izquierda de la pantalla.

Para seleccionar una cuenta bancaria predeterminada, haz clic en la pestaña Información de ubicación para acceder a tu lista de ubicaciones del proveedor. Puedes tener varias ubicaciones añadidas con diferentes cuentas bancarias asociadas. Si tienes más de una cuenta bancaria o más de una divisa configurada en tu perfil de proveedor, puedes seleccionar una opción predeterminada para que aparezca al completar la información bancaria en las facturas. Haz clic en el nombre de la ubicación correspondiente donde quieras definir una cuenta bancaria predeterminada. En el lado izquierdo, abre la sección Información bancaria. Cuando se utilicen varias cuentas bancarias, marca la casilla de la columna Predeterminado para establecer una cuenta bancaria como la cuenta predeterminada de esa ubicación. Cuando haya varias cuentas bancarias para una divisa, puedes marcar la casilla de la columna Divisa predeterminada para seleccionar la cuenta en la divisa predeterminada de esa ubicación.

Para enviar los cambios, haz clic en Guardar & cerrar, y luego haz clic en el botón Enviar. Selecciona Sí en el mensaje emergente. La Solicitud de Cambio se enviará ahora a Roche para su aprobación y se te avisará por correo electrónico cuando se conceda la aprobación.

o sesión en myBuy GEP SMART, haz clic en el módulo de Compras y en la pestaña Pedido. Haz clic en Enviado al proveedor y, a continuación, selecciona la Orden de compra que quieras revisar. El estado del pedido de compra se envía al proveedor. Revisa los detalles del pedido, incluidos los detalles de las líneas.

Si todos los detalles son correctos, haz clic en confirmar pedido. Cuando aparezca el mensaje, haz clic en Aceptar. Se te redirigirá al módulo de Compras. Haz clic en Todos y el pedido de compra se muestra con el estado Proveedor confirmado.

Recuerda: una vez que se acuse recibo del pedido, no podrás crear una solicitud de cambio, así que revísalo bien antes de confirmarlo. Si necesitas crear una solicitud de cambio, revisa la grabación de instrucciones de este proceso.

Si necesitas más ayuda, haz clic en la pestaña myGuide en el borde de la pantalla. Si necesitas más información, consulta las guías de ayuda en el sitio web del proveedor, en la pestaña myBuy. En caso de preguntas técnicas, el Servicio de Atención al Cliente de GEP está disponible. Envía un correo electrónico o llama al número de tu país.

Bienvenido a este vídeo de aprendizaje de myBuy. Este vídeo es para proveedores de Roche que están registrados en nuestro nuevo portal de proveedores, myBuy GEP SMART. Si aún no se ha registrado, encontrará más información en el sitio web del proveedor. Este vídeo te guiará por los pasos para crear una solicitud de cambio.

Una vez que inicies sesión en myBuy GEP SMART, selecciona el módulo de Compras y la pestaña de Pedido, donde puedes empezar a iniciar una solicitud de cambio. Selecciona la orden de compra correspondiente de la lista y ábrela. Para poder iniciar una solicitud de cambio, el estado del pedido debe ser Enviado al proveedor.

A continuación, haz clic en el menú Más, en el lado derecho de la pantalla, y selecciona Solicitud de cambio. Cuando aparezca el mensaje, haz clic en Aceptar para continuar. El pedido se abrirá en estado de Borrador.

Haz clic en la sección LINE DETAILS para revisar la información del pedido. Solo puedes modificar la información en los campos que aparecen dentro de un recuadro. Puedes hacer clic en Comments and Attachments por si quieres introducir comentarios sobre los cambios solicitados. Esto proporcionará contexto al aprobador.

Por último, puedes hacer clic en Send to Buyer para enviar los cambios. Cuando aparezca el mensaje, haz clic en OK para continuar. Tras enviar los cambios correctamente, se te redirigirá a la subpestaña ORDER, donde el Estado aparecerá como Enviado al comprador.

Bienvenido a este vídeo de aprendizaje de myBuy. Este vídeo está dirigido a los proveedores de Roche que están registrados en nuestro nuevo portal de proveedores, myBuy GEP SMART. Si aún no te has registrado, encontrarás más información en la web de proveedores. Este vídeo te guiará por los pasos para crear un Aviso de Envío Anticipado en myBuy GEP SMART.

Una vez hayas iniciado sesión en myBuy GEP SMART, haz clic en el módulo de Compras y en la pestaña Pedidos. Los Avisos Anticipados de Envío (ASN) informan a los clientes de una entrega inminente, similar a un albarán. Los ASN solo se pueden crear para pedidos de material en estado de Reconocido por el proveedor. Selecciona la orden de compra para la que quieras crear el ASN. Cuando se abra la orden de compra, haz clic en Más y selecciona Crear ASN.

En la pantalla Crear ASN, es obligatorio introducir el número de ASN del proveedor; es un número de referencia interno que debe rellenarse con un número generado por el sistema de tu empresa. A continuación, haz clic en Información de envío & entrega para desplegar la sección. Actualiza la fecha de entrega prevista si la conoces. Es obligatorio introducir el número de seguimiento; es un número de referencia interno que debe rellenarse con un número relevante para tu empresa. Por último, actualiza la ubicación de entrega si es necesario.

A continuación, haz clic en Detalles de línea para desplegar la sección. La cantidad enviada se rellena automáticamente con la cantidad restante del pedido. Haz clic en la sección Notas y adjuntos para subir documentos o añadir comentarios si lo deseas. Haz clic en Enviar e imprimir en la parte inferior de la página. Cuando aparezca el mensaje, haz clic en Aceptar.

El ASN se imprimirá con un código de barras y un número en la parte superior. Puedes hacer clic en el botón Imprimir para imprimir el ASN o descargarlo para usarlo más adelante. Adjunta el ASN o, al menos, el código de barras a tu paquete o paquetes.

Bienvenido a este vídeo de aprendizaje de myBuy. Este es un vídeo para los proveedores de Roche que están registrados en nuestro nuevo portal de proveedores, myBuy GEP SMART. Si aún no te has registrado, encontrarás más información en la web de proveedores. Este vídeo te guiará por los pasos para crear una factura de material.

Una vez que hayas iniciado sesión en myBuy GEP SMART, haz clic en el módulo de Compras y en la pestaña Pedido. Las órdenes de compra con el estado «Proveedor confirmado» pueden convertirse en una factura. Haz clic en la orden de compra para la que quieras crear una factura. Haga clic en Crear factura. Cuando aparezca el aviso, seleccione Aceptar. Todos los detalles de la OC se volcarán en el borrador de la factura.

En la sección Datos básicos, revise los datos de la factura y modifíquelos según sea necesario. Introduzca su número de factura de proveedor único. A continuación, debes introducir el campo obligatorio de Dirección de pago, si no se ha rellenado automáticamente. Si este pedido se envía a un país diferente, otros campos pasarán a ser obligatorios. Introduce el país de identificación fiscal. Esto autocompletará los campos Tipo de identificación fiscal del proveedor y Número de identificación fiscal del proveedor. Añade el país de envío desde.

Haz clic en la sección Detalles de línea y revisa el precio unitario y la información de cantidad. Marca la casilla para incluir las líneas necesarias en la factura. En caso de una factura parcial consulta nuestro vídeo «Cómo crear una factura parcial» en la página web del proveedor. A continuación, debes introducir el tipo impositivo. Los impuestos se calcularán automáticamente. Añade otros cargos, el flete y el descuento si es necesario. Revisa los datos bancarios y selecciona la cuenta bancaria en la que quieres que se pague la factura. Añade la fecha de finalización del suministro.

Por último, haz clic en Enviar al comprador. Aparecerá una ventana emergente de información; léela atentamente y haz clic en Aceptar. Cuando te lo pida, haz clic en Sí para confirmar los detalles de la factura. Verás una ventana emergente de confirmación para indicar que la factura se ha generado y enviado a Roche. Se te redirigirá al módulo de Facturación donde podrás ver el estado de la factura como Enviada para su procesamiento.

Bienvenido a este vídeo de aprendizaje de myBuy. Este es un vídeo para proveedores de Roche que están registrados en nuestro nuevo portal de proveedores myBuy GEP SMART. Si todavía no te has registrado, encontrarás más información en el sitio web de proveedores. Este vídeo te guiará paso a paso para crear un informe de facturas.

Una vez que hayas iniciado sesión en myBuy GEP SMART, haz clic en el módulo Facturas. Dentro de la pestaña Factura, puedes ver los distintos estados que pueden tener las facturas. Para crear un informe más personalizado, haz clic en Filtros. Puedes encontrar todos los atributos en el lado izquierdo. Haz clic en los que quieras definir. Cuando estés satisfecho con el filtrado, haz clic en Aplicar.

Los filtros que hayas aplicado se mostrarán en una cinta resaltada en amarillo. Para eliminar un filtro, simplemente haz clic en la X junto al atributo. Los filtros se pueden guardar para usarlos más adelante haciendo clic en el icono Guardar. También puedes definir qué columnas te gustaría ver en el informe. Primero, haz clic en Gestionar atributos. Puedes seleccionar o deseleccionar los campos necesarios para incluirlos en el informe. También puedes reordenarlos arrastrándolos y soltándolos. Una vez hayas hecho las modificaciones, haz clic en Hecho para aplicar los cambios.

Para generar y descargar el informe, haz clic en Exportar y selecciona Exportar documentos. En la ventana emergente de confirmación, haz clic en Ver registros de exportación. Aquí puedes ver el estado del informe como en proceso. Ten en cuenta que esto puede tardar varios minutos, dependiendo del volumen de datos. Se te avisará cuando esté listo.

También puedes acceder a los Registros de exportación haciendo clic en el módulo de Facturas. Luego haz clic en Exportar y selecciona Ver registros de exportación. Te llevará a la misma página. Una vez creado el informe, puedes ver el estado como Completado. Haz clic en el nombre del archivo para descargarlo en tu ordenador.

Bienvenido a este vídeo de aprendizaje de myBuy. Este vídeo está dirigido a los proveedores de Roche que están registrados en nuestro nuevo portal de proveedores, myBuy GEP SMART. Si todavía no te has registrado, encontrarás más información en la web de proveedores. Este vídeo te guiará por los pasos para crear una factura parcial sobre los pedidos. Al crear una factura parcial de bienes o servicios contra una orden de compra con Roche, sigue la guía de creación y envío de facturas. Esta sección solo recoge las instrucciones para completar la sección Detalles de línea de la factura parcial. También tendrás que asegurarte de que el total de la factura coincida con la parte de la orden de compra que estás facturando.

Primero, haz clic en el módulo de Compras y selecciona la Orden de compra. Comprueba el estado del pedido. Debe figurar como «Proveedor confirmado» para poder crear cualquier factura. Haz clic en Crear factura y selecciona Aceptar en el aviso. Cuando factures una parte del total del pedido de compra, tienes que hacer clic en Detalles de línea. Según el tipo de línea del pedido de compra, tendrás distintos Detalles de la línea para editar.

Por favor, sigue estos pasos en caso de un pedido de material. En la sección Detalles de línea, aquí es donde puedes ver si el tipo de línea del pedido de compra es Material. En el caso de una orden de compra de material, ajusta en consecuencia la cantidad por la que estás facturando. Por favor, sigue estos pasos en caso de una orden de servicio fija. Dentro de la sección Detalles de la línea, aquí es donde puedes ver si el tipo de línea del pedido de compra es Servicio fijo. En caso de una Orden de Compra de servicio fijo, ajusta el precio unitario por el que estás facturando en consecuencia. Por favor, sigue estos pasos en caso de una orden de servicio variable. Dentro de la sección Detalles de línea, aquí es donde puedes ver si el tipo de línea del pedido de compra es Servicio variable. En caso de que se trate de una orden de compra de servicios variable, ajusta en consecuencia la cantidad por la que estás facturando.

Para finalizar el proceso, revisa si la Orden de Compra tenía varias líneas y asegúrate de que solo se incluyan en la factura aquellas que quieras facturar. Puedes eliminar cualquier partida que no vayas a incluir en tu factura marcando la casilla de verificación junto a la línea de detalle y haciendo clic en Eliminar. Cuando aparezca el mensaje, selecciona Sí.

Cuando se hayan completado todos los campos obligatorios, haz clic en Enviar al comprador. En la ventana emergente de información, haz clic en Aceptar. A continuación, haz clic en Sí para confirmar que tu factura cumple con todos los requisitos de las normas fiscales aplicables. Haz clic en Aceptar en la ventana emergente de confirmación. Serás redirigido al Módulo de Facturas y podrás encontrar tu factura con el estado Enviada para su procesamiento.

Bienvenido a este vídeo formativo de myBuy. Este vídeo está dirigido a los proveedores de Roche que estén registrados en nuestro nuevo portal de proveedores, myBuy GEP SMART. Si aún no se ha registrado, encontrará más información en la web de proveedores. Este vídeo te guiará por los pasos para crear una factura a partir de una confirmación de servicio.

Una vez que hayas iniciado sesión en myBuy GEP SMART, haz clic en el módulo de Compras y en la pestaña Pedido. Haz clic en la pestaña Confirmación de servicio. En la lista, selecciona la confirmación de servicio para la que quieres crear una factura. Haz clic en Crear factura.

En la sección Datos básicos, introduce el número de factura de proveedor único generado por tu sistema. Revisa y actualiza la fecha de la factura del proveedor si es necesario. Introduce el país de identificación fiscal. Esto rellenará automáticamente los campos Tipo de identificación fiscal del proveedor y Número de identificación fiscal del proveedor. Introduce el país de origen del envío.

Haz clic en la sección Detalles de línea. Puedes seleccionar o deseleccionar una línea haciendo clic en la casilla de verificación. Puedes revisar el Precio unitario y la Cantidad. Esta información se extrae de la confirmación del servicio. A continuación, introduce el Tipo impositivo. Los impuestos se calcularán automáticamente; verifica o actualiza el importe real del impuesto. Puedes introducir Otros cargos, revisar el Flete o añadir un Descuento si procede.

Revisa los datos bancarios y selecciona la cuenta bancaria en la que quieres que se pague la factura. Añade la fecha de inicio de la prestación del servicio y la fecha de finalización de la prestación del servicio. Haz clic en Enviar al comprador. Aparecerá una ventana emergente informativa, haz clic en Aceptar. En el aviso, haz clic en Sí para confirmar los detalles de la factura. Verás una ventana emergente de confirmación que indica que la factura se ha generado y se ha enviado a Roche. Se te redirigirá al módulo de Facturas, donde podrás ver tu factura con el estado Enviada para su tramitación.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to manage

your myBuy GEP SMART supplier profile.

From the GEP Home page, click the Roche client.

In the middle of the screen, click on Rewview Profile.

This will automatically bring you to your supplier

profile.

It's important to ensure that the information in your

supplier profile is as accurate as possible.

myBuy GEP SMART enables you to manage some of the

sections of your supplier profile through the change

request functionality.

All changes to your supplier profile start with a

change request.

Click on Create Change Request

and click Yes on the prompt to proceed.

The yellow line at the top indicates that you have

the change request in progress and can do the necessary

modifications.

You can see the different tabs on the left hand side

of the screen.

Select the relevant topic and the section will open

and you can make the corrections.

Once all changes have been made to your profile, you

can click on Submit.

On the prompt, please select Yes.

At the information popup, click on Close.

After a change request is submitted, it will be routed

for approval.

No other change requests can be submitted until the

initial request has been approved or rejected by Roche.

If changes are approved, the primary supplier profile

contact will receive an email confirmation.

Welcome to this myBuy learning video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to add

or change the Primary Contact of your Supplier Profile.

From the GEP SMART home page, click the Roche client.

In the middle of the screen, click on Review Profile.

This will automatically bring you to your Supplier

Profile.

To add or change a Primary Contact you need to create

a Change Request.

At the bottom of the page click on Create Change Request,

and then in the new pop up box click Yes to confirm.

When the change request screen appears, you will notice

the Change Request is in progress message at the top

left of the screen.

To add or change a Primary Contact click on the Contact

Information tab to access the contact list.

To update the primary point of contact for your organization,

click the Primary Contact selection icon next to their

name.

The colour of the icon changes from the default grey

to blue, indicating that they are the primary contact

for your organisation's supplier profile.

The Primary Contact receives Roche email notifications

when no Ordering Manager is chosen for a supplier

location.

Please note that you can only change your organisation's

primary contact with Roche's approval.

Using a generic or group email address is recommended

to ensure messages from Roche are not missed.

After selecting the Primary Contact, click on the

Submit button.

Click on Yes at the pop up message.

The Change Request will now be sent to Roche for

approval and you will be advised by email when approval

is granted.

Roche

Doing now what patients need next

Welcome to this myBuy learning video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to add

an Ordering Manager to your Supplier Locations.

From the GEP SMART home page, click the Roche client.

In the middle of the screen, click on Review Profile.

This will automatically bring you to your Supplier

Profile.

To add an Ordering Manager you need to create a Change

Request.

At the bottom of the page click on Create Change Request,

and then in the new pop up box click Yes to confirm.

When the change request screen appears, you will notice

the Change Request is in progress message at the top

left of the screen.

To add an Ordering Manager, click on the Location

Information tab to access the supplier location list.

You can have multiple locations added with different

ordering managers associated with them.

Click on the Roles and Responsibilities icon for the

location where the Ordering Manager details need to

be updated.

Open the Ordering Manager sub-section

and click on the star icon next to the selected contact

for the opened location.

Confirm your selection by clicking Apply.

To submit the changes, click on the Submit button.

Click on Yes at the pop up message.

The Change Request will now be sent to Roche for

approval and you will be advised by email when approval

is granted.

Welcome to this myBuy learning video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to select

a default bank account to your Supplier Locations.

From the GEP SMART home page, click the Roche client.

In the middle of the screen, click on Review Profile.

This will automatically bring you to your Supplier

Profile.

To set up a default bank account you need to create

a Change Request.

At the bottom of the page click on Create Change Request,

and then in the new pop up box click Yes to confirm.

When the change request screen appears, you will notice

the Change Request is in progress message at the top

left of the screen.

To select a default bank account, click on the Location

Information tab to access your supplier location list.

You can have multiple locations added with different

bank accounts associated with them.

If you have more than one bank account or more than

one currency set in your supplier profile, you can

select a default option to appear when completing

banking information on invoices.

Click on the respective Location name where you want

to define a default bank account.

On the left hand side, open the Banking Information

section.

When multiple bank accounts are used, click the check

box in the Default column to mark a bank account as

the default account for that location.

When there are multiple bank accounts for a currency,

you can click the check box in the Default Currency

column to select the default currency account for

that location.

To submit the changes, click on Save & Close,

then click the Submit button.

Select Yes at the pop up message.

The Change Request will now be sent to Roche for

approval and you will be advised by email when approval

is granted.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to add

and delete a contact in your myBuy GEP SMART Supplier

Profile.

From the GEP SMART home page, click the Roche client.

In the middle of the screen, click on Review Profile.

This will automatically direct you to your Supplier

Profile.

To add or delete a contact, first you need to click

on Create Change Request.

At the popup box click Yes to confirm.

Now the Change Request is in progress, you can make

the necessary modifications.

Click on the Contact Information tab.

Here you can see all the contacts, who have been added

to the profile.

To add a new contact, click on the + icon,

and navigate to the end of the contact list, where

the newly added empty line is.

Enter First name,

Last name

and the email address.

When all the information has been added, click the

floppy disk icon to save the new contact details.

To delete an existing contact, select the checkbox

in front of their name.

Click on the three dots on the right hand side and

select Delete from the menu.

Click Yes to confirm.

Once you are happy with the changes, click on Submit.

At the confirmation popup, click Yes to confirm changes.

When an information box appears, click on Close.

The Change Request will now be sent to Roche for

approval.

On your supplier profile you can see that a change

request is pending approval.

You can not create a new change request, until the

one in progress is approved or rejected.

You will be advised by email when approval is granted.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to acknowledge

a Purchase Order via the portal.

Once you are logged into myBuy GEP SMART, click on

the Purchasing module and the Order tab.

Click sent to supplier

and then select the Purchase Order you want to review.

The status of the PO is sent to supplier.

Review the details of the order,

including the line details.

If all the details are correct click acknowledge

order.

At the prompt, click OK.

You will be redirected to the Purchasing module.

Click on All

and the PO is shown with status Supplier Acknowledged.

Remember: Once the order is acknowledged, you cannot

create a change request, so review carefully before

acknowledging.

If you need to create a change request, please review

the how to recording for this process.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

a Change Request.

Once logging into myBuy GEP SMART, select the Purchasing

module and the Order tab where you can start initiating

a change request.

Select the relevant Purchase Order from the list and

open it.

In order to be able to initiate a change request,

the order status should be Sent to Supplier.

Next, click the More menu on the right side of the

screen

and select Change Request.

At the prompt, click OK to proceed.

The order will open in Draft status.

Click on the LINE DETAILS section to review the order

information.

You can only change the information in the fields

that are shown in a box.

You can click on Comments and Attachments in case

you'd like to enter comments about requested changes.

This will provide context to the approver.

Finally you can click on the Send to Buyer to submit

the changes.

At the prompt, click OK to proceed.

After successfully submitting the changes you will

be redirected to the ORDER sub-tab where Status will

be shown as Sent to Buyer.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

an Advance Shipping Notice in myBuy GEP SMART.

Once you are logged into myBuy GEP SMART, click on

Purchasing module and the Order tab.

Advance Shipping Notices (ASNs) let clients know of

an impending delivery, similar to a packing list.

ASNs can only be created for material orders in Supplier

Acknowledged status.

Select the Purchase Order you want to create the ASN

for.

Once the Purchase Order is open, click on More

and select Create ASN.

In the Create ASN screen, it is mandatory to enter

the Supplier ASN Number;

this is an internal reference number to be populated

with a number generated by your company system.

Then, click Shipping & Delivery Information to expand

the section.

Update the Expected Delivery Date if known.

It is mandatory to enter the Tracking Number;

this is an internal reference number to be populated

with a number relevant to your company.

Finally, update the Deliver To location if needed.

Next, click Line Details to expand the section.

The Shipped Quantity auto-populates with the remaining

quantity from the order.

Click the Notes and Attachments section to upload

documents or add comments if desired.

Click Submit and Print at the bottom of the page.

At the prompt, click OK.

The ASN will print with a barcode and number at the

top.

You can click the Print button to print the ASN

or Download it for later usage.

Please attach the ASN or at least the barcode to your

package or packages.

Welcome to this myBuy learning video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

a material invoice.

Once you're logged into myBuy GEP SMART, click on

the Purchasing Module and the Order tab.

POs with the status Supplier Acknowledged can be

flipped to an invoice.

Click on the PO you want to create an invoice for.

Click Create invoice.

At the prompt select OK.

All the PO details will be pulled through to the

draft invoice.

In the Basic Details section, review the Invoice details

and amend as required.

Please enter your unique Supplier Invoice Number.

Next you need to enter the mandatory Remit to Location

field, if it's not populated automatically.

If this order is shipped to a different country further

fields will become mandatory.

Enter the Tax Identification Country.

This will auto populate the Supplier Tax Identification

Type and Supplier Tax Identification Number fields.

Add the Ship from Country.

Click on the Line Details section

and review the unit price

and quantity information.

Click the check box to include the required line

items in the invoice.

In case of a partial invoice

please watch our "How to create a partial invoice"

video on the supplier webpage.

Next you need to enter the Tax Rate.

Taxes will automatically be calculated.

Add other charges,

freight

and discount if required.

Review the banking details

and select the bank account you want the invoice

paid to.

Add end date of supply.

Finally, click on Send to Buyer.

An Information popup will appear, please read carefully

and click OK.

At the prompt, click Yes to confirm the invoice details.

You will see a success popup to confirm the invoice

has been raised and sent to Roche.

You will be redirected to the Invoicing module

where you can see the invoice status as Sent for

Processing.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

an invoice from a service confirmation.

Once you're logged into myBuy GEP SMART, click on

the Purchasing Module and the Order tab.

Click on the Service Confirmation tab.

From the list, select the service confirmation you

want to create an invoice for.

Click Create invoice.

In the Basic Details section, enter the unique Supplier

Invoice Number generated from your system.

Review and update the Supplier Invoice Date if necessary.

Enter the Tax Identification Country.

This will auto populate the Supplier Tax Identification

Type and Supplier Tax Identification Number fields.

Enter the Ship From country.

Click on the Line Details section.

You can Select or deselect a line item by clicking

on the check mark.

You can review the Unit Price

and Quantity.

This information is pulled from the service confirmation.

Next enter the Tax Rate.

Taxes will be automatically calculated;

verify or update the Actual Tax Amount.

You can enter Other Charges,

review Freight

or add Discount if applicable.

Review the banking details

and select the bank account you want the invoice

paid to.

Add the Date of Service Start date

and Date of Service End date.

Click Send to Buyer.

An information popup will appear, click OK.

At the prompt, click Yes to confirm the invoice details.

You will see a success popup to confirm the invoice

has been raised and sent to Roche.

You will be redirected to the Invoice module,

where you can see your invoice with Sent for Processing

status.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

a Partial Invoice against orders.

When creating a partial invoice for goods or services

against a purchase order with Roche, follow the invoice

creation and submission guide.

This section only covers the instructions to complete

the Line Details section of the partial invoice.

You will also need to be sure that the invoice total

matches the portion of the purchase order for which

you are invoicing.

First click on the Purchasing module and select the

Purchase Order.

Check the Order Status.

It must be Supplier Acknowledged in order to create

any invoice.

Click on Create Invoice

and select OK on the prompt.

When invoicing for a portion of the total purchase

order, you need to click on Line Details.

Depending on the PO line type, you have different

Line Item Details to edit.

Please follow these steps in case of a material order.

Within the Line Details section,

this is where you can see if the purchase order line

type is Material.

In case of a material Purchase Order adjust the Quantity

for which you are invoicing accordingly.

Please follow these steps in case of a fixed service

order.

Within the Line Details section,

this is where you can see if the purchase order line

type is Fixed Service.

In case of a fixed service Purchase Order adjust the

Unit Price for which you are invoicing accordingly.

Please follow these steps in case of a variable service

order.

Within the Line Details section,

this is where you can see if the purchase order line

type is Variable Service.

In case of a variable service Purchase Order adjust

the Quantity for which you are invoicing accordingly.

To finish the process please review if the Purchase

Order had multiple lines and make sure that only the

ones you'd like to invoice for are included on the

invoice.

You can remove any Line Items you are not including

on your invoice by selecting the check box next to

the line item

and click on Delete.

At the prompt select Yes.

When all required fields are completed,

click on Send to Buyer.

At the Information popup,

click OK.

Next click Yes to confirm your invoice complies with

all the requirements of the applicable tax rules.

Click OK on the success popup.

You will be redirected to the Invoice Module

and you can find your invoice with the status Sent

for Processing.

Welcome to this myBuy Learning Video.

This is a video for Roche suppliers who are registered

for our new supplier portal myBuy GEP SMART.

If you haven't registered yet, please find more information

on the supplier website.

This video will walk you through the steps to create

an invoice report.

Once you're logged into myBuy GEP SMART, click on

the Invoice module.

Within the Invoice tab, you can see the different

statuses the invoices can have.

To create a more personalised report, click on Filters.

You can find all the attributes on the left hand side.

Click on the ones you would like to define.

Once you are satisfied with the filtering, click

on Apply.

The filters you applied will be shown on a yellow

highlighted ribbon.

To remove a filter, simply click on the X next to

the attribute.

Filters can be saved for later use by clicking on

the Save icon.

You can also define which columns you would like to

see in the report.

First click on Manage Attributes.

You can select or deselect the necessary fields to

include in the report.

You can also rearrange their orders by drag and drop.

Once you made the modifications, click Done to apply

changes.

To generate and download the report, click on Export

and select Export Documents.

At the confirmation pop up, click on View Export Logs.

Here you can see the status of the report as processing.

Please note that this may take several minutes depending

on the volume of the data.

You will be notified when it's ready.

You can also reach the Export Logs, by clicking on

the Invoice module.

Then click Export

and select View Export Logs.

It will take you to the same page.

Once the report is created, you can see the status

as Completed.

Click on the file name to download it onto your computer.