Occidental Petroleum Corporation · NYSE:OXY
Occidental Petroleum — Conference Presentation (April 2014)
48 slides from Occidental Petroleum's conference presentation, Apr 28, 2014
Slide 1: iSupplier Portal Supplier Training Webinar
iSupplier Portal Supplier Training Webinar Occidental Petroleum Corporation ■ iSupplier Supplier Training Webinar ■ 2014 ■ Venisha Henderson
Slide 2: Housekeeping
iSupplier Portal Supplier Training Webinar Housekeeping • Please dial in to join the meeting – 1 (314) 627-1518 • Access Code 385-408-007 • Please put your phone on mute • There will be two (2) Q&A Sessions within the Webinar – Please hold all questions until Q&A Sessions – Submit questions through
Slide 3: Welcome to the iSupplier Portal Supplier Training Webinar
Welcome to the iSupplier Portal Supplier Training Webinar • Overview – Purchasing Document Types (GBPA, CPA, SPO) – Purchasing Document Line Types and Price Breaks • Demo – Transactions – How to access the iSupplier Portal (Email notifications/ Webpage) – How to view and accept purchasing documents
Slide 4: Overview
Welcome to the iSupplier Portal Supplier Training Webinar • Overview – Purchasing Document Types (GBPA, CPA, SPO) – Purchasing Document Line Types and Price Breaks
Slide 5: Overview – Purchase Document Types
Overview – Purchase Document Types • Global Contract Purchase Agreement (GCPA) • Global Blanket Purchase Agreement (GBPA) • Standard Purchase Order (SPO)
Slide 6: Global Blanket Purchase Agreement (GBPA)
Global Blanket Purchase Agreement (GBPA) – Used to instrument Statements of Commercial Terms of Master Agreements or Stand Alone Contracts. – Allow better managing of supplier price books. – Oxy can create Standard Purchase Orders (SPO) against the GBPAs to request materials or services. Supplier ca
Slide 7: Standard Purchase Agreement (SPO)
Standard Purchase Agreement (SPO) – Used as Stand Alone Agreement for one-time purchases of materials or services when the description of the goods/services, pricing, quantities and delivery schedule are known. – Used to order against Global Blanket or Contract Purchasing Agreement. SPO lines may re
Slide 8: Overview – PO Line Types
Overview – PO Line Types • Goods – Material item description, UOM and rate are populated in price book. Rates can contain price breaks • Services – Service item description, UOM/Rate are populated in price book. Rates can contain price breaks • Amount Based Services – Services items, total amount is
Slide 9: Overview – PO Lines Types (continued)
Overview – PO Lines Types (continued) • 3rd Party – Services/Materials provided by a 3rd party(subcontractor). Not specifically defined in the price book • Reimbursable – Expenses to be reimbursed based on an expense report. Not specifically defined in the price book • Sales Tax – Sales tax • Tax Ot
Slide 10: Overview – Price Breaks
Overview – Price Breaks • Price Breaks: Some PO Line items will contain Price Breaks. Price breaks occur whenever the GBPA contains complex pricing for the supplier charges submitted – Price breaks can be a service, goods or price on demand PO Line type – The price is determined by either the quanti
Slide 11: Process Overview – Purchasing Document
Process Overview – Purchasing Document Purchasing Supplier Negotiate Receives Document Pricing Notification Created (Via E-mail (GCPA/GBPA/SPO) and iSupplier Portal) Purchasing Yes Acknowledgement Document SPO? Required No Agreement Active
Slide 12: Q & A Session
Q & A Session • Please submit all questions through Chat Window • 3 minutes for Q&A Session • Please limit questions to only the functionalities of iSupplier and not specific to your company • Not all questions will be answered due to limited time
Slide 13: Demo – Transactions
Welcome to the iSupplier Portal Supplier Training Webinar • Demo – Transactions – How to access the iSupplier Portal (Email notifications/ Webpage)
Slide 14: How to access (Email notifications/ Webpage)
DEMO – How to access the iSupplier Portal (Email notifications/ Webpage) • Supplier can access the iSupplier Portal via: – Webpage – Email Notifications
Slide 15: How to access via the webpage
DEMO – How to access the iSupplier Portal via the webpage • Suppliers can access the iSupplier Supplier Webpage by going to www.oxy.com, or • To directly access the iSupplier Portal Login Screen, enter the following link in the address bar: http://oxysupplier.oxy.com/OA_HTML/AppsLocalLogin.jsp 15
Slide 16: How to access via the webpage (continued)
DEMO – How to access the iSupplier Portal via the webpage (continued) • Click on the Our Businesses tab at the top of the page 16
Slide 17: How to access via the webpage (continued)
DEMO – How to access the iSupplier Portal via the webpage (continued) • Under the Our Business section – Oil and Gas, click on the Doing Business With Us hyperlink
Slide 18: How to access via the webpage (continued)
DEMO – How to access the iSupplier Portal via the webpage (continued) • Under the Registered Suppliers section, click on the iSupplier Portal Access “here” hyperlink to access the iSupplier Portal
Slide 19: How to access via the webpage (continued)
DEMO – How to access the iSupplier Portal via the webpage (continued) • Enter User Name and Password, then click on the Login button
Slide 20: How to access via the email notification
DEMO – How to access the iSupplier Portal via the email notification. • An email Notification will inform the Supplier that they can review the Purchasing Document or may require that they electronically accept or reject the Purchasing Document within the portal – Action Required – No Action Require
Slide 21: How to access via the email notification
DEMO – How to access the iSupplier Portal via the email notification. • For GBPAs a Review notification is sent the Supplier
Slide 22: How to access via the email notification (continued)
DEMO – How to access the iSupplier Portal via the email notification (continued) • For SPOs, suppliers must accept the purchasing document and will receive an email notification to take action
Slide 23: How to access via the email notification (continued)
DEMO – How to access the iSupplier Portal via the email notification (continued) • Enter User Name and Password, then click on the Login button
Slide 24: Demo – Transactions
Welcome to the iSupplier Portal Supplier Training Webinar • Demo – Transactions – How to view and accept purchasing documents (GBPA/SPO)
Slide 25: How to view and accept purchasing documents (GBPA/SPO)
DEMO – How to view and accept purchasing documents (GBPA/SPO) • View SPO/ GBPA Header section – Provides key document information • View SPO/ GBPA Lines information section – Provides the specific detailed data of the services and/or materials requested by Oxy • View Purchasing Document File section
Slide 26: Demo – Transactions
Welcome to the iSupplier Portal Supplier Training Webinar • Demo – Transactions – How to submit supplier charges (Invoices/Field Tickets)
Slide 27: Process Overview – Supplier Charges
Process Overview – Supplier Charges (Applies to Executed Valid Contract that are already in place) Supplier Creates and Oxy Confirms or Link to GBPA Pricing Supplier performs Submits Supplier Rejects the Supplier work at site Charges (Field Ticket Charges or Invoice) Notification sent Supplier Charg
Slide 28: Process Overview – Supplier Charges
Process Overview – Supplier Charges • Supplier charges: – Contains PO Line types from supplier price book • Supplier Charges Types: Field Ticket and Invoices – Field Tickets: • Submit if your field ticket is going to become the invoice, by confirming the field ticket, Oxy is approving the invoice •
Slide 29: Process Overview – Supplier Charges (Continued)
Process Overview – Supplier Charges (Continued)
Slide 30: How to create supplier charges
DEMO – How to create supplier charges • To create Supplier Charges, suppliers will use – Invoicing information provided by the Oxy Representative (Agreement Number, Business Unit, Project Number, etc.) • Who requested or supervised the delivering of services and/or materials – Materials and services
Slide 31: Field Ticket vs. Invoice
DEMO – Field Ticket vs. Invoice Submit only 1 Field Ticket for Submit Invoice supported by Submit Invoice supported by invoicing only 1 Field Ticket number Multiple Field Tickets (1) To change Document (1) Keep Document Type (1) Keep Document Type Type, click on the drop as Invoice as Invoice down a
Slide 32: Demo – Transactions
Welcome to the iSupplier Portal Supplier Training Webinar • Demo – Transactions – How to view invoices and payments
Slide 33: How to view invoices and payments
DEMO – How to view invoices and payments • View Invoices • View Payments
Slide 34: How to view invoices and payments
DEMO – How to view invoices and payments
Slide 35: Supplier Charge Statuses
DEMO – Supplier Charge Statuses
Slide 36: Demo – Transactions
Welcome to the iSupplier Portal Supplier Training Webinar • Demo – Transactions – How to create SPO matched invoices
Slide 37: How to create SPO matched invoices
DEMO – How to create SPO matched invoices
Slide 38: Demo – Transactions
Welcome to the iSupplier Portal Supplier Training Webinar • Demo – Transactions – How to submit credit memos
Slide 39: Create and submit credit memo
Demo – Create and submit credit memo • Reasons to submit a credit memo – Overpayment – Billing Errors – Unused Material • Key points – – All required fields must be completed (denoted with *) – Not related to any contract or GBPA – Can be submitted at any time – Once submitted, cannot be modified –
Slide 40: Submit credit memo
DEMO — Submit credit memo Oxy Supplier Collaboration ~S “a - rs 7) Navigator ¥ & Fao Home Orders | Finance | Admin : = . Create Invoices | Supplier Charges || Create credit Memos | View Invoices | View Payments Credit Memos Search Simple Search Note that the search is case insensitive Advanced Searc
Slide 41: Q & A Session
Q & A Session • Please submit all questions through Chat Window • 3 minutes for Q&A Session • Please limit questions to only the functionalities of iSupplier and not specific to your company • Not all questions will be answered due to limited time
Slide 42: Conclusion
Conclusion • Access the iSupplier Portal • View and accept purchasing documents • Create and submit supplier charges (Invoices/Field Tickets) • View supplier charge statuses, invoices and payments • Create and submit SPO matched invoices • Create and submit credit memos
Slide 43: Support
Welcome to the iSupplier Portal Supplier Training Webinar • Support – Supplier Webpage – Supplier Help Desk
Slide 44: Support
Support • Supplier Webpage – www.oxy.com (Direct link http://isuppliersupport.oxy.com) • iSupplier Portal access • iSupplier Portal User Guides – i.e. How to Submit Supplier Charges • Access to Supplier Help Desk - USA – Able to submit a web-form help ticket (Available 24 hours a day to receive requ
Slide 45: Supplier User Guides
Supplier User Guides Transactions Supplier Key Action User Guide Links at the Supplier Webpage Purchasing Document View Purchasing Documents (Purchase http://oxy.com/OurBusinesses/OilAndGas/D Orders, Services Orders, Contracts, Master BWU/Documents/iSupplier%20User%20Gu Services Agreements, etc.); a
Slide 46: Thank You for Joining Us
Thank You for Joining Us é —EE_E_E_E EEE IY — ¢
Slide 47: OXY
—~z OXY QT Occidental Petroleum Corporation
Slide 48: Slide 48
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