gefinance

COMS User Guide - Distributors
GE Capital Distribution Finance
Updated as at June 25, 2014
Imagination at work.
© 2014 GE Commercial Corporation (Australia) Pty Ltd (ABN 28 000 974 747) and GE Finance and Insurance (Company
Number 1199684). All rights reserved.
This material is provided to you solely for information purposes and does not constitute an offer, agreement, or
commitment to lend, provide financing or sell any securities or financing instruments and shall not be construed to create
any fiduciary, advisory or other relationship or the provision of any investment advice or service. Nothing herein shall be
deemed to obligate GE Commercial Corporation (Australia) Pty Ltd, GE Finance and Insurance or its affiliates (collectively,
“GE Capital”) to provide, arrange or syndicate any credit facilities or other financing in favour of you, your affiliates or any
other person. In the event GE Capital elects to commit to provide, arrange or syndicate any such credit facilities or other
financing, such commitment shall be reflected in a final definitive written letter agreement executed by duly authorised
officers of GE Capital. GE Capital does not represent or warrant the accuracy, completeness or reliability of any of the
information contained herein, either expressly or impliedly, for any particular purpose, and shall have no duty to update or
correct any such information. In no event will GE Capital nor its affiliates and their directors, officers, contractors and
agents be liable for any losses or damages arising from or as a result of the use of the information or the materials
contained herein.
“GE,” “General Electric Company,” “General Electric,” “General Electric Capital Corporation,” “GE Commercial Corporation
(Australia) Pty Ltd,“ “GE Finance and Insurance,” “GE Capital,” the GE Logo, and various other marks and logos used in this
publication are registered trademarks, trade names and service marks of General Electric Company. You may not use,
reproduce, or redistribute this publication, any part of this publication, or any trademark or trade name without the written
permission of GE Capital.
COMS user guide | 25 June 2014
2
Table of contents
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Welcome to COMS
Site overview and navigation
Work queue
Notifications
Approvals
Billing and payment
Inventory
Analytics
Administration
Help
COMS user guide | 25 June 2014
3
1. Welcome to COMS
COMS is our Customer Online Management System. Some of the new
features include:
Easier
• Modern look
• Intuitive navigation
• Extensive search
functionality
• Self administration
Smarter
• Additional email
notifications
• Real time reporting
Faster
•
•
•
•
Actionable work queue
Customised page views
Online payments
Centralised reporting
COMS replaces the current online management tool, eP@l, which
will be decommissioned.
COMS user guide | 25 June 2014
4
2. Site overview and navigation
4
6
8
7
2
1
1. My notifications
2. Recent portfolio
trends
3. My work queue
4. Messages
5. Notifications
6. Staged payments
7. Help central
8. Settings – Set profile
9. Did You Know? –
Quick specific help
tips
5
3
9
COMS user guide | 25 June 2014
5
2. Site overview and navigation
The search functionality allows search of invoices/trusts or approvals, across the site and all
customer numbers, by a simple click of the search bar at the right of the navigation bar.
.
COMS user guide | 25 June 2014
6
3. Work queue
Your My Work Queue is your personal ‘to do list’, accessible from your home page.
Customising your My Work Queue is easy! Utilise the icons on the lower left to personalise
the view of your home page.
Please note these tips are applicable to all work queues throughout the site.
Refresh
Add/remove data columns
Search bar
Export
Save settings
COMS user guide | 25 June 2014
7
4. Notifications
You can now be alerted of key account developments via Notifications in COMS or via email.
Current notifications are when an approval status changes, when comments are added to an
approval or when a dealer account closes.
Set your notification options by clicking settings in the top blue navigation bar.
1
2
3
COMS user guide | 25 June 2014
8
5. Approvals
Approvals can be accessed via your My Work Queue (individual) or Work Queue
(organisation) under the Approvals navigation menu.
You can add comments to any approval by clicking on the approval number – the popup menu
is presented below.
New approvals are easily added via the New Approval menu and those added approvals are
immediately visible in the Approval List at the top of the page
1
2
COMS user guide | 25 June 2014
9
6. Billing and payment
Your billing statements can be found online under Billing. Documents will include billing
statements and debit notes.
COMS user guide | 25 June 2014
10
6. Billing and payment
Payments can be made online via your home page and the Payments tab in your ‘My Work
Queue’ or under Billing and Payment, Make Payment.
From the Make Payment menu option, you have the ability to set up staged payments in
advance. Available staged Payments are highlighted by the shopping cart in the blue
navigation bar.
COMS user guide | 25 June 2014
11
7. Inventory
All of your relevant inventory information is on one concise page, the Mfg/Dist Summary. As
highlighted below a dealer list, aging and collateral code summary can accessed via the tabs.
COMS user guide | 25 June 2014
12
8. Analytics
All your business intelligence tools, i.e. analytics and reports, can be found in one centralised
location under the Analytics menu. Open to Buy (available credit) reports can be found under
Reports. Performance summaries can also be accessed here.
COMS user guide | 25 June 2014
13
9. Administration
The designated Administrator for your company has the ability to view all users, activate and
deactivate users, add new users and adjust user access. To access a users detailed
information, simply click on the User ID in the grid highlighted below.
COMS user guide | 25 June 2014
14
9. Administration – COMS access types
COMS provides the following user access types that can be set for each user account. Multiple
roles can be selected per user to suit your business requirements.
Primary role
Supplementary role
View inventory, approvals and related
reports*
View statements
Add/modify approvals, view open to buy
report*
Stage payments, cannot confirm
Approve transfers, locate inventory*
Stage and confirm payments
The supplementary roles above can be set in conjunction with a primary role
* User migrated from eP@L to COMS will be set up with these roles.
COMS user guide | 25 June 2014
15
9. Administration – Setting up additional users
Additional users may be set up by your COMS Administrator by following the steps below:
• Administrator to log in to COMS
• Go to Administration menu
• Select Add New Account
• Complete New User Details as per the form
• Set new user’s security privileges/role in company by selecting appropriate checkbox(s).
• Click Submit in the bottom right corner
• Access the help function - add new user screen for troubleshooting queries
• GE Capital will send an email confirmation to the new user once access has been granted.
COMS user guide | 25 June 2014
16
9. Administration – Administrator first log in
1
2
Logon
3
Confirm email
Confirmation code
Log on to COMS utilising the User ID
and Password sent to you by GE
Capital.
Upon your first logon, confirm your
email address via a two step process:
An email will be automatically sent to
the email provided, containing your
unique confirmation code
AU: www.gecapital.com.au/coms
NZ: www.gecapital.co.nz/coms
1. Input and confirm your correct
company email address
2. Enter this confirmation code to
complete the process
COMS user guide | 25 June 2014
17
9. Administration – Additional new user first log in
1
2
Logon
Change password
You will be prompted to immediately
change your password. Please note
that passwords are case sensitive.
Log on to COMS utilising the User ID
and password from your activation
email.
AU: www.gecapital.com.au/coms
NZ: www.gecapital.co.nz/coms
3
Log on – new password
Log on with the new password you
have just created.
Take note of minimum password
requirements:
• 8-20 characters in length
• Cannot contain User ID
• Cannot begin with a number or
special character
• Contains at least one number
• Contains at least one lower case
character.
COMS user guide | 25 June 2014
18
9. Administration – Additional new user first log in
4
5
Terms of use
6
Security
Review terms of use and click I Accept
Set up challenge Q&As.
Confirmation code
•
An email will be instantaneously
sent to the email provided
containing
your
unique
confirmation code
•
Enter this confirmation code to
complete the process
Your new user’s log in process is
now complete!
COMS user guide | 25 June 2014
19
10. Help - Menu
COMS provides an intuitive help menu customised to your current screen. This can be
accessed by clicking the
icon on your COMS toolbar. It will provide an explanation of
processes on your current screen, as well as FAQs and a glossary.
COMS user guide | 25 June 2014
20
10. Help - Index
A complete index of all help topics can be accessed within the help menu by clicking Index and
then clicking on the desired topic.
COMS user guide | 25 June 2014
21
10. Help – Training videos
COMS provides you with a five minute ‘quick overview’ and a twenty minute ‘in depth’ training
video.
COMS user guide | 25 June 2014
22
10. Help
Still have questions?
Please contact your GE Capital Relationship Manager or Distribution
Finance Operations:
[email protected]
AU: 1800 133 580
NZ: 0800 332 525
COMS user guide | 25 June 2014
23