User Manual Vendors` Portal Registration

User Manual
Vendors’ Portal Registration
Prepared for
KFSH – D (King Fahad Specialist Hospital - Dammam)
Project
Logistics Project Implementation - Microsoft Dynamics AX 2009
Prepared by
Naizak - Maison
Contributors
Mohammed Dehwah
Ali Jawad
Document Number
VMMGT-V1.0
Naizak - Maison
User Manual – Vendor Portal Registration
King Fahad Specialist Hospital – Dammam
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1 Navigating to the vendor’s screen
1. Follow the link to the KFSH-D’s Logistics portal which should be available on KFSH-D’s
website
2. Login to the logistics portal and you will be taken to Portal page. The figure below shows
the main page of portal where three tabs are appearing. Click on “Enterprise portal
server” tab.
3. You will be directed to your “Role Center” page as shown in Figure 1 below
4. Navigate to the Purchase tab
5. On the Purchase tab and under Main Lists click “vendors” link as shown below
Naizak - Maison
User Manual – Vendor Portal Registration
King Fahad Specialist Hospital – Dammam
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‘Vendors’ Page Description:
The vendors’ page should have all vendors that exist in the organization. The standard page
area has information regarding vendor account, name, telephone, email, internet address,
group, balance, workflow status and “submit by”.
2 Creation/Registration of a new Vendor
Next, the vendor has to fill the registration form and attach the required documents.
For that, following steps need to be followed for registration and documents attachment:
1. From the “Vendors” page, Go to ‘New>Create vendor/Registration
2. A new form will be opened, Fill this form as shown below.
Naizak - Maison
User Manual – Vendor Portal Registration
King Fahad Specialist Hospital – Dammam
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Note: Vendor ID will be auto generated and it will be hidden on the screen.
3. After entering vendor “group”, documents number, documents expiry dates and other
information by vendor, press OK button to close the form.
Note: All documents expiry dates must be entered. Hijri date will be auto populated
based on document’s Gregorian date.
Required fields are indicated with a red asterisk, you won’t be able to proceed with registration
till these required fields are filled.
4. After that, click ok to move to the “vendor information” page. You will prompted with
the required documents as shown in the screenshot below.
5. Attach the required documents.
Naizak - Maison
User Manual – Vendor Portal Registration
King Fahad Specialist Hospital – Dammam
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6. To verify, Status of attached documents can be viewed, either “Attached” or “Not
attached”, in the same vendor information window.
7. After that, you will have to submit the required documents by clicking on “Related
information” drop-down menu and select “Documents” as shown in the screenshot
below. Unless documents are attached, “Register” button will not appear. A new
window will open.
Naizak - Maison
User Manual – Vendor Portal Registration
King Fahad Specialist Hospital – Dammam
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8. Click on “New” drop-down menu and select “Upload document” as shown below.
9. You will be taken to the window for document attachment. A screenshot of that window
is shown below
10. Write the “Description” of the attached document which is compulsory and Select the
“Type” of file you are attaching. For each document, separate type will be selected e.g.
Naizak - Maison
User Manual – Vendor Portal Registration
King Fahad Specialist Hospital – Dammam
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for zakat certificate, file type “Zakat certificate” will be selected and for labor certificate,
file type “Saudi labor” will be selected and similarly for remaining documents. Select the
path in “Attach file” from where file /document needs to be attached.
11. Click on “Vendor information” tab to go back to vendor information form as shown
below.
12. After all documents are attached, vendor will submit the form for registration. Click
“Register” button for submission. “Vendor approval - Register” window will pop-up to
enter comments, if required, and then click “Register”.
Now status of the vendor record will be updated to “Submitted” on portal as well as on vendor
master window.
Naizak - Maison
User Manual – Vendor Portal Registration
King Fahad Specialist Hospital – Dammam
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