The SRM SUS Logon screen is displayed Click on “Forgot your password?” to reset your password Note: The SRM Login Assistant screen is displayed Activity/Field Name Data Input Description How can we help? Drop down list, select Password Reset Select password reset from the drop down Click on Submit to continue. Note: The Password Reset Information screen will be displayed Activity/Field Name Data Input Description User ID Enter user ID, E.g. 500024_001 your logon user ID as supplied to you by TE. This will start with your vendor number, underscore and 3 numbers Last Name Enter your last name Enter your last name First Name Enter your first name Enter your first name Email Enter your user email address Enter your user email address, not the group email. This is the email
You are now on the List of GRV screen with the document name GR for a goods PO on the Document number you with to create an invoice for. Caution: The document (PO) will only appear on this list if the GRV has been completed by TE. Note: The PO number is displayed on the Data area of the screen Click on Create Invoice button to create an invoice. Note: The Process Invoice screen is displayed. Enter the following information: Item Data Input Description Description Enter Invoice Reference number, e.g. INV - SUPPLIER - 001 - 19062012 Enter the invoice number under description - Prefix with the centre responsible, followed by your company name, e.g. KDS – ABCSUPPLIES – your statement reference. A table of centre prefixes is provided below for your reference.
Unplanned Delivery Costs Enter any unplanned delivery costs where relevant, e.g. R150.00 Enter any unplanned delivery costs if necessary Note: The conditions will change to match any net value changes or delivery costs changes made on the invoice screen. Tax Select the relevant tax for your invoice from the drop down menu. Select the relevant tax for your invoice: Note: Should the invoice be for selected delete those lines that are not being invoiced by clicking on the delete icon on the line item. Warning: All SRM SUS invoices must be accompanies by a company Invoice and an Invoice Statement. Attaching and Invoice and Invoice Statement Scroll to the bottom of your screen to attach your documentation. Caution The following rules apply for attachments: Only PDF files will be accepted The maximum allowed size for attachments is Click on Add Attachments button to add your Invoice and Statement.
Description Enter Invoice Reference number, e.g. INV - SUPPLIER - 001 - 19062012 Enter the invoice number under description - Prefix with the centre responsible, followed by your company name, e.g. KDS – ABCSUPPLIES – your statement reference. A table of centre prefixes is provided below for your reference. Unplanned Delivery Costs Enter any unplanned delivery costs where relevant, e.g. R150.00 Enter any unplanned delivery costs if necessary Note: The conditions will change to match any net value changes or delivery costs changes made on the invoice screen. Tax Select the relevant tax for your invoice from the drop down list. Select the relevant tax for your invoice: Note: Should the invoice be for selected lines, delete those lines that are not being invoiced by clicking on the delete icon on the line item. Warning: All SRM SUS invoices must be accompanied by a company Invoice and an Invoice Statement.