ERFX Supplier Quick Reference Guide2

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Exxon mobile E-Procurement Presentation

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  • On-line Procurement (eRFX) Quick Reference SUPPLIER GUIDE(Screen Shots) Nov 15, 2004

  • 1. Follow the Instructions that you received in the initial email from ExxonMobil On-line Procurement. They will guide you through your first sign-on and updating of your personal information. Save the URL or Internet address in order to return to this login screen whenever you want to enter the ExxonMobil On-line Procurement application

  • Click on the OK button.

  • Follow instructions: Enter your initial password and then enter a new password that only you will remember. Enter the new password again and hit OK

  • Click on the OK button.

  • Enter your ID and new Password.

    Click the Login button to continue.

  • Click on the OK button.

  • Click on the appropriate button.

  • Please complete your profile and click FinishMake sure your email info is correct

  • Note: You have the ability to change your signon language interface by using Edit Locale Settings click Finish and Return to your Home Page to continue

  • Note: This screen will appear if you click Edit Locale Settings from previous screen. Click Finish when done.

  • Once you have completed your login you will see the following screen. You can always update your personal information and password by using the Personalize link on the top of the page.If you are ready to enter the system, click on the gadget labeled eRFX Enter On-line Procurement. For assistance, please call the applicable Supplier Support Center below:

    North America (located in USA)Languages: EnglishHours: 8:30 a.m. to 8:00 p.m. Eastern USA timePhone: 1-888-548-2441 (if call within USA); 512-651-9793 (if call from outside USA)

    Europe, Middle East, Africa (located in Belgium)Languages: English, German, French, Spanish, Portuguese, DutchHours: 8:30 a.m. to 5:00 p.m. Central Europe timePhone: +32 (0) 16 387581

    Asia Pacific (located in Philippines)Languages: English, Mandarin ChineseHours: 8:00 a.m. to 5:00 p.m. Pacific Manila/Singapore timePhone: 800-7687-2464 (toll free from Singapore, China, Australia, Malaysia and Japan) Note: If calling from Malaysia, dial '00' followed by the toll free numberPhone: 512-651-9793 (international call for all others)

    Once you enter the ExxonMobil eRFX On-line Procurement system, there is additional material availableto you via the Help button at the top of your screens.

    You may also contact customer support via email: [email protected]

  • The next screen you will see is your Dashboard. If it is blank, you will need to customize to view details. Click the Customize button.Select Options on the next screen you see .

  • Select Rearrange Dashboard from the drop-down menu .On the next screen select Add Content under the Navigation Panel column.

  • Click the Add button for eRFX.If you now see eRFX in your Navigation Panel column, repeat the process of adding content to the Left Column and Right Column as shown in the following screens .

  • Add Messages and Events to your Dashboard. Please ignore the Demo area.Click Done on the screen below.

  • Your Dashboard should now look like the screen shot below. If you are invited to an eRFX event you will see the name of the Event and any Messages as links. If you click on a link it will take you directly to the event from your Dashboard. You can always click on Event List link and it will take you to a screen that displays all events that you have been invited to.

  • This is an example of what your screen may look like if you have been invited to a number of events that are in various stages of completion.Next, please click Preferences in order to keep your email and local information current.Note : Use the buttons on the screen. DO NOT click the 'Back or Forward' buttons at the top panel of your browser when using the eRFX site.

  • It is very important to keep your email address current within the system. To make any changes, click Edit.

  • Change email hereChange locale and language hereWhen you have finished updating your information, click OK.

  • Make sure the information is accurate and then click My Dashboard or View All to return to working with your eRFX event.

  • Now you should see the bid event(s) that you have been invited to, including status and Time Remaining for that status.Click on the RFX name to view details and submit a bid.Message Center will show a blinking mail icon if you have a recent message

  • If the Buyer has set the pre requisite for you to indicate your interest to respond, you need to click on the Intend to Respond button and refresh the screen before you are allowed to prepare your bid/ response. If there is no Intend to Respond button, you can proceed to the next page and review the content of the bid event.

  • Before proceeding with reviewing the 4 main tabs associated with the bid content, please note the Q&A Board and Time Remaining featuresQ&A Board allows supplier to ask or direct questions to the bid initiator/owner.Time Remaining on this event

  • There are four main tabs which allow you to view information related to this event are: RFX Info, Items, Rules and Event Change History.The RFX Info tab includes all instructions and requirements for the current event. Event Change History Tab helps to track the past changes done to this event.Supplier can click and open details in an attached file.

  • The Items tab includes all items which you as a potential supplier may bid on. Be Sure to Look here and Navigate to next page to view more items

  • The Rules tab indicates Currency, Timing Rules, and other criteria for this bid event.

  • The Event Change History tab includes a history of changes made to the event by the owner/buyer.

  • When ready to prepare a response, click Prepare Response buttonInput your response in the blank space, then click Next

  • Enter Values - is where you input your bid. When finished, click Next.Be careful to check for additional pages to ensure you respond to all items.

  • Check Summary before submitting. Be Careful Make sure you hit Submit to complete your response.If info is correct and you want to submit, click Submit. If you want to save and submit later, click save. You can return to this page anytime before bid closing time to submit bid

  • If you hit Save instead of Submit you should see the following WARNING. Your response will only be recorded if you hit Submit. To go back to the screen that will allow you to submit, click OK or Cancel

  • Once you submit a bid, this page will be displayed. A message will pop up in the Message Center indicating that the bid was entered. There will be a bid ID attached to successful bid. This ID number will assist Support in tracing your bid submission if there is any problem during the bid process.You can click revise response/ bid and make changes to your bid which was previously submitted (as long as there is Time Remaining indicating that the bid is still open)

  • Notice that after you submit a bid, there is an additional tab in the event, labeled My Response. This tab records all bids that were submitted successfully. Click on Bid Number under the Id column to view more information.