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Video Library
Welcome to this myBuy Learning Video.
This is a video for Roche suppliers who are registered
for our new supplier portal myBuy GEP SMART.
If you haven't registered yet, please find more information
on the supplier website.
This video will walk you through the steps to navigate
the landing page of myBuy GEP SMART.
From the business network log in screen,
enter your Username
and click Next.
Enter your Password.
and click Sign in.
In the GEP Business Network home page, click on the
Roche client to access the landing page.
You will see the Relationship Summary where you can
find the different modules of myBuy GEP SMART.
At the bottom of the page you can find the Links &
Documents section
and on the right hand side your tasks.
You can also navigate to your supplier profile by
clicking on Review Profile.
Based on your selection on the previous page, you
will be directed to the respective workbench.
At the top of the screen, you can see the different
modules.
This might be slightly different for everyone, based
on your setup.
Please see our other process specific recordings
for more in depth information on the most important
modules.
On the left hand side you can see the taskbar with
the Home button that will bring you back to the GEP
Home page.
You can access your Supplier Profile
or create different documents, like an Invoice or
Credit Note.
Under My Tasks, you can review the pending items
that are waiting for your action or input.
On the top right corner of the page you can see the
Bookmark icon where you can find your saved pages.
For example if you use the Purchase Order tab a lot,
you can save it as a bookmark and can access it anytime
from here.
If you click on the loudspeaker icon next to Bookmarks
you can find the Announcements.
This is where you are updated about the new available
functionalities or changes of the platform.
In the corner, you can see your initials and this
is where you can access your user profile.
If you scroll down to the bottom, you have the option
to switch the language of the platform as you prefer.
Please note that after selecting a new language the
platform will log you out and you will need to log
back in to see the changes in language.
Another important feature is the search bar which
is a great tool in case you need to look for a document
and you don't know in which module it exists.
You can select what kind of information you're looking
for and enter the search term for example a PO number
or Invoice number.
Last but not least you can click on the question mark
icon on the top right corner to find the GEP contact
details in case you have a technical issue and need
support.
This concludes the most used features and navigation
within myBuy GEP Smart.
Welcome to this myBuy learning video.
This is a video for Roche suppliers who would like
to register for our new supplier portal myBuy GEP
SMART.
For more myBuy GEP SMART learning videos please visit
the supplier website.
This video will walk you through the steps to register
and log into GEP Business Network to complete your
registration.
Before you can access and begin using the system as
a new supplier, you will need to complete a one-time,
2-step registration process:
registration for GEP Business Network
and registration for myBuy GEP SMART.
The process starts with an invitation email from
Roche.
Suppliers using myBuy GEP SMART for the first time
will receive an email with a link to access the registration
form.
The link will bring you to the Registration Information
screen where you need to create your username,
password
and password confirmation.
Lastly, you need to check the box to confirm that
you have read the GEP terms of use and privacy.
When you're finished, click Submit.
You will receive an email from global.mybuy@roche.com
with an activation link.
Once you click the link you will see a pop up with
a confirmation message that the account is verified.
This means you can now log into the Business Network.
From the Business Network login screen, enter your
Username
and click Next.
Enter your Password
and click on Sign In.
After registration, when you first enter your supplier
profile by clicking the Review Profile button, there
is a one-time activity you need to perform.
This is where you can confirm that you will keep the
company information up to date for Roche.
There is also a popup window with contact information
in case of technical issues in the future.
Check the check box
and click the Accept button.
And now you can access all the functionalities and
your profile in the platform.
Welcome to this myBuy Learning Video.
This is a video for Roche suppliers who are registered
for our new supplier portal myBuy GEP SMART.
If you haven't registered yet, please find more information
on the supplier website.
This video will walk you through the steps to retrieve
your forgotten password or username.
To retrieve your Business Network User Name or Password,
go to the GEP Business Network Login page.
You will have 2 options: Forgot Password and Forgot
Username.
Both solutions will require you to log into your
email account which you are registered with in GEP
Business Network.
For password retrieval, first you need to click on
Forgot Password.
Then you need to enter your registered Email address
or User Name
and click Submit.
A link to reset your password will be sent to you
along with a verification code in 2 separate emails.
If you don't find these emails, please make sure
you also check your Spam folder.
When you click on the link, you will be directed to
the Validation & Password Reset page.
You will be prompted to enter the Verification Code
and your New Password.
Confirm your new Password.
Click Update.
You will receive an email confirming your successful
password change.
For Username retrieval, first you need to click on
Forgot Username.
Select the Forgot Username tab and enter your email
address that you're registered with in GEP Business
Network.
Click Submit.
You will receive your username in an email.
If you don't find this email, please make sure you
also check your Spam folder.
Welcome to this myBuy Learning Video.
This is a video for Roche suppliers who are registered
for our new supplier portal myBuy GEP SMART.
If you haven't registered yet, please find more information
on the supplier website.
This video will walk you through the steps to manage
your myBuy GEP SMART supplier profile.
From the GEP Home page, click the Roche client.
In the middle of the screen, click on Rewview Profile.
This will automatically bring you to your supplier
profile.
It's important to ensure that the information in your
supplier profile is as accurate as possible.
myBuy GEP SMART enables you to manage some of the
sections of your supplier profile through the change
request functionality.
All changes to your supplier profile start with a
change request.
Click on Create Change Request
and click Yes on the prompt to proceed.
The yellow line at the top indicates that you have
the change request in progress and can do the necessary
modifications.
You can see the different tabs on the left hand side
of the screen.
Select the relevant topic and the section will open
and you can make the corrections.
Once all changes have been made to your profile, you
can click on Submit.
On the prompt, please select Yes.
At the information popup, click on Close.
After a change request is submitted, it will be routed
for approval.
No other change requests can be submitted until the
initial request has been approved or rejected by Roche.
If changes are approved, the primary supplier profile
contact will receive an email confirmation.
Welcome to this myBuy learning video.
This is a video for Roche suppliers who are registered
for our new supplier portal myBuy GEP SMART.
If you haven't registered yet, please find more information
on the supplier website.
This video will walk you through the steps to add
or change the Primary Contact of your Supplier Profile.
From the GEP SMART home page, click the Roche client.
In the middle of the screen, click on Review Profile.
This will automatically bring you to your Supplier
Profile.
To add or change a Primary Contact you need to create
a Change Request.
At the bottom of the page click on Create Change Request,
and then in the new pop up box click Yes to confirm.
When the change request screen appears, you will notice
the Change Request is in progress message at the top
left of the screen.
To add or change a Primary Contact click on the Contact
Information tab to access the contact list.
To update the primary point of contact for your organization,
click the Primary Contact selection icon next to their
name.
The colour of the icon changes from the default grey
to blue, indicating that they are the primary contact
for your organisation's supplier profile.
The Primary Contact receives Roche email notifications
when no Ordering Manager is chosen for a supplier
location.
Please note that you can only change your organisation's
primary contact with Roche's approval.
Using a generic or group email address is recommended
to ensure messages from Roche are not missed.
After selecting the Primary Contact, click on the
Submit button.
Click on Yes at the pop up message.
The Change Request will now be sent to Roche for
approval and you will be advised by email when approval
is granted.
Roche
Doing now what patients need next
Welcome to this myBuy learning video.
This is a video for Roche suppliers who are registered
for our new supplier portal myBuy GEP SMART.
If you haven't registered yet, please find more information
on the supplier website.
This video will walk you through the steps to add
an Ordering Manager to your Supplier Locations.
From the GEP SMART home page, click the Roche client.
In the middle of the screen, click on Review Profile.
This will automatically bring you to your Supplier
Profile.
To add an Ordering Manager you need to create a Change
Request.
At the bottom of the page click on Create Change Request,
and then in the new pop up box click Yes to confirm.
When the change request screen appears, you will notice
the Change Request is in progress message at the top
left of the screen.
To add an Ordering Manager, click on the Location
Information tab to access the supplier location list.
You can have multiple locations added with different
ordering managers associated with them.
Click on the Roles and Responsibilities icon for the
location where the Ordering Manager details need to
be updated.
Open the Ordering Manager sub-section
and click on the star icon next to the selected contact
for the opened location.
Confirm your selection by clicking Apply.
To submit the changes, click on the Submit button.
Click on Yes at the pop up message.
The Change Request will now be sent to Roche for
approval and you will be advised by email when approval
is granted.
Welcome to this myBuy learning video.
This is a video for Roche suppliers who are registered
for our new supplier portal myBuy GEP SMART.
If you haven't registered yet, please find more information
on the supplier website.
This video will walk you through the steps to select
a default bank account to your Supplier Locations.
From the GEP SMART home page, click the Roche client.
In the middle of the screen, click on Review Profile.
This will automatically bring you to your Supplier
Profile.
To set up a default bank account you need to create
a Change Request.
At the bottom of the page click on Create Change Request,
and then in the new pop up box click Yes to confirm.
When the change request screen appears, you will notice
the Change Request is in progress message at the top
left of the screen.
To select a default bank account, click on the Location
Information tab to access your supplier location list.
You can have multiple locations added with different
bank accounts associated with them.
If you have more than one bank account or more than
one currency set in your supplier profile, you can
select a default option to appear when completing
banking information on invoices.
Click on the respective Location name where you want
to define a default bank account.
On the left hand side, open the Banking Information
section.
When multiple bank accounts are used, click the check
box in the Default column to mark a bank account as
the default account for that location.
When there are multiple bank accounts for a currency,
you can click the check box in the Default Currency
column to select the default currency account for
that location.
To submit the changes, click on Save & Close,
then click the Submit button.
Select Yes at the pop up message.
The Change Request will now be sent to Roche for
approval and you will be advised by email when approval
is granted.
Welcome to this myBuy Learning Video.
This is a video for Roche suppliers who are registered
for our new supplier portal myBuy GEP SMART.
If you haven't registered yet, please find more information
on the supplier website.
This video will walk you through the steps to add
and delete a contact in your myBuy GEP SMART Supplier
Profile.
From the GEP SMART home page, click the Roche client.
In the middle of the screen, click on Review Profile.
This will automatically direct you to your Supplier
Profile.
To add or delete a contact, first you need to click
on Create Change Request.
At the popup box click Yes to confirm.
Now the Change Request is in progress, you can make
the necessary modifications.
Click on the Contact Information tab.
Here you can see all the contacts, who have been added
to the profile.
To add a new contact, click on the + icon,
and navigate to the end of the contact list, where
the newly added empty line is.
Enter First name,
Last name
and the email address.
When all the information has been added, click the
floppy disk icon to save the new contact details.
To delete an existing contact, select the checkbox
in front of their name.
Click on the three dots on the right hand side and
select Delete from the menu.
Click Yes to confirm.
Once you are happy with the changes, click on Submit.
At the confirmation popup, click Yes to confirm changes.
When an information box appears, click on Close.
The Change Request will now be sent to Roche for
approval.
On your supplier profile you can see that a change
request is pending approval.
You can not create a new change request, until the
one in progress is approved or rejected.
You will be advised by email when approval is granted.
Welcome to this myBuy Learning Video.
This is a video for Roche suppliers who are registered
for our new supplier portal myBuy GEP SMART.
If you haven't registered yet, please find more information
on the supplier website.
This video will walk you through the steps to acknowledge
a Purchase Order via the portal.
Once you are logged into myBuy GEP SMART, click on
the Purchasing module and the Order tab.
Click sent to supplier
and then select the Purchase Order you want to review.
The status of the PO is sent to supplier.
Review the details of the order,
including the line details.
If all the details are correct click acknowledge
order.
At the prompt, click OK.
You will be redirected to the Purchasing module.
Click on All
and the PO is shown with status Supplier Acknowledged.
Remember: Once the order is acknowledged, you cannot
create a change request, so review carefully before
acknowledging.
If you need to create a change request, please review
the how to recording for this process.
Welcome to this myBuy Learning Video.
This is a video for Roche suppliers who are registered
for our new supplier portal myBuy GEP SMART.
If you haven't registered yet, please find more information
on the supplier website.
This video will walk you through the steps to create
a Change Request.
Once logging into myBuy GEP SMART, select the Purchasing
module and the Order tab where you can start initiating
a change request.
Select the relevant Purchase Order from the list and
open it.
In order to be able to initiate a change request,
the order status should be Sent to Supplier.
Next, click the More menu on the right side of the
screen
and select Change Request.
At the prompt, click OK to proceed.
The order will open in Draft status.
Click on the LINE DETAILS section to review the order
information.
You can only change the information in the fields
that are shown in a box.
You can click on Comments and Attachments in case
you'd like to enter comments about requested changes.
This will provide context to the approver.
Finally you can click on the Send to Buyer to submit
the changes.
At the prompt, click OK to proceed.
After successfully submitting the changes you will
be redirected to the ORDER sub-tab where Status will
be shown as Sent to Buyer.
Welcome to this myBuy Learning Video.
This is a video for Roche suppliers who are registered
for our new supplier portal myBuy GEP SMART.
If you haven't registered yet, please find more information
on the supplier website.
This video will walk you through the steps to create
an Advance Shipping Notice in myBuy GEP SMART.
Once you are logged into myBuy GEP SMART, click on
Purchasing module and the Order tab.
Advance Shipping Notices (ASNs) let clients know of
an impending delivery, similar to a packing list.
ASNs can only be created for material orders in Supplier
Acknowledged status.
Select the Purchase Order you want to create the ASN
for.
Once the Purchase Order is open, click on More
and select Create ASN.
In the Create ASN screen, it is mandatory to enter
the Supplier ASN Number;
this is an internal reference number to be populated
with a number generated by your company system.
Then, click Shipping & Delivery Information to expand
the section.
Update the Expected Delivery Date if known.
It is mandatory to enter the Tracking Number;
this is an internal reference number to be populated
with a number relevant to your company.
Finally, update the Deliver To location if needed.
Next, click Line Details to expand the section.
The Shipped Quantity auto-populates with the remaining
quantity from the order.
Click the Notes and Attachments section to upload
documents or add comments if desired.
Click Submit and Print at the bottom of the page.
At the prompt, click OK.
The ASN will print with a barcode and number at the
top.
You can click the Print button to print the ASN
or Download it for later usage.
Please attach the ASN or at least the barcode to your
package or packages.
Welcome to this myBuy learning video.
This is a video for Roche suppliers who are registered
for our new supplier portal myBuy GEP SMART.
If you haven't registered yet, please find more information
on the supplier website.
This video will walk you through the steps to create
a material invoice.
Once you're logged into myBuy GEP SMART, click on
the Purchasing Module and the Order tab.
POs with the status Supplier Acknowledged can be
flipped to an invoice.
Click on the PO you want to create an invoice for.
Click Create invoice.
At the prompt select OK.
All the PO details will be pulled through to the
draft invoice.
In the Basic Details section, review the Invoice details
and amend as required.
Please enter your unique Supplier Invoice Number.
Next you need to enter the mandatory Remit to Location
field, if it's not populated automatically.
If this order is shipped to a different country further
fields will become mandatory.
Enter the Tax Identification Country.
This will auto populate the Supplier Tax Identification
Type and Supplier Tax Identification Number fields.
Add the Ship from Country.
Click on the Line Details section
and review the unit price
and quantity information.
Click the check box to include the required line
items in the invoice.
In case of a partial invoice
please watch our "How to create a partial invoice"
video on the supplier webpage.
Next you need to enter the Tax Rate.
Taxes will automatically be calculated.
Add other charges,
freight
and discount if required.
Review the banking details
and select the bank account you want the invoice
paid to.
Add end date of supply.
Finally, click on Send to Buyer.
An Information popup will appear, please read carefully
and click OK.
At the prompt, click Yes to confirm the invoice details.
You will see a success popup to confirm the invoice
has been raised and sent to Roche.
You will be redirected to the Invoicing module
where you can see the invoice status as Sent for
Processing.
Welcome to this myBuy Learning Video.
This is a video for Roche suppliers who are registered
for our new supplier portal myBuy GEP SMART.
If you haven't registered yet, please find more information
on the supplier website.
This video will walk you through the steps to create
an invoice from a service confirmation.
Once you're logged into myBuy GEP SMART, click on
the Purchasing Module and the Order tab.
Click on the Service Confirmation tab.
From the list, select the service confirmation you
want to create an invoice for.
Click Create invoice.
In the Basic Details section, enter the unique Supplier
Invoice Number generated from your system.
Review and update the Supplier Invoice Date if necessary.
Enter the Tax Identification Country.
This will auto populate the Supplier Tax Identification
Type and Supplier Tax Identification Number fields.
Enter the Ship From country.
Click on the Line Details section.
You can Select or deselect a line item by clicking
on the check mark.
You can review the Unit Price
and Quantity.
This information is pulled from the service confirmation.
Next enter the Tax Rate.
Taxes will be automatically calculated;
verify or update the Actual Tax Amount.
You can enter Other Charges,
review Freight
or add Discount if applicable.
Review the banking details
and select the bank account you want the invoice
paid to.
Add the Date of Service Start date
and Date of Service End date.
Click Send to Buyer.
An information popup will appear, click OK.
At the prompt, click Yes to confirm the invoice details.
You will see a success popup to confirm the invoice
has been raised and sent to Roche.
You will be redirected to the Invoice module,
where you can see your invoice with Sent for Processing
status.
Welcome to this myBuy Learning Video.
This is a video for Roche suppliers who are registered
for our new supplier portal myBuy GEP SMART.
If you haven't registered yet, please find more information
on the supplier website.
This video will walk you through the steps to create
a Partial Invoice against orders.
When creating a partial invoice for goods or services
against a purchase order with Roche, follow the invoice
creation and submission guide.
This section only covers the instructions to complete
the Line Details section of the partial invoice.
You will also need to be sure that the invoice total
matches the portion of the purchase order for which
you are invoicing.
First click on the Purchasing module and select the
Purchase Order.
Check the Order Status.
It must be Supplier Acknowledged in order to create
any invoice.
Click on Create Invoice
and select OK on the prompt.
When invoicing for a portion of the total purchase
order, you need to click on Line Details.
Depending on the PO line type, you have different
Line Item Details to edit.
Please follow these steps in case of a material order.
Within the Line Details section,
this is where you can see if the purchase order line
type is Material.
In case of a material Purchase Order adjust the Quantity
for which you are invoicing accordingly.
Please follow these steps in case of a fixed service
order.
Within the Line Details section,
this is where you can see if the purchase order line
type is Fixed Service.
In case of a fixed service Purchase Order adjust the
Unit Price for which you are invoicing accordingly.
Please follow these steps in case of a variable service
order.
Within the Line Details section,
this is where you can see if the purchase order line
type is Variable Service.
In case of a variable service Purchase Order adjust
the Quantity for which you are invoicing accordingly.
To finish the process please review if the Purchase
Order had multiple lines and make sure that only the
ones you'd like to invoice for are included on the
invoice.
You can remove any Line Items you are not including
on your invoice by selecting the check box next to
the line item
and click on Delete.
At the prompt select Yes.
When all required fields are completed,
click on Send to Buyer.
At the Information popup,
click OK.
Next click Yes to confirm your invoice complies with
all the requirements of the applicable tax rules.
Click OK on the success popup.
You will be redirected to the Invoice Module
and you can find your invoice with the status Sent
for Processing.
Welcome to this myBuy Learning Video.
This is a video for Roche suppliers who are registered
for our new supplier portal myBuy GEP SMART.
If you haven't registered yet, please find more information
on the supplier website.
This video will walk you through the steps to create
an invoice report.
Once you're logged into myBuy GEP SMART, click on
the Invoice module.
Within the Invoice tab, you can see the different
statuses the invoices can have.
To create a more personalised report, click on Filters.
You can find all the attributes on the left hand side.
Click on the ones you would like to define.
Once you are satisfied with the filtering, click
on Apply.
The filters you applied will be shown on a yellow
highlighted ribbon.
To remove a filter, simply click on the X next to
the attribute.
Filters can be saved for later use by clicking on
the Save icon.
You can also define which columns you would like to
see in the report.
First click on Manage Attributes.
You can select or deselect the necessary fields to
include in the report.
You can also rearrange their orders by drag and drop.
Once you made the modifications, click Done to apply
changes.
To generate and download the report, click on Export
and select Export Documents.
At the confirmation pop up, click on View Export Logs.
Here you can see the status of the report as processing.
Please note that this may take several minutes depending
on the volume of the data.
You will be notified when it's ready.
You can also reach the Export Logs, by clicking on
the Invoice module.
Then click Export
and select View Export Logs.
It will take you to the same page.
Once the report is created, you can see the status
as Completed.
Click on the file name to download it onto your computer.