eContract Authoring Supplier Training Material

‘Supplier Review’ Process

Supplier Review

Supplier will receive the following email notification from Caterpillar when the draft is ready for Supplier review– Click the link

Log In to eSourcing

Supplier Review

Supplier will be directed to the ‘Contract Documents’ tab– Click the ‘Name’ link to access the document

Supplier Review

A link to the document is located under ‘Version History’

Supplier Review

To edit the document, select ‘Actions’ and click “Check Out”

Enter ‘Comments’ as necessary and click “OK”

Supplier Review

Save the document to your Desktop and review / edit the document – Note: No one (including Caterpillar) can “Check Out” or edit the document while

the Supplier has it “Checked Out”

Supplier Review

If Supplier agrees to Caterpillar’s draft as is, go to ‘Actions’ and click “Check In” and note that Supplier agrees to that version (refer to screen shots below)

If Supplier makes edits, when Supplier is ready for Caterpillar to review the edits, go to ‘Actions’ and click “Check In”

Supplier Review

Attach the new version, add ‘Comments’ and click “Next”

IMPORTANT!!! Caterpillar will be notified / have access to the new version once Supplier clicks “OK”

Additional Information

(Supplier Side)

Supplier Review – Additional Information

Supplier will see their draft has been added as a new version Now, Supplier can Log Off of eSourcing, or To exit the Contract Document record and access other high level Master

Agreement information, click the breadcrumb trail link

Supplier Review – Additional Information

To review other high level information about the agreement, go to the ‘Summary’ tab

The information may change as the agreement is modified by the parties

Supplier Review – Additional Information

Caterpillar may load other types of attachments (this excludes drafts of the agreement / Contract Document) to the Attachments section– A number will appear on the Attachments button to indicate there are 1, 2, 3….

Attachments that have been uploaded– Click “Attachments” button to access the information

Supplier Review – Additional Information

Caterpillar may initiate a ‘Discussion’ with Supplier– Supplier will receive an email notification if a new message is posted

Similarly, Supplier may initiate a Discussion with Caterpillar – Select the “Discussions” tab

Supplier Review – Additional Information

Click the “General Discussions” link

Then, click “New Message”

Supplier Review – Additional Information

Complete the required fields* and add an Attachment (if applicable)– Click “Finish”

– IMPORTANT!!! Once Supplier clicks “Finish”, Caterpillar will receive a notification that a Discussion topic has been posted by Supplier

‘Supplier Signature’ Process

Supplier Signature

Supplier will receive the following email notification from Caterpillar when the document is ready for Supplier Signature– Click the link

Log In to eSourcing

Supplier Signature

Supplier will be directed to ‘Contract Documents’ tab– Click the ‘Name’ link to access the document

Supplier Signature

A link to the document is located under ‘Version History’

Supplier Signature

To edit the document, select ‘Actions’ and click “Check Out”

Enter ‘Comments’ as necessary and click “OK”

Supplier Signature

Save the document to your Desktop and review, print the full document, and sign– Note: No one (including Caterpillar) can “Check Out” or edit the document while

the Supplier has it “Checked Out”

– IMPORTANT!!!! Sign and scan the complete pdf document

Supplier Signature

When you are ready to return the signed/scanned copy to Caterpillar, go to ‘Actions’ and click “Check In”

– Attach the full scanned / signed version, add ‘Comments’ and click “Next”

– IMPORTANT!!! Caterpillar will be notified / have access to the signed version once Supplier clicks “OK”

Supplier Signature

Supplier will see their scanned / signed copy has been added as a new version

Executed Agreement

(Supplier Side)

Executed Agreement – Supplier Side

Supplier will receive an email notification once the agreement has been signed by Caterpillar– Click the link in the email

Supplier will Log In to eSourcing

Click the Name link of the contract on the Contract Documents tab

Access / download the fully executed agreement

Then, Log Off of eSourcing

Executed Agreement – Supplier Side