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Cummins Customer Account Management Portal User Guide

Cummins Customer Account Management Portal User Guide

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Table of Contents<br />

Introduction ...................................................................................................................................3<br />

Using the <strong>Portal</strong> ............................................................................................................................4<br />

Terms of Use, Disclaimers and Privacy....................................................................................5<br />

Available Menu Options................................................................................................................6<br />

<strong>Account</strong> Status and Payments Menu ...........................................................................................7<br />

What is on the <strong>Account</strong> Status and Payment page ..................................................................8<br />

Register Bank <strong>Account</strong> Menu .......................................................................................................9<br />

View Statements Menu...............................................................................................................11<br />

View Invoices Menu....................................................................................................................12<br />

Change Profile Menu..................................................................................................................15<br />

Admin <strong>User</strong> Menu .......................................................................................................................16<br />

Making a Payment......................................................................................................................18<br />

Direct Debit Payments ............................................................................................................19<br />

Credit Card Payments.............................................................................................................20<br />

Contact Us ..................................................................................................................................22<br />

Page 2 of 22 Version: October, 2009


Introduction<br />

Welcome to the <strong>Cummins</strong> <strong>Customer</strong> <strong>Account</strong> <strong>Management</strong> <strong>Portal</strong> (<strong>Portal</strong>). The <strong>Portal</strong> will<br />

enable you to access your account details 24 hours a day, 7 days per week *<br />

Some of the features of using the <strong>Portal</strong> are:<br />

Availability of your account status which is updated daily<br />

View and reprint open and closed transactions (invoices, credits)<br />

View and reprint current period and previous period statements<br />

Securely pay online using Direct Debit or via Credit Card (Visa & MasterCard only)<br />

Review new invoices (within the last 24 hours)<br />

Contact <strong>Cummins</strong> via email if you have questions regarding any transactions<br />

Automated allocations of payments if processed via the <strong>Portal</strong><br />

No requirement to produce and issue a remittance<br />

Register and manage user registration<br />

<strong>Cummins</strong> has utilised the most up to date technology and security systems, complying not only<br />

with our stringent security protocols, but ensuring total compliance to banking and statutory<br />

requirements, ensuring your data is secure.<br />

The added benefit of using a ‘web based’ product is that you do not need to invest in any<br />

system technology; making it a low cost way to manage your <strong>Cummins</strong> account.<br />

This user guide has been created to assist you in the day to day use of the <strong>Portal</strong>.<br />

*<br />

This excludes any site service and maintenance down time.<br />

Page 3 of 22 Version: October, 2009


Using the <strong>Portal</strong><br />

The <strong>Portal</strong> operates with many browsers, including Internet Explorer and Firefox.<br />

Your <strong>Account</strong><br />

You will be provided with a <strong>User</strong> ID and Password that is linked to your <strong>Customer</strong> <strong>Account</strong><br />

Number.<br />

If you do not have these details or have problems with your password, please refer to the<br />

section Contact Us for Contact details to obtain this information or rectify your problem.<br />

Logging in<br />

You can log onto the <strong>Portal</strong> via the link at www.southpacific.cummins.com<br />

You will need to enter your:<br />

<strong>Customer</strong> <strong>Account</strong> Number<br />

<strong>User</strong> ID; and<br />

Password<br />

And click on Login.<br />

Page 4 of 22 Version: October, 2009


Terms of Use, Disclaimers and Privacy<br />

Prior to using the <strong>Portal</strong>, please review the Terms of Use, Disclaimers and Privacy Statement<br />

by clicking on the link which is located in the bottom right of the <strong>Portal</strong> screen.<br />

Page 5 of 22 Version: October, 2009


Available Menu Options<br />

When you log in to the <strong>Portal</strong>, you will have the following available to you:<br />

<strong>Account</strong> Status and Payments<br />

Register Bank <strong>Account</strong><br />

View Statements<br />

View Invoices<br />

Change Profile<br />

Admin <strong>User</strong> (this option is only visible to the Admin user of your organisation)<br />

Log Out<br />

We will look at each of these menu items individually in more detail on the following pages.<br />

Page 6 of 22 Version: October, 2009


<strong>Account</strong> Status and Payments Menu<br />

The default page you see when you log in to your account is the <strong>Account</strong> Status and<br />

Payments page, which gives you comprehensive information about your account. This page<br />

shows all current and open items on your account. †<br />

†<br />

Please note, payments made and invoices created in the last 24 hours may not appear.<br />

Page 7 of 22 Version: October, 2009


What is on the <strong>Account</strong> Status and Payment page<br />

We will explain each item found on this page in detail.<br />

Query Invoice<br />

When you click on the envelope, it will launch your email client and prompt you to send an<br />

email to the <strong>Cummins</strong> <strong>Account</strong> Receivable department (sthpac.ar@cummins.com)<br />

Invoice Number<br />

This is a quick link to view the archived invoice/credit which is presented in PDF format.<br />

Client Order Reference<br />

Your order reference (if provided).<br />

Issue Date<br />

The original issue date of the transaction.<br />

Payment Due Date<br />

This is the due date of the transaction.<br />

Invoice Amount<br />

This is the original amount of the transaction.<br />

Amount Owing<br />

This is the amount still owing on the transaction.<br />

Pay?<br />

Select this check box if you wish to pay the transaction.<br />

Amount to Pay<br />

When selecting Pay? the Invoice amount automatically populates, however you can enter an<br />

amount less than the total Invoice amount should you wish to part pay. If you choose to part<br />

pay, you will be prompted to provide a reason for the short payment.<br />

Total Amount to Pay<br />

Once you have selected the items to pay (as well as select credits to take up) ‡ this will<br />

automatically calculate the total amount you are paying.<br />

Choose Your Payment Method<br />

Payments can be made via a registered bank account, or via Credit Card §<br />

‡<br />

You will not be able to take up credits only; the portal will not process negative balances.<br />

§<br />

We only accept MasterCard or Visa on the <strong>Portal</strong><br />

Page 8 of 22 Version: October, 2009


Register Bank <strong>Account</strong> Menu<br />

This page allows you to save your bank account details securely to avoid you having to enter<br />

the same details every time you make a payment. The bank account details are saved in a<br />

secure environment and are only visible to you.<br />

Page 9 of 22 Version: October, 2009


If you wish to pay your account via Direct Debit, enter your bank account details and read<br />

through the Direct Debit Request Service Agreement. If you agree to the terms outlined, select<br />

I accept the terms and conditions check box and Save your details.<br />

Page 10 of 22 Version: October, 2009


View Statements Menu<br />

This page presents your monthly statements that you can select from the drop down menu.<br />

You then have the option to view/print/save your statements in PDF format. **<br />

**<br />

Adobe Reader is required to view PDF images of your statement. The reader is available for download at<br />

http://www.adobe.com/<br />

Page 11 of 22 Version: October, 2009


View Invoices Menu<br />

The view invoices menu enables you to search for an invoice either by Invoice number or by<br />

selecting a date range.<br />

Page 12 of 22 Version: October, 2009


If you know the invoice you wish to view, enter the number in the Invoice Number field.<br />

Otherwise, if you unsure of the invoice number, you can click on the Calendar Icons in the<br />

Invoice Date field to select a specific date range to search for all invoices/credits within that<br />

time frame.<br />

Once you have entered your search criteria, click on the Submit button and the search will<br />

begin.<br />

Page 13 of 22 Version: October, 2009


You then have the option to view/print/save your invoices in PDF format by clicking on the View<br />

PDF link. ††<br />

††<br />

Adobe Reader is required to view PDF images of your invoices. The reader is available for download at<br />

http://www.adobe.com/<br />

Page 14 of 22 Version: October, 2009


Change Profile Menu<br />

The change profile menu allows you to change your password and nominate an email address<br />

should you wish to receive email notifications of new transactions that are updated on the<br />

<strong>Portal</strong>.<br />

Once you have updated your password or entered your email address, click Save to ensure<br />

your changes are saved.<br />

Page 15 of 22 Version: October, 2009


Admin <strong>User</strong> Menu<br />

This menu is only available to users defined as Administrators. You can search, setup, or<br />

delete users from this menu.<br />

Create New <strong>User</strong><br />

To create a user, click on Create New <strong>User</strong>. Enter a user ID, Password and Email address.<br />

Once done, click Save. Once complete, the user will then be able to login and the use the<br />

portal.<br />

Page 16 of 22 Version: October, 2009


Modify or Delete a <strong>User</strong><br />

If you wish to make changes to a user or delete the user, click on the Find <strong>User</strong>(s) button. This<br />

will bring up the list of users associated with your account.<br />

Click on the <strong>User</strong> Name that you wish to modify or delete. You can then make a change or<br />

delete the user.<br />

Page 17 of 22 Version: October, 2009


Making a Payment<br />

Select the items you wish to pay and either leave default payment amounts or enter a specific<br />

amount to pay (if you wish to short pay).<br />

Review the Total Amount to Pay field, which will now have an updated calculated total.<br />

Select how you wish to pay (Direct Debit or Credit Card) and click on Continue.<br />

Page 18 of 22 Version: October, 2009


If you choose to only part pay an item, you will be prompted to enter a reason for the short<br />

payment. Click on continue.<br />

Direct Debit Payments<br />

If paying by Direct Debit, you will see a confirmation to debit your account. Click on Pay this<br />

amount.<br />

Page 19 of 22 Version: October, 2009


You will then be presented with a Payment Receipt.<br />

Credit Card Payments<br />

If making a payment by Credit Card, enter your credit card details and click on Pay this<br />

amount.<br />

Page 20 of 22 Version: October, 2009


You will then be presented with a Payment Receipt.<br />

Due to Bank and <strong>Cummins</strong> processing times, please be aware that the <strong>Portal</strong> may not update<br />

with your payments for up to 24 hours.<br />

Page 21 of 22 Version: October, 2009


Contact Us<br />

For any issues or questions regarding the use of the <strong>Cummins</strong> <strong>Customer</strong> <strong>Account</strong> <strong>Management</strong><br />

<strong>Portal</strong> please contact us on:<br />

Email: sthpac.ar@cummins.com<br />

Page 22 of 22 Version: October, 2009

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