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Why Enroll
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Getting Started with Order-to-Pay
Training, Help and Support
Who is J.P. Morgan and how do they relate to my customer?
Your customer has partnered with J.P. Morgan, a leading provider of electronic invoice and payment processing solutions. Order-to-Pay is J.P. Morgan's electronic invoicing and payments network used by thousands of companies to settle electronically. Order-to-Pay addresses the needs of large and small suppliers and provides a choice of functionality depending on their needs. By enrolling, suppliers can receive the benefits of electronic invoicing and payment with buyers who choose to settle via the Order-to-Pay network.
Why should my company enroll in J.P. Morgan's Order-to-Pay?
Suppliers that use J.P. Morgan's Order-to-Pay can increase the accuracy and efficiency of their accounts receivable operations while also improving their buyer relationships. By enrolling in Order-to-Pay as a supplier, your company will benefit from the choice, transparency and service offered by Order-to-Pay.
What services and capabilities does Order-to-Pay offer?
Order-to-Pay is a comprehensive, web-based solution for automating accounts payable processing, offering a variety of capabilities and services to both buyers and suppliers. For buyers, Order-to-Pay offers a full range of accounts payable processing and automation tools, including PO delivery, invoice processing, payments processing, working capital optimization and supplier enrollment tools. For suppliers, Order-to-Pay provides the ability to electronically connect to buyers through a secure settlement network. By connecting to the network, suppliers can not only transact electronically with all their buyers on the network, they also gain visibility into invoice and payment status, thus improving cash flow operations and resolving discrepancies. Suppliers are able to connect to the Order-to-Pay network in the manner that best suits them, including via electronic integration (E-File), through the web or via paper.
My company only transacts with our buyer a few times a year. Should we still use Order-to-Pay?
Yes, suppliers that only transact occasionally with their buyer should still use Order-to-Pay. Order-to-Pay is easy-to-use and offers a variety of PO, invoicing and payment options for suppliers of any size, type or frequency of use. Your buyer's enrollment letter identifies the options you have as a supplier to transact with them via Order-to-Pay. Our Supplier Services specialists are available to answer any questions you may have and to help you get started.
What effort is required to enroll as a supplier?
Order-to-Pay is a secure, web-hosted solution that does not require the installation of any software. Simply click on the link provided in your enrollment letter and follow the step-by-step instructions. Most suppliers complete the enrollment process for Order-to-Pay in minutes.
Higher volume suppliers may prefer to send invoices automatically through E-File, which enables direct integration to your ERP, Order Entry or Accounting Systems. Our Supplier Services E-File specialists can assist you with getting this set up. To learn more about integrating with your buyer via E-File, please call 1-800-887-5339 or e-mail at otp.supplier.efile@jpmchase.com.
If you should require assistance at any time during your enrollment, Order-to-Pay's Supplier Services specialists are available to answer your questions.
What technology is required to enroll as a supplier? Which web browsers does the application support?
To enroll, all you need is a computer with internet access and a web browser. Most suppliers are activated without any need for technical support. The solution is entirely web-hosted and does not require any on-site software. Once enrolled, you will have access to your company's own, unique Supplier Portal, through which you can receive purchase orders, send invoices and receive payments from your buyer.
Officially supported browsers are Microsoft Internet Explorer 8 and 7, Mozilla Firefox 3.6 and 3.5 and Apple Safari 4. Other browsers also may work with Order-to-Pay.
What information is needed to complete enrollment?
To complete enrollment, you will need your temporary enrollment password or enrollment code which you should have received via e-mail. You also will need to provide basic information like your company's name and remittance address. You also may need to provide the following:
What options will I have during enrollment?
Your options for enrollment are laid out in the enrollment letter you received from J.P. Morgan and your buyer. During enrollment, suppliers typically choose payment options and enter the required information. Once enrolled, you also can choose how you wish to connect to Order-to-Pay, be it via full electronic integration (E-File); via the online Supplier Portal; or via the various fax/mail methods offered by Order-to-Pay for some buyer programs.
What are ASAP terms? Is my company required to accept them?
ASAP refers to Pay As Soon as Possible, Order-to-Pay's optional early payment program. ASAP terms enable your company to get paid sooner than Net terms in exchange for a discount on the total amount of the invoice. ASAP terms vary from buyer-to-buyer. Suppliers can choose to accept ASAP terms for every payment or to accept standard Net payment terms. If your company chooses not to accept ASAP terms, you may still choose early payment discounts on individual invoices through Order-to-Pay's Pay Me Now option. More information on Pay Me Now appears below.
What is Pay Me Now?
Pay Me Now is a unique feature of Order-to-Pay which enables you to choose early payment on an invoice, or a group of invoices, in exchange for a discount on the total amount of the invoice. Pay Me Now offers will appear on the Home page of your Supplier Portal with a green dollar sign. Accepting a Pay Me Now offer is completely optional and there are multiple payment terms and dates offered. Before you accept a Pay Me Now offer, you can click on the offer and see what the payment totals would be based on the percentage discounts offered. You also can choose to view other available payment terms for that invoice. You can then choose whether to proceed with early payment or to remain with standard Net Terms for that invoice or group of invoices.
Where do I log in to Order-to-Pay?
Once you have completed enrollment, to log in to your company's Order-to-Pay Supplier Portal:
When can my company begin using Order-to-Pay?
Once you have completed your online enrollment, you will receive an enrollment confirmation e-mail. This email will inform you if you can start transacting immediately or when to expect a "go-live" notification from your Buyer. If you have not received an e-mail from your buyers about enrolling in Order-to-Pay, but would like to, please contact your buyer to ask that enrollment information be sent to you.
What is E-File? How do I get more information about it?
E-File enables your company to electronically integrate your back-office systems (e.g. ERP, accounting systems, spreadsheet, etc.) directly with Order-to-Pay. J.P. Morgan offers two types of E-File integration for suppliers. The first, known as full or traditional E-File, enables you to electronically integrate via EDI, XML or CSV file formats and supports all transaction types (e.g., POs, PO changes, Acknowledgements, Ship Notices, Invoices, Payments, etc.). There is a one-time set-up fee for full E-File which covers all mapping and testing resources to an unlimited number of buyers.
The second is an easy, self-configurable E-File option which enables you to upload invoices via CSV files. This easy to use, self- service option is free to set-up.
For question regarding which E-File option is right for your business, please contact Order-to-Pay E-File Services at 1-800-887-5339 or via e-mail at otp.supplier.efile@jpmchase.com.
Once we have completed enrollment, is there anything we need to do to begin receiving payments from our buyer via Order-to-Pay?
No, once you have completed your online enrollment, you will receive an e-mail confirmation that your enrollment is complete. You can expect to begin receiving electronic payments as soon as your buyer issues them. No additional action is required on your part.
What remittance formats does Order-to-Pay support and can we download this information into our A/R system?
Order-to-Pay supports card, ACH and check payments. However, your buyer determines which payment types it wants to use via Order-to-Pay. When your buyer submits a payment to you, you, and other designated Order-to-Pay users at your company, will receive an e-mail notification of the remittance. At any time, you also can access the Order-to-Pay Supplier Portal to view historical payment and remittance information in detail. This information also can be downloaded and integrated with back-office systems including ERP and accounting systems via E-File.
Can we use Order-to-Pay to transact with other customers?
Yes, once you are activated in the J.P. Morgan Order-to-Pay network, you will have the option of transacting electronically with any of your buyers on Order-to-Pay. Should you have questions about whether any of your buyers are currently using Order-to-Pay, or for help getting connected to a Buyer on the network, please contact Order-to-Pay Supplier Services.
What are the fees for using J.P. Morgan's Order-to-Pay?
There are no fees for PO or payment receipt or for submitting PO changes. However, there are fees for submitting invoices to your buyer via Order-to-Pay. The current pricing schedule can be found here.
Who should I contact if I have questions about enrollment or about using Order-to-Pay?
For questions regarding enrollment or about using Order-to-Pay, please call or e-mail Order-to-Pay Supplier Services in the U.S. or Canada at 1-800-485-0671 or otp.supplier.services@jpmchase.com.
Is there Order-to-Pay training available for suppliers?
Yes, there is a weekly supplier training session, conducted live, the details of which appear below. This training session covers all aspects of Order-to-Pay necessary to transact with your customers. Attendance for new suppliers is strongly encouraged. Pre-registration is not necessary. Please log-in early to ensure you have time to set-up the web based training application.
Subject: Order-to-Pay Supplier Training – Live Session
When: Every Thursday 1:00 p.m. ET/10:00 a.m. PT
Audio Information: 888 575 5762 (JPMC) (TOLL PHONE: 857 318 0900) Participant Passcode: 31734822
About 10 to 15 minutes prior to the start time, click on the following link to connect your internet browser to the training (please be aware that this may take a few minutes to access): J.P. Morgan's Order-to-Pay Weekly Supplier Training Session - US Only
What other resources are available to help me get started using Order-to-Pay?
In addition to the supplier training session listed above, Order-to-Pay also has several How To's available on the Home page of the Supplier Portal. These How To's will help you learn how to use the various features of Order-to-Pay such as "How to View Invoice Payment Status." Finally, our dedicated Supplier Services Team can help you with all things Order-to-Pay including enrollment, using Order-to-Pay, using E-File and Buyer-specific processes and requirements.
How do I retrieve my username and/or reset my password?
If you have forgotten your username and password, go to the login screen at http://ordertopay.jpmorgan.com/supplier and click on the "forgot username" or "forgot password" links above the "Login" button. Follow the prompts to retrieve your username and reset your password.
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