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GE Aviation - SCP Training. Training Agenda  Introduction to SCP  PO Acknowledgment by Suppliers  Schedule Commit by Suppliers  Agreements Acknowledgement.

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Presentation on theme: "GE Aviation - SCP Training. Training Agenda  Introduction to SCP  PO Acknowledgment by Suppliers  Schedule Commit by Suppliers  Agreements Acknowledgement."— Presentation transcript:

1 GE Aviation - SCP Training

2 Training Agenda  Introduction to SCP  PO Acknowledgment by Suppliers  Schedule Commit by Suppliers  Agreements Acknowledgement by Suppliers  Creating and processing ASNs  Demand (Planned Schedules)  Advanced Topics  Q & A

3 Introduction to SCP Topics User Roles Getting Started User dashboard Navigation menu options

4 User Roles in SCP Users will be assigned Roles within SCP. Each role will differentiate the users with tasks they are entitled to do within the system Buyer RolesSupplier Roles Buyer/CA View Only Buyer/CA Super Buyer/CA Supplier Planner Supplier Shipper Super Supplier Supplier Admin View POs View Schedules View Agreements View ASNs Print labels & Reports Buyer/CA View Only Role + PO Acknowledgment Schedule Commits Agreement Acknowledgment Update ASNs Create Notes Supplier Parts Maintain Buyer/CA Role + Create ASNs Cancel ASNs Upload ASNs Buyer/CA View Only Role + PO Acknowledgment Schedule Commits Agreement Acknowledgment Create Notes Supplier Part Maintain Buyer/CA View Only Role + Create Notes Create ASNs Cancel ASNs Upload ASNs Supplier Planner Role + Supplier Shipper Role

5 Getting Started Log into SCP: 1. Go to https://www.supplychainwebcenter.com and enter your SSO ID and passwordhttps://www.supplychainwebcenter.com 2. Click Sign in to Authenticate The GE Aviation Supply Chain Web Center page will open

6 Getting Started 3. On the left hand menu click on Planning/Schedules The navigation section will expand and display the Supplier Collaboration Portal link near the bottom

7 Getting Started 4. On the left hand menu click the Supplier Collaboration Portal link The Supplier Collaboration Portal web site will open displaying the legal disclaimer page giving you option to Accept or Cancel. Accept to enter SCP application

8 SCP main page Upon log-in, the default dashboard page will be displayed along with the navigation panel (main menu) on the left hand side Navigation Panel (Main Menu) Dashboard

9 Understanding User dashboard  Dashboard is a collection of portlets. Portlets are the group boxes that holds transaction summary information  The dashboard has two tabs – Home and ASN.  The Home tab contains the following portlets: Message of the day: Will display generic messages Notes: Shows all Notes assigned to the user Purchase Order Summary: Shows number of POs in various statuses Agreements Summary: Shows number of Agreements in various statuses Planned Schedules Summary: Shows summary information of Planned orders Firm Schedules Summary: Shows number of schedules in various statuses  The ASN tab has one portlet – Shipment Summary, which will show the number of ASNs in various statuses  Each summary information within the portlets are Saved Searches and clickable links. This will open the search results with the saved criteria

10 Navigation Menu options  Home / My Pages- View dashboard or home page  Notes- Create / send messages on transactions  Administration - * User account creation, User roles, carrier maintenance,.  Demand – View bucketed demands, Planned Schedules  Purchase Orders – Acknowledge POs, Commit Firm Schedules, Acknowledge Agreements  Shipments- Create ASNs, Ship ASNs, Print shipping documents  Integration- ** Import ASNs (in XML Integrations)  Documentation- View system help documentations  Other- Generate SCP reports, set user preferences  Logout- Click to logout of the system * Only available to Administrators ** Not covered in this training

11 Agreement Acknowledgment by Suppliers Topics Understanding Agreements Locating Agreements Printing PO PDF document Accepting an Agreement Rejecting an Agreement

12 Understanding Agreements  Buyers create Agreements within Oracle (ERP) and Suppliers acknowledge Agreements from SCP.  There are four statuses associated with Agreements in SCP Buyer creates Agreement in Oracle Supplier Rejects Agreement in SCP Supplier Accepts Agreement in SCP NEW REJECTED REVISED ACCEPTED S C P Buyer revises Agreement The Oracle (ERP) status associated with Agreements are: APPROVED, REQUIRES REAPPROVAL, REJECTED, HOLD, FROZEN, CANCELLED, OPEN, CLOSED

13 Locating Agreements - A A) Navigate from the dashboard portlet 1. Click on “New Agreements” link to locate all Agreements in New Status 2. This will open up Agreements (New) in a separate window

14 Locating Agreements - B B) Locate Agreements from Agreements Module search page 1. Click on Purchase Orders and then Search Agreements menu from the navigation panel 2. Enter search criteria and click on Search Search panel: Enter search criteria (For e.g.: Select ‘New’ within Agreement Status field to search for all New Agreements

15 Printing PO (Agreement) PDF document  The PO (Agreement) Report can be generated in PDF format To generate the PO (Agreement) Document: 1. Locate the Agreement 2. Hover over arrow next to the Agreement and choose Print PO PDF 3. System will prompt to either save or open the PDF file 4. You may Print, Save or Open the PDF file that is generated

16 Accepting an Agreement  Agreements with SCP status New, Revised or Rejected can be “Accepted” by Suppliers.  The agreement only needs to be accepted once unless it is revised To accept an Agreement: 1. Locate the Agreement to be acknowledged 2. Print PO PDF Report (if needed to view detail data of the Agreement) 3. Select Accept from the actions menu and click Go button -> The Agreement status will change to Accepted. 1 23

17 Rejecting an Agreement  Only those Agreements with SCP status New or Revised can be “Rejected”. To reject an Agreement: 1. Locate the Agreement to be acknowledged 2. Print PO PDF Report (if needed, to verify data accuracy) 3. Select Reject from the actions menu and click Go button 4. Select a Reject Reason Code and enter Reject Reason Details 5. Click on Reject button -> The Agreement status will change to Rejected and an will be sent to the buyer

18 PO Acknowledgment by Suppliers Topics Understanding Purchase Orders Locating Purchase Orders Printing PO PDF document Accepting a Purchase Order Rejecting a Purchase Order Notes on Purchase Order

19 Understanding Purchase Orders  Buyers create Purchase Orders within Oracle (ERP) and Suppliers acknowledge POs from SCP.  There are four statuses associated with POs in SCP (The POs will also have an Oracle (ERP) status represented in a different column). Buyer creates PO in Oracle Supplier Rejects PO in SCP Buyer revises PO in Oracle Supplier Accepts PO in SCP Buyer Cancels PO in Oracle NEW REJECTED NEW ACCEPTED CANCELLED S C P The Oracle (ERP) status associated with POs are: Open, Hold, Freeze, Closed and Cancelled

20 Locating Purchase Orders - A A) Navigate from the dashboard portlet 1. Click on “New POs” link to locate all POs in New Status 2. This will open up POs (New) in a separate window

21 Locating Purchase Orders - B B) Locate POs from Purchasing Module search page 1. Click on Purchase Orders and then Search Purchase Orders menu from the navigation panel 2. Enter search criteria and click on Search Search panel: Enter search criteria (For e.g.: Select ‘New’ within PO Status field to search for all New POs

22 Printing PO PDF document  The PO Report can be generated in PDF format To generate the PO Document: 1. Locate the Purchase Order 2. Hover over arrow next to the PO and choose Print PO PDF 3. System will prompt to either save or open the PDF file 4. You may Print, Save or Open the PDF file that is generated

23 Accepting a Purchase Order  Only those POs with SCP status New and Oracle status Open can be “Accepted” by Suppliers. To accept a Purchase Order: 1. Locate the Purchase Order to be acknowledged 2. Review the content on the PO PDF (if needed, to verify data accuracy) 3. Check the DPAS check-box (if applicable) This is required for US military contracts. 4. Select Accept from the actions menu and click Go button -> The PO status and associated schedule statuses will change to Accepted

24 Rejecting a Purchase Order  Only those POs with SCP status New and Oracle status Open can be “Rejected”. To reject a Purchase Order: 1. Locate the Purchase Order to be acknowledged 2. Review the content on the PO PDF (if needed, to verify data accuracy) 3. Select Reject from the actions menu and click Go button -> This will open the Reject reason page. 4. Select a Reject Reason Code and enter Reject Reason Details 5. Click on Reject button -> The PO status and associated schedule statuses will change to Rejected

25 Adding Note to a Purchase Order  PO Notes are messages that can be attached to a PO and ed to other users within SCP  When a note is created, the Notes summary portlet on the dashboard will be updated.  Similar note can be created on Schedules and ASNs  No technical or export controlled data should be included or attached in SCP To add Note to a Purchase Order: 1. Locate the Purchase Order 2. Hover over arrow next to the PO and choose View Notes 3. The Notes window will be opened – Select a reason for the notes creation; select To User; Type the Notes content; add attachments, if any; 4. Click on Save button -> The note will be ed out to the recipient. Also, verify the Notes portlet on the dashboard. 5. A Notes icon will be visible on the PO results page along side the black arrow, indicating a Note has been created

26 Understanding Notes Status Changing Note Status 1.Select note 3.Click change status 2.Select a status 4.Save status change Status Types in Notes Panel OPEN (default) CLOSED Status assigned To every Note When the note no longer needs To be viewed.

27 Schedule Commit by Suppliers Topics Understanding Firm Schedules Locating Schedules Committing Firm Schedules Rejecting Firm Schedules Splitting Commits Download & Upload Commits

28 Understanding Firm Schedules  A firm schedule is a line of an approved PO. It is a request for parts for specific quantity and need-by-date.  There are six statuses associated with Firm Schedules in SCP (The Schedule will also have an Oracle (ERP) status represented in a different column). Buyer create Schedules in Oracle Supplier Rejects PO in SCP Supplier Commits – different date than need-by- date Buyer Cancels Schedule in Oracle NEW REJECTED REVISED MISALIGNED ACCEPTED CANCELLED S C P Supplier Commits -same date as need- by-date Buyer revise Schedules in Oracle. The revision can be of type Major or Minor The Oracle (ERP) status associated with Schedules are : Open, Hold, Freeze, Closed, Pending and Cancelled

29 Revised status – Major vs. Minor A Schedule line in Revised status, can have two type of revisions – Major or Minor, as denoted in the Revision Type column. Any revisions to the following fields will result in the schedule status being ‘Revised (major)’:  PO Header: Payment Terms  PO Line: Item Revision, Unit Price, Government Contract  Schedule: Quantity Increase, Ship to Location, Bill to Location  Distributions: DPAS Rating  A new PO line shipment that is added to an existing PO.  Major Revisions require the Supplier to Accept or Reject the schedule All other field revisions will result in the schedule line status to be ‘Revised (minor)’.

30 Locating Firm Schedules A) Similar to locating POs, the schedules could be located by clicking on the dashboard portlet links B) Locate Schedules from Purchasing Module search page 1. Click on Purchase Orders and then Search Schedule Lines menu from the navigation panel 2. Enter search criteria and click on Search Search panel: Enter search criteria (For e.g.: Select ‘Revised’ within Schedule Status field to search for all Revised Schedules

31 Committing Firm Schedules  The schedules are initially committed when the associated PO is acknowledged. The schedules in New status can be committed only by PO acknowledgement.  Suppliers can also change the commit dates on schedule lines in Accepted, Misaligned and Revised (minor) statuses  Suppliers are required to commit against Revised (major) schedule lines To commit a Firm Schedule: 1. Locate the Schedule line in Revised (major) status, to be committed 2. Select a valid commit date 3. Select Accept from actions menu and click Go -> The schedule status will change to either Accepted or Misaligned, based on commit date being different from need-by-date 1 2 3

32 Rejecting Firm Schedules  Whenever a PO header is rejected, all associated schedule lines of that PO will be auto rejected along with.  At the schedule level, Supplier can reject only a Schedule line that is in Revised (major) status. To reject a Firm Schedule: 1. Locate the Schedule line in Revised (major) status to be rejected 2. Select Reject from actions menu and click Go -> This will open the Reject reason page. 3. Select a Reject Reason Code and enter Reject Reason Details 4. Click on Reject button -> The schedule status will change to Rejected

33 Split Commits  Supplier has the option of entering multiple commit dates against schedule lines resulting in splitting the schedule lines  Split commits can be entered only on schedules with status in Accepted, Misaligned or Revised To split commits on a Firm Schedule: 1. Locate a Standard Schedule line for split commits 2. Hover over arrow next to the schedule line and choose Split Commits -> This opens up the schedule details page with the split tab 3. Enter the split information -> the sum total of the split quantities should be equal to the original line quantity 4. click on Split button

34 Split Commits…continued.  The sum total of the split quantities should be equal to the original schedule line quantity  New schedule lines will be created depending on the split information  The newly created schedule lines will have SCP status of ‘Misaligned’, as the split commit dates will be different from the original need-by-dates. Split Commits on Blanket PO Schedule lines: - The newly created schedule lines with the SCP status of ‘Misaligned’, will have the Oracle status as ‘Pending’. - a temporary release number (for e.g.: 1.1) will be assigned to the new schedule line - Once the ‘Pending’ lines are synchronized with Oracle, the ‘Pending’ status will change to the status within Oracle.

35 Download Schedules  System let users download schedule data into CSV format (which can be opened in Notepad or Excel) To download Schedules: 1. Click on Purchase Orders -> Search Purchase Orders and access Schedule search form 2. Enter your search criteria and Select Download As option CSV and click on Search button 3. System generates CSV file. Option to Save the file or Open in Excel 1 2 3

36 Upload Commits  Commit information can be uploaded in CSV format  Commit information can be uploaded only on schedules in Accepted, Misaligned or Revised statuses To upload commit: 1. Download schedules information – Select Download as CSV, Select Download results folder and Click on Search 2. Save the CSV file and edit the commit information 3. Click on browse button for Upload and select the edited CSV file 4. Click on Import button

37 Creating and Processing ASNs Topics Understanding ASNs Creating ASN Locating ASNs Editing and Shipping ASN Cancelling an ASN Printing Shipping Documents

38 Understanding ASNs  Suppliers are expected to send Advanced Shipment Notices (ASN) for the schedules shipped within SCP.  ASN consists of Packages - The schedule quantities are ‘packed’ within Packages. One pack label will be generated for each ASN.  The PO must be accepted before an ASN can be created for any PO schedule There are four statuses associated with ASNs in SCP. Supplier creates ASN in SCP Supplier ships ASN in SCP Buyer receives shipments in Oracle OPEN SHIPPED RECEIVED CANCELLED S C P Supplier cancels ASN in SCP

39 Schedule Ship Status - AuthShip The schedule ship status will change to AuthShip whenever the schedule line satisfies the business shipping requirements and eligible to be shipped (i.e. with open quantity). Following are the AuthShip date windows:  No ASN can be created until the schedule is in an AuthShip status. * For GE Muskegon, this value may be set for 5 business days. For other business units, this may be set for 10 business days

40 Creating ASN  ASN can be created from a schedule line that has a ship status of AuthShip ; The Net Due column on the schedule line should have a positive quantity as well. To create an ASN: 1. Locate the Schedule line for creating ASN, from Purchase Orders -> Search Schedule Lines 2. Find the schedule line AuthShip status; make sure the schedule line has a Net due quantity 3. Select the schedule line, then from actions menu select Create Shipment and click Go button -> This will open the Create Shipment window

41 Creating ASN…continued 4. Enter Quantity to Ship, Quantity per Container and Manufacture Lot Number. You may select the Country of Origin here or fill that information later. 5. Number of packages created within the ASN will be based on the Quantity per Container entered. Click on Create button. One pack label will be generated for each package. 6. This will close the Create Shipment window and open the Edit Shipment window – a new ASN has been created 4 5 New ASN has been created. Two packages are created based on the following values: Quantity to Ship = 4 Quantity per Container = 2 6

42 Creating ASN…continued 7. Enter all mandatory information and click on Save button to save ASN for now 7 Note: The packing slip entered here will become part of the invoice number in iSupplier Portal (SSS AP) When the ASN is received an invoice will be generated automatically and payment will be made via electronic funds transfer (EFT)

43 Locating ASNs A) ASNs could be located by clicking on the dashboard portlet links within the ASN tab B) Locate Schedules from Purchasing Module search page 1. Click on Shipments and then Search Shipments menu from the navigation panel 2. Enter search criteria and click on Search Search panel: Enter search criteria (For e.g.: Select ‘Open’ within Status field to search for all Open ASNs

44 Editing and Shipping ASNs Once ASNs are located within the search page, open the ASN to edit and ship. To open an ASN: 1. Locate the ASN, from Shipments -> Search Shipments 2. Search and select the specific ASN 3. Hover over the arrow next to ASN and click Shipping Details -> This will open the Edit Shipment window 1 2 3

45 Editing and Shipping ASNs…continued 4. Enter all mandatory fields on the Edit Shipment window 5. Click on Save button -> If all mandatory data is entered, the Print Label buttons are enabled 4 5

46 Editing and Shipping ASNs…continued 7. Print Pack Labels -> this will generate labels in PDF format (one pack label generated for each package) 8. Print Packing Slip report -> this will generate the Packing slip report in PDF format 9. Click on Ship button -> this will change the ASN status to Shipped 789

47 Cancelling an ASN  ASNs can be cancelled from the search results page  When an ASN is cancelled, all associated packages are cancelled and removed from the ASN.  Only ASNs in Open and Shipped status can be cancelled. To Cancel an ASN: 1. Locate the ASN, from Shipments -> Search Shipments 2. Search and select the specific ASN 3. Select the ASN and from the actions menu, choose Cancel 4. Click Go button and click Ok to confirm -> This will change the status of the ASN to Cancelled. All associated packages of the ASN will be cancelled as well and no actions can be taken on the ASN

48 Printing shipping documents  There are multiple ways to print Shipping documents 1. Print labels and documents from Edit Shipment page (covered earlier) 2. Print single document from the context menu option 3. Mass printing of documents To print a single shipping document: 1. Locate the ASN you want to print documents for. 2. Hover over the arrow next to the ASN and choose the required document print option 3. The report/labels will be generated in PDF format for you to save or print Packing List: to generate the Packing List report in PDF format Print Pack Labels: to generate the bar-coded Pack Labels of the ASN in PDF format Commercial Invoice: to generate the Commercial Invoice in PDF format

49 Printing shipping documents…continued  SCP provides the option to mass generate Shipping Labels and documents (Packing Slip & Commercial Invoice) across multiple ASNs To mass print a shipping document: 1. Locate the ASNs you want to print documents for. 2. Select the ASNs by clicking the checkboxes 3. Select the mass printing action from the action list and click Go button 1 2 3

50 Demand (Planned Schedules) Topics Understanding Planned Orders/Demand Search Demand Adding Notes to Buckets Search Planned Schedules

51 Understanding Planned Orders/Demand  A planned schedule is an outlook of parts required in the future to complete the manufacturing process.  Planned schedules are not tied to purchase orders.  Planned schedules are accessible from the Demand menu within SCP.  The planned schedules are retrieved from Oracle (ERP) planning system and displayed in two formats within SCP – Demand buckets and Planned Schedules.  The planned schedules displayed within the Demand module is for informational purpose only and requires no action from the users.

52 Search Demand  The bucketed demand page shows the summary of planned schedules over periodic buckets.  To locate the demand buckets: 1. Click Demand, then Search Demand from the menu. 2. Enter search criteria and click Search.  The demand against each item will be listed in bucketed view – 8 weekly buckets and 10 monthly buckets, which gives a total of 1 year (rolling year) worth of demand data from Oracle MRP. The First week shown will be the week encompassing the current data. The weekly data (8 weeks) is displayed along with the remaining data rolled up into months. 1 2

53 Adding Notes to Buckets  Users may create Notes on Demand bucket rows for other users to view. Notes can be created to send out as message to multiple recipients.  To add a Note to a Demand bucket row: 1. Select the row/item on which Note is to be added 2. Hover over the arrow next to the Item number and choose View Notes from the context menu. This opens up the Notes page. 3. Add a new note and click Save

54 Search Planned Orders  In addition to using dashboard’s preconfigured searches, there are two other ways to locate the planned schedules.  To locate the Planned Schedules from Demand bucket page: 1. From the Demand search results, locate the demand row/item. Hover the arrow and from the context menu click on View Planned Orders. 2. This will open up the Planned Orders search window; with the planned schedule lines that were rolled up into the specific demand bucket row/item.

55 Search Planned Orders (Cont)  To view the details of the planned schedules from the search results: 1. Locate the planned schedule. Hover the arrow and from the context menu click on Details. 2. This will open the Planned schedule detail window  To view the details of the planned schedules from the search results: 1. Locate the planned schedule. Hover the arrow and from the context menu click on Details. 2. This will open the Planned schedule detail window

56 Advanced Topics Topics

57 Schedule Commit by Suppliers Topics Schedule/Order Details

58 Viewing Schedule details To view schedule details: 1. From the Results folder, hover over the arrow next to schedule line and click on View Details 2. This will open up the order Details page 1 2

59 Schedule details page PO and Schedule main details PO and Schedule additional tabular details Print : To print PO PDF View attachments: to view PO header attachments Save: to save any field updates Close: close the details page

60 Schedule details page…continued Shipping Details tab: Contains all shipping related information from the purchase order, including Shipping addresses, Freight terms etc Billing Details tab: Contains all invoice related information from the purchase order, including Billing addresses, Payment terms etc Notes tab: This tab can be used to create notes on schedules. The tab will also list all existing notes Split Line tab: This tab is used to enter split commits. After entering the split commit information, the Split button needs to be clicked.

61 Schedule details page…continued Collaboration History: This tab audits the Schedule field value changes. The audit provides information of what was changed, the change date/time and the user who made the change Following are the only fields that will be audited: Schedule quantity, Commit date, Price, Item revisions, PO Terms, Ship To location, Need By date, DPAS Code, Project task Receipt History: This tab will keep track of all receipt information happened in Oracle against the schedule line.

62 Creating and Processing ASNs Topics International ASNs Drop-ship ASNs Adding Schedules to ASN

63 Adding schedules to ASN  Schedules with ship status of AuthShip and due quantities, can be added to existing ASNs.  To add schedules to an existing ASN, the ASN needs to be in Open or Shipped status  The schedules should have the same Ship To and Ship From address as the existing ASN To add schedule to an ASN: 1. Locate the Schedule line for creating ASN, from Purchase Orders -> Search Schedule Lines 2. Find the schedule line AuthShip status; make sure the schedule line has a Net due quantity 3. Select the schedule line, then from actions menu select Add to Shipment and click Go button -> This will open the Add to Shipment window

64 Adding Schedules to ASN…continued 4. On the Add to Shipment window, enter the ASN/Shipment number to which the schedule will be added 5. Enter the Quantity to Ship, Quantity Per Container, MFR Lot Number and Country of Origin. Click on Add button 6. This will close the Add to Shipment window and open the Edit Shipment window, with the new schedule added to the ASN 4 5 The schedule was added to the existing ASN as one package (#2930), as per the following data entry: Quantity to Ship = 1 Quantity per Container = 1 6

65 Adding Schedules to ASN…continued 7. Click on Save button to save ASN for now 7

66 International ASNs  Any ASN with a Ship From Country different from the Ship To Country is considered as an International ASN.  Commercial Invoice document is required for all International ASNs  The Commercial Invoice Detail fields are automatically enabled and required on the Edit Shipment page of an International ASN  Supplier is required to generate the Commercial Invoice report and ship along with the International shipment Commercial Invoice Details section is enabled on an International ASN. The fields marked * are mandatory to ship this ASN. The Print PDF button is also enabled. This will generate the Commercial Invoice in PDF format, which can be printed or saved.

67 Understanding ( Unplanned ) Drop-ships  Shipments can be created by a supplier and drop shipped to another supplier or warehouse as per GE requirement.  The Drop-ship indicator is captured on the Edit Shipment page during ASN creation or editing Drop ship Scenario - 1 Supplier-A creates Drop Ship ASN Drop ship to a SCP Supplier (Supplier-B) Supplier-B gets access to ASN Supplier-A Ships ASN Supplier-B updates Drop Ship Receipt Date on ASN & Save Drop Ship Scenario - 2 Supplier-A creates Drop Ship ASN Drop ship to a non-SCP Supplier (Supplier-C) Supplier-A Ships ASN Buyer updates Drop Ship Receipt Date on ASN & Save

68 Drop-ship ASNs…continued To indicate (unplanned) drop-ship ASN: 1. Edit an ASN in Open status 2. Check the Drop Ship radio button to ‘Yes’ -> this will enable the ‘Drop Ship fields’. You may select a SCP supplier as the drop-ship supplier (if you don’t select a SCP supplier, it is assumed that buyer will update the Drop ship receipt date) 3. Click Save button -> this will make the ASN available for the drop ship supplier to access within SCP; the Drop ship Receipt Date field will be enabled for the drop-ship supplier to update 1 2 3

69 Supplier Part Maintenance Topics Supplier Part Maintenance Updating Supplier Part Information Download Supplier Part Information Upload Supplier Part Information

70 Supplier Part Maintenance  Suppliers can maintain their parts within SCP for on-hand quantity and lead times.  All transactions, including POs, Schedules, ASNs etc can be searched using supplier part numbers as long as the data is configured within SCP. To locate Supplier Parts: 1. Click on Supplier Part Numbers menu from the navigation panel 2. Enter search criteria and click on Search Search panel: Enter search criteria (For e.g.: Enter Supplier Part Number and search for a specific supplier part number

71 Updating Supplier Part Information To edit details on Supplier parts: 1. Locate the Supplier part 2. Edit the details on the record. Fields edited-> On hand quantity, Mfg Lead Time, Mat Lead Time, Part number and Part description 3. Then select Save from the actions menu and click Go button 1 2 3

72 Download Supplier Part Information  System let users download the supplier part information in CSV format (which can be opened in Notepad or Excel files) To download Supplier Part information : 1. Click on Supplier Part Numbers menu from the navigation panel 2. Enter search criteria and select ‘CSV’ from Download As list 3. Select Download from the Results Folder 4. Click on Search -> this will generate the CSV file and give you the option of save or open in Excel 5. Click Open button to open in Excel

73 Upload Supplier Part Information  System let users upload the supplier part information in CSV format, avoiding data entry on the form  This feature is useful if the supplier has lot of data and need to use tools like Excel for easy edits.  You may use the downloaded file to make your edits and upload back To upload Supplier Part information: 1. Click on Supplier Part Numbers menu from the navigation panel 2. Click on Browse button to select the CSV file to upload 3. Select the CSV file 4. Click on Import button- > this will update the records in the system. If there are errors in the file, no updates will be made. You will have to correct the file and re-import

74 System Navigation & Personalization Topics Search and Results folders Saved Searches Personalizing user dashboard

75 Search and Results Folders  Search Panel  Results Panel Check box Options Icon Save Icon Edit Icon Delete Icon Share Saved Search Icon Context Menu Action List

76 Creating Search Folders  The search folders define the layout of the Search panel and let you personalize the Search panel. To create a personal Search Folder: 1. Start from any of the Search folders. For e.g.: PO search folder 2. Click on the Edit User Folders icon -> This will open up folder Details form 3. Select fields from ‘Available fields’ list and move to ‘Selected Fields’ list or remove fields the other way. The fields within ‘Selected Fields’ list will be the ones included in your personal folder Select field and click Add button

77 Creating Search Folders…continued  Creating Search folders…continued 4. Once you have finalized on the list of fields, enter a Personal folder name. For e.g.: MySearchFolder 5. Click Save -> this will close the Folder details window and your personal folder will be created. Note: The new folder will be appended with your user name 4 5 The New personal folder is displayed in the Search Folder list-> The layout of the search panel has been changed with the updated fields.

78 Creating Results Folders  The results folder define the layout of the Results panel and let you personalize the results panel. To create a personal Results Folder: 1. Start from any of the Result folders. For e.g.: PO results folder 2. Click on the Edit User Folders icon -> This will open up folder Details form 3. Select fields from ‘Available fields’ list and move to ‘Selected Fields’ list or remove fields the other way. The fields within ‘Selected Fields’ list will be the ones included in your personal results folder. Enter a personal folder name 4. Click Save button -> -> this will close the Folder details window and your personal folder will be created. Note: The new folder will be appended with your user name

79 Editing Folders  Both Search and Results personal folders can be edited. To edit an existing personal Folder: 1. Select the appropriate personal folder from the list (Search or Results Folder) 2. Click on the Edit User Folders icon -> This will open up folder Details form 3. Edit the fields and Click Save button -> this will close the Folder details window and your personal folder will be modified To delete an existing personal folder: 4. Select the appropriate personal folder from the list and click on the Delete icon

80 Understanding Saved Searches  Saved searches enable you to save the search criteria along with your personal folders for later use. Saved Search Controls  Saved Search List: List of existing Saved Searches  Save icon: To create a new Saved Search  Delete icon: To delete the current Saved Search  Options icon: Options to set the default Saved Search and number of rows in results folder  Share Saved Search icon: To share your Saved Search with other users

81 Creating Saved Search To create a saved search : 1. On the search folder, enter your search criteria 2. Click on the Save icon 3. Enter the saved search name and click OK 4. The new saved search appear in the List. Whenever that saved search is selected, the search criteria automatically gets populated in the fields. Also, the personal folders will be selected 1 234

82 Setting default Saved Search To set the personal saved search as your default on the search page : 1. On the search folder c lick on the Options icon 2. Within the Configure Page Options, select the Saved Search, max results per page and click Save button 3. Click Close button 1 23

83 Sharing Saved Search To share your personal saved searches with other users in the system : 1. On the search folder c lick on the Share Saved Search icon 2. Within the Share window, select the Saved Search from the list 3. Select the users from the list and click on Share button 4. Click Save button

84 Personalizing User dashboard  Saved Searches can be added as dashboard portlet items as part of personalization. To add a saved search to user dashboard: 1. Access the user dashboard 2. Hover over the Purchase Order Summary portlet and click on preferences option. 3. Select the newly created Saved Search (e.g.: Smith’s POs) ; Click the right arrow to move the Saved Search on to the right side and Click on Save button 4 The dashboard will be refreshed with the portlet having the new Saved Search item

85 Reports & Notifications Topics SCP On-demand Reports Notifications User preferences

86 SCP On-demand Reports  There are several reports configured within SCP  Certain reports are accessible only for GE users, whereas others are accessible for Buyers and Suppliers.  The reports can be generated in two formats: CSV (Excel) and PDF  Following are the available reports: Accessible only for GE Users:  Commit to Shipment Comparison Report  Shipment to Receipt Comparison Report  Supplier Performance Summary Report  Supplier Performance Detail Report  Supplier Stability Report  Premium Transportation Usage Report  Supplier Response Time Report Accessible for GE Users and Suppliers:  Supplier Delinquency Report  Schedule Shipment Past Due Report  Schedule Misaligned Report  Consolidated Firm & Planned Schedules Report  PO Audit History Report

87 SCP On-demand Reports…continued To run an On-demand report: 1. Click Other and then On-demand Reports from the Navigation panel 2. From the Report Name list, select the report you want to execute and the output format of the report 3. Click Ok button - > This will display the parameter fields on the report (displayed here is a sample report) 4. Enter the parameter values and click Ok button

88 SCP Notifications  There are four notifications configured within SCP  Users has the option to choose the type of notifications and at what schedule – Immediate, Daily or Weekly  Following are the available user notifications:  New PO Summary Notification – only for Suppliers  Rejected PO Summary Notification – only for Buyers  Revised-Major Schedule Summary Notification – only for Suppliers  Rejected Schedule Summary Notification - only for Buyers

89 SCP Notifications…continued To configure notifications: 1. Click on Other and then Preferences -> this will open the User preferences page 2. Supplier user will have access only to Supplier tab and Buyer user will have access only to Buyer tab 3. Select the report and the schedule of the report (Immediate, Daily or Weekly) and then click Save button 1 2 3

90 Excercises Topics PO Activity Firm Schedules Activity Schedule Commit Activity ASN Activity Supplier Part Activity Dashboard Activity

91 PO Activity User Activities 1.0, 2.0, 3.0, 4.0 & 4.1

92 Firm Schedules Activity User Activities 5.0, 5.1 & 6.0

93 Schedule Commit Activity User Activities 7.0 & 7.1

94 ASN Activity User Activities 8.0, 9.0, 10.0 & 11.0

95 Supplier Part Activity User Activities 12.0, 12.1 & 12.2

96 System Personalization Activity User Activities 13.0 & 13.1

97 Dashboard Activity User Activity 14.0 & 14.1

98 Q & A ??


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