2Training Agenda Introduction to SCP PO Acknowledgment by Suppliers Schedule Commit by SuppliersAgreements Acknowledgement by SuppliersCreating and processing ASNsDemand (Planned Schedules)Advanced TopicsQ & A
3Introduction to SCP Topics User Roles Getting Started User dashboard Navigation menu options
4User Roles in SCPUsers will be assigned Roles within SCP. Each role will differentiate the users with tasks they are entitled to do within the systemBuyer RolesSupplier RolesBuyer/CA View OnlyView POsView SchedulesView AgreementsView ASNsPrint labels & ReportsSupplier PlannerBuyer/CA View Only Role +PO AcknowledgmentSchedule CommitsAgreement AcknowledgmentCreate NotesSupplier Part MaintainBuyer/CABuyer/CA View Only Role +PO AcknowledgmentSchedule CommitsAgreement AcknowledgmentUpdate ASNsCreate NotesSupplier Parts MaintainSupplier ShipperBuyer/CA View Only Role +Create NotesCreate ASNsCancel ASNsUpload ASNsSuper SupplierSupplier Planner Role +Supplier Shipper RoleSuper Buyer/CABuyer/CA Role +Create ASNsCancel ASNsUpload ASNsSupplier Admin
5Getting Started Log into SCP: 1. Go to https://www.supplychainwebcenter.com and enter your SSO ID and passwordSupplychain WebCenter? Bring up Job Aides for self help. Demo this at the end. Check to see how suppliers will get the production URL for SSS/AP as well.2. Click Sign in to AuthenticateThe GE Aviation Supply Chain Web Center page will open
6Getting Started3. On the left hand menu click on Planning/Schedules The navigation section will expand and display the Supplier Collaboration Portal link near the bottomSupplychain WebCenter? Bring up Job Aides for self help. Demo this at the end. Check to see how suppliers will get the production URL for SSS/AP as well.
7Getting Started4. 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 applicationSupplychain WebCenter? Bring up Job Aides for self help. Demo this at the end. Check to see how suppliers will get the production URL for SSS/AP as well.
8SCP main pageUpon log-in, the default dashboard page will be displayed along with the navigation panel (main menu) on the left hand sideNavigation Panel(Main Menu)Dashboard
9Understanding User dashboard Dashboard is a collection of portlets. Portlets are the group boxes that holds transaction summary informationThe dashboard has two tabs – Home and ASN.The Home tab contains the following portlets:Message of the day: Will display generic messagesNotes: Shows all Notes assigned to the userPurchase Order Summary: Shows number of POs in various statusesAgreements Summary: Shows number of Agreements in various statusesPlanned Schedules Summary: Shows summary information of Planned ordersFirm Schedules Summary: Shows number of schedules in various statusesThe ASN tab has one portlet – Shipment Summary, which will show the number of ASNs in various statusesEach summary information within the portlets are Saved Searches and clickable links. This will open the search results with the saved criteria
10Navigation Menu options Home / My Pages- View dashboard or home pageNotes- Create / send messages on transactionsAdministration - * User account creation, User roles, carrier maintenance,.Demand – View bucketed demands, Planned SchedulesPurchase Orders – Acknowledge POs, Commit Firm Schedules, Acknowledge AgreementsShipments- Create ASNs, Ship ASNs, Print shipping documentsIntegration- ** Import ASNs (in XML Integrations)Documentation- View system help documentationsOther- Generate SCP reports, set user preferencesLogout- Click to logout of the system* Only availableto Administrators** Not covered inthis training
11Agreement Acknowledgment by Suppliers TopicsUnderstanding AgreementsLocating AgreementsPrinting PO PDF documentAccepting an AgreementRejecting an Agreement
12Understanding Agreements Buyers create Agreements within Oracle (ERP) and Suppliers acknowledge Agreements from SCP.There are four statuses associated with Agreements in SCPBuyer creates Agreement in OracleBuyer revises AgreementNEW REJECTED REVISED ACCEPTEDS C PBPAs are big deal. The goal is to put as much on BPA as possible. This will “control” Pos associated with the BPAs.Supplier Rejects Agreement in SCPSupplier Accepts Agreement in SCPThe Oracle (ERP) status associated with Agreements are:APPROVED, REQUIRES REAPPROVAL, REJECTED, HOLD, FROZEN, CANCELLED, OPEN, CLOSED
13Locating 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
14Locating 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 SearchSearch panel: Enter search criteria (For e.g.: Select ‘New’ within Agreement Status field to search for allNew Agreements
15Printing PO (Agreement) PDF document The PO (Agreement) Report can be generated in PDF formatTo generate the PO (Agreement) Document:1. Locate the Agreement2. Hover over arrow next to the Agreement and choose Print PO PDF3. System will prompt to either save or open the PDF file4. You may Print, Save or Open the PDF file that is generated1Accepting the information in this document is confirming pricings, terms, agreement length.423
16Accepting 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 revisedTo accept an Agreement:1. Locate the Agreement to be acknowledged2. 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.1This will mean that Standard Pos associated with this BPA can be Accepted and have ASNs created against them. If the BPA is not accepted then the associated Pos cannot be actioned.23
17Rejecting an Agreement Only those Agreements with SCP status New or Revised can be “Rejected”.To reject an Agreement:1. Locate the Agreement to be acknowledged2. Print PO PDF Report (if needed, to verify data accuracy)3. Select Reject from the actions menu and click Go button4. Select a Reject Reason Code and enter Reject Reason Details5. Click on Reject button -> The Agreement status will change to Rejected and an will be sent to the buyer1Will get ed to the buyer. Kimball to verify rules are in place.2345
18PO Acknowledgment by Suppliers TopicsUnderstanding Purchase OrdersLocating Purchase OrdersPrinting PO PDF documentAccepting a Purchase OrderRejecting a Purchase OrderNotes on Purchase Order
19Understanding 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 OracleBuyer revises PO in OracleBuyer Cancels PO in OracleNEW REJECTED NEW ACCEPTED CANCELLEDS C PSupplier Rejects PO in SCPSupplier Accepts PO in SCPThe Oracle (ERP) status associated with POs are:Open, Hold, Freeze, Closed and Cancelled
20Locating 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
21Locating 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 SearchSearch panel: Enter search criteria (For e.g.: Select ‘New’ within PO Status field to search for all New POs
22Printing PO PDF document The PO Report can be generated in PDF formatTo generate the PO Document:1. Locate the Purchase Order2. Hover over arrow next to the PO and choose Print PO PDF3. System will prompt to either save or open the PDF file4. You may Print, Save or Open the PDF file that is generated1423
23Accepting 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 acknowledged2. 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.1Change #2 to highlight Print PO PDF. Change wording as well. Highlight that Accepting the PO will make the Commit Dates match the Need By Dates.432
24Rejecting 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 acknowledged2. 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 Details5. Click on Reject button -> The PO status and associated schedule statuses will change to Rejected.1Fix step 2 again Highlight that this needs to be followed up with a phone call.3425
25Adding Note to a Purchase Order PO Notes are messages that can be attached to a PO and ed to other users within SCPWhen a note is created, the Notes summary portlet on the dashboard will be updated.Similar note can be created on Schedules and ASNsNo technical or export controlled data should be included or attached in SCPTo add Note to a Purchase Order:1. Locate the Purchase Order2. Hover over arrow next to the PO and choose View Notes3. 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 created1This is a primary method for communication between the supplier and buyer. The note should generally be followed up with a call.3254
26Understanding Notes Status Status TypesinNotes PanelOPEN(default)CLOSEDStatus assignedTo every NoteWhen the noteno longer needsTo be viewed.Changing Note Status3.Click change status4.Save status change2.Select a status1.Select note
28Understanding 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 OracleBuyer revise Schedules in Oracle. The revision can be of type Major or MinorBuyer Cancels Schedule in OracleNEW REJECTED REVISED MISALIGNED ACCEPTED CANCELLEDS C PSupplier Rejects PO in SCPSupplier Commits –different date than need-by-dateSupplier Commits -same date as need-by-dateThe Oracle (ERP) status associated with Schedules are:Open, Hold, Freeze, Closed, Pending and Cancelled
29Revised 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 TermsPO Line: Item Revision, Unit Price, Government ContractSchedule: Quantity Increase, Ship to Location, Bill to LocationDistributions: DPAS RatingA new PO line shipment that is added to an existing PO.Major Revisions require the Supplier to Accept or Reject the scheduleAll other field revisions will result in the schedule line status to be ‘Revised (minor)’.Emphasize Major change Acceptance.
30Locating 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 SearchSearch panel: Enter search criteria (For e.g.: Select ‘Revised’ within Schedule Status field to search for all Revised Schedules
31Committing 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) statusesSuppliers are required to commit against Revised (major) schedule linesTo commit a Firm Schedule:1. Locate the Schedule line in Revised (major) status, to be committed2. Select a valid commit date3. 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-date213
32Rejecting 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 rejected2. 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 Details4. Click on Reject button -> The schedule status will change to Rejected.1This will send an to the buyer324
33Split CommitsSupplier has the option of entering multiple commit dates against schedule lines resulting in splitting the schedule linesSplit commits can be entered only on schedules with status in Accepted, Misaligned or RevisedTo split commits on a Firm Schedule:1. Locate a Standard Schedule line for split commits2. Hover over arrow next to the schedule line and choose Split Commits -> This opens up the schedule details page with the split tab3. Enter the split information -> the sum total of the split quantities should be equal to the original line quantity4. click on Split button1324
34Split Commits…continued. The sum total of the split quantities should be equal to the original schedule line quantityNew schedule lines will be created depending on the split informationThe 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.
35Download SchedulesSystem 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 form2. Enter your search criteria and Select Download As option CSV and click on Search button3. System generates CSV file. Option to Save the file or Open in Excel1Skim, but cover32
36Upload CommitsCommit information can be uploaded in CSV formatCommit information can be uploaded only on schedules in Accepted, Misaligned or Revised statusesTo upload commit:1. Download schedules information – Select Download as CSV, Select Download results folder and Click on Search2. Save the CSV file and edit the commit information3. Click on browse button for Upload and select the edited CSV file4. Click on Import button1324
37Creating and Processing ASNs TopicsUnderstanding ASNsCreating ASNLocating ASNsEditing and Shipping ASNCancelling an ASNPrinting Shipping Documents
38Understanding ASNsSuppliers 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 scheduleThere are four statuses associated with ASNs in SCP.Buyer receives shipments in OracleS C POPEN SHIPPED RECEIVED CANCELLEDSupplier creates ASN in SCPSupplier ships ASN in SCPSupplier cancels ASN in SCP
39Schedule 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 daysDomestic is 5 days early. International is receiving tolerance + 10 (look at this again)
40Creating ASNASN 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 Lines2. Find the schedule line AuthShip status; make sure the schedule line has a Net due quantity3. Select the schedule line , then from actions menu select Create Shipment and click Go button -> This will open the Create Shipment window.2The ship to and ship from loactions need to match for each schedule line on an ASN.13
41Creating 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 Createbutton. 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 created645New ASN has been created.Two packages are created based on the following values:Quantity to Ship = 4Quantity per Container = 2
42Creating ASN…continued 7. Enter all mandatory information and click on Save button to save ASN for nowNote: 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)7
43Locating ASNsA) ASNs could be located by clicking on the dashboard portlet links within the ASN tabB) Locate Schedules from Purchasing Module search page1. Click on Shipments and then Search Shipments menu from the navigation panel2. Enter search criteria and click on SearchSearch panel: Enter search criteria (For e.g.: Select ‘Open’ within Status field to search for all Open ASNs
44Editing 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 Shipments2. Search and select the specific ASN3. Hover over the arrow next to ASN and click Shipping Details -> This will open the Edit Shipment window213
45Editing 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 enabled45
46Editing 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 format9. Click on Ship button -> this will change the ASN status to Shipped789Packing slip is very important for receiving. This allows the receiver to find the ASN in the receiving system. The goal is to have the supplier use both the package labels and the packing slip going forward.
47Cancelling an ASNASNs can be cancelled from the search results pageWhen 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 Shipments2. Search and select the specific ASN3. Select the ASN and from the actions menu, choose Cancel4. 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 ASN2134
48Printing shipping documents There are multiple ways to print Shipping documents1. Print labels and documents from Edit Shipment page (covered earlier)2. Print single document from the context menu option3. Mass printing of documentsTo 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 option3. The report/labels will be generated in PDF format for you to save or printPacking List: to generate the Packing Listreport in PDF formatPrint Pack Labels: to generate the bar-codedPack Labels of the ASN in PDF formatCommercial Invoice: to generate theCommercial Invoice in PDF format
49Printing shipping documents…continued SCP provides the option to mass generate Shipping Labels and documents (Packing Slip & Commercial Invoice) across multiple ASNsTo mass print a shipping document:1. Locate the ASNs you want to print documents for.2. Select the ASNs by clicking the checkboxes3. Select the mass printing action from the action list and click Go button132
51Understanding 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.
52Search DemandThe 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.12
53Adding 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 added2. 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.123
54Search Planned OrdersIn 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.
55Search 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
57Schedule Commit by Suppliers TopicsSchedule/Order Details
58Viewing 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 page1Skip or Gloss over this section more advanced.2
59Schedule details page PO and Schedule main details Print : To print PO PDFView attachments: to view PO header attachmentsSave: to save any field updatesClose: close the details pagePO and Scheduleadditional tabulardetails
60Schedule details page…continued Shipping Details tab: Contains all shipping related information from the purchase order, including Shipping addresses, Freight terms etcBilling Details tab: Contains all invoice related information from the purchase order, including Billing addresses, Payment terms etcNotes tab: This tab can be used to create notes on schedules. The tab will also list all existing notesSplit Line tab: This tab is used to enter split commits. After entering the split commit information, the Split button needs to be clicked.
61Schedule 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 changeFollowing 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 taskReceipt History: This tab will keep track of all receipt information happened in Oracle against the schedule line.
62Creating and Processing ASNs TopicsInternational ASNsDrop-ship ASNsAdding Schedules to ASN
63Adding 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 statusThe schedules should have the same Ship To and Ship From address as the existing ASNTo add schedule to an ASN:1. Locate the Schedule line for creating ASN, from Purchase Orders -> Search Schedule Lines2. Find the schedule line AuthShip status; make sure the schedule line has a Net due quantity3. Select the schedule line , then from actions menu select Add to Shipment and click Go button -> This will open the Add to Shipment window.2Skip this. More advanced.13
64Adding Schedules to ASN…continued 4. On the Add to Shipment window, enter the ASN/Shipment number to which the schedule will be added5. Enter the Quantity to Ship, Quantity Per Container, MFR Lot Number and Country of Origin. Click on Add button6. This will close the Add to Shipment window and open the Edit Shipment window, with the new schedule added to the ASN645The schedule was added to the existing ASN as one package (#2930), as per the following data entry:Quantity to Ship = 1Quantity per Container = 1
65Adding Schedules to ASN…continued 7. Click on Save button to save ASN for now7
66International ASNsAny 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 ASNsThe Commercial Invoice Detail fields are automatically enabled and required on the Edit Shipment page of an International ASNSupplier is required to generate the Commercial Invoice report and ship along with the International shipmentCommercial Invoice Details section is enabled on an International ASN. The fields marked * aremandatory to ship this ASN.The Print PDF button is also enabled. This willgenerate the Commercial Invoice in PDF format,which can be printed or saved .Gloss over. Here for future use and in progress.
67Understanding (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 editingDrop ship Scenario - 1Drop Ship Scenario - 2Supplier-A creates Drop Ship ASNSupplier-A creates Drop Ship ASNDrop ship to a SCP Supplier (Supplier-B)Drop ship to a non-SCP Supplier (Supplier-C)Advanced topicSupplier-A Ships ASNSupplier-A Ships ASNSupplier-B gets access to ASNBuyer updates Drop Ship Receipt Date on ASN & SaveSupplier-B updates Drop Ship Receipt Date on ASN & Save
68Drop-ship ASNs…continued To indicate (unplanned) drop-ship ASN:1. Edit an ASN in Open status2. 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 update213
69Supplier Part Maintenance TopicsSupplier Part MaintenanceUpdating Supplier Part InformationDownload Supplier Part InformationUpload Supplier Part Information
70Supplier 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 panel2. Enter search criteria and click on SearchSearch panel: Enter search criteria (For e.g.: Enter Supplier Part Number and search for a specific supplier part number
71Updating Supplier Part Information To edit details on Supplier parts:1. Locate the Supplier part2. Edit the details on the record. Fields edited-> On hand quantity, Mfg Lead Time, Mat Lead Time, Part number and Part description3. Then select Save from the actions menu and click Go button321
72Download 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 panel2. Enter search criteria and select ‘CSV’ from Download As list3. Select Download from the Results Folder4. Click on Search -> this will generate the CSV file and give you the option of save or open in Excel5. Click Open button to open in Excel15423
73Upload Supplier Part Information System let users upload the supplier part information in CSV format, avoiding data entry on the formThis 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 backTo upload Supplier Part information:1. Click on Supplier Part Numbers menu from the navigation panel2. Click on Browse button to select the CSV file to upload3. Select the CSV file4. 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-import1234
74System Navigation & Personalization TopicsSearch and Results foldersSaved SearchesPersonalizing user dashboard
76Creating 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 folder2. Click on the Edit User Folders icon -> This will open up folder Details form3. 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 folder12Select field and click Add button3
77Creating Search Folders…continued 4. Once you have finalized on the list of fields, enter a Personal folder name. For e.g.: MySearchFolder5. 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 name45The New personal folder is displayed in the Search Folder list-> The layout of the search panel has been changed with the updated fields.
78Creating 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 folder2. Click on the Edit User Folders icon -> This will open up folder Details form3. 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 name4. 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 name1324
79Editing FoldersBoth 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 form3. Edit the fields and Click Save button -> this will close the Folder details window and your personal folder will be modifiedTo delete an existing personal folder:4. Select the appropriate personal folder from the list and click on the Delete icon1234
80Understanding Saved Searches Saved searches enable you to save the search criteria along with your personal folders for later use.Saved Search ControlsSaved Search List: List of existing Saved SearchesSave icon: To create a new Saved SearchDelete icon: To delete the current Saved SearchOptions icon: Options to set the default Saved Search and number of rows in results folderShare Saved Search icon: To share your Saved Search with other users
81Creating Saved Search 1 2 3 4 To create a saved search: 1. On the search folder, enter your search criteria2. Click on the Save icon3. Enter the saved search name and click OK4. 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 selected1234
82Setting default Saved Search To set the personal saved search as your default on the search page:1. On the search folder click on the Options icon2. Within the Configure Page Options, select the Saved Search, max results per page and click Save button3. Click Close button123
83Sharing Saved SearchTo share your personal saved searches with other users in the system:1. On the search folder click on the Share Saved Search icon2. Within the Share window, select the Saved Search from the list3. Select the users from the list and click on Share button4. Click Save button1234
84Personalizing 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 dashboard2. 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 button4 The dashboard will be refreshed with the portlet having the new Saved Search item1423
86SCP 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 PDFFollowing are the available reports:Accessible only for GE Users:Commit to Shipment Comparison ReportShipment to Receipt Comparison ReportSupplier Performance Summary ReportSupplier Performance Detail ReportSupplier Stability ReportPremium Transportation Usage ReportSupplier Response Time ReportAccessible for GE Users and Suppliers:Supplier Delinquency ReportSchedule Shipment Past Due ReportSchedule Misaligned ReportConsolidated Firm & Planned Schedules ReportPO Audit History Report
87SCP On-demand Reports…continued To run an On-demand report:1. Click Other and then On-demand Reports from the Navigation panel2. From the Report Name list, select the report you want to execute and the output format of the report3. 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 button2341
88SCP Email Notifications There are four notifications configured within SCPUsers has the option to choose the type of notifications and at what schedule – Immediate, Daily or WeeklyFollowing are the available user notifications:New PO Summary Notification – only for SuppliersRejected PO Summary Notification – only for BuyersRevised-Major Schedule Summary Notification – only for SuppliersRejected Schedule Summary Notification - only for Buyers
89SCP Email Notifications…continued To configure notifications:1. Click on Other and then Preferences -> this will open the User preferences page2. Supplier user will have access only to Supplier tab and Buyer user will have access only to Buyer tab3. Select the report and the schedule of the report (Immediate, Daily or Weekly) and then click Save button213
90Excercises Topics PO Activity Firm Schedules Activity Schedule Commit ActivityASN ActivitySupplier Part ActivityDashboard Activity