Presentation is loading. Please wait.

Presentation is loading. Please wait.

21-02: Customize Your View of Data Supply Chain Platform Training Presentation Updated July 2009.

Similar presentations


Presentation on theme: "21-02: Customize Your View of Data Supply Chain Platform Training Presentation Updated July 2009."— Presentation transcript:

1 21-02: Customize Your View of Data Supply Chain Platform Training Presentation Updated July 2009

2 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Personalization You can personalize many of the SCP screens so that they only display information that is useful to you. This training session explains how to personalize SCP by showing/hiding columns of data and resorting the columns in SCP. Personalization can be done by any user, and it can be updated at any time. Personalization changes are saved as a default setting (use ‘Save as Default’), or just for the current working session (use ‘Update’).

3 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Course Objectives After completing this course, you should be able to: >Customize the My Workspace page >Customize list pages >Customize the Multi Collaborative View page (planning schedules) >Set up preferences under My Profile >Create a Bookmark

4 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential “My Workspace” Page

5 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Customizing My Workspace My Workspace is a customized “dashboard” for easy monitoring of activities 1.Click the Customize button 2.Choose the items that you want to see on your dashboard 3.Click the Update Preferences button 1 3 2

6 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential List Pages

7 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential List Pages for Order Management 1.You can customize list pages for PO’s, ASN’s, Receipts and Invoices 2.Click on the Configurator icon 3.Click on the up and down arrows to change the sort order of the columns 4.Use the Save as Default button to apply changes for all future logins to SCP

8 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential List Pages for Demand Planning 1.You cannot reconfigure Planning Schedule or Long Term Planning Schedule list pages, but you can switch your view from this page. 2.The numbered arrow icon ( ) indicates how the information has been sorted. Click on the number to change the sort of a column from descending to ascending. 2 1

9 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential The MCV Page (Planning Schedules)

10 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Customizing the MCV Page 1.Click the Configurator icon (A) 2.Select the additional data you want to view (B) and the sort order (C). 3.Click Save as Default (D) to save the changes for future logins. A. Table Configurator B. Data to View C. Sort Order D. Save

11 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Customizing the MCV Page 4.The system displays the additional data in columns (E) to the left of the Data Measures column. 5.If necessary, left click and drag to the right the Column Display icon (F) to view all the data. E. Display Area for additional columns F. Column Display

12 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential MCV Page – Customize Data Measures 1.If you do not work with all of the listed data measures, use ( ) to customize your view 2.Select data measures to display, edit the sort order and click Save as Default 3.Note: More info (but same number of items) display on each page with fewer data measures

13 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential My Profile

14 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Setting Your Alert Preferences 1.From the Navigation Tree, click [+] My Profile  Alert Preferences 2.The first (3) alerts are turned ON by default – select them to turn them off (not recommended) 3.The rest of the alerts are turned OFF by default – select them to turn them on 4.When finished, click the Update button

15 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Bookmark

16 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Creating a Search Page Bookmark Bookmarks allow you to mark a page in SCP as a “Favorite” on your Internet browser. To create a bookmarked page:  On any page in SCP (i.e. a Search page), click Bookmark on the SCP header  Enter a Name and click OK To access a bookmarked page:  On your internet browser, go to Favorites 1.Select the bookmark 1 2 NOTE: If you are not logged into SCP, you are first asked to login and then directed to the page.

17 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential Creating a Planning Schedule Bookmark 1.At Multi Collaboration View page header, click Bookmark 2.In Criteria column, click Collaborations or Filter Selections: >Collaborations – saves the collaborations (items) you selected to view on the page >Filter Selections – saves the filter criteria you defined prior to this page Note: If you get an error “URL size exceeds bookmark limit” when saving ‘Collaborations’, it means that the data that you are book-marking is too large. The alternative is to bookmark ‘Filter Selections’. 3.In Date Range column, click Relative Date Range or Absolute Date Range: >Absolute - retains the date range you selected to view on the page >Relative – uses your default start date and end date 4.Click OK to save bookmark 5.Enter a Name and click OK

18 Copyright 2009 Exostar LLC and E2open, Inc. All Rights reserved. Proprietary and Confidential End – Customize Your View of Data


Download ppt "21-02: Customize Your View of Data Supply Chain Platform Training Presentation Updated July 2009."

Similar presentations


Ads by Google