Presentation on theme: "E2Open Supplier Training"— Presentation transcript:
1 E2Open Supplier Training A guide to show you step-by-step instructions to navigate through the SPX E2open Web-based Order Management System
2 Thank You for Participating Thank you for partnering with SPX and agreeing to use the E2Open Web-based Supply Chain Management Portal.The new solution changes how SPX provides Discrete Orders to your organization and how SPX receives your Order Responses, Advance Ship Notices, and Invoices.Key Advantages in using this tool:Streamlines the procure to pay process with an exception management approachSynchronizes and automates the order management process with timely end-to-end visibilityReduces errors, lowers inventory levels and improves delivery performance
3 Getting Started with Logging In Upon the Agreement with SPX you will receive two s fromThe first will give you the web address and user IDThe second will contain a temporary passwordNote: If you do not receive either please check your spam account prior to contacting
4 Logging into E2OpenWeb Address:User ID = Your AddressThe first time you log in you will be prompted to answer a challenge phrase and change your password. Follow the steps as prompted.Note: Remember the security question and answer because it will be needed if you forget your password
5 Click on the Picture to take you to the next screen. Getting StartedClick on the Picture to take you to the next screen.
6 Step #1: Use scrollbar to move to bottom of document Terms and ConditionsStep #1: Use scrollbar to move to bottom of documentStep #2 : Select AcceptStep 3: Click OK
7 Collaboration Menu Collaboration Menu (Navigation Tree) This session will help you navigate through any process that you will need.My Workspace: Shows you a Dashboard view. Current Order Summary, Supply Issues, Supply Network Order Summary and ProblemsOrder Mgmt : Navigates you to everything that is needed to process orders, shipments and invoicesDiscrete Order: View, Maintain and Print Purchase OrdersShipment: View, Create and Submit an Advance Shipping Notice (ASN)Invoice: View, Create and Submit an InvoiceNOTE: Blanket Order and Blanket Release Order Types are not Currently Active
8 My Workspace Click on My Workspace to access a summary of your data Note: Anything that displays in blue can be viewed in more detail.
9 My Workspace continued Click HelpSelect Help for more instructions to personalize or access additional navigation applications throughout E2Open.NOTE: Be aware that any personalized default filter will affect your totals; and therefore, exclude records based on the filter you applied if it is not removed
10 Refreshing My Workspace Click Refresh to update the pageDisplays the last time updatedNOTE: You can view the Last Refreshed date above; to obtain the most recent information click refresh.
11 User Preferences -Email Alerts To navigate to your User Preferences:My ProfileUser PreferencesNOTE: This function allows you to turn on the P.O. alert feature which will now send you an when SPX issues a new order or sends a change to an existing order. Please turn on your alert today in E2Open! See the next pages for details.
12 Email Alerts Make sure you are on the Collaboration Preferences tab Check this Box to Enable Alerts
13 Click on the Alert Subscription tab AlertsClick on the Alert Subscription tabSelect New Discrete Order Alert – sent immediately after P.O. is received in E2OpenNew/Opened Discrete Order Alert – sent daily as a reminder of action to be taken
14 Order Management Summary To navigate to the Summary of your orders:Click on Order MgmtClick on Discrete OrderClick Summary
15 Order Management Summary continued Must display discrete orderClick on the blue # that correlates to the desired StatusNote: You may search by any of the above fields to obtain a summary of a specific order or customer item
16 Order Management Summary continued Example: Click on “New” status number…After clicking the correlating status in blue you will view a list of all the orders in the “status” you requested
17 Order Management Summary continued Maintaining from this view…Multiple Orders or Lines (Accept Only):Use the scroll bar at the bottom of the list to navigate to Promise Date and Promise Qty (See next slide for example)Review Promise Date and Promise Quantity. If acceptable select the boxes on the left to indicate the orders to be processed and click Accept. (See slide 26 for more details)ORSpecific Orders:Click on any specific Order Number to view, maintain, or print the order (refer to future slides)Note: Change and Accept Order, or Reject Order (see preceding slides for more details)
18 Order Management Summary continued --Example of the Promise Date and Promise Qty after you have scrolled.--Select this box to indicate the order to be processedMultiple orders can be selected to be processed simultaneously using the Accept Order button when no changes are necessary on the Purchase Order LineNote: Change and Accept Order and Reject Order require Supplier Comment before processing.
19 Order Management Search To navigate to a specific order:Click on Order MgmtClick on Discrete OrderClick Search
20 Order Management Search --You may search by any of the fields below to find a specific order--
21 Managing PO --Example of the different options within this screen.-- Click to Print POClick on Line Attachments to view Drawings, AML, or Purchasing NotesScroll over to view Buyer Comments and/or add Supplier Comments; Make changes to Promise Date or Promise Quantity and to view Ship To Address
22 Managing PO ContinuedTo make changes to the PO, you must first select the state that you want to work within.New : order(s) that have never been modified and REQUIRE SUPPLIER ACTIONOpen : order(s) that have been modified and REQUIRE SUPPLIER ACTIONAccepted : order(s)s that have been acceptedAccepted with Changes : order(s) that have been accepted with changesSupplier Rejected: order(s) need to be modified or cancelled
23 Managing PO ContinuedOnce the state is selected, scroll over to the right side to view Promise Date and Promise Quantity and make changes if necessary.
24 Managing PO ContinuedContinue to scroll to the right to view Unit Price. If pricing is different, see slide # 28 to learn how to Reject pricing.
25 Order Status Action Summary There are three ways to submit an order back to SPXAccept OrderIf you agree to ALL the criteria in the fields given click Accept OrderChange and Accept OrderIf you need to make a change to the Purchase Order you need to use Change and Accept Order. (Promise Date and/or Promise Quantity only)Reject OrderIf you are not able to accept the Unit Price or are unable to fulfill the order click Reject Order--Continue for further detail on each action--
26 To Select the Order or Multiple Orders click on the box To Accept OrderTo Select the Order or Multiple Orders click on the boxClick on Accept OrderIf you agree to ALL the criteria in the fields given click Accept OrderIncluding but not limited to: Promise Date, Promise Qty, and Unit PriceWhen you are certain, click on Accept Order to submitThis action updates back to the SPX Purchase Order systematically without the Buyer interface (automatic acknowledgement)This action moves the status from Open to Accepted in E2OpenNote: Multiple lines can be selected to be processed simultaneously using the Accept Order button when no changes are necessary on the Purchase Order Line
27 To Change and Accept Order Click on Change and Accept OrderIf you have to make a change to the Purchase Order you need to use Change and Accept Order. (Promise Date and/or Promise Quantity only)Supplier Comments are recommended for this action. Click on the Supplier Comment field to create your comments.Once change(s) are final you click Change and Accept Order to submit.This action requires the buyer to review the change(s) and make corrections to the orderThe PO will be sent back to E2Open in the Open state once the buyer reviews accepts the change(s) in their system
28 To Reject An OrderClick to Reject OrderIf you are not able to accept the Unit Price or are unable to fulfill the order click Reject OrderSupplier Comments are required for this action. Click on the Supplier Comment field to create your comments to state the reason why it is rejected before you Reject OrderThis action requires the buyer to review and make corrections to the order or cancel the lineThe PO will be sent back to E2Open in the Open state if it needs to be reviewed again or it will appear in the Cancelled status if it was cancelled.
29 Other Order Status’ Cancelled Closed Order line has been cancelled by SPXOrder status can not be changedClosedOrder is shipped and receivedAfter 5 days order is moved to Closed statusInvoices can not be created once in a Closed status
30 ASN – Advanced Shipping Notice Collaboration MenuClick Order ManagementClick on ShipmentClick Create ShipmentNote: Creating an ASN will send a notification to the SPX Purchase Order System notifying SPX that the product has shipped. You may use your current packing list and labels or print the ASN from E2Open to include with your shipments.
31 Step 1: Check for Discrete Order Creating an ASNStep 1: Check for Discrete OrderStep 2: Enter PO #Step 3: Click SearchYou may search by any of the fields above to find Order Number to create the ASN. Multiple order numbers can be on an ASN.
32 Creating an ASN Continued Use the scroll bar to find all applicable fields.Under ASN Line Items – fill in the fields that are applicable.Example: Shipped Quantity, Packing List #, etc.Fill in Carrier Reference Number with the Tracking #Click on Create ShipmentNote: Use your own Packing List Number
33 Creating an ASN Continued This message will appear after you have created the ASN
34 Viewing and Printing the Completed ASN Enter Shipment Number shown previouslyClick SearchVisit the Collaboration Menu:Click Order ManagementClick ShipmentClick Summary
35 Viewing the Completed ASN Continued To expand and view the ASN in detail click on the blue Shipment NumberReminder: Anything that shows in blue can be viewed in more detail.
36 Viewing and Printing the Completed ASN Continued --Example of the Complete ASN--Print OptionYou only need to use these buttons if you add information later or to send more information(we do not require this)
37 Creating an Invoice Collaboration Menu Click Order Management Click on InvoiceClick Create InvoiceNote: Once you create the Invoice it is sent automatically to SPX Accounts Payable for processing. No additional paperwork needed.
38 Creating an Invoice Continued Step 1: Check for Discrete OrderStep 2: Enter PO #Step 3: Click Search
39 Creating an Invoice Continued Step 1: Replace Invoice Id with your invoice numberStep 2: Invoice Type must be DebitStep 3: Enter Shipped Quantity and Verify Unit Price in this section.Step 4: Create InvoiceNote: It is imperative you review Unit Price and Shipped Quantity before clicking Create InvoiceIf Direct Delivery Order: Shipment Cost, Tracking and Ship Date are Mandatory
40 Creating an Invoice Continued This message will appear after you have created the Invoice
41 Viewing the Completed Invoice Enter Invoice Number shown previouslyClick SearchVisit the Collaboration Menu:Click Order ManagementClick InvoiceClick Summary
42 Viewing the Completed Invoice Continued To expand and view the invoice in detail click on the blue Supplier Invoice NumberReminder: Anything that shows in blue can be viewed in more detail.
43 --Example of Complete Invoice-- Viewing the Completed Invoice Continued--Example of Complete Invoice--Note: Printing an invoice from E2Open is currently not available
44 Thank you for participating! Contact InformationIf you have problems accessing the website or navigating, please contact the SPX Helpdesk at:Phone:Diane Halla atIvy Brase atThank you for participating!