Upgrade Overview for Current Users of SCP-RR Training Presentation for Supply Chain Platform: Rolls-Royce May 2013.

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Presentation transcript:

Upgrade Overview for Current Users of SCP-RR Training Presentation for Supply Chain Platform: Rolls-Royce May 2013

Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 1 Training and Support Options

Live Training Courses COURSE 1: Delivery Schedule Management If you currently work with planning schedules, PS / LTPS in csv downloads or upload planning schedule responses and can view invoices and goods receipts, attend course 1. View and respond to delivery schedules View long term forecasts View goods receipt summary reports View invoice summary reports COURSE 2: Purchase Document Management If you currently receive purchase orders, blanket orders or discrete orders through Supply Chain Platform, attend course 2. View and respond to purchase orders View and accept outline agreements View goods receipt summary reports Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 2

Live Training Courses COURSE 3: Invoices If you currently create invoices in Supply Chain Platform, attend course 3. Note: if you only view invoice summary reports, this topic is covered in Course 1. Create an invoice in SCP-RR Locate an invoice in SCP-RR View invoice details on a purchase order COURSE 4: Upgrade Overview (current SCP-RR users) If you are a supplier already working in the Rolls-Royce Enterprise Supply Chain Platform and a supplier to Rolls-Royce Marine, please attend Course 4. Review the changes from the SCP-RR 3.0 upgrade Tips for working in SCP-RR (advanced features) Overview of creating shipments in SCP-RR Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 3

Support Options There are several ways to get assistance: 1.Self-service case via My Exostar website >Fill in an on-line form and submit it to Customer Support 2.Live phone support with Exostar’s Customer Support >Tel #: (from UK ) >Hours: 3am – 9pm EST, Monday to Friday 3.On-line training materials >Available through the ‘Help’ link in SCP >Also located at under Products  Supply Chain Platformwww.myexostar.com Note: To report an issue, provide as much detail as possible. It is helpful to provide screenshots, the steps that were followed, and to let us know if the issue can be repeated. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 4

Contact Support – My Exostar Site Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 5

On-Line Request Form Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 6

Help Link in SCP-RR Once you can login to SCP, there are training documents under the ‘Help’ link Note: Many Help files are presented in PDF format requiring the free Adobe Acrobat Reader. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 7

Access SCP-RR Training Materials Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 8

Access SCP-RR Training Materials Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 9

Access SCP-RR Training Materials Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 10

Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 11 Login and User Preferences

No Change to Access - Go to Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 12

Enter your same login credentials Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 13

Select ‘Supply Chain Platform – Rolls Royce’ Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 14

New SCP-RR Home Page (logo) 15 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Change First Page Upon Login Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 16

Turn On/Off Alerts Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 17

Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 18 Overview of Changes

Workflow Name Changes with Upgrade 19 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential Current TermNew Term Blanket OrderOutline Agreement Discrete OrderPurchase Order Schedule AgreementsDelivery Schedules Note: For purchase orders, ‘Supplier Rejected’ state is now called ‘Rejected’.

Download Data for Reference From the list page, it is easy to download information in an Excel format From My Workspace or a Search/Summary page, go to a list page Click the yellow Download button (this selects across all pages) Click Next and then select to ‘Open’ or ‘Save’ the file 20 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Example of Download (from List Page) 21 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential Since the data was downloaded from the Internet, you might need to click the “Enable Editing’ button at the top of the Excel sheet before you can edit the Excel data.

Modify the Download Format You can modify the layout of the download file – i.e. data fields to include and in what order. After clicking the ‘Download’ button, you will see the Select Document Type pop-up Use the drop down for ‘Download Settings’ to select Create My Setting… Note: Once a setting is saved, it will appear on this list in the future and can be reused. 22 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential Use left/right arrows to move data fields to the ‘Download Fields’ box Use up/down arrows to edit the order across the Excel spreadsheet Then determine the sort order When finished, enter a name for the saved setting, click Save As and then Update.

Acknowledge with Exceptions – from List Page 23 Order lines can be processed with ‘Acknowledge with Exceptions’ from a list page Make sure the ‘Supplier Message’ is populated FOR THE FIRST ROW OF THAT ORDER. Note: If a row has ‘None’ in the Supplier Message field, you must enter a Supplier Message and apply ‘Acknowledge with Exceptions’ to the first row listed for that order at the same time. Otherwise, click into the details page and only process the subsequent line. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Batch Processing Across Pages A supplier with many routine orders can select most of them from a list, ‘batch accept’ them and then address the purchase orders that require more attention. Always complete actions (Accept, Acknowledge with Exceptions, or Reject) for the items on THIS page before working on the NEXT page. Changes to the current page are lost if the action was not completed. 24 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Add Promises – from List Page 25 If using ‘Add Promises’ from an order list page, you should complete and action other lines on page first and then add the promises. Or, go to the details page to add promises. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Multiple POC Revisions It is possible for Rolls-Royce to send one or more POCs to an order before you have responded to it. You will always see the latest information on the purchase order. If you HAVE responded to the order, your responses are retained. You then have the option to update against your own response (and based on the changes on the POC). ‘Revision’ now highlights in yellow when it has been changed by Rolls-Royce with a POC. 26 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Closing an Order 27 Order lines can be “Closed” by a purchase order change from Rolls-Royce. If a line is moved to ‘Closed’, it can still be shipped or invoiced in SCP-RR. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Cancelled Orders Cancelled lines will trigger an notification to the supplier. Cancelled lines are shown in red strikethrough font in SCP-RR. If the entire order is cancelled, the ‘Order State’ moves to cancelled as well. No supplier response is required for cancelled lines. (ProcurePass suppliers – see next slide.) 28 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Cancelled Orders – By Using Quantity of Zero If Rolls-Royce expects written confirmation through SCP-RR that an order line was cancelled, the order line will have a quantity of zero and the state will be ‘Updated’ instead of ‘Cancelled’. The supplier should accept the updated order. Shipments and Invoices cannot be created for order lines with a quantity of zero. 29 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Using ‘Accept’ If Modified Data 30 If any data fields are modified for a line, but the line is ‘Accepted’, then the system assumes Rolls-Royce’s request was acceptable and will overwrite the changed data back to match the request from Rolls-Royce. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

‘Item Description’ for Order Lines 31 ‘Item Description’ has a limit of 128 characters. ‘Full Description’ has a limit of 1000 characters and can be opened in a pop-up by clicking the icon in the Full Description field. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Purchase Orders - Data Field Changes 32 Renamed fields: >‘Buyer Item Number’ is now ‘Item/Part No.’ >‘Promise Deliver Date’ is now ‘Promise Delivery Date’ >‘Previous Request Date’ is now ‘Previous Delivery Date’ >‘Supplier Company’ is now ‘Supplier Name’. >‘Buyer’ contact info fields are now ‘Buy/MRPC’ contact info fields ‘Buyer VAT Registration Number’ was added at the header level. ‘DPAS Rating’ was added at the line level. ‘Supplier Message’ was added to the list pages. ‘Supplier Contact’, ‘Change Order Date’ and ‘Change Order Sequence’ were removed from search and summary pages. ‘Request Ship Date’ was removed from search, summary and list pages. ‘Received Date’ and ‘Schedule ID’ were removed from list and detail pages. Many fields not being used (i.e. MRP-related) were removed with the upgrade. The maximum character limit for the ‘Supplier Message’ field is Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Blanket Orders = Outline Agreements in SCP-RR The business process that has been used by Rolls-Royce for blanket orders is now being managed in SCP-RR as ‘Outline Agreements’ An ‘Outline Agreement’ is an agreement for the purchase of an item over time. Go to ‘Outline Agreement’ on the navigation tree. On My Workspace in the Order Summary section, make sure ‘Outline Agreement’ is selected from the drop down list. 33 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Outline Agreement Supplier Message – Not Used by RR IMPORTANT: The ‘Supplier Message’ field for outline agreements is currently not visible in Rolls-Royce’s system. To modify an outline agreement, contact the buyer outside of SCP-RR. 34 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Outline Agreement – Print No Longer Available Print is no longer an option for outline agreements. To obtain a copy of the agreement, download the attached file. Also, the extra tabs for shipments, receipts and invoices were removed because they are not linked to outline agreements in SCP-RR. 35 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Outline Agreements - Data Field Changes 36 ‘Pld Del Time’ was added at the line level Renamed fields: >‘Buyer Item Number’ is now ‘Item/Part No.’ >‘Supplier Company’ is now ‘Supplier Name’ >‘Buyer’ contact info fields are now ‘Buy/MRPC’ contact info fields Removed from outline agreements: >Buyer contact and address fields >‘Bill to’ fields, ‘Remit to’ fields at the header level >‘Ship to’ fields at the line level >Various quantity fields (shipped, received etc.) >‘Supplier Price’ and ‘Previous Unit Price’ >‘Standard’ and ‘Harmonised Tariff Code’ Removed from search and summary pages: ‘Change Order Sequence’, ‘Change Order Date’, ‘Supplier Ref Number’, ‘Effective From’, ‘Supplier Contact’ Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Receipt States Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential Received - Referenced – only used by Rolls-Royce Marine, refers to an order in SCP-RR. Received – goods receipts that do not reference an order in SCP-RR are loaded in a ‘Received’ state, with all line items in a ‘Received’ state. 37

Special Characters Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 38 Data in SCP-RR When you enter information in SCP-RR as part of a response that will be sent to Rolls- Royce, some special characters should be avoided. For example, the ‘Supplier Comments’ field on a Delivery Schedule response can use the more basic special characters such as []>=< But you should not enter letters with accents or special characters on them or double byte characters. Creating New Users or Orgs for SCP-RR If you create a new user for SCP-RR, or set up a new organization that needs access to SCP-RR, you should ONLY USE the basic 26 letters of the alphabet, numbers and the dash (“-”) symbol. Avoid all other special characters when registering new users or organizations for SCP- RR.

Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 39 Advanced Features

Using ‘My Workspace’ – Long Term Each user can set filters for their own dashboard (Buyer Name, Region etc.) Counts are at the LINE level with a max shown of ‘5000+’ An ‘Archived’ status keeps outdated information off the dashboard view Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 40

A maximum of 5000 records can be returned. Searching Tips Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 41

Refine the Search Criteria Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 42

Configuration of Data on Pages Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 43

Configuration of Data on Pages Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 44

Example: Monitoring ‘Updated’ Orders Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 45 Sort the order list page by ‘Header Last Modified’ to see most recent incoming changes

End: Course 4 – Upgrade Overview Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 46