Customize Your View of Data Training Presentation for Supply Chain Platform: BAE Systems May 2015

Course Objectives After completing this course, you should be able to: >Customize various screens in SCP >Set up filters on the My Workspace page >Save your search criteria >Add or remove alerts SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved. 1

Customizing SCP By customizing your setup, you can: >Modify many of the SCP screens so they only display information that is useful to you >Show or hide columns of data and resort the columns in SCP >Set up filters on the ‘My Workspace’ page >Save your search criteria for a more targeted view of what you need to work >Add or remove alerts Customization of screens only affects the user that made the changes, as the changes are for their User ID only. Customizations can be updated at any time. Changes can be saved as a default setting (use ‘Save as Default’), or just for the current working session (use ‘Update’). 2 SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Customize Your View of Data 3 SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Configurator 4 This is one of several ‘Configurator’ icons in SCP. This icon can be found on list pages, order details and order schedules screens. Each Configurator table has different choices, depending on the available information in that screen. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Configure the ‘Order Details’ Page 5 For a details page, this screenshot shows that you can configure separately the header section or the line items section. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Example: Shipping Configuration 6 In the example below, you can see that a user focused on shipping could configure this screen to show buyer contact information in the header section. For the line items, the most important data is set up on the left to minimize scrolling (part number, request quantities and dates, ship to addresses etc.) SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Customize Columns of Data 7 When you click a Configurator icon, another window appears, giving you options to change how data will appear on the screen. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Remove Columns from View 8 To ‘hide from view’ any data fields that are not used: Select the data fields in the Right Table section Use the arrows to move the data fields to the Available columns section. Data fields can be moved back at any time. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Change the ‘Left-to-Right Order’ for Columns 9 To change the left-to-right order of columns on the page: Select the data fields in the Right Table or Left Table section Use the up and down arrows to change the order of the data fields (first one listed is first column on the left etc.) SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Change the ‘Sort Order’ for Rows 10 To change the sort order for rows (for example, by PO number or by date): Select the data fields to use for sorting in the Right Table section and copy them to the Sort Order section Use the up and down arrows to change the priority of how the data rows get sorted (sort first by X then by Y) The bottom icon for the Sort Order section changes the row order from ascending to descending SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Save as Default 11 To apply your changes and save them: Use Save as Default to save the changes Note: If you click Update, the changes only apply for your current login session SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Customize ‘My Workspace’ 12 SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Configure the ‘My Workspace’ Page 13 You can hide/show sections of the My Workspace page Go to My Workspace In top right corner, click the Configurator icon SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Edit Display Preferences 14 By including just the categories you want to view, you can have a streamlined summary on ‘My Workspace.’ Unselect the items that you want to hide from view SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Edit Display Preferences 15 Scroll to the bottom of the screen and click Update Preferences SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Apply Filter on My Workspace 16 Use the filter icon by each section on My Workspace to set up filtering criteria for that section. You can use this “Apply Filter” function to filter and only display information you want to see. For example, you might only work certain locations. You can make changes under your User ID to only show the BAE Systems locations that you support. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Set Up Filter Criteria 17 Set up filter criteria by identifying the information you want to see on your dashboard. In this example, we have selected certain BAE Systems businesses and locations to include. Enter the ‘search’ criteria to be used for filtering When finished, click on ‘Save Portal Preference’ Note: To modify or remove the filter, simply click the icon again and clear or edit the criteria. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

My Workspace with Filter 18 A check mark will appear next to the filter icon on My Workspace – indicating a filter is on This example shows that the numbers have changed from our initial review when all locations were included. There were initially 111 new orders, now 61 are shown – for the selected locations only. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Save Search Criteria 19 SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Define Search Criteria to Be Saved 20 You can customize a search by filtering out all but targeted information that you want to search. In this example, we are identifying specific item numbers to review. Input the information (using asterisks for wildcards) Then click Save SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Name the Saved Search 21 A dialog box appears that asks you to enter the name of your search. Enter a name (for example, ‘Orders from Smith’) Then click the New button Then click Close SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Select and Run the Saved Search 22 When you want to use this newly saved search: Click the arrow on the drop down box Select the Saved criteria you want to use (in this case, select ‘Orders from Smith’) Then click Search to initiate the search. Click on the drop down icon to access saved searches. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Change First Page Upon Login 23 SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Change First Page upon login 24 You can change the default screen you see when you login to SCP. For example, you may want to always go directly to the My Workspace dashboard, or the ‘Create ASN’ workflow. To change your home page: Navigate to My Profile  Change Home Page On the right side, select the page that you want to use as your home page Once you select a page, you will see a confirmation pop-up window Click OK to close the pop-up window SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Add or Remove Alerts 25 SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Turn On/Off Alerts 26 Each user can turn on or off alerts. To change your alert settings: Navigate to My Profile  Alert Subscription Click on the Set Up to Receive Alerts tab Remove and add check marks to update your selections Click ‘Update’ to save the changes. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Section Summary We have learned… How to customize screens in SCP How to configure and filter the ‘My Workspace’ page How to save search criteria for repeat use How to update settings for ‘home page’ and alerts 27 SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.