Orders – View and Print Boeing Supply Chain Platform (BSCP) Detailed Training January 2015

Table of Contents 1 Slide NumberTraining Topic 2 Explain the order process in BSCP 7 Search for orders 19 View order details and attachments 27 Print orders 34 Download order data

2 Order Process in BSCP

Business Process 1.Purchase Orders: Buyers publish firm orders to their suppliers. 2.Purchase Order Responses: Based on published orders, Suppliers must provide responses – which are confirmations against the requests. 3.Purchase Order Changes: Buyers may publish changes or cancellations to previously published orders. Suppliers are also expected to respond to change orders. Purchase Order Responses Purchase Orders Buyer Supplier 1 2 Purchase Order Changes or Cancellations 3 3

Roles of Suppliers and Buyers Navigation path to discrete orders: Order Management – Discrete Order – Summary or Search The menu for Buyer and Supplier appear to be the same but they have different actions available to them: >Only Suppliers can respond to purchase orders in BSCP (see slide 5). >Buyers create purchase orders and change orders through their backend systems but have no ability to action orders in BSCP (see slide 6). BuyerSupplier 4

Discrete Order – Example (Supplier view) Only Suppliers can respond to purchase orders in BSCP. Purchase orders in BSCP are located in the ‘Discrete Orders’ workflow. Each purchase order has a ‘header’ section that includes general information about the purchase order, and ‘line items’ in the bottom section which can include multiple line items and multiple schedule lines per line item. Header Line Items 5

Discrete Order – Example (Buyer view) The view for a buyer is similar, but there are different ‘action’ buttons available. Header Line Items 6

7 Search for Orders This section covers how to locate orders. Taking action and responding to an order is covered in a later section.

Searching for Orders - Options There are three ways to begin a search for orders in BSCP. Depending on the way you search, the information will be presented in BSCP at the order level or the schedule line level. This table describes the three search options, and then each one is explained in more detail. 8 Search OptionHow It WorksSearch ExampleLevel of data shown ‘Search’ page*Enter search criteriaLocate order number ‘445789’ Order schedule line level ‘Summary’ page*Enter search criteria and then go to sets of data based on their status. Locate the ‘New’ orders for BDS Order document level, or schedule line level ‘My Workspace’ page**Go to sets of data based on their status. Locate the ‘New’ order schedule lines Order schedule line level * Suppliers can search for discrete orders using the Search and Summary pages. – This is the optimum method of searching. ** Using My Workspace, suppliers can click on the status, but they cannot search by order.

Using the ‘Search’ page 1.On the navigation tree, go to Order Management  Discrete Orders  Search 2.Enter search criteria (use asterisks as wildcards and commas for multiple entries) Note: Searching is not case-sensitive. 3.When finished, click the Search button

Using the ‘Search’ page 4.A list page with search results appears – each row is an order schedule line 5.Scroll to the right for more details about the orders and schedule lines 6.Click on an Order Number link to go to a page with all of the details for that order

Using the ‘Summary’ page 1.On the navigation tree, go to Order Management  Discrete Orders  Summary 2.Enter search criteria (use asterisks as wildcards and commas for multiple entries) 3.When finished, click the Search button

‘Summary’ page – Header Summary Tab The ‘Total’ counts in the bottom section will update based on the search criteria 4.Stay on the Header Summary tab to see the counts per order 5.Click on a link in the ‘Total’ column to see a list of orders with that status

‘Summary’ page – Header Summary Tab 6.From the Header Summary tab, the list page shows one row per order, and you can respond to the whole order at one time from this list page (see ‘Respond to Orders’ training) 6 13

‘Summary’ page – Schedule/Line Summary Tab 7.On the ‘Summary’ page, click on the Schedule/Line Summary tab 8.The ‘Total’ counts in the bottom are based on your search criteria but on this tab they represent the number of schedule lines and are shown as links per ‘State’

‘Summary’ page – Schedule/Line Summary Tab 9. From the Schedule/Line Summary tab, the list page shows one row per order schedule line, and you can respond to one or more schedule lines from this list page 9 15

Using the ‘My Workspace’ page It is possible to access orders based on their status only (from My Workspace). This process can be used to quickly locate all of your ‘new’ or ‘updated’ orders. However, this search option returns results at the schedule line level, so you would need to respond at that level. To respond to the entire order at one time, use the ‘Summary’ page option. 1.Click My Workspace on the Navigation tree 2.In the Order Summary section (A), click on the number link for a status A

‘My Workspace’ – List page Note: This process is showing information at the order schedule line level. 17

Access an Order’s Details 3.From any of the ‘List’ pages, click on the link for the Order Number that you want to view in more detail. 3 18

19 View Order Details and Attachments

View the Order Details A.Use the right scroll bar to scroll up and down to view the header information B.Use the bottom scroll bar to scroll left and right to view the line detail information Note: This detailed view shows a lot of data, but to view ALL of the data that was provided by Boeing, you will need to use the ‘Full Print’ option – see the next section for instructions. B A 20

Customize the Order Details Page A.You can use the ‘Configure’ icon to customize the header data – by removing from view any data fields that you do not use, or moving fields up or down on the page B.The ‘Configure’ icon at the line level allows you to hide columns from view, move them left or right, and change the sort order of the lines Note: See the Help file called ‘Customize Your View of Data’ for instructions. B A 21

View ‘Address’ Details 1.To see address information, click on the icon to the right of an ‘Address’ field 2.A pop-up window appears 3.Click the Close button to close the address window

Order Attachments – Used by BDS Only Orders in BSCP can have documents attached by a BDS Buyer (not a Supplier). A.If there is a number greater than zero next to the paperclip icon, this indicates that there are attachments for that order. Attachments: >Are posted at the order (header) level >Can be accessed from the Order List page or the Order Details page >Cannot be accessed independent of the order >Are not exported/downloaded with the order >Are not printed along with the order Attachments can be updated via change orders: >If the incoming document has a different name, it is added to the list of attachments. >Once attachments are loaded, they cannot be deleted through a change order. 23 A

View Attachment from Order List Page 1.At the Order List page in the Attach column, click the attachment icon for the desired order or line item. >The attachment icon on the Order List page represents documents that are attached at the Order level – even if the rows on the list page represent order schedule lines. 1 24

View Attachment from Order Details Page 1.On the Discrete Order Details page, click the attachment icon in the header section of the order. >The number in parenthesis (#) shows the number of attached files for that order. 25 1

View Attachment 2.At the Tab page in the File Name column, click the attachment hyperlink to view the attachment. 3.Click Open or Save Note: If there are multiple attachments, the ‘Upload Date’ (A) is useful for finding the latest attachment. A

27 Print Orders

Print an Order Within the detailed view of an Order document: A.Full Print – includes all order data sent to BSCP from the Buyer. It also shows changes made to the order. B.Summary Print – includes basic information needed to process the order (i.e. part numbers, quantities, dates, addresses etc.). Note: Printing orders is also covered in the ‘General Navigation’ training. 28 AB

Summary Print - Example 29

Print All Lines with ‘Summary Print’ Order schedule lines that are not currently displayed on the screen will not display on the printed version. To print all of the order’s lines in the Summary Print, use the filter drop down list on the right. 1.Select ‘All (#)’ from the drop down list 2.Click the Filter button 3.Click Summary Print

Print Multiple Orders at Once You can print multiple orders at one time in BSCP (‘Full Print’ version only): 1.Go to Order Management  Discrete Order  Print Orders 2.Enter search criteria, such as ‘Order Date’ or state of ‘New’ 31 3.Then click Search – the order list page appears 4.Select the orders to be printed 5.Then click Full Print (continued next slide)

Print Multiple Orders at Once 6.In the ‘Job List’ pop-up window, click the refresh icon until the Status is ‘Completed’ 7.Then click on the File Name link 8.Select to Open or Save the file Note: You can also pick up the print file at any time from the Inbox Status on the navigation tree.

Print Issue: ‘Please Wait Screen’ Users with certain browser versions may see this ‘Please Wait…’ screen when printing. If the screen appears and does not close automatically after seconds, manually close it using the ‘X’ (1). The Open/Save pop-up window will be behind the ‘Please wait…’ screen. 33 1

34 Download Order Data

The ‘Download’ feature in BSCP allows you to download data in an Excel or CSV format and to configure the data before you download it. Use Order Summary, Order Search or My Workspace to locate the orders or order schedule lines that you want to download Note: Downloading is also covered in the ‘General Navigation’ training. 35

Download Order Data From the Discrete Order List page, click the Download Discrete Orders button. This will download all of the orders listed across multiple pages. 36

Download Options A.Discrete Order UI Export – creates an Excel format version of the data B.Discrete Order UI CSV Export – creates a CSV format version of the data C.Configure icon – click this icon to create a custom layout of the data for downloading (which columns to include and in what order) To use an existing download template, select it from the dropdown list and then click Next. 37 A B C IMPORTANT: If you cannot get to the next step from here (to an ‘Open’ or ‘Save’ pop-up), there may be a known issue for your browser version and pop-up blocker settings. Try one of these two workarounds: Hold down the Ctrl key while you click ‘Next’ on this screen Or, use the workflow for Upload/Download  Downloads  Order Management  Discrete Order

Configure Format of Downloaded File A.Select fields in the ‘Download Fields’ column that do not need to be downloaded and then use the left arrow to move them to the ‘Available Fields’ column (the double arrow moves all of the fields) B.Select fields in the ‘Download Fields’ column and use the up and down arrows to change the layout of the download (‘top to bottom’ of list here is ‘left to right’ on download) 38 A B

Configure Format of Downloaded File C.When finished with steps A and B, set up the ‘Sort Order’ column using arrows again D.Enter a name for the new template and then click Save As E.To edit an existing file, select the name at the top, make edits and click Update 39 DE C E

Example of Downloaded Order Data 40

41 End – View and Print Orders