General Navigation Training Presentation for Supply Chain Platform: BAE Systems May 2015

Course Objectives After completing this course, you should be able to: >Perform basic functionality in SCP >Navigate through the screens >Search for information SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved. 1

General Navigation in SCP 2 SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Home Page 3 When you log into SCP, you will be at the ‘Home’ page. Note: You can change your home page. See ‘Customize View of Data’ training. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Top Toolbar 4 The top toolbar includes the name and role of the user that is logged in. Click on the Exit link to log out of SCP Use the Bookmark link to create a shortcut to a page (you would still need to login) Click on the Help link to access help files by topic SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Navigation Tree 5 The navigation tree on the left side of the screen provides access to various sections of SCP. My Workspace – dashboard view of data, links to information by document type and status Order Management – includes workflows for Orders, ASNs, Invoices and Service Invoices My Profile – change your alert settings and home page Upload/Download – upload or download data into SCP Administration – only visible to users with an ‘Admin’ role, use section to assign user roles SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Action Page - sample 6 As you click down into the navigation tree, the workflows have ‘action’ pages which help you to locate sets of data or a specific document or transaction. This example is a search page for Discrete Orders. Use the blue buttons to perform actions. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

List Page - sample 7 When you search or click on a link to select the data that you want, the results of your request will be returned on a ‘List’ page. Each row is typically a line of data from a transaction, such as an order schedule line. Use the selection checkboxes in the first column and then click on an action button. Note: Taking action on a row will sometimes remove it from this page (for example, if this is a list of ‘New’ order lines and then you ‘Accept’ some of the rows). SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Multiple Pages of Search Results 8 At the top of a list page, you will see the number of pages, the number of records and how many rows you have selected on this page. You can enter a page number and click the Jump button to go to that page. You can also change the number of rows (records) per page using the dropdown list. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

The arrow icon to the top right of the navigation tree allows you to open or close the navigation tree. By closing it, you have more room on the screen to see columns of data. Whenever you see blue writing, that is a link that will take you to more information. For example, you could click on the ‘Order Number’ link below and this will take you to the ‘Order Details’ page for that order. Expand View 9 SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Details Page - sample Header Line Items 10 This is the ‘Details’ page for one order. The top section is the header data and the bottom section is the line items, with one row per line or schedule line. You can collapse the header section by clicking on the ‘Purchase Order Details’ title bar – to show more lines at the bottom. Notice the breadcrumbs across the top – we went from a ‘Search’ to a ‘List’ of results and then to ‘Details’. Click on the ‘Search’ or ‘List’ section of the breadcrumbs to go back to that page. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

How to Find Information in SCP 11 SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Options to Locate Information There are several ways to find data in SCP: >My Workspace – by type of document and status >Search – by search criteria >Summary – by search criteria and status 12 SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

My Workspace 13 Go to My Workspace from the navigation tree on the left. Each section is a document type. Each document type has a set of ‘States’ that are applied to those documents. The numbers are links that will take you to a set of documents with that document type and status. For example, there are 84 ‘New’ purchase order lines at this time. Clicking on the number ‘84’ takes you to list pages of those new order lines. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Results by Status 14 On the list page, you can see that the rows all have the state that we selected on My Workspace. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Search – by Business Process 15 Each document type has a ‘Search’ workflow that can be accessed from the navigation tree. Enter search criteria and then click Search. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Search boxes are not case sensitive. Use asterisks (*) as wildcards. In the example, we are looking for an order with ‘2234’ anywhere in the Order Number. Click on the table icon to open a selection list. Use commas between entries to represent ‘or’. In the example, we are looking for Buyer Item Numbers that start with 22, 23, OR 24. Searching Tips 16 SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Refine the Search Criteria 17 If you want to refine your search criteria (to increase or decrease the number of results), use the ‘Search’ link in the top breadcrumbs to go back to the Search page. If you use the ‘Search’ link on the navigation tree, it will clear your previous search criteria from the Search page. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Summary Page 18 Each document type also has a ‘Summary’ workflow. This is a combination of the Search and My Workspace options. Enter search criteria in the top section and the results are returned as links per state. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Section Summary We have learned… The difference between ‘list pages’ and ‘details pages’ How to use the My Workspace page How to search for information How to use the ‘Summary’ page 19 SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.