Training Presentation for Supply Chain Platform: BAE Systems Schedule Agreements Training Presentation for Supply Chain Platform: BAE Systems May 2015

Course Objectives After completing this course, you should be able to: Understand the schedule agreement process in SCP Explain the various schedule agreement states and action options Locate and view the schedule agreement’s details Respond to a schedule agreement Review changes to a schedule agreement View the schedule agreement details on a discrete order SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Schedule Agreement Business Process SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Business Process Schedule Agreement : Buyers publish schedule agreements to their suppliers. Schedule Agreement Response: Suppliers should respond to the schedule agreement. The system checks every two hours for new responses to be sent to the buyer. Schedule Agreement Changes: Buyers may publish changes to previously published schedule agreements. Suppliers are typically expected to respond. Schedule Agreement Changes or Cancellations 3 Schedule Agreements (SA) 1 Buyer Supplier Schedule Agreement Responses 2 SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Supplier/Buyer Actions for Schedule Agreements New – schedule agreements are loaded into SCP in a New state, with all line items in a New state. Note: If changes are made, the agreement line’s state can push back to ‘New’ from the ‘Sent’ state. Sent – supplier has completed and sent their response (which could have been to agree with the request, or to acknowledge it but with a counter proposal). Closed – the buyer can move a schedule agreement line to the ‘Closed’ state. Inactive – the system automatically moves a line to this state if the line is not included in a subsequent version of that Schedule Agreement. Archived – lines move to this state automatically after a period of inactivity SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

View Schedule Agreements SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Schedule Agreement Structure Each line item represents a different item. Each request (or ‘schedule line’) represents a date and quantity. Each promise represents a confirmation from the Supplier. Order Line Item Header Request Promise SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

View Schedule Agreements On the My Workspace page, schedule agreements are accessed in the ‘Schedule Agreement Summary section. Each row represents a ‘State’ that applies to schedule agreements. Clicking on the number links will take you to a list of schedule agreement lines in that state. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

View List of Schedule Agreement Lines Each row on this list page is a line from a schedule agreement. Use the scroll bar at the bottom to move left and right to see more data fields. Use the ‘Configurator’ icon in the top right corner to reconfigure the columns and rows. Click on an Order Number link to access the schedule agreement details page. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

View Schedule Agreement Details Use the scroll bars to view more data in the top and bottom sections of the schedule agreement. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Respond to Schedule Agreements SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Locate ‘New’ Schedule Agreements You will receive an email alert when you have new schedule agreements in SCP. Click on the New link to go to the list of schedule agreements that need a response. Note: Schedule agreements that have been updated will also be on the ‘New’ list. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Respond to a Schedule Agreement If you are expected to respond to this schedule agreement, the Response Sent data field will say ‘No’. The Schedule Agreement Status (header) and the Schedule Status (lines) will have a ‘New’ status. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Send – ‘Accept’ Buyer Requests If you agree with the schedule agreement ‘as is’ then you just have to select the agreement lines and click ‘Send’. The response will be sent to the buyer the next time the system sweeps (every 2 hours). SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Send – ‘Acknowledge with Exceptions’ To acknowledge a schedule agreement but with exceptions, you will still use the same status and action button of ‘Send’. Use the ‘Promise Date’, ‘Promise Qty’, ‘Reject Reason’ and ‘Supplier Comments’ fields to create a detailed response – then click Send. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

A ‘Sent’ Schedule Agreement After you have clicked the Send button, the Response Sent will change to ‘Yes’ and the Schedule Agreement Status and the Schedule Status for the lines will change to ‘Sent’. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Schedule Agreement Changes When a schedule agreement gets updated with a newer version by the buyer, there will be a new version published in SCP. If the ‘Promise Date’, ‘Request Del Date’ or ‘Request Qty’ are different from the previous schedule agreement version, then the state will change to ‘New’ – this notifies the supplier that there are new schedule agreement lines that require a response. If none of these three fields changed in the next version, then the state will not change. For the ‘Request Del Date’ and the ‘Request Qty’ fields, there are corresponding ‘Previous’ fields which show the value from the previous version of the schedule agreement. If a new schedule agreement is posted and either of these two fields were not changed, then the ‘Previous’ fields are left blank. If a new schedule agreement version is posted and it does not include a schedule line that was previously in that agreement, then that line will go to an ‘Inactive’ state. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Schedule Agreement Alerts You can use the exception alerts on the My Worskpace page to quickly access schedule agreements that require attention. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Search for Archived/Closed Schedule Agreements To locate schedule agreements that are ‘Closed’ or ‘Archived’, go to Order Management – Schedule Agreement – Search on the navigation tree. Select ‘Archived’ or ‘Closed’ as the Schedule Status. You can also use a date range for the Run Date to narrow your search results. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Schedule Agreements and Discrete Orders A schedule agreement and a discrete order are linked together in SCP by having the same ‘Order Number’. A user can access the schedule agreements right from the order by going to the ‘Schedule Agreement Info’ tab on the order details page. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Shipments and Invoices for Schedule Agreements For shipments and invoices against schedule agreements, you should follow the same process that you use with BAE Systems today (not through SCP). If you also receive discrete orders in SCP, then you may be expected to ship or invoice against them in SCP. For all business processes, your BAE Systems buyer will determine which process workflows should be handled in SCP. SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.

Section Summary We have learned… How to access new schedule agreements How to respond and send schedule agreement responses How to view schedule agreement changes SCP-BAE: Copyright 2015 Exostar LLC. All Rights Reserved.