Upload/Download Receipts

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Presentation transcript:

Upload/Download Receipts Boeing 787 SCMP March 2018

Table of Contents Slide Number Training Topic 2 Download Receipts 4 Menu Per Role 6 Download Existing Receipts 10 Download Good Receipt Templates 14 Edit Good Receipt (GR) Template 18 Uploading Receipts 21 Inbox Status Copyright 2018 Exostar LLC | All Rights Reserved |

Download Receipts

Download Receipts The system downloads receipt data in an Excel format template. There is a 1000-record limit for download. For all user roles, the Download Receipts workflow downloads existing receipts. For Consuming Partners only, the Download GR Template workflow downloads a list of shipments in a Sent state that need receipts. Preview your data before the download process. Tip: Because you do not get a preview of what is to be downloaded, we recommend you save a filter prior to executing a download. Then, when you perform the download, apply the saved filter criteria to insure you download the right information. Tip: If your search is too broad because you left too many fields blank, your download times out and fails after ten minutes. 1 2 Copyright 2018 Exostar LLC | All Rights Reserved |

Menu Per Role

Menu Per Role Boeing Consuming Partner Providing Partner Copyright 2018 Exostar LLC | All Rights Reserved |

Download Existing Receipts

Download Existing Receipts On the left Navigation Tree, go to Upload/Download  Downloads  Download Receipts to access the Search Receipts page. Enter your search criteria or Apply a pre-saved filter. Click the Search to Download button. 2 1 3 Copyright 2018 Exostar LLC | All Rights Reserved |

Download Existing Receipts Click Receipt Download to see data with the default format, or click Receipt UI Export to see data with a customized format. Note: You can set up and save your own download templates by clicking the Configure icon. Optionally, enter Comments to reference your download. For example, if you execute multiple downloads, entering “last 30 days” then “30-90 days”, helps differentiate downloads. Click the Next button. 4 5 6 Copyright 2018 Exostar LLC | All Rights Reserved |

Download Existing Receipts On the Inbox Status page, wait for the file status to show Completed. The screen refreshes every ten seconds, or click the Refresh icon to manually refresh. Click the File Name. Select to Open or Save the file. 8 7 Copyright 2018 Exostar LLC | All Rights Reserved |

Download Good Receipt Templates Consuming Partners Only

Download Good Receipt Templates On the left Navigation Tree, go to Upload/Download  Downloads  Download GR Template. Enter your search criteria. Click the Search to Download button. 2 1 3 Copyright 2018 Exostar LLC | All Rights Reserved |

Download Good Receipt Templates Select Goods Receipt Template Download. Optionally, enter Comments to reference your download. For example, if you execute multiple downloads, entering “last 30 days” then “30-90 days”, helps differentiate downloads. Click the Next button. 4 5 6 Copyright 2018 Exostar LLC | All Rights Reserved |

Download Good Receipt Templates On the Inbox Status page, wait for the file status to show Completed. The screen refreshes every ten seconds, or click the Refresh icon to manually refresh. Click the File Name. Select to Open or Save the file. 8 7 Copyright 2018 Exostar LLC | All Rights Reserved |

Edit Good Receipt (GR) Template Consuming Partners Only

Edit Good Receipt (GR) Template The pre-populated Receipt Number is in the format of RCTn, where n is a sequentially increasing number. Tip: Receipts posted manually through the SCMP user interface start with REC. The mandatory Receipt Date uses the MMM dd, yyyy format for all date fields within the template; i.e. Jun 18, 2009. The columns are color coded: Yellow = mandatory user input columns. Orange = optional user input columns. Green = pre-filled columns from shipment data. Note: To edit the data, you must click the Enable Editing button at the top of the Excel spreadsheet. A B Copyright 2018 Exostar LLC | All Rights Reserved |

Edit Good Receipt (GR) Template If you need to edit the Receipt Quantity, indicating a partial shipment, please notify Boeing before proceeding with the upload. Do not delete either of the first two header rows, because the first two lines are automatically ignored upon upload. The Receipt Identifier field: Is not available in the downloaded template. Is not required to be unique. Will be automatically populated with the User ID during upload. D C Copyright 2018 Exostar LLC | All Rights Reserved |

Edit Good Receipt (GR) Template – Troubleshooting When a GR Template is uploaded, the system does basic data validation for things like data syntax, data format, and existence of the Supplier Code in the Supplier Code Look Up Master Data table. If the upload fails, the error file reports static text, such as No record was submitted for Processing, which means you must correct the problems and re-submit the entire file instead of just the problematic records. Once the basic data validation is complete, the system performs business validation, such as the Receipt Date cannot be greater than “Current Date +1”. If the upload fails at this point, you must correct the problems and resubmit the file with only the corrected records; otherwise, previously successful rows cause errors. Alternatively, you can re-download the GR Template, which automatically excludes the records successfully created in the first upload attempt. Copyright 2018 Exostar LLC | All Rights Reserved |

Consuming Partners Only Uploading Receipts Consuming Partners Only

Uploading Receipts On the left Navigation Tree, go to Upload/Download  Uploads  Upload GR Template. Click the Choose File button. Navigate to and select the file you want to upload and click Open. Click the Next button. 2 4 1 Note: There is 500-record import limit. Copyright 2018 Exostar LLC | All Rights Reserved |

Uploading Receipts – Download Status Queued: The system is working on other files and will get to your file momentarily. In Process: The system is still writing the data file. If the Queued or In Process status displays, the system automatically updates the status every ten seconds. You can also click the Refresh icon (R) to manually refresh. Completed: The system is done writing the data file. If the Completed status displays, the file was successfully written on the server. If the Completed with Errors status displays (S) with an exclamation point icon, an error occurred in processing the data file. In that case, click the icon to view the error file that explains the problem. R S Copyright 2018 Exostar LLC | All Rights Reserved |

Inbox Status

Inbox Status On the left Navigation Tree, go to Inbox Status. Click + Job Filter to expand the top section. Optionally, enter your search criteria. Click the Search button. 2 1 3 4 J System download files are purged from the Job List (J) after three days. Copyright 2018 Exostar LLC | All Rights Reserved |

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