Navigation Details Boeing 787 SCMP March 2018.

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Presentation transcript:

Navigation Details Boeing 787 SCMP March 2018

Table of Contents Slide Number Training Topic 2 Search Aids 7 Records by Page 9 Large Totals 12 Printing a File 15 Saving a File 17 Exporting Data 19 Downloading List Data 22 View History 24 Tool Tips 26 Commonly Used Icons 28 Partner Managed Inventory (PMI) Business Process Copyright 2018 Exostar LLC | All Rights Reserved |

Search Aids

Search Aids – Calendar Click in the From or To field to open the calendar window. Click the date to choose it. > Moves forward a month, and < moves back a month. >> Moves forward a year, and << moves back a year. Now enters current date in the To and From fields. Click Close to close the calendar window. 1 2 3 Copyright 2018 Exostar LLC | All Rights Reserved |

Search Aids – Date Range The Relative Date Range (Days) allows searching on a specific date range. You can save the date range slider criteria for future use. Using the date range slider overrides an entered calendar. Entering a calendar date overrides a range on the slider that was entered. A positive integer on the slider indicates a number of days into the future from the current date. A negative integer means a number of days into the past (in the example below, the search covers POs created in the past seven days). Slide the left bar to set the start of the date range. Slide the right bar to set the end of the date range. 1 2 Copyright 2018 Exostar LLC | All Rights Reserved |

Search Aids – Advance Search Click the Advance Search icon. Enter the Include and/or Exclude Search criteria. Click Select. 2 3 1 Copyright 2018 Exostar LLC | All Rights Reserved |

Search Aids – Identifier Click the Identifier icon to open the Choose window for that field. Click the radio button to choose the criteria. Click OK. 2 1 3 Copyright 2018 Exostar LLC | All Rights Reserved |

Records by Page

Records Per Page Use the dropdown list at the bottom of a list or details page (1) to change the number of rows of data displayed per page. You can select a maximum of 30 entries for Orders, Shipments, or Receipts, and a maximum of 20 entries for Planning Schedules and Inventories. Note: The last setting is retained in the workflow where it was changed, even after you logout. 1 Copyright 2018 Exostar LLC | All Rights Reserved |

Large Totals

Large Totals In order to improve performance, once the Total count exceeds 5000, the system displays a non-clickable value (A). Navigate to the Summary page (B) for the document type (for example, Purchase Orders). A 1 A Copyright 2018 Exostar LLC | All Rights Reserved |

Large Totals On the Summary page, enter search criteria. For example, add a date range for Order Date. Click Search to reduce the Total value found to something less than 5,000 (A). 2 3 A Copyright 2018 Exostar LLC | All Rights Reserved |

Printing a File

Printing a File Click the Print icon (or Print buttons for orders). Choose a format for the printout. Click Next. Note: Consuming Partners cannot print POs. 1 2 Copyright 2018 Exostar LLC | All Rights Reserved |

Printing a File Click the Print icon. Click the Print button to send it to your printer. 3 4 Copyright 2018 Exostar LLC | All Rights Reserved |

Saving a File

Saving a File Click the Print icon. Click the Save or Download button. Enter a File Name. Click Save. If you are unable to save the file, it is likely your internal firewall is preventing it. 2 1 3 4 Copyright 2018 Exostar LLC | All Rights Reserved |

Exporting Data

Exporting Data You can export data out of SCMP to review it offline. Exported data cannot be imported. Click the Export button. Select to Open or Save the file. Note: There is a 1000-record export limit. 1 2 Copyright 2018 Exostar LLC | All Rights Reserved |

Downloading List Data

Downloading List Data On any list page, click the Download icon for an Excel file of the list page’s data. On the Document Type pop-up, select the default or use UI Export for a customized template of the data format. You can create and save templates for future use. Click the Configure icon. Click Next. 1 2 3 Note: There is a 500-record download limit. Copyright 2018 Exostar LLC | All Rights Reserved |

Downloading List Data Select to Save the Excel file. Since the data was received from the Internet, you must click the Enable Editing button to edit the data. 4 5 Copyright 2018 Exostar LLC | All Rights Reserved |

View History

View History When action is taken on items in SCMP, information is captured as ‘History’. The following types of data fields are audited: User, Role, Transaction Date/Time, Change Field, Old/New Value etc. Scroll right to see more information. User broker_admin_user1 is reference to a Server operation. Click the + or click the Expand All checkbox to select this option. Use the filters in the top section and the Refresh button to expand/filter the list. D D C B C A Copyright 2018 Exostar LLC | All Rights Reserved |

Tool Tips

Tool Tips Pause your cursor over an icon, and generally a Tool Tip pops up to provide details about the icon. A Copyright 2018 Exostar LLC | All Rights Reserved |

Commonly Used Icons

Commonly Used Icons Sort Order: Indicates which columns are being used and in what order to sort rows of data on a list page or in a table. Clicking the icon switches ascending/descending order. Refresh: Prompts system to refresh page data (use after you designate new display parameters or if you want to see if there is new data). Delete: Allows you to delete an item. Download: Creates an Excel file of the data displayed on that page or section. Export: Exports the data on the page to a local drive in tab delimited text format. Filter: Allows you to set up filtering criteria that refines the search results automatically for a set of data. Table Configure: You can select the data fields to display on a page and also to determine sort order for the rows. Flip Sort Order: Used when customizing screens, this changes sort order for rows from ascending to descending, or from descending to ascending. Copyright 2018 Exostar LLC | All Rights Reserved |

Commonly Used Icons Expand/Contract Table Columns: Drag-and-drop feature that expands and contracts the Collab Attribute data columns on the MCV page. Collab Details: Displays a menu of collaboration-related workflows, including Collab Attributes, you can select to view from the MCV page. Data Measure Selector: Accesses the Data Measure Selector dialog box where you can configure the data measures the MCV page displays. View Chart: Accesses the MCV Detail Chart View page where you can select data from the MCV page to view in a chart. Calendar: Access a calendar by clicking in the Date data field, this displays a pop-up calendar for quickly selecting a date to add to search or filter functions. Copyright 2018 Exostar LLC | All Rights Reserved |

Partner Managed Inventory (PMI) Business Process

Partner Manage Inventory (PMI) Business Process Start Payment (outside of SCMP) Issue PO View PS View / Receive Shipment View Inventory Status Boeing View / Receive Receipt Issue PO Change Consuming Partner View PO (Masked) Create Planning Schedule View Shipment Create Receipt Report Inventory Status PO Accepted PS Completed Accept Yes Send Shipment View Receipt View Inventory Status PO Response PO Response PS Response Providing Partner Reject Create Shipment Acknowledge with Exception No Response No Response Alert! PO Acknowledged with Exception Alert! Green Box = Start Copyright 2018 Exostar LLC | All Rights Reserved |

Partner Manage Inventory (PMI) Business Process Issue Return Logistics PO View RSM View / Receive Shipment Boeing Issue Return Logistics PO Change Consuming Partner View PO (Masked) View PO (Masked) Complete RSM View Shipment PO Accepted Accept Send RSM Send Shipment PO Response PO Response Providing Partner Reject Create Return Ship Manifest (RSM) Create Shipment Acknowledge with Exception No Response Alert! PO Acknowledged with Exception Green Box = Start Copyright 2018 Exostar LLC | All Rights Reserved |

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