Scheduling Agreements BUSINESS UNIT Scheduling Agreements E2Open On Boarding Team April 2018 Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Order Review There are different ways to Accept or Review SAs: By the “My Workspace” page. By the “Collaborative Order Management” page. Massively on an Excel spreadsheet.

My Workspace Go to My Workspace and under Supply Network Order Summary click on the New Scheduling Agreements to Accept or Add Changes Back to Order Review

My Workspace Select the order that you want to review, you can click on the Order Number to have a further scope on the information. Also it can be seen by scrolling right with the highlighted bar at the bottom. In case you agree with the Request Quantity and date information, select the order’s checkbox and then click on Confirm at the bottom (in blue). If not, you must Accept with changes. For this option supplier must click on Add promises (in red).

My Workspace When accepting with changes, you will need to add the quantities and dates to fulfill the requirement completely on this page. Total on Promise quantities must match the request quantity.

My Workspace After saving the suggestions, a confirmation window will appear, click close to finish. This will send back the order to the buyer to revise it. If agreed, they will change the order in the system that generates the PO to E2Open. Then, the order will move from “Accepted with Changes” state to “NEW” again. Once there, the supplier will be able to confirm the order with the suggested changes.

Collaborative Order Management On the left Menu, click on Collaborative Order Management> SA – Firm Delivery Schedule > Search To see everything that is pending to be accepted: Select All on Line Item Type, and New on Schedule State. Then click on Search. Back to Order Review Back to Order Review

Collaborative Order Management The same page appears, and the process is the same as previously described in slides 3 to 6 Select the order that you want to review, you can click on the Order Number to have a further scope on the information. Also it can be seen by scrolling right with the highlighted bar at the bottom. In case you agree with the Quantity and Delivery date information, the supplier must click on Confirm at the bottom (in blue). If not, you must Accept with changes. For this option supplier must click on Add promises (In red). If not, you must Accept with changes. For this option supplier must click on Add promises (In red).

Excel Spreadsheet Also, orders can be Downloaded and Uploaded massively from the system. By clicking on the Collaborative Tree: Upload/Download > Download > Order Execution >SA – Firm Delivery Schedule. In the Schedule State option select NEW. Then click on Search to Download. Back to Order Review Back to Order Revie

Excel Spreadsheet Supplier must select Default Export and click Next To download the file we must click repeatedly on the Refresh Icon on the top right corner (circled in red) until the Status (circled in yellow) changes from Queued, to In Process and finally to Completed, that’s when it is abled to be downloaded. Once it’s on Completed supplier must click on the link of the file name on this example: schedagreement.xls

Excel Spreadsheet The column that must be answered is #7, once the supplier has reviewed the quantities and request dates for the part numbers, they must answer on the Action column: Accept . Supplier can delete information by rows if not needed for the report, columns must not be deleted at all. Then save the file.

Upload File To upload the file again select on the Menu: Upload/Download > Upload > Order Execution > SA Firm Delivery Sched Upload. Then choose the saved file on Browse and click on Next to update information.

Forecast There are different ways to Accept or Review Forecasts: By the “My Workspace” page. By the “Collaborative Supply Planning” page. Massively on an Excel spreadsheet.

My Workspace Selecting the numbers on New/Changed Forecast Alert or the ones already seen but not committed on Missing Supplier Commit Response to Forecast Alert.

My Workspace By selecting one or more lines on the checkmark and then clicking on view one or more forecasts can be reviewed for commitment. If the checkbox on top is selected, it will auto-select all the available forecasts.

My Workspace Please make sure to change from the Problem View tab into the Supply Forecast one. The only rows to be manipulated are the Commit or Upside ones, which are open to write down a quantity. Planning Bucket Type here you can change the different views of the calendar (seminal, monthly, etc)

My Workspace Supplier must commit to the amounts forecasted, which are highlighted in yellow, on top of the forecasted amount the date is shown. This commitment to forecasts only illustrates a tentative amount to be requested on solid Purchase Orders, this does not represents an actual order at all, but must be considered.

My Workspace Also if possible to overpass the forecasted amount, a Supplier Upside can be also used by the supplier to inform the buyer about the availability of that specific part number: When done just click on the bottom the Update button, this should be done once. In case of a forecast change, supplier will get an alert and an update must be made on the commitment.

Collaborative Supply Planning On the Collaboration tree click on Collaborative Supply Planning> Search Forecast Collab To see everything that is pending to be committed to, select: M (as in Monthly) on Planning Bucket Type, and Forecast on Data Existence Filter. Then click on Search.

Collaborative Supply Planning By selecting one or more lines on the checkbox and then clicking on view, one or more part numbers can be reviewed for commitment.

Collaborative Supply Planning Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Supplier must commit to the amounts forecasted, which are highlighted in yellow, on top of the forecasted amount the date is shown. This commitment to forecasts only illustrates a tentative amount to be requested on solid Purchase Orders, this does not represents an actual order at all, but must be considered. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Excel Spreadsheet Also, Forecast can be Downloaded and Uploaded massively from the system. By clicking on the Collaborative Tree: Upload/Download > Download > Forecast/Commit> Forecast/Commit. Then on the Next button.

Excel Spreadsheet Choose the Timeline Setting (we recommend at least a year), and select Forecast on the Data Measure Section. After that press the Next button. On this section choose the Planning Bucket Type M (as Monthly) and Forecast on the Data Existence Filter. Click on Search.

Excel Spreadsheet To download the file we must click repeatedly on the Refresh Icon on the top right corner (circled in red) until the Status (circled in yellow) changes from Queued, to In Process and finally to Completed, that’s when it is abled to be downloaded. Once its on Completed supplier must click on the link of the file name on this example: PurchaseForecast.xls

Excel Spreadsheet The column that must be answered is the #5, once the supplier has reviewed the quantities Forecasted for each part numbers, they must delete the word Forecast from the *Data Type cell and write down: Commit. If needed supplier can delete information by rows if not needed for the report, columns must not be deleted at all. Then save the file.

Upload File To upload the file again select on the Collaborative Tree: Upload/Download > Upload > Forecast/Commit > Forecast/Commit Upload. Then choose the saved file on Browse and click on Next to upload the information.

E2Open On Boarding Team CG-E2open-OB@jci.com April 2018