Upload/Download Inventory

Slides:



Advertisements
Similar presentations
31-04: Respond Offline to Planning Schedules Supply Chain Platform Training Presentation Updated April 2011.
Advertisements

31-01: Demand Planning Overview Supply Chain Platform Training Presentation Updated April 2011.
Customize Your View of Data Training Presentation for Supply Chain Platform: BAE Systems May 2015.
Orders and Invoices Supply Chain Platform: Rolls-Royce Training for Indirect Suppliers March 2016.
Invoices and Service Invoices Training Presentation for Raytheon Supply Chain Platform (RSCP) April 2016.
How to Create eInvoices in SCP-RR Training Presentation for Supply Chain Platform: Rolls-Royce January 2016.
Delivery Schedules & Long Term Forecasts May 2015 Supply Chain Platform: Rolls-Royce Training for Controls and Data Services Limited.
Orders – View and Print Boeing Supply Chain Platform (BSCP) Detailed Training January 2015.
Invoices Training Presentation for Supply Chain Platform: BAE Systems May 2015.
Invoices Boeing Supply Chain Platform (BSCP) Detailed Training January 2015.
Purchase Document Management Supply Chain Platform: Energy For Siemens Energy ADGT November 2014.
Delivery Schedules & Long Term Forecasts Course 1 Training Presentation for Supply Chain Platform: Rolls-Royce June 2013.
Purchase Orders May 2015 Supply Chain Platform: Rolls-Royce Training for Controls and Data Services Limited.
Shipments Training Presentation for Raytheon Supply Chain Platform (RSCP) April 2016.
Orders – Create Responses Boeing Supply Chain Platform (BSCP) Detailed Training July 2016.
Emdeon Office Batch Management Services This document provides detailed information on Batch Import Services and other Batch features.
General Navigation Training Presentation for Supply Chain Platform: BAE Systems May 2015.
General Navigation Training Presentation for Raytheon Supply Chain Platform (RSCP) April 2016.
System Requirements Network Bandwidth: Hardware: Software:
A Quick Start Guide to Online Ordering
Table of Contents Slide Number Training Topic
eInvoice Business Process
PMI Returns Management Process
Partner Managed Inventory (PMI) Process
Course Objectives After completing this course, you should be able to:
About the To-Do Bar in Outlook
Supply Chain Platform Training Presentation Updated April 2009
Forecasts and Long Term Forecasts (Formerly Planning Schedules)
Boeing 787 SCMP Training June 2016
Boeing 787 SCMP Training June 2016
Download/Upload Inventory
A Step by Step Tutorial This PowerPoint presentation is intended to show eDMR users how to login and use the eDMR system.
Training Presentation for Supply Chain Platform: BAE Systems
Return Shipment Manifest
Boeing 787 SCMP Training June 2016
Multi-Collab View (MCV) Page
Download/Upload Planning Schedule
Download/Upload Receipts
Boeing 787 SCMP Training June 2016
Managing Student Test Settings
Boeing Supply Chain Platform (BSCP) Detailed Training
Building Configurable Forms
Adding and editing students and student test settings
Test Information Distribution Engine (TIDE)
Download Orders, Shipments, and Receipts
Boeing 787 SCMP Training June 2016
Create and Edit Item Records
I-Supplier Training Guide
Overview & Basic Functionality
Upload/Download Planning Schedules
Upload/Download Receipts
Adding and Editing Students and Student Test Settings
Navigation Details Boeing 787 SCMP March 2018.
Download Orders, Shipments and Receipts
Adding and Editing Users
Managing Rosters Screener Training Module Module 5
Test Information Distribution Engine (TIDE) Training
Scheduling Agreements
IBM SCPM Basic Navigation
IBM SCPM PIT Data Download/Upload
IBM SCPM Collaborations
Overview of Contract Association Batch Upload
IBM SCPM PIT Data Download/Upload
Forecasts and Long Term Forecasts (Formerly Planning Schedules)
Upload/Download Inventory
Training Document Accessing Reports in VinCENT.
IBM SCPM MCV Page August 7, 2019.
Purchase Document Management
Invoices Boeing Supply Chain Platform (BSCP) Detailed Training
Create, Upload and Use Data Extensions (Lists)
Presentation transcript:

Upload/Download Inventory Boeing 787 SCMP March 2018

Table of Contents Slide Number Training Topic 2 Detailed Business Process 4 Menu Per Role 6 Downloading Data 13 Download Data File 16 Updating Data Offline 20 Min./Max. Data 22 On-Hand Data 24 Data Correction 26 Uploading Inventory Data 28 Checking Upload Status 30 Inbox Status Copyright 2018 Exostar LLC | All Rights Reserved |

Detailed Business Process

Detailed Business Process All users can download inventory data to which they have collab access. The download filter allows users to make selections across multiple partners and sites to which they have access. Users can download any data measures viewable by the user. The system downloads and uploads data in Microsoft Excel format. Boeing users can upload the Inventory Min/Max data. Consuming Partners can upload the Inventory Status data. The system rejects uploads if the user does not have permission to edit the data. Inventory uploads will not fail for inactive collabs. 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 |

Downloading Inventory Data

Downloading Inventory Data On the left Navigation Tree, go to Upload/Download. Consuming Partners click Download Inventory Status, while Boeing users click Download Inventory Plan. Optionally, enter Comments to reference your download. For example, if you execute multiple downloads, entering “Item 123” then “Item 789”, helps to differentiate your downloads. Click Next. 1 3 4 2 Copyright 2018 Exostar LLC | All Rights Reserved |

Downloading Inventory Data If you selected to download the status, you must select a date range for the timeline of the data. Click the Calendar icons to select the download date range. Click Next. 5 6 Copyright 2018 Exostar LLC | All Rights Reserved |

Downloading Inventory Data Select the checkboxes for the desired items for the parameter. If there is only one item, it is automatically selected. Click the Add button. Click the grey > button for the next parameter. Repeat the steps above until the Filter Builder (F) is complete. If your filter is not specific enough, your download times out and fails after ten minutes. 7 9 8 F Copyright 2018 Exostar LLC | All Rights Reserved |

Downloading Inventory Data – Filter Parameters Page You select from the Filter Parameter options starting from the top and working down. Choices made for each parameter affect the parameter list of options for each item below it. As you work your way down, the choices display in the Filter Builder. Parameter Selector Search Box A Parameter List Add Button Pagination Buttons B Add All Button Next Button Filter Display Copyright 2018 Exostar LLC | All Rights Reserved |

Downloading Inventory Data – Filter Parameters Page Selecting the checkboxes for line items followed by the Add button, includes those specific items in the Filter Builder. Clicking the Add All button puts an asterisk (*) or wildcard in the Filter Builder, so if more items are added in the future, the new items are included. Add Button Add All Button A B Copyright 2018 Exostar LLC | All Rights Reserved |

Downloading Inventory Data Once the Filter Builder (F) is complete, click the Next button to access the download status page. Tip: Because you do not get a preview of what is to be downloaded, we recommend you save a planning schedule filter prior to executing a download. Then, when you perform the download, apply the saved filter criteria to insure you download the right information. F 11 Copyright 2018 Exostar LLC | All Rights Reserved |

Download Data File

Download Data File – Status Column 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 |

Download Data File Click the File Name to begin download process. Click Save to copy the file to your computer’s hard drive, or click Open to immediately view the file. 1 2 Copyright 2018 Exostar LLC | All Rights Reserved |

Updating Inventory Data Offline Boeing and Consuming Partner

Updating Inventory Data Offline Edits to the Inventory may be done using: Your internal system. Microsoft Excel. Excel 2003 and prior worksheet is limited to 256 columns and 65,535 rows. Excel 2007 does not have these limitations. Import limit at 500 records. Export limit at 1000 records. Only rows in EDIT identified data columns can be changed. Copyright 2018 Exostar LLC | All Rights Reserved |

Updating Inventory Data Offline When you download inventory data, any date with no data, is not included in the download file. For example: If there is inventory data for the 1st and 15th of the month, but no data for any other date, only two rows display in the downloaded file. If there is no data for an item, you get one blank row. To add or split data, do not insert a new row into the Excel spreadsheet; instead, copy and paste an existing row, then edit the appropriate data in the editable columns. If you delete a row, the inventory value for that deleted date becomes empty ($null) in the inventory upon upload. Copyright 2018 Exostar LLC | All Rights Reserved |

Updating Inventory Data Offline Date format is Mmm DD, YYYY (e.g. Oct 31, 2016). Mmm = Month (Oct) DD = Date (31) YYYY = Year (2016) The hash/number/pound sign (#) as the first character in the first cell of a row, will comment out the entire row so the row will not load. If you Copy and Paste a row, be sure Excel does not drop the leading zero of a field, going from 012345 to 12345, which could cause the upload to fail. Warehouse ID must be less than 50 characters. Copyright 2018 Exostar LLC | All Rights Reserved |

Inventory Min./Max. Data

Inventory Min/Max Data The Min Max Qty Date must be in the appropriate format. The required Min Max Qty must be equal to or greater than 0 (zero). This value must be fewer than 19 digits. Pay attention you are entering your minimum quantity in the MinimumQtyInventory data measure row, and your maximum quantity in the MaximumQtyInventory data measure row. # Comment   Required field. Format is Mmm DD, YYYY Mmm=Month DD=Date YYYY=Year   Required field.  NO EDIT EDIT Item Warehouse Supplier Code Data Measure Min Max Qty Date Min Max Qty ITEM_A3_T001B 017693 MaximumQtyInventory Oct 31, 2016 6 MinimumQtyInventory 1 ITEM_A5_T002D 9 3 A B C Copyright 2018 Exostar LLC | All Rights Reserved |

Inventory On-Hand Data

Inventory On-Hand Data The required Qty on Hand Date can only be today, not a past or future date. The required On Hand Qty must be equal to or greater than 0 (zero). This value must be fewer than 19 digits. Pay attention you are entering your available quantity in the AvailableQtyInventory data measure row, and your blocked quantity in the BlockedQtyInventory data measure row.  # Comment   Required field. Format=Mmm DD, YYYY >0 NO EDIT EDIT Item Warehouse Data Measure Qty on Hand Date On Hand Qty Inventory Contact Name Inventory Contact Number ITEM_A3_T001B AvailableQtyInventory Oct 31, 2016 2 ITEM_A5_T002D 456 3 BlockedQtyInventory  Oct 31, 2016  1 C A B Copyright 2018 Exostar LLC | All Rights Reserved |

Inventory Data Correction

Inventory Data Correction After you upload a file, you realize you misidentified the warehouse, so you change the file and upload it again; thus both the misidentified Warehouse ID and the correct Warehouse ID are shown and their quantities combined. To correct this: Click the Available Quantity link. Click the checkbox to select the misidentified Warehouse ID. Click the Delete button. 1 2 3 Copyright 2018 Exostar LLC | All Rights Reserved |

Uploading Inventory Data Boeing and Consuming Partner

Uploading Inventory Data On the left Navigation Tree, go to Upload/Download, Uploads, then Upload File(s). Consuming Partners click the Inventory Status Upload radio button, while Boeing users click the Inventory Plan Upload radio button. Click the Choose File button. Navigate to and select the file you want to upload. On the Upload File(s) page, click Next. 2 4 1 3 5 6 Copyright 2018 Exostar LLC | All Rights Reserved |

Checking Upload Status

Checking Upload 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 refreshes 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 Search. 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 |

END