1. Download/Upload Inventory
Boeing 787 SCMP Training
June 2016
Copyright 2016 Exostar LLC. All Rights Reserved.

2. Download/Upload Detailed Business Process
All users can download the 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.
Data measures that are viewable by a user can be downloaded.
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.

3. Upload/Download Menu per Role
Boeing
Consuming Partner
Providing Partner

4. Downloading Inventory Data
All User Roles

5. 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.
Optional, enter Comments to reference your download.
For example, if you execute multiple downloads, entering “Item 123” then “Item 789”, will help you to differentiate your downloads.
Click the Next button. 1 3 4 2

6. Downloading Inventory Data
If you selected to download the ‘status’, you will need to select a date range for the timeline of the data.
Click the Calendar icons to select the download date range.
Click the Next button. 5 6

7. Downloading Inventory Data
Click the checkboxes to select the desired items for the parameter.
If there is only one item, it is automatically selected, so you can skip to the next parameter.
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 will time out and fail after ten minutes. 7 9 8 F

8. Filter Parameters Page
You select from the Filter Parameter options starting from the top and working down. Choices made for each parameter will affect the parameter list of options for each item below it.
As you work your way down, the choices are displayed in the Filter Builder.
Parameter
Selector
Search Box A
Parameter
List
Add
Button
Pagination
Buttons B
Add All
Button
Next
Button
Filter
Display

9. Filter Parameters Page
Clicking the checkboxes for the 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 will be included.
Add
Button
Add All
Button A B

10. Downloading Inventory Data
Once the ‘Filter Builder’ (F) is complete, click the Next button to access the download status page.
Tip: Because you don't get a preview of what is to be downloaded, we recommend that you save a planning schedule filter prior to executing a download. Then when you perform the download, apply the saved filter criteria to insure that you download the right information. F 11

11. Download Data File
All User Roles

12. ‘Status’ Column Shows Download Progress
Queued means the system is working on other files and will get to your file momentarily.
In Process means the system is still writing the data file.
If the “Queued” or “In Process” status is displayed, the system will automatically update the status every ten seconds. You can also click the Refresh icon (R) to manually refresh it.
Completed means the system is done writing the data file.
If the "Completed" status is displayed, the file was successfully written on the server.
If the “Completed with Errors” status is displayed (S) with an exclamation point icon, an error occurred in processing the data file. In that case, click the exclamation point icon to view the error file that explains the problem. R S

13. Downloading Data Click the File Name to begin the download process.
Click the Save button to copy the file to your computer’s hard drive, or click the Open button to immediately view the file. 1 2

14. Updating Inventory Data OfflineCP
Updating Inventory Data Offline
Boeing and Consuming Partner

15. Updating Inventory Data OfflineCP
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.
Only rows in EDIT identified data columns can be changed.

16. Inventory Data CP
When you download inventory data, any date that has no data, will not be 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, then only 2 rows will appear in the downloaded file.
If there is no data for an item, you will 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 will become empty ($null) in the inventory upon upload.

17. Inventory Data CP 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 that the row will not load.
If you ‘Copy’ and ‘Paste’ a row, be sure that Excel does not drop the leading zero of a field, going from to 12345, which could cause the upload to fail.
‘Warehouse ID’ must be less than 50 characters.

18. 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 that 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

19. Inventory On Hand Data CP
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 that 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

20. Inventory Data CorrectionCP
After you upload a file, you realize that you misidentified the warehouse so you change the file and upload it again; thus both the misidentified ‘Warehouse ID’ and the correct ‘Warehouse ID’ will be shown and their quantities will be 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

21. Uploading Inventory DataCP
Uploading Inventory Data
Boeing and Consuming Partner

22. Uploading Inventory DataCP
On the left navigation tree, go to Upload/Download  Uploads 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 that you want to upload.
On the ‘Upload File(s)’ page, click the Next button.
You are redirected to the ‘Inbox Status’ page – see next section. 2 4 1 3 5 6

23. Checking the Status of Your UploadCP
Checking the Status of Your Upload
Boeing and Consuming Partner

24. ‘Status’ Column Shows Upload Progress
Queued means the system is working on other files and will get to your file momentarily.
In Process means the system is still writing the data file.
If the “Queued” or “In Process” status is displayed, the system will automatically refresh the status every ten seconds. You can also click the Refresh icon (R) to manually refresh it.
Completed means the system is done writing the data file.
If the "Completed" status is displayed, the file was successfully written on the server.
If the “Completed with Errors” status is displayed (S) with an exclamation point icon, an error occurred in processing the data file. In that case, click the exclamation point icon to view the error file that explains the problem. R S

25. Inbox Status
All User Roles

26. Inbox Status of Previous Downloads/Uploads
On the left navigation tree, go to Inbox Status.
Click + Job Filter to expand the top section.
Optional, 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.

27. End – Download/Upload Inventory