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

2. Download Receipts
The system downloads receipt data in Excel format template.
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 don't get a preview of what is to be downloaded, we recommend that you save a 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.
Tip: If your search is too broad because you left too many fields blank, your download will time out and fail after 10 minutes. 1 2

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

4. Downloading Existing Receipts
All User Roles

5. Downloading 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

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

7. Downloading Existing Receipts
On the ‘Inbox Status’ page, wait for the file status to be ‘Completed’. The screen will refresh every ten seconds, or click the ‘Refresh’ icon to manually refresh it.
Then click on the File Name link.
Select to ‘Open’ or ‘Save’ the file. 8 7

8. Downloading Goods Receipt TemplatesCP
Downloading Goods Receipt Templates
Consuming Partners Only

9. Downloading Goods Receipt TemplatesCP
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

10. Downloading Goods Receipt TemplatesCP
Select Goods Receipt Template Download.
Optional, enter Comments to reference your download.
For example, if you execute multiple downloads, entering “last 30 days” then “30-90 days”, will help you to differentiate your downloads.
Click the Next button. 4 5 6

11. Downloading Goods Receipt Templates
On the ‘Inbox Status’ page, wait for the file status to be ‘Completed’. The screen will refresh every ten seconds, or click the ‘Refresh’ icon to manually refresh it.
Then click on the File Name link.
Select to ‘Open’ or ‘Save’ the file. 8 7

12. Editing Goods Receipt (GR) TemplateCP
Editing Goods Receipt (GR) Template
Consuming Partners Only

13. Editing Goods Receipt TemplateCP
The pre-populated 'Receipt Number' is in the format of 'RCTn', where 'n' will be a sequentially increasing number.
Tip: Receipts posted manually through the SCMP user interface will start with 'REC‘.
The mandatory 'Receipt Date' uses the MMM dd, yyyy format for all the 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

14. Editing Goods Receipt TemplateCP
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

15. Trouble Shooting UploadsCP
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 will report 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 will cause errors.
Alternatively, you can re-download the GR Template, which will automatically exclude the records which were successfully created in the first upload attempt.

16. CP
Uploading Receipts
Consuming Partners Only

17. Uploading Receipts CP
On the left navigation tree, go to Upload/Download  Uploads  Upload GR Template.
Click the Choose File button.
Navigate to and select the file that you want to upload and click Open.
Click the Next button. 2 4 1

18. ‘Status’ Column Shows Upload ProgressCP
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 update it manually.
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 Status column (S) displays Completed with Errors, an error occurred in processing the data file. In that case, click the link or icon to view the error details. R S

19. Inbox Status
All User Roles

20. 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.

21. End – Download/Upload Receipts