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Download Orders, Shipments, and Receipts

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Presentation on theme: "Download Orders, Shipments, and Receipts"— Presentation transcript:

1 Download Orders, Shipments, and Receipts
Boeing 787 SCMP March 2018

2 Table of Contents Slide Number Training Topic 2
Download Orders, Shipments, Receipts 4 Menu Per Role 6 Downloading Orders 11 Downloading Shipments 16 Downloading Receipts 22 Opening a Tab Delimited Text File in Excel 26 Inbox Status 28 Data Extract from Order Item View (List Pages) Copyright 2018 Exostar LLC | All Rights Reserved |

3 Download Orders, Shipments, Receipts

4 Download Orders, Shipments, Receipts
The system downloads order data files in zip format that must be unzipped to view. The system downloads shipment and receipt data files in tab delimited text format. Preview your data before the download process. Tip: Because you do not get a preview of what is to be downloaded, we recommend you save a filter prior to executing a download. Then, when you perform the download, apply the saved filter criteria to insure you download the right information. Tip: If your search is too broad because you left too many fields blank, your download times out and fails after ten minutes. Copyright 2018 Exostar LLC | All Rights Reserved |

5 Menu Per Role

6 Menu Per Role Boeing Consuming Partner Providing Partner
Copyright 2018 Exostar LLC | All Rights Reserved |

7 Boeing and Providing Partners Only
Downloading Orders Boeing and Providing Partners Only

8 Downloading Orders On the left Navigation Tree, go to Upload/Download,  Download Orders or Download Orders (Supplier) to access the Search Purchase Orders page. From the type pull down menu, choose Blanket/Discrete PO or Reverse Logistics PO. Enter your search criteria or Apply a pre-saved filter. Click the Search to Download button. 2 3 1 4 Copyright 2018 Exostar LLC | All Rights Reserved |

9 Downloading Orders Click Blanket/Discrete Order Download to see data with the default format, or click Blanket/Discrete UI Export to see data with a customized format. Note: You can set up and save your own download templates by clicking the Configure icon. Optionally, enter Comments to reference your download. For example, if you execute multiple downloads, entering “last 30 days” then “30-90 days”, will help differentiate downloads. Click the Next button. 5 6 7 Copyright 2018 Exostar LLC | All Rights Reserved |

10 Downloading Orders – 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 |

11 Downloading Orders – Data
Click the File Name to begin the 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 |

12 Downloading Shipments

13 Downloading Shipments
On the left Navigation Tree, go to Upload/Download  Download Shipments to access the Search Shipments page. From the type pull down menu, choose Shipment or Return Shipment Manifest. Enter your search criteria or Apply a pre-saved filter. Click the Search to Download button. 2 3 1 4 Copyright 2018 Exostar LLC | All Rights Reserved |

14 Downloading Shipments
Click Shipment Download to see the data with the default format, or click Shipments 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. Optionally, enter Comments to reference your download. For example, if you execute multiple downloads, entering “last 30 days” then “30-90 days”, helps to differentiate downloads. Click Next. 5 7 6 Copyright 2018 Exostar LLC | All Rights Reserved |

15 Downloading Shipments – 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 |

16 Downloading Shipments – Data
Click the File Name to begin the 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 |

17 Downloading Receipts

18 Downloading Receipts – Existing
On the left Navigation Tree, go to Upload/Download  Download Receipts to access the Search Shipments page. Enter your search criteria or Apply a pre-saved filter. Click the Search to Download button. 2 1 3 Copyright 2018 Exostar LLC | All Rights Reserved |

19 Downloading Receipts – Existing
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. Optionally, enter Comments to reference your download. For example, if you execute multiple downloads, entering “last 30 days” then “30-90 days”, helps to differentiate downloads. Click Next. 4 5 6 Copyright 2018 Exostar LLC | All Rights Reserved |

20 Downloading Receipts – Existing
On the Inbox Status page, wait for the file status to be Completed. The screen refreshes every ten seconds, or click the Refresh icon to manually refresh. Click the File Name. Select to Open or Save the file. 8 7 Copyright 2018 Exostar LLC | All Rights Reserved |

21 Downloading Receipts – 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 |

22 Downloading Receipts – Data
Click the File Name to begin the 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 |

23 Opening a Tab Delimited Text File in Excel

24 Opening a Tab Delimited Text File in Excel
If you open a text file directly with Microsoft Excel, you may find some of the following things occur to your downloaded data: Leading zeros are dropped, i.e becomes 1234. Dates in a format = mmddyyyyhhmmss (month day year hour min sec), i.e (Oct. 31, 2016, 12:30:00 pm), get converted into scientific notation and become 1.03E+13. For uploading, dates must be in the text format = mmddyyyyhhmmss (month day year hour min sec), i.e (Oct. 31, 2016, 12:30:00 pm). Using the Excel Text Import Wizard resolves the above problems. Copyright 2018 Exostar LLC | All Rights Reserved |

25 Opening a Tab Delimited Text File in Excel
In Microsoft Excel, choose File  Open… From the Files of Type menu, choose Text Files (*prn; *.txt; *csv). Select the desired text file. 1 3 2 Copyright 2018 Exostar LLC | All Rights Reserved |

26 Opening a Tab Delimited Text File in Excel
In the Text Import Wizard, choose Delimited then click Next >. In step 2, choose Tab then click Next >. Scroll all the way to the right, hold the Shift key and click the last column. Make sure all columns are highlighted. In step 3, choose Text then click Finish. 6 7 5 4 Copyright 2018 Exostar LLC | All Rights Reserved |

27 Inbox Status

28 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 the Search button. 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 |

29 Data Extract from Order Item View (List Pages)

30 Inbox Status You can download order item information from the PO, shipment, and goods receipt list pages, plus the collab selector page. Files downloaded in this manner cannot be modified and uploaded back into SCMP. If your intent is to edit the data and upload it back into SCMP, use the Upload/Download menu options, not this download workflow. This download capability is similar to and in addition to the export functionality. Download Selected Collabs is items per displayed page, so multiple pages = multiple downloads, while Download All Collabs is all items on all pages into one file. 500 is the maximum number of records that can be downloaded. 1 1 Copyright 2018 Exostar LLC | All Rights Reserved |

31 Inbox Status PO and Shipment (Order Item) Downloads:
If the PO or shipment list page (A) is accessed via Summary or Search, and you download order items from that page, you will get one line per item in the downloaded file. If the PO or shipment list page (B) is accessed via Line Search, and you download order items from that page, you get all of the order item lines. In other words, the number of lines you see in the user interface matches the number of lines you see in the downloaded file. A B 1 2 Copyright 2018 Exostar LLC | All Rights Reserved |

32 END


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