SNC Portal Supplier training document

Transcription

1 SNC Portal Supplier training document Sagemcom, August, 5th, 00 Ph.Longuet

2 SNC Portal training Summary Navigation Find / Display a Purchase Order Follow the PO backlog Enter PO confirmation Find / Display Forecast Enter planned delivery Find / Display Plan d Arrêt de ligne (PAL) Find / Display a scheduling agreement Enter Confirmation for schedule lines of the scheduling agreement Find / Display Advanced Shipping Notification (ASN) Enter an ASN Find / Display Alerts Customize alert notification ( ) Quick view

3 Connection to SNC! To log on the SNC portal as a unique user Connection to the server URL: then SNC portal! To be recognize as a defined supplier in the system! Click on! Enter the user ID and password 3! Click on OK Change your Password at the first connection 3 3

4 Connection to SNC! To log on the SNC portal as a unique user Connection to the server URL: then SNC portal! To be recognize as a defined supplier in the system! Click on! Enter the user ID and password 3! Click on OK Change your Password at the first connection 3 4

5 Basic navigation Menu Path: Available on all screens! To start a transaction! To navigate through the previous screens! To start a transaction, click on the relevant menu, the submenu (depend of the menu) and the transaction Never use the navigations options of the internet navigator! To go back to the previous screen, click on Menu bar! To go back to the next screen, click on! To select the screen to reach, click on 5

6 Homepage customizing! To define the first screen after connection (PO list, Alert monitor, quick view ) Menu Path: Available on all screens! To define the current screen as the homepage of the SNC portal, click on 6

7 SNC Portal training Summary Navigation Find / Display a Purchase Order Follow the PO backlog Enter PO confirmation Find / Display Forecast Enter planned delivery Find / Display Plan d Arrêt de ligne (PAL) Find / Display a scheduling agreement Enter Confirmation for schedule lines of the scheduling agreement Find / Display Advanced Shipping Notification (ASN) Enter an ASN Find / Display Alerts Customize alert notification ( ) Quick view 7

8 Display a Purchase Order Menu Path: Purchase Order > Purchase Order Details! To display a Purchase Order in the SNC Portal from the PO number! Enter the PO number! Click on 8

9 Purchase Order Structure Menu Path: Purchase Order > Purchase Order Details! To display all Purchase Order information! The Purchase Order is separated into 3 parts! The header data relevant for the whole Purchase Order! The PO item list that summarize the items information 3! The item details 3 9

10 The PO Header Menu Path: Purchase Order > Purchase Order Details! To find the data relevant for the whole Purchase Order! Main information (by tab)! General: PO number, Supplier, distribution status of the PO! Terms: Payment terms, Incoterms 3! Contacts: SAGEMCOM correspondent 3 0

11 The PO items options /3 Menu Path: Purchase Order > Purchase Order Details! Complete list of all the items of the Purchase Order! Each user can customize its own PO item list by clicking on A new part appears that allows:! (tab Column selection ): Add/remove some column of the item list table or to change the column sequence! (Tab Sort ): Add sorting condition on the table Select a line of one of the table (Hidden column or displayed column) and click on Add / Remove Select a line in the table Displayed column and change the sequence Select a line in the table Unsorted columns and add it. Adjust the sort direction and the sequence

12 The PO items options /3 Menu Path: Purchase Order > Purchase Order Details! Complete list of all the items of the Purchase Order 3! (Tab filter ): Add a filter condition on a column of the PO item list table 4! (tab Display ): adjust the number of rows and columns displayed simultaneously (without action on scroll bars) 3 Select a column in the drop down list, click on add and enter the filter value 4 Adjust the displayed rows and columns

13 The PO items options 3/3 Menu Path: Purchase Order > Purchase Order Details! Complete list of all the items of the Purchase Order 5! Save the modifications by clicking on Give a variant name to the new settings (If «Initial view» is ticked,, these settings will be applied by default for all PO) Finally click on 5 6! Click on OK to hide the setting screen 6 7! All the variant saved by the user remain available in the drop down list at the top of the item list 7 3

14 PO Item details /3! To display the complete data of each item Menu Path: Purchase Order > Purchase Order Details! Schedule lines: Schedule lines of the selected item. 3 types of schedule line exists: Request (= SAGEMCOM requirement), Confirmed (= supplier Acknowledgment), ASNconfirmed (=Advanced Shipping notification entered by the supplier) note: the same customizing is possible in this list and in the item list.! Product: Product details (ref, description, Manufacturer ) 4

15 PO Item details /3! To display the complete data of each item Menu Path: Purchase Order > Purchase Order Details 3 3! Quantities price: Net price, currency 4! Sites: Supplier location address (= ship-from location), customer location address (= customer location) and shipping address (= ship-to location) 4 5

16 PO Item details 3/3! To display the complete data of each item Menu Path: Purchase Order > Purchase Order Details 5 5! Reference Document: Sales Order Number (= Acknowledgement number entered by the supplier) 6 6! Delivery: Delivery date and shipping date Note that SAGEMCOM use INCOTERMS at PO header level 6

17 Purchase Order Notes (text) Menu Path: Purchase Order > Purchase Order Details! To display PO texts (entered by SAGEMCOM) or notes entered by the supplier during the confirmation process! Click on! In the new screen, select a text category to display it (Notes for PO header, Notes for items )! Note: it is possible to identify the notes on a PO in the General tab of the header data and in the item list (columns notes) Notes identification 7

18 PO History Menu Path: Purchase Order > Purchase Order Details! To visualize previous version of the Purchase Order! Click on! In the new screen, select a PO version and click on The system display the selected version. Note that it is only possible to display the version 8

19 PO version comparison Menu Path: Purchase Order > Purchase Order Details! To identify the differences between versions of the same document! Click on! In the new window, select version of the document to compare and click on 3 The system displays the comparison table of the selected versions. The details of the modification can be accessed by clicking on 3 9

20 Purchase Order Overview Menu Path: Purchase Order > Purchase Order Overview! To find list of Purchase Order! The screen is splitted in parts! The Selection criteria! The result list 0

21 PO overview - selection Menu Path: Purchase Order > Purchase Order Overview! To filter the Purchase Orders according to the need 3! Selection criteria to use in priority are - Customer location -Product - Delivery date! Once the selection done, click on 3! Note: it is possible to save the selection by clicking on and then on 4! Give a name to the variant and click on! The new variant is then available in the drop down list 4

22 PO overview - Results Menu Path: Purchase Order > Purchase Order Overview! To filter the Purchase Orders according to the need! The same customizing options are available in the result list than in the PO item list: filtering, sorting, column sequences One difference: it is not possible to change the first column of the list (PO number)! It is also possible to export the list to Excel using the button!the first column is not changeable

24 Display the Worklists (backlog) Menu Path: Purchase Order > Purchase Order worklist! To have the overview of Ongoing Purchase Order! It is possible to manage worklist. Each worklist has its own selection criteria. Each user must define its own worklist.! To be sure that the list displayed is well updated, click on! To refresh all the lists, click on Lists can be displayed as tab or as link classified by category 4

25 Worklists settings Menu Path: Purchase Order > Purchase Order worklist! To have the overview of Ongoing Purchase Order! The same customizing options are available in the result list than in the PO item list: filtering, sorting, column sequences It is possible to freeze column at the left of the screen.! It is also possible to export the list to Excel using the button 5

26 Define a new query Menu Path: Purchase Order > Purchase Order worklist! To define a new worklist of Purchase Order to follow! Click on! Select the query «object type» and click on 3 4! Enter the selection criteria and click on! Enter the request name (the request name will be displayed on the request tab or under a link in the appropriate category) and click on (tick «Activate query») 3 It is possible to create 4 types of query: - Confirm & Publish PO items -PO items - Cancelled / Blocked PO items - PO to be published (DO NOT USE) Among the selection criteria it is possible to use -Customer location - Product -Delivery dates (range) -Purchase Order Number -Manufacturer Part Number, Manufacturer 4 6

27 Change an existing query Menu Path: Purchase Order > Purchase Order worklist! To change a worklist of Purchase Order to follow! Display the query to modify and click on! Complete / change the selection criteria 3! Click on! The query is modified and will be displayed with these new settings at the next connection 3 7

28 Quick selection criteria /! To define quick selection criteria to manage the worklists Menu Path: Purchase Order > Purchase Order worklist! Click on! Change the selection criteria 3! Click on 4! Hide again the quick selection criteria by cliquing on 4 3 8

29 Quick selection criteria /! To define quick selection criteria to manage the worklists Menu Path: Purchase Order > Purchase Order worklist! It possible to change the list of quick criteria in each query! Click on! At the end of the selection parameters, click on 3! Select the criteria to add to the quicksearch 4! Click on (X) 3 4 9

30 Management of the query Menu Path: Purchase Order > Purchase Order worklist! To manage the queries (worklists): create categories, delete old queries! To change the management of the queries, click on! In the tab Personalize view it is possible to deactivate some queries (not displayed anymore in the tabs), delete them, rename them, create categories and change the category affectation 3! In the tab Layout, it is possible to change the display mode of the different queries (tab or link classified by category) 3 30

32 Confirmation from the PO details /! To enter a confirmation in the PO details screen Menu Path: Purchase Order > Purchase Order Details! Display a PO with missing confirmation! Switch to change mode by clicking on! Select the PO item to confirm 3! Click on at the item list level to create Schedule line type «confirmed» for each schedule line of type «confirmed» 3!Note: In case the PO items contains a delivery schedule (more than one «requested» schedule line type request) it is possible to create individual schedule line by selecting the request to be confirmed and by clicking on at the schedule line level 3

33 Confirmation from the PO details /! To enter a confirmation in the PO details screen Menu Path: Purchase Order > Purchase Order Details 5 4! Adjust the confirmed delivery date and quantities of the new schedule lines (type «confirmed») Note that the system calculates automatically the shipping date according to internal customizing (duration of the transport between supplier and the customer location)! Complete the confirmation for the other items 5! Publish the document by cliquing on to «formalize» the confirmation 6! Confirm with 6 4!Note: It is also possible to save a preliminary version of the supplier confirmation by clicking on In this case, the customer can see the confirmation if he displays the PO but the status shows that the confirmation is not validated by the supplier and the information doesn t update the other process. 33

34 Conf. from the PO details with note Menu Path: Purchase Order > Purchase Order Details! To enter a note during the confirmation! Display a PO with missing confirmation! Switch to change mode by clicking on! Select the PO item to confirm and click on the note column! In the new Window, click on 4 3 3! Select a reason code in the drop down list and enter a free text 4! Click on The system automatically add the date of modification and the User Name 5 5! Click on! Save or publish the Purchase Order!Note: the note is indicated in the PO Items list 34

35 Exact Confirmation from the PO Worklist Menu Path: Purchase Order > Purchase Order worklist! To enter a confirmation from the PO Worklist that match exactly with customer requirements! Select a worklist in the category Confirm&Publish Purchase Order Items (supplier). The list only include PO items that still have a Due quantity <>0. 3! Tick the box Confirm as requested (Conf.Rqstd)! Enter the Confirmation number 3! Click on!note: it is not possible to save a preliminary version of the confirmation with this screen. Only one possibility: Save and publish at the same time 35

36 Conf. with deviation from PO Worklist Menu Path: Purchase Order > Purchase Order worklist! To enter confirmation from the PO Worklist that deviate from the customer requirements! Select a worklist in the category Confirm&Publish Purchase Order Items (supplier). The list only include PO items that still have a Due quantity <>0.! Enter the Confirmed Quantity (Conf. Qty) the confirmed Delivery Date (CDD) and the Confirmation number! Click on 36

37 Partial Confirmation from the PO Worklist Menu Path: Purchase Order > Purchase Order worklist! To complete confirmation from the PO Worklist (for example, part of the quantity has been confirmed on a PO item, and the supplier confirm the missing quantity 6! Select a worklist in the category Confirm&Publish Purchase Order Items (supplier). The list only include PO items that still have a Due quantity <>0.! Click on the R:C column of the PO item to confirm R:C = Number of Requested Schedule line for the PO item : Number of Confirmed schedule line for the PO item! In the new window, select the requested schedule lines to confirm and click on ! Adjust the confirmed delivery date and quantities in the new schedule lines 4! Enter the confirmation number 5! Click on 6! Back to the list, click on 37

38 Confirmation follow up - Requirement list Menu Path: Delivery > Receipts and requirements >! To find the list of confirmation sent to the customer! In the query selection criteria, enter «Requirement elements» = ORDC (Purchase Order confirmation).! The other criteria allow to focus on a customer location, a product 38

39 Confirmation follow up - «Quick View» Menu Path: Exceptions > Quick view! To find all the PO items to confirm in clicks! Enter the transaction! The Key Figure «Purchase Order : Items to be confirmed by change date» gives a synthesis of all the item to confirm (more information in part «quick view»)! Click on a segment of the chart or on a number in the table! The system redirect on the PO Worklist and build automatically a query that correspond to the segment selected 39

40 Confirmation follow up Alert Monitor Menu Path: Exceptions > Alert Monitor! To find the alerts that correspond to confirmation to identify the deviation! The system generates the following alerts: - Purchase Order Rejected - PO item rejected - Partially confirmed PO item - Late confirmation (confirmed delivery date lies after the requested delivery date) - Confirmation rejected (in case of deviation, the customer can reject the confirmation of the supplier - New note for order - Supplier s purchase order confirmation Overdue. To find the alerts that corresponds to Purchase Orders, select the alert category = PURCHASE «Purchase Order Alert» 40

42 Order Forecast Monitor (OFM) Menu Path: Demand > Order Forecast Monitor > Order Forecast overview! To follow the customer forecast and firm demand (PO) for products! In the Order Forecast overview, the system display a list of couple (Stock item customer location). Each couple is represented by a single line in the synthesis except if it exists several Manufacturer for the product. In this case the monitor display one line for Manufacturer reference with demand on it..! For each line, the system display the 0 first status of the supplier answers to the forecast Case of a product with several manufacturer: one line for each manufacturer reference with published forecast Deviation(%) <- 0 - < X < 5 > 5 Forecast answer status Couleur red green orange red 4

43 Order Forecast Monitor (OFM) Menu Path: Demand > Order Forecast Monitor > Order Forecast overview! To follow the customer forecast and firm demand (PO) for products! It is possible to manage worklist. Each worklist has its own selection criteria. Each user must define its own worklist.! To be sure that the list displayed is well updated, click on! To refresh all the lists, click on Lists can be displayed as tab or as link classified by category

44 OFM List management Menu Path: Demand > Order Forecast Monitor > Order Forecast overview! To adapt the list to the business needs! The same customizing options are available in the result list than in the PO item list: filtering, sorting, column sequences It is possible to freeze column at the left of the screen.! It is also possible to export the list to Excel using the button 44

45 Define a new query Menu Path: Demand > Order Forecast Monitor > Order Forecast overview! To define a new list of forecast Order to follow! Click on 3 4! Select the query «object type» and click on! Enter the selection criteria and click on! Enter the request name (the request name will be displayed on the request tab or under a link in the appropriate category) and click on (tick «Activate query») 3 It is possible to create type of query: - Order Forecast Monitor Overview (supplier) Among the selection criteria it is possible to use -Customer location - Product -Manufacturer Part Number, Manufacturer 4 45

46 Change an existing query! To change a list of forecast Order to follow Menu Path: Demand > Order Forecast Monitor > Order Forecast overview! Display the query to modify and click on! Complete / change the selection criteria 3! Click on! The query is modified and will be displayed with these new settings at the next connection 3 46

47 Quick selection criteria / Menu Path: Demand > Order Forecast Monitor > Order Forecast overview! To define quick selection criteria to manage the lists! Click on! Change the selection criteria 3! Click on 4! Hide again the quick selection criteria by cliquing on

48 Quick selection criteria /! To define quick selection criteria to manage the lists Menu Path: Demand > Order Forecast Monitor > Order Forecast overview! It possible to change the list of quick criteria in each query! Click on! At the end of the selection parameters, click on 3! Select the criteria to add to the quicksearch 4! Click on (X)

49 Management of Forecast queries! To manage the queries (lists): create categories, delete old queries Menu Path: Demand > Order Forecast Monitor > Order Forecast overview! To change the management of the queries, click on! In the tab Personalize view it is possible to deactivate some queries (not displayed anymore in the tabs), delete them, rename them, create categories and change the category affectation 3! In the tab Layout, it is possible to change the display mode of the different queries (tab or link classified by category) 3 49

50 Display Forecast details! To give the details of the forecast : dates and quantity Menu Path: Demand > Order Forecast Monitor > Order Forecast overview 3! To be sure that the list displayed is well updated, click on! Select the line to display 3! Click on! Jump to transaction «Order Forecast Details product view»! Note: it is possible to start directly with this transaction. In this case, all the selection criteria must be filled manually. 50

51 Forecast details! To give the details of the forecast for a couple Product customer location : dates and quantity Menu Path: Demand > Order Forecast Monitor > Order Forecast details product view! The Order Forecast Monitor is separated in parts! The Product data that give information on the displayed couple (product customer location) last updates, and MPN information! Requirements and receipts per period (day, week, month or year)! Note: it is possible to display the results as a graphic 5

52 Forecast details! To give the details of the forecast for a couple Product customer location : dates and quantity Menu Path: Demand > Order Forecast Monitor > Order Forecast details product view! Displayed Key figures! Customer planned Requirements: Planned Order and Purchase Requisitions (without validated Purchase Order) and schedule lines of type forecast for Scheduling agreement release published on SNC! Customer Firm Requirements: Validated PO published in SNC and Firm schedule lines of Scheduling agreement release published on SNC! Supplier planned receipts: Supplier s answers to the forecast. This value is entered directly in the grid.! Supplier firm receipts: PO confirmation entered in the SNC portal and firm schedule lines of Schedule Agreement Release (the system considers them validated by default) The system propose 4 other Key figures that allow to compare requirements and supplier «receipts»: - Forecast difference (%) - Forecast difference (quantity) - Firm difference (%) - Firm difference (Quantity) 5

53 Forecast Details - Action! To export and analyze OFM details Menu Path: Demand > Order Forecast Monitor > Order Forecast details product view! It is possible to export the grid in Excel by clicking on 53

54 Time Buckets Profile! To optimize the Forecast grid and to Menu Path: Demand > Order Forecast Monitor > Order Forecast details product view! Click on! Check that the screen is well on edit mode (click on if necessary ) 3! Adapt the grid parameters 4! Choose the selection mode «save for this for the location product only» 6 Total display horizon 5! Click on 6! Go back to the grid with 4 5 Number of Year to display in months Number of months to display in weeks! Note: il is then necessary to refresh the data of the screen (refresh button in the synthesis screen). 3 Number of week to display in days Do not use Start offset (positive and negative value accepted) 54

55 Forecast, global view Menu Path: Demand > Order Forecast Monitor > Order Forecast details! To change the aggregation level of forecast! In this transaction, there is no limitation of the selection by couple customer location - product.! It is possible to display the forecast of a product in all customer location (if there are forecast for each location).! The selection criteria must be filled manually 55

56 Forecast, global view - selection! To change the aggregation level of forecast Menu Path: Demand > Order Forecast Monitor > Order Forecast details! Click on! Complete the selection criteria 3! Click on 3 56

58 Enter Planned receipts! To answer to the customer planned requirements Menu Path: Demand > Order Forecast Monitor > Order Forecast details product view! Display the forecast details! Change the Grid arrangement of the monitor to Overview In Transit Information Multi sourcing mode! Enter the planned receipts and validate (keyboard) 3! Click on! Note: The same option is available on the forecast global view: Demand > Order Forecast Monitor > Order Forecast details 3 58

60 SMI Monitor - PAL Menu Path: Replenishment > SMI Monitor > SMI overview! To follow the stock status and its evolution with planned demand and shipment! In the SMI Monitor Overview, the system displays a list of couple (Stock item customer location). Each couple is represented by a single line in the synthesis.! For each line, the system display the 0 first status of the projected stock: stock null, above max stock, below max stock level, below min The system displays the projected stock status Variable Projected stock is null or <0 Color Red Projected sock is below the minimum stock orange Projected stock is between min and max stock level Projected stock exceeds the maximum stock green blue 60

61 SMI Monitor - PAL Menu Path: Replenishment > SMI Monitor > SMI overview! To follow the stock status and its evolution with planned demand and shipment! It is possible to manage worklist in the SMI Monitor. Each worklist has its own selection criteria. Each user must define its own worklist.! To be sure that the list displayed is well updated, click on! To refresh all the lists, click on Lists can be displayed as tab or as link classified by category

62 SMI Monitor List management Menu Path: Replenishment > SMI Monitor > SMI overview! To adapt the list to the business needs! The same customizing options are available in the result list than in the PO item list: filtering, sorting, column sequences It is possible to freeze column at the left of the screen.! It is also possible to export the list to Excel using the button 6

63 Define a new query! To define a new SMI Monitor list Menu Path: Replenishment > SMI Monitor > SMI overview! Click on! Select the query «object type» and click on 3! Enter the selection criteria and click on 4! Enter the request name (the request name will be displayed on the request tab or under a link in the appropriate category) and click on (tick «Activate query») 3 It is possible to create type of query: - SMI Monitor (supplier) Among the selection criteria it is possible to use -Customer location - Product -Manufacturer Part Number, Manufacturer 4 63

64 Change an existing query! To change a SMI Monitor list Menu Path: Replenishment > SMI Monitor > SMI overview! Display the query to modifie and click on! Complete / change the selection criteria 3! Click on! The query is modified and will be displayed with these new settings at the next connection 3 64

65 Quick selection criteria / Menu Path: Replenishment > SMI Monitor > SMI overview! To define quick selection criteria to manage the lists! Click on! Change the selection criteria 3! Click on 4! Hide again the quick selection criteria by cliquing on

66 Quick selection criteria /! To define quick selection criteria to manage the lists Menu Path: Replenishment > SMI Monitor > SMI overview! It possible to change the list of quick criteria in each query! Click on! At the end of the selection parameters, click on 3! Select the criteria to add to the quicksearch 4! Click on (X)

67 Management of SMI Monitor queries! To manage the queries (lists): create categories, delete old queries Menu Path: Replenishment > SMI Monitor > SMI overview! To change the management of the queries, click on! In the tab Personalize view it is possible to deactivate some queries (not displayed anymore in the tabs), delete them, rename them, create categories and change the category affectation 3! In the tab Layout, it is possible to change the display mode of the different queries (tab or link classified by category) 3 67

68 Display SMI Monitor details! To give the details of the Projected stock for a couple product customer location : dates and quantity Menu Path: Replenishment > SMI Monitor > SMI overview 3! To be sure that the list displayed is well updated, click on! Select the line to display 3! Click on! Jump to transaction «Replenishment SMI Monitor SMI Details»! Note: it is possible to start directly with this transaction. In this case, all the selection criteria must be filled manually. 68

69 Display SMI Monitor details! To give the evolution of the projected stock for a couple Product customer location : dates and quantity Menu Path: Replenishment > SMI Monitor > SMI Details Product view! The Order Forecast Monitor is separated in parts! The Product data that give information on the displayed couple (product customer location) last updates! Stock level per period (day, week, month or year)! Note: it is possible to display the results as a graphic 69

70 Display SMI Monitor details Menu Path: Replenishment > SMI Monitor > SMI Details Product view! To give the evolution of the projected stock for a couple Product customer location : dates and quantity! Displayed Key Figures:! Demand: gross demand sent from the customer backend system! Planned Receipts: Key Figure that allows to make replenishment simulation! PO Ordered: Ordered quantity! PO confirmed: PO quantity confirmed by the supplier in SNC! In Transit quntity: Quntity confirmed (by the supplier) with an ASN! Projected stock The projected stock is calculated as follow: Projected stock = projected stock of the previous period Demand + PO confirmed 70

71 SMI Monitor details - Action Menu Path: Replenishment > SMI Monitor > SMI Details Product view! To export and analyze the SMI details! It is possible to export the grid in Excel by clicking on 7

72 Time Buckets Profile! To optimize the SMI grid Menu Path: Replenishment > SMI Monitor > SMI Details Product view! Click on! Check that the screen is well on edit mode (click on if necessary ) 6 3! Adapt the grid parameters 4! Choose the selection mode «save for this for the location product only» 5! Click on 4 5 Total display horizon Number of Year to display in months Number of months to display in weeks 6! Go back to the grid with! Note: il is then necessary to refresh the data of the screen (refresh button in the synthesis screen). 3 Number of week to display in days Do not use Start offset (positive and negative value accepted) 7

73 Projected stock, global view Menu Path: Replenishment > SMI Monitor > SMI Details! To change the aggregation level of SMI Monitor! In this transaction, there is no limitation of the selection by couple customer location - product.! It is possible to display the projected stock of a product in all customer location (if there are data for each location).! The selection criteria must be filled manually 73

74 Projected stock, global view - selection! To change the aggregation level of SMI Monitor Menu Path: Demand > Order Forecast Monitor > Order Forecast details! Click on! Complete the selection criteria 3! Click on 3 74

76 Find a Schedule Agreement Release Menu Path: Release > Release overview! To display the list of scheduling agreement release! Selection criteria to use in priority are - Customer location -Product - Scheduling agreement number - Confirmation! Once the selection done, click on 3! Note: it is possible to save the selection by clicking on and then on 4! Give a name to the variant and click on! The new variant is then available in the drop down list 4 76

77 SA Release List / Menu Path: Release > Release overview! To display the list of schedulling agreement release! The same customizing options are available in the result list than in the PO item list: filtering, sorting, column sequences! It is also possible to export the list to Excel using the button 77

78 SA Release List /! To display the list of scheduling agreement release Menu Path: Release > Release overview 3! It is possible to download a scheduling agreement release by selecting it in the list and clicking on! To display the details of a scheduling agreement release, select the relevant line in the list and click on 78

79 SA Release Structure Menu Path: Release > Release Details! To display all Scheduling Agreement Release information! The Release details are separated into 3 parts! The Release History that contain the list of all the release published on the SNC portal! The Release details 79

80 The Release Details Menu Path: Release > Release Details! To display all Scheduling Agreement Release information! Main information (by tab)! Schedule lines: List of the schedule lines of the displayed release! Release Header: Supplier, reference document, product, Release number 3! Customer location / Ship-to location: Location and ship-to address 3 4! Confirmations: List of the confirmation entered by the supplier in the SNC Portal 4 80

81 Release List - Action! To display the list of scheduling agreement release Menu Path: Release > Release Details 3! To display the details of a Release (for example a previous one) select the release in the list and click on! To display the notes associated to a Release select the release in the list and click on 3! To display the list of the Advanced Shipping Notification (ASN) associated to the a release, select the release in the list and click on Note: The same customizing options are available at the schedule line level than in the result list: filtering, sorting, column sequences Click on 8

82 Release comparison! To compare Scheduling Agreement release Menu Path: Release > Release Details! Click on! Select release in the release list Note: If only one line is selected, it would be compared to the last release 3! Click on 3 To select more than one line, use «Ctrl» of the keyboard The system compare the schedule lines of the selected release 8

84 Acknowledge a SA Release! To enter a Global Acknowledgement for the Release Menu Path: Release > Release Details! The supplier must enter a global acknowledgement to the Scheduling Agreement Release when he first see the new Release. It allows SAGEMCOM to know that the supplier received the new release and that he takes it in consideration! Select the last Release of the agreement! Click on!note: The supplier can easily identify new SA Release in the «Quick View» using the Key Figure «SA Release: Items by Release Date» 84

85 Schedule Lines confirmation! To enter detailed confirmation for each schedule line of the SA release! The supplier must enter a confirmation for each requested schedule line of the release. This information is used by SAGEMCOM and integrated to the planning. Menu Path: Release > Release Details 4! Display the last release of the Scheduling Agreement and select the tab confirmations! Select the schedule line to confirm and click on 3! Adjust the quantities and dates 4! Click on Do not use 3!Note: It is possible to enter more than one confirmation per schedule line. In this case, select the line and click on The system will generate automatically a new confirmation line 85

86 Confirm with Notes! To enter a note during the confirmation Menu Path: Release > Release Details! The supplier can enter a note during the confirmation or the acknowledgment.! Select the relevant Release! Click on 3! Select a Reason for the note in the drop down list 4! Enter a free text ! Click on 6! Go Back to the previous screen 4! After refreshing the screen, the system indicates that a note is now available on the Release 86

87 Confirmation follow up - Requirement list Menu Path: Delivery > Receipts and requirements > Receipts and requirements List! To find the list of confirmation sent to the customer! In the query selection criteria, enter «Requirement elements» = SCSA (SA Confirmation).! The other criteria allow to focus on a customer location, a product 87

88 Confirmation follow up Alert Monitor Menu Path: Exceptions > Alert Monitor! To find the alerts that correspond to confirmation to identify the deviation! The system generates the following alerts: -Mismatch between Acknowledgement & Schedule line confirmation - New note for Release - Date of ASN not equal to equal to date inside scheduling agreement To find the alerts that corresponds to Purchase Orders, select the alert category = RELEASE «Release Alerts» 88

90 Display Advanced Shipping Notification Menu Path: Delivery > Advanced Shipping Notification > ASN Overview! To display the list of Advanced Shipping Notification (ASN)! Selection criteria to use in priority are - Customer location -Product - ASN Number - Confirmation 3! Once the selection done, click on 3! Note: it is possible to save the selection by clicking on and then on 4! Give a name to the variant and click on! The new variant is then available in the drop down list 4 90

91 ASN List actions! To display the list of Advanced Shipping Notification (ASN) Menu Path: Delivery > Advanced Shipping Notification > ASN Overview! The same customizing options are available in the result list than in the PO item list: filtering, sorting, column sequences! It is also possible to export the list to Excel using the button! To visualize ASN details, select the line in the list! Click on 9

92 ASN Structure Menu Path: Delivery > Advanced Shipping Notification > ASN Details! To display all information of the Advanced Shipping Notification! The Purchase Order is separated into 3 parts! The header data of the Advanced Shipping notification! The ASN item list! Note: The ASN can refer to several purchasing documents 9

93 The ASN Header! To find the data relevant for the whole ASN Menu Path: Delivery > Advanced Shipping Notification > ASN Details! Main information (by tab)! General: ASN number, customer location, ship-from location (supplier), delivery date, shipping date! Shipping details: Means of transport, Incoterms 3 3! Admin. Details: ASN creation date 4 4! Address details: address of the customer, supplier, ship-to address 93

94 ASN items Menu Path: Delivery > Advanced Shipping Notification > ASN Details! To have the list of all the items concerned by the delivery with the reference to the purchasing documents! Main information: -Product - Purchasing document type - Purch. Doc number - ASN Quantity - Available date - volume! The same customizing options are available in the result list than in the PO item list: filtering, sorting, column sequences! It is also possible to export the list to Excel using the button 94

96 Create an ASN from a Purchase Order Menu Path: Purchase Order > Purchase Order Details! To create an ASN directly from the Purchase Order! Select the items of the list that will be added to a new ASN! Click on 3! Complete the ASN reference (0 characters length max) and the other details of the ASN (delivery date, quantity ) Note that all the date are filled with the PO data 4! Click on 3 The ASN is created with the reference to the PO item 96

97 Purchase Order related ASN Menu Path: Purchase Order > Purchase Order Details! To find all the ASN associated to the PO! Select the items of the list! Click on 97

98 Create an ASN from a SA Release Menu Path: Release > Release Details! To create an ASN directly from the Release of a scheduling Agreement! Select the items of the list in the «schedule lines» tab that will be added to a new ASN! Click on 3! Complete the ASN reference (0 characters length max) and the other details of the ASN (delivery date, quantity ) Note that all the date are filled with the Scheduling Agreement data 3 4 The ASN is created with the reference to the Schedule Agreement item 4! Click on 98

99 Scheduling Agreement Related ASN! To find the ASN linked to a Scheduling Agreement Release Menu Path: Release > Release Details! Select the SA Release for which we want to display the ASN! Click on 99

101 Alert Monitor Menu Path: Exceptions > Alert Monitor! To display the alerts generated by the system! The Alert Monitor is separated into 3 parts! Selection: allows to filter the system alerts! Statistical View: represent the results under a customizable table! Alert details 3 3 0

102 Alert selection Menu Path: Exceptions > Alert Monitor! To filter the system alerts according to its activity in the portal 3! Selection criteria to use in priority are - Customer location -Product - Alert Category! Once the selection done, click on! Note: it is possible to save the 3 selection by clicking on and then on! Give a name to the variant and 4 click on Usefull values for Alert categoory -PURCHASE for Purchase Order alerts -RELEASE For Scheduling Agreement Releas -DELIVERY For ASN alerts Note that this selection parameter is mandatory! The new variant is then available in the drop down list 4 0

103 Build the synthesis table Menu Path: Exceptions > Alert Monitor! To build a synthesis table of the selected alerts! The system allow to use 4 grouping criteria to build the table. The last criteria gives the number of alerts that correspond to the selection! The system select by default the first criteria. It is not necessary to use the 4 criteria. In this case, select the white value (first value of the drop down list)! Once the table is built, it it possible to display the alerts by clicking on the numbers in the ast columns (last )!Example of selection criteria: - Alert type (descr.) - Location - Alert priority in display alerts by 03

104 Alert details Menu Path: Exceptions > Alert Monitor! To identify the purchasing document responsible for the alert generation! Each alert has a unique alert number and refers to a single purchasing document (Purchase Order, Scheduling Agreement Release )! The system generates alerts automatically in case of «incorrect» behavior! Some alerts are deleted automatically when the responsible phenomena disappear. The other are deleted automatically after month. 04

105 Alert details Actions! To identify the purchasing document responsible for the alert generation Menu Path: Exceptions > Alert Monitor 3 4! More alerts details are available by clicking on! The system jump to the document responsible for the alert by clicking on 3! It is possible to give a reading status to the alert by clicking on It s then possible to filter the alerts with this criteria 4! Depending the user authorization, it is possible to delete the obsolete alerts manually by clicking on!example of «Form» view!it is also possible to enter notes on alert with button!example of jump to a Purchase Order 05

106 Alert details Settings Menu Path: Exceptions > Alert Monitor! To identify the purchasing document responsible for the alert generation! The same customizing options are available in the result list than in the PO item list: filtering, sorting, column sequences! It is also possible to export the list to Excel using the button Note: 4 first column are «frozen» 06

107 Confirm an Alert Menu Path: Exceptions > Alert Monitor! To set a reading indicator that will allow to filter the alert (using selection parameter)! This operation cannot be cancelled! Select the alert to confirm! Click on!confirmation status is changed to «Y». 07

109 Customize Alert Notification! To receive the alert by immediately after their generation of periodically Menu Path: Exceptions > Alert Monitor! Create (and save) a selection variant, Click on to set the notification (= service for the alerts of the variant)! Complete the notification parameters and click on!enter the validity period!enter the UseriD and the Mail address of the recipient!select the Message channel: !Enter the minimum alert priority for notification, the frequency of notification!to deactivate the profile without delete it, untick the box 09

111 «Quick View» Menu Path: Exceptions > Quick View! To have a synthetic view of the activity in the SNC Portal! The «quick view» gives an overview of the activity in the system through 6 Key indicators. The information is proposed under different forms (with exactly the same information: Table or histogram.! To refresh the Quick View information, click on! To display the lists of documents represented in the different indicators, : )

112 «Quick View» Key Figures /3 Menu Path: Exceptions > Quick View! Purchase Order Key Figures! Purchase Order: Items to be confirm by change date This Key Figures gives an overview of missing confirmation for PO: -New PO items - Changed PO items - All PO items to be confirmed Navigation note: If you navigate from a segment at the end of a key figure bar, the system also considers the order documents that the key figure bar displays to the left of the segment..! Purchase Order: Items by ASN Due date This Key Figures gives the lists of PO item with expected ASN by due date (delivery date of the item)

113 «Quick View» Key Figures /3 Menu Path: Exceptions > Quick View! Purchase Order Key Figures! Purchase Order: Cancelled / Rejected Items by Change Date List of the items cancelled by the customer of rejected! Purchade Order: Items in the Approval process by change date Gives the list of PO items with confirmation in deviation that were rejected by SAGEMCOM or still need to be confirmed by SAGEMCOM 3

114 «Quick View» Key Figures 3/3 Menu Path: Exceptions > Quick View! Scheduling Agreement and Advanced Shipping Notification Key Figurers! SA Release: Items by release date This Key Figures give the list of SA Release rejected or not acknowledged by the supplier! ASN Status by Delivery Date This Key figures gives the status of the ASN created by the supplier in the portal. The ASN are updated after the Good Receipt has been done in the customer backend.(note: The receipt information won t be updated immediately after the Go-Live. Expected for End of 00) 4

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