Supplier Training for Catalog Manager

Transcription

1 01/06/12 Supplier Training for Catalog Manager 1 Copyright J. Stukes

2 Overview of Activities Request a new Catalog Run Check Data macro in the Catalog Template Log into the Catalog Manager Select the catalog you want to import Import the catalog Receive notification 2 Copyright

3 Requesting a new catalog 3 Copyright

4 Requesting a new catalog Request a new catalog by completing the following template and sending it to: catalog@ofs-portal.com OFS Portal Catalog Creation Data Form Catalog ID: Catalog Name: Buyer Name: Buyer ID: Buyer Responsible Person or Team: Supplier Name: Supplier ID: Supplier Responsible Person or Team: Currency: Territory: Notes Import Format: The default import format is OFSP- Template(English). Export Format: The default export format is OFS_CSV.. Buyer / Supplier responsible person or Team: This will be the name of the individual responsible for the upload or download of the catalog. Many trading partners use a team instead of an individual. Import Format: Excel with Schema (PSX/OFSP-Toolset (English) or PSX/OFSP Toolset_Parm_A_B (English)) Export Format: CSV with Schema (OFS_CSV or OFS_CSV_Parms) 4 Copyright

5 confirmation OFS Portal will send an confirmation of the catalog creation The following catalog has been created per your request: CATALOG_ID: Sup-123_BigOilCo_1234 CATALOG NAME: Vendor _Cat_ABCDEF ACCESS: Supplier Organization: SupplierOrg Buyer Organization: BigOilCo PROCESS PROFILE (Catalog Tasks and Notifications) Supplier Responsible Person: Jack Smith Buyer Responsible Person: Jeff Jones AUTOMATED PROCESSING ENABLED IMPORT FORMAT: Excel with Schema OFSP Toolset_Parm_A_B (English) EXPORT FORMAT: CSV with Schema OFS_CSV_Parms CURRENCY: USD TERRITORY: US NOTE: In the Template, the Catalog ID will automatically be generated when you complete the Buyer ID and Supplier ID header fields. The Catalog ID must match the Catalog ID used in the Catalog Manager or the catalog data will not import. PLEASE USE ALL CAPS FOR HEADER DATA. All header data must match exactly what is above and in the Catalog system. Thank you, John 5 Copyright

6 Run the Validation macro 6 Copyright

7 Running Validation Run Validation in the import spreadsheet 1. Select the Report worksheet 2. Click on Validate button 3. Errors are listed cell by cell 7 Copyright

8 Select the Report Worksheet Select the Report worksheet tab 8 Copyright

9 Run the Validation Macro 1. Select Validate Button 2. Errors are listed cell by cell 9 Copyright

10 Log into the Catalog Manager 10 Copyright

11 Logging Into OFS Portal To access Catalog Manager, go to enter your Login ID and Password, then click Login 11 Copyright

12 Accessing Catalog Manager From the Catalog Management screen, click Catalog Manager 12 Copyright

13 Catalog Manager Welcome Screen In the OFS-Portal Catalog Manager Welcome screen, click Continue To Catalog Manager 13 Copyright

14 Select the Catalog to Import 14 Copyright

15 Supplier Dashboard 15 Copyright

16 View Dashboard Note: This will be the default page for the next few months. With the next software release, the Dashboard page on the next slide will be the default. 16 Copyright

17 Select Content Processing 17 Copyright

18 Select Standard Workflow 18 Copyright

19 Import the catalog 19 Copyright

20 Select The Catalog to Import 20 Copyright

21 Select Upload Options You will normally use all the default options 21 Copyright

22 Select Template to Import Select Import File Select activation date (usually current date) 22 Copyright

23 Wait for Import to Complete Status 23 Copyright

24 Look for Errors on Process Details Page Page displays automatically when import is complete. 24 Copyright

25 Wait for notifications 25 Copyright

26 Export Complete Notification From: Sent: Monday, January 09, :25 AM To: Supplier Subject: Catalog Export Complete Catalog Exported The catalog OFSSTEST_OFSBTEST" was exported by the supplier OFSS" for the customer OFSB" on Jan 9, :25:12 AM. When you receive an notification titled Catalog export complete, your catalog is ready for the Buyer to download. 26 Copyright

27 Buyer Notification From: Sent: Tuesday, December 20, :35 AM To: Buyer Subject: Catalog available for download Catalog OFSSTEST_OFSBTEST is available for download. Catalog file available for download Tue Dec 20 08:34:31 CST 2011 This mail was automatically generated by CSS. The Buyer receives an notification titled Catalog available for download at the time of publication. 27 Copyright

28 Notification of Download From: Sent: Monday, January 09, :25 AM To: Supplier Subject: Catalog file was downloaded Catalog Downloaded The catalog OFSSTEST_OFSBTEST" provided by the supplier OFSS" was downloaded by the customer OFSB" on Jan 9, :25:12 AM. The Supplier receives an notification when the Buyer downloads the catalog. 28 Copyright

29 Questions? Contact OFS Portal at 29 Copyright