E2Open Multi-Collab View (MCV)

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1 If yu can read this Click n the icn t chse a picture r Reset the slide. T Reset: Right click n the slide thumbnail and select reset slide r chse the Reset buttn n the Hme ribbn (next t the f nt chice bx) If yu can read this Click n the icn t chse a picture r Reset the slide. T Reset: Right click n the slide thumbnail and select reset slide r chse the Reset buttn n the Hme ribbn (next t the f nt chice bx) E2Open Multi-Cllab View (MCV)

2 Viewing the Multi-Cllab Pages T view Multi-Cllab pages: Frm the menu, click Cllabrative Supply Planning, and then click Search Frecast. On the Search page, enter the search criteria t lcate the cllabratins t view, and then click Search. The Cllabratin Selectr page appears. Select the check bxes next t the cllabratin(s) that yu want t view. Next t the View buttn, click the dwn arrw. The list f available pages appears. 2

3 Viewing the Multi-Cllab Pages Click the page that yu want t view. The page appears. There are fur Multi-Cllab pages t view. Users can navigate between pages while n any ther page. Click the dwn arrw next t the current page title. The list f available pages appears. Click the page that yu want t view. 3

4 Multi-Cllab View Page The Multi-Cllab View page displays the fllwing infrmatin: Cllabratins Data JCI Enterprise Cde Time Bucket Clumns Supplier JCI Part Number JCI Plant Cde Data Clumn Cllabratin Data Indicates type f data available Time Bucket Clumns Grup data fr a cllabratin by Data Clumn date 4

5 Summary Page 5

6 Gruping Wrkbench Page Nn-aggregated Data Data that is unique fr each pint in time. Example, Frecast fr a specific mnth. Aggregated Data Cumulative (added tgether) data ver a perid f time frm tday until the date f the cumulative value shwn. Example, cumulative mnthly frecast f 100 per mnth wuld be 300 at three mnths frm tday and 400 at fur mnths frm tday. 6

7 Aggregated List Page 7

8 Calendar Cntrls Multi-Cllab View Page Calendar The calendar cntrls date range and date buckets fr current search result pages. T change calendar settings: At the tp f the page, click Calendar. The Setting ptins appear. Enter desired settings. Start Date End Date Timeframe Click Apply. Settings remain while navigating t different pages f current search results; hwever, the calendar settings reset t the default calendar view upn next search. 8

9 Time Bucket Details Data cnslidated int time buckets can be viewed by their riginal Pint-in-Time (PIT) values. T view PIT values: Click the blue text hyperlinked data value. Black text values are nt cnslidated data. View the PIT values n the PIT Detail page. 9

10 Data Measures Aggregated and Nn-Aggregated Data Each page displays aggregated and nn-aggregated data fr selected cllabratins. Nn-aggregated Data Data that is unique fr each pint in time. Example, Frecast fr a specific mnth. Nn-aggregated Data Aggregated Data Cumulative (added tgether) data ver a perid f time frm tday until the date f the cumulative value shwn. Example, cumulative mnthly frecast f 100 per mnth wuld be 300 at three mnths frm tday and 400 at fur mnths frm tday. Aggregated Data 10

11 Ttals Data Measures Data measures Standard data Input via user interface r file uplad. Rllver data Rlled ver frm existing data measures after an uplad. Aggregated (cmputed) data Standard Rllver Aggregate d Calculated by E2pen. Exceptins Prblems flagged by E2pen. Clr cded data value cells. Based n pre-defined business lgic. Exceptins Ttals fr mst data rws in right side clumn Exceptins 11

12 Data Measure Details Click the blue text hyperlinked data measure label t view the PIT details. Launches the PIT Detail windw. 12

13 Data Measure Visibility Data measures visibility is cnfigurable. T cnfigure data measure visibility: On the right side f Supply Frecast, click the three vertical dts, and then click Select data measures. T add data measures t view: In left clumn, select the checkbx fr desired data measures. Click the right single arrw. T remve data measures frm view: In the right clumn, select the checkbx fr desired data measures Click the left single arrw. Duble-arrw buttns [<<] and [>>] will mve all items between clumns Up [/\] and dwn [V] arrw buttns will determine the display rder Click Save. Applies changes t current and all future sessins 13

14 Attribute Details Attribute details are available fr each cllabratin. Available Attributes Cllab Custmer Supplier Site T view attribute details: On the left side f the cllabratin, click the three vertical dts, and then click Attribute Details. The Attribute Detail page appears. At the tp f the page, click the apprpriate tab t view details fr each set f attributes. 14

15 Edit Attribute Details Click the tab fr the attributes that yu want t edit. Cllab Attributes Used t verride Custmer r Supplier Attributes fr the Cllab Custmer Attributes Used fr custmer specific attributes Supplier Attributes Used fr supplier specific attributes Site Attributes Used fr Site specific attributes Change the attribute details. Click Update. 15

16 Dwnlad PIT Data in Excel frmat. T dwnlad PIT data: On a Multi-Cllab page, click the Dwnlad icn and then click File Dwnlad. On the Select Dcument Type page, in the Dwnlad Settings list, select the apprpriate template. Click Next. Click Save t save the file t yur cmputer. Yu cannt edit this file and uplad the changes, use the Dwnlad menu fr that purpse. 16

17 Dwnlad PIT Data in TSV Frmat Tab separated values (TSV) files are used fr spreadsheet sftware, including Excel. T dwnlad PIT data: On a Multi-Cllab page, click the Dwnlad icn, and then click Exprt. The Save As page appears. Navigate t and select the flder in which yu want t save the file. Click Save t save the file t yur cmputer. 17

18 Multi-Cllab View Tls: Multi-Cllab View Print T print an MCV page: On the page, right-click, and then frm the menu, click Print. Nte: Fr best results, use the Landscape setting. 18

19 Cpy PITs This feature is available nly if yur are permitted t edit data directly n an MCV page. T cpy PITs: On the MCV page, click the Cpy PITs icn. 19

20 Cpy PITs In the Cpy PITs dialg bx, take the fllwing actins: Select the desired start and end dates. In the Surce list, click the data measure yu want t cpy. In the Target list, click the data measure t which the data will be cpied. Mre than ne target can be selected by repeating this step and selecting anther target. Yur ptins fr Surce and Target are determined by yur rle. If yu want t cpy the attributes, click the Cpy Attributes check bx. Click Cpy. 20

21 Cpy PITs Click x t clse the Cpy PITs dialg bx. The data is refreshed and the cpied PIT appears. PIT data is cpied frm each surce rw t each target rw fr each Cllab n the page. 21

22 If yu can read this Click n the icn t chse a picture r Reset the slide. T Reset: Right click n the slide thumbnail and select reset slide r chse the Reset buttn n the Hme ribbn (next t the f nt chice bx) If yu can read this Click n the icn t chse a picture r Reset the slide. T Reset: Right click n the slide thumbnail and select reset slide r chse the Reset buttn n the Hme ribbn (next t the f nt chice bx) E2Open Supply Frecast Planning

23 Supply Frecast Planning Overview On a peridic basis (fr example, weekly, mnthly r quarterly), JCI frecast data is upladed int E2pen using the fllwing methds: *** JCI data lad int E2Open is Mnthly **** If frecast data are available in the JCI ERP system, the data (nce ready) can be autmatically synchrnized t E2pen via B2B cnnectin. If frecast data are nt available in JCI ERP system, JCI users can manually uplad the data int E2pen directly, using a Micrsft Excel template predefined by E2pen. Frecast data will be made available t suppliers nce the data are laded int E2pen. Based n the frecast published by JCI, the supplier is required t prvide a respnse thrugh the system user interface (UI) and/r Excel uplad. Suppliers can als prvide the upside data t JCI via E2pen web user interface, if there is additinal capacity abve the cmmit respnse. CTB system is sending frecast (nly thse that were manually upladed by JCI) and cmmit data frm the supplier back t the JCI backend system via B2B cnnectin. 23

24 Cllabrative Supply Planning Exceptin Alerts The system triggers the fllwing exceptins based n pre-defined business lgic Frecast Expectatin Alerts Frecast and Cmmit Mismatch Alert Cumulative Frecast and Cmmit Mismatch Alert Exceptin triggers when the cmmit data prvided des nt match the frecast data. Cum Frecast and Evaluated Cmmit Mismatch Exceptin Exceptin triggers when there is mismatch between frecast and evaluated cmmit. Missing Supplier Cmmit Respnse t Frecast Alert Exceptin triggers when the supplier is nt prviding a cmmit against the published frecast within 72 hurs. New r Changed Frecast Alert Exceptin triggers when new r changed frecast data is upladed int the system. JCI buyers and suppliers are permitted t subscribe t these alerts t be ntified when these exceptins have been flagged. 24

25 Cllabratins Cllabratin (r cllab) is the cre building blck f the system Cllabs have attributes that can be used fr searching and data measures that extend cllabratin A cllab is the cmbinatin f fur master data elements: Custmer Custmer Site Item Supplier 25

26 Cllabratins Example: ABC C. Plant 1 Glass Part 123 XYZ Supply C. Custmer: Custmer, fr example, JCI-BE Custmer Site: Cnsumptin Lcatin r Distributin Center, Ship t Plant Cde Item: The item fr which the sales frecast is published, fr example, Glass Part 123 Supplier: Vendr with whm the custmer is cllabrating, fr example, XYZ Supply C. 26

27 Viewing Cllabrative Supply Planning Lcating Items Search Best used when yu knw smething particular abut the item, such as number, name r descriptin, that can be typed int the search fields. Fields are case-sensitive except in autcmplete fields. 27

28 Search Frecast 1. In the menu, click Cllabrative Supply Planning, and then click Search Frecast. 2. Enter yur search criteria, and click Search. Planning Bucket Type is a mandatry search field Drp-dwn field ptins All = All (Must als chse M, Q, r W) M = Mnthly Q = Quarterly W = Weekly ***** The data that was laded int E2Open was cnfigured at Mnthly Bucket s if yu select the ther buckets yu will see in Mnthly**** The selectin f Planning Bucket Type determines yur search results displayed in the system. Fr example, selectin f planning type M will call ut all items categrized under Mnthly cycle 28

29 Frecast Cllabratin View 3. Select the checkbx t select an item. 4. Click View and then click Multi-Cllab View Nte that the clumns t the right f Custmer Site, (Frecast, Cmmit, etc.), will display ttals starting frm tday fr the default current time bucket n the MCV detail page. Multiple suppliers can be selected while searching fr a specific part and multiple parts can be selected while searching fr a supplier. 29

30 Frecast Cllabratin View When the Multi-Cllab View (MCV) page appears, yu can use view buttns t switch between table r chart views 30

31 Update Cmmit (Suppliers) Suppliers are required t respnd against the published frecast data. 1. Navigate t the MCV page f the preferred cllab. 2. Enter cmmit data, and click Update. 31

32 Prviding Evaluated Cmmit (Buyer) Using the User Interface JCI Buyer / Buyer Admin users are able t prvide Evaluated Cmmit data directly thrugh the user interface (UI). Prcedure 1. Navigate t the MCV page f the preferred cllab. 2. Enter evaluated cmmit data and click Update. 32

33 Frecast / Cmmit Data Rllver Lgic JCI uplads frecast data in a regular basis either weekly / mnthly r quarterly When new frecast versin is upladed, E2pen will perfrm rll-ver actin where: The existing frecast data will be mved t Previus Frecast data line. The existing cmmit data will be mved t Previus Cmmit data line. The existing evaluated cmmit data will be mved t Previus Evaluated Cmmit data line. The new frecast frm JCI will be laded int the Frecast data line Within the same planning cycle (that is, in the same week, same mnth r same quarter), there might be different frecast versins (fr the same item) prvided by JCI, each individual frecast versin is required t be stred in E2pen Infrmatin Manager (IM) reprting database, fr further reprting purpse If there are multiple frecast versins sent t E2pen within a same day, E2pen will nly stre the latest versin f the frecast within that day, there will be ne frecast versin per day The Frecast Rllver actin applies nly t the individual cllab that has the new data laded. 33

34 Frecast / Cmmit Data Rllver 34

35 If yu can read this Click n the icn t chse a picture r Reset the slide. T Reset: Right click n the slide thumbnail and select reset slide r chse the Reset buttn n the Hme ribbn (next t the f nt chice bx) If yu can read this Click n the icn t chse a picture r Reset the slide. T Reset: Right click n the slide thumbnail and select reset slide r chse the Reset buttn n the Hme ribbn (next t the f nt chice bx) E2Open Frecast/Cmmit Dwnlad, Edit, and Uplad Buyer and Supplier

36 Supply Frecast Planning A JCI buyer can uplad frecast data manually via a Micrsft Excel file. Upladed frecast data triggers the frecast data rllver actin fr cllabs that have been updated. A supplier can view and respnd against the published frecast. Cmmit and supply upside data can als be prvided via upladed Excel file. Once the cmmit data prvided by a supplier has been reviewed by JCI, a buyer can prvide evaluated cmmit data fr internal review. Nte: Evaluated cmmit data is nly visible t JCI. 36

37 Frecast/Cmmit: Dwnlading frm a List Page 1. Navigate t a list f preferred items. 1. Click Menu, click Cllabrative Supply Planning, then click Search Frecast. The expanded Search panel appears. 2. Enter yur search criteria and click Search. The Cllabratin Selectr list page appears. 2. Select the check bx next t the cllabratin that yu want t dwnlad. Yu can select multiple check bxes. 3. Click the Dwnlad icn and then click File Dwnlad. The Select Dcument Type page appears. 37

38 Dwnlading frm a List Page 4. In the Dwnlad Settings list, click the template type yu want t use fr the dwnlad. Nte: T edit the template: 1. Click the Edit icn. The Dwnlad Cnfiguratr page appears. 2. In the Grid Clumns & Srting sectin, select the fields that yu want t appear in the template. Available Fields, Dwnlad Fields, Srt Order 3. In the Data Measures sectin, select the fields that yu want t appear in the template. Available Data Measures, Data Measures 4. Click the arrws t mve the fields where yu want them t appear in the template. 38

39 Dwnlading frm a List Page 5. Scrll t the Timeline Settings sectin and enter the fllwing: In Relative Start Days, enter number f days prir t the value in the Based On field t start the timeline f dwnladed data. In Relative End Days, enter number f days after start date t include in the timeline f dwnladed data. In Based On, select tday r the day f the week t base the Relative Start Days field. In Timeline Patterns bx, select the view fr the returned data. Example, Calendar view: Weekly Calendar 6. Click Clse. The Select Dcument Type page reappears 39

40 Dwnlading frm a List Page 7. Optinally, in Cmments, enter any cmments. Fr example, if yu execute multiple dwnlads, entering "next 90 days" r "next days" will help differentiate yur dwnlads 8. Click Next. autmatically, r yu may see a dialg asking whether yu want t save the file r pen it with a speci What happens next is dependent n yur brwser. The file may be dwnladed fic applicatin. 40

41 Dwnlading frm the Menu 1. Click Menu, click Uplad/Dwnlad, and then click Frecast/Cmmit under Dwnlads Frecast/Cmmit. 41

42 Dwnlading frm the Menu 2. File dwnlad. Select the Time Data Range (yu can select up t ne year). Nte: In Data Measure Selectin, Select Frecast, als yu can select ne r mre ptins. Click Next t cntinue. 42

43 Dwnlading frm the Menu 3. Enter yur Search criteria t Filter Cllab t dwnlad and click Search t Dwnlad. Planning Bucket Type is a mandatry search field. Yu must select M. Drp-dwn field ptins All = All (Must als chse M, Q, r W) M = Mnthly Q = Quarterly W = Weekly ***** The data that was laded int E2Open was cnfigured at Mnthly Bucket s if yu select the ther buckets yu will see in Mnthly**** 43

44 Dwnlading frm the Menu The Jb List page appears with a cnfirmatin message. 4. Wait until the jb status changes t Cmpleted. The Jb List will refresh every 10 secnds. 44

45 Dwnlading frm the Menu 5. Click the file name t dwnlad What happens next is dependent n yur brwser and yur settings. The file may be dwnladed autmatically, r yu may see a dialg asking whether yu want t save the file r pen it with a specific applicatin. Nte: In the dwnladed file, if making changes that will be upladed int the E2pen system, d nt rearrange clumns and ensure that all required clumns are filled ut cmpletely. 45

46 Edit Dwnladed File Nte: In the dwnladed file, *****d nt rearrange clumns and ensure that all required clumns are filled ut cmpletely. ****** The fllwing are required: Custmer name: JCI-BE Supplier Name: Supplier # Custmer item Name: Part # Site Name: Yur Plant Cde Data Type: Frecast Quantity: Needed quantity fr the desired week Date: It has t be every Mnday See the next instructins t cpy existing part numbers and ther data int this file. 46

47 Edit Dwnladed File Cpy Existing Data 1. Click Menu, click Master Data, then click Edit Cllab Attributes. 2. Enter search data. Desired Supplier # Planning bucket type M 3. Click Search. A list f JCI Part Numbers prvided by the supplier will be displayed. 47

48 Edit Dwnladed File Cpy Existing Data 4. Click the dwnlad buttn t dwnlad a spreadsheet f the results. 5. If nt already selected, select Default Attribute Exprt frm the Dwnlad Settings drp-dwn. Optinally, in Cmments, enter any cmments. 6. Click Next. What happens next is dependent n yur brwser. The file may be dwnladed autmatically, r yu may see a dialg asking whether yu want t save the file r pen it with a specific applicatin. 48

49 Edit Dwnladed File Cpy Existing Data 7. Open the dwnladed file. 8. Cpy the Part number clumn and paste it int the *Custmer Item Name clumn. 9. Repeat the prcess fr the ther clumns. 10. Save the file. 49

50 Updating Cmmit Data against the Published Frecast (Offline): Supplier Actin 1. Dwnlad frecast data int an Excel file (See dwnlad steps abve). 2. In the dwnladed Excel file, change the Data Type t Cmmit. Nte: In the dwnladed file, d nt rearrange clumns and ensure that all required clumns are filled ut cmpletely. 3. Click Save. 50

51 Uplading Frecast Data via Excel File (Supplier) 4. In the system, click Menu, click Uplad/Dwnlad, then click Frecast/Cmmit Uplad under the Uplad Frecast / Cmmit ptins. 5. In the Dcument Type bx, click the type f dcument yu are uplading. 51

52 Uplading Frecast Data via Excel File (Supplier) 6. Uplad yur file. 1. Drag-and-drp a file t be upladed t the drag and drp bx. OR 1. Click Or Select Files. The File Uplad dialg bx appears. 2. Click the file yu want t uplad and click Open. The name f the file appears under the drag-and-drp bx. 7. Optinally, type any cmments. 8. Click Next. The Jb List page appears and displays the uplad status and a cnfirmatin message. 52

53 Cllabrative Supply Planning Exceptin Alerts The system triggers the fllwing exceptins based n pre-defined business lgic Frecast Expectatin Alerts Frecast and Cmmit Mismatch Alert Cumulative Frecast and Cmmit Mismatch Alert Exceptin triggers when the cmmit data prvided des nt match the frecast data. Cum Frecast and Evaluated Cmmit Mismatch Exceptin Exceptin triggers when there is mismatch between frecast and evaluated cmmit. Missing Supplier Cmmit Respnse t Frecast Alert Exceptin triggers when the supplier is nt prviding a cmmit against the published frecast within 72 hurs. New r Changed Frecast Alert Exceptin triggers when new r changed frecast data is upladed int the system. JCI buyers and suppliers are permitted t subscribe t these alerts t be ntified when these exceptins have been flagged. 53

54 Frecast Cllabratin View In the Multi-Cllab View (MCV) page, yu can use view buttns t switch between table r chart views 54

55 Update Cmmit (Suppliers) Suppliers are required t respnd against the published frecast data. 1. Navigate t the MCV page f the preferred cllab. 2. Enter cmmit data, and click Update. 55

56 Frecast / Cmmit Data Rllver Lgic JCI uplads frecast data in a regular basis either weekly / mnthly r quarterly When new frecast versin is upladed, E2pen will perfrm rll-ver actin where: The existing frecast data will be mved t Previus Frecast data line. The existing cmmit data will be mved t Previus Cmmit data line. The existing evaluated cmmit data will be mved t Previus Evaluated Cmmit data line. The new frecast frm JCI will be laded int the Frecast data line Within the same planning cycle (that is, in the same week, same mnth r same quarter), there might be different frecast versins (fr the same item) prvided by JCI, each individual frecast versin is required t be stred in E2pen Infrmatin Manager (IM) reprting database, fr further reprting purpse If there are multiple frecast versins sent t E2pen within a same day, E2pen will nly stre the latest versin f the frecast within that day, there will be ne frecast versin per day The Frecast Rllver actin applies nly t the individual cllab that has the new data laded. 56

57 Frecast / Cmmit Data Rllver 57

58 Getting Supprt Help desk supprt fr bth internal and partner users is typically prvided by the rganizatin that invited yu t use the E2pen slutin. Yu can cntact JCI thrugh at at any time this mailbx is mnitred by the whle JCI nbarding team. This is ur preferred methd f cntacting us JCI is als available by calling int ur Hypercare Htline n Tuesdays, Thursdays & Fridays frm 9:00am - 11:00am CST at Cde Supplier Training will be held n Wednesdays frm 9:00am - 11:00am CST at Cde Jhnsn Cntrls Inc.-INTERNAL-(Peter Daniel)

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