Supplier Portal Quality Notification

Size: px

Start display at page:

Download "Supplier Portal Quality Notification"

Myra O’Brien’
6 years ago
Views:

1 Title Author Supplier Portal Quality Notification Brenda Roberts Liz Hobaica Tom Bianchi Document Number SP-QN Version 2 Publish Date June 25, 2015 Last Revised Date April 20, 2016 Standard Work Instruction Supplier Portal Quality Notification THIS DOCUMENT IS THE PROPERTY OF UTC AEROSPACE SYSTEMS. YOU MAY NOT POSSESS, USE, COPY OR DISCLOSE THIS DOCUMENT OR ANY INFORMATION IN IT, FOR ANY PURPOSE, INCLUDING WITHOUT LIMITATION, TO DESIGN, MANUFACTUR OR REPAIR PARTS, OR OBTAIN ANY GOVERNMENT APPROVAL TO DO SO, WITHOUT UTC AEROSPACE SYSTEMS S EXPRESS WRITTEN PERMISSION. NEITHER RECEIPT NOR POSSESSION OF THIS DOCUMENT ALONE, FROM ANY SOURCE, CONSTITUTES SUCH PERMISSION. POSSESSION, USE, COPYING OR DISCLOSURE BY ANYONE WITHOUT UTC AEROSPACE SYSTEMS S EXPRESS WRITTEN PERMISSION IS NOT AUTHORIZED AND MAY RESULT IN CRIMINAL AND/OR CIVIL LIABILITY. Tuesday, April 26, 2016 ESO [Name of Document] Page 1/22

2 Table of Contents 1. PURPOSE Description of Standard Work DOCUMENT CONTROL Ownership Version Change Log PROCESS Flow Diagram Procedures EXCEPTIONS TO THE STANDARD WORK Tuesday, April 26, 2016 ESO [Name of Document] Page 2/22

3 1. PURPOSE 1.1. Description of Standard Work The purpose of this Standard Work Instruction is to describe the steps required to create a Quality Notification in SNC, View QNs in SNC, and Open and Closed QNs in SNC. Quality Notifications (QNs) offer a platform for quality collaboration between suppliers and their customers. Suppliers can use Quality Notifications to provide details about defects observed in manufactured or subcontracted materials. The QN is an indication to the customer that certain actions and reviews need to take place in regards to the defect prior to shipment. The QN contains detailed information about the defective occurrence based on predefined codes, such as defect code types that describe the nature of the defect, as well as an attachment template in which the supplier provides further details, such as root cause and corrective action. The customer, UTAS, provides a final disposition. Depending on the nature of the final disposition, actions to resolve the defect may be the responsibility of the supplier or customer. 2. DOCUMENT CONTROL This section outlines document revision history Ownership Organization: Department: Contact: UTAS Supplier Response Center Supplier Response Center 2.2. Version Change Log Version Number Date Author Reviewed By Change Description Version Brenda Lee Initial release Roberts Setter Version 2 4/20/16 Liz Hobaica / Tom Bianchi Changes After Go Live 3. PROCESS 3.1. Flow Diagram Intentionally blank Tuesday, April 26, 2016 ESO [Name of Document] Page 3/22

Quality Notification Supplier is brought to the Create Quality

4 3.2. Procedures Supplier Clicks on Quality Notification on the Portal under Quick Links Supplier navigates to Quality -> Create Quality Notification Supplier is brought to the Create Quality Notification Screen. Tuesday, April 26, 2016 ESO [Name of Document] Page 4/22

5 Supplier clicks on the New Button. A dialog box opens requesting if they really want to create a new document. Select yes. Supplier chooses the Reference Document type for which the QN is being created. This example is being created in reference to a PO. Tuesday, April 26, 2016 ESO [Name of Document] Page 5/22

A list of POs is displayed. Highlight the PO for which the QN is being created against.

6 A dialog box will appear. The supplier can use search criteria to locate the exact PO number if known. Otherwise, supplier can search by product/material, ship from/to locations etc. Supplier selects Start Search. A list of POs is displayed. Highlight the PO for which the QN is being created against. Select OK The PO number and line item number are carried over in the Reference Documents section. The Product and Product Description are automatically populated. Tuesday, April 26, 2016 ESO [Name of Document] Page 6/22

Click the Unit of Measure (UoM) field. A dialog box appears. Select the appropriate UoM.

7 Supplier can also look by Product number and then search from a reduced list of PO s for the correct PO. Supplier does not need the PO to publish, but it is recommended. Input the Complaint Quantity. This is total number of nonconforming pieces. Click the Unit of Measure (UoM) field. A dialog box appears. Select the appropriate UoM. Select OK Note: Do not enter information in the following fields: Customer Batch, Supplier Batch and Serial Number. Include this information in the QN template. If information is populated in these fields, it will cause the QN to fail transferring into UTAS s SAP system. Tuesday, April 26, 2016 ESO [Name of Document] Page 7/22

8 Enter the Defect Items. Select the Code Group field. Click the square prompt on the right. The total number of Defect Items should match the total number of line items that is submitted on the QN excel template (i.e. if you have two line items, the Defect Items should be two line items). Supplier has the ability to filter for a particular Code Group. To do an open search, select Start Search. Tuesday, April 26, 2016 ESO [Name of Document] Page 8/22

Supplier can enter a short description (<30 character) for each line item defect listed.

9 User is presented a list of Code Group options. Choose the appropriate Code Group and select OK. The selected Code Group is carried over. The Defect Code Type is auto populated as well as Code Group Description. Supplier can enter a short description (<30 character) for each line item defect listed. Enter the BP location in this Description field. You will put the BP location/specification in the QN Attachment excel form. Tuesday, April 26, 2016 ESO [Name of Document] Page 9/22

Enter the number of defects for the Defect Code Group type. The Number of Defects is the total number of Defective Pieces for that line item (i.e. if you have 3 nonconforming pieces, it should be 3 pieces, not 1 since its one line item).

10 Enter the number of defects for the Defect Code Group type. The Number of Defects is the total number of Defective Pieces for that line item (i.e. if you have 3 nonconforming pieces, it should be 3 pieces, not 1 since its one line item). Supplier has the ability to enter in additional defect line items in this table if necessary. Supplier enters number of defects for that line item. Tuesday, April 26, 2016 ESO [Name of Document] Page 10/22

11 Navigate to the Subject tab. Enters a Priority Only select Very High for AoG or line stop. Supplier enters a Subject Code. When selecting a Subject Code the Subject Code Group field will auto-populate as well. Supplier must enter an End Date. Please note that on average it takes 30 days for a QN to process through closure so please select an appropriate End Date. Selecting that day is an unrealistic date. Selecting a date prior to the Start Date will make the QN fail. The end date must be a date in the future. Tuesday, April 26, 2016 ESO [Name of Document] Page 11/22

Enter a short text description for the overall QN. Additional long text notes can be documented in the New Note field. (This is not a required field).

12 Enter a short text description for the overall QN. Additional long text notes can be documented in the New Note field. (This is not a required field). Only use this field when updating a QN after it is open, this is to let us know what you changed on the QN. Tuesday, April 26, 2016 ESO [Name of Document] Page 12/22

13 Select Publish Select Yes Verify that the QN has been published successfully. Once the QN has been published, the supplier will upload the following attachments: Tuesday, April 26, 2016 ESO [Name of Document] Page 13/22

The document will look similar to the below: 2) Attach any other objective evidence

14 1) Standard QN Document (excel file) will be available on the Supplier Portal under Quick Links. This document provides further details of the Non Conformance. The document will look similar to the below: 2) Attach any other objective evidence necessary (i.e. photos, certs, etc). Tuesday, April 26, 2016 ESO [Name of Document] Page 14/22

15 To initiate the upload process, the supplier will select Upload Attachment. Please note that it takes 5 minutes for the QN to process from the portal to the internal system. During this processing time, the Upload Attachment button does not work and the supplier will receive an error message to Wait 5 Minutes. If the error persists after 5 minutes, hscad@hs.utc.com with screen shots so we can troubleshoot the issue. Select Browse in to locate the file. Tuesday, April 26, 2016 ESO [Name of Document] Page 15/22

Supplier will enter a short description of the uploaded document. Select Upload, then Click OK to exit the dialog box. The QN will undergo review by UTAS.

16 Supplier will enter a short description of the uploaded document. Select Upload, then Click OK to exit the dialog box. The QN will undergo review by UTAS. When the QN has a final disposition the QN status will be updated to Completed. NEW means Open, COMPLETED means Closed. Supplier will navigate to Quality -> Quality Notification Overview screen. Tuesday, April 26, 2016 ESO [Name of Document] Page 16/22

17 Select Define New Query In the Select Object type screen, click Next. In the Maintain Criteria screen, scroll to the bottom and select Next. Tuesday, April 26, 2016 ESO [Name of Document] Page 17/22

You can choose to search by New or Completed depending on the type of QN you would like to view.

18 To finish the query, type your query name in the Enter Query Description field. Select Finish. You can now select the Show Quick Criteria Maintenance. You can choose to search by New or Completed depending on the type of QN you would like to view. Click Apply to choose. When already in this field, click the Refresh button on the bottom right to update whatever query you are viewing. Tuesday, April 26, 2016 ESO [Name of Document] Page 18/22

When you search in the Quality Notification Status field, a

The three most common are DV Draft (when you saved but not

QN) For search for closed, select CP and then Ok.

19 When you search in the Quality Notification Status field, a dialog box appears. There are 5 choices of statuses. The three most common are DV Draft (when you saved but not Published a QN), NW New (any open QN), and CP completed (closed QN) For search for closed, select CP and then Ok. In the active queries list, choose your QN No. Tuesday, April 26, 2016 ESO [Name of Document] Page 19/22

the QN. To view the document, select Download Attachment. A dialog box will appear.

20 On the Quality Notification Details Screen, the status is Completed. Supplier can review the details of the final disposition in the official UTAS document that is attached to the QN. To view the document, select Download Attachment. A dialog box will appear. Highlight the row you want to review. Select Display Review the details/instructions of the final disposition. Tuesday, April 26, 2016 ESO [Name of Document] Page 20/22

21 If the know the QN you wish to review, you go to the Quality Notification Details tab under Quality. Enter the QN No and click Go. Tuesday, April 26, 2016 ESO [Name of Document] Page 21/22

This will open the QN details for that specific QN. You can Change any open QN from here by clicking on the Change button or click on Download Attachment to view a closed QN disposition.

22 This will open the QN details for that specific QN. You can Change any open QN from here by clicking on the Change button or click on Download Attachment to view a closed QN disposition. If you need to Change a QN that is open, go to the QN and click the Change button In the Change field, you can only Add Additional Line items. If you require changing a QN quantity or adding information to a line item, update the QN template and send an to hscad@hs.utc.com. 4. EXCEPTIONS TO THE STANDARD WORK None. Tuesday, April 26, 2016 ESO [Name of Document] Page 22/22

Supplier Portal Forecast Report

Title Supplier Portal Forecast Report Document Number SP-SA-FCST Author Brenda Roberts Version 3.3 Publish Date 12/28/15 Last Revised Date 2/20/2018 Standard Work Instruction Supplier Portal Forecast Report