SUPPLIER CONNECTION SUPPLIER REFERENCE GUIDE FOR LEAR SUPPLIERS

Transcription

1 SUPPLIER CONNECTION SUPPLIER REFERENCE GUIDE FOR LEAR SUPPLIERS

2 T ABLE OF C ONTENTS Table f Cntents... 1 Intrductin... 2 Target Audience... 2 Objectives... 2 Other Resurces... 2 Assumptins... 2 Verify Cmputer and Sftware Requirements... 3 ASN Frm - Hrizntal Scrlling... 3 Pp-up Screens Nt Displaying... 4 Verify Access... 5 Enablement Prcess... 5 Enablement Prcess Details and Custmer-specific Requirements... 8 Step 1: Review Supplier Cnnectin Basics:... 8 Step 2: Set-up Lcatins and Users:... 8 Step 3: Review Schedules:... 9 Step 4: Practice Creating ASNs:... 9 Step 5: Cmmence System Operatin:...11 Supprt Cvisint Help Desk...12 On-Line Help...12 ASN Creatin Requirements Updating KANBAN Cntainer Infrmatin...13 Page 1 f 19

3 I NTRODUCTION This reference guide will walk yu thrugh the Supplier Enablement prcess. The purpse f the Enablement prcess is t guide yu thrugh required system setup and prvide training t ensure yu can successfully receive schedules and create Advanced Ship Ntices and bar cde shipping labels. Each step f the Enablement prcess will invlve watching training vides and/r reading tutrials; in additin t cmpleting system setup tasks. If there are specific custmer requirements fr setting up infrmatin within yur prfile r creating Advance Ship Ntices, these requirements will be utlined in the Custmer Requirement sectin f this dcument. Target Audience Suppliers using Supplier Cnnectin Objectives T cmplete the Enablement prcess, Able t perfrm basic navigatin tasks, Manage received messages, Create Advance Ship Ntices, Other Resurces This guide is intended fr use in cnjunctin with the Supplier Cnnectin training material. The training material is lcated n the Supplier Cnnectin Supprt page n the Cvisint supprt page at supprt.cvisint.cm The training material includes tutrials and recrded web-ex lessns. Assumptins The steps in this user guide assume that yu have: registered fr and received a Cvisint User ID and Passwrd access t Supplier Cnnectin applicatin lgged in t the prtal and selected Supplier Cnnectin frm the applicatin list If yu need assistance with any f the abve assumptins, refer t the help entitled Lgging In t Supplier Cnnectin n the Supplier Cnnectin Supprt page at supprt.cvisint.cm then click Supplier Cnnectin. Page 2 f 19

4 Verify Cmputer and Sftware Requirements The fllwing requirements are needed t access and view the Supplier Cnnectin training material. Please cntact yur IT department if yu have any questins abut yur PC being able t supprt these requirements. Cmputer: Minimum f 300 MHz and 128 MB RAM Cmmunicatins: Internet cnnectin at 56K min (higher is recmmended) Brwser: Micrsft Internet Explrer IE 5.5 SP2 Check Internet Explrer versin n yur PC Nte that brwser versins return n Macintsh are nt supprted. ASN Frm - Hrizntal Scrlling T prevent hrizntal scrlling n ASN frms, change yur screen area settings t 1024 x 768 pixels. 1) Minimize all sessins until yur desktp backgrund screen is displayed. 2) Click the 'right' buttn n yur muse t display the ppup belw 4) Click n 'settings' 5) Use yur muse t change screen area t 1024 x 768 pixels. 3) Click n prperties. The pp-up screen shwn at right will display. 6) Click n 'OK' Page 3 f 19

5 Pp-up Screens Nt Displaying Be aware that Supplier Cnnectin reprts and ASN edit messages may nt be displayed if a pp-up blcker has been activated. Several cnsideratins t reslve this issue are: Leave blcker n if blcked screens are clearly nted t the user, Exempt Supplier Cnnectin screens frm being blcked, Turn the blcker ff when using Supplier Cnnectin Page 4 f 19

6 V ERIFY A CCESS Verify that yu have the link t Supplier Cnnectin under Cvisint Applicatins. If the Supplier Cnnectin applicatin link is nt present, cntact the Custmer Activatin Representative (CAR) yu wrked with t register fr Supplier Cnnectin. E NABLEMENT P ROCESS This prcess will walk yu thrugh hw t add new users, hw t setup yur ship frm lcatins, manage received business dcuments frm yur custmer, and hw t create and send Advance Ship Ntices back t yur custmer. Once yu ve cmpleted this prcess yu will be ready t begin exchanging business dcuments with yur custmer. All f the supprt material fr this is available at Cvisint s supprt page: supprt.cvisint.cm. 1. Navigate t supprt.cvisint.cm Page 5 f 19

7 2. Click Supplier Cnnectin. 3. Fllw the Enablement steps in rder t start exchanging business dcument with yur custmer. Nte that sme dcuments are custmer-specific, as in the example f New Cmpany Startup Guide. Page 6 f 19

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9 E NABLEMENT P ROCESS D ETAILS AND C USTOMER- SPECIFIC R EQUIREMENTS This sectin summarizes each task in the Enablement prcess with yur Buyer Cmpany s specific implementatin requirements indicated. Step 1: Review Supplier Cnnectin Basics: Task 1: Set User Preferences (Cmpany Admin) - After yur Supplier Cnnectin accunt is established, the Cmpany Administratr shuld set his preferences. Primary preferences are preferred Language, time zne and address fr receiving ntificatins f received dcuments. Until the user is familiar with demand filtering, it is recmmended that a large number f days (i.e. 999) be placed in the requirements filter range. Step 2: Set-up Lcatins and Users: Update Cmpany Infrmatin Recrd - Yur Cmpany infrmatin recrd is established. Verify yur cmpany name is crrect. In rder t save changes, enter Nt Used in Send Party Id field. N further updates are needed. Update Ship frm Lcatins - If schedules have been received befre yu have created a ship frm lcatin recrds, a (skeletn) lcatin recrd has been established fr yu by the buying cmpany, Lear. Verify the plant name; address and time zne are crrect. Create recrds fr all ther lcatins that ship t Lear. Add Users and Establish Privileges - The Cmpany Administratr is the nly user established in Supplier Cnnectin when yur accunt is created. All ther user ids must be added t Supplier Cnnectin by the Cmpany Administratr (after the user id is registered with Cvisint at After a user id has been added t supplier Cnnectin, yu will need t assign ne r mre ship frm lcatins t that user id and assign privileges. Reference the Setup Lcatins and Users reference manual fr detailed steps. After being added t Supplier Cnnectin, each user must set his individual preferences, by accessing the preferences menu. Page 8 f 19

10 Step 3: Review Schedules: Verify Receipt f Ntificatins - Verify that individuals wh updated their address in preferences receives an ntificatin when schedules arrive in the Supplier Cnnectin Inbx. Review Schedules frm Inbx dc View - This task is t review the schedules received frm Lear and verify that they crrespnd with yur faxed schedules. Nte that nly a user designated as a cmpany administratr can print schedules frm the Inbx Dc View. If yu cannt find either the Inbx part view r dc view, access the supprt page at supprt.cvisint.cm and refer t either the system navigatin vide r intrductry tutrial. Nte t Suppliers shipping t Lear Interir Systems Divisin (ISD): If yu save the schedule infrmatin t a CSV file nte the item quantity, (clumn heading is ItmQty) will repeat if the number f KANBAN cntainer numbers exceeds the number f item quantities fr each item. The KANBAN cntainer numbers are assciated t the item and nt the item quantities. Refer t the attached dcuments fr an example where the number f KANBAN cntainer numbers exceeds the number f ship quantities fr a particular part number. Fr example, item number B116A has a shipment quantity f 2500 (clumn heading is ItmQty). The number f KANBAN cntainer numbers is fur (clumn heading is KanbanNum). The CSV file will shw three additinal ccurrences f the item quantity fr part number B116A. C:\Dcuments and C:\Dcuments and Settings\CMIKSH0\My Settings\CMIKSH0\My Review Schedules frm Inbx part View - All users can print schedules frm the Inbx part view by checking specific parts and then clicking the print selected functin buttn. Individual part schedules can be viewed by clicking n the view icn next t each part number. Cntact Lear s Management if Questins - If yu have nt received schedules r d nt understand any infrmatin presented, cntact Lear s Materials Management Understand Inbx Management Features - It is critical that each user understands hw t use inbx features t identify new schedules, filter infrmatin and create ASNs via turnarund f schedule data. Review nline frm help and, if necessary, g t the supprt page at supprt.cvisint.cm t access vides and dcumentatin n Inbx Management Features. Step 4: Practice Creating ASNs: Understand the Shipping Prcess - The shipping prcess is reviewed in a tw-step apprach. The gal is t create practice ASNs t ensure all questins are answered in rder Page 9 f 19

11 t transmit accurate prductin ASNs t Lear. Print the dcument Supplier Cnnectin Shipping Prcess and refer t it as yu create ASNs. Nte that there are tw appraches t ASN creatin: 1. Use the turnarund functin frm the inbx part view. 2. Using the new ship ntice functin frm the create menu. The turnarund functin will ppulate the ASN with the first firm requirement fund n a part schedule. The create functin allws selectin frm individual schedule requirements, including time f day appintments r individual parts. Fr suppliers f Lear, the create functin is suggested fr all but lw vlume shippers. Reference the packaging cnfiguratin sectin f the Supplier Cnnectin Shipping Prcess dcument fr detail instructins n hw t cnfigure multiple cntainers (per pallet), nnstandard packaging, and hw t assign different reference numbers t multiple cntainers. Lear bar cde labels will be generated after the ASN is created. Reference the Supplier Cnnectin Shipping Prcess dcument (lcated n the Supprt page) n hw t print bar cde labels. Fllw Lear requirements fr prper placement f the labels when placing the labels n t the cntainer. Supplier Cnnectin will generate a Master Label fr all shipments. If material is nt being shipped n a pallet, place the Master Label n a single cntainer alng with the cntainer label. Review Lear s ASN Creatin Requirements Lear Interir Systems Divisin (ISD) has specific data requirements when KANBAN cntainer numbers are included in the Shipping Schedule. These requirements are detailed in the ASN Creatin Requirement sectin f this dcument. Please read this sectin prir t creating an ASN fr Lear ISD. Update Reference Files - Print the Reference File Maintenance dcument and refer t it as yu cnduct updates. Nte that nly Cmpany Administratrs have access t the Reference Files, either thrugh the references menu r directly frm an ASN. It is recmmended that updates t the supplier part master, cntainer and pallet reference files be cnducted thrugh the Buyer Part Master update frm. Buyer Part Master Reference File: When schedules are received, part recrds are autmatically added t the Buyer Part Master with infrmatin frm the schedule. Nte that Buyer Part Master recrds are defined fr specific ship-frm / ship-t / dck cmbinatins. Additinal infrmatin, such as parts per cntainer can be added t the part master recrds t facilitate ASN creatin. Nte that this is an ptin as packaging infrmatin is nt pulled int the ASN frm the Buyer Part Master. Packaging infrmatin can be directly added t the ASN. Supplier Part Master Reference: If visibility t internal part numbers and part descriptins is desired n ASN frms, the ptin exists t create a supplier part master recrd with this infrmatin and link each supplier part number t the Lear part number. Cntainers Reference File: When returnable cntainers are used fr shipping, it is recmmended that a cntainer file recrd be established fr each cntainer part number and linked t the parts Buyer Part Master recrd. a) Create a recrd fr each returnable cntainer. Place the Lear cntainer part number in the fllwing fields: Page 10 f 19

12 Package Cde: This will field ppulates the Package Type clumn n the Delivery Nte (packing slip). Supplier Cntainer Part Number: This field is displayed in the supplier cntainer drp dwn list n the ASN frm. Custmer Cntainer Part Number: This field will be autmatically ppulated t the buyer cntainer field n the ASN frm and included in the ASN. b) Cntainer Descriptin: When the cntainer view icn is pened, Cntainer Descriptin field is displayed next t each cntainer part number. It is recmmended that the prductin part number which is shipped in the cntainer be included in the Cntainer Descriptin field. Nte: At least ne cntainer recrd is needed if it is desired t update parts per cntainer data in the Buyer Part Master. A cntainer recrd created fr this purpse can have any value in the required Package Cde and Supplier Cntainer Part Number fields, fr example Cntainer r CNT71. Pallets Reference File: At least ne pallet recrd is needed if it is desired t update cntainers per pallet data in the Buyer Part Master. Carriers Reference File: Yu must establish a recrd fr each carrier used fr shipping t Lear. The carrier name and SCAC cde (Standard Carrier Alpha Cde) are the nly required fields. It is recmmended that the carrier name field be entered using lwer case letters limited t 25 characters t avid hrizntal scrlling n the ASN frm (which will be caused by lng carrier names). Step 5: Cmmence System Operatin: Submit Training Questinnaire - Please prvide us feedback n the Enablement prcess by updating the training questinnaire fund in the Supplier Cnnectin help menu. Prepare fr Fax Discntinuatin - Cntact Lear if there any discrepancies between Supplier Cnnectin schedules and thse being received via fax. Verify that the designated individuals have received an ntificatin when schedules arrive in the Supplier Cnnectin Inbx. Cmmence submittal f ASNs - ASNs shuld be submitted with the first shipment after receipt f a Ship Schedule. If yu have prblems creating ASNs, refer t the Cntacts and Help Requests sectin f this Start-up Manual t reslve any issues. Page 11 f 19

13 S UPPORT Cvisint Help Desk Fr questins n hw t lg int the Cvisint prtal r questins n Supplier Cnnectin, please visit the Supplier Cnnectin supprt page at supprt.cvisint.cm, then click Supplier Cnnectin. If yu have additinal questins after reviewing the supprt page, the Cvisint help desk is available 24x7 Please nte, if the Level 1 Help Desk needs t escalate an issue t the Cvisint Level 2 Supprt, the hurs f peratins fr the Level 2 Supprt Desk are 8am 5pm EST, Mnday thru Friday. On-Line Help There are multiple help features within Supplier Cnnectin. Frm the Help menu the fllwing ptins are available: help fr this frm: Frm help prvides targeted explanatins n use f the particular screen yu are in. Nte: The "frm help will nly appear n selected screens. supprt page: Prvides access t the Supplier Cnnectin training page n the Cvisint Prtal. A separate windw will pen, s yu will nt exit Supplier Cnnectin when yu click supprt in the upper right crner f screen. (r g t supprt.cvisint.cm) request help: This functin prvides direct access t Cvisint Supplier Cnnectin cnsultants. request are sent directly t the Cvisint Level 2 Supprt team. The hurs f peratins are 8am 5pm EST, Mnday thru Friday. All request need t be in English. Page 12 f 19

14 ASN C REATION R EQUIREMENTS Updating KANBAN Cntainer Infrmatin Lear ISD will send KANBAN cntainer numbers in the Shipping Schedule. The KANBAN cntainer infrmatin will appear abve the requirement quantities sectin. Page 13 f 19

15 The KANBAN cntainer infrmatin must be included in the ASN back t Lear ISD fr all parts shipped in a cntainer. When yu create an ASN via the ASN turnarund buttn, the ASN input frm will cntain the KANBAN cntainer infrmatin fr each item selected that has KANBAN cntainer infrmatin assciated t the item T view the KANBAN cntainer infrmatin within the ASN fr a specific part number, click n the pencil icn with the letter K in the lwer right hand crner. Click n the pencil icn with the letter K t view KANBAN cntainer infrmatin fr this part number. After clicking n the pencil icn, the KANBAN cntainer screen will display. The KANBAN cntainer infrmatin fr the part selected will be listed. Please nte the KANABAN cntainer infrmatin will nly pre-ppulate this screen when the shipment is created via the ASN turnarund feature and the Shipping Schedule dcument cntained KANBAN cntainer infrmatin fr the specified part. Within this screen, yu are able t add a new KANBAN cntainer number r delete an existing KANBAN cntainer. Page 14 f 19

16 Add a KANBAN Cntainer Number Frm the Edit Item Level Kanban Numbers screen, enter the new KANBAN number in the KANBAN Number field. Once yu have entered the new KANBAN number click n the Add Kanban buttn. Enter the new KANBAN number Click n the Add Kanban buttn t add the new number After clicking n the Add Kanban buttn, the applicatin will add the new KANBAN number t the list f existing KANBAN numbers. T save yur changes, click n the SAVE buttn. Repeat these steps fr each new KANBAN number that yu are shipping t Lear. Page 15 f 19

17 Delete a KANBAN Cntainer Number Frm the Edit Item Level Kanban Numbers screen, click in the delete bx next t the KANBAN cntainer number yu wish t delete. Click n the Delete buttn t remve the KANBAN cntainer number frm the screen. T save yur changes, click n the SAVE buttn. Page 16 f 19