E2Open My Workspace. If you can read this Click on the icon to choose a picture or Reset the slide.

Transcription

1 If you can read this Click on the icon to choose a picture or Reset the slide. To Reset: Right click on the slide thumbnail and select reset slide or choose the Reset button on the Home ribbon (next to the f ont choice box) If you can read this Click on the icon to choose a picture or Reset the slide. To Reset: Right click on the slide thumbnail and select reset slide or choose the Reset button on the Home ribbon (next to the f ont choice box) E2Open My Workspace

2 To Access My Workspace Click Menu, and then click My Workspace. Cards 2

3 To Access My Workspace Cards are groups of problems or statuses. Problem Group: consolidated total number of problems (Exceptions) for the objects the user can access in the system. Status Group: consolidated total number of object statuses (orders, shipments, etc.), for the objects the user can access in the system, grouped by type of object. Problem Group card Status Group card 3

4 Showing/Hiding Zero Values in My Workspace A user can choose to hide all Statuses from the Status Group cards when the number of objects with that status equals zero. Can help users focus on and more easily see statuses and exceptions that are currently associated with current objects. To show or hide zero value statuses: 1. Click Menu, and then click My Workspace. 2. At the top right side of the page, click the Show zero values/hide zero values toggle icon. My Workspace shows/hides zero values. 4

5 Refreshing My Workspace To refresh My Workspace: 1. Click Menu, and then click My Workspace. My Workspace appears. 2. At the top right side of the page, click the Refresh icon. My Workspace refreshes with any changed counts. 5

6 Edit Cards from My Workspace To remove cards from My Workspace: 1. Click Menu, and then click My Workspace. 2. At the top right side of the page, click the Edit icon. My Workspace appears with a check box at the upper right of each card. 3. Select the check box of a card that you want to remove. You can select multiple check boxes. 4. Click Remove. 5. Click Save. To re-arrange cards from My Workspace: 1. At the top right side of the page, click the Edit icon. 2. All cards have double line icon in the upper left corner, click on one, and pull it to wherever you want that card to be located. 6

7 Adding Cards in My Workspace To add a card to My Workspace: 1. Click Menu, and then click My Workspace. 2. At the top right side of the page, click the Add card icon. The Add card dialog box with a list of available cards will appear. If all cards are already in use, the list will be empty. 3. Optionally, in the Filter All list, click a group type. 4. Optionally, type a placeholder name. 5. Click the check box next to the desired card. 6. Click Save. 7

8 Reset Default Settings in My Workspace To reset the default settings in My Workspace: 1. Click Menu, and then click My Workspace. My Workspace appears. 2. At the top right side of the page, click the Reset icon. A confirmation message appears. 3. Click OK. 8

9 Filtering Card Content Cards can be filtered to only show Exceptions or Statuses of objects meeting specific search criteria. 1. Click the three vertical dots on the top right of any card and click Filter. A summary window will appear. 2. Click the plus sign to the left of the Summary title to expand the filtering search criteria if it does not appear automatically. 9

10 Filtering Card Content 3. Enter the desired filtering criteria in the search fields. 4. Click Search. New filtered totals for each status will appear below the search area. 10

11 Filtering Card Content 3. Enter the desired filtering criteria in the search fields. 4. Click Search. New filtered totals for each status will appear below the search area. 5. Scroll up and click Save Search. The card will now show only the values of the filtered results. 11

12 If you can read this Click on the icon to choose a picture or Reset the slide. To Reset: Right click on the slide thumbnail and select reset slide or choose the Reset button on the Home ribbon (next to the f ont choice box) If you can read this Click on the icon to choose a picture or Reset the slide. To Reset: Right click on the slide thumbnail and select reset slide or choose the Reset button on the Home ribbon (next to the f ont choice box) E2Open Attachments

13 Attachments Attachments can be added by only JCI supplier scheduler and viewed anywhere a paper clip is displayed by all users. These can be any file type. Some examples where you will find attachments are located: Orders Order Line Item Shipments Scheduling Agreements Anyone can view an attachment for any object they can access. Adding attachments can only done be by JCI. 13

14 View Attachments (all users) 1. Click the paper clip icon of the object for the attachment. An attachment window will open. If the object has an attachment it will be listed in this window. 2. Click the file name of the attachment. What happens next is dependent on your browser. The file may be downloaded automatically, or you may see a dialog asking whether you want to save the file or open it with a specific application. 3. Open the attachment to view. *Supplier View 14

15 If you can read this Click on the icon to choose a picture or Reset the slide. To Reset: Right click on the slide thumbnail and select reset slide or choose the Reset button on the Home ribbon (next to the f ont choice box) If you can read this Click on the icon to choose a picture or Reset the slide. To Reset: Right click on the slide thumbnail and select reset slide or choose the Reset button on the Home ribbon (next to the f ont choice box) E2Open Exceptions

16 Exceptions Overview The system has pre-defined business rules associated with the data measures of a collaboration item. If the business rules are violated, the system generates an exception to alert users of a potential problem. Some exceptions trigger alerts that a user can sign up to receive. Exceptions are indicated in the My Workspace page and on the Multi-Collab View (MCV) page of the collaboration item. The exception setting is from the customer s point-of-view. 16

17 Forecast/Commit Exception Summary The following table describes forecast/commit exceptions. Exception Name Description Alert Method Process Required New/Change Forecast New or updated forecast (least timebucket with a quantity change) received from JCI. My Workspace Forecast- Commit Missing Supplier Commit Response Supplier has not provided commits for the forecast within the configurable response grace period. My Workspace Forecast- Commit Forecast Commit Mismatch Supplier s commit does not match the JCI forecast. My Workspace Forecast- Commit Cumulative Forecast Commit Mismatch Supplier s cumulative commit does not match JCI s cumulative forecast. My Workspace Forecast- Commit Cumulative Forecast Evaluated Commit Mismatch Cumulative evaluated commit does not match JCI s cumulative forecast. My Workspace Forecast- Commit 17

18 SA Firm Delivery Schedule Exception Summary The following table describes SA/SA firm delivery exceptions. Exception Name Description Alert Method Process Required New/Changed Scheduling Agreement JCI has published a current version of the SA in the Open state. My Workspace SA New/Changed SA Firm Delivery Schedule JCI has published a current version of the SA Firm Delivery Schedules in the New state. My Workspace SA Firm Delivery Schedule Order Past Due Alert SA Once an SA Firm Delivery Schedule is past due, an alert should be sent to the corresponding supplier user for a notification. My Workspace SA Firm Delivery Schedule Missing SA Firm Delivery Schedule Response Alert The supplier has not responded to a new or changed SA Firm Delivery Schedule with configurable response tolerance days. My Workspace SA Firm Delivery Schedule 18

19 Discrete Order Exception Summary The following table describes discrete order exceptions. Exception Name Description Alert Method Process Required Request Promise Quantity Mismatch Request quantity does not match the promise quantity. My Workspace Request Promise Date Mismatch Request date does not match the promise date. My Workspace Request Shipped Quantity Mismatch Request quantity does not match the shipped quantity. My Workspace Request Received Quantity Mismatch Request quantity does not match the received quantity. My Workspace Discrete Order Discrete Order Discrete Order Shipment Discrete Order Receipt Missing Discrete Order Response The supplier has not responded to a new or changed discrete order within the configurable response tolerance days. My Workspace Discrete Order Order Past Due Alert Discrete Once a discrete order is past due, an alert should be sent to the corresponding supplier user for a notification. My Workspace Discrete Order 19

20 Viewing Exceptions via My Workspace 1. Click Menu, and then click My Workspace. My Workspace appears. 2. View your dashboard to see exceptions card. Exceptions card 20

21 Viewing Exceptions via the Menu 1. Click Menu, click Exceptions, and click on the type of Exceptions you want to see. The Exception Summary page appears, displaying alert results. 21

22 Viewing Exceptions via the Menu 2. To view exception details, click the number of exceptions for an alert for which you want to view details. An alert can have more than one type of exception. Red numbers indicate high risk; yellow numbers indicate medium risk; green numbers indicate low risk. Numbers above 1,000 will not be hyperlinked and cannot be clicked. These results will need to be filtered and results must fall below 1,000 before you can click them to see details. 22

23 Viewing Exceptions via the Menu 3. To view different exception alert types, click the alert type in the exception alert drop-down menu. 4. To view details about an order number, click the order number. The expanded details panel appears. Scroll to view the details. 23

24 Filtering Exceptions Viewed via the Menu 1. On the Exceptions Summary page, click the plus sign next to Exception Problem Summary to view the search options. 24

25 Filtering Exceptions Viewed via the Menu 1. Enter the desired filtering criteria in the search fields. 2. Click Search. 25

26 Filtering Exceptions Viewed via the Menu 3. Scroll down to see updated results. If total results for an alert are below 1,000, the number will be clickable to see details. 26

27 If you can read this Click on the icon to choose a picture or Reset the slide. To Reset: Right click on the slide thumbnail and select reset slide or choose the Reset button on the Home ribbon (next to the f ont choice box) If you can read this Click on the icon to choose a picture or Reset the slide. To Reset: Right click on the slide thumbnail and select reset slide or choose the Reset button on the Home ribbon (next to the f ont choice box) E2Open My Profile

28 Changing Your Role If you have multiple roles, you can switch between roles. To change your role: 1. At the top right corner of a page, click your name. o Note: Your current role displays below your name. 2. In the Switch Role list, click the role to which you want to switch. o The screen resets itself to reflect your new role. 28

29 Setting up Alert Subscriptions 1. Click Menu, click My Profile and then click Alert Subscription. o The Setup to Receive Alerts page appears. 2. Select the check box next to the alerts that you want to receive. You can select multiple alerts. 29

30 Setting up Alert Subscriptions 3. To further specify the alerts that you want to receive, click the filter icon next to an alert that you want to receive. o The expanded search panel for the alert you selected appears. 4. Enter your search criteria and click Save Search. o o The Setup to Receive Alerts page appears with a confirmation message. Click x to close the message. 30

31 Setting up Alert Subscriptions 5. To save the alerts that you want to receive, click Save. o Your address appears in the row for the alerts you selected. 6. To cancel an alert, uncheck the check box next to the alert that you want to cancel to clear it, and then click Save. 31

32 Getting Support Help desk support for both internal and partner users is typically provided by the organization that invited you to use the E2open solution. You can contact JCI through at at any time this mailbox is monitored by the whole JCI onboarding team. This is our preferred method of contacting us JCI is also available by calling into our Hypercare Hotline on Tuesdays, Thursdays & Fridays from 9:00am - 11:00am CST at Code Supplier Training will be held on Wednesdays from 9:00am - 11:00am CST at Code Johnson Controls Inc.-INTERNAL-(Peter Daniel)