E2Open Search, Summary & History Functions, Discrete Orders, Scheduling Agreements & Firm Delivery Orders

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 Search, Summary & History Functions, Discrete Orders, Scheduling Agreements & Firm Delivery Orders

2 Search or Summary Search Best used when you know something particular about the item, such as number, name or description, that can be typed into the search fields. Summary Best used when you want to access items grouped by Category and State, or further refine the results based on particular parameters 2

3 Viewing information via Summary 1. Click Menu, click Collaborative Order Management and then under the desired Item, click Summary. 3

4 Viewing information via Summary 2. Click the number to the right of any state to see all items in that state. 4

5 Viewing information via Search 1. Click Menu, click Collaborative Order Management and then under the desired Item, click Search. 5

6 Viewing information via Search 2. Enter your search criteria. 3. Click Search to view the results. 6

7 Search Tips Search Criteria o Wildcard (*) o * to return all results. * before text or number to show records ending with that text or number. * after text or number to show records starting with that text or number. * before and after text or number to show records containing that text or number. Auto-Complete Start entering data, and all possible matching data appears in list below text entry field. 7

8 Viewing Order Details 1. After receiving Summary or Search results, view the results. 2. Click an order number to view order details. 8

9 Viewing a Order Details 3. To review items related to this order, click the appropriate tab Order Shipments Receipts 9

10 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 Discrete Order Add Comment or Note to line item detail.

11 Comment Field - Discrete Orders Only The Supplier & Supplier Scheduler can now add comments (notes) at PO line item detail on DISCRETE ORDERS ONLY. Either can create a comment, change (add to), cancel a comment /note. If the supplier scheduler adds a comment the supplier can view but not edit the comment. If a supplier adds a comment the supplier scheduler can view but not edit the comment 11

12 Comment Field - Discrete Orders Only 12

13 Comment Field - Discrete Orders Only 13

14 Comment Field - Discrete Orders Only 14

15 Viewing Items History 1. Click Menu, click Collaborative Order Management and then under the desired Item, click History. Information (History) is captured whenever action is taken on items 15

16 Viewing Items History 2. Enter your search criteria. 3. Click Search to view the results. 16

17 Viewing Items History 4. Click [+] on a line of audit details to expand the line 5. Click Expand All to collapse/expand the detail by date. 17

18 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 Discrete Order

19 Discrete Orders Overview JCI uploads confirmed discrete orders (POs) into E2open system via B2B. Discrete orders indicate JCI s firm material requirements. Specifies supplier, part, ship-to site, request quantity, request date and so on. Newly created orders in the hub ERP system are loaded into the E2open system in the New state. Each discrete order may contain multiple line items and each line item may contain multiple request schedules. Any change to an order by the buyer in the hub ERP system will move the order to the Open state. A discrete order can be downloaded as an Excel file. 19

20 Discrete Orders Overview Suppliers can take one of the following actions to respond to orders in the New state. Accept The supplier agrees to fully meet the needs (delivery schedule date/quantity) as specified by the customer. In this scenario, E2open moves the delivery schedule to Accepted state. Accept with Changes The supplier recommends changes by proposing a new promise date and/or quantity. In this scenario, E2open moves the delivery schedule to Accepted with Changes state. 20

21 Discrete Order State Definition State New Open Accepted with Changes (AWC) Definition The state assigned to a new order line/request schedule (newly created in ERP system) when it is loaded into E2open. It is available for supplier response, and downstream transactions (shipments/receipts) are permitted against it. The state assigned to a changed order line/request schedule (changed in JCI ERP) when it is loaded into E2open. It is available for supplier response, and downstream transactions (shipments/receipts) are permitted against it. The state assigned to a request schedule when supplier has accepted the request schedule with changes to the promise date and/or promise quantity. Downstream transactions (shipments/receipts) are permitted against it. 21

22 Discrete PO State Definition State Accepted Cancelled Closed Definition The Supplier has accepted the Request Schedule as-is with the Promise Date and Promise Quantity matching the Request Date and Request Quantity. Downstream transactions are permitted against it. JCI has cancelled the Request Schedule in the ERP system. The Supplier cannot make further changes or response to the Request Schedule in this state anymore. Request Schedules in this state are able to be re-opened in JCI ERP system and synchronized to E2open. Downstream transactions (Shipments/Receipts) are not permitted against it. JCI has closed the Request Schedule in the ERP system. The Supplier cannot make further changes or response to the Request Schedule in this state anymore. Request Schedules in this state are able to be re-opened in JCI ERP system and synchronized to E2open. Downstream transactions (Shipments/Receipts) are not permitted against it. 22

23 Accepting Discrete Orders (Supplier Role Only) 1. Navigate to a list of New or Open orders. Using Search or Summary or through my Workspace under the Supply Network Order Summary Card. 2. Select the check box next to the order(s) that you want to accept. 3. Click Confirm. Buyer requested date and requested quantity are copied to the promise date and promise quantity fields. Selected orders are removed from the list. 23

24 Adding Promises to Discrete Orders (Supplier) 1. Navigate to a list of new or open orders. Using Search or Summary or through my Workspace under the Supply Network Order Summary Card. 2. Select the check box next to the order to which you want to add promises. Only one order at a time can be selected for this action 3. Click Edit Promises. 4. When a caution message appears, click OK. 24

25 Adding Promises to Discrete Orders (Supplier) 5. Enter revised data Promise Quantity Can be split into multiple lines Promise Dates (for each line) 6. Click Save. 25

26 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) Discrete Order Milestones Overview

27 Discrete Order Milestones Overview Users can view graphical representation of the order life cycle in the order list page. The Collaboration and End-Of-Life milestone groups are to capture the life-cycle progress in each order schedule. The Shipment and Receipt milestone groups are based on the supplemental process activities and are adjusted accordingly. 27 Johnson Controls Discrete Order Milestones E2Open On Boarding Team

28 Discrete Order Milestones Configuration Matrix Group Display Name Visible Color Condition Collaboration New Always Green The order schedule was updated in the New state. Open Always Green The order schedule was updated in the Open state. Accepted With Changes Always Green The order schedule was updated in the Accepted with Changes state. The order schedule isn't in the New/Open state, any Long-Tail response state, or the Accepted/Rejected state. Accepted Always Green The order schedule was updated in the Accepted state. The order schedule isn't in the New/Open state, any Long-Tail response state, or the AWC/Rejected state. 28 Johnson Controls Discrete Order Milestones E2Open On Boarding Team

29 Discrete Order Milestones Configuration Matrix Group Display Name Visible Color Condition Shipment No Shipment Conditional Grey In the order schedule, no shipment has been created. Partially Shipped Amber In the order schedule, some shipments are created but don't completely fulfill the quantity requested by the buyer. Fully Shipped Green In the order schedule, the quantity requested by the buyer is fully shipped out. Over-Req Shipped Red In the order schedule, the shipped quantity is more than the quantity requested. This could potentially create problems in the downstream operation process. 29 Johnson Controls Discrete Order Milestones E2Open On Boarding Team

30 Discrete Order Milestones Configuration Matrix Group Display Name Visible Color Condition Receipt No Receipt Conditional Grey In the order schedule, no receipt has been received. Partially Received Amber In the order schedule, the receipt has been partially received but is less than the requested quantity. Fully Received Green In the order schedule, the receipt has been received and completely fulfills the requested quantity. Over-Req Received Red In the order schedule, the receipt has been received but is more than the requested quantity. 30 Johnson Controls Discrete Order Milestones E2Open On Boarding Team

31 Discrete Order Milestones Sample Scenario The order is created, then accepted by the supplier. The shipments are then created and may be adjusted. Then, materials are received. The payment process is completed and the order is closed. New Order with ReqQty = 100 Order is Accepted Shipment Created with Qty = 30 Second Shipment Created with Qty = 70 Third Shipment Created with Qty = 10 The Third Shipment, with QTY = 10, is Cancelled Receipt is Created with RecQty = 100 Order is Closed 31 Johnson Controls Discrete Order Milestones E2Open On Boarding Team

32 Discrete Order Milestones Sample Scenario New Order with ReqQty = 100 On the UI, the Milestones column contains: New Order is Accepted On the UI, the Milestones column contains: Accepted Shipment Created with Qty = 30 On the UI, the Milestones column contains: Partially Shipped Second Shipment Created with Qty = 70 On the UI, the Milestones column contains: Fully Shipped Total Shipment Quantity = 100 Requested Quantity = Johnson Controls Discrete Order Milestones E2Open On Boarding Team

33 Discrete Order Milestones Sample Scenario Third Shipment Created with Qty = 10 On the UI, the Milestones column contains: Over-Req Shipped Total Shipment Quantity = 110 Requested Quantity = 100 The Third Shipment, with QTY = 10, is Cancelled On the UI, the Milestones column contains: Fully Shipped Total Shipment Quantity = 100 Requested Quantity = 100 Receipt is Created with RecQty = 100 Order is Closed On the UI, the Milestones column contains: Closed 33 Johnson Controls Discrete Order Milestones E2Open On Boarding Team

34 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 SA Scheduling Agreement Firm Delivery Schedule

35 Scheduling Agreement Overview A scheduling agreement (SA) is a part of the procurement process that initiates an arrangement between JCI and a supplier to deliver materials based on specified terms and conditions. Scheduling agreements can also be associated with firm delivery schedules. The procurement process using a scheduling agreement is described in the table below. Process Scheduling Agreement / SA Firm Delivery Schedule Shipment Receipt Description Enables the communication of JCI s near-term material requirements through a firm delivery schedule. In this project, the delivery schedule lines for the scheduling agreement created in the JCI ERP system will be sent to E2open as the scheduling agreement firm delivery schedule. Suppliers may respond to the scheduling agreement delivery schedule with promises. Enables the communication of the supplier s material shipment information to JCI using advance shipment notifications (ASNs) created by the supplier against the scheduling agreement delivery schedule. Enables the communication of JCI s material goods receipt information to the supplier using receipts created by JCI once material has physically arrived. 35

36 Firm Delivery Schedule States Scheduling Agreement Firm Delivery Schedule States Firm Delivery Schedule (Release) state New Accepted Accepted with Changes Description/Actions required New Firm Delivery Schedules are releases Supplier Schedulers create as requests based on the Scheduling Agreement. Supplier will confirm this request or make a suggestion. Firm Delivery Schedules are found under Accepted if a New order is confirmed for the requested date and time. Supplier is only able to create ASN with releases in this state. Once a suggestion on the Supplier's end is made for a Firm Delivery Schedule it will appear under the Accepted with Changes category. It is the Supplier Scheduler s responsibility to review and make this changes. Supplier has visibility privileges. Cancelled Orders are cancelled only from the Supplier Scheduler s end. Supplier has visibility privileges. 36

37 SA and SA Firm Delivery Schedule Relationship JCI creates scheduling agreements in the ERP system, and then publishes them to E2open through B2B transactions. The agreements indicate JCI s contractual requirements to suppliers, specifying the order line item, part number, unit price, delivery terms, payment terms, and so on. When they are creating, scheduling agreements may not be associated with delivery schedules. JCI creates the near-term operative delivery schedules in the ERP system, and publishes those schedule lines as SA firm delivery schedules to E2open via B2B. The SA firm delivery schedule indicates JCI s delivery requirement, specifying the supplier, item, ship-to site, as well as the request quantity and request date. Each SA may contain multiple line items and each line item may contain multiple delivery schedules with different request dates and request quantities. 37

38 Scheduling Agreement Firm Delivery Schedule Scheduling agreement firm delivery schedules are always loaded in New state. If there is a change in JCI s ERP system (especially a request date and/or request quantity change), the changed scheduling agreement delivery schedule will be synchronized to E2open via B2B. Note: An message is sent to the subscribed users to notify of the new/changed scheduling agreement. 38

39 Scheduling Agreement Firm Delivery Schedule Suppliers can take one of the following actions to respond to scheduling agreement firm delivery schedules in the New state. Accept The supplier agrees to fully meet the needs (delivery schedule date/quantity) as specified by the customer. In this scenario, E2open moves the delivery schedule to Accepted state. Accept with Changes The supplier recommends changes by proposing a new promise date and/or quantity. In this scenario, E2open moves the delivery schedule to Accepted with Changes state. Add Promises The supplier recommends multiple promise delivery schedules against one request schedule. In this scenario, E2open moves the delivery schedule to Accepted with Changes state. 39

40 Accepting SA - Firm Delivery Schedule (Supplier) 1. Navigate to a list of new SA firm delivery schedules. Using Search or Summary or through my Workspace under the Supply Network Order Summary Card. 2. Select the check box next to the schedule agreement(s) that you want to accept. 3. Click Confirm. Promised quantity and date are set to the requested quantity and date. Selected scheduling agreements are removed from the list. 4. If desired, continue to accept schedules. 40

41 Adding Promises SA Firm Delivery Schedule (Supplier) 1. Navigate to a list of new SA firm delivery schedules. Using Search or Summary or through my Workspace under the Supply Network Order Summary Card. 2. Click the check box next to the schedule agreement to which you want to add promises. Only one schedule at a time. 3. Click Edit Promises. A pop-up window opens. 4. Enter the changes that you want to make. Split quantities Multiple promise dates and/or promised ship dates 5. Click Save. 41

42 Adding Promises SA Firm Delivery Schedule (Supplier) 6. When the verification message appears, click OK. Promised quantity and dates are set to the revised quantity and dates. Selected scheduling agreements are removed from the list. A message appears indicating that the changes were successful. 7. Click Close. 42

43 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 Order Execution Download Edit and Upload Supplier Only

44 Download Settings in Chrome It is highly recommended that you use Chrome as your browser. Chrome will provide the maximum functionality, response time, and provide activity messages in the status bar showing the system is working on your request. To configure your browser to allow downloads for print templates in Google Chrome : 1. Click the Customize and control Google Chrome icon, and then click Settings to bring up the Settings options. 2. At the upper left of your browser, click the Settings menu. 3. Click Advanced to expand the Advanced settings and then click Download. 4. Under Downloads, specify your preferences. - Location is the default download folder. - Save location prompt - If this option is disabled, when a file is clicked on, the file will automatically be saved to the default folder without any prompt or notification. 44

45 Enabling Downloads in Firefox All roles can download order items in a Microsoft Excel file. To configure your browser to allow downloads for print templates in Mozilla Firefox : 1. At the upper right of your browser, click the Open menu icon. 2. Click Options. 3. Scroll to Downloads and specify where you want files to be saved. 4. Under Applications, specify your preferences. 45

46 Enabling Downloads in Internet Explorer To configure your browser to allow downloads for print templates in Microsoft Internet Explorer : 1. Click the Tools icon. 2. Click Internet options. The Internet Options dialog box appears. 3. Click the Security tab. 4. Click Custom level. The Security Settings Internet Zone dialog box appears. 5. Scroll to Downloads. 6. Under File download, click Enable. 7. Click OK. A confirmation message appears. 8. Click Yes. 46

47 Downloading Order Execution: From a List Page 1. Navigate to a list page; for example, Discrete Order. o Click Menu, click Exceptions, and then click Discrete Order. - The Discrete Order Problem Summary page appears. 2. On the right side of the page, click the Export icon. o o What happens next is dependent on your browser and your settings. 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. The downloaded file is a tab-separated value (tsv) file and can be opened with Excel or other spreadsheet software. 47

48 Downloading Order Execution: Using Search 3. Navigate to a list page; for example, Discrete Order: Click Menu, click Exceptions, click Order Execution and then click Discrete Order. The Discrete Order Problem Summary page appears. 4. In the page title area, expand Discrete Order Problem Summary. Search fields appear. 48

49 Downloading Order Execution: From the Menu 1. Navigate to an order execution page; for example, Discrete Order: o Click Menu, click Upload/Download, and then click Discrete Order under Downloads Order Execution. - The expanded Search Discrete Orders panel appears. 2. Enter your search criteria (in order to accept POs only New and Open orders) and click Search to Download. o The Select Document Type page appears. 49

50 Downloading Order Execution: From the Menu 3. In the Document Type list, click the document type that you want. 4. Optionally, in the Comments box, type any comments that you want to add, and then click Next. o The Job List page appears with a confirmation message. 50

51 Downloading Order Execution: From the Menu 5. Wait until the job status changes to Completed. o The Job List will refresh every 10 seconds. 6. Click the file name to download o What happens next is dependent on your browser and your settings. 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. Note: In the downloaded file, if making changes that will be uploaded into the E2open system, do not rearrange columns and ensure that all required columns are filled out completely. 51

52 Edit Downloaded File Note: In the downloaded file, do not rearrange columns and ensure that all required columns are filled out completely. The file will contain order data from the orders found in the search results when downloading the file. Do not delete any data from the file. The following are required and can be modified: Promise Quantity (Column 180) Promise Date (Column 181) 52

53 Edit Downloaded File 1. Click in the Promise Qty. or Promise Date cell for the relevant order. 2. Enter new data. 3. If you will change the Promise Qty and you will propose to make the delivery on 2 different dates, copy the current row and paste it to a new row and edit the rows with the new information for the order. A. Click the number of the row on the left side of the row to select the entire row. B. Enter <Ctrl> + C on your keyboard or right-click and select Copy from the menu. C. Click the number of the row on the left side of the row to select the entire row. Select Insert Copied Cells. 53

54 Edit Downloaded File 4. Change the Promise ID in column 179 to the next Promise ID in the order line and request schedule. Example, if an order has multiple order lines and you are editing the Promise Quantity and Date into two separate Promise Quantities and Dates, you would increment the Promise ID of the new row by 1 and split the Promise Quantities between the two rows. 5. If you are a supplier: Add the text Update in the Action (Column 132) if you made changes, if you do not make any edits or changes add the text Accept in this column. Only buyers admins can type Cancel Close in this column. 6. Save file 54

55 Order Execution: Uploading Documents 1. Click Menu, click Upload/Download, and then under Order Execution, click Discrete Order Upload 2. Upload your file. 1. Drag-and-drop a file to be uploaded to the drag and drop box. OR 2. Click Or Select Files. The File Upload dialog box appears. 3. Click the file you want to upload and click Open. The name of the file appears under the drag-and-drop box. 3. Optionally, type any comments. 4. Click Next. The Job List page appears and displays the upload status and a confirmation message. 55

56 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)