Standard Work Instruction. Supplier Portal

Transcription

1 Title Author Supplier Portal Engineering Information Diane Fiejdasz, Nick Wynne Document Number SP-OV-ENG Version 3 Publish Date February 24, 2016 Last Revised Date November 3, 2017 Standard Work Instruction Supplier Portal Engineering Information 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, November 21, 2017 Engineering Information Page 1/18

2 Table of Contents 1. PURPOSE Description of Standard Work DOCUMENT CONTROL Version Change Log DESCRIPTIONS Description of instruction PROCESS Flow Diagram Navigation Overview Login / Verify Permissions Access the Application Drawing / Part Specifications Bill of Material (BOM) MPN (Approved Supplier Listing) Troubleshooting issues with the Engineering Information app Supplier does not have access to Engineering Information The drawing or specification is not available on the portal The Search For box is not visible to the supplier A specification number is input, it is not found The supplier cannot find the Manufacturers Part Number (MPN) in the Bill of Material section The supplier states that the latest revision of the drawing or spec in the Engineering Information app does match the revision on the PO EXCEPTIONS TO THE STANDARD WORK Internet Explorer (IE) Compatibility View Settings Tuesday, November 21, 2017 Engineering Information Page 2/18

3 1. PURPOSE 1.1. Description of Standard Work The purpose of this Standard Work Instruction is to describe the functionality of the Engineering Information application within the Supplier Portal. 2. DOCUMENT CONTROL 2.1. Version Change Log Version Date Author Reviewed By Change Description Number New 02/24/2016 Diane Fiejdasz Nick Wynne Initial release 1 05/09/2016 Diane Fiejdas Nicole Benson Added Content 2 11/03/2017 Lee Setter Complete review and rewrite of the document 3. DESCRIPTIONS 3.1. Description of instruction The Engineering Information app is by suppliers to: Retrieve UTAS Engineering Drawings and Specifications (including revision letters and Engineering Changes, To review Bill of Materials for a Part Number including the drawings, revision letters and engineering changes for the part numbers and specs on the Bill of Material. Revision Letters of all specifications The Manufacturers Part Number (MPN), also known as the Approved Supplier List for UTAS purchased parts that must be bought from a distributor or the manufacturer listed. Security in the Engineering Information app requires the part number that a supplier is attempting to retrieve a drawing or spec for must be assosciated with an open Purchase Order, Scheduling Agreement (SA), or RFQ to view Engineering Information for a given part number. The part number entered for search must be an exact match to the part number on the purchase document. Only the users that meet the following criteria will be approved to retrieve Engineering Drawing or Speification (other than the rev letter of the specification: U.S. Person Work Location = U.S Vendor Location = U.S. Suppliers and Supplier Admins can view the permissions (including Drawing and Specification permission) that have been assigned to the logon ID by using the process described in the section titled: Logon / Verify Permissions that is included in the this standard work document. Tuesday, November 21, 2017 Engineering Information Page 3/18

4 4. PROCESS 4.1. Flow Diagram SP-OV Overview SP-OV-NAV Basic Navigation SP-OV-USER User Settings SP-OV-VAR Saving Variants(Filters) SP-OV-VW Customizing View SP-OV-AL Alert Monitor SP-OV-QV Quick View SP-OV-ADMIN Supplier Admin Non Product PO? SP-NP Non Product Invoicing SP-PO Purchase Order (including Sub Contract) SP-SA Scheduling Agreement / Forecast SP-PSADV Purchase Order / Scheduling Agreement - Advanced No Repair PO? SP-RPR Repair SP-ASN Advance Shipping Notification (ASN) Supplier Source Inspection needed? SP-SSI Quality SSI SP-QN Quality Notification No 4.2. Navigation Overview Login / Verify Permissions Login to the application from Tuesday, November 21, 2017 Engineering Information Page 4/18

5 If necessary, verify that you have access to Engineering Drawings by clicking on your profile. Click here to check your profile Scroll to the bottom of the screen to review your permissions. Engineering Drawings permission is assigned to this user. If you do not have access to the permission and require it, click the How can I change these permissions? link. Tuesday, November 21, 2017 Engineering Information Page 5/18

6 This will provide the name of your supplier administrator, who can submit a change of permission request for you. Navigate to the landing page and click the Engineering Information link. The Engineering Information application can be accessed by clicking here Access the Application UTAS Suppliers: If you have multiple UTAS vendor codes assigned to your id, you will see this Pick a Vendor Code window. Select the vendor code associated with the PO/SA/RFQ that the part number exists. The vendor code can be found on the PO or SA Release detail screen. Tuesday, November 21, 2017 Engineering Information Page 6/18

7 If there is only one vendor code assigned to your ID, the above window will NOT display. You will next be presented with the initial search screen. Note: If you are using the IE11 (Internet Explorer) browser, and do not see the Search For criteria and buttons displayed in the upper right corner of the screen, you may need to adjust your IE Compatibility View Settings. See the example in Section 6.1 at the end of this document. Enter the part number in the Search For box. Note: Be sure to enter the part number exactly as it appears on the purchase document. Click the desired Type radio button. With proper security, the screens will display: o The Drawing / Part radio button will display: The drawing for the part number that was searched. Engineering changes for the part number that was searched. A link to the Specifications that are assoiated with the Engineering Drawing. Also the UTA site that has design responsible for the specification, the description of the specification, and the Import/Export Jurisdiction/Classification will be displayed. o The Bill of Material radio button will display: The Cage code for the UTAS site that has design responsibility for the Engineering Drawing. A list of the Bill of Material part numbers that are listed on the Engineering Drawing. The description of the part number, The rev letter of the part number, The quantity of the part number required in the Bill of Material, and The Manufacturers Part Number (MPN), also known as the Approved Supplier List, for UTAS purchased parts that must be bought from a distributor or the manufacturer listed. o Tuesday, November 21, 2017 Engineering Information Page 7/18

8 4.2.3 Drawing / Part To search for a part number, input the part number exactly as it is shown on the Purchase Order or Scheduling Agreement from UTAS. Select the Drawing/Part radio button, then click the Search button: While the portal is retrieving information, the screen will have blue overlay and a there will be a spinning gear with a Loading message: If the part number entered is not found on an active order for your vendor code, you will get the following error: Click the Image Link to view the document Tuesday, November 21, 2017 Engineering Information Page 8/18

9 To view the document, a 2 nd login is required. Use the same id & password as the initial portal login, then click You will also be prompted for a challenge question response. These should have been set when you created your login. Note: If help is needed to retrieve your challenge answers, refer to the Profile link, then the link titled Change challenge questions and answers. Click The selected document will be displayed. Tuesday, November 21, 2017 Engineering Information Page 9/18

10 4.2.4 Specifications The Specifications Radio button allows the supplier to view the latest rev letter for any UTAS specification. NOTE: The Specification radio button does not have any security assigned to the process. The screen that is displayed shows the rev letter only. There is no link to retrieve the specification from this screen. On the Initial Display screen, enter the exact specification number in the Search For box. Check the Specification Type radio button Click the Search button The information for the specs includes: o The latest specification rev letter and the date it was published. o The cage code of the UTAS facility that has design responsibility for the specification Bill of Material (BOM) To search for a part number, input the part number exactly as it is shown on the Purchase Order or Scheduling Agreement from UTAS. Select the Bill of Material radio button, then click the Search button: Tuesday, November 21, 2017 Engineering Information Page 10/18

11 While the portal is retrieving information, the screen will have blue overlay and a there will be a spinning gear with a Loading message: If the part number entered is not found on an active order for your vendor code, you will get the following error: The Bill of Material related to the part (as defined by UTAS engineering) is displayed. With proper security access, the supplier can access a drawing that is on the Bill of Material for the part number that was searched for by double clicking on the part number link. To view the document, a 2 nd login is required. Use the same id & password as the initial portal login, then click You will also be prompted for a challenge question response. These should have been set when you created your login. Note: If help is needed to retrieve your challenge answers, refer to the Profile link, then the link titled Change challenge questions and answers. Click Tuesday, November 21, 2017 Engineering Information Page 11/18

12 The selected document will be displayed MPN (Approved Supplier Listing) Note: MPN (Manufacture Part Number) will display the suppliers that the part number must be bought from (or bought from a distributor who bought the part from the listed supplier.as replaced the term ASL to designate Approved Supplier Listings. The MPN is located within the Bill of Material section. Any part in the BOM with associated MPN will have the link View Approved Suppliers displayed in the MPN column: Click the link to display the associated MPN in a separate window: Tuesday, November 21, 2017 Engineering Information Page 12/18

13 Tuesday, November 21, 2017 Engineering Information Page 13/18

14 4.3. Troubleshooting issues with the Engineering Information app The following will help answer some common questions regarding the Engineering Informatin app Supplier does not have access to Engineering Information. Suppliers and Supplier Admins can view the permissions (including Drawing and Specification permission) using the process described in the section titled: Logon / Verify Permissions that is included in this standard work document. If the supplier does not have access to the permission and requires it, click the How can I change these permissions? link. NOTE: Only suppliers who meet the following criteria will be approved for the application: 1) The user must be a U.S. Person. The verification is processed by the supplier admin. 2) That has a work location of U.S. The user must be accessing Engineering Information from a US location. 3) The vendor location is physically in the U.S. In accordance with International Trade Commission (ITC), we are unable to grant Non-US Persons access to engineering information in the Supplier Portal. If you require access to this information, the preferred process for sending technical data to users that cannot retrieve documents on the supplier portal is Content Server. Content Server is a document library used by UTAS and suppliers to share Confidential and Technical information. Information regarding the Content Server is located on the esolutions SharePoint site: The drawing or specification is not available on the portal. The supplier number must have an open PO, Scheduling Agreement (SA), or RFQ to view Engineering Information for a given part number. Request that the buyer: Check in SAP / ECC to ensure the part exists on one of the open doc types shown above, and the PO, SA, or RFQ is valid (not expired) and is associated with the supplier number that the supplier ID has permission to view. Check that the drawing or spec is available internally at UTAS in Via Search or the application used to retrieve these type documents from Team Center. If the drawing or spec is not available internally, it will need to be retrieved from engineering and sent to the supplier via Content Server. Content Server is a document library used by UTAS and suppliers to share Confidential and Tuesday, November 21, 2017 Engineering Information Page 14/18

15 Technical information. Information regarding the Content Server is located on the esolutions SharePoint site: If an engineering document has not yet been import/export classified, the document cannot be viewed on the UTAS Supplier Portal. If the drawing or spec is available internally from Team Center, Contact UTAS Engineering Support to have the drawing or spec loaded, or open a quote in SAP/ECC to the supplier number to create the necessary association of part number / document. If the part number cannot be added to one of the allowed SAP document types, the internal user can send the drawing or specification to the supplier using the Content Server app. Content Server is a document library used by UTAS and suppliers to share Confidential and Technical information. Information regarding the Content Server is located on the esolutions SharePoint site: The Search For box is not visible to the supplier If the supplier is using the IE11 (Internet Explorer) browser, and do not see the Search For criteria and buttons displayed in the upper right corner of the screen, they may need to adjust their IE Compatibility View Settings. Instruction for adjusting their IE Compatibility View Settings is included in this standard work document. The section is titled: Internet Explorer (IE) Compatibility View Settings (see below) A specification number is input, it is not found. There is no search on Specification name. Instead, the supplier must inquire on the part number that the specification is called out on. All the specs related to the part number will be returned and will be displayed. If a specification is listed on the engineering drawing but is not returned on the drawing search screen, the buyer must make sure the specification exists in team center The supplier cannot find the Manufacturers Part Number (MPN) in the Bill of Material section Internal users (UTAS buyers) can look up in SAP the Manufacturers Part Number part number by using the T-code ZQM_MPN_DISP. Contact Quality for any needed additions or changes to the file The supplier states that the latest revision of the drawing or spec in the Engineering Information app does match the revision on the PO. The supplier can find the latest revision letters of either the list of Drawings, or the Bill of Material. If the latest revision is not on the portal, the buyer can check UTAS team center to ensure the latest revision is loaded. If it is not available internally in team center, the buyer can contact Engineering Records to find the issue. If the latest revision is available on the portal but not on the PO, the buyer can update the PO with the latest revision or discuss the reason for the disconnect with the supplier. 5. EXCEPTIONS TO THE STANDARD WORK The capability to view Drawing or Specification documents on the UTAS Supplier Portal is limited to U.S. persons, as defined by UTAS Trade Compliance. If a supplier is requesting that they need access to view technical information, please communicate the following: In accordance with International Trade Commission (ITC), we are unable to grant Non-US Persons access to engineering information in the Supplier Portal. If you require access to this information, please consult with your buyer to gain access to Content Server. Content Server is a document library used by UTAS and suppliers to share Confidential and Technical information. For New Content Server Account Requests select from the following links: Employee Account Request External Account Requests Tuesday, November 21, 2017 Engineering Information Page 15/18

16 For Employee Password Resets: please contact the CSC Help Desk. For other Content Server information or technical assistance: Click here to Submit a GSM ticket. Include Route to UTAS SC esolutions Queue at the top of the issue description. If an engineering document has not yet been import/export classified, the document cannot be viewed on the UTAS Supplier Portal. In this situation, you will get the following error after entering your challenge question response: 5.1. Internet Explorer (IE) Compatibility View Settings If the Part Number search box is not displaying in the upper right corner of Engineering Information, and you are using IE11, you will need to adjust your IE Compatibility View settings. Locate the IE Tools menu, then Compatibility View settings. Two such options are: On the IE Menu Bar, or, The gear Icon Select Compatibility View settings : Tuesday, November 21, 2017 Engineering Information Page 16/18

17 You will need to review 2 items in Compatibility View: 1. If utc.com is displaying in the Websites. box, highlight it and click the Remove button. 2. Uncheck Display intranet sites in Compatibility View and Use Microsoft compatibility lists. Tuesday, November 21, 2017 Engineering Information Page 17/18

18 Please work with your company's IT staff for further questions on IE compatibility settings. Tuesday, November 21, 2017 Engineering Information Page 18/18