Ordering & Order Status

Transcription

1 Contents Exercise #1: Upload a Speedy File... 2 Exercise #2: Order Parts Exercise #3: View the Order Status & Load Building Report.. 23 Directions Log into HVACpartners Distributors Sandbox as follows. URL: User Name: (see the Training Portal to get your ID) Password: training1 Follow the steps as outlined in each of the exercises. Hands-On: 1/29

2 Exercise #1: Upload a Speedy File In this exercise, you will upload a Speedy File with an Equipment order. IMPORTANT: You will need to download the filed named "Training Speedy File.csv" from the Training Portal to your Desktop in order to complete this exercise. Please note that there is an error in the Speedy File that you will upload so that you have an opportunity to see what happens in HVACpartners. Remember to log into the Distributors Sandbox ( using the training ID assigned to you on the HVAC Training Portal and the password "training" (without the quotes). You will only use this ID and password for the training classes. Follow these steps: 1. Start the transaction from the HVACpartners Home Page. My Home Page 2. Click the Order Management tab. 3. Click the Equipment Ordering link to go to the My Shopping Cart page. Hands-On: 2/29

3 My Shopping Cart 4. Click the Upload button to go to the File Upload pop-up window. My Shopping Cart 5. Click the Browse button to locate your Speedy File. Hands-On: 3/29

4 Choose File to Upload 6. Scroll or double-click folders to locate Training Speedy File.csv. 7. Click Training Speedy File.csv to select it. 8. Click the Open button to select the file for upload. Hands-On: 4/29

5 My Shopping Cart 9. Click the Upload button to load the order. 10. Review the message generated by the system. Note that the entered material N4A348AKC is invalid, does not exist in the system and cannot be added to the cart. In the following steps, you will add the correct item N4A348AKB. My Shopping Cart - Windows Internet Explorer provided by CSC for United Technologies Corp Hands-On: 5/29

6 11. Scroll down the screen to an empty line item. My Shopping Cart 12. As required, complete/review the following fields: Field R/O/C Description Material Number Required Enter the correct material number in the text box. Example: N4A348AKB My Shopping Cart - Windows Internet Explorer provided by CSC for United Technologies Corp Hands-On: 6/29

7 13. Scroll up the screen to complete the header information for the order. My Shopping Cart 14. As required, complete/review the following fields: Field R/O/C Description PO Number Required Enter a unique PO Number in the text box. Note: if the number has been used previously, the order will not be processed. You can use your initials followed by your birthday. Example: RJ Special Instructions Optional Enter any special instructions you want on the Shipping Label in the text box. Note: anything you type in this text box will appear on the Shipping Label. Example: Anything you type here will be printed on the shipping label. Consignee/PO Sales Detail Optional This is the field in which you will enter your DEAL code during Special Programs. For Commercial Stocking Programs, you will still need to inform ICP via that the order is intended for those terms so that ICP can apply those terms manually. 15. Click the Apply button to update the shopping cart. 16. Click the Checkout button to move to the Checkout page. Hands-On: 7/29

8 Checkout 17. Click the Expand button in the Shipping Details section. Checkout - Windows Internet Explorer provided by CSC for United Technologies Corp 18. Scroll down the page to view the selections. Hands-On: 8/29

9 Checkout 19. Click the Shipping Type dropdown box. 20. Select Standard Freight from the dropdown list. 21. Click the Incoterms dropdown box. 22. Select PrePaid from the dropdown list. 23. Click the Continue button to save your changes and continue the checkout process. Checkout - Windows Internet Explorer provided by CSC for United Technologies Corp Hands-On: 9/29

10 24. Scroll to the bottom of the page. Checkout 25. Select the checkbox next to I accept the general terms and conditions message before submitting the order. The order cannot be placed if this box is not checked. 26. Click the Buy Now button to place your order. SAP Order Number - Windows Internet Explorer provided by CSC for United Technologies Corp 27. Scroll to the top of the screen to view the SAP Order Number Created message. Hands-On: 10/29

11 SAP Order Number - Windows Internet Explorer provided by CSC for United Technologies Corp 28. Scroll down to review your order. SAP Order Number - Windows Internet Explorer provided by CSC for United Technologies Corp 29. Scroll down to review your order. Note: you will also receive an order acknowledgement in your in PDF format. Hands-On: 11/29

12 30. Close the tab to return to the HVACpartners Home Page. Hands-On: 12/29

13 Exercise #2: Order Parts In this exercise, you will order parts in HVACpartners. In this exercise, you will search for parts in the EPMS catalog, capture their product numbers, and then add them to a shopping cart. When you want to search for parts information and pricing, you will go into the EPMS system from HVACpartners. There, you can gather the information you need, such as part numbers. When you are ready to order, you will do so in the HVACpartners system. Note: Some part numbers will be changing. You will still be able to look up these parts by their old part numbers in EPMS, but will need to make note of the new part number to place your order. A list of all parts that are changing will be posted in a PMB on the Mega Portal the week of December 8, Remember to log into the Distributors Sandbox ( using the training ID assigned to you on the HVAC Training Portal and the password "training" (without the quotes). You will only use this ID and password for the training classes. Follow these steps: 1. Start the transaction from the HVACpartners Home Page. My Home Page 2. Click the Products & Solutions tab. 3. Click the EPMS link to open the EPMS system. Hands-On: 13/29

14 - Windows Internet Explorer provided by CSC for United Technologies Corp 4. Click the Parts tab. - Windows Internet Explorer provided by CSC for United Technologies Corp 5. Click the Part No text box to search for a part. 6. As required, complete/review the following fields: Field Part No R/O/C Required Description Enter the search criteria in the text box. Example: Hands-On: 14/29

15 Field 7. R/O/C Description Click the Search button. - Windows Internet Explorer provided by CSC for United Technologies Corp 8. Click the Add to Clipboard button to copy the part information to the EPMS clipboard. - Windows Internet Explorer provided by CSC for United Technologies Corp 9. Click the OK button to continue. Hands-On: 15/29

16 - Windows Internet Explorer provided by CSC for United Technologies Corp 10. Click the Additional Pricing button to view additional information about the product. 11. Review the part data in the Additional Information pop-up window. - Windows Internet Explorer provided by CSC for United Technologies Corp 12. Click the Close button to exit the window. 13. Click the Clipboard tab to view the part you copied. From here you can write down the Part No. or click the Print button to print out a copy. You will need this number in order to place your parts order. Hands-On: 16/29

17 - Windows Internet Explorer provided by CSC for United Technologies Corp 14. Close the EPMS tab to return to the My Home Page tab. My Home Page 15. Click the Order Management tab. 16. Click the Parts Ordering link to start your order. Hands-On: 17/29

18 My Shopping Cart 17. As required, complete/review the following fields: Field PO Number R/O/C Required Description Enter a unique PO Number in the text box. Note: Enter a unique P if the number has been used previously, the order if the number ha will not be processed. You can use your initials will not be proce followed by your birth year. birthdate or simi Example: RJ1968 Material Number Required Example: 6789 Type a part number in the text box on the first line or the order. Example: Click the More button to increase the quantity of the part to two (2). Hands-On: 18/29

19 My Shopping Cart - Windows Internet Explorer provided by CSC for United Technologies Corp 19. Scroll to the bottom of the page to continue. My Shopping Cart 20. Click the Checkout button to move to the Checkout page. Hands-On: 19/29

20 Checkout 21. Click the Expand button in the Shipping Details section. 22. Scroll down the page to view the selections. Checkout 23. Click the Shipping Type dropdown box. 24. Select 2nd Day Air from the dropdown list. 25. Click the Incoterms dropdown box. 26. Select PrePaid & ADD from the dropdown list. 27. Click the Continue button to save your changes and continue the checkout process. 28. Scroll down to the bottom of the page. Hands-On: 20/29

21 Checkout 29. Select the checkbox next to I accept the general terms and conditions message before submitting the order. The order cannot be placed if this box is not checked. 30. Click the Buy Now button to place your order. Note: once you click Buy Now on a Parts order, the order is filled immediately. If you need to make any changes, call your ICP customer service representative immediately. SAP Order Number - Windows Internet Explorer provided by CSC for United Technologies Corp 31. Scroll to the top of the screen to view the SAP Order Number Created message. Note: you will also receive an order acknowledgement in your in PDF format. Hands-On: 21/29

22 SAP Order Number - Windows Internet Explorer provided by CSC for United Technologies Corp 32. Close the tab to return to the HVACpartners Home Page. Hands-On: 22/29

23 Exercise #3: View the Order Status & Load Building Report In this exercise, you will view the Order Status and Load Build Report. You can use this report to view orders and where they are in terms of status. Remember to log into the Distributors Sandbox ( using the training ID assigned to you on the HVAC Training Portal and the password "training" (without the quotes). You will only use this ID and password for the training classes. Follow these steps: 1. Start the transaction from the HVACpartners Home Page. My Home Page 2. Click the Order Management tab. 3. Click the Claiming & Sales Reporting link to go to the Claiming & Sales Reporting page. Hands-On: 23/29

24 Claiming & Sales Reporting 4. Click the Order Status & Load Building Report under the Order Information section. Order Status & Load Building Report 5. Select the Detail/Item-Level option in the Report Type options. 6. Scroll down the page to view the Exclusions options. Hands-On: 24/29

25 Order Status & Load Building Report 7. De-select the Exclude Cancelled Orders check box. 8. De-select the Exclude Invoiced Orders check box. 9. De-select the Exclude Shipped Orders check box. Order Status & Load Building Report Hands-On: 25/29

26 10. Scroll down the page to the Order Entry Date text box. 11. As required, complete/review the following fields: Field Order Entry Date R/O/C Required Description Enter a date at least one week prior to today's date in the text box. Example: 10/01/2014 To Required Enter today's date in the text box. Example: 11/19/2014 Order Status & Load Building Report 11. Scroll down to the bottom of the page. Hands-On: 26/29

27 Order Status & Load Building Report 12. Click the Submit button to generate the report. Order Status & Load Building Report 13. Scroll to the bottom of the screen to review the message that the report has been submitted. Hands-On: 27/29

28 Order Status & Load Building Report 14. Scroll back up to the top of the page. 15. Click the INBOX link at the top of the screen. Inbox 16. Click the report CSV file link in the Available Formats column. Hands-On: 28/29

29 File Download 17. Click the Open button to open the report. Microsoft Excel _191835[1].csv 18. Scroll to the right to view the details in the report. 19. Close the report when you have finished viewing it. You may also decide to save the report to your Desktop. 20. Click the Home link to return to the HVACpartners Home Page. Hands-On: 29/29