Title Supplier Portal Schedule Agreement Confirm and Publish Document Number Author Brenda Roberts Version 5 SP-SA-CNF Publish Date June 29, 2015 Last Revised Date July 15, 2016 Standard Work Instruction Supplier Portal Schedule Agreement Confirm and Publish 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. Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 1/17
Table of Contents 1. PURPOSE... 3 1.1. Description of Standard Work... 3 2. DOCUMENT CONTROL... 3 2.1. Ownership... 3 2.2. Version Change Log... 3 3. PROCESS... 4 3.1. Process Flow... 4 3.2. Confirm an SA... 4 3.2.1 Cancel SA Confirmation... 10 3.3. Split SA Confirmation... 10 4. EXCEPTIONS TO THE STANDARD WORK... 13 4.1. Add a Reason Code... 13 4.1.1 Add Notes to Reason Codes... 16 4.1.2 Full List of Reason Codes... 17 Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 2/17
1. PURPOSE 1.1. Description of Standard Work The purpose of this Standard Work Instruction for Suppliers is to describe the steps to process shipping and delivery confirmations (promise dates) for Scheduling Agreements (SA) and to publish the confirmation data back to UTAS. The confirmation results in the notification to UTAS that the order was received and terms and conditions agreed upon by the supplier. Confirmation of an SA indicates that the supplier agrees with, or agrees by exception, to the SA information. UTAS will use a report of orders that have not been confirmed to follow-up with the supplier to ensure all orders are acknowledged on the supplier portal. 2. DOCUMENT CONTROL This section outlines document revision history. 2.1. Ownership Organization: UTAS Department: esolutions Contact: Brenda Roberts 2.2. Version Change Log Version Number Date Author Reviewed By Change Description Initial Release 06-29-2015 Brenda Lee Initial release Roberts Setter Version 1 12/24/2015 Brenda Roberts Cam Demmerle Revised entire document Version 2 04/12/2016 Brenda Nicole Benson Format/Update Roberts Version 3 4/18/2016 Nick Wynne Update Content Version 4 5/23/2016 Nick Wynne Nicole Benson Update Content Version 5 07/15/2016 Cam Demmerle Nick Wynn Added Troubleshooting Tip Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 3/17
3. PROCESS 3.1. Process Flow 3.2. Confirm an SA 1.0 Click on SA Collaboration under Quick Links. Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 4/17
2.0 You will automatically be taken to the Release > Release Overview Screen. If you are already in SNC you can go to Release > Release Overview 3.0 Click on Go to view all SA s or filter by Selection Criteria shown below. 4.0 Click the box to the left to highlight the SA for confirmation. Select Details. 5.0 Navigate to the Confirmations tab 6.0 Select the line item(s) to be confirmed, then click Conf. Screen. Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 5/17
7.0 Select the line item to confim Note: If you wish to split an SA into multiple line items for different delivery quantities or dates, please refer to section 3.3. 8.0 Click Create 1 Conf 9.0 Review the Conf. Ship Date and Conf. Delivery Date (Promise Dates). Conf Ship Date: Date that product is shipped from your facility Conf. Delivery Date: Data that product should arrive at the UTAS facility Note: These dates must be updated if the Conf Ship Date and Conf. Delivery Date are in the past. Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 6/17
Dates can be updated by clicking in the field. Clicking the box adjacent to the ship date will pull up a calendar to make selecting dates easier. Note: A common error is updating the ship date without updating the delivery date. See below. The ship date is in 2016, but the delivery date is still set for 2015. 10.0 Check the SA (Optional) You may always pre-check for any errors by clicking on Check. You will see a message confirming that there are no errors or possible a hard stop error. Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 7/17
11.0 Highlight Row to be Confirmed 12.0 Click Save Note: If the Conf. Ship and Conf. Delivery Date is different than the Req. Shipping and Req. Delivery date, a reason code will need to be added. See section 6.1 at the end of the material. 13.0 You will see a pop-up appear regarding UTC Terms and Conditions. This must be read and acknowledged before you can proceed. If you choose to decline these terms and conditions, you will not be able to proceed and must contact your UTAS Buyer. Note: A message should appear showing the confirmation number saved in status Publish. Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 8/17
Note: Please note that the SA is Not Published. It has been saved, and an additional step must be taken to Publish. 14.0 Click on the PO/Release tab to get back to the release details screen. 15.0 Select the line item and click on the Send Confirmations Tab. A message will appear Sending Confirmations has been triggered. The SA has now been successfully confirmed and published. Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 9/17
3.2.1 Cancel SA Confirmation 1.0 Go to Alert Monitor 2.0 Select Go 3.0 Click on the Quantity associated with the type of SA user need to view. 4.0 Highlight the Published SA that need to cancelled 5.0 Click Confirm 6.0 Highlight line item that need to cancelled 7.0 Click Cancel Conf to cancel confirmatrion. 8.0 Click Save 3.3. Split SA Confirmation To split the confirmation of an SA into multiple schedule lines for delivery, select the SA line item you wish to split, and click Create Multi. Conf. Note: You may not confirm partial quantities. Delivery can be split but the total quantity must be accounted for. Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 10/17
This will generate multiple SA line items, in which the Conf. quantity, Conf. Ship Date / Time and Conf. Delivery Date / Time can be altered. Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 11/17
You can then save and publish multiple confirmation lines. Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 12/17
The SA will then show multiple confirmed line items against a single request. Note: If the promise dating is different than the Req. Shipping and Req. Delivery date, a reason code will need to be added. See section 6.1 to review adding a reason code. 4. EXCEPTIONS TO THE STANDARD WORK 4.1. Add a Reason Code If you are confirming and you wish to add a REASON CODE, or notes, or if the system requires a reason code, it must be added. Reason Codes are required if the promise dating differs from the original UTAS requirement. The below error message would tell you that a reason code is required. Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 13/17
1.0 Highlight the row and click the Details 2.0 Click the Edit button Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 14/17
3.0 Click the New button 4.0 Select your REASON CODE 5.0 Click OK 6.0 Click the blue back arrow (at the top of the screen), and return to step 11.0 in the standard work. Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 15/17
4.1.1 Add Notes to Reason Codes 1.0 Go to Alert Monitor 2.0 Select Grouping Criteria (ex. Is showing Acknowledged) 3.0 Click on the number to view schedule agreements 4.0 Highlight line item to that need notes added 5.0 Click Notes 6.0 Enter notes in to the field 7.0 Click Save Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 16/17
4.1.2 Full List of Reason Codes CODE SHORT_TEXT CODE SHORT_TEXT XA Material Inventory Accuracy Z6 Supplier Capacity - Manpower XB Material - MFG late to Distr Z7 Sub tier - outside operation XC Material -Short Material Z8 Producability XD Material - Scrap, Rewk, Rep Z9 Part obsolescence XE Producability - Castg/Forgs ZA Sub-tier capacity manpower XF Supplier Producability - Other ZB Material scrap-rework-repair XG QA Defective Material ZC Tooling -inadequate /not available XH QA FAI ZD Tooling -repair/replace XI QA MR/NCM ZE Transition XJ QA Pending CAD / SRI / Dev. ZF Supplier Engineering XK QA Inadequate Quality Reqmt. ZG Engineering - MFG Issues XL QA 3rd Party Inspection ZH Supplier Engineering - Tooling XM Sub-tier - Demand Exc Cap. ZI Customs/Carrier Days XN Supplier Sub-tier - logistics ZJ ERP Data Integrity XO Sub-tier Capacity-Machine ZK Engineering Issues XP Sub-tier MFG Proces Delays ZL No Pick On Portal XQ Supplier MFG Issues ZM Pick List Restriction XR Sub-tier Cap.-Manpower ZN Quality / Inspection Issue XS Sub-tier- Outside Operation ZO Flight Safety XT Spot Buy ZP Receiving Dock Issue XU Supplier Sub-tier - Quality ZQ Pull In / Expedite XV Parts held until QN response ZR Supplied Material Shortage XW Tooling - Inadeq/not Available ZS Supplier Transition XX Tooling-Repair/Replace ZT Under LT PO Placement XY Waiting Quote Approval ZU HSM Kits not pulled Z1 Parts waiting for CAD approval ZV Logistics -Damaged/Lost Material Z2 Sub-tier capacity machine ZW Logistics - Ship to Inc.Loc Z3 Supplier Engineering - E/C ZX Supplier Logistics - SNR Z4 Supplier Engineering - Capacity ZY LTA Expires Z5 Engineering - MFG issues ZZ MFG Issues - Late Starts Troubleshooting Tip: If you encounter any errors, please refer to the Error Message Reference Guide: https://suppliers.utc.com/portal/pages/error-20troubleshooting-20guide Monday, July 18, 2016 SP-SA-CNP Schedule Agreement Confirm and Publish Page 17/17