Title Supplier Portal Forecast Report Document Number SP-SA-FCST Author Brenda Roberts Version 3.3 Publish Date 12/28/15 Last Revised Date 2/20/2018 Standard Work Instruction Supplier Portal Forecast Report 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, February 27, 2018 ESO [Name of Document] Page 1/22
Table of Contents 1. PURPOSE... 3 1.1. Description of Standard Work... 3 2. DOCUMENT CONTROL... 3 3. PROCESS... 3 3.1. Viewing the Report in the Forecast Overview... 3 3.2. Setting up Time Buckets... 5 3.3. View updated Forecast Details... 8 3.4. Forecast Collaboration Reports from Download Center... 9 3.5. Custom Order Forecast Collaboration report... 11 3.5.1 Summary Only... 12 3.5.2 Summary and Details... 12 3.6. Understanding the reports... 15 3.6.1 Summary Only... 16 3.6.2 Summary and Details... 17 3.7. Refreshing reports... 18 4. EXCEPTIONS TO THE STANDARD WORK... 19 4.1. Reset Time Buckets Profile... 19 4.2. Upload Report to Supplier MRP / ERP... 21 4.3. View Download History of Reports... 22 Tuesday, February 27, 2018 ESO [Name of Document] Page 2/22
1. PURPOSE 1.1. Description of Standard Work This is a period based view of the total demand from the current period (including past due) to a date until the demand exists. It categorizes the demand into firm and planned requirements depending on the current status of the schedule line. 2. DOCUMENT CONTROL Version Number Date Author Reviewed By Change Description Initial Release 12/28/2015 Brenda Cam Initial release Roberts Demmerle 2 5/12/2016 Brenda Nick Wynne Update Content Roberts 3 5/20/2016 Nick Wynne Brenda Roberts Customer Order Forecast updated 3.1 8/25/2016 Nick Wynne Brenda Roberts Added download history to exceptions 3.2 9/26/2016 Nick Wynne Brenda Updated formatting Roberts 3.3 2/20/2018 Wendy Hatlewick Removed reference to other reports, removed what is new in section 3.5, 3. PROCESS There are three separate ways to view the Forecast; viewing the report in the Forecast Overview, or downloading either the Forecast Collaboration Report or the Custom Forecast Collaboration Report in the Download Center. 3.1. Viewing the Report in the Forecast Overview From the landing page, click on Forecast Collaboration under Quick Links. The Order Forecast Overview screen will appear. Tuesday, February 27, 2018 ESO [Name of Document] Page 3/22
If you are already in SNC, click Demand > Order Forecast Monitor > Order Forecast Overview. Click Show Quick Criteria Maintenance to set up parameters for the report. Select or input product(s) part number(s) in the Product field. Note: If all fields are left blank, all information for your vendor code(s) as well as all parts / products will be displayed. The field maximum number of hits may need to be adjusted upwards for higher volume suppliers. Hint: Populating the Customer Location with an asterisk and leaving all other fields blank will improve the response time of the report. Click Apply. Select the line(s) for the product/plant combination you want to view, and click Details Tuesday, February 27, 2018 ESO [Name of Document] Page 4/22
3.2. Setting up Time Buckets Click the Product Data tab, and select the Time Buckets Profile to set up your default time buckets view. Click Change then click Create Select Customer location (Plant) and Product (Part number) combination. Select Copy to add additional line item(s). Tuesday, February 27, 2018 ESO [Name of Document] Page 5/22
Add your display settings. Display Horizon: # of years to display (up to five years). Years in Months: # of years to display in monthly buckets. Months in Weeks: # of months to display in weekly buckets. Weeks in Days: # of weeks to display in daily buckets. No other fields need to be populated. Click on Check to confirm your settings are correct. You will receive a message that states Validation ended no errors. Then, click Save Tuesday, February 27, 2018 ESO [Name of Document] Page 6/22
You will see an additional message that states the data was saved successfully. Note: the time buckets that are set up will also display in the downloadable version of the Forecast. Tuesday, February 27, 2018 ESO [Name of Document] Page 7/22
3.3. View updated Forecast Details To view your selection go to Demand > Order Forecast Monitor > Order Forecast Details Click on the Grid tab and click on Go. The forecast will appear as shown below. The recommended grid arrangement is Overview Customer Demand Visbility. Click the dropdown on the right of the Grid Arrangement field to make this change. Tuesday, February 27, 2018 ESO [Name of Document] Page 8/22
You will now see a more concise version of the forecast. Note: you can also export the data to an Excel Spreadsheet by clicking on Export and Export to Microsoft Excel. 3.4. Forecast Collaboration Reports from Download Center You can retrieve reports of the Forecast through the Download Center. Go to Tools > File Transfer > Download Center (External User). The benefits of using the download center is Tuesday, February 27, 2018 ESO [Name of Document] Page 9/22
the ability to schedule periodic updates of the data that can be picked up in the Supplier Portal or emailed directly to a user as well as uploading the reports into their own ERP systems via a.csv (comma delimited) file. The steps on how to do this are contained in the exceptions section of this document. Click Create to generate a new download profile for this report. Populate the Customer field by clicking the icon in the right of the field. Select UTASGLOBAL (the only option at this time). Then click OK, and Next to proceed. Tuesday, February 27, 2018 ESO [Name of Document] Page 10/22
Click the dropdown for the types of reports. There is only one report that can be downloaded from this field to view the Forecast. 3.5. Custom Order Forecast Collaboration report The Custom Order Forecast Collaboration report is a flat file of the Forecast that was custom designed for our suppliers to simplify the overall forecast requirements. Note: Time buckets found within these reports are based off of your time bucket setup. Tuesday, February 27, 2018 ESO [Name of Document] Page 11/22
Select Custom Order Forecast Collaboration and then click on Next. There are two views of the Custom Order Forecast Collaboration. 3.5.1 Summary Only The Summary Only view of the Forecast is a high level view of the planned and firmed requirements against part numbers and plants. It does not provide details down to the PO or SA # and line item. 3.5.2 Summary and Details The Summary and Details view of the Forecast is a detailed level view of the planned and firmed requirements against part numbers and plants. It includes additional details such as the PO or SA # and line item #. To download either report, you can filter on Customer Loc. or Product. If you wish to view the entire forecast without any filters, you can leave these fields blank or add an asterisk (generates faster results) and click next. Tuesday, February 27, 2018 ESO [Name of Document] Page 12/22
The frequency of the report being generated can be set by clicking the Periodicity of File Generation dropdown. To run a report without setting a schedule, select No Periodic Job. Use the dropdown to select how often you want the download file to be generated automatically. If you want the download file to run only once, select No Periodic Job. If you want the file to run every working day at midnight, click Every Working Day at Midnight (UTC). Note: every working day at midnight is usually selected if you are setting up the download to email to you daily. In the fifth, and last step, Input a Profile Name. This is freeform text and can be any name. If you are running the download one time only, from the download select Pick up in Download Center. If you are running the download to have it emailed to you daily, select Deliver As Attachment and make sure your email address is loaded in the E-mail Address field. The box associated with the Immediate File Generation field should be checked. Then click Next to proceed. Populate a name for the report, and then select the delivery preference for the report. Pick Up in Download Center will generate the report within SNC for download. Tuesday, February 27, 2018 ESO [Name of Document] Page 13/22
It can also be delivered as an email attachment, or a link can be generated for the document. Your email address is automatically populated however you may change it to have the report sent to someone else. (Note: the other person (s) must also have access to the Supplier Portal as well as the Forecast permission). Make the desired selection, and click Finish to complete the report generation. A successful message will appear in the top left of the screen, and a status of New will appear under the column Profile Status. Click Refresh to generate the data for the report and create the URL for Download link. (the creation time will vary based on the size of the report. Larger volume supplier may experience a longer wait time). When the report has been completely generated, the Profile Status will change to Ready, and the URL for Download will contain a hyperlink that can be clicked. Tuesday, February 27, 2018 ESO [Name of Document] Page 14/22
A popup will appear in your browser prompting you to open or save the file (popup blockers must be disabled or you will not be able to execute this step). The report can now be opened and viewed for further analysis. 3.6. Understanding the reports Below is a closer look at the fields contained within the report. To further understand the report, we will review and define each and how they can be used. The field names are identifical for each report, however the data that s populated will differ depending on our selection. Tuesday, February 27, 2018 ESO [Name of Document] Page 15/22
3.6.1 Summary Only PRODUCT_NO Product Part # for the line item. KPRM Key Figure Informs whether the order is firm or planned. CUST_LOC_NO Customer Loc. - UTAS Plant that has issued the order. LTA This requirement is driven by a Scheduling Agreement. RI_TYPE Replenishment Indicator Not used at this time. RI_NONRI Not used at this time. RI_TIME Not used at this time. MIN Minimum Safety Stock Not used at this time. SOH Not used at this time. MAX_QTY Not used at this time. TAR_SSL Not used at this time. SUP_SSL Not used at this time. QTY_PICK Shippable Qty Quantity that UTAS is forecasting. QTY_SNR Quantity Shipped but not received. UID_STATUS Medium Field Label Indicator on whether the UID information needs to be populated on the ASN. ORDNO Order Document Number Not used in this view of the report. ITMNO Item Number Not used in this view of the report. DUE_DATE Due Date - Not used in this view of the report. PERID0 Past due up to the date that the report was run. PERID1 First time bucket. Dependent on timebucket setup. PERID2, ETC. Remaining buckets. Dependent on timebucket setup. Tuesday, February 27, 2018 ESO [Name of Document] Page 16/22
3.6.2 Summary and Details PRODUCT_NO Product Part # for the line item. KPRM Key Figure Informs whether the order is firm or planned. CUST_LOC_NO Customer Loc. - UTAS Plant that has issued the order. LTA This requirement is driven by a Scheduling Agreement. RI_TYPE Replenishment Indicator Not used at this time. RI_NONRI Not used at this time. RI_TIME Not used at this time. MIN Minimum Safety Stock Not used at this time. SOH Not used at this time. MAX_QTY Not used at this time. TAR_SSL Not used at this time. SUP_SSL Not used at this time. QTY_PICK Shippable Qty Quantity that UTAS is forecasting. QTY_SNR Quantity Shipped but not received. UID_STATUS Medium Field Label Indicator on whether the UID information needs to be populated on the ASN. ORDNO Order Document Number Purchase Order or Scheduling Agreement #. ITMNO Item Number Line item #. DUE_DATE Due Date Delivery Due Date of order.. PERID0 Past due up to the date that the report was run. PERID1 First time bucket. Dependent on timebucket setup. PERID2, ETC. Remaining buckets. Dependent on timebucket setup. Tuesday, February 27, 2018 ESO [Name of Document] Page 17/22
3.7. Refreshing reports The data within a report can be refreshed without creating a new download profile. Select the report you wish to refresh the data for, and click Generate Download File. A message will appear saying that the profile name has been scheduled for immediate execution. Click refresh to update the data within the report. The Profile Status and URL for Download will change. The option remains to download the old report while the new report is still in process. Click refresh to update the status until the Profile Status shows as Ready. Tuesday, February 27, 2018 ESO [Name of Document] Page 18/22
4. EXCEPTIONS TO THE STANDARD WORK 4.1. Reset Time Buckets Profile If you wish to reset your time buckets, they will revert to the default SNC settings. Display Horizon: 5 years Years in Months: 1 year Months in Weeks: 4 months Weeks in Days: 0 Navigate to Demand -> Order Forecast Monitor -> Time Buckets Profiles Select the current time bucket profile, then click Change. Click Delete. Tuesday, February 27, 2018 ESO [Name of Document] Page 19/22
Click Save. With nothing in the time bucket profile list, click Go. This will refresh the time bucket profile with the system default setting. The new system default time bucket profile will be displayed. Tuesday, February 27, 2018 ESO [Name of Document] Page 20/22
4.2. Upload Report to Supplier MRP / ERP To upload Forecast reports from SNC into your own MRP/ERP system, the report must be generated in the Download Center and saved in.csv (COMMA DELIMITED) format. Other formats will likely result in errors during upload. You can then close the file to prepare to upload. Please note that it will again prompt you to save the file. Ensure that you click Yes when prompted to maintain the CSV format. Tuesday, February 27, 2018 ESO [Name of Document] Page 21/22
4.3. View Download History of Reports Go to Tools, File Transfer and select Download History Populate the Profile Number and click on Go The history will appear. Select the one you wish to view and click on the Click here to download link to view the report. The report contains the reason codes. If you wish to see the error messages click on View Log Tuesday, February 27, 2018 ESO [Name of Document] Page 22/22