Sagemcom, August, 5th, 2010€¦ · SNC Portal Supplier training document Sagemcom, August, 5th,...

SNC Portal

Supplier training document

Sagemcom, August, 5th, 2010Ph.Longuet

Ce document et les informations qu'il contient sont la propriété de Sagemcom. Ils ne doivent pas être copiés, ni communiqués à un tiers sans l’autorisation préalable et écrite de Sagemcom.

SNC Portal training

Summary

• Navigation• Find / Display a Purchase Order

• Follow the PO backlog• Enter PO confirmation

• Find / Display Forecast• Enter planned delivery

• Find / Display “Plan d’Arrêt de ligne (PAL)”• Find / Display a scheduling agreement

• Enter Confirmation for schedule lines of the scheduling agreement• Find / Display Advanced Shipping Notification (ASN)

• Enter an ASN• Find / Display Alerts

• Customize alert notification (Email)• Quick view

2

Ce document et les informations qu'il contient sont la propriété de Sagemcom. Ils ne doivent pas être copiés, ni communiqués à un tiers sans l’autorisation préalable et écrite de Sagemcom. 3

Connection to SNC

! Click on

! Enter the user ID and password

! Click on OK

Rules

! To log on the SNC portal as a unique user

! To be recognize as a defined supplier in the system

Objectives Connection to the serverURL: http://www..sagemcom.com/suppliers/ then SNC portal

Change yourPassword at

the firstconnection

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Connection to SNC

! Click on

! Enter the user ID and password

! Click on OK

Rules

! To log on the SNC portal as a unique user

! To be recognize as a defined supplier in the system

Objectives Connection to the serverURL: http://www..sagemcom.com/suppliers/ then SNC portal

Change yourPassword at

the firstconnection

2

1

3

2

1

3


Basic navigation

! To start a transaction, click on the relevant menu, the submenu (depend of the menu) and the transaction

! To go back to the previous screen, click on

! To go back to the next screen, click on

! To select the screen to reach, click on

Rules

! To start a transaction

! To navigate through the previous screens…

Objectives Menu Path: Available on all screens

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1

1

2

Never use the navigations

options of the internet

navigator

Menu bar


Homepage customizing

! To define the current screen as the homepage of the SNC portal, click on

Rules

! To define the first screen after connection (PO list, Alert monitor, quick view…)

Objectives

1

1

Menu Path: Available on all screens


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Display a Purchase Order

! Enter the PO number

! Click on

Rules

! To display a Purchase Order in the SNC Portal from the PO number

Objectives Menu Path: Purchase Order > Purchase Order Details

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1

21


Purchase Order Structure

! The Purchase Order is separated into 3 parts

! The header data relevant for the whole Purchase Order

! The PO item list that summarize the items information

! The item details

Rules

! To display all Purchase Order information


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The PO Header

! Main information (by tab)

! General: PO number, Supplier, distribution status of the PO

! Terms: Payment terms, Incoterms

! Contacts: SAGEMCOM correspondent

Rules

! To find the data relevant for the whole Purchase Order

Objectives

2

1

3

1

Menu Path: Purchase Order > Purchase Order Details

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3


The PO items – options 1/3

! Each user can customize its own PO item list by clicking onA new part appears that allows:

! (tab “Column selection”): Add/remove some column of the item list table or to change the column sequence

! (Tab “Sort”): Add sorting condition on the table

Rules

! Complete list of all the items of the Purchase Order

Objectives

1

1

2

Select a line of one of the table (Hidden

column or displayed column) and click on

Add / Remove

Select a line in the table Displayed column and change the sequence2

Select a line in the table Unsorted columns and

add it.Adjust the sort direction

and the sequence




! (Tab “filter” ):Add a filter condition on a column of the PO item list table

! (tab “ Display”):adjust the number of rows and columns displayed simultaneously (without action on scroll bars)

Rules

3

4


3

4

Select a column in the drop down list, click on

“add” and enter the filter value

Adjust the displayed rows and columns


Objectives




! Save the modifications by clicking on Give a variant name to the new settings (If « Initial view » is ticked, , these settings will be applied by default for all PO)Finally click on

! Click on OK to hide the setting screen

! All the variant saved by the user remain available in the drop down list at the top of the item list

Rules

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Objectives

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PO Item details 1/3

! Schedule lines: Schedule lines of the selected item. 3 types of schedule line exists: Request (= SAGEMCOM requirement), Confirmed (= supplier Acknowledgment), ASN-confirmed (=Advanced Shipping notification entered by the supplier)note: the same customizing is possible in this list and in the item list.

! Product: Product details (ref, description, Manufacturer…)

Rules

! To display the complete data of each item

Objectives

1

1

2

2



PO Item details 2/3

! Quantities price: Net price, currency

! Sites: Supplier location address (= ship-from location), customer location address (= customer location) and shipping address (= ship-to location)

Rules

3

3

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Objectives


PO Item details 3/3

! Reference Document: Sales Order Number (= Acknowledgement number entered by the supplier)

! Delivery: Delivery date and shipping dateNote that SAGEMCOM use INCOTERMS at PO header level

Rules

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6



Objectives


Purchase Order Notes (text)

! Click on

! In the new screen, select a text category to display it (Notes for PO header, Notes for items…)

! Note: it is possible to identify the notes on a PO in the General tab of the header data and in the item list (columns notes)

Rules

! To display PO texts (entered by SAGEMCOM) or notes entered by the supplier during the confirmation process

Objectives

2

1

1

2


Notes identification


PO History

! Click on

! In the new screen, select a PO version and click on The system display the selected version.Note that it is only possible to display the version

Rules

! To visualize previous version of the Purchase Order

Objectives

2

1

1

2



PO version comparison

! Click on

! In the new window, select 2 version of the document to compare and click on

The system displays the comparison table of the selected versions. The details of the modification can be accessed by clicking on

Rules

! To identify the differences between 2 versions of the same document

Objectives

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1

2

3

3

1



Purchase Order Overview

! To find list of Purchase Order

Objectives

! The screen is splitted in 2 parts

! The Selection criteria

! The result list

Rules

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2

Menu Path: Purchase Order > Purchase Order Overview


PO overview - selection

! Selection criteria to use in priority are- Customer location- Product- Delivery date

! Once the selection done, click on

! Note: it is possible to save the selection by clicking on and then on

! Give a name to the variant and click on

! The new variant is then available in the drop down list

Rules

! To filter the Purchase Orders according to the need

Objectives

1

2

1

2

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3

4

4



PO overview - Results

! To filter the Purchase Orders according to the need

Objectives

! The same customizing options are available in the result list than in the PO item list: filtering, sorting, column sequences…

One difference: it is not possible to change the first column of the list (PO number)

! It is also possible to export the list to Excel using the button

Rules

!The first column is not changeable



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Display the Worklists (backlog)

! It is possible to manage worklist.Each worklist has its own selection criteria . Each user must define its own worklist.

! To be sure that the list displayed is well updated, click on

! To refresh all the lists, click on

Rules

! To have the overview of On-going Purchase Order

Objectives

1

1

Lists can be displayed as tab or as link classified by category

Menu Path: Purchase Order > Purchase Order worklist


Worklists settings

! To have the overview of On-going Purchase Order

Objectives Menu Path: Purchase Order > Purchase Order worklist


It is possible to “freeze” column at the left of the screen.


Rules

Ce document et les informations qu'il contient sont la propriété de Sagemcom. Ils ne doivent pas être copiés, ni communiqués à un tiers sans l’autorisation préalable et écrite de Sagemcom.26

Define a new query

! Click on

! Select the query « object type »and click on

! Enter the selection criteria and click on

! Enter the request name (the request name will be displayed on the request tab or under a link in the appropriate category) and click on (tick « Activate query »)

Rules

! To define a new worklist of Purchase Order to follow

Objectives

1

2

3

1

2It is possible to create 4 types of query:- Confirm & Publish PO items- PO items- Cancelled / Blocked PO items- PO to be published (DO NOT USE)

Among the selection criteria it is possible to use-Customer location- Product-Delivery dates (range)-Purchase Order Number-Manufacturer Part Number, Manufacturer

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4



Change an existing query

! Display the query to modify and click on

! Complete / change the selection criteria

! Click on

! The query is modified and will be displayed with these new settings at the next connection

Rules

! To change a worklist of Purchase Order to follow

Objectives

1

2

3

1

2

3



Quick selection criteria 1/2

! Click on

! Change the selection criteria

! Click on

! Hide again the quick selection criteria by cliquing on

Rules

! To define quick selection criteria to manage the worklists

Objectives

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2

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1

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4




! It possible to change the list of quick criteria in each query

! Click on

! At the end of the selectionparameters, click on

! Select the criteria to add to the quicksearch

! Click on (X2)

Rules

! To define quick selection criteria to manage the worklists

Objectives

1

2

3

4

2

3

4

1



Management of the query

! To change the management of the queries, click on

! In the tab Personalize view it is possible to deactivate some queries (not displayed anymore in the tabs), delete them, rename them, create categories and change the category affectation

! In the tab Layout, it is possible to change the display mode of the different queries (tab or link classified by category)

Rules

! To manage the queries (worklists): create categories, delete old queries…

Objectives

1

2

3

1

2

3



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Confirmation from the PO details 1/2

! Display a PO with missing confirmation

! Switch to change mode by clicking on

! Select the PO item to confirm

! Click on at the item list level to create 1 Schedule line type « confirmed » for each schedule line of type « confirmed »

Rules

! To enter a confirmation in the PO details screen


1

2

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1

2

3

!Note: In case the PO items contains a delivery schedule (more than one « requested » schedule line type request) it is possible to create individual schedule line by selecting the request to be confirmed and by clicking on at the schedule line level


Confirmation from the PO details 2/2

! Adjust the confirmed delivery date and quantities of the new schedule lines (type « confirmed »)Note that the system calculates automatically the shipping date according to internal customizing (duration of the transport between supplier and the customer location)

! Complete the confirmation for the other items

! Publish the document by cliquing on to « formalize » the confirmation

! Confirm with

Rules

! To enter a confirmation in the PO details screen


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!Note: It is also possible to save a preliminary version of the supplier confirmation by clicking on In this case, the customer can see the confirmation if he displays the PO but the status shows that the confirmation is not validated by the supplier and the information doesn’t update the other process.


Conf. from the PO details with note

! To enter a note during the confirmation


! Display a PO with missing confirmation

! Switch to change mode by clicking on

! Select the PO item to confirm and click on the note column

! In the new Window, click on

! Select a reason code in the drop down list and enter a free text

! Click on The system automatically add the date of modification and the User Name

! Click on

! Save or publish the Purchase Order

Rules

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3

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5

!Note: the note is indicated in the PO Items list


Exact Confirmation from the PO Worklist

! Select a worklist in the category Confirm&Publish Purchase Order Items (supplier). The list only include PO items that still have a Due quantity <>0.

! Tick the box “Confirm as requested” (Conf.Rqstd)

! Enter the Confirmation number

! Click on

Rules

! To enter a confirmation from the PO Worklist that match exactly with customer requirements


1

3

2

1

3

2

!Note: it is not possible to save a preliminary version of the confirmation with this screen. Only one possibility: Save and publish at the same time


Conf. with deviation from PO Worklist


! Enter the Confirmed Quantity (Conf. Qty) the confirmed Delivery Date (CDD) and the Confirmation number

! Click on

Rules

! To enter confirmation from the PO Worklist that deviate from the customer requirements


1

2

1

2


Partial Confirmation from the PO Worklist


! Click on the R:C column of the PO item to confirmR:C = Number of Requested Schedule line for the PO item : Number of Confirmed schedule line for the PO item

! In the new window, select the requested schedule lines to confirm and click on

! Adjust the confirmed delivery date and quantities in the new schedule lines

! Enter the confirmation number

! Click on

! Back to the list, click on

Rules

! To complete confirmation from the PO Worklist (for example, part of the quantity has been confirmed on a PO item, and the supplier confirm the missing quantity


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Confirmation follow up - Requirement list

! In the query selection criteria, enter «Requirement elements » = ORDC (Purchase Order confirmation).

! The other criteria allow to focus on a customer location, a product…

Rules

! To find the list of confirmation sent to the customer

Objectives Menu Path: Delivery > Receipts and requirements >


Confirmation follow up - « Quick View »

! Enter the transaction

! The Key Figure « Purchase Order : Items to be confirmed by change date » gives a synthesis of all the item to confirm (more information in part « quick view »)

! Click on a segment of the chart or on a number in the table

! The system redirect on the PO Worklist and build automatically a query that correspond to the segment selected

Rules

! To find all the PO items to confirm in 2 clicks

Objectives Menu Path: Exceptions > Quick view

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Confirmation follow up – Alert Monitor

! The system generates the following alerts:- Purchase Order Rejected- PO item rejected- Partially confirmed PO item- Late confirmation (confirmed delivery date lies after the requested delivery date)- Confirmation rejected (in case of deviation, the customer can reject the confirmation of the supplier- New note for order- Supplier’s purchase order confirmation Overdue.

Rules

! To find the alerts that correspond to confirmation to identify the deviation

Objectives Menu Path: Exceptions > Alert Monitor

To find the alerts that corresponds to Purchase Orders, select the alert category = PURCHASE « Purchase Order Alert »


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Order Forecast Monitor (OFM)

! In the Order Forecast overview, the system display a list of couple (Stock item – customer location). Each couple is represented by a single line in the synthesis except if it exists several Manufacturer for the product. In this case the monitor display one line for Manufacturer reference with demand on it..

! For each line, the system display the 10 first status of the supplier answers to the forecast

Rules

! To follow the customer forecast and firm demand (PO) for products

Objectives

Case of a product with several manufacturer: one line for each manufacturer reference with published forecast

Forecast answer status

red> 5

orange-2 < X < 5

green0

red<-2

CouleurDeviation(%)

Menu Path: Demand > Order Forecast Monitor > Order Forecast overview


Order Forecast Monitor (OFM)

Rules

! To follow the customer forecast and firm demand (PO) for products

Objectives Menu Path: Demand > Order Forecast Monitor > Order Forecast overview

! It is possible to manage worklist.Each worklist has its own selection criteria . Each user must define its own worklist.





OFM List management

! To adapt the list to the business needs

Objectives Menu Path: Demand > Order Forecast Monitor > Order Forecast overview




Rules


Define a new query

! Click on




Rules

! To define a new list of forecast Order to follow

Objectives

1

2

3

1

2 It is possible to create 1 type of query:- Order Forecast Monitor Overview (supplier)

Among the selection criteria it is possible to use-Customer location- Product-Manufacturer Part Number, Manufacturer

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46


! Display the query to modify and click on


! Click on


Rules

! To change a list of forecast Order to follow

Objectives

1

2

3

1

2

3

1



! Click on


! Click on


Rules

! To define quick selection criteria to manage the lists

Objectives

1

2

3

4

1

2

3

4





! Click on

! At the end of the selection parameters, click on


! Click on (X2)

Rules


Objectives

1

2

3

4

2

3

4

1



Management of Forecast queries




Rules

! To manage the queries (lists): create categories, delete old queries…

Objectives

1

2

3

1

2

3



Display Forecast details


! Select the line to display

! Click on

! Jump to transaction « Order Forecast Details – product view »

! Note: it is possible to start directly with this transaction. In this case, all the selection criteria must be filled manually.

Rules

! To give the details of the forecast : dates and quantity

Objectives

1

2

3

1

2

3



Forecast details

! To give the details of the forecast for a couple Product –customer location : dates and quantity

Objectives

! The Order Forecast Monitor is separated in 2 parts

! The Product data that give information on the displayed couple (product – customer location) last updates, and MPN information

! Requirements and receipts per period (day, week, month or year)

! Note: it is possible to display the results as a graphic

Rules

2

1

2

1

Menu Path: Demand > Order Forecast Monitor > Order Forecast details – product view


Forecast details

! Displayed Key figures

! Customer planned Requirements: Planned Order and Purchase Requisitions (without validated Purchase Order) and schedule lines of type forecast for Scheduling agreement release published on SNC

! Customer Firm Requirements: Validated PO published in SNC and Firm schedule lines of Scheduling agreement release published on SNC

! Supplier planned receipts: Supplier’s answers to the forecast. This value is entered directly in the grid.

! Supplier firm receipts: PO confirmation entered in the SNC portal and firm schedule lines of Schedule Agreement Release (the system considers them validated by default)

Rules

The system propose 4 other Key figures that allow to compare requirements and supplier « receipts »:- Forecast difference (%) - Forecast difference (quantity)- Firm difference (%)- Firm difference (Quantity)

! To give the details of the forecast for a couple Product –customer location : dates and quantity

Objectives Menu Path: Demand > Order Forecast Monitor > Order Forecast details – product view



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Forecast Details - Action

! It is possible to export the grid in Excel by clicking on

Rules

! To export and analyze OFM details

Objectives


Time Buckets Profile

! Click on

! Check that the screen is well on edit mode (click on if necessary )

! Adapt the grid parameters

! Choose the selection mode « save for this for the location product only »

! Click on

! Go back to the grid with

! Note: il is then necessary to refresh the data of the screen (refresh button in the synthesis screen).

Rules

! To optimize the Forecast grid and to

Objectives

1

2

3

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1

2

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6

Total display horizon

Number of week to display in days

Number of months to display in weeks

Do not use

Start offset (positive and negative value accepted)

Number of Year to display in months



Forecast, global view

! In this transaction, there is no limitation of the selection by couple customer location -product.

! It is possible to display the forecast of a product in all customer location (if there are forecast for each location).

! The selection criteria must be filled manually

Rules

! To change the aggregation level of forecast

Objectives Menu Path: Demand > Order Forecast Monitor > Order Forecast details


Forecast, global view - selection

! Click on

! Complete the selection criteria

! Click on

Rules

! To change the aggregation level of forecast

Objectives

1

2

3

1

3

2

Menu Path: Demand > Order Forecast Monitor > Order Forecast details


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Enter Planned receipts

! Display the forecast details

! Change the Grid arrangement of the monitor to “Overview – In Transit Information – Multi sourcing mode”

! Enter the planned receipts and validate (keyboard)

! Click on

! Note: The same option is available on the forecast global view: Demand > Order Forecast Monitor > Order Forecast details

Rules

! To answer to the customer planned requirements

Objectives Menu Path: Demand > Order Forecast Monitor > Order Forecast details – product view

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SMI Monitor - PAL

! To follow the stock status and its evolution with planned demand and shipment

Objectives

The system displays the projected stock status

blueProjected stock exceeds the maximum stock

greenProjected stock is between min and max stock level

orangeProjected sock is below the minimum stock

RedProjected stock is null or <0

ColorVariable

Menu Path: Replenishment > SMI Monitor > SMI overview

! In the SMI Monitor Overview, the system displays a list of couple (Stock item – customer location). Each couple is represented by a single line in the synthesis.

! For each line, the system display the 10 first status of the projected stock: stock null, above max stock, below max stock level, below min

Rules


SMI Monitor - PAL

Rules

! To follow the stock status and its evolution with planned demand and shipment

Objectives

! It is possible to manage worklistin the SMI Monitor.Each worklist has its own selection criteria . Each user must define its own worklist.





1

1


SMI Monitor List management

! To adapt the list to the business needs

Objectives




Rules



Define a new query

! Click on




Rules

! To define a new SMI Monitor list

Objectives

1

2

3

1

2 It is possible to create 1 type of query:- SMI Monitor (supplier)

Among the selection criteria it is possible to use-Customer location- Product-Manufacturer Part Number, Manufacturer

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! Display the query to modifie and click on


! Click on


Rules

! To change a SMI Monitor list

Objectives

1

2

3

2

3

1Menu Path: Replenishment > SMI Monitor > SMI overview



! Click on


! Click on


Rules


Objectives

1

2

3

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3

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1





! Click on

! At the end of the selectionparameters, click on


! Click on (X2)

Rules


Objectives

1

2

3

4

2

3

4

Menu Path: Replenishment > SMI Monitor > SMI overview1


Management of SMI Monitor queries




Rules

! To manage the queries (lists): create categories, delete old queries…

Objectives

1

2

3

2

3

Menu Path: Replenishment > SMI Monitor > SMI overview1


Display SMI Monitor details

1

2

3



! Select the line to display

! Click on

! Jump to transaction «Replenishment – SMI Monitor – SMI Details »

! Note: it is possible to start directly with this transaction. In this case, all the selection criteria must be filled manually.

Rules

! To give the details of the Projected stock for a couple product – customer location : dates and quantity

Objectives

1

2

3



2

1! To give the evolution of the

projected stock for a couple Product – customer location : dates and quantity

Objectives

! The Order Forecast Monitor is separated in 2 parts

! The Product data that give information on the displayed couple (product – customer location) last updates

! Stock level per period (day, week, month or year)

! Note: it is possible to display the results as a graphic

Rules

2

1

Menu Path: Replenishment > SMI Monitor > SMI Details – Product view



! Displayed Key Figures:

! Demand: gross demand sent from the customer backend system

! Planned Receipts: Key Figure that allows to make replenishment simulation

! PO Ordered: Ordered quantity

! PO confirmed: PO quantity confirmed by the supplier in SNC

! In Transit quntity: Quntity confirmed (by the supplier) with an ASN

! Projected stock

Rules

The projected stock is calculated as follow:Projected stock = projected stock of the previous period – Demand + PO confirmed

! To give the evolution of the projected stock for a couple Product – customer location : dates and quantity

Objectives Menu Path: Replenishment > SMI Monitor > SMI Details – Product view


SMI Monitor details - Action

! It is possible to export the grid in Excel by clicking on

Rules

! To export and analyze the SMI details

Objectives Menu Path: Replenishment > SMI Monitor > SMI Details – Product view


Time Buckets Profile

! Click on

! Check that the screen is well on edit mode (click on if necessary )

! Adapt the grid parameters

! Choose the selection mode « save for this for the location product only »

! Click on

! Go back to the grid with

! Note: il is then necessary to refresh the data of the screen (refresh button in the synthesis screen).

Rules

! To optimize the SMI grid

Objectives

1

2

3

4

5

6

1

2

3

4 5

6

Total display horizon

Number of week to display in days

Number of months to display in weeks

Do not use

Start offset (positive and negative value accepted)

Number of Year to display in months

Menu Path: Replenishment > SMI Monitor > SMI Details – Product view


Projected stock, global view

! In this transaction, there is no limitation of the selection by couple customer location -product.

! It is possible to display the projected stock of a product in all customer location (if there are data for each location).

! The selection criteria must be filled manually

Rules

! To change the aggregation level of SMI Monitor

Objectives Menu Path: Replenishment > SMI Monitor > SMI Details


Projected stock, global view - selection

! Click on

! Complete the selection criteria

! Click on

Rules

! To change the aggregation level of SMI Monitor

Objectives

1

2

3

1

3

2

Menu Path: Demand > Order Forecast Monitor > Order Forecast details


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Find a Schedule Agreement Release

1

2

! To display the list of scheduling agreement release

Objectives

4

Menu Path: Release > Release overview

! Selection criteria to use in priority are- Customer location- Product- Scheduling agreement number- Confirmation





Rules

1

2

3

4


SA Release List 1/2



Rules

! To display the list of schedullingagreement release

Objectives Menu Path: Release > Release overview


SA Release List 2/2

! It is possible to download a scheduling agreement release by selecting it in the list and clicking on

! To display the details of a scheduling agreement release, select the relevant line in the list and click on

Rules

1

1

2

2

3! To display the list of scheduling agreement release

Objectives Menu Path: Release > Release overview


SA Release Structure

! The Release details are separated into 3 parts

! The Release History that contain the list of all the release published on the SNC portal

! The Release details

Rules

! To display all Scheduling Agreement Release information

Objectives

2

1

2

1

Menu Path: Release > Release Details


The Release Details


! Schedule lines: List of the schedule lines of the displayed release

! Release Header: Supplier, reference document, product, Release number…

! Customer location / Ship-to location: Location and ship-to address

! Confirmations: List of the confirmation entered by the supplier in the SNC Portal

Rules

2

1

3

1

2

3


! To display all Scheduling Agreement Release information

Objectives

4

4


Release List - Action

! To display the details of a Release (for example a previous one) select the release in the list and click on

! To display the notes associated to a Release select the release in the list and click on

! To display the list of the Advanced Shipping Notification (ASN) associated to the a release, select the release in the list and click on

Rules

2

1

3

21 3

Note: The same customizing options are available at the schedule line level than in the result list: filtering, sorting, column sequences… Click on


! To display the list of scheduling agreement release

Objectives


Release comparison

! Click on

! Select 2 release in the release listNote: If only one line is selected, it would be compared to the last release

! Click on

Rules

! To compare 2 Scheduling Agreement release

Objectives

2

1

3

2

1

2

3

The system compare the schedule lines of the selected release


To select more than one line, use « Ctrl » of the keyboard


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Acknowledge a SA Release

! The supplier must enter a global acknowledgement to the Scheduling Agreement Release when he first see the new Release.It allows SAGEMCOM to know that the supplier received the new release and that he takes it in consideration

! Select the last Release of the agreement

! Click on

Rules

! To enter a Global Acknowledgement for the Release

Objectives Menu Path: Release > Release Details

!Note: The supplier can easily identify new SA Release in the « Quick View » using the Key Figure « SA Release: Items by Release Date »

1

1


Schedule Lines confirmation

! The supplier must enter a confirmation for each requested schedule line of the release. This information is used by SAGEMCOM and integrated to the planning.

! Display the last release of the Scheduling Agreement and select the tab “confirmations”

! Select the schedule line to confirm and click on

! Adjust the quantities and dates

!Click onDo not use

Rules

! To enter detailed confirmation for each schedule line of the SA release

Objectives Menu Path: Release > Release Details

2

1

21

3

4

3

4

!Note: It is possible to enter more than one confirmation per schedule line. In this case, select the line and click onThe system will generate automatically a new confirmation line


Confirm with Notes

! The supplier can enter a note during the confirmation or the acknowledgment.

! Select the relevant Release

! Click on

! Select a Reason for the note in the drop down list

! Enter a free text

! Click on

! Go Back to the previous screen

! After refreshing the screen, the system indicates that a note is now available on the Release

Rules


2

1

2

1

3

4

4

! To enter a note during the confirmation

Objectives

35

6

5

6


Confirmation follow up - Requirement list

! In the query selection criteria, enter «Requirement elements » = SCSA (SA Confirmation).

! The other criteria allow to focus on a customer location, a product…

Rules

! To find the list of confirmation sent to the customer

Objectives Menu Path: Delivery > Receipts and requirements > Receipts and requirements List


Confirmation follow up – Alert Monitor

! The system generates the following alerts:-Mismatch between Acknowledgement & Schedule line confirmation- New note for Release- Date of ASN not equal to equal to date inside scheduling agreement

Rules

! To find the alerts that correspond to confirmation to identify the deviation

Objectives Menu Path: Exceptions > Alert Monitor

To find the alerts that corresponds to Purchase Orders, select the alert category = RELEASE « Release Alerts »


SNC Portal training

Summary








89


Display Advanced Shipping Notification

1

2

4

3

Menu Path: Delivery > Advanced Shipping Notification > ASN Overview

! To display the list of Advanced Shipping Notification (ASN)

Objectives

! Selection criteria to use in priority are- Customer location- Product- ASN Number- Confirmation





Rules

1

2

3

4


ASN List – actions



! To visualize ASN details, select the line in the list

! Click on

Rules

1

2

1

2Menu Path: Delivery > Advanced Shipping Notification > ASN Overview

! To display the list of Advanced Shipping Notification (ASN)

Objectives


ASN Structure

! The Purchase Order is separated into 3 parts

! The header data of the Advanced Shipping notification

! The ASN item list

! Note: The ASN can refer to several purchasing documents

Rules

! To display all information of the Advanced Shipping Notification

Objectives

2

1

2

1

Menu Path: Delivery > Advanced Shipping Notification > ASN Details


The ASN Header


! General: ASN number, customer location, ship-from location (supplier), delivery date, shipping date…

! Shipping details: Means of transport, Incoterms

! Admin. Details: ASN creation date

! Address details: address of the customer, supplier, ship-to address…

Rules

! To find the data relevant for the whole ASN

Objectives

2

1

3

1

2

3

4

4

Menu Path: Delivery > Advanced Shipping Notification > ASN Details


ASN items

! Main information:- Product- Purchasing document type- Purch. Doc number- ASN Quantity- Available date- volume…



Rules

! To have the list of all the items concerned by the delivery with the reference to the purchasing documents

Objectives Menu Path: Delivery > Advanced Shipping Notification > ASN Details


SNC Portal training

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95


Create an ASN from a Purchase Order

! Select the items of the list that will be added to a new ASN

! Click on

! Complete the ASN reference (20 characters length max) and the other details of the ASN (delivery date, quantity…)Note that all the date are filled with the PO data

! Click on

Rules

! To create an ASN directly from the Purchase Order


2

1

2

1

3

3

4 The ASN is created with the reference to the PO item


Purchase Order related ASN

! Select the items of the list

! Click on

Rules

! To find all the ASN associated to the PO


2

1

2

1


Create an ASN from a SA Release

! Select the items of the list in the « schedule lines » tab that will be added to a new ASN

! Click on

! Complete the ASN reference (20 characters length max) and the other details of the ASN (delivery date, quantity…)Note that all the date are filled with the Scheduling Agreement data

! Click on

Rules

! To create an ASN directly from the Release of a scheduling Agreement

Objectives

2

1

3

4


2

1

The ASN is created with the reference to the Schedule Agreement item

4

3


Scheduling Agreement Related ASN

! To find the ASN linked to a Scheduling Agreement Release

Objectives

! Select the SA Release for which we want to display the ASN

! Click on

Rules

2

1

2

1



SNC Portal training

Summary








100


Alert Monitor

! The Alert Monitor is separated into 3 parts

! Selection: allows to filter the system alerts

! Statistical View: represent the results under a customizable table

! Alert details

Rules

! To display the alerts generated by the system

Objectives

1

2

3

1

2

3

Menu Path: Exceptions > Alert Monitor


Alert selection

! To filter the system alerts according to its activity in the portal

Objectives

Usefull values for Alert categoory

-PURCHASE for Purchase Order alerts

-RELEASE For Scheduling Agreement Releas

-DELIVERY For ASN alertsNote that this selection parameter is mandatory

1

23

4


! Selection criteria to use in priority are- Customer location- Product- Alert Category





Rules

1

2

3

4


Build the synthesis table

! The system allow to use 4 grouping criteria to build the table. The last criteria gives the number of alerts that correspond to the selection

! The system select by default the first criteria. It is not necessary to use the 4 criteria. In this case, select the white value (first value of the drop down list)

! Once the table is built, it itpossible to display the alerts by clicking on the numbers in the ast columns (last )

Rules

! To build a synthesis table of the selected alerts

Objectives

!Example of selection criteria:- Alert type (descr.)- Location- Alert priority in “display alerts by”

1

2

1

2



Alert details

! To identify the purchasing document responsible for the alert generation

Objectives

! Each alert has a unique alert number and refers to a single purchasing document (Purchase Order, Scheduling Agreement Release…)

! The system generates alerts automatically in case of « incorrect » behavior

! Some alerts are deleted automatically when the responsible phenomena disappear. The other are deleted automatically after 1 month.

Rules




!It is also possible to enter notes on alert with button

105

Alert details – Actions

! More alerts details are available by clicking on

! The system jump to the document responsible for the alert by clicking on

! It is possible to give a reading status to the alert by clicking on

It s then possible to filter the alerts with this criteria

! Depending the user authorization, it is possible to delete the obsolete alerts manually by clicking on

Rules

1

2

3

4

1 2 3 4

!Example of « Form » view !Example of jump to a Purchase Order


Objectives


Alert details – Settings



Rules


Objectives

Note: 4 first column are « frozen »



Confirm an Alert

! To set a reading indicator that will allow to filter the alert (using selection parameter)

Objectives

! This operation cannot be cancelled

! Select the alert to confirm

! Click on

Rules

1

2

1

2

!Confirmation status is changed to « Y ».



SNC Portal training

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108


Customize Alert Notification

! Create (and save) a selection variant, Click on to set the notification (= Email service for the alerts of the variant)

! Complete the notification parameters and click on

Rules

! To receive the alert by Email immediately after their generation of periodically

Objectives

1

2

1

!Enter the validity period

!Enter the minimum alert priority for notification, the frequency of notification

!Enter the UseriD and the Mail address of the recipient

!To deactivate the profile without delete it, untick the box

!Select the Message channel: EMAIL



SNC Portal training

Summary








110


« Quick View »

! The « quick view » gives an overview of the activity in the system through 6 Key indicators. The information is proposed under 2 different forms (with exactly the same information: Table or histogram.

! To refresh the Quick View information, click on

! To display the lists of documents represented in the different indicators, : )

Rules

! To have a synthetic view of the activity in the SNC Portal

Objectives

1

1

2

2

Menu Path: Exceptions > Quick View


« Quick View » Key Figures 1/3

! Purchase Order: Items to be confirm by change date – This Key Figures gives an overview of missing confirmation for PO:- New PO items- Changed PO items- All PO items to be confirmed

! Purchase Order: Items by ASN Due date – This Key Figures gives the lists of PO item with expected ASN by due date (delivery date of the item)

Rules

! Purchase Order Key Figures

Objectives

Navigation note: If you navigate from a segment at the end of a key figure bar, the system also considers the order documents that the key figure bar displays to the left of the segment. .




! Purchase Order: Cancelled / Rejected Items by Change Date – List of the items cancelled by the customer of rejected

! Purchade Order: Items in the Approval process by change date – Gives the list of PO items with confirmation in deviation that were rejected by SAGEMCOM or still need to be confirmed by SAGEMCOM

Rules

! Purchase Order Key Figures

Objectives Menu Path: Exceptions > Quick View



! Scheduling Agreement and Advanced Shipping Notification Key Figurers

Objectives

! SA Release: Items by release date – This Key Figures give the list of SA Release rejected or not acknowledged by the supplier

! ASN Status by Delivery Date –This Key figures gives the status of the ASN created by the supplier in the portal. The ASN are updated after the Good Receipt has been done in the customer backend.(Note: The receipt information won’t be updated immediately after the Go-Live. Expected for End of 2010)

Rules



Personalize the Quick View 1/2

! Click on

! Select the relevant Key Figures (tick box)

! Click on

Rules

! To remove useless indicators

Objectives

1

2

3

1

2 3



Personalize the Quick View 2/2

! Click on

! Complete the selection parameters

! Save the variant byclicking on


! Finally, click on

! The Key Figures are calculated with the new parameters

Rules

! To focus on the different area of activities

Objectives

1

2

3

1

2

3

4

5

5

4



Questions / Answers

Questions / Answers

Cédric CHEVAL

Sagemcom, August, 5th, 2010€¦ · SNC Portal Supplier training document Sagemcom, August, 5th,...

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Transcript of Sagemcom, August, 5th, 2010€¦ · SNC Portal Supplier training document Sagemcom, August, 5th,...