Forecasts and Long Term Forecasts (Formerly Planning Schedules) Boeing Supply Chain Platform (BSCP) Detailed Training January 2015

Table of Contents Slide NumberTraining Topic 2 Forecasts process in BSCP 7 Locate forecasts 14 Navigate the Multi-Collab View (MCV) page 23 Download forecast data 31 Work with long term forecasts 1

2 Forecasts Process in BSCP

Business Process A forecast or long term forecast in BSCP gives a supplier valuable planning information related to Boeing’s requirements or demands – including part numbers, delivery dates and quantities. Forecasts are considered contractual obligations. Long Term Forecasts are not contractual obligations – they are provided for information and general planning purposes ONLY. Forecasts are an additional functionality for visibility. Blanket Release and ELC (External Load Center) orders are the contractual documents. Refer to contracts and purchase orders for more details. A long term forecast is only provided for long term visibility, it’s neither a confirmed order nor a commitment. Forecasts in BSCP are usually updated every Tuesday, and long-term forecasts are updated on the last Friday of each month. The timeline for forecasts is the next few days, weeks or months. For long term forecasts, data is typically presented as months for the next few years. Forecasts and long term forecasts in BSCP are for ‘view only’ and there is no response capability. For Boeing Winnipeg’s dock requirements during current lead-time, refer to the forecast. For demand beyond the last forecast data, refer to the long term forecast. 3 Forecast Boeing Supplier Long Term Forecast

Forecast Structure Forecasts and long term forecasts are similar in structure. They consist of multiple requirement schedules for one or more items being procured from a supplier for a given buyer site. Each requirement schedule conveys the quantity of material requested by a buyer for a particular date. FC/LTFC Schedule Agreement Header Item/site Requirement Schedule Agreement Requirement Item/site 4

“Collaborations” BSCP organizes material master data for demand planning into objects called Collaborations. A. Dimensions of a collaboration are: Buyer Part Number + Buyer Account + Supplier Code + Storage Location + Plant B. Attributes are the supporting informational data for a collaboration Collaborations define each forecast or long term forecast. When these data fields exactly match on incoming data, the collaboration is updated. If there is no exact match, a new collaboration is created in BSCP. Customer Site Item Supplier B. Attributes For example: Unit Price and Delivery Address A. Collaboration Dimensions Supplier Code Buyer Account Plant & Storage Location Buyer Part Number 5

“Run Date” The “Run Date” refers to the date that the forecast data is pulled from Boeing’s planning system and posted to BSCP. When working with the forecasts and long term forecasts in BSCP, refer to the latest ‘Run Date’ to insure that you are looking at the most current data and therefore, the latest planning requirements. If a part does not have requirements due to current inventory status or has become obsolete since the last update, the forecast and long term forecast data for that part will not be updated in BSCP. The data for that part with prior run date is no longer valid. Always apply the latest run date when you conduct a search in BSCP to view or download forecast or long term forecast information. >For forecasts, use a Run Date range within the last seven days >For long term forecasts, use a Run Date range within the last thirty days 6

7 Locate Forecasts

Search for Forecasts 1.Go to Supply Planning  Forecast  Search 2.Enter your search criteria – such as Supplier Code or Buyer Part Number and use the latest ‘Run Date’ to find the most current data Note: Searching for forecasts or long term forecasts is case-sensitive. 3.Click the Search button to search for Collaborations that match your criteria

Go to MCV Page 9 4.From the resulting list, click the checkboxes that you want to view. 5.Click the View button. The collaborations are displayed on the MCV page. If there is only one collaboration that is the result of the search, BSCP will redirect automatically to the MCV page. 4 5

Configure the Collaboration Selector Page 10 1.To modify the layout of info on the Collaboration Selector page, click the Configure icon. You can remove or add columns or reconfigure the columns. The order in which data sorts down the page can also be customized (A). For example, this page is currently set up to list the rows first by ‘Supplier Name’ (ascending order) and then by ‘Buyer Name’ (descending order). You can change the order. 1 A

Configure the Collaboration Selector Page Use the left and right arrows to move the data fields to different sections (‘Available’ means it will not be on the list page, ‘Sort Order’ determines the order of the rows). 3.Use the up and down arrows to change the location (left or right) within a section or to change the sort order priority. 4.When finished, click the Save as Default button. Note: The configuration can be edited at any time by following the same steps

New/Updated Forecasts on My Workspace 12 Shortcuts to forecast data are also listed under the exceptions on the My Workspace page. 1.From the Navigation tree, click My Workspace. 2.In the ‘Supply Network Exceptions’ section, click a number link The count is the number of collabs where one or more data points meet the High/Med/Low category*. *Categories: High = Newly posted Medium = Existing & a change Low = Existing & no changes 1 2 These links do not take into account ‘Run Dates’. That means returned items can be older than a week or month, and therefore no longer valid!

Go to MCV Page 13 3.From the resulting list, click the checkboxes that you want to view. 4.Click the View button. The collaborations are displayed on the MCV page. The default is to display 5 collaborations per MCV page, but it can be changed to display up to 20 per page. 3 4

14 Navigate the Multi-Collab View (MCV) Page

“Multi-Collab View” (MCV) Page 1.Collaborations are shown on the Multi Collab View (MCV) page, which displays data related to forecasts and long term forecasts. 2.This data is organized and aggregated in time-buckets

Overview of the MCV Page 2. Data Measures 1.Information common to all collabs listed 3. Time Buckets 4. PIT (Point-In-Time) – Date/Qty combination 16

MCV Page – Navigation 1.Highlighted below is one collaboration on the MCV page 2.Select from the drop down list to change the ‘records per page’ (default is 5 per page) 3.Use left or right arrow buttons to go to the previous or next page 4.Scroll down to see more collaborations 5.Scroll left and right to see more attribute data (left side of screen) or time buckets (right side)

MCV Page – Attributes 1.Attributes in left section of screen – describe the item in more detail, scroll left/right to view 2.Use ( ) to expand visibility to attributes on the screen 3.Use ( ) and then click on Attribute Detail to view more details of the collaboration ’ s data

MCV Page – Default Calendar View Legend (L) color coding helps differentiate the time horizon/buckets. The default timeline for forecasts is: Daily buckets up to approx. four weeks from today Weekly buckets up to next eight weeks starting the Monday, after the end of daily buckets Monthly buckets up to next 12 months starting 1 st of each month, after the end of weekly buckets >For long term forecasts, the default calendar view is 4 years of monthly buckets. Normally data will be populated for 18 to 24 months. L 19

MCV Page – Change Calendar View 1.Enter a Start Date and End Date, and/or choose the Calendar view (monthly etc.) 2.Click the Refresh button Note: This only resets the displayed view of data. It has no effect on data that was sent by the Buyer. 1. Calendar View Selectors 2. Refresh Button 20

MCV Page – Data Measures 1.When a new Forecast (or Long Term Forecast) is uploaded into BSCP, the existing Forecast data measures are rolled-over to become Previous Forecast and the new Forecast is published as the current data. 1 21

Viewing PIT Details 1.To view all Point In Time (PIT) details for a data measure, click the data measure name. 2.To view the PIT details for a specific date, click the value in the PIT cell of the calendar

23 Download Forecast Data

The ‘Download’ feature in BSCP allows you to download forecast data in an Excel format and to configure the data before you download it. 1.Go to Upload/Download  Downloads  Supply Planning  Forecast 2.Keep Forecast Download selected 3.Click Next

Download Forecast Data 4.Select the ‘Start Date’ and ‘End Date’ for the data to be downloaded 5.Click on the data measures to be included (Note: Hold down the control key to select more than one data measure.) 6.Click Next

7 8 Download Forecast Data 7.Enter search criteria to identify the collaborations to be downloaded 8.Click Search 26

9 10 Download Forecast Data 9.Click the Refresh icon until the ‘Status’ is completed 10.Then click the File Name link 11.Choose to ‘Open’ or ‘Save’ the file 27 11

‘Download Forecasts’ Button The ‘Download Forecasts’ feature in BSCP is a second option to download forecast data. It allows you to download forecast data in an Excel format and to configure the data before you download it. Use (A) Search or (B) the ‘Supply Network Exceptions’ section on My Workspace to locate the forecasts that you want to download. 28 A B

Download Forecast or Long Term Forecast Data 1.From the ‘Collaboration Selector’ page, click the Download Forecasts button. Note: The ‘Download Forecasts’ button has some limitations. If you download from the ‘Collaboration Selector’ page, you will only see the dates that are listed on that page. In order to download ALL of the forecast dates, you should download from the MCV (details) page or from the ‘Upload/Download’ workflow. 29 1

‘Download Forecasts’ Button Forecast UI Export – downloads data in same format as currently configured on screen. (Note: Use configurator icon in the top right corner to configure the screen.) Static Attribute Download – downloads data according to a template. You can choose a template that is pre-defined by BSCP, or create your own templates for future use. 2.Select Forecast UI Export 3.Click Next

31 Work with Long Term Forecasts

Long Term Forecasts The options to locate a long term forecast are the same as for a forecast. The multi-collab view page is the same as for a forecast. The process to download the data is the same as for a forecast. 32

Assistance with Forecasts For questions related to working with forecasts or long term forecasts in BSCP: >Create an online support case at For questions related to the data that is presented in a forecast or long term forecast: >Contact Boeing Winnipeg’s SCMA (Supply Chain Management Analyst) 33

End: Forecasts and Long Term Forecasts 34