Supply Chain Platform – BAE Systems Weapon Systems Suppliers Live Training Presentation - Part 2: - Basic Functionality - Purchase Orders December 2013 January 2014 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

 Navigate through the screens  Perform basic functionality in SCP  Search for your orders  Respond to your orders  Print and export your orders  Customize SCP-BAE 1 After completing this training, you should be able to:

General Navigation in SCP 2

Home Page 3

Top Toolbar 4

Top Toolbar – Help Files 5

Navigation Tree 6

Search Page - sample 7

List Page - sample 8

Expand View 9

Details Page - sample 10 Header Line Items

How to Find Your Orders in SCP-BAE 11

Options to Locate Orders There are several ways to find orders in SCP:  My Workspace – by type of document and status  Search – by search criteria  Summary – by search criteria and status 12

My Workspace 13

Results by Status 14

Search – by Business Process 15

Searching Tips Search boxes ARE case sensitive. 16

Refine the Search Criteria 17

Summary Page 18

How to Print or Export 19

Printing One Order 20

Batch Printing 21

Printing Process – part

Export 23

Open or Save the File 24

How to Customize SCP-BAE 25

Change First Page upon login 26

Turn On/Off Alerts 27

Configurator 28

Customize Columns of Data 29

Remove Columns from View 30

Change the ‘Sort Order’ for a List 31

Save as Default 32

Configure the ‘PO Details’ Page 33

Order Management through SCP-BAE 34

Discrete Purchase Orders After completing this section, you should be able to:  Understand the order management process in SCP-BAE  Explain the various purchase order (PO) states  Access and print a PO  View the details for a PO  Respond to a PO in SCP  your order response to your buyer 35

Business Process 1.Purchase Order: Buyers publish firm orders to their suppliers. 2.PO Responses: Based on published orders, suppliers must provide responses – which are confirmations (promise dates & quantities) against the requests.  Suppliers may accept orders, recommend changes, or reject the orders. 3.Purchase Order Changes*: Buyers may publish changes or cancellations to previously published orders. Suppliers are typically expected to respond. *Weapon Systems will not be using Change Orders initially. 36 PO/POC Response PO Buyer Supplier 1 2 PO Changes or Cancellations 3

Supplier Actions for Discrete Orders A new order is loaded into SCP in a New state, with all of its line items in a New state. The supplier can change a New order to these states: a. Accepted – Supplier agrees to the complete request from the buyer b. Acknowledged with Exceptions – Supplier responds with a counter proposal (i.e. a different promise date or quantity) 37

Buyer/System Actions for Discrete Orders The buyer can change an order to these states by sending in a change order to SCP: a. Cancelled – Buyer wants to cancel a schedule line or entire discrete order b. Closed – Buyer wants to close a schedule line or entire discrete order c. Updated* – buyer has made a change other than cancel or close *Weapon Systems will not be sending changes initially, so you should have no orders in this state. Schedule lines move to an Archived state when they have been in a ‘Cancelled’, ‘Closed’ or ‘Rejected’ state for more than 60 days. 38

View a Discrete Purchase Order 39

Purchase Order Structure Each line item represents a different item. Each request (or ‘schedule line’) represents a date and quantity. Each promise represents a confirmation from the Supplier. 40 Order Line Item Header Request Promise Line Item Request Promise >If a Supplier cannot meet the entire request quantity and date, he can create multiple promises against that request.

Purchase Order - Example The Purchase Order Details page has a header section at the top and line item information at the bottom. Some of the header and line item fields can be edited by a supplier. 41 Header Line Items Visible only to a Supplier

My Workspace 42

My Workspace 43

Access New Order Lines 44

Accessing New Order Lines 45

Select First New Order 46

Review Order Details 47

Print Order 48

Print Multiple Discrete Orders 49

View Order Attachments POs in SCP can have documents attached by a Buyer (not a Supplier).  A paperclip icon shows there is an attachment to a PO.  The number of attachments is shown in parenthesis next to the icon. Attachments:  Can exist at header or line item level  Can access from list page or details page  Are not exported/downloaded with an order  Are not printed with the order 50

Respond to a Discrete Purchase Order 51

SCP-BAE Process: Supplier Response to an Order 52 Locate discrete order Review order and attachments order response to Buyer Update order & Acknowledge with Exceptions (all schedule lines) Accept order (all schedule Lines) No changes *Changes order response to Buyer (Optional) Print or export order *The changes may have been discussed with the buyer off-line. Finish (Optional) Print or export order Finish

Accept an Order Schedule Line 53

Accepted Purchase Orders 54

Accepted Order - Your Order Response to the Buyer 55

Status Update on My Workspace 56

Select Next New Order 57

Acknowledge With Exceptions – Change Date 58

Acknowledge With Exceptions – Change Date 59

‘Acknowledged With Exceptions’ Order 60

Acknowledged With Exceptions’ Order – Your Response to the Buyer 61

Responding to an Order from the List Page 62 It is also possible to respond to an order from the List Page. As we covered earlier in this presentation, you can reach a list page either by searching (Order Management > Discrete Order > Search) or from the My Workspace page by clicking on the number for a particular order status. To respond from the list page, check the boxes for the lines you wish to respond to, then use the action buttons along the bottom of the page.

End: Live Training – Part 2 63