OMT UPGRADE TO CONNECT Training October 1st – 3rd

TODAYS AGENDA What is changing What’s New Help Documents – How to use Demonstration

WHAT IS CHANGING OMT to Connect One place to enter standard and non-standard orders Moving from manual JDE process to automated order entry process Allowing orders for non-standard products using Hoffman Connect Price updates will happen automatically – the system is managing to the rule rather than the exception OPT to Engineering Work Order (EWO) Product Data created automatically from Sales JDE work order automatically created Automatic transfer of Pentair SolidWorks files Bi-directional updates between JDE & EWO Metrics of business unit performance

What’s New Makes non-standard orders as easy as standard orders Modified and Standard products can be on the same PO All modified orders will be placed in Connect Price and Availability now has a view for modified items including: Item cross reference information Build document and drawing links All documents attached to a quote will be visible when you place the order Automatic data transfer between systems increasing the data integrity Automatic price updates

Help Documents Step by Step instructions for: Search Order Search Quote Create Order Create Quote Rev Quote Frequently Asked Questions (FAQ’s) Definitions Approval Drawings Build Documents Clean-up Scenarios Historical Data Orders Run Status

Helpful Hints When using the help documents you can turn on the left navigation to search for words or sections in the document Click Ctrl + F to open the left navigation panel Note: Yellow Highlights in the training document indicates a change in process or new section

Helpful Hints When Searching for a quote be sure to use the item number Item information available for viewing in Connect Ordered By End Customer Name Order Hold(s) Country of Origin Delivery Instructions HTS Code Hold(s) Country of Origin Service Type Saturday Delivery Required Stocking Policy Recipient Name Line Hold(s) Recipient Phone Number Quote/Rev/Line Number End Customer ID Run Status Drawing Requirements A drawing number is required A revision number is required. Drawings numbers cannot be greater than 25 characters. If you receive an error message, click on the View/Edit Line Item link, remove the drawing and re-attach the drawing using the above naming conventions.

Helpful Hints Multiple Distributor functionality You can now enter up to five Distributors on one quote. For multiple Distributors quotes: do NOT enter a Business Contact, Business Contact Phone or Business Contact Email, as this information will print on each Distributor’s quote. Each Distributor can have the same or different multipliers. All Distributors must have the same quantity breaks. Enter the additional Distributors’ multipliers in the bottom section. Quantity breaks are now on one page. If quantity breaks are required, enter quantities in field provided, click “recalculate” button and prices will automatically be calculated. If a 1 Qty is not entered, it will be calculated behind the scenes so a price will exist for future orders.

Helpful Hints Approval Drawings The option for approval drawings will only appear for non-standard items with a run status of New or Permanent Change, additional fees may apply. Selection of an approval drawing requires additional reviews and approvals by the customer prior to the manufacturing of this product; this will affect the lead time for this item.  An engineering charge will be assessed on orders cancelled after the issuance of an approval drawing. When an approval drawing is requested, it only applies to that Sales Order. If future orders are placed before the approval drawing is approved by the customer, you must request an approval drawing on those subsequent orders as well.

Helpful Hints Item Run Status changes If you revise an item as part of the clean up effort and you know it should remain an exact re-run: Add a note in the Summary of Changes box stating, "This item is to be an exact rerun of the last order Hoffman shipped" Complete your quote. Contact your Customer Service Quoter (Super User) for run status change after the quote has been completed. If these steps are not followed prior to submitting an order you will NOT receive exact rerun lead time

CONNECT DEMONSTRATION Functionality: Why to search by item number vs. quote number How to quote non-standard items How to order non-standard items How to revise a quote Enhancements New Approval Drawing screen Enhanced view of item master cross reference data from latest completed quote (quote/rev/line, price breaks, dwg/rev, etc…) Run Status visibility Reminder: if you do quotes today you will still do quotes, if you do not do quotes you will not do quotes in the future, same with order entry.

End User Training -> Super Users -> LANDesk ONGOING SUPPORT PLAN Issues Log Reported Open Resolved Sales Reps Distributors Connect Support Bridge Kathy Goetze Francey Tinsley Kevin DeRung Deb Brisse Kellie Hord LANDesk End Customers Connect Super Users DSO’s Direct Customers Babu EWO Support Bridge Tom Erickson Richard Wolf Technical Leads Chris Sell Brett Drey Ken Beuning EWO Users EWO Super Users EWO Users End User Training -> Super Users -> LANDesk

Transition Plan Friday October 4th 3:00 pm central time start of custom order blackout period. No Enclosure custom orders until Monday. From 3:00 to end of day process all Enclosures OMT items to closed Then prevent Enclosures manual OPT items from being created During the weekend of October 5th and 6th Set up the production Connect, JDE, Enovia, Lisle S: Drive, and print room Test that all new systems are running as expected Communication to users that system changes are ready for use on Monday Monday October 7th New system changes live and available for use Bob

Questions? Go Live Monday, October 7, 2013!