Overview & Basic Functionality Training Presentation for Supply Chain Platform: Rolls-Royce May 2013
Initial Login Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
No Change to Access - Go to www.myexostar.com Subsequent Logins Once you have completed your first time login, each subsequent time you can follow the normal login procedure. To do this, point your browser to www.myexostar.com Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Enter your same login credentials Subsequent Logins Enter your login name and password and click Login. Note the self-service links if you have forgotten your user name or password. You can also contact the Exostar helpdesk for a password reset. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Choose to Access ‘Supply Chain Platform – Rolls-Royce’ Subsequent Logins Choose SCP as the application you wish to work with Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
SCP-RR Home Page Landing Page When you log on to SCP you will be presented with this landing page. At the top you can see your name and user role, how to exit the system, book mark it, access the help files and the About link. On the left, you can see the Navigation Tree, which allows you to access different parts of the system. We recommend that you click on the My Workspace link which will take you to the SCP dashboard. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
How to Get Help with MAG or SCP-RR Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Support Options There are several ways to get assistance: Self-service case via My Exostar website Fill in an on-line form and submit it to Customer Support Live phone support with Exostar’s Customer Support Tel #: +1-703-793-7800 (from UK 0203 300 7093) Hours: 3am – 9pm EST, Monday to Friday On-line training materials Available through the ‘Help’ link in SCP Also located at www.myexostar.com, under Products Supply Chain Platform Note: To report an issue, provide as much detail as possible. It is helpful to provide screenshots, the steps that were followed, and to let us know if the issue can be repeated. Getting Help Exostar can only help with regard to how the SCP system works. If you have any questions regarding the content of any of the transactions you work on in SCP, then you will need to get in touch with your buyer contact. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Contact Support – My Exostar Site Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
On-Line Request Form Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Help Link in SCP-RR Once you can login to SCP, there are training documents under the ‘Help’ link Note: Many Help files are presented in PDF format requiring the free Adobe Acrobat Reader. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Example – Help File Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Access SCP-RR Training Materials Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Access SCP-RR Training Materials Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Access SCP-RR Training Materials Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Basic Functionality Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Basic Functionality – What’s the Same General ‘look and feel’ Navigation tree Search process Summary process Configuring screens Note: Not all business transactions that are done with Rolls-Royce will be processed through SCP-RR. Typically, the workflows you completed in the general SCP, you will now do in SCP-RR. But you will not add new workflows just because they may be covered in a training course! Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Basic Functionality - Key Differences Navigation Tree Historical Document Manager – removed Inbox – renamed to ‘Status’ and moved to the Upload/Download workflow Exceptions section – new My Workspace Transactions can be processed at the line level (on list pages) Counts occur at the ‘line’ level instead of ‘document’ level (‘schedule line’ for orders) Save filters – right on the dashboard Miscellaneous System sends out documents based on a timed ‘sweep’ – no longer a ‘Send’ button in most cases Page numbers – can enter a number to ‘jump’ to a page Configure (columns, sorting) – can be done at the header level of document detail pages, templates can easily be created and saved for future use When downloading, the column layout for the default format has changed Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Terminology - Key Differences Current Term New Term Planning Schedule Delivery Schedule Long Term Planning Schedule Long Term Forecast Order Purchase Order Order (when used for blanket agreements) Outline Agreement ASN Shipment (or ASN) Sender/Buyer Buyer Company Account Code Buyer Account Issue Date (Doc) Created (Line) Number (Doc) Line ID Amount Amt Quantity Qty Note to Buyer Supplier Message Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
An ‘Archived’ status keeps outdated information off the dashboard view Using the Dashboard Unused exceptions and summary boxes can be hidden – click the configure icon. Use drop down list to make sure ‘Purchase Orders’ are shown in the Order Summary section. Each user can set filters for their own dashboard (Buyer Name, Region etc.) An ‘Archived’ status keeps outdated information off the dashboard view Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
My Workspace – Counts at ‘Line’ Level Navigation via My Workspace As previously stated, each box in My Workspace shows a particular module of the SCP system and what is going on within that module. For example, in the Order Summary box, you will see that there are number of Order States – New, Updated, Supplier Rejected and so on. These are covered in more detail in the other training courses. You will also see that there is a Total column. Wherever you see a non-zero number, you can click the number and that will take you directly to the information that is contained in that state. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
List Pages – Also at ‘Line’ Level Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Searching Tips A maximum of 5000 records can be returned. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Administrative Functions Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Change First Page Upon Login Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Turn On/Off Email Alerts Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Configuration of Header-Level Fields Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Configuration of Data on Pages Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
Special Characters Data in SCP-RR When you enter information in SCP-RR as part of a response that will be sent to Rolls-Royce, some special characters should be avoided. For example, the ‘Supplier Comments’ field on a Delivery Schedule response can use the more basic special characters such as :*"#?~/()-;!&%_{}+,$@ []>=< But you should not enter letters with accents or special characters on them or double byte characters. Creating New Users or Orgs for SCP-RR If you create a new user for SCP-RR, or set up a new organization that needs access to SCP-RR, you should ONLY USE the basic 26 letters of the alphabet, numbers and the dash (“-”) symbol. Avoid all other special characters when registering new users or organizations for SCP-RR. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
End: Overview & Basic Functionality Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential