Blanket Purchase Orders Training Presentation for Supply Chain Platform: BAE Systems July 2012.

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Presentation transcript:

Blanket Purchase Orders Training Presentation for Supply Chain Platform: BAE Systems July 2012

Course Objectives After completing this course, you should be able to: >Understand the blanket order process in SCP >Explain the various blanket order states and action options >Access and print a blanket order >View blanket order details and attachments >Respond to a blanket order >Review changes to a blanket order SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 322-1

Blanket Order Business Process SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Business Process 1.Blanket Order: Buyers publish blanket orders to their suppliers 2.Blanket Order Response: Suppliers should respond to the blanket order 3.Blanket Order Changes: Buyers may publish changes or cancellations to previously published blanket orders. Suppliers are typically expected to respond. Blanket Order Responses Blanket Order (BPO) Buyer Supplier 1 2 Blanket Order Changes or Cancellations SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Supplier/Buyer Actions for Blanket Orders New - blanket orders are loaded into SCP in a New state, with all line items in a New state. Updated – this is a state change by the buyer, to indicate a change to the blanket order. Accepted – supplier accepts the order line. Acknowledge with Exceptions – supplier acknowledges the request, but with proposed changes Cancelled – the buyer can move a blanket order line to the Cancelled state. Closed – the buyer can move a blanket order line to the Closed state. Archived – any blanket order line that has been Accepted or Closed and has not been updated in 120 days will move the Archived state SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

View Blanket Orders SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Blanket Order Structure The blanket order has information at two levels: >Header >Blanket line items Each line item represents an item to be purchased. It does not provide the release schedule for the item. That is handled through a separate release process. Order Line Item Header Line Item A blanket order defines the agreement for an item to be procured from a supplier. It usually contains the start and end date for the agreement, total quantity and the price SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

View Blanket Orders SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

View List of Blanket Order Lines SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

View Blanket Order Details SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

View Buyer Message SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

View Attachment to Blanket Order SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Print Attachments SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Respond to Blanket Orders SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Accept a Blanket Order You will receive an alert when you have new blanket orders in SCP SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

An Accepted Blanket Order SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Acknowledge with Exceptions – Blanket Order SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential You can edit the Promise Qty and Supplier Price fields on a blanket order.

Acknowledge with Exceptions – Blanket Order SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential You can edit the Promise Qty and Supplier Price fields on a blanket order. Supplier Message is a required field if you acknowledge with exceptions.

Order Response Buttons Are Missing… For blanket orders, Accept and Acknowledge with Exceptions are end states. This means that once ALL of the lines in an order have moved to Accepted or Acknowledged with Exceptions, then the action buttons for these two states are no longer available. Note: If a change order comes through for any line in the order, then the Accept and Acknowledge with Exceptions buttons will reappear for all lines SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Blanket Order Changes SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Blanket Order Alerts SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Closed/Cancelled Blanket Orders SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Search Archived Blanket Orders SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Shipments and Invoices for Blanket Orders For shipments and invoices against blanket orders, you should follow the same process that you use with BAE Systems today (not through SCP). If you also receive discrete orders in SCP, then you may be expected to ship or invoice against them in SCP. For all business processes, your BAE Systems buyer will determine which process workflows should be handled in SCP SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Section Summary We have learned… How to access new blanket orders How to print the attached schedule agreement from BAE Systems How to accept blanket orders How to view blanket order changes SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential