Schedule Agreements Training Presentation for Supply Chain Platform: BAE Systems July 2012.

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Presentation transcript:

Schedule Agreements Training Presentation for Supply Chain Platform: BAE Systems July 2012

Course Objectives After completing this course, you should be able to: >Understand the schedule agreement process in SCP >Explain the various schedule agreement states and action options >Locate and view the schedule agreement’s details >Respond to a schedule agreement >Review changes to a schedule agreement >View the schedule agreement details on a discrete order SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 323-1

Schedule Agreement Business Process SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 323-2

Business Process 1.Schedule Agreement : Buyers publish schedule agreements to their suppliers. 2.Schedule Agreement Response: Suppliers should respond to the schedule agreement. The system checks every two hours for new responses to be sent to the buyer. 3.Schedule Agreement Changes: Buyers may publish changes or cancellations to previously published schedule agreements. Suppliers are typically expected to respond. Schedule Agreement Responses Schedule Agreements (SA) Buyer Supplier 1 2 Schedule Agreement Changes or Cancellations 3 SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 323-3

Supplier/Buyer Actions for Schedule Agreements New – schedule agreements are loaded into SCP in a New state, with all line items in a New state. Note: If changes are made, the agreement line’s state can push back to ‘New’ from the ‘Sent’ state. Sent – supplier has completed and sent their response (which could have been to agree with the request, or to acknowledge it but with a counter proposal). Closed – the buyer can move a schedule agreement line to the ‘Closed’ state. Inactive – the system automatically moves a line to this state if the line is not included in a subsequent version of that Schedule Agreement. Archived – lines move to this state automatically after a period of inactivity SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 323-4

View Schedule Agreements SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 323-5

Schedule Agreement 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. 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 SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

View Schedule Agreements SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 323-7

View List of Schedule Agreement Lines SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 323-8

View Schedule Agreement Details SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential You can ignore the other tabs on the details page, as these other document types are not supported against schedule agreements.

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

Locate ‘New’ Schedule Agreements You will receive an alert when you have new schedule agreements in SCP. SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Respond to a Schedule Agreement SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Send – ‘Accept’ Buyer Requests If you agree with the schedule agreement ‘as is’ then you just have to select the agreement lines and click ‘Send’. The response will be sent to the buyer the next time the system sweeps (every 2 hours). SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Send – ‘Acknowledge with Exceptions’ To acknowledge a schedule agreement but with exceptions, you will still use the same status and action button of ‘Send’. Use the ‘Promise Date’, ‘Promise Qty’, ‘Reject Reason’ and ‘Supplier Comments’ fields to create a detailed response – then click Send. SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

A ‘Sent’ Schedule Agreement SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Schedule Agreement Changes SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential When a schedule agreement gets updated with a newer version by the buyer, there will be a new version published in SCP. >If the ‘Promise Date’, ‘Request Del Date’ or ‘Request Qty’ are different from the previous schedule agreement version, then the state will change to ‘New’ – this notifies the supplier that there are new schedule agreement lines that require a response >If these three fields did not change in the next version, then the state will not be changed. For the ‘Request Del Date’ and the ‘Request Qty’ fields, there are corresponding ‘Previous’ fields which show the value from the previous version of the schedule agreement. >If a new schedule agreement is posted and either of these two fields were not changed, then the ‘Previous’ fields are left blank. If a new schedule agreement version is posted and it does not include a schedule line that was previously in that agreement, then that line will go to an ‘Inactive’ state.

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

Search for Archived/Closed Schedule Agreements SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential

Schedule Agreements and Discrete Orders SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential A schedule agreement and a discrete order are linked together in SCP by having the same ‘Order Number’. A user can access the schedule agreements right from the order by going to the ‘Schedule Agreement Info’ tab on the order details page.

Shipments and Invoices for Schedule Agreements For shipments and invoices against schedule agreements, 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 schedule agreements How to respond and send schedule agreement responses How to view schedule agreement changes SCP-BAES: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential