Introduction: Engineering Work Bench (EWB) Version 1.0, the tool which is designed and developed by Flextronics, is used to validate the Approved Manufacturer’s.

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Presentation transcript:

Introduction: Engineering Work Bench (EWB) Version 1.0, the tool which is designed and developed by Flextronics, is used to validate the Approved Manufacturer’s List (AML) for the Bill of Materials supplied by the customer. The main intend of this document is to give, the user a clear and concrete picture/instructions on ‘HOW-TO’ use this tool effectively. Engineering Work Bench (eWB 1.0)

Parts found? SC : Approved? CA – Create workflow in eWB CE – Works on BOM items PL – Review project information, Assign CE CE : AML validation - Search for best-fit parts against catalog Select Parser, Attach BOM, Assign PL Define parsing rules Get Initial hit-rate against Catalog and MDM YES - Close Project NO - CE – Create and complete NPR YES - CE – Send to SC for approval All items completed? CA : Change Analyst CE : Component Engineer SC : Site Contact PL : Project Lead eWB – AML Validation Flow

While going through the manual slides, 1.Information in the BLUE callouts are for user understanding (i.e for information ONLY, No action is required) 2.Information in the Orange callouts are the actions that are to be executed by the user. Guideline

Step1 :Type the user id, which is predominantly the ADID Step2 :Type the password, which is again the system login password. Step3 :Click to login to the tool. If you are a new user, click here to get the access. Login Screen URL to access eWB : QA - Production – Login Screen:

eWB Roles (Click on the roles button to navigate to the respective slides) eWB Roles (Click on the roles button to navigate to the respective slides) Roles Change Analyst CA Project Lead PL Site Contact SC Administrator ADM Component Engineer CE

Slides for Change Analyst Role: 1.Initiate the Project 2.Review the Project 3.Input the file for AML validate 4.Select the Owner and Site Contact 5.Submit \ Bypass site-contact approval 6.Take a simple export (or) Agile formatted export of completed items 7.View the project status Change Analyst CA

Link to PDP User Name Role Navigation Pane Click here to start the activity.After clicking it will take to the BOM file upload screen The Content in the MANAGE APPS combo box, will be present in the dashboard. i.e the same content will be displayed in the dashboard The Content in the MANAGE APPS combo box, will be present in the dashboard. i.e the same content will be displayed in the dashboard Home Page – Change Analyst Role Change Analyst CA Search Catalog functionality, to search the item by its name and description

BOM file upload screen IF the input file is site specific and has to be parsed, then click YES else NO. (The subsequent slides explains for YES option ) Change Analyst CA

Step 1 : Select the Import criteria for parsing Step 2 : Browse and select the input file for the parsing Step 3 : Click Next to go to initiate and save the project. Input file selection screen Change Analyst CA

Step 1: Type the project name Step 2 : Select the Project Owner from the drop down list Step 3 : Select the Site Contact from the list Step 4 : Select the project completion date Step 5 : Include any comments related to project Step 6 : Click the button to save the project. Data fetched from the input screen Project Initiation Screen Change Analyst CA

Once the save project icon is clicked a pop-up will appear along with the project name. This is for information only. Click ok. Click OK to go to the Project Screen. Project Confirmation Screen Change Analyst CA

Project Screen Project screen will have list of projects that were initiated by various users. Desired projects could be identified with the unique Project ID along with the other vital details. The project which was created by us recently. Click the project ID to go to the project dash board Change Analyst CA

Project Dash Board – Project Detail Screen Project Dashboard will have all the necessary information about our project. It has three tabs, Project Details, Item Details and Comment History. Change Analyst CA

Project Dash Board At a given point of time, all the users irrespectve of the role can export the AML details to the local folder. This can be done in two ways,one,Simple export and the other, Agile formatted export Change Analyst CA Step1: Select the AML by checking the box Step2: Select the desired export, this case select Simple Export Step3: Click ‘Apply’ to export the list to the local folder.

Project Dash Board – Simple / Agile Formatted Export Change Analyst CA Click ‘Open’ or ‘Save’ depending on the requirement. Same procedure has to be followed to export the AML’s in Agile format.

Project Details Screen This option lists the items which were recently opened When ‘Assigned’ is selected, it will direct to the all the items which were assigned to component engineer. TO view the items which involves NEW PART REQUEST, this option has to be selected. Pending Approval lists the items which were completed by CE and that has to be approved by PL Click or select,’Completed’ to view the completed items. Click here to get the list of validated items. Change Analyst CA Waiting for Approval lists the items which were sent by PL to site contact for approval

Item Details Screen Click this button to get the AML Details Check this box to continue with the action selected in the ‘Action’ Combo Box After selecting the item by checking the check box, click here to view the AML pertaining to the selected row. Click here to assign the parts status Once the validation is completed, click here to submit it to the site for approval Change Analyst CA

The comments history screen, displays all the comments that were registered or raised during a Project. This will have all the details about,who has raised and when. Comments History Screen Change Analyst CA

The status of the projects could be viewed at any point of time irrespective of the role. Click here to get the status report on the ongoing/completed projects. Project Status Report Change Analyst CA

Project list Screen Select the project id to view the status. Change Analyst CA

Project Status Screen The project status screen provides all the details graphically as well as in points summary. Change Analyst CA

Slides for Project Lead Role: 1.Review the Project assigned by Change Analyst 2.Select the Owner and Site Contact 3.Assign the open items to Component Engineer group or a specific CE 4.Submit \ Bypass site-contact approval 5.Take a simple export (or) Agile formatted export of completed items 6.View the project status Project Lead PL

Project Lead PL Once a project is created by CA, the PL will get an notification on the assigned project. This will have the basic details of the project. Click here to go to the Project Homepage.

Click here to view the assigned project After logging in with Project Lead role, the first screen which appears is the Home screen. Home Page – Change Analyst Role Project Lead PL

Project list Screen Click here to select the assigned project Project Lead PL

Click here to assign the items to the component engineer or group. Once the project is selected, it lists the vital information about the project. As a Project Lead, ensure all the details are correct and appropriate. After checking,select the Item Details Tab. Project Dash Board Screen Project Lead PL

Step 1 :Select the item Step 2 :Select the appropriate assignment Ex: Select ‘Assign to CE’ Step 2 :Select the appropriate assignment Ex: Select ‘Assign to CE’ The list is similar to that of the change analyst role, but it has two extra options. 1.Assign to CE 2.Assign to Engg. Group The list is similar to that of the change analyst role, but it has two extra options. 1.Assign to CE 2.Assign to Engg. Group Step 3 :Select the correct CE or Engg Group Step 4 :Click Apply to assign. Item Assignment Screen Project lead can submit the items completed by the CE to SC. And even bye pass the SC Project lead can submit the items completed by the CE to SC. And even bye pass the SC Project Lead PL

The exactitude of the assignment can be checked in the Project Details tab, and selecting ‘Assigned’ in the status combo box Item Assignment checking Project Lead PL

Project Lead PL Submit to site Project Lead should also review the parts associated by CE,after the review PL should submit the item for site approval or even bye pass the site approval. Step 1: select the ‘Assigned’ option. Step 2: Select the Item Number for further action. Step 3: Select ‘Submit to site’ or ‘Bypass site approval’ according to the nature of the item.

Project Dash Board At a given point of time, all the users irrespectve of the role can export the AML details to the local folder. This can be done in two ways,one,Simple export and the other, Agile formatted export Step1: Select the AML by checking the box Step2: Select the desired export, this case select Simple Export Step3: Click ‘Apply’ to export the list to the local folder. Project Lead PL

Project Dash Board – Simple / Agile Formatted Export Click ‘Open’ or ‘Save’ depending on the requirement. Same procedure has to be followed to export the AML’s in Agile format. Project Lead PL

Slides for Component Engineer Role: 1.Review the Assigned Items 2.Search the AML in parts catalog and associate it with the item number 3.If match is not found in parts catalog, create NPR (single or multiple) 4.View the project status Component Engineer CE

Component Engineer CE Once the item numbers are assigned by the PL to CE,CE will get an notification on the assigned project. This will have the basic details of the project. Click here to go to the Project Homepage.

Homepage Component Engineer Role The home screen of the component engineer role will be different from that of the other roles. Here is it limited to AML validation and parts catalog search. Click here to start validating the assigned items. Component Engineer CE

Assigned Projects’ Screen Component Engineer CE Click the Project ID to view the assigned items.

Once the project ID is selected, it lists the items assigned to the component engineer. List of items assigned to the component engineer Buttons to create the New Product Request. Click the search button to initiate the catalog search Buttons to search the MPN in the Parts Catalog AML Validation for items assigned by PL Component Engineer CE

Button for associating the identified AML with the item Button for searching the AML for the selected item. Reset button to reset the search criteria. Facility to export the results to the external source Navigate to the previous screen. Various Search Options Search by item description, WILD CHARACTER search is enabled to facilitate the process. AML Validation for items assigned by PL Component Engineer CE Search Component Page for CE

Step4: Click the ‘View Attributes’ option to check the attributes and its value for the item. Step3: Click the ‘View Alternates’ option to check the alternate for the existing MPN. AML Validation for items assigned by PL Component Engineer CE Step2:Search the catalog by the item description. Wild character search is allowed to facilitate the catalog search. Step1:Hover over the item number to get the list of available AML for the selected item. Step1 :Verify whether the alternate MPID is relevant. If it is relevant select the alternate and associate with the item. Step2:Select the alternate if it is suitable. Step3:Associate with the item.

AML Validation for items assigned by PL Component Engineer CE Datasheet associated with the AML can also be viewed. Note: Windchill login credentials is mandatory to view the datasheet Click Open to view the datasheet Enter the Windchill credentials to access the datasheet

AML Validation for items assigned by PL Component Engineer CE Step1:Select the appropriate AML by checking the box Step 2: Click the ‘Associate’ button to link the AML with the Item. Once the AML s reviewed with alternates and attributes, the appropriate AML should be associated with the item.

Click OK to complete the association AML Validation for items assigned by PL Component Engineer CE

AML Validation for items assigned by PL Once the parts assignment is done, a pop-up will raise confirming the successful parts association. This could be acknowledged by clicking the OK, this is send the AML validation process for site approval. This process is said to be complete, once it is approved by site contact Click OK to complete the association Component Engineer CE

The validated AML will appear against the item number with the status as ‘Pending Approval’ Validated AML against the item number Pending Approval as the AML Item Status AML Validation for items assigned by PL Component Engineer CE

The AML can also be searched by the commodity, that is, it could be searched by the item attributes. Following slides explains about the search by commodity. AML Validation for items assigned by PL Search By Commodity Component Engineer CE

Click the button to start the search by the commodity. Select the appropriate item from the drop down Component Engineer CE AML Validation for items assigned by PL Search By Commodity

On selecting the appropriate item, an attribute screen will appear Component Engineer CE AML Validation for items assigned by PL Search By Commodity

Enter the desired value on each attribute and click the search button Component Engineer CE AML Validation for items assigned by PL Search By Commodity Step1: Enter the attribute value Step2 : Click search to start the catalog search for the entered attributes value.

Analyze the search result and if it is appropriate, associate to the item Component Engineer CE AML Validation for items assigned by PL Search By Commodity

AML Validation for items, self assigned by Component Engineer Component Engineer CE

AML Validation for items self assigned by CE Click to get the list of items that are to be assigned. Component Engineer CE

AML Validation for items self assigned by CE Select the project id, to fetch the list of items pertaining to that project. Component Engineer CE

AML Validation for items self assigned by CE Step1:Check the box to select the item Step2:Click ‘Assign to Me’ button, to self assign the items for AML validation. Component Engineer CE

AML Validation for items self assigned by CE Confirm the assignment by clicking OK Component Engineer CE

AML Validation for items self assigned by CE Click OK to acknowledge the assignment This step completes the assignment of item by component engineer Component Engineer CE

AML Validation for items self assigned by CE To check the authenticity of the assignment,go to component engineer home page and click ‘My Assigned Items’ Click the project ID. Component Engineer CE

AML Validation for items self assigned by CE Item Number assigned by Component Engineer. From this screen, the steps are same as explained in the previous slides. Component Engineer CE

New Product Request (NPR) If there is no match for the item in the parts catalog, a New Product Request has to be raised. This process initiate the integration with the windchill to create NPR. Subsequent slides explains the process in detail. Component Engineer CE

New Product Request (NPR) Select the Item Number and click the Create NPR button, this will initiate NPR Component Engineer CE Click Create NPR button

New Product Request (NPR) Step1:Select the Target Date of completion Step2:Type the comments if any. Step4: Click the Submit button. Component Engineer CE Step3: Select the AML for new request.

New Product Request (NPR) Click OK to complete the NPR Component Engineer CE

New Product Request (NPR) Multiple NPR Component Engineer CE eWB has an feature to update the already requested new part. By doing this,new AML are updated to the already existing request. Select ‘New Part Requested’ from the ‘My Assigned Item Page’

Component Engineer CE Click ‘View’ for the item that has to be updated with new AML ‘New Parts Requested’ as the Line Item Status. New Product Request (NPR) Multiple NPR

Component Engineer CE Step1 : Select the AML Step2 : Update the comments Step3 : Modify the Target Date. Step4:Submit for the approval. New Product Request (NPR) Multiple NPR

Component Engineer CE Click ‘OK’ to confirm the Multiple NPR New Product Request (NPR) Multiple NPR

When an NPR is initiated from eWB, Component Engineers (CEs) in the Orderable Mfg Parts Library will get an notification similar to the one below. Click Here to navigate to the task page in Windchill. New Product Request (NPR) in Windchill

The Task page opens up in Windchill (after providing user name & password) Click here to view the NPR details. New Product Request (NPR) in Windchill

The NPR details page opens up as follows. Click on More Attributes to view the attribute values as entered from eWB. New Product Request (NPR) in Windchill

The new MPNs created have to be attached to the NPR as shown in the following slides. Creation of MPNs should also include creating and linking the related MPIDs/CPIDs. Click Edit Part Request to attach the MPNs New Product Request (NPR) in Windchill

The Edit page opens up. New Product Request (NPR) in Windchill

Navigate to step 3 Related Parts. New Product Request (NPR) in Windchill

Click on ‘Add Related Parts’. The search window opens up. New Product Request (NPR) in Windchill

Search for the newly created MPNs by entering the number (MPN) or name(description) and click on Search button. Select the required MPNs and click OK. New Product Request (NPR) in Windchill

The selected MPNs are added in the Related Parts table. Click Check In after adding all related parts. New Product Request (NPR) in Windchill

Enter the Check IN comments (this step is optional, can be left blank also) New Product Request (NPR) in Windchill

Navigate back to the task page. Enter completion comments (if any) and click on ‘Complete Task’. The NPR process is complete and the same is updated in eWB. New Product Request (NPR) in Windchill

Once the task is completed in Windchill, the item number status in eWB will be changed to Pending Approval’ Component Engineer CE New Product Request (NPR) in Windchill

Slides for Administrator : 1.Admin will be able to perform the actions of CA, PL and CE. 2.Manage the manufacturer preferred details by site 3.Manage attributes to be exported by site Administrator ADM

Homepage for Administrator Administrator ADM Click here to edit the preferred status. Administrator has a privilege to perform all the roles. Hence the home screen for the Admin role will list all the activities.

List of Manufacturers pertaining to the site Site Name Manufacturer Status Step1: Select the ERP company name for which the manufacturer preference has to be updated. Step2: Select Manufacturer line. Step3: Select the status Step4: Click update to update the selected status Manufacturer Status Change Administrator ADM

Neutral updated as PREFERRED By clicking the ‘Update’ button, the MFR status will change in the next screen. Manufacturer Status Change Administrator ADM

Homepage for Administrator Click here to manage the Item attribute with respect to site. Administrator ADM

Step1 : Select the site for with the attributes is to be fixed. Step2: Select the commodity. Step3: Select the attributes Step6:Click the ‘Save Attributes’ button to make the selected attributes a site specific. Manage Site Attributes Administrator ADM Step5:Click the ‘View Al Sites’ to check the same attributes in other sites. Same Attributes maintainted in other sites

Click OK to complete the process. Manage Site Attributes Administrator ADM

Slides for Site Contact : 1.Approve / Reject the AML validation done by CE Site Contact SC

The items submitted to the SC, triggers an stating that an item has been assigned to SC for approval. Approval / Rejection by Site Contact Site Contact SC Click here to view the assigned items.

Click here to view the assigned items for approval. Approval / Rejection by Site Contact All the items which were submitted for approval by the PL/CE will be listed in ‘My Assigned Tasks’ in Site Contact login. Site Contact SC

The approval screen will have the item number along with the associated AML details. Step1: Review the AML details against the item number. Step2: Select the AML by checking he box. Step4: Click ‘Approve’ or ‘Reject’. Approval / Rejection by Site Contact Site Contact SC Step3: Type the reason for rejection. This is mandatory, without comments SC wont be able to approve/reject the item.

To check the correctness of the approval status, click ‘Show All Items’ in the AML Item Status combo box. The ‘Rejected’ and the ‘Approved’ status can be viewed in the AML Item Status column. If an item crosses 50% hit rate, then the parts status will change to ‘Completed’. Approval / Rejection by Site Contact Site Contact SC

IF the site contact reviews and rejects an item,PL will get an notification on the rejected item, along with the site contact comments. Approval / Rejection by Site Contact Site Contact SC

IF the site contact reviews and Approves an item,PL will get an notification on the Approved item. Approval / Rejection by Site Contact Site Contact SC

Thanks!!! End of the Manual.