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Supply Chain Platform – BAE Systems Weapon Systems Suppliers Live Training Presentation - Part 2: - Basic Functionality - Purchase Orders December 2013 January 2014 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential
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Navigate through the screens Perform basic functionality in SCP Search for your orders Respond to your orders Print and export your orders Customize SCP-BAE 1 After completing this training, you should be able to:
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General Navigation in SCP 2
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Home Page 3
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Top Toolbar 4
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Top Toolbar – Help Files 5
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Navigation Tree 6
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Search Page - sample 7
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List Page - sample 8
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Expand View 9
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Details Page - sample 10 Header Line Items
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How to Find Your Orders in SCP-BAE 11
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Options to Locate Orders There are several ways to find orders in SCP: My Workspace – by type of document and status Search – by search criteria Summary – by search criteria and status 12
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My Workspace 13
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Results by Status 14
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Search – by Business Process 15
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Searching Tips Search boxes ARE case sensitive. 16
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Refine the Search Criteria 17
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Summary Page 18
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How to Print or Export 19
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Printing One Order 20
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Batch Printing 21
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Printing Process – part 2.. 22
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Export 23
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Open or Save the File 24
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How to Customize SCP-BAE 25
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Change First Page upon login 26
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Turn On/Off Email Alerts 27
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Configurator 28
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Customize Columns of Data 29
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Remove Columns from View 30
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Change the ‘Sort Order’ for a List 31
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Save as Default 32
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Configure the ‘PO Details’ Page 33
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Order Management through SCP-BAE 34
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Discrete Purchase Orders After completing this section, you should be able to: Understand the order management process in SCP-BAE Explain the various purchase order (PO) states Access and print a PO View the details for a PO Respond to a PO in SCP Email your order response to your buyer 35
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Business Process 1.Purchase Order: Buyers publish firm orders to their suppliers. 2.PO Responses: Based on published orders, suppliers must provide responses – which are confirmations (promise dates & quantities) against the requests. Suppliers may accept orders, recommend changes, or reject the orders. 3.Purchase Order Changes*: Buyers may publish changes or cancellations to previously published orders. Suppliers are typically expected to respond. *Weapon Systems will not be using Change Orders initially. 36 PO/POC Response PO Buyer Supplier 1 2 PO Changes or Cancellations 3
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Supplier Actions for Discrete Orders A new order is loaded into SCP in a New state, with all of its line items in a New state. The supplier can change a New order to these states: a. Accepted – Supplier agrees to the complete request from the buyer b. Acknowledged with Exceptions – Supplier responds with a counter proposal (i.e. a different promise date or quantity) 37
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Buyer/System Actions for Discrete Orders The buyer can change an order to these states by sending in a change order to SCP: a. Cancelled – Buyer wants to cancel a schedule line or entire discrete order b. Closed – Buyer wants to close a schedule line or entire discrete order c. Updated* – buyer has made a change other than cancel or close *Weapon Systems will not be sending changes initially, so you should have no orders in this state. Schedule lines move to an Archived state when they have been in a ‘Cancelled’, ‘Closed’ or ‘Rejected’ state for more than 60 days. 38
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View a Discrete Purchase Order 39
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Purchase Order 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. 40 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.
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Purchase Order - Example The Purchase Order Details page has a header section at the top and line item information at the bottom. Some of the header and line item fields can be edited by a supplier. 41 Header Line Items Visible only to a Supplier
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My Workspace 42
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My Workspace 43
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Access New Order Lines 44
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Accessing New Order Lines 45
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Select First New Order 46
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Review Order Details 47
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Print Order 48
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Print Multiple Discrete Orders 49
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View Order Attachments POs in SCP can have documents attached by a Buyer (not a Supplier). A paperclip icon shows there is an attachment to a PO. The number of attachments is shown in parenthesis next to the icon. Attachments: Can exist at header or line item level Can access from list page or details page Are not exported/downloaded with an order Are not printed with the order 50
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Respond to a Discrete Purchase Order 51
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SCP-BAE Process: Supplier Response to an Order 52 Locate discrete order Review order and attachments Email order response to Buyer Update order & Acknowledge with Exceptions (all schedule lines) Accept order (all schedule Lines) No changes *Changes Email order response to Buyer (Optional) Print or export order *The changes may have been discussed with the buyer off-line. Finish (Optional) Print or export order Finish
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Accept an Order Schedule Line 53
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Accepted Purchase Orders 54
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Accepted Order - Email Your Order Response to the Buyer 55
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Status Update on My Workspace 56
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Select Next New Order 57
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Acknowledge With Exceptions – Change Date 58
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Acknowledge With Exceptions – Change Date 59
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‘Acknowledged With Exceptions’ Order 60
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Acknowledged With Exceptions’ Order – Email Your Response to the Buyer 61
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Responding to an Order from the List Page 62 It is also possible to respond to an order from the List Page. As we covered earlier in this presentation, you can reach a list page either by searching (Order Management > Discrete Order > Search) or from the My Workspace page by clicking on the number for a particular order status. To respond from the list page, check the boxes for the lines you wish to respond to, then use the action buttons along the bottom of the page.
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End: Live Training – Part 2 63
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