Presentation is loading. Please wait.

Presentation is loading. Please wait.

Supply Chain Platform: Training Training for the Rolls-Royce Marine Supplier Community Updated December 2013.

Similar presentations


Presentation on theme: "Supply Chain Platform: Training Training for the Rolls-Royce Marine Supplier Community Updated December 2013."— Presentation transcript:

1 Supply Chain Platform: Training Training for the Rolls-Royce Marine Supplier Community Updated December 2013

2 Agenda Support Options New Rolls-Royce eTools: How to Register Log into SCP-RR Navigate in SCP-RR Set Personal Preferences View an Order Respond to an Order Work with Change Orders Closed or Cancelled Orders View Goods Receipts Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 1

3 2 Support Options Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

4 My Exostar Website: Rolls-Royce Section Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 3

5 My Exostar Website: Online Support Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 4

6 Help Files in SCP-RR Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 5

7 6 New Rolls-Royce eTools: How to Register Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

8 What is eTools? A core set of business tools that improves how Rolls-Royce works with suppliers. A group of online applications that require a single registration and login process. Includes Global Supplier Portal - to submit concessions electronically, search for approved suppliers, and a Supplier News zone. In early 2014, it is required to electronically invoice through the Supply Chain Platform. When do I need to subscribe to eTools? Timing depends on your current status as a new or existing supplier at Exostar. Suppliers will be added in waves, so read emails for the date. What if I already use some applications in RR eTools? In most cases, you continue to use the application and when it is time to renew your access to that application, you will subscribe to RR eTools. Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 7

9 New Pricing for SCP-RR (eTools) Previous membership levels and prices for just SCP-RR were: Now for eTools, there is one fee: >$100 per person each year (minimum of $200) >Includes all transactions and multiple applications Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 8 Membership LevelNo. of TransactionsFee Platinum PlusOver 4,200$2,500 Platinum1,201 – 4,000$1,500 Gold121 – 1,200$745 Silver25 – 120$449 Bronze0 – 24$0

10 Register for eTools ( http://www.myexostar.com/Rolls-Royce/RReTools) Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 9

11 HOW to Subscribe to RR eTools Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 10 First Time login (if applicable) Admin must accept the eTools Service Agreement (do not need per application) Step 1 Accept Service Agreement Admin ‘approves’ a user, and is taken to payment link Purchase subscriptions for each user (min of two) Step 2 Purchase Subscriptions Approve users by assigning paid seats to users in their account Step 3 Approve User Access All users that need basic security certificates receive an email, enter code in MAG and download their certificate Can now login to any eTools application Step 4 Download Certificates

12 11 Log into SCP-RR Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

13 Logging On Access to SCP-RR is controlled by Exostar’s Managed Access Gateway (MAG) When you register with Exostar, you are given login credentials Complete first time login procedure Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 12

14 First Time Login – go to www.MyExostar.com Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 13

15 Login Page for MAG Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 14

16 Fill In User ID and Passwords Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 15

17 Enter a New Password Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 16 Password Requirements: Must be more than 8 and less than 12 characters Must include at least one number, one letter and one special character Cannot include the same character (letter or number) more than four times

18 Password Reset Questions Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 17

19 Service Agreement A user with the administrator role must accept this one time, then all users will have access to SCP-RR. Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 18

20 Login (after first time) – go to www.MyExostar.com Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 19

21 Enter your credentials Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 20

22 Choose to Access Rolls-Royce Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 21

23 22 Navigate in SCP-RR Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

24 Landing Page Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 23

25 My Workspace Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 24

26 Navigation via My Workspace Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 25

27 Results Shown by ‘State’ Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 26

28 Using the Navigation Tree Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 27

29 Summary Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 28

30 Search Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 29

31 Search Results (List Page) Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 30

32 A maximum of 5000 records can be returned. Searching Tips Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 31

33 Saving a Search Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 32

34 33 Set Personal Preferences Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

35 Set Personal Preferences Each user can change how the screens look in SCP-RR Changes affect only that user and can be updated any time Examples of ways to customize SCP-RR: >First page you see when you log in >Turn on/off email alerts >Sections on the My Workspace page >Columns showing on list pages and in what order >How data sorts on list pages >Data fields showing at the top or bottom of Order details pages Setting up your screens is easy, and makes it easier to work in SCP! Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 34

36 Change First Page Upon Login Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 35

37 Turn On/Off Email Alerts Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 36

38 Set Up My Workspace Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 37

39 Set Up My Workspace Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 38

40 Configuration on Details Pages Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 39

41 Configuration on List Pages Copyright 2011 Exostar LLC. All Rights Reserved. Proprietary and Confidential 40

42 Configuration of Data on Pages Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 41

43 View an Order SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-42

44 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. 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-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-43

45 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. Header Line Items Visible only to a Supplier SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-44

46 My Workspace SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-45

47 My Workspace SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-46

48 Access New Order Lines SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-47

49 Accessing New Order Lines SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-48

50 Select First New Order SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-49

51 Review Order Details SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-50

52 (Optional) Print Order SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-51

53 Print Multiple Discrete Orders SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-52

54 Print Orders – Open or Save the File 53 From the print buttons (details page) or ‘Print Orders’ workflow, you will see a Job List pop-up. Click on the ‘Refresh’ icon in the top right corner until the Status is ‘Completed’. Then click on the File Name. In the pop-up window, select to open or save the file. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

55 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 SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-54

56 Respond to an Order SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-55

57 Accept an Order Schedule Line SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-56

58 Accepted Purchase Orders SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-57

59 Status Update on My Workspace SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-58

60 Select Next New Order SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-59

61 Reject an Order Schedule Line SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-60

62 Create a Supplier Message SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-61

63 Supplier Message The ‘Supplier Message’ field is required for any schedule line that is not accepted. The maximum character limit is 255. SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-62

64 Rejected Purchase Orders SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-63

65 Select Next New Order SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-64

66 Acknowledge With Exceptions – Change Date SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-65

67 Acknowledge With Exceptions – Change Date SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-66

68 ‘Acknowledged With Exceptions’ Order SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-67

69 Acknowledge With Exceptions – Split Quantity SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-68

70 Acknowledge With Exceptions – Add Promises SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-69

71 Example – Add Promise to Split Quantity SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-70

72 Example – Add Promise to Split Quantity SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-71

73 ‘Acknowledged With Exceptions’ with Two Promises SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-72

74 Work with Change Orders SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-73

75 Purchase Order Changes If you use ‘Acknowledge with Exceptions’, Rolls-Royce will receive your response automatically and be able to review it If your exceptions are agreeable to the buyer, a PO Change (POC) should be issued by the buyer A POC may also be issued to correct an error on an order You can respond to a POC with ‘Accept’, ‘Reject’ or ‘Acknowledge with Exceptions’ SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-74

76 Purchase Order Changes SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-75

77 Purchase Order Changes SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-76

78 Purchase Order Changes - Highlighting Highlighting applies for ‘Request Qty’, ‘Request Deliver Date’ and ‘Unit Price’ SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-77

79 Purchase Order Changes – Full Print 78 The ‘Full Print’ version of the order shows with red asterisks all of the fields that changed. It compares the current version to the last order version that had a supplier response. If there is no supplier response yet, it compares the original order to the current version. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

80 View History of Changes SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-79

81 Sample – View History SCP-RR: Copyright 2012 Exostar LLC. All Rights Reserved. Proprietary and Confidential 321-80

82 Closed or Cancelled Orders 81 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

83 Closing an Order 82 Order lines can be “Closed” by a purchase order change from Rolls-Royce. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

84 Cancelled Orders Cancelled lines will trigger an email notification to the supplier. Cancelled lines are shown in red strikethrough font in SCP-RR. If the entire order is cancelled, the ‘Order State’ moves to cancelled as well. No supplier response is required for cancelled lines. 83 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

85 Cancelled Orders – By Using Quantity of Zero If Rolls-Royce expects written confirmation through SCP-RR that an order line was cancelled, the order line will have a quantity of zero and the state will be ‘Updated’ instead of ‘Cancelled’. The supplier should accept the updated order. Shipments and Invoices cannot be created for order lines with a quantity of zero. 84 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

86 Order Buttons Are Missing… For purchase orders, ‘Cancelled’, ‘Archived’ and ‘Closed’ are end states. This means that when any lines have moved to these states, some of the action buttons are no longer available. Use the filter feature to only display ‘New’ or ‘Updated’ lines to respond to those lines. You can also filter to ‘Accepted’ or ‘Acknowledged with Exceptions’ lines to create invoices for lines. 85 Open the ‘State’ dropdown list Click on the state to filter to those lines Click the Filter button Open the ‘State’ dropdown list Click on the state to filter to those lines Click the Filter button Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

87 View Goods Receipts 86 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

88 Checking Receipt Status in SCP-RR Rolls-Royce publishes the status of goods receipts to SCP-RR on a regular basis. You can quickly see a summary of recent activity by going to the My Workspace (a dashboard view of information). Or you can use SCP-RR to check the status of a specific transaction with Rolls-Royce. A summary of data can also be downloaded from SCP-RR for your use. The information is ‘view only’. Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 87

89 Locate Goods Receipts Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential To view goods receipts, go to My Workspace on the left navigation tree Scroll down to the Receipt Summary section Click on the number link for the Received row 88

90 View Goods Receipt Details Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential The list page shows each item that was received (indicated by Part Number) over the last 120 days. By scrolling to the right, you can see the ‘Receipt Date’ and ‘Receipt Qty’ for each item 89

91 Download Goods Receipts for Reference From the list page, it is easy to download the Goods Receipt information in an Excel format From the ‘Received’ link on My Workspace, go to the list page Click the Download Receipts button (this selects across all pages) Click Next and then select to ‘Open’ or ‘Save’ the file 90 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential

92 Example of Download (from List Page) 91 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential Since the data was downloaded from the Internet, you might need to click the “Enable Editing’ button at the top of the Excel sheet before you can edit the Excel data.

93 Locate a Receipt by Searching Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential 92

94 End of Training 93 Copyright 2013 Exostar LLC. All Rights Reserved. Proprietary and Confidential


Download ppt "Supply Chain Platform: Training Training for the Rolls-Royce Marine Supplier Community Updated December 2013."

Similar presentations


Ads by Google