1. Exception Based Rules and Alerting

2. Rules/Alerts Overview Key component to success Create Exception based rules that drive: Proactive visual indicators (Alerts) Available via: CEK/CSP Home page Individual emails Email digests Can include notes added to cards 2

3. Rules/Alerts Overview Which Rules and Alerts are used the most? When Cards are: 3 Released for Replenishment Not Accepted within an agreed time-frame Short Shipped or Over Shipped Rescheduled When Shipment of Goods is Past Due

4. Rules/Alerts Overview 4 Which Rules and Alerts are used the most? Do you have Rules set for when: Items turn Red? Spike orders are created? Notes are added to cards? Cards don’t cycle as expected? Blanket POs need renewing? Cards are deleted?

5. Rules/Alerts Overview Heads Up Alerts – When AppStatus changes – When AppStatus changes and Notes are attached – When AppStatus does not change* – When Blanket Qty is below X days of UsagePerDay – When Goods are due in X days* – When Some Action takes place – When Some Action takes place Exclude Supplier – When Inventory is Issued or Transferred – When Notes with specific priority added – When card is called-off 5

6. Rules/Alerts Overview Requires Some Action – Card/Order Released to Supplier – When card is rescheduled by buyer – When card is rescheduled by supplier – When reschedule is approved by buyer – When reschedule is rejected by buyer – When reschedule request not responded – Buyer reschedule is accepted by Supplier 6

7. Rules/Alerts Overview Playing Big Brother – When action does not take place* – New Non-Replenishment Card is released – Kanban Card is Recalled – When Card is Deleted – When cards are not accepted – When Goods are excess Received – When Goods are excess shipped – When Goods are short Received – When Goods are short shipped – Called-off but not shipped – When card is approved or rejected at inspection – When Goods are due* 7

8. Rules/Alerts Overview 8 Building the Alert

9. Rules/Alerts Overview 9 Alert Email

10. Rules/Alerts Overview 10 Alert Email (Digest Format)