1. OMT UPGRADE TO CONNECT Training
October 1st – 3rd

2. TODAYS AGENDA What is changing What’s New Help Documents – How to use
Demonstration

3. WHAT IS CHANGING OMT to Connect
One place to enter standard and non-standard orders
Moving from manual JDE process to automated order entry process
Allowing orders for non-standard products using Hoffman Connect
Price updates will happen automatically – the system is managing to the rule rather than the exception
OPT to Engineering Work Order (EWO)
Product Data created automatically from Sales
JDE work order automatically created
Automatic transfer of Pentair SolidWorks files
Bi-directional updates between JDE & EWO
Metrics of business unit performance

4. What’s New Makes non-standard orders as easy as standard orders
Modified and Standard products can be on the same PO
All modified orders will be placed in Connect
Price and Availability now has a view for modified items including:
Item cross reference information
Build document and drawing links
All documents attached to a quote will be visible when you place the order
Automatic data transfer between systems increasing the data integrity
Automatic price updates

5. Help Documents Step by Step instructions for: Search Order
Search Quote
Create Order
Create Quote
Rev Quote
Frequently Asked Questions (FAQ’s)
Definitions
Approval Drawings
Build Documents
Clean-up Scenarios
Historical Data
Orders
Run Status

6. Helpful Hints
When using the help documents you can turn on the left navigation to search for words or sections in the document
Click Ctrl + F to open the left navigation panel
Note: Yellow Highlights in the training document indicates a change in process or new section

7. Helpful Hints
When Searching for a quote be sure to use the item number
Item information available for viewing in Connect
Ordered By
End Customer Name
Order Hold(s)
Country of Origin
Delivery Instructions
HTS Code
Hold(s) Country of Origin
Service Type
Saturday Delivery Required
Stocking Policy
Recipient Name
Line Hold(s)
Recipient Phone Number
Quote/Rev/Line Number
End Customer ID
Run Status
Drawing Requirements
A drawing number is required
A revision number is required.
Drawings numbers cannot be greater than 25 characters.
If you receive an error message, click on the View/Edit Line Item link, remove the drawing and re-attach the drawing using the above naming conventions.

8. Helpful Hints Multiple Distributor functionality
You can now enter up to five Distributors on one quote.
For multiple Distributors quotes: do NOT enter a Business Contact, Business Contact Phone or Business Contact , as this information will print on each Distributor’s quote.
Each Distributor can have the same or different multipliers. All Distributors must have the same quantity breaks. Enter the additional Distributors’ multipliers in the bottom section.
Quantity breaks are now on one page. If quantity breaks are required, enter quantities in field provided, click “recalculate” button and prices will automatically be calculated.
If a 1 Qty is not entered, it will be calculated behind the scenes so a price will exist for future orders.

9. Helpful Hints Approval Drawings
The option for approval drawings will only appear for non-standard items with a run status of New or Permanent Change, additional fees may apply.
Selection of an approval drawing requires additional reviews and approvals by the customer prior to the manufacturing of this product; this will affect the lead time for this item. 
An engineering charge will be assessed on orders cancelled after the issuance of an approval drawing.
When an approval drawing is requested, it only applies to that Sales Order.
If future orders are placed before the approval drawing is approved by the customer, you must request an approval drawing on those subsequent orders as well.

10. Helpful Hints Item Run Status changes
If you revise an item as part of the clean up effort and you know it should remain an exact re-run:
Add a note in the Summary of Changes box stating, "This item is to be an exact rerun of the last order Hoffman shipped"
Complete your quote.
Contact your Customer Service Quoter (Super User) for run status change after the quote has been completed.
If these steps are not followed prior to submitting an order you will NOT receive exact rerun lead time

11. CONNECT DEMONSTRATION
Functionality:
Why to search by item number vs. quote number
How to quote non-standard items
How to order non-standard items
How to revise a quote
Enhancements
New Approval Drawing screen
Enhanced view of item master cross reference data from latest completed quote (quote/rev/line, price breaks, dwg/rev, etc…)
Run Status visibility
Reminder: if you do quotes today you will still do quotes, if you do not do quotes you will not do quotes in the future, same with order entry.

12. End User Training -> Super Users -> LANDesk
ONGOING SUPPORT PLAN
Issues Log
Reported
Open
Resolved
Sales Reps
Distributors
Connect Support Bridge
Kathy Goetze
Francey Tinsley
Kevin DeRung
Deb Brisse
Kellie Hord
LANDesk
End
Customers
Connect
Super Users
DSO’s
Direct
Customers
Babu
EWO Support Bridge
Tom Erickson
Richard Wolf
Technical Leads
Chris Sell
Brett Drey
Ken Beuning
EWO Users
EWO
Super Users
EWO Users
End User Training -> Super Users -> LANDesk

13. Transition Plan Friday October 4th
3:00 pm central time start of custom order blackout period. No Enclosure custom orders until Monday.
From 3:00 to end of day process all Enclosures OMT items to closed
Then prevent Enclosures manual OPT items from being created
During the weekend of October 5th and 6th
Set up the production Connect, JDE, Enovia, Lisle S: Drive, and print room
Test that all new systems are running as expected
Communication to users that system changes are ready for use on Monday
Monday October 7th
New system changes live and available for use
Bob

14. Questions?
Go Live Monday, October 7, 2013!