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Overview & Basic Functionality

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Presentation on theme: "Overview & Basic Functionality"— Presentation transcript:

1 Overview & Basic Functionality
Training Presentation for Supply Chain Platform: Rolls-Royce May 2013

2 Initial Login Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

3 No Change to Access - Go to www.myexostar.com
Subsequent Logins Once you have completed your first time login, each subsequent time you can follow the normal login procedure. To do this, point your browser to Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

4 Enter your same login credentials
Subsequent Logins Enter your login name and password and click Login. Note the self-service links if you have forgotten your user name or password. You can also contact the Exostar helpdesk for a password reset. Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

5 Choose to Access ‘Supply Chain Platform – Rolls-Royce’
Subsequent Logins Choose SCP as the application you wish to work with Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

6 SCP-RR Home Page Landing Page
When you log on to SCP you will be presented with this landing page. At the top you can see your name and user role, how to exit the system, book mark it, access the help files and the About link. On the left, you can see the Navigation Tree, which allows you to access different parts of the system. We recommend that you click on the My Workspace link which will take you to the SCP dashboard. Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

7 How to Get Help with MAG or SCP-RR
Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

8 Support Options There are several ways to get assistance:
Self-service case via My Exostar website Fill in an on-line form and submit it to Customer Support Live phone support with Exostar’s Customer Support Tel #: (from UK ) Hours: 3am – 9pm EST, Monday to Friday On-line training materials Available through the ‘Help’ link in SCP Also located at under Products  Supply Chain Platform Note: To report an issue, provide as much detail as possible. It is helpful to provide screenshots, the steps that were followed, and to let us know if the issue can be repeated. Getting Help Exostar can only help with regard to how the SCP system works. If you have any questions regarding the content of any of the transactions you work on in SCP, then you will need to get in touch with your buyer contact. Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

9 Contact Support – My Exostar Site
Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

10 On-Line Request Form Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

11 Help Link in SCP-RR Once you can login to SCP, there are training documents under the ‘Help’ link Note: Many Help files are presented in PDF format requiring the free Adobe Acrobat Reader. Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

12 Example – Help File Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

13 Access SCP-RR Training Materials
Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

14 Access SCP-RR Training Materials
Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

15 Access SCP-RR Training Materials
Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

16 Basic Functionality Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

17 Basic Functionality – What’s the Same
General ‘look and feel’ Navigation tree Search process Summary process Configuring screens Note: Not all business transactions that are done with Rolls-Royce will be processed through SCP-RR. Typically, the workflows you completed in the general SCP, you will now do in SCP-RR. But you will not add new workflows just because they may be covered in a training course! Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

18 Basic Functionality - Key Differences
Navigation Tree Historical Document Manager – removed Inbox – renamed to ‘Status’ and moved to the Upload/Download workflow Exceptions section – new My Workspace Transactions can be processed at the line level (on list pages) Counts occur at the ‘line’ level instead of ‘document’ level (‘schedule line’ for orders) Save filters – right on the dashboard Miscellaneous System sends out documents based on a timed ‘sweep’ – no longer a ‘Send’ button in most cases Page numbers – can enter a number to ‘jump’ to a page Configure (columns, sorting) – can be done at the header level of document detail pages, templates can easily be created and saved for future use When downloading, the column layout for the default format has changed Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

19 Terminology - Key Differences
Current Term New Term Planning Schedule Delivery Schedule Long Term Planning Schedule Long Term Forecast Order Purchase Order Order (when used for blanket agreements) Outline Agreement ASN Shipment (or ASN) Sender/Buyer Buyer Company Account Code Buyer Account Issue Date (Doc) Created (Line) Number (Doc) Line ID Amount Amt Quantity Qty Note to Buyer Supplier Message Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

20 An ‘Archived’ status keeps outdated information off the dashboard view
Using the Dashboard Unused exceptions and summary boxes can be hidden – click the configure icon. Use drop down list to make sure ‘Purchase Orders’ are shown in the Order Summary section. Each user can set filters for their own dashboard (Buyer Name, Region etc.) An ‘Archived’ status keeps outdated information off the dashboard view Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

21 My Workspace – Counts at ‘Line’ Level
Navigation via My Workspace As previously stated, each box in My Workspace shows a particular module of the SCP system and what is going on within that module. For example, in the Order Summary box, you will see that there are number of Order States – New, Updated, Supplier Rejected and so on. These are covered in more detail in the other training courses. You will also see that there is a Total column. Wherever you see a non-zero number, you can click the number and that will take you directly to the information that is contained in that state. Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

22 List Pages – Also at ‘Line’ Level
Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

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

24 Administrative Functions
Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

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

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

27 Configuration of Header-Level Fields
Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

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

29 Special Characters Data in SCP-RR
When you enter information in SCP-RR as part of a response that will be sent to Rolls-Royce, some special characters should be avoided. For example, the ‘Supplier Comments’ field on a Delivery Schedule response can use the more basic special characters such as []>=< But you should not enter letters with accents or special characters on them or double byte characters. Creating New Users or Orgs for SCP-RR If you create a new user for SCP-RR, or set up a new organization that needs access to SCP-RR, you should ONLY USE the basic 26 letters of the alphabet, numbers and the dash (“-”) symbol. Avoid all other special characters when registering new users or organizations for SCP-RR. Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential

30 End: Overview & Basic Functionality
Copyright 2013 Exostar LLC. All Rights Reserved Proprietary and Confidential


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