1. Upload/Download Planning Schedules
Boeing 787 SCMP
March 2018

2. Table of Contents Slide Number Training Topic 2
Upload/Download Planning Schedule 5
Upload/Download Menu Per Role 15
Downloading Data File 18
Updating Offline with Excel 20
Updating Flat File Planning Schedules Offline 22
Opening Flat File Planning Schedules Offline 25
Update Planning Schedules Offline (Regardless of Format)
Planning Schedule Upload 33
Planning Schedule Response Upload 37
Upload Planning Schedule / PS Response 39
Checking Upload Status 42
Inbox Status
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3. Upload/Download Planning Schedules

4. Upload/Download Planning Schedules
All users can download Planning Schedule (PS) data to which they have Collab access.
The download filter allows users to make selections across multiple partners and sites to which they have access.
Only discrete dates with data will be downloaded and uploaded.
The system downloads and uploads data in these formats:
Microsoft Excel (.xls) format limited to 5,000 rows.
Flat file (tab delimited text) format limited to 25,000 rows.
There is a 500-record limit for import and a 1000-record limit for export.
Consuming Partners can upload Planning Schedule Quantity data.
Providing Partners can upload Planning Schedule Response (PSR) Quantity data.
The system rejects uploads if the user does not have permission to edit the data.
PS/PSR uploads will fail for the inactive collabs.
Upload templates are explained in the Help files.
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5. Upload/Download Planning Schedules
As the result of a download, there are Planning Schedule and Planning Schedule Response templates to use for uploading.
For uploads, if there are any errors in any of the records in the platform layer, no records will be submitted to the application layer; i.e. uploads are an all or none activity.
Copyright 2018 Exostar LLC | All Rights Reserved |

6. Upload/Download Menu Per Role

7. Upload/Download Menu Per Role
Boeing
Consuming Partner
Providing Partner
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8. Downloading Planning Schedule Data

9. Downloading Planning Schedule Data
When you download a Planning Schedule, any date with no data, is not included in the download file.
For example: If there is demand and/or response data for the 1st and 15th of the month, but no data for any other date, only two rows display in the downloaded file.
If there is no data for an item, you get one blank row.
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10. Downloading Planning Schedule Data
On the Navigation Tree, go to Upload/Download, then Downloads.
Consuming Partners click Download Plan Schedules. Providing Partners click Download Plan Responses.
Click the desired Document Type radio button.
Optionally, enter a Comment to reference your download.
Click the Next button. 3 1 5 2 4 2
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11. Downloading Planning Schedule Data
Enter a date by clicking in a date field, which provide a calendar.
Warning: If you use a date range less than the entire Planning Schedule horizon, when you upload your changes, Planning Schedule data outside your selected date range will be purged.
Click the Next button. 6 7
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12. Downloading Planning Schedule Data
Select the checkboxes for the desired items.
If there is only one item, it is automatically selected.
Click the Add button.
Click the grey arrow icon for the next parameter down.
Repeat the steps above until the Filter Builder (F) is complete.
If your filter is not specific enough, your download times out and fails after ten minutes. 10 8 F 9
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13. Downloading Planning Schedule Data – Filter Parameters Page
You select from the Filter Parameter options starting from the top and working down. Choices made for each Parameter affect the Parameter List of options for each item below it.
As you work your way down, the choices are displayed in the Filter Builder.
Search Box A
Parameter
Selector
Parameter
List
Add
Button
Pagination
Buttons B
Add All
Button
Filter
Display
Next
Button
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14. Downloading Planning Schedule Data – Filter Parameters Page
Selecting checkboxes for line items followed by the Add button, include those specific items in the Filter Builder.
Clicking Add All puts an asterisk (*) or wildcard in the Filter Builder, so if more items are added in the future, the new items are included.
Add
Button
Add All
Button A B
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15. Downloading Planning Schedule Data
Once the Filter Builder (F) is complete, click Next to access the download Status page.
Tip: Because you do not get a preview of what is to be downloaded, we recommend you Save a Planning Schedule Filter prior to executing a download. Then when you perform the download, Apply the saved filter to insure you download exactly the right information.
At the Inbox Status page, click the Refresh icon until the Status is Completed.
Click the File Name. F 12 13 14
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16. Downloading Data File

17. Downloading Data File – Download Progress Status Column
Queued: The system is working on other files and will get to your file momentarily.
In Process: The system is still writing the data file.
If the Queued or In Process status displays, the status automatically updates every ten seconds. You can also click the Refresh icon (R) manually.
Completed: The system is done writing the data file.
If a Completed status displays, the file was successfully written on the server.
If the Status column (S) displays an exclamation point icon, an error occurred in processing the data file. In that case, click the exclamation point to view the error file that explains the problem. In general, the error file indicates the column and row in which the error occurred as well as a brief description. R S
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18. Downloading Data File – Download Progress Status Column
Click the File Name to begin download process.
Click Save to copy the file to your computer’s hard drive, or click Open to immediately view the file. 1 2
Copyright 2018 Exostar LLC | All Rights Reserved |

19. Updating Offline with Excel

20. Updating Offline with Excel
Edit the Planning Schedule using Microsoft Excel.
Excel 2003 and prior is limited to 256 columns and 65,535 rows.
Excel 2007 does not have these limitations.
Only rows in data columns identified by EDIT can be changed.
If you Copy and Paste a row, be sure Excel does not drop the leading zero of a field, e.g. going from to
When copying a row, it is best to copy from the row number (R) rather than copy the cells. R
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21. Updating Flat File Planning Schedules Offline
Consuming Partner & Providing Partner Only

22. Updating Flat File Planning Schedules Offline
We recommend you use your internal system or word processing software to edit the flat file offline.
If you open a flat file (tab-delimited text file) directly with Microsoft Excel, you may find some of the following:
Leading zeros are dropped, i.e becomes 1234.
Long numbers such as dates in a format = yyyymmddhhmmss (year month day hour min sec), e.g (2009 Oct 31, 1:23:45 am), get converted into scientific notation and become 2.0E+13.
Using the Excel Text Import Wizard resolves the above problems.
When done editing the file in Excel, be sure to save it in text format.
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23. Opening Flat File Planning Schedule Offline
Consuming Partner & Providing Partner Only

24. Opening Flat File Planning Schedules Offline
In Microsoft Excel, choose File, then Open…
From the Files of Type menu, choose Text Files (*prn; *.txt; *csv).
Select the desired text file and click Open. 1 3 2
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25. Opening Flat File Planning Schedules Offline
In Wizard Step 1 of 3, scroll to the bottom.
Choose the Delimited radio button. Click Next >.
In Wizard Step 2 of 3, choose the Tab checkbox. Click Next >.
Scroll all the way right, hold the Shift key, and click the last column.
Make sure all columns are highlighted.
In Wizard Step 3 of 3, choose the Text radio button. Click Finish. 6 7 4 5 8
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26. Updating Planning Schedules Offline
Regardless of Format – Consuming Partner & Providing Partner Only

27. Updating Planning Schedules Offline
To add or split data, do not insert a new row into the file; instead, copy and paste an existing row anywhere below the header rows, then edit the appropriate data in the editable columns.
If you delete a row, the Planning Schedule Qty or Planning Schedule Response Qty value for that deleted date becomes empty ($null) in the Planning Schedule upon upload.
For example, your Planning Schedule date-qty is equal to 1/30-10, 2/15-20, and 3/ You want to NULL out these values to all be zero. You can do so either by:
Changing the PS Qty values to zero for each date and then uploading the file, or
Setting the first date qty value to zero, deleting the remaining date rows, and then uploading the file.
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28. Updating Planning Schedules Offline
Date format is Mmm DD, YYYY (e.g. Oct 31, 2016).
Mmm = Month (Oct)
DD = Date (31)
YYYY = Year (2016)
The hash / number / pound sign (#) as the first character in the first cell of a row, will comment out the entire row so the row will not load.
The first 2 rows will be ignored upon upload.
Row 1 contains No Edit and Edit labels to indicate which columns can be altered.
Row 2 contains the column names.
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29. Planning Schedule Upload Consuming Partner Only

30. Planning Schedule Upload
For each Planning Schedule Qty, if there is an associated Manufacturing Line No. (A) or Receiver Reference No. (B), those fields should be populated.
# Comment Row 
If used, include this with every Planning Schedule Qty entry
Required field.
Format is Mmm DD, YYYY
Mmm=Month
DD=Date
YYYY=Year
Only a 0 or positive integer is accepted
EDIT
Manufacturing Line No.
Planning Schedule Date
Planning Schedule Qty
Period Type
Receiver Reference No.
Contact Name
Contact Number
Schedule Agreement Numbers
Schedule Item Number
F2F_P2M
Oct 27, 2016 4
daily
RRN A
R. Car
1234 1
Oct 29, 2016 5
Oct 31, 2016 6 A B
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31. Planning Schedule Upload
Continued view of the upload file:
Unit of Measure
Format is Mmm DD, YYYY
EDIT
Plant
UOM
Planned Delivery Time
MRP Controller Name
Storage Location
Supplier Item
Firm Zone
Trade Off Zone
Rev Level
Response Limit Date
default
 ea
 5pm  5
 zoo
Dec 31, 2016
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32. Planning Schedule Upload
Upon a Planning Schedule upload, that collab is marked with PS Status attribute value of New.
All collabs in New Planning Schedule state are shown in the Problem Summary region in My Workspace.
When a new Planning Schedule is uploaded by the Consuming Partner, the existing Planning Schedule Qty data is rolled-over to become Planning Schedule Qty – Previous, and the new Planning Schedule data is published as the current Planning Schedule Qty data. 1 2
Copyright 2018 Exostar LLC | All Rights Reserved |

33. Planning Schedule Upload
If there is any PS Quantity (date & quantity pair) different from the PS Quantity Previous data measure, the Collab is marked with a Schedule Change.
All collabs in Schedule Change State are shown in the Problem Summary region in My Workspace.
Users are able to search on this Schedule Change attribute to list only the collabs with a Schedule Change. 1 2
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34. Planning Schedule Response Upload Providing Partner Only

35. Planning Schedule Response Upload
The Reason Code column has predefined values to speed data entry.
Reason codes should be entered when the response date or quantity does not match the requested date or quantity.
Required field.
Format is Mmm DD, YYYY
Mmm=Month
DD=Date
YYYY=Year
Only 0 or a positive integer is accepted.
PP Populated
A-Material Shortage
B-Machine Reliability
C-Tooling Issues
D-Lack Of Capacity
E-Shop Floor Planning
F-Non Conformance
G-Sub Tier Supply Failure
H-Data Integrity
I-Schedule Line Change
J-Design Change
S-Shipped
X-Other - Please Specify
EDIT
Supplier Response Date
Supplier Response Qty
Reason Code
Sep 22, 2016 2
 G-Sub Tier Supply Failure
Sep 24, 2016
 X-Other - Balance due from Sep 22, 2009
Sep 26, 2016 5
Sep 30, 2016 6 A
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36. Planning Schedule Response Upload
When a new Planning Schedule Response is uploaded by the Providing Partner, the existing Planning Schedule Response Qty data is rolled-over to become Planning Schedule Response Qty – Previous, and the new Planning Schedule Response data is published as the current Planning Schedule Response Qty data. 1
Copyright 2018 Exostar LLC | All Rights Reserved |

37. Planning Schedule Response Upload
Upon a PS Response upload, the Planning Schedule moves to a Sent state, and the exception for Response Mismatch is evaluated.
If any PS Response does not match a PS quantity, the Collab is marked as a Plan Response Mismatch.
It is possible even if the time buckets are showing the same numbers for Plan Schedule Qty and Plan Schedule Response Qty, if those numbers are associated with a different Manufacturing Line Number the exception will be triggered.
When a Providing Partner changes response in the User Interface, their responses trigger the Response Mismatch exception upon Update.
Current date or earliest demand date to Response Limit Date shall be used to determine Response Mismatch exception.
If Response Limit Date is not present, the farthest date on PS/PSR is used. 1
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38. Upload Planning Schedule / PS Response
Consuming Partner & Providing Partner Only

39. Uploading Planning Schedule / PS Response
Click Upload /Download, then Uploads to expand the Navigation Tree.
Click the Upload File(s) option.
Consuming Partners click the appropriate Planning Schedule Upload radio button, while Providing Partners click the appropriate Planning Schedule Response Upload radio button.
Click Choose File.
Navigate to and select the file you want to upload.
Click Next.
The Inbox Status screen is shown – see next section. 3 5 1 4 2 6 7
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40. Checking Upload Status Consuming Partner & Providing Partner Only

41. Checking Upload Status
Queued: The system is working on other files and will get to your file momentarily.
In Process: The system is still writing the data file.
If the Queued or In Process status displays, the status automatically updates every ten seconds. You can also click the Refresh icon (R) manually.
Completed: The system is done writing the data file.
If the Completed status displays, the data was successfully written on the server.
If the Completed with Errors status displays (S), an error occurred in processing the data file. In that case, click the exclamation point icon to view the error file that explains the problem. In general, the error file provides the column and row where the error occurred as well as a brief description. S R
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42. Checking Upload Status – Error Messages
Common mistakes:
Insufficient Role Permissibility if you use the wrong Role.
Invalid DM Type Count when you upload a date with no quantity.
Unsupported date format (not formatted in ‘MMM dd, yyyy’)
Make sure all required fields are filled with data.
Note: In some cases N/A (Not applicable) can be an acceptable response.
Error files for the Excel file upload return all errors found in the upload, you must ensure all reported errors are corrected before the upload processes.
Error files for the Flat File text upload return only the first error found in the upload.
We recommend checking the rest of the data for similar errors prior to uploading the file again, since repeated errors result in additional error files until all corrections to the file are made.
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43. Inbox Status

44. Inbox Status On the left Navigation Tree, go to Inbox Status.
Click + Job Filter to expand the top section.
Optionally, enter your search criteria.
Click Search. 2 1 3 4 J
System download files are purged from the Job List (J) after three days.
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45. END