1. BUILDING TECHNOLOGIES AND SOLUTIONS
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E2Open Training
E2Open Onboarding Team
April 2018
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2. E2Open Agenda What is E2Open? Locating Items Search Register
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E2Open Agenda
What is E2Open?
Register
Invitation
User Registration
Login into the system
Password Change
Select an application
System Display
Navigation Tree
Locating Items
Search
My Workspace
Edit Display Preferences
Suggested Alerts to be Displayed
Data Filter
Alert Subscription
How to toggle between one supplier number and another.
Exceptions and Alerts Overview
Forecast
SA/SA Firm Delivery Sched
Discrete Order
How to Create an ASN
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E2Open

3. What is E2Open?
E2open is an on-demand, cloud based, system that allows companies to exchange new PO, changes to the PO, and forecast information electronically. 
Supplier will be notified when new information is available and alerted to respond to these demands.  Additionally, suppliers will create ASNs (Advanced Ship Notices) indicating what, how many and when materials will arrive.
E2Open

4. Electronic Communication2
Receiving Requirements
Notification for new or change
Analysis 1
Sending Requirements
Schedule Agreements
Discrete
Forecasting 3
Communicate Information
Confirmation of New and changes
Shipment 4
Receiving Info
Confirmation
Changes
Shipment
Suppliers
JCI
E2Open allows us to have more seamless, real-time visibility between JCI and our suppliers. This ensures all parties have knowledge of forecasts/orders, can immediately see changes, and see needed delivery dates. This cuts down administrative work and increases accuracy, enhancing on-time delivery of supplies.

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Contact Information – Project Team
Name
Contact
Valeria Anaya – 
Team Member
+011 
On Boarding Team
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6. Order Management Process Workflow
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Order Management Process Workflow
Supplier Collaboration with E2Open brings the ability to collaborate with suppliers on Order process, Planning Process, and Order Fulfillment Process. Simply, this bring all of us, the ability to communicate Forecast, Forecast commitment, Discrete and Schedule Agreement creation and their commitments from the supplier, and then Shipment, and finally Receipt information.
Forecast Release / Delivery Schedule Release
Forecast Release / Delivery Schedule Response
Discrete Purchase Order / Scheduling Agreement Release
Discrete Purchase Order / Scheduling Agreement Response
Shipment / ASN
Receipt Notification
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7. E2O Access and Registration
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E2O Access and Registration
Who In Your Organization Need Access?
Person managing account to confirm orders
Shipping to create and print ASN- Mandatory!!
Send addresses for access request to
Identify your users and send access requests today!
Invitation s will be sent out a few days before the Go Live.
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8. E2Open Register – Invitation Email
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E2Open Register – Invitation
Each user will set up an account in the production system. An invitation will be sent.
Account registration is a 2 step process:
1st administrator assigns supplier account access. 
Go to the “Get started!” box midway down the page in the invitation and click on the blue hyperlink message: “Click to accept the invite and get started with the registration process." 
2nd create a user id (please use your address in lower case as your user id) and password;
Once you have completed the registration, the administrator will receive confirmation prompting the account assignment 
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E2Open

9. E2Open Registration – User Registration
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E2Open Registration – User Registration
1. Select the appropriate action button
If you are a new user, click the New Account button, which will direct you to the User Registration page
If you are an existing user of the E2open system, click the Existing Account button, which will direct you to the Login page
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E2Open

10. E2Open Registration - User Registration
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E2Open Registration - User Registration
2. Enter your registration details including Name and Password
Your User ID and Address will be pre-populated
Click the Save button to be directed to the Login page
If you leave the registration site sitting inactive part way through the registration process, and then resume, you may receive a "system error" message
Note:
All fields marked with (*) are mandatory fields to be filled.
User ID must always enter in lower case form.
Password setup requires a minimum of 8 characters, which at least 2 characters must be numbers or symbols, at least 4 characters must be letters.
E.g.
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E2Open

11. E2Open Register – Login into the System
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E2Open Register – Login into the System
To access the Login page, in your browser's Address box enter the URL:
At the Login page
Type your User ID ( address)
Type your Password
Click the Log in button
If you have forgotten your password, click Forgot?
Note: You can reset your password without having to contact anyone else. After you change your password it takes 15mins for the system to reflect the changes. A D B C
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E2Open

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E2Open Password Change
The system will automatically request you to change your password every 90 days.
Enter your old password in the Input old password box
Type your new password in the Input new password box
A. Your new password must follow these guidelines
Re-enter your new password in the Confirm new password box
Click the Change Password button A
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E2Open

13. E2Open Select an Application
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E2Open Select an Application
On the Select an Application page, click Process Manager image or other application tab
Click the Profile tab to change your Password
Click the Alerts tab to see your alerts
Click the Reports tab to see your reports
Click the Support tab to contact Customer Support A B C D
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E2Open

14. E2Open System Display The system display is divided in three sections
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E2Open System Display
The system display is divided in three sections
Header
Page Display
Navigation Tree
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E2Open

15. E2Open System Display - Header
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E2Open System Display - Header
User ID 1 2 3 4 5
The Header displays your User ID and the Role that you are using
In addition, from the Header you can:
Click Exit to leave the application
Click Bookmark to save a link to a frequently accessed page
Click Help to review training material documents
Click About to see the software version
Click Feedback to rate a page for Content, Design, Ease of Use, etc.
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E2Open

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E2Open Navigation Tree
You conduct most of your movement throughout the system via the Navigation Tree
Access to specific functionality is role- dependent
Click the [+] button to expand the menu and view the grouping of related commands
Click the [-] button to collapse the menu structure
Click Home to collapse the menu structure and return to your initial start page
Drag the bar to resize (widen or narrow) the Navigation Tree 3 1 4 2
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E2Open

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E2Open Search
1. For "Auto-complete search" fields, start typing part of your search criteria and a pop up menu will appear with options containing your search string
In the example shown, typing m1 or M1 finds 2 options
The text is not case sensitive
For other search fields, these rules apply:
Search boxes ARE case sensitive
Use the asterisk (*) as a wildcard for unknown characters
For example, to search for items having 12 anywhere in the number, enter *12*
Use the comma (,) with no spaces to separate multiple items.
*12*
Selectmaker,Topgate,Enpro M1 3 1 M1 2
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E2Open

18. My Workspace E2Open training
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My Workspace
E2Open training
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19. E2Open My Workspace – Edit Display Preferences
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E2Open My Workspace – Edit Display Preferences
Edit Display Preferences
In order to have only the necessary information on My Workspace screen, you need to click the Edit Display Preferences button on the upper right corner.
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E2Open

20. E2Open My Workspace – Edit Display Preferences
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E2Open My Workspace – Edit Display Preferences
A screen with several checkboxes will appear.
Select the ones you need to be displayed.
Uncheck the ones you do not need.
Click Update Preferences
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E2Open

21. E2Open My Workspace – Suggested Alerts to be displayed
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E2Open My Workspace – Suggested Alerts to be displayed
Discrete Orders
Scheduling Agreements (SAs)
SUPPLY NETWORK EXCEPTIONS WINDOW
NEW / CHANGE SA SCHEDULE LINE ALERT
SCHEDULING AGREEMENT REQUEST/ SHIPPED QUANTITY MISMATCH ALERT
Order Past Due Alert - SA
Missing SA Firm Delivery Schedule Response Alert
NEW / CHANGE SCHEDULING AGREEMENT
New/Changed Forecast Alert
Missing Supplier Commit Response to Forecast Alert
Forecast - Commit Mismatch Alert
Cumulative Forecast - Commit Mismatch Alert
 Portal Components
SELECT ALL
DO NOT CLICK ON SUPPLY NETWORK EXCEPTIONS
 Supply Network Order Summary
CLEAR ALL, THEN ONLY SELECT THE OPTIONS FOR SCHEDULING AGREEMENT
Scheduling Agreement Summary
Shipment Summary
 Receipt Summary
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E2Open

22. E2Open My Workspace – Data Filer
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E2Open My Workspace – Data Filer
Click the Filter icon next to the item that you wish to filter
Enter your filter criteria (Screen capture shows filter by JCI Plant)
Optional, click the Search button to test your filter
Click the Save Portal Preference button to save your filter
When a filter is applied a checkmark will appear next to the funnel
B. Data filter can be applied in all the places where a funnel is present. 1 2 4 3
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E2Open

23. My Workspace – List customization
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Click on the box at the top, to select all of the items in the list.
Go to the next page by clicking on the arrows.
Click on the pencil in the upper right corner to configure the list.
If you click on these icons you can change the sorting of the list from descending to ascending and vice versa.
Download any list by clicking on Download.
Change the number of records shown in a page.
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E2Open

24. E2Open My Workspace – Email Alert Subscription
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E2Open My Workspace – Alert Subscription
You need to set up the alerts you would like to get from E2Open, these will generate an automated
From the Tree menu on your left, select My Profile menu.
Choose Alert Subscription.
You may select the Alerts that you would like to be sent to your . These alerts will contain a link to the section in E2Open that you may take action.
The image in the right represents the suggested selection for Discrete Orders. If you deal with SAs, please select accordingly.
You must click Update to save your selection 1 2
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E2Open

25. E2Open My Workspace – Email Alert Subscription sample
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E2Open My Workspace – Alert Subscription sample
This is a sample that you may receive after
you set up the alerts in E2Open.
By clicking on the blue hyperlink you will be taken to the place in E2Open where you have to take action.
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E2Open

26. E2Open How to toggle between one supplier number and another.
If you serve more than one JCI Plant, it could be the case that you have been assigned a different supplier number for each plant.
In order to change from one supplier # to another, you will need to go to the left menu and click on My Profile> Change Role. You will see the different supplier #’s you have been assigned. The supplier # you are using is highlighted in yellow and the word “(current)” appears next to it.
E2Open

27. E2Open How to toggle between one supplier number and another.
Once you click on the desired supplier number you will see that the information displayed in the header will change.
In some cases, two or more plants will share the same supplier #, in that case the way to distinguish which of the plants is requiring the material is to check under JCI Plant Code column.
Plant Codes: Norman 1001/ Wichita 1002/ Source1 1003/ Waynesboro 1024/ Stiva 1155/ Cienega / Durango 1154/ Reynosa Plant 1: RY1/Reynosa Plant 2: RY2/ Juarez: JUA/
E2Open

28. Exceptions and Alerts Overview
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Exceptions and Alerts Overview
E2Open training
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29. E2Open Forecast – Exception Summary
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E2Open Forecast – Exception Summary #
Exception Name
Description
Alert Method
Processes Required 1
New/Change Forecast
New or Updated Forecast (least time- bucket with a quantity change) received from JCI
My Workspace
Forecast- Commit 2
Missing Supplier Commit Response
Supplier has not provided Commits for the Forecast within the configurable response grace period 3
Forecast – Commit Mismatch
Supplier’s Commit does not match the JCI’s Forecast 4
Cumulative Forecast – Commit Mismatch
Supplier’s Cumulative Commit does not match JCI’s Cumulative Forecast 5
Cumulative Forecast – Evaluated Commit Mismatch
Cumulative Evaluated Commit does not match JCI’s Cumulative Forecast
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E2Open

30. E2Open SA / SA – Firm Delivery Sched – Exception Summary
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E2Open SA / SA – Firm Delivery Sched – Exception Summary #
Exception Name
Description
Alert Method
Processes Required 1
New/Changed Scheduling Agreement
JCI has published a current version of the Scheduling Agreement in “Open” State .
My workspace
Scheduling Agreement 2
New/Changed SA – Firm Delivery Schedule
JCI has published a current version of the SA – Firm Delivery Schedules in “New” State
My Workspace
SA – Firm Delivery Schedule 3
Order Past Due Alert – SA
Once a SA – Firm Delivery Schedule is past due, an alert should be sent to the corresponding supplier user for a notification. 4
Missing SA – Firm Delivery Schedule Response Alert
The Supplier has not responded to a new or changed SA – Firm Delivery Schedule with configurable Response Tolerance days
Web Portal
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E2Open

31. E2Open Discrete Order – Exception Summary
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E2Open Discrete Order – Exception Summary #
Exception Name
Description
Alert Method
Processes Required 1
Request – Promise Quantity Mismatch
Request Quantity does not match the Promise Quantity
My Workspace
Discrete Order 2
Request – Promise Date Mismatch
Request Date does not match the Promise Date 3
Request – Shipped Quantity Mismatch
Request Quantity does not match the Shipped Quantity
Shipment 4
Request – Received Quantity Mismatch
Request Quantity does not match the Received Quantity
Receipt 5
Order Line Price and Item Unit Price Mismatch
Order Line Price does not match the customer/supplier/item unit buy price. 6
Missing Discrete Order Order Response
The Supplier has not responded to a new or changed Blanket Order within the configurable Response Tolerance days
Web Portal 7
Order Past Due Alert – Discrete
Once a Discrete Order is past due, an alert should be sent to the corresponding supplier user for a notification.
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E2Open

32. HyperCare call in 9:00-11:00 am CST Every Wednesday & Friday
E2Open On boarding Team
HyperCare call in 9:00-11:00 am CST
Every Wednesday & Friday
Passcode: #
April 2018