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IBM SCPM Basic Navigation
February 24, 2019
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SCPM Basic Navigation
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Logging In to the System
To login to the system: To access the Login page, in your web browser’s Address box type the IBM E2open URL: At the Login page, type your user ID (A) and password (B) and click the Login button (C) to access the ‘Select an Application’ page A B C
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Selecting an Application
B A Supply Chain Process Manager for IBM From the Select an Application page, you can: Access the IBM SCPM system Change your password
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Changing Your Password
The system will prompt you to change your password: The first time you login Every 90 days If you select Forgot Your Password? from the Login page If you select Change Password from the Select an Application page To change your password: Type your old password in the Input old password box (A). Following the Password Rules (B), type your new password in the Input new password box (C). Re-type you new password in the Confirm new password box (D). Click the Change Password button (E). A C D E B Forgot Your Password? From the Login page, click Forgot Your Password? to access the Forgot Password page. Enter your User ID in the E2open User ID box and click the Enter button. Enter the answer to your challenge phrase in the Answer box and click the Submit button. The system will automatically display a new password on the screen. The first time you login with the new password, the system will prompt you to change it.
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Basic Navigation The system display is divided into three sections:
1. Header 2. Navigation Tree 3. Page Display System Display: Tool Bar – the system always displays the Tool Bar at the top of the SCPM window. The Tool Bar displays your user name and role and provides access to the Help and Logout functions. Navigation Tree – the displays the Navigation Tree at the left of the SCPM window. The Navigation Tree provides you with links to system pages. You can choose to show or hide the Navigation Tree by clicking the Show/Hide button. Page Display Area – makes up the rest of the display area. When you first login, the Page Display Area displays the SCPM Welcome page. As you navigate the system, it displays the pages you request.
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Header The Header displays your User ID and Role you are using:
B C Org Access The Header displays your User ID and Role you are using: In addition, from the Header you can: Logout Bookmark an SCPM page Access Help docs (including the training materials) System Display: Tool Bar – the system always displays the Tool Bar at the top of the SCPM window. The Tool Bar displays your user name and role and provides access to the Help and Logout functions. Navigation Tree – the displays the Navigation Tree at the left of the SCPM window. The Navigation Tree provides you with links to system pages. You can choose to show or hide the Navigation Tree by clicking the Show/Hide button. Page Display Area – makes up the rest of the display area. When you first login, the Page Display Area displays the SCPM Welcome page. As you navigate the system, it displays the pages you request.
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Navigation Tree You conduct most of your navigation of the system via the Navigation Tree: From any page, you can click Home to return to your SCPM Home page You click My Workspace to access the My Workspace page where you can view a summary of your news, issues and alerts Depending on your role in the system, you have access to various sub-trees A B C
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My Workspace Page My Workspace allows you to create your own “dashboard” for easy access to E2open exceptions and workflows My Workspace Link Refresh Icon Information Problems Alerts Summaries by State
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My Workspace Page My Workspace allows you to create your own custom “dashboard” for easy monitoring of E2open activities Customize View Update Preferences
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Navigation Tree The sub-trees provide access to functionality:
Issues – access a summary of your exception alerts in the system Alerts – access the results of manual flat-file uploads and downloads, to and from the system Supply Collaboration – access the Multi Collab View (MCV) page and related functions for your collaborations and set your system user preferences Upload/Download – execute manual flat-file uploads and download of system data and trigger B2B and S2S data downloads My Profile – change your home page and org access Orders – access Orders and related functions Advance Ship Notices – access ASNs and related functions Receipts – access Receipts and related functions A B C D E F G H
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Changing First Page You can choose the page the system displays when you first login or click Home (A) from the Navigation Tree A 2 3 1 From the Navigation Tree, click [+] to expand the My Profile tree. Click the Change First Page link to access the Change First Page page. From the First Page menu, choose the page name you want to select. Click the Update button to save your change.
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Changing Your Role To change your role:
1 3 2 To change your role: From the Navigation Tree, click [+] to expand the My Profile tree. Click the Change Org Access link to access the Org Access Selection page. Click the Org Access Name you want to use to prompt the system to change you to that access role and return to the Welcome page.
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Updating Your User Preferences
You can update your user preferences by following the menu path: Supply Collaboration Utilities User Preferences
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Updating Your User Preferences
Select MCV page timeline Display data measure Last Modified Date on MCV page Select default MCV tab Subscribe to alerts 2 To update your user preferences, at the User Preference page: Enter your new settings. Click the Update button. Default Display Hierarchy User Site System
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SCPM Other Navigation Features
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Navigation Path There are two other useful navigation features:
1. Show/Hide Navigation Tree 2. Navigation History Path Show/Hide Navigation Tree Use it to expand and contract the Page Display Area Navigation History Path Use it instead of your browser’s Back button As you navigate the system, it displays your navigation history as a selectable pathway You can click on any page name in the pathway to immediately display that page System Display: Tool Bar – the system always displays the Tool Bar at the top of the SCPM window. The Tool Bar displays your user name and role and provides access to the Help and Logout functions. Navigation Tree – the displays the Navigation Tree at the left of the SCPM window. The Navigation Tree provides you with links to system pages. You can choose to show or hide the Navigation Tree by clicking the Show/Hide button. Page Display Area – makes up the rest of the display area. When you first login, the Page Display Area displays the SCPM Welcome page. As you navigate the system, it displays the pages you request.
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Working with Lists As you navigate SCPM, the system presents you with opportunities to select collaborations and documents from lists: The following tips will make your list navigation more effective: To select all the items in a list, click the Select All checkbox. To switch between Ascending and Descending sort order for a column, click the Sort Order icon. To change the column display and their sort order, click the Table Configurator icon. For a list of more than 25 items, use the Next Page and Previous Page buttons to navigate the list. C A B D
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Help In the Header click Help
1 2 In the Header click Help In the Help window header, click the desired item name Note: Help files are presented in PDF format requiring Adobe Acrobat Reader System Display: Tool Bar – the system always displays the Tool Bar at the top of the SCPM window. The Tool Bar displays your user name and role and provides access to the Help and Logout functions. Navigation Tree – the displays the Navigation Tree at the left of the SCPM window. The Navigation Tree provides you with links to system pages. You can choose to show or hide the Navigation Tree by clicking the Show/Hide button. Page Display Area – makes up the rest of the display area. When you first login, the Page Display Area displays the SCPM Welcome page. As you navigate the system, it displays the pages you request.
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Commonly Used Icons Table Configurator – accesses the Table Configurator dialog box where you can select Material Master data fields to display and their sort order Show/Hide Table Columns – drag-and-drop feature that expands and contracts the Collab Attribute data columns on the MCV page Sort Order – indicates the sort order of a series of columns in a table. Clicking the icon selects between ascending and descending display for the column Calendar – accesses a pop-up calendar for quickly selecting a date to add to search or filter function Refresh – prompts the system to refresh page data (use after you designate new display parameters or if you want to see if there is new data) Collab Details – displays a menu of collaboration related workflows, including Collab Attributes, you can select to view from the MCV page
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Commonly Used Icons Data Measure Selector – accesses the Data Measure Selector dialog box where you can configure the data measures the MCV page displays View All Collaborations for Object – used when drilling-down to MCV page Export – the data on the page to a local drive in tab delimited text format Filter – accesses the Multi Collab Filter, which you can apply to the data on the page View Chart – accesses the MCV Detail Chart View page where you can select data from the MCV page to view in a chart Reset – allows you to reset a Filter on the Multi Collab Filter page
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