E2Open My Workspace.

E2Open My Workspace

To Access My Workspace Click Menu, and then click My Workspace. Cards
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ To Access My Workspace To access My Workspace, go to Menu & click My Workspace. Here you will find five cards, name each card. Trainer: (You should be toggling between the PowerPoint document & the E2Open tool) Click Menu, and then click My Workspace. Cards Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

To Access My Workspace Cards are groups of problems or statuses.
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ To Access My Workspace Cards are groups of problems or statuses. The Problem Group cards are a consolidated total number of problems for the objects the user can access in the system. These are the (Exceptions) cards. Status Group cards are a consolidated total number of object statuses for the objects the user can access in the system, grouped by type of object. (The remaining cards) Cards are groups of problems or statuses. Problem Group: consolidated total number of problems (Exceptions) for the objects the user can access in the system. Status Group: consolidated total number of object statuses (orders, shipments, etc.), for the objects the user can access in the system, grouped by type of object. Status Group card Problem Group card Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Showing/Hiding Zero Values in My Workspace
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Showing/Hiding Zero Values in My Workspace As mentioned earlier, cards are customizable. There are icons on the top right page. If you want to add data that show zero value, click the icon that looks like an "eye". To add back, click the same icon. A user can choose to hide all Statuses from the Status Group cards when the number of objects with that status equals zero. Can help users focus on and more easily see statuses and exceptions that are currently associated with current objects. To show or hide zero value statuses: Click Menu, and then click My Workspace. At the top right side of the page, click the Show zero values/Hide zero values toggle icon. My Workspace shows/hides zero values. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Refreshing My Workspace
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Refreshing My Workspace If you happen to leave your desk & want to see if any changes occurred, you can click the "Refresh" icon & it will show in Real time for example if new orders were added. *show image and location on ppt image* To refresh My Workspace: Click Menu, and then click My Workspace. My Workspace appears. At the top right side of the page, click the Refresh icon My Workspace refreshes with any changed counts. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Edit Cards from My Workspace
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Edit Cards from My Workspace To remove cards from My Workspace: Click the Edit icon. My Workspace appears with a check box at the upper right of each card. Select the check box of a card that you want to remove. You can select multiple check boxes. Click Remove. Click Save. To re-arrange cards from My Workspace: At the top right side of the page, click the Edit icon . All cards have double line icon in the upper left corner, click on one, and pull it to wherever you want that card to be located. To remove cards from My Workspace: Click Menu, and then click My Workspace. At the top right side of the page, click the Edit icon My Workspace appears with a check box at the upper right of each card. Select the check box of a card that you want to remove. You can select multiple check boxes. Click Remove. Click Save. To re-arrange cards from My Workspace: All cards have double line icon in the upper left corner, click on one, and pull it to wherever you want that card to be located. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Adding Cards in My Workspace
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Adding Cards in My Workspace Talk through this whole slide To add a card to My Workspace: Click Menu, and then click My Workspace. At the top right side of the page, click the Add card icon . The Add card dialog box with a list of available cards will appear. If all cards are already in use, the list will be empty. Optionally, in the Filter All list, click a group type. Optionally, type a placeholder name. Click the check box next to the desired card. Click Save. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Reset Default Settings in My Workspace
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Reset Default Settings in My Workspace To reset the default settings in My Workspace: At the top right side of the page, click the Reset icon . A confirmation message appears. Click OK. This will reset back to the original. To reset the default settings in My Workspace: Click Menu, and then click My Workspace. My Workspace appears. At the top right side of the page, click the Reset icon . A confirmation message appears. Click OK. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Filtering Card Content
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Filtering Card Content Cards can be filtered to only show Exceptions or Statuses of objects meeting specific search criteria. Click the three vertical dots on the top right of any card and click Filter. A summary window will appear. Click the plus sign to the left of the Summary title to expand the filtering search criteria if it does not appear automatically. Cards can be filtered to only show Exceptions or Statuses of objects meeting specific search criteria. Click the three vertical dots on the top right of any card and click Filter. A summary window will appear. Click the plus sign to the left of the Summary title to expand the filtering search criteria if it does not appear automatically. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Filtering Card Content Talk through this whole slide Enter the desired filtering criteria in the search fields. Click Search. New filtered totals for each status will appear below the search area. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Filtering Card Content Enter the desired filtering criteria in the search fields. Click Search. New filtered totals for each status will appear below the search area. Scroll up and click Save Search. The card will now show only the values of the filtered results. Enter the desired filtering criteria in the search fields. Click Search. New filtered totals for each status will appear below the search area. Scroll up and click Save Search. The card will now show only the values of the filtered results. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

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E2Open Attachments Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Attachments Attachments can be added only by a JCI Supplier Scheduler and viewed anywhere a paper clip (has any number other than 0) in Parenthesis. Trainer: (You should be toggling between the PowerPoint document & the E2Open tool) Show an example of a PO with an attachment. Attachments can be added by only JCI supplier scheduler and viewed anywhere a paper clip (has any number other than 0) in Parenthesis is displayed by all users. These can be any file type. Some examples where you will find attachments are located: Orders Order Line Item Shipments Scheduling Agreements Anyone can view an attachment for any object they can access. Adding attachments can only done be by JCI . Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

View Attachments (all users)
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ View Attachments (all users) Demonstrate from you sample PO how to view the attachment. Click the paper clip icon of the object for the attachment. An attachment window will open. If the object has an attachment it will be listed in this window. Click the file name of the attachment. What happens next is dependent on your browser. The file may be downloaded automatically, or you may see a dialog asking whether you want to save the file or open it with a specific application. Open the attachment to view. Click the paper clip icon of the object for the attachment. An attachment window will open. If the object has an attachment it will be listed in this window. Click the file name of the attachment. What happens next is dependent on your browser. The file may be downloaded automatically, or you may see a dialog asking whether you want to save the file or open it with a specific application. Open the attachment to view. *Supplier View Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

E2Open Exceptions Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Exceptions Overview The system has pre-defined business rules associated with the data measures of a collaboration item. If the business rules are violated, the system generates an exception to alert users of a potential problem. The system has pre-defined business rules associated with the data measures of a collaboration item. If the business rules are violated, the system generates an exception to alert users of a potential problem. Some exceptions trigger alerts that a user can sign up to receive. Exceptions are indicated in the My Workspace page and on the Multi-Collab View (MCV) page of the collaboration item. The exception setting is from the customer’s point-of-view. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Forecast/Commit Exception Summary
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Forecast/Commit Exception Summary These are the different types of Exceptions for Forecast, with the Exception name, description & method you can receive the alerts. The following table describes forecast/commit exceptions. Exception Name Description Alert Method Process Required New/Change Forecast New or updated forecast (least time-bucket with a quantity change) received from JCI. My Workspace Forecast- Commit Missing Supplier Commit Response Supplier has not provided commits for the forecast within the configurable response grace period. Forecast – Commit Mismatch Supplier’s commit does not match the JCI forecast. Cumulative Forecast – Commit Mismatch Supplier’s cumulative commit does not match JCI’s cumulative forecast. Cumulative Forecast – Evaluated Commit Mismatch Cumulative evaluated commit does not match JCI’s cumulative forecast. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

SA – Firm Delivery Schedule Exception Summary
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ SA – Firm Delivery Schedule Exception Summary These are the different types of Exceptions for SA Firm Delivery Schedules, with the Exception name, description & method you can receive the alerts. The following table describes SA/SA – firm delivery exceptions. Exception Name Description Alert Method Process Required New/Changed Scheduling Agreement JCI has published a current version of the SA in the Open state. My Workspace SA New/Changed SA – Firm Delivery Schedule JCI has published a current version of the SA – Firm Delivery Schedules in the New state. SA – Firm Delivery Schedule Order Past Due Alert – SA Once an SA – Firm Delivery Schedule is past due, an alert should be sent to the corresponding supplier user for a notification. 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. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Discrete Order Exception Summary
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Discrete Order Exception Summary These are the different types of Exceptions for Discrete Orders with the Exception name, description & method you can receive the alerts. The following table describes discrete order exceptions. Exception Name Description Alert Method Process Required Request – Promise Quantity Mismatch Request quantity does not match the promise quantity. My Workspace Discrete Order Request – Promise Date Mismatch Request date does not match the promise date. Request – Shipped Quantity Mismatch Request quantity does not match the shipped quantity. Discrete Order Shipment Request – Received Quantity Mismatch Request quantity does not match the received quantity. Discrete Order Receipt Missing Discrete Order Response The supplier has not responded to a new or changed discrete order within the configurable response tolerance days. 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. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Viewing Exceptions via My Workspace
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Viewing Exceptions via My Workspace How to view Exceptions from My Workspace screen: Click Menu, and then click My Workspace. My Workspace appears. View your dashboard to see exceptions card. Click Menu, and then click My Workspace. My Workspace appears. View your dashboard to see exceptions card. Exceptions card Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Viewing Exceptions via the Menu
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Viewing Exceptions via the Menu Another way to see this exceptions is from the menu: Click Menu, click Exceptions, and click on the type of Exceptions you want to see. The Exception Summary page appears, displaying alert results. Click Menu, click Exceptions, and click on the type of Exceptions you want to see. The Exception Summary page appears, displaying alert results. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Viewing Exceptions via the Menu Read the slide To view exception details, click the number of exceptions for an alert for which you want to view details. An alert can have more than one type of exception. Red numbers indicate high risk; yellow numbers indicate medium risk; green numbers indicate low risk. Numbers above 1,000 will not be hyperlinked and cannot be clicked. These results will need to be filtered and results must fall below 1,000 before you can click them to see details. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Viewing Exceptions via the Menu You can filter by alert type on the drop down menu at the right top corner. To view different exception alert types, click the alert type in the exception alert drop-down menu. To view details about an order number, click the order number. The expanded details panel appears. Scroll to view the details. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Filtering Exceptions Viewed via the Menu
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Filtering Exceptions Viewed via the Menu Also on the menu, you can filter the exceptions: read through slide. On the Exceptions Summary page, click the plus sign next to Exception Problem Summary to view the search options. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Filtering Exceptions Viewed via the Menu Read through slide Enter the desired filtering criteria in the search fields. Click Search. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Filtering Exceptions Viewed via the Menu Read through slide 3. Scroll down to see updated results. If total results for an alert are below 1,000, the number will be clickable to see details. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

E2Open My Profile Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Changing Your Role If you deal with multiple JCI plants you can switch or toggle between the roles. Trainer: (You should be toggling between the PowerPoint document & the E2Open tool) To change your role: At the top right corner of a page, click your name. Note: Your current role displays below your name. In the Switch Role list, click the role to which you want to switch. The screen resets itself to reflect your new role. If you have multiple roles, you can switch between roles. To change your role: At the top right corner of a page, click your name. Note: Your current role displays below your name. In the Switch Role list, click the role to which you want to switch. The screen resets itself to reflect your new role. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Setting up Email Alert Subscriptions
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Setting up Alert Subscriptions You can set alerts to receive via your . Click Menu, click My Profile and then click Alert Subscription. The Setup to Receive Alerts page appears. Select the check box next to the alerts that you want to receive. You can select multiple alerts. If you don't want to receive the alerts anymore or certain ones, you can uncheck what you don't want to receive & hit Save. Click Menu, click My Profile and then click Alert Subscription. The Setup to Receive Alerts page appears. Select the check box next to the alerts that you want to receive. You can select multiple alerts. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Setting up Alert Subscriptions Read slide To further specify the alerts that you want to receive, click the filter icon next to an alert that you want to receive. The expanded search panel for the alert you selected appears. Enter your search criteria and click Save Search. The Setup to Receive Alerts page appears with a confirmation message. Click x to close the message. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Setting up Alert Subscriptions Talk through this whole slide To save the alerts that you want to receive, click Save. Your address appears in the row for the alerts you selected. To cancel an alert, uncheck the check box next to the alert that you want to cancel to clear it, and then click Save. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

Getting Support Read Slide Help desk support for both internal and partner users is typically provided by the organization that invited you to use the E2open solution. You can contact JCI through at at any time this mailbox is monitored by the whole JCI onboarding team. This is our preferred method of contacting us JCI is also available by calling into our Hypercare Hotline on Tuesdays, Thursdays & Fridays from 9:00am - 11:00am CST at Code Supplier Training will be held on Wednesdays from 9:00am - 11:00am CST at Code Johnson Controls Inc.-INTERNAL-(Peter Daniel) Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

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E2Open My Workspace.

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