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Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ E2Open Search, Summary & History Functions, Discrete Orders, Scheduling Agreements.

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Presentation on theme: "Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ E2Open Search, Summary & History Functions, Discrete Orders, Scheduling Agreements."— Presentation transcript:

1 Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’
E2Open Search, Summary & History Functions, Discrete Orders, Scheduling Agreements & Firm Delivery Orders Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

2 Search Summary Search or Summary
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Search or Summary Search & Summary are different ways to lookup po information.  Notice both are listed under each category on the Collaborative Order Management page.  The functionality is the same no matter where you do your lookups.  Read the slide & show in E2Open. Search Best used when you know something particular about the item, such as number, name or description, that can be typed into the search fields. Summary Best used when you want to access items grouped by Category and State, or further refine the results based on particular parameters Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

3 Viewing information via Summary
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Viewing information via Summary Notice both Search & Summary are both listed under each category on the Collaborative Order Management page.  The functionality is the same no matter where you do your lookups.  Read the slide - Trainer should be in the E2Open tool demonstrating. Click Menu, click Collaborative Order Management and then under the desired Item, click Summary. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

4 Viewing information via Summary
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Viewing information via Summary The screenshot shows a discrete order summary example, you can also see the states for Discrete Orders on the Discrete Order Schedule page under "Scheduled State" column (example: OPEN).  The Discrete Order Summary shows the different states and how many are in each state. Click the number to the right of any state to see all items in that state. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

5 Viewing information via Search
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Viewing information via Search Second example to find PO information is by doing a Search.  (Demonstrate in E2Open) Click Menu, click Collaborative Order Management and then under the desired Item, click Search. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

6 Viewing information via Search
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Viewing information via Search Read slide Enter your search criteria. Click Search to view the results. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

7 Search Tips Search Criteria Wildcard (*) Auto-Complete
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Search Tips Explain this filter criteria “tips”: wildcard and autocomplete.   Now is a good time to bring up a PO in E2Open & discuss everything about the Header & Line Level sections.   Search Criteria Wildcard (*) “*” to return all results. “*” before text or number to show records ending with that text or number. “*” after text or number to show records starting with that text or number. “*” before and after text or number to show records containing that text or number. Auto-Complete Start entering data, and all possible matching data appears in list below text entry field. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

8 Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’
Viewing Order Details Viewing the results from either the Summary or Search for details. After receiving Summary or Search results, view the results. Click an order number to view order details. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

9 Viewing a Order Details
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Viewing a Order Details Continue - Viewing the results from either the Summary or Search this is the detail page. Explain basics, such as you have additional tabs for more information on the PO, which are Order Details, Shipment Info & Receipt Info tabs.  To review items related to this order, click the appropriate tab Order Shipments Receipts Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

10 E2Open Discrete Order Add Comment or Note to line item detail.
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ E2Open Discrete Order Add Comment or Note to line item detail. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

11 Comment Field - Discrete Orders Only
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Comment Field - Discrete Orders Only Read Slide & demonstrate in E2Open. The Supplier & Supplier Scheduler can now add comments (notes) at PO line item detail on DISCRETE ORDERS ONLY. Either can create a comment, change (add to), cancel a comment /note. If the supplier scheduler adds a comment the supplier can view but not edit the comment. If a supplier adds a comment the supplier scheduler can view but not edit the comment Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

12 Comment Field - Discrete Orders Only
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Comment Field - Discrete Orders Only Demonstrate in E2Open. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

13 Comment Field - Discrete Orders Only
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Comment Field - Discrete Orders Only Demonstrate in E2Open Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

14 Comment Field - Discrete Orders Only
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Comment Field - Discrete Orders Only Demonstrate in E2Open Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

15 Information (History) is captured whenever action is taken on items
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Viewing Items History How to view information History Information (History) is captured whenever action is taken on items.  Read slide. Click Menu, click Collaborative Order Management and then under the desired Item, click History. Information (History) is captured whenever action is taken on items Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

16 Viewing Items History Enter your search criteria.
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Viewing Items History Read slide Enter your search criteria. Click Search to view the results. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

17 Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’
Viewing Items History Continued - How to view History. The plus sign expands the audit details, Expand All, collapses/expands the detail by date. Click [+] on a line of audit details to expand the line Click Expand All to collapse/expand the detail by date. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

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

19 Discrete Orders Overview
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Discrete Orders Overview JCI uploads confirmed discrete orders (POs) into E2open system via B2B. Discrete orders indicate JCI’s firm material requirements. Specifies supplier, part, ship-to site, request quantity, request date and so on. Newly created orders in the hub ERP system are loaded into the E2open system in the New state. Each discrete order may contain multiple line items and each line item may contain multiple request schedules. Any change to an order by the buyer in the hub ERP system will move the order to the Open state. A discrete order can be downloaded as an Excel® file. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

20 Discrete Orders Overview
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Discrete Orders Overview The slide explains the different statuses on how our suppliers can respond to orders. Suppliers can take one of the following actions to respond to orders in the New state. Accept The supplier agrees to fully meet the needs (delivery schedule date/quantity) as specified by the customer. In this scenario, E2open moves the delivery schedule to Accepted state. Accept with Changes The supplier recommends changes by proposing a new promise date and/or quantity. In this scenario, E2open moves the delivery schedule to Accepted with Changes state. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

21 Discrete Order State Definition
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Discrete Order State Definition Overview of how Discrete Orders come over from JCI to the Supplier & then into E2Open.  Show the My Workspace screen when explaining the different states for this page & the next.  Remind suppliers to select "Discrete" orders from the dropdown on the Supply Network Order Summary card. State Definition New The state assigned to a new order line/request schedule (newly created in ERP system) when it is loaded into E2open. It is available for supplier response, and downstream transactions (shipments/receipts) are permitted against it. Open The state assigned to a changed order line/request schedule (changed in JCI ERP) when it is loaded into E2open. It is available for supplier response, and downstream transactions (shipments/receipts) are permitted against it. Accepted with Changes (AWC) The state assigned to a request schedule when supplier has accepted the request schedule with changes to the promise date and/or promise quantity. Downstream transactions (shipments/receipts) are permitted against it. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

22 Discrete PO State Definition
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Discrete PO State Definition Definition of additional Order State for Discrete PO’s. State Definition Accepted The Supplier has accepted the Request Schedule as-is with the Promise Date and Promise Quantity matching the Request Date and Request Quantity. Downstream transactions are permitted against it. Cancelled JCI has cancelled the Request Schedule in the ERP system. The Supplier cannot make further changes or response to the Request Schedule in this state anymore. Request Schedules in this state are able to be re-opened in JCI ERP system and synchronized to E2open. Downstream transactions (Shipments/Receipts) are not permitted against it. Closed JCI has closed the Request Schedule in the ERP system. The Supplier cannot make further changes or response to the Request Schedule in this state anymore. Request Schedules in this state are able to be re-opened in JCI ERP system and synchronized to E2open. Downstream transactions (Shipments/Receipts) are not permitted against it. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

23 How to view a PDF copy of your PO
In My Workspace select the PO state that you want to review (New or Open). Click from the list the PO # (in blue) that you want to review. You will get the PO details page On the upper right corner you will find a printer icon, click on it and you will obtain a PDF copy of the PO. You can print/save the PO from your computer.

24 Accepting Discrete Orders (Supplier Role Only)
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Accepting Discrete Orders (Supplier Role Only) How to confirm a Discrete Order.  From the list of new or open orders, select the check box next to the order(s) you want.  If you can meet the requirements of the order.  Click Confirm.  After complete show how the selected order(s) will be removed from the New or Open state & moved to the "Accepted" state on the My Workspace screen once the order has been confirmed. Navigate to a list of New or Open orders. Using Search or Summary or through my Workspace under the Supply Network Order Summary Card. Select the check box next to the order(s) that you want to accept. Click Confirm. Buyer requested date and requested quantity are copied to the promise date and promise quantity fields. Selected orders are removed from the list. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

25 Adding Promises to Discrete Orders (Supplier)
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Adding Promises to Discrete Orders (Supplier) How to confirm a Discrete Order with changes.  From the list of new or open orders, select the check box next to the order you want to make changes to. Click Edit Promises.  On caution message, click OK.   Navigate to a list of new or open orders. Using Search or Summary or through my Workspace under the Supply Network Order Summary Card. Select the check box next to the order to which you want to add promises. Only one order at a time can be selected for this action Click Edit Promises. When a caution message appears, click OK. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

26 Adding Promises to Discrete Orders (Supplier)
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Adding Promises to Discrete Orders (Supplier) Enter data to revise in the appropriate fields, Click Save when finished.  After complete show how the selected order(s) will be removed from the New or Open state & moved to the "Accepted with Changes" state on the My Workspace screen once the order has changed. Enter revised data Promise Quantity Can be split into multiple lines Promise Dates (for each line) Click Save. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

27 Discrete Order Milestones Overview

28 Discrete Order Milestones Overview
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Discrete Order Milestones Overview Milestones represent the order life cycle.  Read slide Users can view graphical representation of the order life cycle in the order list page. The Collaboration and End-Of-Life milestone groups are to capture the life-cycle progress in each order schedule. The Shipment and Receipt milestone groups are based on the supplemental process activities and are adjusted accordingly. Discrete Order Milestones E2Open On Boarding Team Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

29 Discrete Order Milestones Configuration Matrix
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ The configuration matrix represented by color. Discrete Order Milestones Configuration Matrix Group Display Name Visible Color Condition Collaboration New Always Green The order schedule was updated in the New state. Open The order schedule was updated in the Open state. Accepted With Changes The order schedule was updated in the Accepted with Changes state The order schedule isn't in the New/Open state, any Long-Tail response state, or the Accepted/Rejected state. Accepted The order schedule was updated in the Accepted state The order schedule isn't in the New/Open state, any Long-Tail response state, or the AWC/Rejected state. Discrete Order Milestones E2Open On Boarding Team Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

30 Discrete Order Milestones Configuration Matrix
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Discrete Order Milestones Configuration Matrix Shipment matrix represented by color. Group Display Name Visible Color Condition Shipment No Shipment Conditional Grey In the order schedule, no shipment has been created. Partially Shipped Amber In the order schedule, some shipments are created but don't completely fulfill the quantity requested by the buyer. Fully Shipped Green In the order schedule, the quantity requested by the buyer is fully shipped out. Over-Req Shipped Red In the order schedule, the shipped quantity is more than the quantity requested This could potentially create problems in the downstream operation process. Discrete Order Milestones E2Open On Boarding Team Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

31 Discrete Order Milestones Configuration Matrix
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Discrete Order Milestones Configuration Matrix Receipt matrix represented by color. Group Display Name Visible Color Condition Receipt No Receipt Conditional Grey In the order schedule, no receipt has been received. Partially Received Amber In the order schedule, the receipt has been partially received but is less than the requested quantity. Fully Received Green In the order schedule, the receipt has been received and completely fulfills the requested quantity. Over-Req Received Red In the order schedule, the receipt has been received but is more than the requested quantity. Discrete Order Milestones E2Open On Boarding Team Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

32 Discrete Order Milestones Sample Scenario
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Discrete Order Milestones Sample Scenario Sample scenario The order is created, then accepted by the supplier. The shipments are then created and may be adjusted. Then, materials are received. The payment process is completed and the order is closed. • New Order with ReqQty = 100 • Order is Accepted • Shipment Created with Qty = 30 • Second Shipment Created with Qty = 70 • Third Shipment Created with Qty = 10 • The Third Shipment, with QTY = 10, is Cancelled • Receipt is Created with RecQty = 100 • Order is Closed Discrete Order Milestones E2Open On Boarding Team Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

33 Discrete Order Milestones Sample Scenario
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Discrete Order Milestones Sample Scenario sample New Order with ReqQty = 100 On the UI, the Milestones column contains: New Order is Accepted On the UI, the Milestones column contains: Accepted Shipment Created with Qty = 30 On the UI, the Milestones column contains: Partially Shipped Second Shipment Created with Qty = 70 On the UI, the Milestones column contains: Fully Shipped Total Shipment Quantity = 100 Requested Quantity = 100 Discrete Order Milestones E2Open On Boarding Team Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

34 Discrete Order Milestones Sample Scenario
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Discrete Order Milestones Sample Scenario sample Third Shipment Created with Qty = 10 On the UI, the Milestones column contains: Over-Req Shipped Total Shipment Quantity = 110 Requested Quantity = 100 The Third Shipment, with QTY = 10, is Cancelled On the UI, the Milestones column contains: Fully Shipped Total Shipment Quantity = 100 Requested Quantity = 100 Receipt is Created with RecQty = 100 Order is Closed On the UI, the Milestones column contains: Closed Discrete Order Milestones E2Open On Boarding Team Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

35 E2Open SA Scheduling Agreement Firm Delivery Schedule
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ The functionality to confirm or Edit with Promises is the same as Discrete Orders. E2Open SA Scheduling Agreement Firm Delivery Schedule Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

36 Scheduling Agreement Overview
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Scheduling Agreement Overview Scheduling Agreement is an arrangement between JCI & a supplier to deliver materials based on specified terms & conditions & associated with firm delivery schedules. A scheduling agreement (SA) is a part of the procurement process that initiates an arrangement between JCI and a supplier to deliver materials based on specified terms and conditions. Scheduling agreements can also be associated with firm delivery schedules. The procurement process using a scheduling agreement is described in the table below. Process Description Scheduling Agreement / SA Firm Delivery Schedule Enables the communication of JCI’s near-term material requirements through a firm delivery schedule. In this project, the delivery schedule lines for the scheduling agreement created in the JCI ERP system will be sent to E2open as the scheduling agreement – firm delivery schedule. Suppliers may respond to the scheduling agreement delivery schedule with promises. Shipment Enables the communication of the supplier’s material shipment information to JCI using advance shipment notifications (ASNs) created by the supplier against the scheduling agreement delivery schedule. Receipt Enables the communication of JCI’s material goods receipt information to the supplier using receipts created by JCI once material has physically arrived. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

37 Firm Delivery Schedule States
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Firm Delivery Schedule States The states of Firm Delivery Schedules and definitions. Firm Delivery Schedule (Release) state Description/Actions required New New Firm Delivery Schedules are releases Supplier Schedulers create as requests based on the Scheduling Agreement. Supplier will confirm this request or make a suggestion. Accepted Firm Delivery Schedules are found under Accepted if a New order is confirmed for the requested date and time. Supplier is only able to create ASN with releases in this state. Accepted with Changes Once a suggestion on the Supplier's end is made for a Firm Delivery Schedule it will appear under the Accepted with Changes category. It is the Supplier Scheduler’s responsibility to review and make this changes. Supplier has visibility privileges. Cancelled Orders are cancelled only from the Supplier Scheduler’s end. Supplier has visibility privileges. Scheduling Agreement Firm Delivery Schedule States Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

38 SA and SA – Firm Delivery Schedule Relationship
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ SA and SA – Firm Delivery Schedule Relationship *No need to repeat, no different from what we discussed on Discrete Pos* Scheduling Agreements are creating in the ERP system & then published into E2Open through Business to Business transactions. They are JCI’s contractual requirements to suppliers. SA’s are what we need in the future and scheduled around orders for the future, not an order yet. Firm delivery is when we say “YES” give us that order. JCI creates scheduling agreements in the ERP system, and then publishes them to E2open through B2B transactions. The agreements indicate JCI’s contractual requirements to suppliers, specifying the order line item, part number, unit price, delivery terms, payment terms, and so on. When they are creating, scheduling agreements may not be associated with delivery schedules. JCI creates the near-term operative delivery schedules in the ERP system, and publishes those schedule lines as SA – firm delivery schedules to E2open via B2B. The SA firm delivery schedule indicates JCI’s delivery requirement, specifying the supplier, item, ship-to site, as well as the request quantity and request date. Each SA may contain multiple line items and each line item may contain multiple delivery schedules with different request dates and request quantities. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

39 Scheduling Agreement – Firm Delivery Schedule
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Scheduling Agreement – Firm Delivery Schedule Read entire Slide Scheduling agreement – firm delivery schedules are always loaded in New state. If there is a change in JCI’s ERP system (especially a request date and/or request quantity change), the changed scheduling agreement delivery schedule will be synchronized to E2open via B2B. Note: An message is sent to the subscribed users to notify of the new/changed scheduling agreement. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

40 Scheduling Agreement – Firm Delivery Schedule
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Scheduling Agreement – Firm Delivery Schedule Our suppliers can respond to Scheduling Agreements – Firm delivery schedules from the “New” state. Suppliers can take one of the following actions to respond to scheduling agreement – firm delivery schedules in the New state.  Accept The supplier agrees to fully meet the needs (delivery schedule date/quantity) as specified by the customer. In this scenario, E2open moves the delivery schedule to Accepted state. Accept with Changes The supplier recommends changes by proposing a new promise date and/or quantity. In this scenario, E2open moves the delivery schedule to Accepted with Changes state.  Add Promises The supplier recommends multiple promise delivery schedules against one request schedule. In this scenario, E2open moves the delivery schedule to Accepted with Changes state. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

41 Accepting SA - Firm Delivery Schedule (Supplier)
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Accepting SA - Firm Delivery Schedule (Supplier) *No need to repeat* How to Accept SA – Firm Delivery, Select the checkbox next to the SA you want to accept. If everything is ok, Click Confirm. Navigate to a list of new SA – firm delivery schedules. Using Search or Summary or through my Workspace under the Supply Network Order Summary Card. Select the check box next to the schedule agreement(s) that you want to accept. Click Confirm. Promised quantity and date are set to the requested quantity and date.  Selected scheduling agreements are removed from the list. If desired, continue to accept schedules. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

42 Adding Promises – SA – Firm Delivery Schedule (Supplier)
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Adding Promises – SA – Firm Delivery Schedule (Supplier) *No need to repeat* How to Add Promises SA – Firm Delivery Schedule. Select the checkbox next to the SA you want to add promises. It can only be one schedule at a time. Click Edit Promises. Enter changes, Click Save. Navigate to a list of new SA – firm delivery schedules. Using Search or Summary or through my Workspace under the Supply Network Order Summary Card. Click the check box next to the schedule agreement to which you want to add promises. Only one schedule at a time. Click Edit Promises. A pop-up window opens. Enter the changes that you want to make. Split quantities Multiple promise dates and/or promised ship dates Click Save. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

43 Adding Promises – SA – Firm Delivery Schedule (Supplier)
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Adding Promises – SA – Firm Delivery Schedule (Supplier) *No need to repeat* Continue How to Add Promises SA – Firm Delivery Schedule. When message box appears, click OK. Selected SA’s will be removed from list. Messages says changes were successful. Click Close. When the verification message appears, click OK. Promised quantity and dates are set to the revised quantity and dates. Selected scheduling agreements are removed from the list. A message appears indicating that the changes were successful. Click Close. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

44 E2Open Order Execution Download Edit and Upload – Supplier Only
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ E2Open Order Execution Download Edit and Upload – Supplier Only Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

45 Download Settings in Chrome
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Download Settings in Chrome Talk through this whole slide *** Mention Chrome is the desired Browser**** It is highly recommended that you use Chrome as your browser. Chrome will provide the maximum functionality, response time, and provide activity messages in the status bar showing the system is working on your request. To configure your browser to allow downloads for print templates in Google Chrome™: Click the Customize and control Google Chrome icon       , and then click Settings to bring up the Settings options. At the upper left of your browser, click the Settings menu. Click Advanced to expand the Advanced settings and then click Download. Under Downloads, specify your preferences. - Location is the default download folder. - Save location prompt -  If this option is disabled, when a file is clicked on, the    file will automatically be saved to the default folder without any prompt or notification. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

46 Enabling Downloads in Firefox
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Enabling Downloads in Firefox Instructions to download if you use Firefox. All roles can download order items in a Microsoft ® Excel® file. To configure your browser to allow downloads for print templates in Mozilla ® Firefox ® : At the upper right of your browser, click the Open menu icon Click Options. Scroll to Downloads and specify where you want files to be saved. Under Applications, specify your preferences. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

47 Enabling Downloads in Internet Explorer
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Enabling Downloads in Internet Explorer Instructions to download if you use Internet Explorer. To configure your browser to allow downloads for print templates in Microsoft ® Internet Explorer ® : Click the Tools icon Click Internet options. The Internet Options dialog box appears. Click the Security tab. Click Custom level. The Security Settings – Internet Zone dialog box appears.  Scroll to Downloads.  Under File download, click Enable.  Click OK. A confirmation message appears. Click Yes. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

48 Downloading Order Execution: From a List Page
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Downloading Order Execution: From a List Page Talk through this whole slide Navigate to a list page; for example, Discrete Order. Click Menu, click Exceptions, and then click Discrete Order. - The Discrete Order Problem Summary page appears. Optionally, If you would like to download the Order Summary list, as well, you can click on the Export icon on the right side of the page. What happens next is dependent on your browser and your settings. 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. The downloaded file is a tab-separated value (tsv) file and can be opened with Excel or other spreadsheet software, as well as Word and notepad. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

49 Downloading Order Execution: From a List Page using Search
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Downloading Order Execution: From a List Page using Search Talk through this whole slide Optionally, you can also filter down the results prior to download from a list, using the search In the page title area, expand Discrete Order Problem Summary using the (+) symbol Search fields will appear.  Enter search criteria and click search The information on the summary page will now be filtered to only include results from the Search Whether or not you have filtered the results, you may continue with the steps to download the Order Execution List 3. In the desired field, click on the blue hyperlinked number The Discrete Order Schedules page will appear Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

50 Downloading Order Execution: From a List Page
4. Click on the Export Icon in the upper right corner. You can either download or export the list If you choose Export: - What happens next is dependent on your browser and your settings. 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. - The downloaded file is a tab-separated value (tsv) file and can be opened with Excel or other spreadsheet software, as well as Word and notepad Export Download

51 Downloading Order Execution: From a List Page
If you choose Download: A Select Document Type page will pop-up - You can further customize which field download by clicking the edit pencil icon - Optionally, you can enter a comment 5. Click Next - What happens next is dependent on your browser and your settings. 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 Note: This Download Execution List downloaded using this method can only be used for Record purposes and cannot be edited and re-uploaded to E2Open

52 Downloading Order Execution: From the Menu
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Downloading Order Execution: From the Menu Talk through this whole slide Navigate to an order execution page; for example, Discrete Order: Click Menu, click Upload/Download, and then click Discrete Order under Downloads – Order Execution. - The expanded Search Discrete Orders panel appears.  Enter your search criteria (in order to accept POs only New and Open orders) and click Search to Download. The Select Document Type page appears. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

53 Downloading Order Execution: From the Menu
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Downloading Order Execution: From the Menu Talk through this whole slide In the Document Type list, click the document type that you want. Optionally, in the Comments box, type any comments that you want to add, and then click Next. The Job List page appears with a confirmation message. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

54 Downloading Order Execution: From the Menu
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Downloading Order Execution: From the Menu Talk through this whole slide Wait until the job status changes to “Completed”. The Job List will refresh every 10 seconds. Click the file name to download What happens next is dependent on your browser and your settings. 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. Note: In the downloaded file, if making changes that will be uploaded into the E2open system, do not rearrange columns and ensure that all required columns are filled out completely. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

55 Edit Downloaded File Read slide
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Edit Downloaded File Read slide Note: In the downloaded file, do not rearrange columns and ensure that all required columns are filled out completely. The file will contain order data from the orders found in the search results when downloading the file. Do not delete any data from the file. The following are required and can be modified: Promise Quantity (Column 180) Promise Date (Column 181) Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

56 Edit Downloaded File Read slide
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Edit Downloaded File Read slide Click in the Promise Qty. or Promise Date cell for the relevant order. Enter new data. If you will change the Promise Qty and you will propose to make the delivery on 2 different dates, copy the current row and paste it to a new row and edit the rows with the new information for the order. Click the number of the row on the left side of the row to select the entire row. Enter <Ctrl> + C on your keyboard or right-click and select Copy from the menu. Click the number of the row on the left side of the row to select the entire row. Select Insert Copied Cells. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

57 Edit Downloaded File Read slide
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Edit Downloaded File Read slide 4. Change the Promise ID in column 179 to the next Promise ID in the order line and request schedule. Example, if an order has multiple order lines and you are editing the Promise Quantity and Date into two separate Promise Quantities and Dates, you would increment the Promise ID of the new row by 1 and split the Promise Quantities between the two rows. 5. If you are a supplier: Add the text “Update” in the “Action” (Column 132) if you made changes, if you do not make any edits or changes add the text “Accept” in this column. Only buyers admins can type “Cancel” “Close” in this column. 6. Save file Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

58 Order Execution: Uploading Documents
Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Order Execution: Uploading Documents Read slide Click Menu, click Upload/Download, and then under Order Execution, click Discrete Order Upload 2. Upload your file. Drag-and-drop a file to be uploaded to the drag and drop box. OR  Click Or Select Files. The File Upload dialog box appears. Click the file you want to upload and click Open. The name of the file appears under the drag-and-drop box. 3. Optionally, type any comments. 4. Click Next. The Job List page appears and displays the upload status and a confirmation message. Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’

59 Header - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’
Getting Support Talk through this whole 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 Footer - Use 'Insert >Header & Footer' to modify this text and ‘Apply to all’ Johnson Controls Inc.-INTERNAL-(Peter Daniel)


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