1. Upload/Download Inventory
Boeing 787 SCMP
March 2018

2. Table of Contents Slide Number Training Topic 2
Detailed Business Process 4
Menu Per Role 6
Downloading Data 13
Download Data File 16
Updating Data Offline 20
Min./Max. Data 22
On-Hand Data 24
Data Correction 26
Uploading Inventory Data 28
Checking Upload Status 30
Inbox Status
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3. Detailed Business Process

4. Detailed Business Process
All users can download inventory 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.
Users can download any data measures viewable by the user.
The system downloads and uploads data in Microsoft Excel format.
Boeing users can upload the Inventory Min/Max data.
Consuming Partners can upload the Inventory Status data.
The system rejects uploads if the user does not have permission to edit the data.
Inventory uploads will not fail for inactive collabs.
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5. Menu Per Role

6. Menu Per Role Boeing Consuming Partner Providing Partner
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7. Downloading Inventory Data

8. Downloading Inventory Data
On the left Navigation Tree, go to Upload/Download.
Consuming Partners click Download Inventory Status, while Boeing users click Download Inventory Plan.
Optionally, enter Comments to reference your download.
For example, if you execute multiple downloads, entering “Item 123” then “Item 789”, helps to differentiate your downloads.
Click Next. 1 3 4 2
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9. Downloading Inventory Data
If you selected to download the status, you must select a date range for the timeline of the data.
Click the Calendar icons to select the download date range.
Click Next. 5 6
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10. Downloading Inventory Data
Select the checkboxes for the desired items for the parameter.
If there is only one item, it is automatically selected.
Click the Add button.
Click the grey > button for the next parameter.
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. 7 9 8 F
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11. Downloading Inventory 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 display in the Filter Builder.
Parameter
Selector
Search Box A
Parameter
List
Add
Button
Pagination
Buttons B
Add All
Button
Next
Button
Filter
Display
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12. Downloading Inventory Data – Filter Parameters Page
Selecting the checkboxes for line items followed by the Add button, includes those specific items in the Filter Builder.
Clicking the Add All button 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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13. Downloading Inventory Data
Once the Filter Builder (F) is complete, click the Next button 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 criteria to insure you download the right information. F 11
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14. Download Data File

15. Download Data File – 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 system automatically updates the status every ten seconds. You can also click the Refresh icon (R) to manually refresh.
Completed: The system is done writing the data file.
If the Completed status displays, the file was successfully written on the server.
If the Completed with Errors status displays (S) with an exclamation point icon, an error occurred in processing the data file. In that case, click the icon to view the error file that explains the problem. R S
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16. Download Data File 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
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17. Updating Inventory Data Offline Boeing and Consuming Partner

18. Updating Inventory Data Offline
Edits to the Inventory may be done using:
Your internal system.
Microsoft Excel.
Excel 2003 and prior worksheet is limited to 256 columns and 65,535 rows.
Excel 2007 does not have these limitations.
Import limit at 500 records. Export limit at 1000 records.
Only rows in EDIT identified data columns can be changed.
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19. Updating Inventory Data Offline
When you download inventory data, any date with no data, is not included in the download file.
For example: If there is inventory 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.
To add or split data, do not insert a new row into the Excel spreadsheet; instead, copy and paste an existing row, then edit the appropriate data in the editable columns.
If you delete a row, the inventory value for that deleted date becomes empty ($null) in the inventory upon upload.
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20. Updating Inventory Data 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.
If you Copy and Paste a row, be sure Excel does not drop the leading zero of a field, going from to 12345, which could cause the upload to fail.
Warehouse ID must be less than 50 characters.
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21. Inventory Min./Max. Data

22. Inventory Min/Max Data
The Min Max Qty Date must be in the appropriate format.
The required Min Max Qty must be equal to or greater than 0 (zero).
This value must be fewer than 19 digits.
Pay attention you are entering your minimum quantity in the MinimumQtyInventory data measure row, and your maximum quantity in the MaximumQtyInventory data measure row.
# Comment
Required field.
Format is Mmm DD, YYYY
Mmm=Month
DD=Date
YYYY=Year  
Required field. 
NO EDIT
EDIT
Item
Warehouse
Supplier Code
Data Measure
Min Max Qty Date
Min Max Qty
ITEM_A3_T001B
017693
MaximumQtyInventory
Oct 31, 2016 6
MinimumQtyInventory 1
ITEM_A5_T002D 9 3 A B C
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23. Inventory On-Hand Data

24. Inventory On-Hand Data
The required Qty on Hand Date can only be today, not a past or future date.
The required On Hand Qty must be equal to or greater than 0 (zero).
This value must be fewer than 19 digits.
Pay attention you are entering your available quantity in the AvailableQtyInventory data measure row, and your blocked quantity in the BlockedQtyInventory data measure row.
 # Comment
Required field.
Format=Mmm DD, YYYY
>0
NO EDIT
EDIT
Item
Warehouse
Data Measure
Qty on Hand Date
On Hand Qty
Inventory Contact Name
Inventory Contact Number
ITEM_A3_T001B
AvailableQtyInventory
Oct 31, 2016 2
ITEM_A5_T002D
456 3
BlockedQtyInventory 
Oct 31, 2016  1 C A B
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25. Inventory Data Correction

26. Inventory Data Correction
After you upload a file, you realize you misidentified the warehouse, so you change the file and upload it again; thus both the misidentified Warehouse ID and the correct Warehouse ID are shown and their quantities combined. To correct this:
Click the Available Quantity link.
Click the checkbox to select the misidentified Warehouse ID.
Click the Delete button. 1 2 3
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27. Uploading Inventory Data Boeing and Consuming Partner

28. Uploading Inventory Data
On the left Navigation Tree, go to Upload/Download, Uploads, then Upload File(s).
Consuming Partners click the Inventory Status Upload radio button, while Boeing users click the Inventory Plan Upload radio button.
Click the Choose File button.
Navigate to and select the file you want to upload.
On the Upload File(s) page, click Next. 2 4 1 3 5 6
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29. Checking Upload Status

30. 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 system automatically refreshes the status every ten seconds. You can also click the Refresh icon (R) to manually refresh.
Completed: The system is done writing the data file.
If the Completed status displays, the file was successfully written on the server.
If the Completed with Errors status displays (S) with an exclamation point icon, an error occurred in processing the data file. In that case, click the icon to view the error file that explains the problem. R S
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31. Inbox Status

32. 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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33. END