1. E2Open Supplier Training
A guide to show you step-by-step instructions to navigate through the SPX E2open Web-based Order Management System

2. Thank You for Participating
Thank you for partnering with SPX and agreeing to use the E2Open Web-based Supply Chain Management Portal.
The new solution changes how SPX provides Discrete Orders to your organization and how SPX receives your Order Responses, Advance Ship Notices, and Invoices.
Key Advantages in using this tool:
Streamlines the procure to pay process with an exception management approach
Synchronizes and automates the order management process with timely end-to-end visibility
Reduces errors, lowers inventory levels and improves delivery performance

3. Getting Started with Logging In
Upon the Agreement with SPX you will receive two s from
The first will give you the web address and user ID
The second will contain a temporary password
Note: If you do not receive either please check your spam account prior to contacting

4. Logging into E2Open
Web Address:
User ID = Your Address
The first time you log in you will be prompted to answer a challenge phrase and change your password. Follow the steps as prompted.
Note: Remember the security question and answer because it will be needed if you forget your password

5. Click on the Picture to take you to the next screen.
Getting Started
Click on the Picture to take you to the next screen.

6. Step #1: Use scrollbar to move to bottom of document
Terms and Conditions
Step #1: Use scrollbar to move to bottom of document
Step #2 : Select Accept
Step 3: Click OK

7. Collaboration Menu Collaboration Menu (Navigation Tree)
This session will help you navigate through any process that you will need.
My Workspace: Shows you a Dashboard view. Current Order Summary, Supply Issues, Supply Network Order Summary and Problems
Order Mgmt : Navigates you to everything that is needed to process orders, shipments and invoices
Discrete Order: View, Maintain and Print Purchase Orders
Shipment: View, Create and Submit an Advance Shipping Notice (ASN)
Invoice: View, Create and Submit an Invoice
NOTE: Blanket Order and Blanket Release Order Types are not Currently Active

8. My Workspace Click on My Workspace to access a summary of your data
Note: Anything that displays in blue can be viewed in more detail.

9. My Workspace continued
Click Help
Select Help for more instructions to personalize or access additional navigation applications throughout E2Open.
NOTE: Be aware that any personalized default filter will affect your totals; and therefore, exclude records based on the filter you applied if it is not removed

10. Refreshing My Workspace
Click Refresh to update the page
Displays the last time updated
NOTE: You can view the Last Refreshed date above; to obtain the most recent information click refresh.

11. User Preferences -Email Alerts
To navigate to your User Preferences:
My Profile
User Preferences
NOTE: This function allows you to turn on the P.O. alert feature which will now send you an when SPX issues a new order or sends a change to an existing order. Please turn on your alert today in E2Open! See the next pages for details.

12. Email Alerts Make sure you are on the Collaboration Preferences tab
Check this Box to Enable Alerts

13. Click on the Alert Subscription tab
Alerts
Click on the Alert Subscription tab
Select New Discrete Order Alert – sent immediately after P.O. is received in E2Open
New/Opened Discrete Order Alert – sent daily as a reminder of action to be taken

14. Order Management Summary
To navigate to the Summary of your orders:
Click on Order Mgmt
Click on Discrete Order
Click Summary

15. Order Management Summary continued
Must display discrete order
Click on the blue # that correlates to the desired Status
Note: You may search by any of the above fields to obtain a summary of a specific order or customer item

16. Order Management Summary continued
Example: Click on “New” status number…
After clicking the correlating status in blue you will view a list of all the orders in the “status” you requested

17. Order Management Summary continued
Maintaining from this view…
Multiple Orders or Lines (Accept Only):
Use the scroll bar at the bottom of the list to navigate to Promise Date and Promise Qty (See next slide for example)
Review Promise Date and Promise Quantity. If acceptable select the boxes on the left to indicate the orders to be processed and click Accept. (See slide 26 for more details) OR
Specific Orders:
Click on any specific Order Number to view, maintain, or print the order (refer to future slides)
Note: Change and Accept Order, or Reject Order (see preceding slides for more details)

18. Order Management Summary continued
--Example of the Promise Date and Promise Qty after you have scrolled.--
Select this box to indicate the order to be processed
Multiple orders can be selected to be processed simultaneously using the Accept Order button when no changes are necessary on the Purchase Order Line
Note: Change and Accept Order and Reject Order require Supplier Comment before processing.

19. Order Management Search
To navigate to a specific order:
Click on Order Mgmt
Click on Discrete Order
Click Search

20. Order Management Search
--You may search by any of the fields below to find a specific order--

21. Managing PO --Example of the different options within this screen.--
Click to Print PO
Click on Line Attachments to view Drawings, AML, or Purchasing Notes
Scroll over to view Buyer Comments and/or add Supplier Comments; Make changes to Promise Date or Promise Quantity and to view Ship To Address

22. Managing PO Continued
To make changes to the PO, you must first select the state that you want to work within.
New : order(s) that have never been modified and REQUIRE SUPPLIER ACTION
Open : order(s) that have been modified and REQUIRE SUPPLIER ACTION
Accepted : order(s)s that have been accepted
Accepted with Changes : order(s) that have been accepted with changes
Supplier Rejected: order(s) need to be modified or cancelled

23. Managing PO Continued
Once the state is selected, scroll over to the right side to view Promise Date and Promise Quantity and make changes if necessary.

24. Managing PO Continued
Continue to scroll to the right to view Unit Price. If pricing is different, see slide # 28 to learn how to Reject pricing.

25. Order Status Action Summary
There are three ways to submit an order back to SPX
Accept Order
If you agree to ALL the criteria in the fields given click Accept Order
Change and Accept Order
If you need to make a change to the Purchase Order you need to use Change and Accept Order. (Promise Date and/or Promise Quantity only)
Reject Order
If you are not able to accept the Unit Price or are unable to fulfill the order click Reject Order
--Continue for further detail on each action--

26. To Select the Order or Multiple Orders click on the box
To Accept Order
To Select the Order or Multiple Orders click on the box
Click on Accept Order
If you agree to ALL the criteria in the fields given click Accept Order
Including but not limited to: Promise Date, Promise Qty, and Unit Price
When you are certain, click on Accept Order to submit
This action updates back to the SPX Purchase Order systematically without the Buyer interface (automatic acknowledgement)
This action moves the status from Open to Accepted in E2Open
Note: Multiple lines can be selected to be processed simultaneously using the Accept Order button when no changes are necessary on the Purchase Order Line

27. To Change and Accept Order
Click on Change and Accept Order
If you have to make a change to the Purchase Order you need to use Change and Accept Order. (Promise Date and/or Promise Quantity only)
Supplier Comments are recommended for this action. Click on the Supplier Comment field to create your comments.
Once change(s) are final you click Change and Accept Order to submit.
This action requires the buyer to review the change(s) and make corrections to the order
The PO will be sent back to E2Open in the Open state once the buyer reviews accepts the change(s) in their system

28. To Reject An Order
Click to Reject Order
If you are not able to accept the Unit Price or are unable to fulfill the order click Reject Order
Supplier Comments are required for this action. Click on the Supplier Comment field to create your comments to state the reason why it is rejected before you Reject Order
This action requires the buyer to review and make corrections to the order or cancel the line
The PO will be sent back to E2Open in the Open state if it needs to be reviewed again or it will appear in the Cancelled status if it was cancelled.

29. Other Order Status’ Cancelled Closed
Order line has been cancelled by SPX
Order status can not be changed
Closed
Order is shipped and received
After 5 days order is moved to Closed status
Invoices can not be created once in a Closed status

30. ASN – Advanced Shipping Notice
Collaboration Menu
Click Order Management
Click on Shipment
Click Create Shipment
Note: Creating an ASN will send a notification to the SPX Purchase Order System notifying SPX that the product has shipped. You may use your current packing list and labels or print the ASN from E2Open to include with your shipments.

31. Step 1: Check for Discrete Order
Creating an ASN
Step 1: Check for Discrete Order
Step 2: Enter PO #
Step 3: Click Search
You may search by any of the fields above to find Order Number to create the ASN. Multiple order numbers can be on an ASN.

32. Creating an ASN Continued
Use the scroll bar to find all applicable fields.
Under ASN Line Items – fill in the fields that are applicable.
Example: Shipped Quantity, Packing List #, etc.
Fill in Carrier Reference Number with the Tracking #
Click on Create Shipment
Note: Use your own Packing List Number

33. Creating an ASN Continued
This message will appear after you have created the ASN

34. Viewing and Printing the Completed ASN
Enter Shipment Number shown previously
Click Search
Visit the Collaboration Menu:
Click Order Management
Click Shipment
Click Summary

35. Viewing the Completed ASN Continued
To expand and view the ASN in detail click on the blue Shipment Number
Reminder: Anything that shows in blue can be viewed in more detail.

36. Viewing and Printing the Completed ASN Continued
--Example of the Complete ASN--
Print Option
You only need to use these buttons if you add information later or to send more information
(we do not require this)

37. Creating an Invoice Collaboration Menu Click Order Management
Click on Invoice
Click Create Invoice
Note: Once you create the Invoice it is sent automatically to SPX Accounts Payable for processing. No additional paperwork needed.

38. Creating an Invoice Continued
Step 1: Check for Discrete Order
Step 2: Enter PO #
Step 3: Click Search

39. Creating an Invoice Continued
Step 1: Replace Invoice Id with your invoice number
Step 2: Invoice Type must be Debit
Step 3: Enter Shipped Quantity and Verify Unit Price in this section.
Step 4: Create Invoice
Note: It is imperative you review Unit Price and Shipped Quantity before clicking Create Invoice
If Direct Delivery Order: Shipment Cost, Tracking and Ship Date are Mandatory

40. Creating an Invoice Continued
This message will appear after you have created the Invoice

41. Viewing the Completed Invoice
Enter Invoice Number shown previously
Click Search
Visit the Collaboration Menu:
Click Order Management
Click Invoice
Click Summary

42. Viewing the Completed Invoice Continued
To expand and view the invoice in detail click on the blue Supplier Invoice Number
Reminder: Anything that shows in blue can be viewed in more detail.

43. --Example of Complete Invoice--
Viewing the Completed Invoice Continued
--Example of Complete Invoice--
Note: Printing an invoice from E2Open is currently not available

44. Thank you for participating!
Contact Information
If you have problems accessing the website or navigating, please contact the SPX Helpdesk at:
Phone:
Diane Halla at
Ivy Brase at
Thank you for participating!