1. EXT130 – Ship-To Party Administration

2. 1.Organization Administration 2.Receipting 3.User Administration 4.Reporting

3. Improve Procurement practices & technologies to increase efficiencies Decrease administrative costs associated with procurement & contract management, and technology Enable USDA to become more efficient at meeting customer needs Improve order cycle times, financial processing, and customer relationship management to reduce costs Leverage advanced planning and collaboration tools to enable USDA to match supply and demand more effectively and efficiently

4. You will start  e-Auth to Login You will stop You will continue  N/A  Maintaining Organizations  Maintaining Users  Displaying Reports

5. Organization Admin Order Management Complaints Processing Recall Processing Warehouse Activities

10. Organization Admin Order Management Complaints Processing Recall Processing Warehouse Activities

11. Key TermDefinition WBSCM Portal Web-Based Supply Chain Management initiative, a web interface that can be used for USDA fulfillment or procurement. Wildcard SearchSearch using an asterisk and a portion of the field. Matchcode Search Search wherein a user chooses a value from a list of possible values for the field.

12. Key TermDefinition Context-Sensitive Help Help feature wherein user can get the step-by-step instructions on how to do a certain transaction. Catalog A way of organizing commodities to place orders in WBSCM. Sourcing Method Method for procuring goods. This could include direct delivery, processing, or multi-food.

13. Key TermDefinition Delivery Document Internal document automatically generated when goods are issued (shipped) from a warehouse. Bill of Lading Packing slip that accompanies an order sourced from a warehouse/vendor. Goods Issued Transaction performed by warehouse personnel when goods are sent to a customer. This decrements the inventory and automatically generates a delivery document.

14. Key TermDefinition Domestic Requisition Precursor to a sales order. RAs & Co-ops create domestic requisitions when they wish to order goods in WBSCM. Material MasterContains a record for each material available in WBSCM. WorkflowProcess of routing a document from one user to another.

15. New TermOld Term Business PartnersITOs, SDAs, RAs, Co-ops, Vendors Sold-to PartySDA Code Ship-to PartyEntity Code

16. New TermOld Term Material or ProductCommodity Purchase OrderNotice to Deliver

17. New TermOld Term Program/Functional AreaOutlet Code Requested Delivery DateEnd Shipping Date

18. New TermOld Term BatchLot OrderDelivery Order CatalogSurveys

19. Learning Objectives Describe the Organization Administration Role Update & Display Organizations in WBSCM

20. Key TermDefinition Org AdminCan display and maintain organization information. User Admin Is responsible with creating users within their organization.

21. FNS Creates Organization Create New User Assign User Admin and Org Admin

22. In general, Organization Administration is the process of creating and maintaining organizations, catalogs, and entitlements in WBSCM. Ship-To Org Admins will only update their organization contact information and enter shipment receipts.

23. View Only access to users in their own organization Access to update organization address Access to Entering or Uploading Receipts Cannot create users in their organization

24. Update Ship-To Address View Users Enter / Upload Shipment Receipt

25. Then click on the Update My Organization link! Use this portal path to update your organization address: - Street Address - City - State - Zip Code Select Admin Select Organization Maintenance Maintain Organization

26. The Address tab is where you update the Street Address, City, State, & Postal Code for your organization

29. Auto Playback Tutorial: watch the simulation with no user input required

30. Standard Tutorial: guide yourself through the simulation by clicking on certain areas when prompted

32. 1. If a new organization is created, the first user would be a ? A. User Admin B. Org Admin C. Both A & B D. None of the above 2. T/F: Org Admins cannot create users of any type in their organization. A.True B.False

33. Learning Objectives Describe the receipting process Describe entering the damaged goods process

34. Key TermDefinition Good Quantity The actual quantity received from a shipment that is not damaged. Goods receipt A confirmation that the goods on a sales order were received. Also known as a shipment receipt.

35. Provide details such as: What was received? When was shipment received? Who signed for it? Are there any damages?

36. Verify the quality of goods received Calculate the delivery shortage or overage Integral part in the Recall/Complaints Process

37. Who enters a shipment receipt? Ship-To Org Admin Order Manager Contracting Officer You have the ability to either: Enter receipt(s) Upload receipt(s)

38. Shipment Receipt(s) may be uploaded to WBSCM Receipt file to be uploaded must be an XML file

39. Initial Reporting Screen Select Operations tab Select Order Processing Select Upload Shipment Receipts Click on the Upload Shipment Receipt link File to be uploaded is in XML format Select the XML file to be uploaded and click Submit

41. Initial Reporting Screen Select Operations tab Select Order Processing Select Shipment Receipts Click on the Enter Shipment Receipt link Enter the Order Number for the Order placed

43. Signed By Quantity Date Received Comments

44. For damaged goods, enter: Good Quantity: actual quantity received that’s not damaged Damaged Quantity: quantity that has been damaged due to transport, uploading, or storage Description: descriptive information about the damaged quantities received

46. Click on Submit Receipt to finish receipting the order.

47. Auto Playback Tutorial: watch the simulation with no user input required

48. Standard Tutorial: guide yourself through the simulation by clicking on certain areas when prompted

50. 1. T/F: The customer receipt provides acknowledgement that a shipment has been received. A. True B. False 2. T/F: The customer receipt provides a 4 way match between warehouse, vendor, shipper, and customer. A. True B. False 3. The customer shipment receipt file type that is uploaded is a _____? A. DOC file B. XML file C. XLS file

51. Lesson Objectives Create, Maintain, & Display users in WBSCM Describe the User Admin Role Explain the relationship between e-Auth & WBSCM

52. Key TermDefinition User AdminThe process of creating and maintaining users in WBSCM. e-Auth A single sign-on procedure, meaning you will have access to the procurement, finance, and fulfillment interfaces just by signing into WBSCM in one place.

53. User Admin is notified that user needs to be created User Admin creates user in WBSCM User receives confirmation email User confirms WBSCM account & logs in User creates e- Auth account

58. User Admin notified that user needs to be created User Admin creates user in WBSCM User receives confirmation email User confirms WBSCM account & logs in User creates e- Auth account

59. Create View Only Users in WBSCM Remove User Admin role from the original Org Admin/User Admin Create Org Admins in their organization Create User Admins in their organization

60.  Ship – To User Admins will create WBSCM users

61. Use this portal path to create new Users such as: - Other User Admins - Org Admins - View Only Users Select Admin Select Manage Users Manage Users

62. As a User Admin, you can create, modify, and display users in your organization

63. You can view personal data about the user from the Personal data tab!

64. Role Data tab You can view available roles forthe user from the Role data tab!

65. Admin Data tab You can view user administration data about the user from the Admin data tab!

66. An email is sent to the new user!

67. Click on the first link to create an e-Auth account

68. Click on the Level 1 Access link

69. Enter User Information

70. Create your Password Required Requirements: 9 to 12 characters long At least one uppercase At least one lowercase At least one number (1 – 9) At least one special character Passwords Should Not: Be Dictionary Words Contain Profile Info (i.e. Mother’s Maiden Name, Date of Birth, PIN, Phone, Email, etc) Change your password every 180 days!

71. Submit your e-Auth Information

72. Close Window and wait for the confirmation email!

73. Access Activation Email and Activate Account!

74. Access Activation Email

75. Complete your WBSCM Registration!

76. Enter your User ID and e-Auth Password!

77. Accept WBSCM Rules of Behavior!

78. WBSCM Home Page

79. http://www.usda.gov/wbscm

80. Auto Playback Tutorial: watch the simulation with no user input required

81. Standard Tutorial: guide yourself through the simulation by clicking on certain areas when prompted

83. 1. What type of information is needed when creating a user? A. First Name B. Last Name C. Email address D. All of the above 2. T/F: In order to gain access to WBSCM, the new user MUST provide confirmation by clicking the appropriate links in the system generated email and completing the registration process. A. True B. False

84. Learning Objectives Run and view reports associated with the Domestic Fulfillment Process

85. Key TermDefinition Wildcard SearchSearch using an asterisk and a portion of the field. Matchcode Search Search wherein a user chooses a value from a list of possible values for the field.

86. Information Access means getting to data with ease Reports available at your fingertips through WBSCM

87. Initial Reporting Screen Select Reports tab Select Order Processing Select specific report to run 1.Select Reports tab 2.Select Order Processing 3.Select specific report

88. Initial Reporting Screen Select Admin tab Select Master Data Select Material 1.Select Admin tab 2.Select Master Data tab 3.Select folder

89. Received Shipment Report Multi-Food Received Shipment Report Requisition Status Report Value of Materials Received – Multi- food Value of Materials Received –Domestic & Price Support Multi-Food Requisition Report

90. Received Shipment Report

91. Multi-Food Received Shipment Report

92. Requisition Status Report

93. Value of Materials Received – Multi-food

94. Value of Materials Received –Domestic & Price Support

95. Multi-Food Requisition Report

96. Use * in place of unknown values to find a display of values you can choose from. Example: Type ‘10*’ for an unknown Sold-To starting with ‘10’.

97. Matchcode Search Functionality lets you display possible values for field

98. Clicking on the grey diamond allows you to narrow search criteria by choosing various operands like greater than, less than, unequal to, etc. Clicking the grey diamonds will display the Selection Options pop up (shown on left)

99. The Multiple Options pop- up windows provide additional ways for narrowing selection criteria Click on a yellow arrow to enter additional criteria Click the yellow arrows to perform an advanced search

100. Click on Settings to: Modify column selection Sort Calculate Filter Display

101. Click on Settings to further customize columns. Click on the Column Selection tab to further customize columns.

102. Move items from the Displayed Columns to the Hidden Columns queue Change the sequence of columns Apply changes

103. Filtering a Report Enter your filtering criteria in the desired field, in the filter row, the press Enter Creates a new filter & displays filter row Deletes Filter & Removes Filter Row Filter row

104. Sorting Columns in a Report Sorting columns in ascending or descending order allows users to organize their results Click on the up arrow for the respective column to sort results in ascending order Click on the down arrow for the respective column to sort results in descending order Use the up and down arrows to sort results

105. Click on Settings to do Calculations Click on the Calculation tab to calculate Total, Minimum, Maximum, and Mean Value

106. Calculation Features Click the Apply button to run the calculation and display the result in the table Only the columns that can be analyzed with calculations will be displayed.

107. Calculation Features Select your display preferences

108. Display Functions Click the Apply button for the changes to take effect. Click on the Display tab to change the appearance of the report.

109. Display Functions Click the Apply button for the changes to take effect. Go to the Print Version tab to alter the report so it can be printed.

110. Pop-up prompts you to name the view Name and Save the view

111. Reports can be printed, and print specifications can be customized by the user. Reports can be exported to excel Select your view

113. 1. The Reporting functionality includes: A. Filtering B. Displaying C. Calculating D. All of the above 2. To access the desired report, follow Reports tab to _________. A. Order Processing B. Complaint Administration C. Recall Administration D. None of the above.

114. You have successfully completed your eLearning course! Thank You!