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December 2018
External Supplier Dashboard
Supplier Training Presentation
2External Supplier Dashboard
Source Data
ERP Systems
Quality Systems
Other Data Sources
• Internal Ingersoll Rand
• External sources
Excel Upload Templates
Database
Transactional Data
•Invoices
•Purchase Orders
•Receipts
•Projects
•Tasks
•Requests
Master Dimensional Data
•Supplier Master
•Item / Part Master
•Chart of Accounts
Data Enrichment
•Spend Classification
•Supplier Normalization
•SBU / Region / Location
Analytics
Dashboard
•KPI’s
•Open Orders
•Part Forecast
Data Download
•Excel
•CSV
Solution Design
Daily
Daily
Daily
Daily
Data Aggregation
•Measures
•KPIs
•Charts
3External Supplier Dashboard
• Supplier sees a significant amount of IR data
• KPI’s
• Forecast
• Quality
• Open PO
• Supplier can pull data on demand instead of waiting to be provided data from IR
• Supplier sees the same reports that IR sees to help with joint problem solving
• Enables data driven discussions
• Reports can be drilled down into transactional detail to assist in problem solving
• Defective data can be updated to maintain accuracy of supplier scorecard measures
• Platform for additional reporting in the future
Benefit Statement
Benefit Statement
Enabling better supply chain performance
4External Supplier Dashboard
• Getting Started
– Creating a new account
– Accessing Supplier Dashboard
– Navigating Oracle Business Intelligence
• Using Supplier Dashboard
– Overview of Dashboards
– Navigating Dashboards
– Performing Common Tasks
• Business Intelligence Production Support
• Appendix
– Detailed Calculation Logic
– Password Reset
Table of Contents
Course Overview
5External Supplier Dashboard
Creating a new account
Getting Started
The “Doing Business with IR” website provides the link to creating an account for the External Supplier
Dashboard: https://company.ingersollrand.com/company/doing-business-with-us/supplier-dashboard-
registration.html
Steps to create an account
1. Complete personal information
as shown to the right.
2. Agree to the terms of use of
the Supplier Dashboard.
3. Click the “Submit” button.
4. If approved, the IR
administrator will e-mail you
your account information to
access the Supplier Dashboard.
This system is for use of authorized users only. If you are not authorized, you must exit the
system immediately. All information and data stored on the system is the property of the Ingersoll
Rand Company. The intentional destruction, theft, unauthorized duplication, or misuse of such
data is prohibited. Ingersoll Rand's computers, networks, and communications Equipment are
restricted to Company related business. Data stored on or transmitted through the system
including electronic mail, voicemail, and other forms of communications, may be monitored,
accessed or reviewed by Ingersoll Rand personnel. By accepting below you are confirming your
agreement to the above.
6External Supplier Dashboard
Accessing Supplier Dashboard
Getting Started
To access Supplier Dashboard, you use a URL, a user ID, and a password
Steps to access Supplier Dashboard
1. Type the URL https://obi.irco.com/ into the
address field on your browser.
* You should also add the URL to your
list of favorites or bookmarks.
2. The login screen appears.
3. Type your user ID and password.
4. Select the language in which you want to
work from the drop-down list.
5. Click Login to submit your login
credentials.
7External Supplier Dashboard
What You See After Accessing Oracle Business Intelligence
Getting Started
These training slides can be
found at this link.
8External Supplier Dashboard
What You See After Accessing Oracle Business Intelligence
Getting Started
Link Description
<Your
Name>
Access your account settings where you can
change language and other preferences.
Gear symbol Access page options where you can set your
default prompt settings and save different
prompt settings.
Tabs provide access to other
pages related to the current
dashboard.
Prompts allow you to filter the
data that is being presented.
• KPI data updated WEEKLY on Tuesdays
• Open PO and Part Forecast updated DAILY
9External Supplier Dashboard
Overview of Supplier Dashboards
Getting Started
Report Title,
Description,
and Date run
Request
Results
Report View Drop Down
to access different
report views
Link to export
results for
further analysisBlue text signifies that you
can drill into this number to
see additional detail
10External Supplier Dashboard
Data Drill Down
Getting Started
First drill down click
provides a list of reports
that can be run. Click on
desired report.
Can also use the bread crumb trail to
navigate back to your original view from a
detailed report
• A blue hyperlink on a column means that
you can drill down to another detailed level
of the report
• Use the “Return” link to navigate back to
your original view from a detailed report
11External Supplier Dashboard
• Getting Started
– Creating a new account
– Accessing Supplier Dashboard
– Navigating Oracle Business Intelligence
• Using Supplier Dashboard
– Overview of Dashboards
– Navigating Dashboards
– Performing Common Tasks
• Business Intelligence Production Support
• Appendix– Detailed Calculation Logic– Password Reset
Table of Contents
Course Overview
12External Supplier Dashboard
KPI Reports – Shows several Key Performance Indicators for the supplierUsing Supplier Dashboards
• Spend ($M) – last 12 months of invoices received.
• Contract (Y/N) – are there any contracts between this supplier and IR on file?
• Diversity (Y/N) – is the supplier recognized as a diversity supplier?
• SIP (Y/N) – is the supplier participating in the Supplier Improvement Program?
• CIS1/2 (Y/N) – is the supplier under controlled shipping?
• DPPM – defective parts per million receipts. Color code is green if under 1,000, yellow
between 1,000 and 2,000, and red if over 2,000.
• Recovery (Y/N) – is there an open warranty recovery issue with the supplier?
Default is to show
YTD data for all IR
locations. Adjust
prompts if you want
to see KPI’s from
other time frames or
locations
13External Supplier Dashboard
KPI Reports – Shows several Key Performance Indicators for the supplier
Using Supplier Dashboards
• On-Time Delivery
• Early* – percentage of time the receipt was before the Need By Date.
• Late* – percentage of time the receipt was later than the plant’s Need By Date AND longer than
stated Lead Time.
• On-Time – Receipts that are not Early or Late are considered On-Time
* - Plant threshold for number of days early and late apply. Default is 5 calendar days early and 1 calendar
day late.
Default is to show
YTD data for all IR
locations. Adjust
prompts if you want
to see KPI’s from
other time frames or
locations
14External Supplier Dashboard
KPI Reports – Shows several Key Performance Indicators for the supplier
Using Supplier Dashboards
• WLT Days – Weighted Lead Time in days. Average number of days of lead time between PO placement
and receipt date. Weighted by PO value.
• LT Comply – percentage of receipts that are made within stated lead time.
• WPT Days – Weighted Payment Terms in days. Average payment terms for all invoices weighted by
invoice value. Green if 75 days or higher. Yellow if between 60 and 75 days.
Default is to show
YTD data for all IR
locations. Adjust
prompts if you want
to see KPI’s from
other time frames or
locations
15External Supplier Dashboard
Contract drill down
• List of contracts between IR and the supplier (existing and expired)
• A few key metadata fields
16External Supplier Dashboard
SIP & CS1/2 Drill Down
Using Supplier Dashboards
• Shows the history of SIP and Controlled Shipping with the supplier.
17External Supplier Dashboard
DPPM Drill Downs
Using Supplier Dashboards
Lists details of every nonconforming part. Includes
• Part number
• Description of defect
• Date of finding
• Nonconformance report number
Shows DPPM by location by time period to
narrow down the source of the issue.
18External Supplier Dashboard
Supplier Recovery Drill Down
Using Supplier Dashboards
List the details of any supplier recovery actions
• Location affected
• Type of Impact
• Date
• Recovery amount
19External Supplier Dashboard
OTD and Lead Time Drill Down
Using Supplier Dashboards
• Blended Performance drop down
• Lists all receipts and their OTD status
• Also lists Lead Time for each part for LT
Compliance details
• Scrolling to the right shows the various date
fields, system lead time, and the OTD flag for
Need By Date, Lead Time, and the blend of
these two flags.
20External Supplier Dashboard
Weighted Payment Terms Drill Down
Using Supplier Dashboards
• Invoice Lines – number of invoice lines in the last 12 months
• Spend ($M) – value of last 12 months of invoices received.
• Unique Net – Number of unique payment terms in last 12 months
• Min Net – minimum payment terms in last 12 months
• Max Net – maximum payment terms in last 12 months
• Contract Net – payment terms in the contract, if it exists
• Contracts – number of contracts in the contract database
• Local Records – number of unique supplier records that roll up into this CSID number
Use Report View to
see different levels of
detail
21External Supplier Dashboard
Trend Data for KPI’s
Using Supplier Dashboards
• Last 12 months of results for each KPI.
• Can drill into individual bars to see details for that month
22External Supplier Dashboard
Open Purchase Orders
Using Supplier Dashboards
• Shows list of all open
Purchase Orders with
the supplier
• Prompts allow report
to be filtered by part
number or location
23External Supplier Dashboard
Part Forecast
Using Supplier Dashboards
• Forecast demand for
all parts with supplier
• Can use prompts to
filter for part number
and location
• Can use first report
view drop downs to
adjust the time interval
from monthly to weekly
• Can use second report
view drop down to
change from Gross to
Net requirements
• Default time frame is
forecasting 12 months
(if location provides that
much forecast data)
24External Supplier Dashboard
• Getting Started
– Creating a new account
– Accessing Supplier Dashboard
– Navigating Oracle Business Intelligence
• Using Supplier Dashboard
– Overview of Dashboards
– Navigating Dashboards
– Performing Common Tasks
• Business Intelligence Production Support
• Appendix– Detailed Calculation Logic– Password Reset
Table of Contents
Course Overview
25External Supplier Dashboard 25
Production Support
Using Supplier Dashboards
• Any issues with Oracle BI or any Supplier Dashboard
report should first be addressed with the IR location
Buyer/Planner or your Commodity Manager
• The IR Buyer/Planner or Commodity Manager will
escalate any issue inside IR as appropriate
• Ideas for enhancements to the Supplier Dashboard can
also be given to your IR Buyer/Planner or Commodity
Manager.
26External Supplier Dashboard
questions and
discussion
27External Supplier Dashboard
• Getting Started
– Creating a new account
– Accessing Supplier Dashboard
– Navigating Oracle Business Intelligence
• Using Supplier Dashboard
– Overview of Dashboards
– Navigating Dashboards
– Performing Common Tasks
• Business Intelligence Production Support
• Appendix– Detailed Calculation Logic– Password Reset
Table of Contents
Course Overview
28External Supplier Dashboard
KPI Column Definitions
• Spend ($M) – This is the total amount in $USD, in millions of dollars, of posted invoices for the
period selected in the filters (year-to-date is the default selection). This includes all locations and
commodities. This spend excludes P-Card transactions.
• Contract – This will show “Y” when the supplier has active contract record loaded in the Contract
Repository for either a Supply Agreement or Services Agreement. The contract has to be in Active
status and have either a perpetual term (evergreen) or expiration date greater than the current date.
The parent commodity on the contract needs to match the spend.
• Diversity – This will show “MBE” or “WBE” or “VBE” if the supplier is a diversity supplier. Those
terms stand for Minority, Woman, or Veteran Owned Business Enterprise respectively. These
classifications are provided by a third party data service company once a quarter and are adjusted by
the supplier diversity manager. If a supplier falls into more than one category, only the most
significant will be listed. For example if a supplier is owned by a Hispanic Woman, the flag will show
“MBE” since the minority category is more significant for reporting.
29External Supplier Dashboard
KPI Column Definitions (continued)
• SIP – This stands for Supplier Improvement Program. This is a Yes/No flag that indicates if an IR
location has put a supplier site on the SIP list. This data comes from the Supplier Quality and
Development (SQ&D) team and is designated by supplier and IR location. It is possible that a
supplier is on SIP for one location and not others. A supplier gets placed on the list typically if the
supplier has a quality or delivery issue that needs a structured improvement plan. A supplier can
“graduate” from SIP by meeting the exit criteria established upon entry into the SIP program.
• CS1/2 – This stands for Controlled Shipment Level 1 or 2. This is a Yes/No flag that indicates if an IR
location has put a supplier site on a controlled shipment list due to a delivery or quality issue. This
data is manually maintained by the Supplier Quality and Development (SQ&D) team and is
designated by supplier and IR location. It is possible that a supplier is on CS1/2 for one location and
not others.
• OSA Status – This represents the approval status for the most recent On-Site Assessment that was
performed. Each supplier facility may undergo a separate OSA resulting in different scores, but what
gets displayed in this report is only the most recent one’s overall status. Detail for the individual OSA
scores and information can be obtained by using the drill down link. OSA updates are typically
loaded by the 10th working day each month.
30External Supplier Dashboard
KPI Column Definitions (continued)
• DPPM – This represents the Defective Parts Per Million for all the parts which the supplier provides.
The formula is 1000000 * (defective quantity / total received quantity). We only count
nonconformance records where the supplier was flagged as being at fault and material was rejected.
The reject data is mostly captured daily, but there are some plants that record and report monthly in
a manual fashion within a week of month end close.
• Recovery – This is a Yes/No flag that indicates if a supplier has caused is significant customer
impact event to due warranty claims or major supply disruption. For these events, a recovery
campaign is launched in which monetary damages are perused. This data is manually maintained by
the Supplier Quality and Development (SQ&D) team and is designated by supplier, IR location and
commodity. The recovery is closed and the flag is reset to No after the last credit is received.
31External Supplier Dashboard
KPI Column Definitions (continued)
Delivery
Dates Used in Calculation: The delivery calculation uses 4 pieces of information:
• Order Release Date: date on which the order was communicated to the supplier
• System Lead Time: standard number of days for a supplier to deliver based on ERP master data
• Need By Date: date on which the material was supposed to be delivered to IR by the supplier
• Receipt Date: date the material was processed at the dock and recorded into a local ERP system
Need By Date System Lead Time Blended Result
Before Threshold Before Threshold Early
Before Threshold Within Threshold Early
Before Threshold After Threshold Early
Within Threshold Before Threshold On-Time
Within Threshold Within Threshold On-Time
Within Threshold After Threshold On-Time
After Threshold Before Threshold On-Time
After Threshold Within Threshold On-Time
After Threshold After Threshold Late
The system calculate two independent scores and then
blends them together with the logic shown to the right.
The IR standard delivery window is -5 / +1, which means a
receipt will be considered on-time if the receipt date is up
to 5 days before the need by date and is up to 1 day after
the need by date
32External Supplier Dashboard
KPI Column Definitions (continued)
Delivery (continued)
• Early – This is the % of receipts that were made earlier than the configured threshold.
• Late – This is the % of receipts that were made later than the configured threshold.
• On-Time – This is the % of receipts that were made within the time range specified by the configured
threshold.
33External Supplier Dashboard
KPI Column Definitions (continued)
• WLT Days – This is the weighted average standard lead time days for the supplier to deliver a part.
For each receipt line we capture (Spend $ * Lead Time) and Spend $, which are then aggregated
across all invoice lines and divided by Total Spend $. The “standard” or “system” lead time is what
gets stored against the part number in the local ERP system and means the number of days after
confirming an order that it will take the supplier to deliver the material to our dock. In some ERP
systems this is calendar days and in other systems this is in work days. This is not the fully loaded
lead time that would contain process time, inspection time, stocking time and so on. This is also not
the actual lead it took to receive a given order.
• LT Comply – This is the percentage compliance to the supplier’s “standard” or “system” for each
part. For example, if a part has a lead time of 30 days, this metric is measuring how often the
supplier delivers that part within 30 days of the order date. This has nothing to do with what the due
date or promise date is. This is purely measuring what percent of the time a supplier delivers within
their stated lead time. Orders that get pushed out or released with due dates beyond lead time are
measured using the on-time delivery logic.
34External Supplier Dashboard
KPI Column Definitions (continued)
Pay Terms
• WPT Days – This is the weighted average payment terms for posted invoices. This is calculated by
taking (Total Spend $ * Full Net Terms) / Total Spend $. The metric does not reflect discounts. For
each invoice line we capture (Spend $*Net Term) and Spend $, which are then summed up across
all invoice lines and then divided.
35External Supplier Dashboard
Password Reset
Ingersoll Rand has launched a self-service tool that gives you the ability to change your active
directory password from any device with an internet connection. You will need to reset your
password every 90 days.
REGISTER for the Self-Service Password Reset ToolTo reset a password, you must first be registered by following these steps— If your password has expired,
you will not be able to register
• Click the link above. It will take you to Microsoft Azure to register.
• Enter your email address only (PortalUsername@irco.com, then press Enter. This will take you to
Ingersoll Rand’s page.
• Enter your login information and click “Sign in”
• See option to enter Security questions with instructions – click “Set them up now”
• Select 5 of the 6 questions you would like to use and answer questions appropriately
• Click “save answers”
• To change your questions or answers, you can click the registration link and click “Change”
36External Supplier Dashboard
Password Reset
RESET your Password Using the Self-Service Password Reset Tool
Enter your login information as shown above and the character set displayed
Provide answers to the three random questions
Enter and confirm your new password following the password complexities below
The password must contain characters from at least three (3) of the following four categories:
• English uppercase characters (A – Z)
• English lowercase characters (a – z)
• Base 10 digits (0 – 9)
• Non-alphanumeric (For example: !, $, # or %)
• The password must not contain the user’s Account Name or Full Name values. When choosing your
new password, please use as many characters as you are comfortable with. The longer the
password, the more secure it is.
• Microsoft is constantly evaluating compromised passwords and has enhanced our password
complexities by also denying the ability to use well-known, exploited passwords such as
common dictionary words.
37External Supplier Dashboard
Password Reset
How else can I change my password?
You can call the IR Help Desk at 1-800-872-6381 (US) or 86-
21-22081300 (China), press 3 when prompted, press 3 again
when prompted and ask the agent to reset your Active
Directory password when your current password expires.
Reference the phone list at the right for the correct Help Desk
number.
Regional
Service Desk Country/Region
Telephone Numb
er
Americas United States 1-800-872-6381
French Canadian 646-254-3637
Latin America US (646) 259-0610
EMEIA India -Toll Free 8004401995
EMEIA Belgium –Toll Free 80081138
EMEIA
Czech Republic –Toll
Free 800701323
EMEIA France –Toll Free 0805 540533
EMEIA Germany –Toll Free 0800 589 2333
EMEIA Ireland –Toll Free 1 800 995 310
EMEIA Italy –Toll Free 800917920
EMEIA Netherlands –Toll Free 0800 2526020
EMEIA Spain–Toll Free 900814191
EMEIA UK –Toll Free 0800 032 6503
EMEIA UAE – Toll Free 80004441562
EMEIA Rest of EMEIA –Toll +44 2035 642794
Asia Asia – Toll Free 10 800 712 2848
Asia China 86-21-22081300
Asia Thailand
001-800-12-
0666077
Asia Malaysia 1-800-813098
Asia Philippines 1-800-1-441-0686
Asia Taiwan 00801-13-7806
Asia Indonesia 001-803-011-3985
Asia Hong Kong 800-967932
Asia Singapore 800-1204684
Asia South Korea 00798-14-800-7206
Asia Japan 0066-33-132401
Asia Vietnam 18001750
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