e2open supplier training
DESCRIPTION
E2Open Supplier Training. A guide to show you step-by-step instructions to navigate through the SPX E2open Web-based Order Management System. Thank You for Participating. Thank you for partnering with SPX and agreeing to use the E2Open Web-based Supply Chain Management Portal. - PowerPoint PPT PresentationTRANSCRIPT
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 emails from [email protected]. The first email will give you the web address and
user ID The second email will contain a temporary password
Note: If you do not receive either email please check your spam account prior to contacting [email protected]
4
Logging into E2Open
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
Web Address: https://spx.e2open.com
User ID = Your Email Address
5
Getting Started
Click on the Picture to take you to the
next screen.
6
Terms and Conditions
Step #1: Use scrollbar to move to bottom of
document
Step #2 : Select Accept
Step 3: Click OK
7
Collaboration MenuCollaboration Menu (Navigation Tree)
This session will help you navigate through any process that you will need.
oMy 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
Note: Anything that displays in blue can be viewed in more detail.
Click on My Workspace to access a summary of your
data
9
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
Click Help
My Workspace continued
10
Refreshing My Workspace
NOTE: You can view the Last Refreshed date above; to obtain the most recent information click refresh.
Displays the last time updated
Click Refresh to update the page
11
User Preferences -Email AlertsTo navigate to your User Preferences:
– My Profileo User Preferences
NOTE: This function allows you to turn on the P.O. alert feature which will now send you an email when SPX issues a new order or sends a change to an existing order. Please turn on your email alert today in E2Open! See the next pages for details.
12
Email Alerts
Check this Box to Enable Email
Alerts
Make sure you are on the Collaboration Preferences tab
13
Email Alerts
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
Click on the Alert Subscription tab
14
Order Management Summary
To navigate to the Summary of your orders:
–Click on Order Mgmt
–Click on Discrete Order
oClick Summary
15
Note: You may search by any of the above fields to obtain a summary of a specific order or customer item
Must display discrete order
Click on the blue # that correlates to the desired Status
Order Management Summary continued
16
Order Management Summary continued
After clicking the correlating status in blue you will view a list of all the orders in the “status” you requested
Example: Click on “New” status number…
17
Note: Change and Accept Order, or Reject Order (see preceding slides for more details)
Maintaining from this view…
Multiple Orders or Lines (Accept Only):1. Use the scroll bar at the bottom of the list to navigate to Promise Date and Promise
Qty (See next slide for example)
2. 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)
ORSpecific Orders:Click on any specific Order Number to view, maintain, or print the order (refer to future slides)
Order Management Summary continued
18
--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.
Order Management Summary continued
19
Order Management Search
To navigate to a specific order:
–Click on Order Mgmt
–Click on Discrete Order
oClick Search
20
--You may search by any of the fields below to find a specific order--
Order Management Search
21
Managing 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
Click to Print PO
--Example of the different options within this screen.--
22
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
Managing POContinued
23
Once the state is selected, scroll over to the right side to view Promise Date and Promise Quantity and make changes if necessary.
Managing POContinued
24
Continue to scroll to the right to view Unit Price. If pricing is different, see slide # 28 to learn how to Reject pricing.
Managing POContinued
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 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 E2OpenNote: Multiple lines can be selected to be processed simultaneously using the Accept Order button when no changes are necessary on the Purchase Order Line
Click on Accept Order
To Select the Order or Multiple Orders click on the box
27
To 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
Click on Change and Accept Order
28
To Reject An 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.
Click to Reject Order
29
Other Order Status’
Cancelled 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 Order status can not be changed Invoices can not be created once in a Closed status
30
ASN – Advanced Shipping Notice
Collaboration Menu– Click Order Management
– Click on Shipmento 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
Creating an ASN
Step 1: Check for Discrete Order
Step 3: Click Search
Step 2: Enter PO #
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
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
Use the scroll bar to find all applicable fields.
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
Visit the Collaboration Menu: –Click Order Management
–Click Shipment oClick Summary
Enter Shipment Number shown
previously
Click Search
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 Invoiceo 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 3: Click Search
Step 2: Enter PO #
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
Visit the Collaboration Menu: –Click Order Management
–Click InvoiceoClick Summary
Click Search
Enter Invoice Number shown
previously
42
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.
Viewing the Completed Invoice
Continued
43
--Example of Complete Invoice--
Note: Printing an invoice from E2Open is currently not available
Viewing the Completed Invoice
Continued
44
Contact Information
If you have problems accessing the website or navigating, please contact the SPX Helpdesk at:
Email: [email protected] Phone:
Diane Halla at 507.455.7365 Ivy Brase at 507.455.7251
Thank you for participating! Thank you for participating!