isdp-iengineer engineering management work ... -...
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HUAWEI TECHNOLOGIES CO., LTD.
Applicable to the September 12 Release of ISDP-iEngineer
ISDP-iEngineer Engineering
Management
—Work Instructions for Non-IFS
Contracts
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 2
Contents
Architecture of New EPMS
Migration Scope of Non-IFS
Contracts in September
Archiving Scope of Non-IFS
Contracts
ISDP-iEngineer: Main Changes
ISDP-iEngineer: Main Operation
Process
ISDP-iEngineer: Main Operations
for Key Roles
Permission Application
Search Contract
Edit Contract
Search Order
Search Engineering Progress
Input Engineering Order Progress
Upload Engineering Document
Modify Engineering Document
Delete Engineering Document
Approve Engineering Document
Modify Approval Result of
Engineering Document
Create Engineering Problem
System Access Link
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 3
组合工程
Old EPMS
Engineering
Progress
Engineering
Problems
PRTool
Engineering Combined Based
On Task Orders
ISDP-iEngineer
Engineering
Progress
Engineering
Problems
Overseas
remaining
non-IFS
contracts
and A-
type
countries’
contracts
Change points: Plan dates of the engineering do not need to be maintained in the system any more; only the work start, work
completion, PAC, customer’s signing off of PAC, FAC, and customer’s signing off of FAC will be remained.
New EPMS is upgrade and reconstruct by deleting useless functions of the old system, keeping the key
and useful functions, and adding new functions.
RCR1.0
Contract And Order Engineering
Progress Documents
All the functions will be invalid
from September
Architecture of New EPMS
Upgrade and
reconstruction
X
Contract And
Order Information
Revenue
Recognition
Contract And Order
Information Engineering
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 4
On September 12, 2015, all the engineering data of non-IFS contracts that are still in fulfillment in the old system will
be migrated to the new system (formal databank). Since then, the data in old system will be only used for query and all
the editing operations should be done in the new system.
On September 19, 2015, the remaining engineering data of non-IFS contracts that have completed fulfillment will be
migrated to the new system (archiving databank).
Old EPMS: all functions
disabled
ISDP-iEngineer
: Overseas remaining non-IFS
contracts and A-type countries’
contracts
Engineering Progress
Engineering problems
RCR 1.0
CPP
Non-IFS
Contracts
X
Break integration
on Sept. 12
Contracts still
in fulfillment
on Sept. 12
Contracts with
FAC completed
on Sept. 19
X
Migration Scope of Non-IFS Contracts in September
Contract And Order Info
Query
Break integration
on Sept. 12
Engineering
progress
information
Revenue Recognition
Formal Databank
Archiving Databank
Engineering Problem
Engineering Progress
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 5
All the contracts with contract No. starting with 00M, 00T, 00E, EMS, HWCS, 0TH, BRA, 005, 0TA, FA0,
BRL, 00Z, 00H, 0TP, HMN or 00P that have been specially processed will be archived. The ones that have
not been specially processed will not be archived.
Archiving Scope of Non-IFS Contracts
(1) Archiving scope of stock contracts
Contracts that have completed FAC
Contract status is “PAC” and its engineering flag “Need FAC or not” is “No”. (If the contract status is
“PAC” and any of its engineering flag “Need FAC or not” is “Yes”, the contract will not be archived.)
(2) Archiving scope of overseas non-IFS contracts
Note: After the non-IFS contracts within archiving scope are migrated to the archiving databank in the new system, only
query function is provided in the archiving databank. To edit the engineering progress, it should be done in the formal
databank. Other non-IFS contracts out of the archiving scope, i.e. the contracts still in fulfillment, will all be migrated to
the formal databank and continued to be fulfilled.
(3)Archiving scope of non-IFS contracts of China Region
FAC has been completed for the engineering under the contract, and in its corresponding PO: issued
quantity=received quantity + cancelled quantity (acceptance has all completed for the PO)
Contract status is “PAC”, its engineering flag “Need FAC or not” is “No”, and in the corresponding PO of the
engineering under the contract: issued quantity=received quantity + cancelled quantity (acceptance has all
completed for the PO)
The contracts of Nokia Siemens Networks (NSN) and TD Tech (000841-000847) which have been specially
processed will be archived. If the POs have been specially processed but the contract items are not complete yet
or if the POs have not been specially processed, the contracts will not be archived (added on August 19, 2015).
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 6
Change Points Remark
Engineeri
ng
progress
Plan dates of the engineering do not need to be maintained in the system any more; only
actual goods delivery, goods arrival, work start, work completion, PAC, customer’s signing
off of PAC, FAC, and customer’s signing off of FAC will be remained.
For non-IFS contract, progress is input on the order. For IFS contract, progress is
input on the engineering
Improved
Goods arrival date of the engineering and the order is directly transferred from APA
system of Huawei Supply Chain and does not need to be maintained.
Simplified
Contract
fulfillmen
t scope
For normal sales contract, progress is input in the new EPMS system to trigger revenue
recognition in RCR1.0.
Intercompany contracts and stock contracts will not be confirmed by EPMS any longer
and they will be directly confirmed in RCR 1.0
Simplified
Account
permissio
n
Huawei users shall log in to the new system with Huawei W3 account and pass code.
The users can apply for the permission by directly logging in to the new system and the
permission becomes valid after being approved by the director.
Simplified
System
architect
ure
Merging into the latest “Integrated Service Delivery Platform (ISDP)” of the corporate and
adopting the newest development framework, it is flexible for future improvement.
Improved
Main Changes
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 7
Huawei
engineer
Rep. office
document
approver Review engineering
documents
Rep. office
engineer/PM
Export engineering
progress and business
volume report
Feed back
engineering
problems
System
administrator
Engineering progress and document management
Revenue
recognition RCR1.0 Change points of progress management:
1. It will only be used as the reference of engineering
acceptance. Plan deviation rate and work completion rate, etc.
will not be taken as performance appraisal metrics. Therefore,
plans are not needed any more; instead, only the actual
work start, work completion, PAC, and FAC dates need to
be managed.
ISDP-iEngineer: Main Operation Process
Create
engineering
PRTool
Close
engineering
problems
Upload document, PAC、FAC, etc.
Modify engineering
progress information
Maintain the actual “work
start, work completion,
PAC, and FAC” date of the
engineering order
Peripheral system
functions
ISDP-iEngineer
functions
Transfer shipment
date and arrival
date from APA
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 8
ISDP-iEngineer: Main Operations for Key Roles
Role Operation
ISDP-iEngineer: HW Engineer(View) Contract View, Engineering View, Task Order View, Engineering Document
View & Download
ISDP-iEngineer: HW Engineer(Edit) Contract & Engineering &Task Order View, Upload Engineering Document,
Edit Engineering Progress Info
ISDP-iEngineer: Document Approver Contract & Engineering & Task Order View, Edit Engineering attachment
Info, Edit & Approve Engineering Document
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 9
Permission Application (I) Role: All
1
Steps:
Open the Web UI homepage of ISDP system. Input user name and pass code to log in to the system. If you do
not have the system access permission yet, it will automatically redirect to permission application page. Select
the permission application of the third system.
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If you do not have the ISDP –iEngineer access ,the new system will automatically redirect to the permission application page
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 10
Permission Application(II) Role of operation: All
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Steps:
Open Web UI homepage. Click 【Engineering Progress & Quality】. Select
【Apply for Privilege】 and then select 【Huawei privilege application】.
Select “Business Role” (Note: there are role descriptions on the page)
Select “Rep. Office”
Select “Approver” (Note: usually your director)
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Click “Submit”
Check the role descriptions
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Note: After the privilege application
is submitted, en email will be sent
to the approver. After the
application is approved, an email
will be sent to the applicant.
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 11
Permission Approval
Role of operation: Permission Approver
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Steps:
Open Web UI homepage. Click Engineering Progress & Quality and click “Privilege Approval”.
Set up Approval Status as Waiting For Approval.
Click “Search”.
Tick off the login accounts that need to be approved.
After the accounts are approved, the privileges become valid immediately and the applicants will receive an email notification.
If the application is not approved, the privileges cannot be used.
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HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 12
Search Contract (I)
Role of operation: All
Steps:
Open Web UI homepage. Click Engineering Progress & Quality and click “Contract Search”.
Input search conditions such as Contract No. and Offset Loan Contract No., or input other search conditions in “Advanced Search”.
Click “Search”.
Click the Contract No. in search result to open the contract detail page.
Export search result.
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HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 13
Search Contract (II)
Role of operation: All
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Steps:
Go to Contract Details page. Click “Edit Contract Info” to go to contract editing page. (Note: Please see next page for editing operation)
Search contract Maintenance Information.
Search Contract Progress Status.
Search all engineering information of the contract. Click Engineering No. to go to engineering detail page.
Search all orders under goods preparation of the contract. Click Order No. to go to order detail page.
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HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 14
Edit Contract
Role of operation: Huawei Engineer (Edit)
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Steps:
Upload contract attachment (Note: It is suggested to use IE9/IE10 or Google browser to upload documents and not to use 360 browser)
Input remarks information.
Click “Submit”.
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HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 15
Search Order
Role of operation: All
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1
Steps:
Log in to the system. Click Engineering Progress & Quality and click “Order Search”.
Enter search conditions to search.
In the search result list, click Order No. to go to order detail page.
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HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 16
Search Engineering Progress (I)
Role of operation: All
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Export product
configuration
information
Export engineering
search result
Select field for exporting
engineering progress
information
Export P-item details
and summary
Steps:
Open Web UI homepage. Click Engineering Progress & Quality and select “Engineering Progress & Document Input”.
Input Engineering No. (Note: By inputting contract No., you can search all the engineering under the contract)
By inputting Offset Loan Contract No., you can search the offset contract. You can also input other conditions (e.g. Engineering No., and Product Type, etc.)
Click “Search”.
Four types of reports can be exported on Engineering Progress Search page.
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By inputting contract No., you can search all
the engineering under the contract
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 17
Search Engineering Progress (II)
Role of operation: All
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Steps:
Click “Edit Progress or Document” to go to engineering document
uploading & editing interface.
Search all orders under goods preparation of the engineering.
Go to editing interface of all orders under goods preparation of the
engineering (see next page for editing operation)
Download PAC template and FAC template
Search actual progress date and input date of the engineering
Search engineering document
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The management granularity in the new system
becomes larger by removing the plan date while
keeping actual progress date and input date.
Engineering documents can only be searched
here. To upload engineering document,
please click “Edit Progress Or Document”.
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 18
Input Engineering Order Progress
Role of operation: ISDP-iEnginner :HW Engineer(Edit)
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Steps:
Open Web UI homepage. Click “Engineering Progress & Quality”. Select “Engineering Progress & Document Input”. Click an
engineering and go to the detail page and then click “Edit Order Progress”.
Select “Order Status” to filter order data scope.
Select in batches the orders that need maintaining the progress date
Input the order progress date, with each date can be input only once (Note: the input rules are the same as those of the old system)
Click “Save” and the selected order progress date will be updated based on the input date.
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1) Goods arrival date will be transferred from APA. Before this is realized, the date can be manually input. After this is realized, the date from APA will prevail. 2) Only actual progress date needs to be maintained for the order progress date and plan date will not be needed.
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 19
Upload Engineering Document (I)
Role of operation: Huawei Engineer (Edit)
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Steps:
Open Web UI homepage. Click “Engineering Progress & Quality”. Select “Engineering Progress & Document Input”. Click an engineering and go
to the detail page.
Click “Edit Progress or Document”
Upload engineering document
Modify engineering document
Delete engineering document
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HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 20
Upload Engineering Document(II)
Role of operation: ISDP-iEnginner :HW Engineer(Edit)
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Steps:
Open Web UI homepage. Click “Engineering Progress & Quality”. Select “Engineering Progress & Document Input”. Click an engineering and go
to the detail page.
Click “Edit Progress or Document”
Click “Create Engineering Document”
Select “Doc Type”. For PAC or FAC, please fill in customer signing date.
Select document and upload it. Click “Confirm”
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Please use IE9, IE10 or Google
browser to upload engineering
documents. It is not suggested to
use 360 browser, as it does not
support document uploading.
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HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 21
Modify Engineering Document
Role of operation:
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7 Steps:
Open Web UI homepage. Click “Engineering Progress & Quality”. Select “Engineering Progress & Document Input”. Click an engineering and
go to the detail page.
Click “Edit Progress or Document”
Click “Modify Engineering Document”
When uploading engineering document, all the input information can all be modified.
Upload engineering documents of the same type (Please do not use 360 browser)
Delete engineering document Click “Confirm”
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About the verification: When engineering document waits
for approval, the document of the same type cannot be
uploaded again. After the document passes or fails in the
approval, the document of the same type can be
uploaded again. For the engineering document which
does not need approval, the document of the same type
can be uploaded. 7
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 22
Delete Engineering Document
Role of operation:
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Steps:
Open Web UI homepage. Click “Engineering Progress & Quality”. Select “Engineering Progress & Document Input”. Click an engineering and go
to the detail page.
Click “Edit Progress or Document”
Select the engineering document to be deleted (Note: The engineering documents that have passed approval cannot be deleted. The documents
that do not pass approval or wait for approval can be deleted)
Click “Delete Engineering Document”
Click “OK”
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HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 23
Approve Engineering Document (I)
Role of operation: Document Approver
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Steps:
Open Web UI homepage. Click “Engineering Progress & Quality”. Select “Engineering Document Search & Approve”.
Select “Waiting for Approve”.
Click “Search”.
Click Engineering No. to go to engineering document approval interface.
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Export method 1: Export all
search result fields of
engineering documents
Export method 2: Select
and export the fields that
need to be exported
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 24
Approve Engineering Document (II)
Role of operation: Document Approver
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Steps:
Click Engineering No. on engineering document search interface to go to document approval interface. Click “Engineering Approve”.
Select “Approval Result”.
Click “Submit”.
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Search engineering
progress information
Search basic
engineering information
HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 25
Modify Approval Result of Engineering Document
Role of operation: Document Approver
1 Steps:
Select “Engineering Progress & Quality” and then select “Engineering Progress & Document Input”.
Click “Edit Progress or Document”.
Select the engineering document, for which approval result needs to be modified.
Click “Modify Approved Result”.
Select “Approval Result”. Click “Confirm”.
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HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 26
Create Engineering Problem
Role of operation: All
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Steps:
Open Web UI homepage. Click “Engineering Progress & Quality”. Select “Create Problem”.
Fill in the problem information.
Click “Submit”.
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HUAWEI TECHNOLOGIES CO., LTD. Huawei Confidential 27
ISDP-iEngineer System Link: http://app.huawei.com/sdcp/isd#!sdcp/portal/index.html ISDP-iEngineer Permission Application Link: http://app.huawei.com/sdcp/isd#!cems/permission/apply/supEmpPermission.html ISDP-iEngineer Support:
W3 Account Responsibility And Role
Lin ping 00134293 BA, in charge of solution design and requirements of global scope
Zhu Yufang wx285088 BA, in charge of solution design and requirements of global scope
Guochan gwx81252 IT Development Staff, in charge of all functions clarification of global scope
Tang Xiaohong 00288025 Business Representative,In charge of business rules clarification
System Access Link
Copyright© 2011 Huawei Technologies Co., Ltd. All Rights Reserved.
The information in this document may contain predictive statements including, without limitation,
statements regarding the future financial and operating results, future product portfolio, new
technology, etc. There are a number of factors that could cause actual results and developments to
differ materially from those expressed or implied in the predictive statements. Therefore, such
information is provided for reference purpose only and constitutes neither an offer nor an
acceptance. Huawei may change the information at any time without notice.
Thank you www.huawei.com