Creating a CMD in CDX

Transcription

1 Creating a CMD in CDX Part 5 - Supplier Submissions June, 2016

2 The CDX User Manual contains concise information explaining the CDX system, yet assumes familiarity with the industry principles involved. This tutorial and similar supplemental materials provide in-depth, step-by-step instruction on how to accomplish specific business operations using CDX. Copyright 2016 Hewlett Packard Enterprise Development LP. The information contained herein is subject to change without notice. The only warranties for HPE products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. HPE shall not be liable for technical or editorial errors or omissions contained herein. 2

3 About this Tutorial The tutorial for Creating a CMD in CDX is divided into multiple parts. Part 5 is presented here. Part 1 Part 2 Part 3 Part 4 Part 5 Part 6 Introduction Initiation Metals Identification Conflict Free Policy Adding Smelters From List New Alleged Smelter Importing Non-CDX Submissions Review, Accept & Reject Supplier CMDs Adding Smelters from Suppliers CMD Submission 3

4 Import Non-CDX Submissions Navigation for Import of a Supplier Submission Many suppliers will use CDX to submit CMDs, but some may not be CDX users. Non-CDX suppliers will submit their CMRT file via or other electronic transfer. These CMRT files must be imported into CDX one at a time, so they can then be added to your CMD. Before exiting a CMD, save changes! A prompt appears if the CMD is not saved. To prepare for import, navigate the CDX menus: Functions> Conflict Minerals Manager> CMD Search A B C 4

5 Import Non-CDX Submissions Prepare Import of Supplier Submission The CMD Search screen displays existing CMDs in CDX available to your company. This screen also provides the import mechanism to add new CMDs into CDX. To begin, select Import from CMD Search screen. In the resulting popup, use Choose file to display a file system search window. Locate and select a Supplier CMRT file to import. Select Open to load the template to the Create CMD from File popup. B C A D 5

6 Import Non-CDX Submissions Begin Import of Supplier Submission In the Create CMD from File dialog, CDX will validate an.xlsx file is selected. Once validated, the OK button will enable. If validation fails or to select a different file, use Update to change selection. Select OK to import the Supplier CMRT file. 6

7 Import Non-CDX Submissions Validation of Supplier Submission During Import, CDX validates the Supplier CMRT file to ensure there are no errors. A very few severe errors such as a missing Supplier Company name will prevent the Supplier CMRT file from loading. CDX will issue an explanatory error message. For less severe errors, the template is imported. If there are informational errors from the Smelters List tab, a pop-up with this information will be displayed. Any errors from the Smelter List tab will be imported as Alleged smelters. Select OK to continue with the Import. Note: If your web browser blocks pop-ups, you may not see this screen. Other Warning and Error messages (not preventing the import) will be listed in the CMD s Check Results section when the import is complete. 7

8 Import Non-CDX Submissions Confirm Import of Supplier Submission When you are importing a CMRT for a supplier company, CDX will display a popup to confirm loading of a Supplier submission. Select OK to confirm Supplier Template import. 8

9 Import Non-CDX Submissions Save Supplier Submission The CMD is displayed when the import is complete. Warnings and error messages will be listed in the Check Results section. Save the supplier CMD to make it available for approval or rejection. Imported and CDX-created supplier CMDs both appear in your company CMD InBox. 9

10 Review, Accept & Reject Supplier CMDs Accessing the CMD InBox Supplier CMDs submitted via or via CDX appear in your Company CMD InBox. Before a supplier CMD can be incorporated into your Company CMD, it must be accepted using the CMD Inbox. The CMD Inbox many be accessed in three ways: 1. Click the Toolbar InBox dropdown & select Conflict Minerals Declaration. 2. Navigate the menu and use Functions> Inbox> Conflict Minerals Declaration. 3. Navigate the menu and use Functions> Conflict Minerals Manager> CMD Inbox.. 10

11 Review, Accept & Reject Supplier CMDs Searching for Received CMDs The CMD InBox searches specifically for CMDs received from supplier companies. Search filters include selection by status, time period, and/or supplier(s). CMDs with status rejected or cancelled by sender need supplier resubmission. CMDs with status accepted are available to use within Company CMDs. CMDs with status not yet browsed or browsed are open and require action. Newly received and imported CMDs will have one of these statuses. Enter filters and select Search to find CMDs with the specified filter criteria. Select a CMD in the Results list and double-click or right-click View to open CMD. 11

12 Review, Accept & Reject Supplier CMDs Reviewing and Acting upon a Supplier CMD Open the supplier CMD and review the provided information. Supplier CMDs with a Check Date or Release Date that is not recent should be verified. Metals identification, Conflict Free Policy, and Smelters list deserve extra review. To protect your supplier s suppliers identity, the Supplier CMDs area will be blank. Select Menu MDS> Accept or MDS> Reject to accept or reject the supplier CMD. CDX will prompt to confirm the decision, as it cannot be undone. Select the Received CMDs tab to return to the CMD InBox. Repeat these steps as necessary to process all received supplier CMDs. 12

13 Adding Smelters From Suppliers Locating your CMD in Progress After accepting supplier CMDs, your Company CMD in progress must be reopened. Navigate to Menu Functions> Conflict Minerals Manager > CMD Search. Use the filter own CMDs to search for CMDs created in your company. Specify any additional filters and select Search to create search results. Locate the CMD in Search Results. Double-click, or right-click and select Edit. 13

14 Adding Smelters From Suppliers CMD Details Supplier CMDs In Details at right, locate the Supplier CMDs pane and expand it. Any previously added supplier CMD smelters (if any) will appear in the pane. Supplier smelters may only be added to a CMD if they are accepted. Select to open the accepted supplier CMD search window. 14

15 Adding Smelters From Suppliers Selecting Supplier CMDs to Load Smelters This search automatically filters for accepted supplier CMDs. Specify additional filters if desired and select Search. In the Search Results, select accepted supplier CMDs from which to load smelters. Hold the key during selection to perform a multi-select. After making your selection(s), click Apply. 15

16 Adding Smelters From Suppliers Add Smelters from Supplier CMDs Apply adds the smelters from the supplier CMD(s) to your Company CMD. The Smelter list is merged and sorted by Mineral, Smelter Company, and Country. Smelters of the same type, company, facility, and source appear only once. Supplier smelters may be removed by using Supplier CMDs Delete Removing a Supplier CMD does not remove associated smelters with other sources. Repeat these steps for all accepted supplier CMDs. Note: When you submit the CMD to your customers, the Supplier CMD section will be empty. 16

17 Thank you Please continue with Creating a CMD in CDX: Part 6 CMD Submission 17