Supplier Module Supplier Self Reporting

Transcription

1 Vendor Management System Supplier Module December 4, 2009

2 Supplier Module Vendor Management System Proprietary Information: Not for use or disclosure outside Flowserve, except under written agreement Flowserve. All rights reserved 12/04/09. All company, product, and service names may be trademarks or registered trademarks of their respective owners.

3 Table of Contents 1.0 OVERVIEW OBJECTIVES VENDOR MANAGEMENT SYSTEM (VMS) ACCESSING VENDOR MANAGEMENT SYSTEM (VMS) QUALITY REPORTING PROCESS FLOWCHART OVERVIEW VIEW QUALITY REPORTING ADD CORRECTIVE ACTION ITEM EDIT PARTS SHIPPED EDIT CORRECTION ACTION LIST RESET FIELDS DELIVERY REPORTING PROCESS FLOWCHART OVERVIEW VIEW DELIVERY REPORTING PRINT DELIVERY REPORTING DATA EXPORT DELIVERY REPORTING DATA ADD CORRECTION ACTION ITEM EDIT NUMBER OF SHIPMENTS DUE EDIT CORRECTION ACTION LIST RESET FIELDS SUPPLIER CAPACITY PROCEDURE FORECAST PROCEDURES December 4, Flowserve. All rights reserved i

4 Supplier Module Vendor Management System 1.0 Overview 1.1 Objectives This module covers the following topics: 1. Delivery Reporting 2. Quality Reporting 3. Supplier Capacity 4. Forecast Flowserve Corporation. All rights reserved. December 4, 2009

5 Vendor Management System Supplier Module 2.0 Vendor Management System (VMS) 2.1 Accessing Vendor Management System (VMS) Follow these steps to access VMS: Click on to open Internet Explorer browser Enter this URL: After successful authentication, the home page will display. Step ❸ Enter User ID and Password Step ❹ Click Login December 4, Flowserve Corporation. All rights reserved 5

6 Supplier Module Vendor Management System 3.0 Quality Reporting 3.1 Process Flowchart Start Edit Quality Reporting Quality Reporting Printout Quality Reporting in MS Excel format 3.2 Overview In this section you will be able to: 1. View the Quality Performance graph, Data and Corrective Action List of last 12 months of a supplier. 2. Add shipments made in last 12 months for a supplier. 3. Add or edit Corrective Action List for last 12 months for a supplier. 4. Take the print out and export to excel the quality reporting data of last 12 months of a supplier. Continued on next page Flowserve Corporation. All rights reserved. December 4, 2009

7 Vendor Management System Supplier Module 3.0 Quality Reporting, Continued 3.3 View Quality Reporting URL: Click a link Quality Reporting on left navigation. Result: View Quality Reporting screen displays The Quality Reporting is a percentage of your company s performance over the past 12 months. Continued on next page December 4, Flowserve Corporation. All rights reserved 7

8 Supplier Module Vendor Management System 3.0 Quality Reporting, Continued 3.3 View Quality Reporting (continued) Step ❸ Scroll down to view the following information: Quality Percentage Reject Score Parts Shipped # of NCR s Step ❹ Step ❺ To view the corrective action list, scroll down to the Corrective action List section. Select number of months from the drop down menu in the Select the number of prior month field You can view the data for last 1,3,6,9 or 12 months Flowserve Corporation. All rights reserved. December 4, 2009

9 Vendor Management System Supplier Module 3.0 Quality Reporting, Continued 3.4 Add Corrective Action Item To add a corrective action item, do the following: Click the Add Row button on the edit screen. Complete all of the fields. Step ❸ Click Save. December 4, Flowserve Corporation. All rights reserved 9

10 Supplier Module Vendor Management System 3.0 Quality Reporting, Continued 3.5 Edit Parts Shipped To edit parts shipped, do the following: Click Edit or Add Correction Action. Step ❸ Edit parts shipped values for the months you want to change. Note: Reject Score and # of NCR s are read only. The values for these items are calculated based on what you enter in the Parts Shipped columns and number of corrective actions. Step ❸ Scroll down to Corrective Action List section Flowserve Corporation. All rights reserved. December 4, 2009

11 Vendor Management System Supplier Module 3.0 Quality Reporting, Continued 3.6 Edit Correction Action List To edit Correction Action list, do the following: From the edit screen make changes to any fields for the correction action you want to edit. Note: You can edit a correction action only if the status is open. If it is closed you will not be able to make any changes to it. As you see in the screen below, only the first item in the list can be edited because it is still open. Click Save. The system will save the changes to the VMS database and the View Quality Reporting page will display. December 4, Flowserve Corporation. All rights reserved 11

12 Supplier Module Vendor Management System 3.0 Quality Reporting, Continued 3.7 Reset Fields To reset the fields, do the following: Click Reset. The following dialogue displays. Click OK. The system will refresh the page and all entered new data will be lost. Click Cancel if you don t wish to reset the fields Flowserve Corporation. All rights reserved. December 4, 2009

13 Vendor Management System Supplier Module 4.0 Delivery Reporting 4.1 Process Flowchart 4.2 Overview In this section you will be able to: 1. View the Delivery Performance graph, Data and Corrective Action List of last 12 months of a supplier. 2. Add # of Shipments Due in last 12 months for a supplier. 3. Add or edit Corrective Action List for last 12 months for a supplier. 4. Take the print out and export to Excel the delivery reporting data of last 12 months of a supplier. December 4, Flowserve Corporation. All rights reserved 13

14 Supplier Module Vendor Management System 4.0 Delivery Reporting, Continued 4.3 View Delivery Reporting URL: Click a link Delivery Reporting on left navigation. Result: View Delivery Reporting screen displays The Delivery Reporting is a percentage of the supplier s performance over the past 12 months. You can view the % quality for each month and the average percent over the past 12 month. Percent On Time # of Shipments Due # of Late Shipments Total Days Late Continued on next page Flowserve Corporation. All rights reserved. December 4, 2009

15 Vendor Management System Supplier Module 4.0 Delivery Reporting, Continued 4.3 View Delivery Reporting (continued) Select the number of prior months from the Select the number of prior month dropdown to get the corrective action list data for selected number of month/s. You can view the data for last 1,3,6,9 or 12 months. 4.4 Print Delivery Reporting Data To print the graph and table data: Click the Print icon. 4.5 Export Delivery Reporting Data To export the table data, do the following: Click the Excel icon. The document will display on your computer Save the document on your computer s hard drive. Rename the document if you want to. December 4, Flowserve Corporation. All rights reserved 15

16 Supplier Module Vendor Management System 4.0 Delivery Reporting, Continued 4.6 Add Correction Action Item To add a corrective action item, do the following: Click the Add Row button. Complete all of the fields. If the corrective action has been corrected, enter the date the action was closed and select Closed from the status column drop down menu. Remember, once the status is closed you will not be able to make any changes to it. If you want to delete the corrective action, click Delete. The following dialogue will display: Step ❸ Click OK if you are sure you want to delete the record. Otherwise click Cancel. Click Save Flowserve Corporation. All rights reserved. December 4, 2009

17 Vendor Management System Supplier Module 4.0 Delivery Reporting, Continued 4.7 Edit Number of Shipments Due To edit parts shipped, do the following: Click Edit or Add Correction Action Enter # of shipments due for each month. Step ❸ Click Save or scroll down to edit corrective action list. See next section for steps. December 4, Flowserve Corporation. All rights reserved 17

18 Supplier Module Vendor Management System 4.0 Delivery Reporting, Continued 4.8 Edit Correction Action List To Edit Correction Action list, do the following: From the edit screen make changes to any fields for the correction action you want to edit. Note: You can only make changes if the action is still open. Click Save Flowserve Corporation. All rights reserved. December 4, 2009

19 Vendor Management System Supplier Module 4.0 Delivery Reporting, Continued 4.9 Reset Fields To reset the fields, do the following: Click Reset. The following dialogue displays. Click OK. The system will refresh the page and all entered new data will be lost. Click Cancel if you don t wish to reset the fields. December 4, Flowserve Corporation. All rights reserved 19

20 Supplier Module Vendor Management System 5.0 Supplier Capacity 5.1 Procedure Once Flowserve has approved your registration, you will receive messages in you inbox regarding any incomplete registration components. Click on the message. Click the link [click Supplier Capacity] Result: Supplier Capacity screen displays. Continued on next page Flowserve Corporation. All rights reserved. December 4, 2009

21 Vendor Management System Supplier Module 5.0 Supplier Capacity, Continued 5.1 Procedure (continued) Step ❸ Select FSD or FPD Note: FSD is daily capacity and FPD is monthly capacity If you select FSD, be sure to choose the Unit from the dropdown menu for the particular capacity you are entering the data. For FPD you do not have to select unit. The unit for FPD is always in tons. Step ❹ When you ve entered all of the capacity, click Submit. December 4, Flowserve Corporation. All rights reserved 21

22 Supplier Module Vendor Management System 6.0 Forecast 6.1 Procedures Follow these steps to view your forecast for the year: Click Forecast from the left hand navigation bar. Result: The following screen displays. Note: This gives you a view of the quantity of products you have forecasted to supply to Flowserve sites. Review the data and make sure it is accurate. This is a read only file. You will not be able to make changes. If you have any questions or concerns regarding the data in the forecast contact a Flowserve representative. Continued on next page Flowserve Corporation. All rights reserved. December 4, 2009