SnOP Forecast MARCH 2015 REV A

Transcription

1 SnOP Forecast MARCH 0 REV A

2 Table of Contents Page What is Forecasting Page Benefits / Access Page Logging On / Accessing Invoicing Page IDE Supply Chain Management Dashboard Page View Purchase Orders (Discrete Orders / Scheduling Agreements) Page Select Purchase Order / Scheduling Agreement Page 9 Invoice Purchase Order / Scheduling Agreement Page 0 Send / Print Invoice Page Support Center

3 Accessing S&OP Forecast Step One: Log into the Supplier Portal at using your address and password and clicking the Sign In button. Step Two: If you have successfully logged-in, you should see your name on the upper right of the page. In the middle of the page, under the Supply Chain Management sub section, click on the Internet Data Exchange (IDE).

4 Accessing S&OP Forecast - Internet Data Exchange Landing Page Step Three: Click on the S&OP Forecast on the Supply Chain Management Dashboard to access the S&OP Forecast Summary My Download: Number of new download requests to see. Including also S&OP Forecast download. see also point. S&OP Forecast Navigate to the S&OP Forecast page NOTE: You only see the S&OP Forecast option on the Supply Chain Management Dashboard if the Supplier ID with which you re logged in is S&OP enabled. Check in the Preferences screen. Download S&OP Forecast one click download request for S&OP Forecast. Preferences Navigate to the Preferences Page

5 Internet Data Exchange S&OP Forecast page Material TE PN 9 Plant TE plant Month columns S&OP forecast quantity. In colour white/green/red. Timeframe (from-to) is set in preferences. Expand the plus sign on a line to view/enter a feedback 0 Enter feedback quantity, Reason Code(mandatory), Reason Description (optional) and click on save. Historical GR - Average (monthly) quantity of historical goods receipt. Basis for calculation in threshold columns. Plus Threshold Plus threshold quantity(historical GR plus percentage from preferences ) for colorize the forecast quantity in red. No colour means quantity is in range. Minus Threshold Minus threshold quantity Historical GR plus percentage from preferences ) for colorize the forecast quantity in green. No colour means quantity is in range. Reason Code Reason for the capacity feedback. Reason Description Short description for the selected reason. 9 0 Filter Options Search for a Part Number (TE PN) Download S&OP Forecast one click download request for S&OP Forecast.

6 Internet Data Exchange Download document After some minutes the download is available on the IDE Landing page under My Download Sign for new and ready to download Download contains complete S&OP Forecast with entered feedback. Structure is similar to S&OP screen.

7 Internet Data Exchange Viewing Preferences (Supplier) S&OP Enabled Check or uncheck this box to set a Supplier ID as S&OP enabled or not. S&OP Forecast horizon Set the timeframe (from-to) for which the Supplier should get the S&OP Forecast. MRP Forecast horizon Set the timeframe (from-to) for which the Supplier should get the MRP Forecast. NOTE: The S&OP Settings are only editable by TE employees. TE Suppliers are only able to view their S&OP settings. Warning threshold plus Percentage value for calculation the plus threshold based on the GR history average. Used for colorize values in red. Warning threshold minus Percentage value for calculation the minus threshold based on the GR history average. Used for colorize values in green.. Planning Scenario Set the scenario which has to be used for S&OP Forecast (BU dependent). GR History period Set the history period which should be used for calculate the GR average. Save Preferences Click to save the changes.

8 Internet Data Exchange Setting Preferences (TE) Step One: If you have successfully logged-in, you should see your name on the upper right of the page. In the middle of the page, under the Supply Chain Management sub section, click on the Internet Data Exchange (IDE). NOTE: The S&OP Settings are only editable by TE employees.

9 Internet Data Exchange Setting Preferences (TE) Step Two: To set preferences for a supplier, you must first validate the supplier id. To validate, enter supplier number in the supplier id field and click on validate. Step Three: Click on Preferences in the Quick Actions dropdown 9

10 Internet Data Exchange Setting Preferences (TE) Step Four: Set S&OP preferences and click Save Preferences NOTE: S&OP Enabled must be set for S&OP Forecast to appear as an option. S&OP Enabled Check or uncheck this box to set a Supplier ID as S&OP enabled or not. S&OP Forecast horizon Set the timeframe (from-to) for which the Supplier should get the S&OP Forecast. MRP Forecast horizon Set the timeframe (from-to) for which the Supplier should get the MRP Forecast. NOTE: The S&OP Settings are only editable by TE employees. Warning threshold plus Percentage value for calculation the plus threshold based on the GR history average. Used for colorize values in red. Warning threshold minus Percentage value for calculation the minus threshold based on the GR history average. Used for colorize values in green.. Planning Scenario Set the scenario which has to be used for S&OP Forecast (BU dependent). GR History period Set the history period which should be used for calculate the GR average. Save Preferences Click to save the changes. 0

11 Support Center The Supplier Portal contains a Support Center that provides suppliers numerous support options including this training documentation and frequently asked questions. The Support Center can be accessed via the Supplier Portal Home Page