Delphi Supplier Profile Supplier Administrator - E-Learning How To Enter Diversity Spend Data Security Classification
Login to Delphi Supplier Portal Assumptions User has an active Covisint User ID and password You are the Supplier Administrator of the location User is familiar with the Internet and Web Browsers If you do not have an active Covisint User ID and password or Supplier Administrator access, to gain this access you can submit your registration request from: https://us.register.covisint.com/commonreg?cmd=register select either New Top Level Organization, New Division or New User Note: This presentation will use the term Diversity Spend. Diversity Spend is also referred to as Minority Business Enterprise (MBE) Spend or Tier II Diversity Spend. 2
Login to Delphi Supplier Portal Objectives Upon completion of this module, you will be able to: Successfully login to the Delphi Supplier Portal Access the Delphi Supplier Profile Application Understand Diversity Spend Data Information Enter Diversity Spend Data Contact the Delphi Service Desk if necessary 3
Login to Delphi Supplier Portal Login from: https://delphi.covisint.com Enter User ID Enter Password Click the Login button 4
Login to Delphi Supplier Profile Application Click on Application tab and click on Supplier Profile Administration link Note: If you are not able to access to Supplier Profile Administration link, which mean you do not have Supplier Administrator access. To gain this access you can submit your request from: https://us.register.covisint.com/commonreg?cmd=register select either New Top Level Organization, New Division or New User 5
Delphi Supplier Profile Homepage Purpose: This application allows suppliers to maintain an accurate company profile. The Supplier Profile consists of key information about the supplier (e.g. location information, quality or and environmental certification, supplier information, supplier key contacts, C- TPAT certification, minority status, and diversity spend). In order to comply with Delphi Customer Specific Requirements, suppliers shall enter and maintain information at least every 6 months. 6
Diversity Spend Data Information Purpose: Delphi provides information to its customers for those suppliers that have purchased materials from Diversity suppliers (Tier 3 suppliers). Delphi requires its suppliers to report diversity purchases in the Delphi Supplier Profile Application. Delphi then compiles diversity data from all its suppliers and reports it to the OEMs. Note: Diversity Spend Data is required for those suppliers whose corporate headquarters is physically located in the United States or who have significant operations (manufacturing, engineering, warehousing etc.) that are physically located in the United States. Objective: Diversity Spend Tier II Minority Business Enterprise (MBE) Spend needs to be entered into Delphi Supplier Profile application on a quarterly basis each year: Q1:Jan-Mar (Data due date April 15) Q2:Apr-June (Data due date July15) Q3:July-Sept (Data due date October 15) Q4:Oct-Dec (Data due date January 15) Note: Your MBE Spend Data is reported on a quarterly basis. You have 15 days past the end of each quarter to get your data entered. 7
Delphi Supplier Profile Homepage To begin entering Diversity Spend Data, click on link 8
How to enter Diversity Spend Data Note: You can also retrieve data from the previous quarter by checking the Import Data box Select the Year and the Quarter from drop down menus and click Submit. 9
How to enter Diversity Spend Data The screen below appears. (For better visibility, the next 2 slides will enlarge this screen) 10
How to enter Diversity Spend Data Click on the drop down arrow to select your suppliers existing MBE (Minority Business Enterprise) Duns, if not found, enter the new MBE Duns. Select from the drop down box for the existing MBE Name, if not found, enter the new MBE Name. Select from the drop down box for Diversity type. Enter NMSDC certification # (or type in N/A if not applicable) 11
How to enter Diversity Spend Data Enter the amount of Diversity Spend for the quarter being reported. (Amounts MUST be entered without cents.) Select the Delphi Division from the Product Line from drop down list. Note: For Indirect Supplier type, please select the Division you do the most business with. Note: Once the SAVE button is pressed, the system will add Diversity Spend and show the total amount at the bottom of the screen Click Add then click Save 12
Edit an Entry Edit works only for entry already saved in Profile. Select data need to make the change, click Edit button, make the changes as appropriate And click SAVE button. 13
Delete an Entry To Delete an entire data row Click the corresponding DELETE button And click SAVE button. 14
Duplicate an Entry To Duplicate an Entry. Click on the Duplicate button at the end of he row you want to copy. The Duplicate button populates MBE DUNS, MBE Name, Diversity type, NMSDC certification, Product Line (Delphi Division). You can now make changes to any fields as needed then enter the amount in the Spend column and press Save. (Amounts MUST be entered without cents.) Note: The last amount entered will be the only record save. 15
Modify Spend data To update Spend for an existing data row. Select row to be modify, and click on the Duplicate button Enter the new Spend amount (Amounts MUST be entered without cents.) Click ADD, and then SAVE. The computer will recalculate a new total for Diversity Spend. 16
Clear Quarterly Data To clear data errors for the entire Quarter after data has been saved Click the CLEAR DATA button, a warning message is displayed informing this choice will clear all MBE spend data for current quarter and press OK Click SAVE to clear ALL Diversity Note: Once SAVE is pressed, data CANNOT be recovered and it will need to be entered manually again if a mistake has been made. 17
Export Data for creating a Report Reporting can be created manually outside of Profile by Importing/Exporting Excel Data You can export data entered for the quarter selected into an Excel (CSV) file by clicking on the Export Data For Quarter button System starts the process of exporting information for selected quarter to an Excel file that you can save to a local computer hard drive for future use. Sample of Data exported to Excel file. Note: You can export data from each quarter and sum for the total of your Diversity Spend Data reported to Delphi 18
Diversity Spend Upload for Multiple lines of data Multiple lines of data can be created in Excel by exporting a template from the application. Once the data has been entered into the Excel template, it can be uploaded back into the application at one time. Diversity spend entries can be uploaded from Microsoft Excel only if they have been saved in the template format. 2.Select the saved template file name on the pop-up screen, and click on OPEN. 1.Click on browse button to locate the directory where your template file has been saved NOTE: You can use the Export Data For Quarter function to create a template file and use it to enter your data in Excel. 3. Once you click the Upload button, the Diversity Spend is automatically loaded in Supplier Profile. 19
Diversity Spend Upload If any errors are found, all valid rows up to that point will be processed. Those records below the line where the error is encountered will not be loaded in Supplier Profile. Diversity Spend Data cannot be uploaded until all the ERRORS are corrected in the file. 20
Delphi Supplier Profile Administrator Manual For additional information regarding Diversity Spend Data and other Supplier admin information, please find within the Delphi Supplier Profile Administrator Manual. To locate the manual: Go to http://delphi.covisint.com Under Training tab and Delphi Training menu Click Supplier Profile link Under application Details, click Supplier Profile Administrator Manual 21
e-learning - SPROF ADMIN: How to Enter Diversity Spend Data Where to find instruction: e-learning - SPROF ADMIN: How to Enter Diversity Spend Data? Go to: http://delphi.covisint.com, click Training tab, under Portal Application Training, click Supplier Profile, click e-learning SPROF ADMIN: How to Enter Diversity Spend Data for instructions. Click Training tab Under Portal Application Training, Click Supplier Profile Click e-learning Sprof Admin How to enter Diversity Spend Data 22
Help If you require Help: Service Desk Standard Phone Numbers: USA Service Desk Phone: 1-877-733-5744 International Service Desk Phone: 1-915-774-6599 Explain that you need assistance with the Delphi Supplier Profile Application Obtain a Ticket Number for future reference and ask the Service Desk operator to have the Ticket routed to the following Inbox: delp_sap_supplier_app For Delphi Regional Service Desk phone numbers, please go to http://delphi.covisint.com, under Frequently Used Documents then click on Delphi Portal Applications Help Desk Information and open page2. 23