Transcript GEA_SCP-Supplier_User_Training_v4 3

GE Aviation - SCP Training
Training Agenda
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Introduction to SCP
PO Acknowledgment by Suppliers
Schedule Commit by Suppliers
Agreements Acknowledgement by Suppliers
Creating and processing ASNs
Demand (Planned Schedules)
Advanced Topics
Q&A
Introduction to SCP
Topics
• User Roles
• Getting Started
• User dashboard
• Navigation menu options
User Roles in SCP
Users will be assigned Roles within SCP. Each role will differentiate the
users with tasks they are entitled to do within the system
Buyer Roles
Buyer/CA
View Only
Buyer/CA
Super
Buyer/CA
View POs
View Schedules
View Agreements
View ASNs
Print labels & Reports
Buyer/CA View Only Role +
PO Acknowledgment
Schedule Commits
Agreement Acknowledgment
Update ASNs
Create Notes
Supplier Parts Maintain
Buyer/CA Role +
Create ASNs
Cancel ASNs
Upload ASNs
Supplier Roles
Supplier
Planner
Buyer/CA View Only Role +
PO Acknowledgment
Schedule Commits
Agreement Acknowledgment
Create Notes
Supplier Part Maintain
Supplier
Shipper
Buyer/CA View Only Role +
Create Notes
Create ASNs
Cancel ASNs
Upload ASNs
Super
Supplier
Supplier
Admin
Supplier Planner Role +
Supplier Shipper Role
Getting Started
Log into SCP:
1. Go to https://www.supplychainwebcenter.com and enter your SSO ID and password
2. Click Sign in to Authenticate
The GE Aviation Supply Chain Web Center page will open
Getting Started
3. On the left hand menu click on Planning/Schedules
The navigation section will expand and display the Supplier Collaboration Portal link
near the bottom
Getting Started
4. On the left hand menu click the Supplier Collaboration Portal link
The Supplier Collaboration Portal web site will open displaying the legal disclaimer
page giving you option to Accept or Cancel. Accept to enter SCP application
SCP main page
Upon log-in, the default dashboard page will be displayed along with
the navigation panel (main menu) on the left hand side
Navigation Panel
(Main Menu)
Dashboard
Understanding User dashboard
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Dashboard is a collection of portlets. Portlets are the group boxes that holds transaction summary
information
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The dashboard has two tabs – Home and ASN.
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The Home tab contains the following portlets:
Message of the day: Will display generic messages
Notes: Shows all Notes assigned to the user
Purchase Order Summary: Shows number of POs in various statuses
Agreements Summary: Shows number of Agreements in various statuses
Planned Schedules Summary: Shows summary information of Planned orders
Firm Schedules Summary: Shows number of schedules in various statuses
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The ASN tab has one portlet – Shipment Summary, which will show the number of ASNs in
various statuses
Each summary information within the portlets are Saved Searches and clickable links. This will open
the search results with the saved criteria
Navigation Menu options
* Only available
to Administrators
** Not covered in
this training
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Home / My Pages- View dashboard or home page
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Notes- Create / send messages on transactions
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Administration - * User account creation, User roles,
carrier maintenance,.
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Demand – View bucketed demands, Planned
Schedules
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Purchase Orders – Acknowledge POs, Commit Firm
Schedules, Acknowledge Agreements
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Shipments- Create ASNs, Ship ASNs, Print shipping
documents
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Integration- ** Import ASNs (in XML Integrations)
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Documentation- View system help documentations
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Other- Generate SCP reports, set user email
preferences
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Logout- Click to logout of the system
Agreement Acknowledgment
by Suppliers
Topics
• Understanding Agreements
• Locating Agreements
• Printing PO PDF document
• Accepting an Agreement
• Rejecting an Agreement
Understanding Agreements
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Buyers create Agreements within Oracle (ERP) and Suppliers acknowledge
Agreements from SCP.
There are four statuses associated with Agreements in SCP
Buyer
creates
Agreement
in Oracle
NEW
Buyer
revises
Agreement
REJECTED
REVISED
ACCEPTED
SCP
Supplier
Rejects
Agreement
in SCP
Supplier
Accepts
Agreement
in SCP
The Oracle (ERP) status associated with Agreements are:
APPROVED, REQUIRES REAPPROVAL, REJECTED, HOLD, FROZEN,
CANCELLED, OPEN, CLOSED
Locating Agreements - A
A) Navigate from the dashboard portlet
1. Click on “New Agreements” link to locate all Agreements in New Status
2. This will open up Agreements (New) in a separate window
Locating Agreements - B
B) Locate Agreements from Agreements Module search page
1. Click on Purchase Orders and then Search Agreements menu
from the navigation panel
2. Enter search criteria and click on Search
Search panel: Enter search criteria (For e.g.: Select ‘New’ within Agreement
Status field to search for all
New Agreements
Printing PO (Agreement) PDF document
The PO (Agreement) Report can be generated in PDF format
To generate the PO (Agreement) Document:
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1. Locate the Agreement
2. Hover over arrow next to the Agreement and choose Print PO PDF
3. System will prompt to either save or open the PDF file
4. You may Print, Save or Open the PDF file that is generated
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Accepting an Agreement
Agreements with SCP status New, Revised or Rejected can be “Accepted” by
Suppliers.
 The agreement only needs to be accepted once unless it is revised
To accept an Agreement:
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1. Locate the Agreement to be acknowledged
2. Print PO PDF Report (if needed to view detail data of the Agreement)
3. Select Accept from the actions menu and click Go button -> The Agreement status will change to
Accepted.
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Rejecting an Agreement
Only those Agreements with SCP status New or Revised can be “Rejected”.
To reject an Agreement:
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1. Locate the Agreement to be acknowledged
2. Print PO PDF Report (if needed, to verify data accuracy)
3. Select Reject from the actions menu and click Go button
4. Select a Reject Reason Code and enter Reject Reason Details
5. Click on Reject button -> The Agreement status will change to Rejected and an email
will be sent to the buyer
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PO Acknowledgment
by Suppliers
Topics
• Understanding Purchase Orders
• Locating Purchase Orders
• Printing PO PDF document
• Accepting a Purchase Order
• Rejecting a Purchase Order
• Notes on Purchase Order
Understanding Purchase Orders
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Buyers create Purchase Orders within Oracle (ERP) and Suppliers acknowledge
POs from SCP.
There are four statuses associated with POs in SCP (The POs will also have an
Oracle (ERP) status represented in a different column).
Buyer
creates
PO in
Oracle
NEW
Buyer
revises
PO in
Oracle
REJECTED
NEW
Buyer
Cancels
PO in
Oracle
ACCEPTED
SCP
Supplier
Rejects
PO in
SCP
The Oracle (ERP) status associated with POs are:
Open, Hold, Freeze, Closed and Cancelled
Supplier
Accepts
PO in
SCP
CANCELLED
Locating Purchase Orders - A
A) Navigate from the dashboard portlet
1. Click on “New POs” link to locate all POs in New Status
2. This will open up POs (New) in a separate window
Locating Purchase Orders - B
B) Locate POs from Purchasing Module search page
1. Click on Purchase Orders and then Search Purchase Orders
menu from the navigation panel
2. Enter search criteria and click on Search
Search panel: Enter search criteria (For e.g.: Select ‘New’ within PO Status
field to search for all New POs
Printing PO PDF document
The PO Report can be generated in PDF format
To generate the PO Document:
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1. Locate the Purchase Order
2. Hover over arrow next to the PO and choose Print PO PDF
3. System will prompt to either save or open the PDF file
4. You may Print, Save or Open the PDF file that is generated
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Accepting a Purchase Order
Only those POs with SCP status New and Oracle status Open can be “Accepted”
by Suppliers.
To accept a Purchase Order:
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1. Locate the Purchase Order to be acknowledged
2. Review the content on the PO PDF (if needed, to verify data accuracy)
3. Check the DPAS check-box (if applicable) This is required for US military contracts.
4. Select Accept from the actions menu and click Go button -> The PO status and associated schedule
statuses will change to Accepted.
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Rejecting a Purchase Order
Only those POs with SCP status New and Oracle status Open can be “Rejected”.
To reject a Purchase Order:
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1. Locate the Purchase Order to be acknowledged
2. Review the content on the PO PDF (if needed, to verify data accuracy)
3. Select Reject from the actions menu and click Go button -> This will open the Reject reason
page.
4. Select a Reject Reason Code and enter Reject Reason Details
5. Click on Reject button -> The PO status and associated schedule statuses will change to
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Rejected.
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Adding Note to a Purchase Order
PO Notes are messages that can be attached to a PO and emailed to other users within SCP
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When a note is created, the Notes summary portlet on the dashboard will be updated.
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Similar note can be created on Schedules and ASNs
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No technical or export controlled data should be included or attached in SCP
To add Note to a Purchase Order:
1. Locate the Purchase Order
2. Hover over arrow next to the PO and choose View Notes
3. The Notes window will be opened – Select a reason for the notes creation; select To User; Type the Notes content; add
attachments, if any;
4. Click on Save button -> The note will be emailed out to the recipient. Also, verify the Notes portlet on the dashboard.
5. A Notes icon will be visible on the PO results page along side the black arrow, indicating a Note has been created
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Understanding Notes Status
Status Types
in
Notes Panel
OPEN
(default)
CLOSED
Status assigned
To every Note
When the note
no longer needs
To be viewed.
Changing Note Status
•4.Save status
change
•1.Select note
•2.Select a
status
•3.Click change
status
Schedule Commit
by Suppliers
Topics
• Understanding Firm Schedules
• Locating Schedules
• Committing Firm Schedules
• Rejecting Firm Schedules
• Splitting Commits
• Download & Upload Commits
Understanding Firm Schedules
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A firm schedule is a line of an approved PO. It is a request for parts for specific quantity
and need-by-date.
There are six statuses associated with Firm Schedules in SCP (The Schedule will also
have an Oracle (ERP) status represented in a different column).
Buyer create
Schedules in
Oracle
NEW
Buyer
Cancels
Schedule
in Oracle
Buyer revise Schedules in
Oracle. The revision can be
of type Major or Minor
REJECTED
REVISED
MISALIGNED
ACCEPTED
SCP
Supplier
Rejects PO
in SCP
Supplier
Commits –
different date
than need-bydate
The Oracle (ERP) status associated with Schedules are:
Open, Hold, Freeze, Closed, Pending and Cancelled
Supplier
Commits -same
date as needby-date
CANCELLED
Revised status – Major vs. Minor
A Schedule line in Revised status, can have two type of revisions – Major or Minor, as
denoted in the Revision Type column. Any revisions to the following fields will result in the
schedule status being ‘Revised (major)’:
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PO Header: Payment Terms
PO Line: Item Revision, Unit Price, Government Contract
Schedule: Quantity Increase, Ship to Location, Bill to Location
Distributions: DPAS Rating
A new PO line shipment that is added to an existing PO.
Major Revisions require the Supplier to Accept or Reject the schedule
All other field revisions will result in the schedule line status to be ‘Revised (minor)’.
Locating Firm Schedules
A) Similar to locating POs, the schedules could be located by clicking on the
dashboard portlet links
B) Locate Schedules from Purchasing Module search page
1. Click on Purchase Orders and then Search Schedule Lines menu from the
navigation panel
2. Enter search criteria and click on Search
Search panel: Enter search criteria (For e.g.: Select ‘Revised’
within Schedule Status field to search for all Revised
Schedules
Committing Firm Schedules
The schedules are initially committed when the associated PO is acknowledged. The
schedules in New status can be committed only by PO acknowledgement.
 Suppliers can also change the commit dates on schedule lines in Accepted,
Misaligned and Revised (minor) statuses
 Suppliers are required to commit against Revised (major) schedule lines
To commit a Firm Schedule:
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1. Locate the Schedule line in Revised (major) status, to be committed
2. Select a valid commit date
3. Select Accept from actions menu and click Go -> The schedule status will change to either Accepted or Misaligned,
based on commit date being different from need-by-date
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Rejecting Firm Schedules
Whenever a PO header is rejected, all associated schedule lines of that PO will be
auto rejected along with.
 At the schedule level, Supplier can reject only a Schedule line that is in Revised
(major) status.
To reject a Firm Schedule:
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1. Locate the Schedule line in Revised (major) status to be rejected
2. Select Reject from actions menu and click Go -> This will open the Reject reason page.
3. Select a Reject Reason Code and enter Reject Reason Details
4. Click on Reject button -> The schedule status will change to Rejected.
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Split Commits
Supplier has the option of entering multiple commit dates against schedule lines resulting in
splitting the schedule lines
 Split commits can be entered only on schedules with status in Accepted, Misaligned or
Revised
To split commits on a Firm Schedule:
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1. Locate a Standard Schedule line for split commits
2. Hover over arrow next to the schedule line and choose Split Commits -> This opens up the schedule details page with
the split tab
3. Enter the split information -> the sum total of the split quantities should be equal to the original line quantity
4. click on Split button
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Split Commits…continued.
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The sum total of the split quantities should be equal to the original schedule line quantity
New schedule lines will be created depending on the split information
The newly created schedule lines will have SCP status of ‘Misaligned’, as the split commit
dates will be different from the original need-by-dates.
Split Commits on Blanket PO Schedule lines:
- The newly created schedule lines with the SCP status of ‘Misaligned’, will have the Oracle
status as ‘Pending’.
- a temporary release number (for e.g.: 1.1) will be assigned to the new schedule line
- Once the ‘Pending’ lines are synchronized with Oracle, the ‘Pending’ status will change to
the status within Oracle.
Download Schedules
System let users download schedule data into CSV format (which can be opened in
Notepad or Excel)
To download Schedules:
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1. Click on Purchase Orders -> Search Purchase Orders and access Schedule search form
2. Enter your search criteria and Select Download As option CSV and click on Search button
3. System generates CSV file. Option to Save the file or Open in Excel
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Upload Commits
Commit information can be uploaded in CSV format
 Commit information can be uploaded only on schedules in Accepted, Misaligned or Revised
statuses
To upload commit:
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1. Download schedules information – Select Download as CSV, Select Download results folder and
Click on Search
2. Save the CSV file and edit the commit information
3. Click on browse button for Upload and select the edited CSV file
4. Click on Import button
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Creating and Processing
ASNs
Topics
• Understanding ASNs
• Creating ASN
• Locating ASNs
• Editing and Shipping ASN
• Cancelling an ASN
• Printing Shipping Documents
Understanding ASNs
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Suppliers are expected to send Advanced Shipment Notices (ASN) for the
schedules shipped within SCP.
ASN consists of Packages - The schedule quantities are ‘packed’ within
Packages. One pack label will be generated for each ASN.
The PO must be accepted before an ASN can be created for any PO
schedule
There are four statuses associated with ASNs in SCP.
Buyer
receives
shipments
in Oracle
SCP
OPEN
Supplier
creates
ASN in
SCP
SHIPPED
Supplier
ships ASN in
SCP
RECEIVED
CANCELLED
Supplier
cancels ASN
in SCP
Schedule Ship Status - AuthShip
The schedule ship status will change to AuthShip whenever the schedule line satisfies the
business shipping requirements and eligible to be shipped (i.e. with open quantity).
Following are the AuthShip date windows:

No ASN can be created until the schedule is in an AuthShip status.
* For GE Muskegon, this value may be set for 5 business days. For other business units, this
may be set for 10 business days
Creating ASN
ASN can be created from a schedule line that has a ship status of AuthShip ; The Net Due
column on the schedule line should have a positive quantity as well.
To create an ASN:
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1. Locate the Schedule line for creating ASN, from Purchase Orders -> Search Schedule Lines
2. Find the schedule line AuthShip status; make sure the schedule line has a Net due quantity
3. Select the schedule line , then from actions menu select Create Shipment and click Go button -> This will open the
Create Shipment window.
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Creating ASN…continued
4. Enter Quantity to Ship, Quantity per Container and Manufacture Lot Number.
You may select the Country of Origin here or fill that information later.
5. Number of packages created within the ASN will be based on the Quantity per Container entered. Click on Create
button. One pack label will be generated for each package.
6. This will close the Create Shipment window and open the Edit Shipment window – a new ASN has been created
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New ASN has been created.
Two packages are created based on the
following values:
Quantity to Ship = 4
Quantity per Container = 2
Creating ASN…continued
7. Enter all mandatory information and click on Save button to save ASN for now
Note: The packing slip
entered here will
become part of the
invoice number in
iSupplier Portal (SSS
AP)
When the ASN is
received an invoice will
be generated
automatically and
payment will be made
via electronic funds
transfer (EFT)
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Locating ASNs
A) ASNs could be located by clicking on the dashboard portlet links within the ASN tab
B) Locate Schedules from Purchasing Module search page
1. Click on Shipments and then Search Shipments menu from the navigation panel
2. Enter search criteria and click on Search
Search panel: Enter search criteria (For e.g.: Select ‘Open’ within
Status field to search for all Open ASNs
Editing and Shipping ASNs
Once ASNs are located within the search page, open the ASN to edit and ship.
To open an ASN:
1. Locate the ASN, from Shipments -> Search Shipments
2. Search and select the specific ASN
3. Hover over the arrow next to ASN and click Shipping Details -> This will open the Edit Shipment
window
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Editing and Shipping
ASNs…continued
4. Enter all mandatory fields on the Edit Shipment window
5. Click on Save button -> If all mandatory data is entered, the Print Label buttons are enabled
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Editing and Shipping
ASNs…continued
7. Print Pack Labels -> this will generate labels in PDF format (one pack label generated for each
package)
8. Print Packing Slip report -> this will generate the Packing slip report in PDF format
9. Click on Ship button -> this will change the ASN status to Shipped
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Cancelling an ASN
ASNs can be cancelled from the search results page
 When an ASN is cancelled, all associated packages are cancelled and removed from the
ASN.
 Only ASNs in Open and Shipped status can be cancelled.
To Cancel an ASN:
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1. Locate the ASN, from Shipments -> Search Shipments
2. Search and select the specific ASN
3. Select the ASN and from the actions menu, choose Cancel
4. Click Go button and click Ok to confirm -> This will change the status of the ASN to Cancelled.
All associated packages of the ASN will be cancelled as well and no actions can be taken on the ASN
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Printing shipping documents
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There are multiple ways to print Shipping documents
1. Print labels and documents from Edit Shipment page (covered earlier)
2. Print single document from the context menu option
3. Mass printing of documents
To print a single shipping document:
1. Locate the ASN you want to print documents for.
2. Hover over the arrow next to the ASN and choose the required document print option
3. The report/labels will be generated in PDF format for you to save or print
Packing List: to generate the Packing List
report in PDF format
Print Pack Labels: to generate the bar-coded
Pack Labels of the ASN in PDF format
Commercial Invoice: to generate the
Commercial Invoice in PDF format
Printing shipping documents…continued
SCP provides the option to mass generate Shipping Labels and documents (Packing Slip &
Commercial Invoice) across multiple ASNs
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To mass print a shipping document:
1. Locate the ASNs you want to print documents for.
2. Select the ASNs by clicking the checkboxes
3. Select the mass printing action from the action list and click Go button
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Demand
(Planned Schedules)
Topics
• Understanding Planned Orders/Demand
• Search Demand
• Adding Notes to Buckets
• Search Planned Schedules
Understanding Planned
Orders/Demand
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A planned schedule is an outlook of parts required in the future to complete the
manufacturing process.
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Planned schedules are not tied to purchase orders.
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Planned schedules are accessible from the Demand menu within SCP.
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The planned schedules are retrieved from Oracle (ERP) planning system and
displayed in two formats within SCP – Demand buckets and Planned Schedules.

The planned schedules displayed within the Demand module is for
informational purpose only and requires no action from the users.
Search Demand

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The bucketed demand page shows the summary of planned schedules over periodic buckets.
To locate the demand buckets:
1. Click Demand, then Search Demand from the menu.
2. Enter search criteria and click Search.
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 The demand against each item will be listed in bucketed view – 8 weekly buckets and 10 monthly
buckets, which gives a total of 1 year (rolling year) worth of demand data from Oracle MRP. The First
week shown will be the week encompassing the current data. The weekly data (8 weeks) is displayed
along with the remaining data rolled up into months.
Adding Notes to Buckets

Users may create Notes on Demand bucket rows for other users to view. Notes can be created to send
out as email message to multiple recipients.

To add a Note to a Demand bucket row:
1. Select the row/item on which Note is to be added
2. Hover over the arrow next to the Item number and choose View Notes from the context menu.
This opens up the Notes page.
3. Add a new note and click Save.
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Search Planned Orders

In addition to using dashboard’s preconfigured searches, there are two other ways to locate the
planned schedules.

To locate the Planned Schedules from Demand bucket page:
1. From the Demand search results, locate the demand row/item. Hover the arrow and from the
context menu click on View Planned Orders.
2. This will open up the Planned Orders search window; with the planned schedule lines that were
rolled up into the specific demand bucket row/item.
Search Planned Orders (Cont)

To view the details of the planned schedules from the search results:
1. Locate the planned schedule. Hover the arrow and from the context menu click on Details.
2. This will open the Planned schedule detail window

To view the details of the planned schedules from the search results:
1. Locate the planned schedule. Hover the arrow and from the context menu click on Details.
2. This will open the Planned schedule detail window
Advanced Topics
Topics
•
Schedule Commit
by Suppliers
Topics
• Schedule/Order Details
Viewing Schedule details
To view schedule details:
1. From the Results folder, hover over the arrow next to schedule line and click on View
Details
2. This will open up the order Details page
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Schedule details page
PO and Schedule main
details
Print : To print PO PDF
View attachments: to view PO
header attachments
Save: to save any field updates
Close: close the details page
PO and Schedule
additional tabular
details
Schedule details page…continued
Shipping Details tab: Contains all shipping
related information from the purchase
order, including Shipping addresses,
Freight terms etc
Billing Details tab: Contains all invoice related
information from the purchase order,
including Billing addresses, Payment terms
etc
Notes tab: This tab can be used to create
notes on schedules. The tab will also list
all existing notes
Split Line tab: This tab is used to enter split commits.
After entering the split commit information, the
Split button needs to be clicked.
Schedule details page…continued
Collaboration History: This tab audits the Schedule field value changes. The audit provides information of what was
changed, the change date/time and the user who made the change
Following are the only fields that will be audited: Schedule quantity, Commit date, Price, Item revisions, PO Terms, Ship To
location, Need By date, DPAS Code, Project task
Receipt History: This tab will keep track of all receipt information happened in Oracle against the schedule line.
Creating and Processing
ASNs
Topics
• International ASNs
• Drop-ship ASNs
• Adding Schedules to ASN
Adding schedules to ASN
Schedules with ship status of AuthShip and due quantities, can be added to existing
ASNs.
 To add schedules to an existing ASN, the ASN needs to be in Open or Shipped status
 The schedules should have the same Ship To and Ship From address as the existing ASN
To add schedule to an ASN:

1. Locate the Schedule line for creating ASN, from Purchase Orders -> Search Schedule Lines
2. Find the schedule line AuthShip status; make sure the schedule line has a Net due quantity
3. Select the schedule line , then from actions menu select Add to Shipment and click Go button -> This will open the
Add to Shipment window.
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Adding Schedules to
ASN…continued
4. On the Add to Shipment window, enter the ASN/Shipment number to which the schedule will be
added
5. Enter the Quantity to Ship, Quantity Per Container, MFR Lot Number and Country of Origin. Click
on Add button
6. This will close the Add to Shipment window and open the Edit Shipment window, with the new
schedule added to the ASN
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The schedule was added to the existing ASN as
one package (#2930), as per the following
data entry:
Quantity to Ship = 1
Quantity per Container = 1
Adding Schedules to ASN…continued
7. Click on Save button to save ASN for now
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International ASNs
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Any ASN with a Ship From Country different from the Ship To Country is considered as
an International ASN.
Commercial Invoice document is required for all International ASNs
The Commercial Invoice Detail fields are automatically enabled and required on the Edit
Shipment page of an International ASN
Supplier is required to generate the Commercial Invoice report and ship along with the
International shipment
Commercial Invoice Details section is enabled on
an International ASN. The fields marked * are
mandatory to ship this ASN.
The Print PDF button is also enabled. This will
generate the Commercial Invoice in PDF format,
which can be printed or saved .
Understanding (Unplanned) Drop-ships


Shipments can be created by a supplier and drop shipped to another supplier or warehouse
as per GE requirement.
The Drop-ship indicator is captured on the Edit Shipment page during ASN creation or
editing
Drop ship
Scenario - 1
Drop Ship
Scenario - 2
Supplier-A
creates Drop
Ship ASN
Supplier-A
creates Drop
Ship ASN
Drop ship to a
SCP Supplier
(Supplier-B)
Drop ship to a
non-SCP Supplier
(Supplier-C)
Supplier-A Ships
ASN
Supplier-A Ships
ASN
Supplier-B gets
access to ASN
Buyer updates
Drop Ship
Receipt Date on
ASN & Save
Supplier-B
updates Drop
Ship Receipt Date
on ASN & Save
Drop-ship ASNs…continued
To indicate (unplanned) drop-ship ASN:
1. Edit an ASN in Open status
2. Check the Drop Ship radio button to ‘Yes’ -> this will enable the ‘Drop Ship fields’. You may select a
SCP supplier as the drop-ship supplier (if you don’t select a SCP supplier, it is assumed that buyer will
update the Drop ship receipt date)
3. Click Save button -> this will make the ASN available for the drop ship supplier to access within SCP;
the Drop ship Receipt Date field will be enabled for the drop-ship supplier to update
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Supplier Part Maintenance
Topics
• Supplier Part Maintenance
• Updating Supplier Part Information
• Download Supplier Part Information
• Upload Supplier Part Information
Supplier Part Maintenance


Suppliers can maintain their parts within SCP for on-hand quantity and lead
times.
All transactions, including POs, Schedules, ASNs etc can be searched using
supplier part numbers as long as the data is configured within SCP.
To locate Supplier Parts:
1. Click on Supplier Part Numbers menu from the navigation panel
2. Enter search criteria and click on Search
Search panel: Enter search criteria (For e.g.: Enter Supplier Part
Number and search for a specific supplier part number
Updating Supplier Part Information
To edit details on Supplier parts:
1. Locate the Supplier part
2. Edit the details on the record. Fields edited-> On hand quantity, Mfg Lead Time, Mat
Lead Time, Part number and Part description
3. Then select Save from the actions menu and click Go button
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Download Supplier Part Information
System let users download the supplier part information in CSV format (which can
be opened in Notepad or Excel files)
To download Supplier Part information:

1. Click on Supplier Part Numbers menu from the navigation panel
2. Enter search criteria and select ‘CSV’ from Download As list
3. Select Download from the Results Folder
4. Click on Search -> this will generate the CSV file and give you the option of save or open in Excel
5. Click Open button to open in Excel
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Upload Supplier Part Information



System let users upload the supplier part information in CSV format, avoiding data entry on the
form
This feature is useful if the supplier has lot of data and need to use tools like Excel for easy
edits.
You may use the downloaded file to make your edits and upload back
To upload Supplier Part information:
1. Click on Supplier Part Numbers menu from the navigation panel
2. Click on Browse button to select the CSV file to upload
3. Select the CSV file
4. Click on Import button- > this will update the records in the system. If there are errors in the file, no updates
will be made. You will have to correct the file and re-import
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System Navigation &
Personalization
Topics
• Search and Results folders
• Saved Searches
• Personalizing user dashboard
Search and Results Folders

Search Panel
Save Icon
Delete Icon
Edit Icon
Options Icon
Share Saved
Search Icon

Results Panel
Context Menu
Action List
Check box
Creating Search Folders
The search folders define the layout of the Search panel and let you personalize the
Search panel.
To create a personal Search Folder:

1. Start from any of the Search folders. For e.g.: PO search folder
2. Click on the Edit User Folders icon -> This will open up folder Details form
3. Select fields from ‘Available fields’ list and move to ‘Selected Fields’ list or remove fields the other way. The fields
within ‘Selected Fields’ list will be the ones included in your personal folder
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Select field and
click Add button
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Creating Search Folders…continued

Creating Search folders…continued
4. Once you have finalized on the list of fields, enter a Personal folder name. For e.g.: MySearchFolder
5. Click Save -> this will close the Folder details window and your personal folder will be created. Note:
The new folder will be appended with your user name
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The New personal folder
is displayed in the
Search Folder list->
The layout of the
search panel has
been changed with
the updated fields.
Creating Results Folders
The results folder define the layout of the Results panel and let you personalize the results
panel.
To create a personal Results Folder:

1. Start from any of the Result folders. For e.g.: PO results folder
2. Click on the Edit User Folders icon -> This will open up folder Details form
3. Select fields from ‘Available fields’ list and move to ‘Selected Fields’ list or remove fields the other way. The fields
within ‘Selected Fields’ list will be the ones included in your personal results folder. Enter a personal folder name
4. Click Save button -> -> this will close the Folder details window and your personal folder will be created. Note: The
new folder will be appended with your user name
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Editing Folders

Both Search and Results personal folders can be edited.
To edit an existing personal Folder:
1. Select the appropriate personal folder from the list (Search or Results Folder)
2. Click on the Edit User Folders icon -> This will open up folder Details form
3. Edit the fields and Click Save button -> this will close the Folder details window and your personal folder will be
modified
To delete an existing personal folder:
4. Select the appropriate personal folder from the list and click on the Delete icon
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Understanding Saved Searches

Saved searches enable you to save the search criteria along with your
personal folders for later use.
Saved Search
Controls
Saved Search List: List of existing Saved Searches
 Save icon: To create a new Saved Search
 Delete icon: To delete the current Saved Search
 Options icon: Options to set the default Saved Search and number of rows in results
folder
 Share Saved Search icon: To share your Saved Search with other users

Creating Saved Search
To create a saved search:
1. On the search folder, enter your search criteria
2. Click on the Save icon
3. Enter the saved search name and click OK
4. The new saved search appear in the List. Whenever that saved search is selected, the search
criteria automatically gets populated in the fields. Also, the personal folders will be selected
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Setting default Saved Search
To set the personal saved search as your default on the search page:
1. On the search folder click on the Options icon
2. Within the Configure Page Options, select the Saved Search, max results per page and click Save
button
3. Click Close button
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Sharing Saved Search
To share your personal saved searches with other users in the system:
1. On the search folder click on the Share Saved Search icon
2. Within the Share window, select the Saved Search from the list
3. Select the users from the list and click on Share button
4. Click Save button
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Personalizing User dashboard
Saved Searches can be added as dashboard portlet items as part of personalization.
To add a saved search to user dashboard:

1. Access the user dashboard
2. Hover over the Purchase Order Summary portlet and click on preferences option.
3. Select the newly created Saved Search (e.g.: Smith’s POs) ; Click the right arrow to move the Saved Search on to the
right side and Click on Save button
4 The dashboard will be refreshed with the portlet having the new Saved Search item
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Reports & Email Notifications
Topics
• SCP On-demand Reports
• Email Notifications
• User email preferences
SCP On-demand Reports

There are several reports configured within SCP

Certain reports are accessible only for GE users, whereas others are accessible for
Buyers and Suppliers.

The reports can be generated in two formats: CSV (Excel) and PDF

Following are the available reports:
Accessible only for GE Users:







Commit to Shipment Comparison Report
Shipment to Receipt Comparison Report
Supplier Performance Summary Report
Supplier Performance Detail Report
Supplier Stability Report
Premium Transportation Usage Report
Supplier Response Time Report
Accessible for GE Users and Suppliers:





Supplier Delinquency Report
Schedule Shipment Past Due Report
Schedule Misaligned Report
Consolidated Firm & Planned Schedules Report
PO Audit History Report
SCP On-demand Reports…continued
To run an On-demand report:
1. Click Other and then On-demand Reports from the Navigation panel
2. From the Report Name list, select the report you want to execute and the output format of the report
3. Click Ok button - > This will display the parameter fields on the report (displayed here is a sample report)
4. Enter the parameter values and click Ok button
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SCP Email Notifications

There are four email notifications configured within SCP

Users has the option to choose the type of email notifications and at what schedule –
Immediate, Daily or Weekly

Following are the available user notifications:




New PO Summary Notification – only for Suppliers
Rejected PO Summary Notification – only for Buyers
Revised-Major Schedule Summary Notification – only for Suppliers
Rejected Schedule Summary Notification - only for Buyers
SCP Email Notifications…continued
To configure email notifications:
1. Click on Other and then Preferences -> this will open the User preferences page
2. Supplier user will have access only to Supplier tab and Buyer user will have access only to Buyer tab
3. Select the report and the schedule of the report (Immediate, Daily or Weekly) and then click Save
button
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