Transcript Project Penny

C-TPAT Phase 3 – Factory Enhancements
Kickoff Meeting
June 03, 2013
Vendor Portal Team
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Agenda
1. Team Introduction
2. Objective of the Project
3. Timelines , Milestones and Deliverables
4. Proposed Process Flow
5. Key Screen Shots to Explain the Requirements
6. Questions
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Team Introduction
Role
Name
Business Owner
David Brandt
Custom Compliance Manager
Paul Sherman
Project Manager for the project
Tara Dunn
IT Program Manager for the
project
Ora Yelvington
Project Development Team
Sankar Kundu
Jitender Arora
TCS Offshore Team
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Objective
Objective
To enhance vendor setup process in order to get the C-TPAT information of the
vendor at factory level.
Features
1.
2.
3.
4.
5.
Vendor Representative will provide the list of factories and the contact details
for each factory during the new vendor setup process
If Vendor does not have C-TPAT valid certification number, system will send
the C-TPAT links to factory contacts to capture the C-TPAT details..
System will send the C-TPAT links to factory contacts to capture the C-TPAT
details. There should be a mechanism to capture the CPAT details of the
factories without creating the authenticator id for the factory contacts.
Factory representatives will be able to provide C-TPAT information for their
respective factories.
Custom Compliance group will be able to have a consolidated view of the CTPAT details status of the vendor provided at the factory level. There should be
a mechanism to follow-up on C-TPAT information for each factory.
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Overview continued…
6.
There will be a functionality for the vendor to track the CTPAT status details of
individual factory. Vendor will be having READ ONLY access to factories CTPAT.
7. Vendor will communicate with the factory contacts using their own
communication channels.
8. Custom Compliance group should be follow up with factory contacts to have
the CTPAT details filled .
9. Appropriate notifications will be sent to Factory representatives
10. Vendor details reports and exception reports will be enhanced to have the
CTPAT information details.
11. There will be a mechanism to show factories for which Purchase Orders (PO)
have been issued. Suggestions are required to provide filter criteria to narrow
down such factories in all possible locations/screens.
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Timelines and Milestone Dates
Deliverables
5
Process Flow
Vendor
Representative
Vendor submits
preliminary info
Factory
Representative
CM
Vendor
has
SVI#?
Vendor provides factory Information and
factory contact for each factory as part of
detail info
Factory Rep provides C-TPAT at
factory level
CM queue is updated with
C-TPAT approval status
of the vendor
CM approves
the vendor
Yes
No
CCG reviews the status of C-TPAT info
of each factory and have the capability to
approve/reject the C-TPAT details of
vendor
Custom
Compliance
Vendor is removed
from CCG queue
C-TPAT status of vendor
updates based on CCG
action
Email sent to
Factory Contact to
provide C-TPAT Info
Vendor is
available in
CCG queue
System
Sends one-time email to all existing vendors
to provide factory contact details and C-TPAT
information
MSR
Vendor appears in MSR
queue with C-TPAT status
MSR approves the vendor
Sends regular reminders to Factory Rep to
provide C-TPAT details in case of rejection , or
if it is pending for more information or if it is
not yet filled
Vendor Provides Factory Details
•
Vendor provides the factory information and contact details for each factory
•
System sends an email notification with the CTPAT questionnaire link and pass code.
•
Factory representative will be using this link to login and answer the CTPAT questionnaire.
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Vendor Provides Factory Details - Factory Information
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Vendor provides the factory information for a factory for adding a new factory.
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Vendor Provides Factory Details – Factory Contact Details
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Vendor provides the factory contact information for each factory added.
•
Email will be sent to the factory contact email to fill the CTPAT details.
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Email Notification Sent to Factory Contact
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Factory contact receives an email notification to provide the CTPAT detail
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Application link and passcode to access the application is provided in the email
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Factory Representative Accesses the CTPAT link
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Factory Rep clicks on the link provided in the email
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Key in the passcode details and continue to fill the CPAT questionnaire
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If the Factory Rep does not provide the correct passcode, the system will not allow the user to
access the application
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Factory Rep Filling the CTPAT Questionnaire
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Factory representative answers the CTPAT questionnaire.
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CTPAT questionnaire can be partially saved or can be submitted. Factory representative will not be
able to change the answers once submitted.
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Vendor View – CTPAT Status of Each Factory
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Vendor will be able to view the CTPAT questionnaire completion status and the approval
status
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There will be summary view and the detailed view of CTPAT details of the factory.
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Vendor Detailed View - CTPAT Questionnaire Provided by Factory Contact
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Vendor can view the CTPAT questionnaire filled by factory representative in read only mode.
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Vendor will have to select a factory on the summary screen to see the questionnaire details
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CCG View – Consolidated View of CTPAT Questionnaire of Factories
•
Custom Compliance manager will be able to see the consolidated and the detailed view of the
CTPAT questionnaire submitted by Factory Rep
•
User will have to click on the factory name/factory id link to see the CTPAT details.
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CCG View – Reviewing CTPAT Details and Follow-up
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Custom compliance group can view the details of questionnaire filled by Factory Rep and ask for
clarification of any of the questions from the Factory Rep
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CCG View – Reviewing CTPAT Details and Follow-up continued…
•
Custom compliance group can follow-up on one or more questions by providing the comments in
the text box provided in the screenshot below.
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Factory Rep replying to questions raised by Custom Compliance Group
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Follow-up question will be editable and highlighted for the Factory Rep
•
Factory Rep can reply to follow-up and change the answer to follow-up questions.
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Once the Factory Rep provide answers to the questions raised by custom compliance group, the
question will become none-editable .
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Follow-up Details
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Factory representative and custom compliance group can see all the communication for each
question.
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CCG – Approving /Rejecting the CTPAT details for factory
•
Custom compliance group can approve/reject the CTPAT details provided by the factory contact.
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On approving/rejecting the vendor CTPAT status will be updated in CM and MSR queue.
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Enhance Exception Reports
•
Exception Report Screen will be enhanced to add factory name and CTPAT status for that
particular factory.
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Vendor - Factory - Item - PO Relationship
•
A functionality will be provided to show the factory details , associated Purchase order details
and the CTPAT status of the factories.
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Questions
1.
If Factory does not provide response to C-TPAT questionnaire in X (30)
number of days, does the system need to automatically reject the vendor?
2.
Can CM approve / reject the vendor even if C-TPAT information for all the
factories is not provided?
If status of at least one factory is rejected, does the vendor case is to be
considered as rejected?
Will the vendor be allowed to submit the detailed information to Walgreens
even if C-TPAT information for all the factories is not provided by respective
factory representatives?
When MSR sets-up an import vendor, MSR will not provide CTPAT
questionnaire on behalf of Factories . MSR may or may not provide the factory
information of the vendor. If MSR provides the factory information, does the
factory contact need to be notified to provide CTPAT details once the vendor is
approved.
3.
4.
5.
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