IBM SCPM Solution Overview : IBM SCPM Solution Overview November 28, 2007
Course Objectives : Course Objectives After completing this course, you should be able to:
Describe the IBM SCPM Solution
Explain how to login and navigate the SCPM system
Describe how to execute forecast and replenishment procedures
Explain how to get help
Course Structure : Course Structure The course content is organized into topics
Most topics have three sections:
Lecture – the instructor explains the new business processes and procedures
Demonstration – the instructor shows you how to execute the new procedures on the system
Exercise – you practice executing the new procedures on the system
SCPM Solution Overview : SCPM Solution Overview
E2open Profile : E2open Profile Business: Provider of software on demand for Multi-Company Process Management
Structure: Privately-held company supported by these investors, advisors, and strategic members
Locations: USA (Redwood City, Dallas, Austin)
Japan, Korea, Kuala Lumpur,
Singapore, Taiwan
Contact: www.e2open.com information@e2open.com
IBM will adopt E2open software to boost performance of its manufacturing supply chain : IBM will adopt E2open software to boost performance of its manufacturing supply chain IBM’s hardware supply chain is global with a complex set of interrelationships
The suppliers who participate here represent over $28B of IBM hardware revenue
This network requires information rapidly and across many levels
True supply chain integration has been inhibited by point-to-point solutions
Customized, proprietary solutions drive up supply-chain costs
Point–to–point connections constrain access to needed information
IBM suppliers struggle with the complexity
Industry standard solutions are needed to help the supply chain reduce both cost and complexity
E2open is driving these industry standards
IBM selected E2open, because it meets IBM’s operational requirements
Advanced multi-tier capabilities
Packaged application as a common industry platform
Evolution path for additional processes
Lower total cost of ownership
E2open software will give IBM greater visibility into its suppliers’ inventory and supply operations : E2open software will give IBM greater visibility into its suppliers’ inventory and supply operations Supply Assurance Management
Multi-tier Visibility
Replenishment triggers
Server-to-server Connectivity
Any to Any Translation Tier II Tier III Tier I Materials Management
E2open will be used to execute forecast, commitment and replenishment transactions between IBM and key production suppliers. Multi-tier Integration
E2open will provide data visibility, alerts and reports on events through IBM’s multi-tier supply chain.
E2open’s Proven Experience : E2open’s Proven Experience SCC Transactions process by E2open ………....Over 3 million transactions
………….Over 300 million line items Sample E2open SCC Customers Trading Partners using E2open’s SCC solution ……..…..Over 2500 End Users using E2open’s SCC solution ……..…..Over 17,000 Geographies North America – Europe – China – Japan – Korea – Singapore – Taiwan – Philippines – Thailand - Malaysia
Solution Scope : Six IBM Divisions (37 Plant Manufacturing lines):
18 Subgeos: ANZ, APJ, APK, ASEAN, ASN, EMEA, HK, IND,
INDIA, PLO, PRC, RPA, RPC, RPE, RPL, TW, US
10 RSC Hubs, 333 Suppliers
Three Business Processes:
Demand
Forecast
Replenishment Solution Scope
Supply Chain Process Manager (SCPM) : Supply Chain Process Manager (SCPM) Overview
Workflow to manage IBM demand/supply planning and execution processes
Visibility to transactions between IBM sites, suppliers, and the JIT hubs
Features
User workspace: news and notes, alerts, summary of RSC stock, forecasts and commits
View exception data such as supply/demand mismatches, and send alerts
Weekly and monthly views
Drill down into detailed data views
Audit trails and history
Allows IBM and its partners to:
Proactively identify and manage exceptions
Manage to actual supply chain execution information
Improve accuracy of signals through a 2-way closed-looped process
Improve overall partner performance and accountability
Reduce time to identify and notify of changes
Getting Started : Getting Started
System Requirements : System Requirements Hardware
OS - Windows 2000 or Windows XP
CPU - 450MHz Pentium III
RAM - minimum 128MB
Network Bandwidth
56Kbps minimum
256Kbps recommended
Software
Microsoft IE 5.5 SP 2 or 6.0 SP 1
To verify your browser version, choose Help -> About Internet Explorer
Adobe Acrobat Reader 4.0 or higher to view and print PDF training documents
“Pop-up blocker” software off
Note: Pop-up blocker software may affect certain operations, so on those occasions, press either the Alt key or Ctrl key when clicking a link.
Registration and Access : Registration and Access You should automatically receive your user ID and password via email
If you do not receive them, contact:
BPO = Business Process Owner
SCPM Access Permissions : SCPM Access Permissions Your SCPM Administrator uses Role Groups and Org Accesses to determine what data you can access:
Role Groups
Define the type of data you can access and your ability to display or change the data
For example, the IBM Viewer Role Group permits you to display Forecast data while the Procurement Role Group permits you display and change the data
Org Accesses
Combine a Role Group with a Manufacturing Line, Supplier, and RSC Provider to define the collaborations available to you
For example IBM Viewer Role Group permissions for the collaborations that include Manufacturing Line HG11, Supplier 20040 and RSC Provider
SCPM Access Permissions : SCPM Access Permissions The IBM SCPM Role Groups are:
Viewer
Procurement
Execution
OCM
OCM Risk
Site Super User
DRS Approver
Admin Level 1
B2B I
The External SCPM Role Groups are:
Supplier Viewer
Supplier General
Provider Execution
Supplier Shipping
External Admin
IBM SCPM Basic Navigation : IBM SCPM Basic Navigation November 28, 2007
SCPM Basic Navigation : SCPM Basic Navigation
Logging In to the System : Logging In to the System To login to the system:
To access the Login page, in your web browser’s Address box type the IBM E2open URL:
https://www.e2open.com
At the Login page, type your user ID (A) and password (B) and click the Login button (C) to access the ‘Select an Application’ page A C B
Selecting an Application : Selecting an Application From the Select an Application page, you can:
Access the IBM SCPM system
Change your password B Supply Chain Process Manager for IBM A
Changing Your Password : Changing Your Password The system will prompt you to change your password:
The first time you login
Every 90 days
If you select Forgot Your Password? from the Login page
If you select Change Password from the Select an Application page
To change your password:
Type your old password in the Input old password box (A).
Following the Password Rules (B), type your new password in the Input new password box (C).
Re-type you new password in the Confirm new password box (D).
Click the Change Password button (E). A B C D E
Basic Navigation : Basic Navigation The system display is divided into three sections:
3. Page Display 1. Header 2. Navigation
Tree
Header : Header The Header displays your User ID and Role you are using:
In addition, from the Header you can:
Logout
Bookmark an SCPM page
Access Help docs (including the training materials)
User ID Org Access
Navigation Tree : Navigation Tree You conduct most of your navigation of the system via the Navigation Tree:
From any page, you can click Home to return to your SCPM Home page
You click My Workspace to access the My Workspace page where you can view a summary of your news, issues and alerts
Depending on your role in the system, you have access to various sub-trees A B C
My Workspace Page : My Workspace Page My Workspace allows you to create your own “dashboard” for easy access to E2open exceptions and workflows Refresh Icon My Workspace Link Information Alerts Problems Summaries by State
My Workspace Page : My Workspace Page My Workspace allows you to create your own custom “dashboard” for easy monitoring of E2open activities Update Preferences Customize View
Navigation Tree : Navigation Tree A B C D E F G H The sub-trees provide access to functionality:
Issues – access a summary of your exception alerts in the system
Alerts – access the results of manual flat-file uploads and downloads, to and from the system
Supply Collaboration – access the Multi Collab View (MCV) page and related functions for your collaborations and set your system user preferences
Upload/Download – execute manual flat-file uploads and download of system data and trigger B2B and S2S data downloads
My Profile – change your home page and org access
Orders – access Orders and related functions
Advance Ship Notices – access ASNs and related functions
Receipts – access Receipts and related functions
Changing First Page : Changing First Page From the Navigation Tree, click [+] to expand the My Profile tree.
Click the Change First Page link to access the Change First Page page.
From the First Page menu, choose the page name you want to select.
Click the Update button to save your change. You can choose the page the system displays when you first login or click Home (A) from the Navigation Tree A 1 2 3
Changing Your Role : Changing Your Role To change your role:
From the Navigation Tree, click [+] to expand the My Profile tree.
Click the Change Org Access link to access the Org Access Selection page.
Click the Org Access Name you want to use to prompt the system to change you to that access role and return to the Welcome page. 3 1 2
Updating Your User Preferences : Updating Your User Preferences You can update your user preferences by following the menu path: Supply Collaboration Utilities User Preferences
Updating Your User Preferences : Updating Your User Preferences To update your user preferences, at the User Preference page:
Enter your new settings.
Click the Update button. Subscribe to email alerts Select default MCV tab Display data measure Last Modified Date on MCV page Select MCV page timeline Default Display Hierarchy
User
Site
System 2
SCPM Other Navigation Features : SCPM Other Navigation Features
Navigation Path : Navigation Path 2. Navigation
History Path 1. Show/Hide
Navigation Tree Show/Hide Navigation Tree
Use it to expand and contract the Page Display Area
Navigation History Path
Use it instead of your browser’s Back button
As you navigate the system, it displays your navigation history as a selectable pathway
You can click on any page name in the pathway to immediately display that page There are two other useful navigation features:
Working with Lists : As you navigate SCPM, the system presents you with opportunities to select collaborations and documents from lists:
The following tips will make your list navigation more effective:
To select all the items in a list, click the Select All checkbox.
To switch between Ascending and Descending sort order for a column, click the Sort Order icon.
To change the column display and their sort order, click the Table Configurator icon.
For a list of more than 25 items, use the Next Page and Previous Page buttons to navigate the list. Working with Lists A C D B
Help : Help In the Header click Help
In the Help window header, click the desired item name
Note: Help files are presented in PDF format requiring Adobe Acrobat Reader 1 2
Commonly Used Icons : Commonly Used Icons Table Configurator – accesses the Table Configurator dialog box where you can select Material Master data fields to display and their sort order
Show/Hide Table Columns – drag-and-drop feature that expands and contracts the Collab Attribute data columns on the MCV page
Sort Order – indicates the sort order of a series of columns in a table. Clicking the icon selects between ascending and descending display for the column
Calendar – accesses a pop-up calendar for quickly selecting a date to add to search or filter function
Refresh – prompts the system to refresh page data (use after you designate new display parameters or if you want to see if there is new data)
Collab Details – displays a menu of collaboration related workflows, including Collab Attributes, you can select to view from the MCV page
Commonly Used Icons : Commonly Used Icons Data Measure Selector – accesses the Data Measure Selector dialog box where you can configure the data measures the MCV page displays
View All Collaborations for Object – used when drilling-down to MCV page
Export – the data on the page to a local drive in tab delimited text format
Filter – accesses the Multi Collab Filter, which you can apply to the data on the page
View Chart – accesses the MCV Detail Chart View page where you can select data from the MCV page to view in a chart
Reset – allows you to reset a Filter on the Multi Collab Filter page
IBM SCPM Collaborations : IBM SCPM Collaborations November 28, 2007
What is a Collaboration : What is a Collaboration
Collaborations : Collaborations SCPM organizes Material Master data into collaborations:
Collaboration Dimensions - A Supply Path described by a unique combination of: Customer--Site--Customer Item--Supplier Item—Supplier
Collab Attribute – attached to a collab, it represents supporting Material Master data that relates to the Collaboration
Site Attribute – attached to the site, it represents supporting data that relates to the Site Customer Site Item Supplier IBM
Man
Line Sup.
No. Sup. Mat. No. Material No. IBM SCPM Collab Dimensions
Multi Collab View (MCV) Page : Multi Collab View (MCV) Page At the Multi Collab View (MCV) page, SCPM presents the data by collaboration
You can view a time-bucketed view of data contained in SCPM
You can access data and functions related to the collaboration
Accessing Collaborations : Accessing Collaborations There are several methods you can use to access collaborations:
Problem Summary
Drill-Down
Search
Filter
Bookmark
1. Accessing Problem Collaborations : 1. Accessing Problem Collaborations
Accessing the Problem Detail Page : Accessing the Problem Detail Page From the Navigation Tree, click [+] left of Issues to expand the tree.
From the Issues Tree, click Problems Filter to access the Problem Summary page.
Click a Problem Name to view the problem collaborations on the Problem Detail page.
Note: The system only displays problem counts when there is at least one problem.
At the Problem Detail page click the checkboxes for the collaborations you want to view.
Click the Multi Collab button to access the MCV page for the collaborations. 1 2 3 5 4
Multi Collab View (MCV) Page : Multi Collab View (MCV) Page At the Multi Collab View (MCV) page, SCPM presents the data by collaboration
You can view a time-bucketed view of data contained in SCPM
You can access data and functions related to the collaboration
2. Drill-down to Collaborations : 2. Drill-down to Collaborations
Drilling Down to Collaborations : Drilling Down to Collaborations Drilling-down permits you to access a collab by selecting its collab dimensions
Follow the path Supply Collaborations Collaborations Supplier-Material No.-Mfg. Line to access the Item List.
Note: You may have several of these pre-defined filters to choose from.
Drilling Down to Collaborations : Drilling Down to Collaborations Click the desired Item to display the MCV page for the collaboration. Filter Tip:
You can limit the number of Objects listed by entering criteria in the Filter Criteria box and clicking the Filter button. 1
Multi Collab View (MCV) Page : Multi Collab View (MCV) Page At the Multi Collab View (MCV) page, SCPM presents the data by collaboration
You can view a time-bucketed view of data contained in SCPM
You can access data and functions related to the collaboration
3. Search for Collaborations : 3. Search for Collaborations
Searching for Collaborations : Searching for Collaborations Follow the path Supply Collaboration Collaborations Search to access the Collaboration Search page. Search Notes:
Search boxes are NOT case sensitive.
Use the “*” symbol as a wildcard. For example entering “*12*” in the Material No. box searches for materials that have “12” in the number.
Enter multiple items separated by semi-colons.
Click the Save button to enter to save your search criteria.
Apply saved search criteria by selecting the saved criteria from the drop-down menu and clicking the Apply button. A D E B C D Enter the search criteria.
Click the Search button to locate the collaborations. 2 1
Searching for Collaborations : Searching for Collaborations Click the checkboxes for the collaborations you want to view.
Click the View button to access the collaborations.
Note: If there is only one collaboration available, the system skips this step and immediately provides a view of the collaboration. 3 4
Multi Collab View (MCV) Page : Multi Collab View (MCV) Page At the Multi Collab View (MCV) page, SCPM presents the data by collaboration
You can view a time-bucketed view of data contained in SCPM
You can access data and functions related to the collaboration
4. Filtering for Collaborations : 4. Filtering for Collaborations
Accessing a Multi-Collaboration Filter : Accessing a Multi-Collaboration Filter From the Navigation tree, click [+] left of Supply Collaboration to expand the tree.
From the Supply Collaboration tree, click [+] left of Collaborations to expand the tree.
From the Collaborations tree, click Multi-Collaboration Filter to access it. 1 2 3
Multi-Collaboration Filter Page : Multi-Collaboration Filter Page Parameter
Selector Next
Button Parameter
List Add
Button Search Box Save
Button Filter
Display You select from the Filter Parameters starting from the top and working down. Choices made for each item will affect the list of options for each item below it.
As you work your way down, the choices are displayed in the Filter Builder A B
Using the Multi Collaboration Filter : Using the Multi Collaboration Filter Click the checkboxes for the line items you want to add to the Filter.
Click the Add button to add the selected line items to the Filter Builder box (A).
Click the [>] yellow icon to the right of the next parameter down, then repeat Steps 1-2 until your Filter Builder is complete. 1 3 A A 2
Filtering by Description from the Listing tab : Filtering by Description from the Listing tab A. Search Results B. Click Next Page if needed Enter Description for the selected filter parameter
Click the Refresh button
Click all desired checkboxes, using the Next Page button (B) if needed
Click the Add button
When using the Filtering by Description feature from the Listing tab, you must use the Add button to add search results to the Filter Builder. Do not use the Add All button or it will add all of the items instead of the search results (A). 1 3 2 4
Filtering by Description from the Filters tab : Filtering by Description from the Filters tab Click the Filters tab
Enter Description for the selected filter parameter
Click the Add button
Using the Filtering by Description feature from the Filters tab allows you to add multiple search results pages to the Filter Builder with one click by clicking the Add button. 1 2 3
Saving and Applying Filter : Saving and Applying Filter Click the Save Button to Save your choices as a pre-defined filter
In the Filter Criteria dialog box, enter a name for your filter.
Click the Save button to save your filter.
Click the Close button.
Now, each time the Confirmation Manager enters Collaboration Filter View, you may select this pre-defined filter and then click the Apply button. 5 4 2 3 1
Filtered Search : Filtered Search When you have completed all your selections and the Filter Builder (A) is complete, click the Next button. 4 A
Selecting and Viewing Filtered Collabs : Selecting and Viewing Filtered Collabs Click the checkboxes for the collaborations you want to view.
Click the View button to access the collaborations.
Note: If there is only one collaboration available, the system skips this step and immediately provides a view of the collaboration. 5 6
Multi Collab View (MCV) Page : Multi Collab View (MCV) Page At the Multi Collab View (MCV) page, SCPM presents the data by collaboration
You can view a time-bucketed view of data contained in SCPM
You can access data and functions related to the collaboration
5. Bookmark Collaborations : 5. Bookmark Collaborations
Creating a Bookmark : Creating a Bookmark A. You can bookmark an MCV page by clicking the Bookmark link. A
Creating a Bookmark : Creating a Bookmark At the Multi Collaboration View page, click Bookmark to access the Bookmark dialog box.
In the Criteria column, click the Collaborations or Filter Selections option button, where:
Collaborations – saves the collaborations you selected to view on the page
Filter Selections – saves the filter criteria you defined
Note: If you get an error on the page, “URL size exceeds bookmark limit”, when saving ‘Collaborations’, it means that the data that you are book-marking is too large. The alternative is to bookmark ‘Filter Selections’.
In the Date Range Column, click the Relative Date Range or Absolute Date Range option button, where:
Absolute - retains the date range you selected to view on the page
Relative – uses your default start date and end date
Click the OK button to save your bookmark. 1 2 3 4 i ii i ii
Accessing a Bookmarked Page : Accessing a Bookmarked Page From your Bookmark menu, click the bookmark you created to access the Login page.
At the Login page:
In the User ID box, enter the user name provided to you.
In the Password box, enter the password provided to you.
Click the Login button to access the bookmarked page. 1 2
Emailing a Bookmark : Emailing a Bookmark From your browser’s Toolbar, click Favorites to access the Favorites drop-down menu.
From the drop-down menu, right-click your saved bookmark to access the Options dialog box.
From the Options dialog box, click Properties to access the Bookmark’s Properties dialog box.
From the Bookmark’s Properties dialog box, copy the bookmark URL.
Open your email client, paste the URL and send it to another user of the system.
Note: The system will prompt the recipients of your email to enter their ID and Password before displaying the bookmarked page. 1 2 3 4