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IBM SCPM Solution Overview

This course provides an overview of the IBM SCPM Solution, including login and navigation, forecast and replenishment procedures, and how to get help. Learn the course objectives and structure.

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IBM SCPM Solution Overview

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  1. IBM SCPM Solution Overview January 2, 2020

  2. 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

  3. 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

  4. SCPM Solution Overview

  5. 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

  6. 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

  7. E2open software will give IBM greater visibility into its suppliers’ inventory and supply operations Multi-tier Integration E2open will provide data visibility, alerts and reports on events through IBM’s multi-tier supply chain. • Supply Assurance Management • Multi-tier Visibility • Replenishment triggers • Server-to-server Connectivity • Any to Any Translation Tier I Tier III Tier II Materials Management E2open will be used to execute forecast, commitment and replenishment transactions between IBM and key production suppliers.

  8. E2open’s Proven Experience Sample E2open SCC Customers Trading Partners using E2open’s SCC solution ……..…..Over 2500 End Users using E2open’s SCC solution ……..…..Over 17,000 SCC Transactions process by E2open ………....Over 3 million transactions ………….Over 300 million line items Geographies North America – Europe – China – Japan – Korea – Singapore – Taiwan – Philippines – Thailand - Malaysia

  9. MD PCD ITS SG PSD SSG 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

  10. 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

  11. Getting Started

  12. 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. System Requirements

  13. 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

  14. 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

  15. 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

  16. IBM SCPM Basic Navigation January 2, 2020

  17. SCPM Basic Navigation

  18. 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 B C

  19. 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

  20. 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 C D E B

  21. The system display is divided into three sections: Basic Navigation 1. Header 2. Navigation Tree 3. Page Display

  22. 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) A C B Header User ID Org Access

  23. 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

  24. 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 Problems Information Alerts Summaries by State

  25. My Workspace Page • My Workspace allows you to create your own custom “dashboard” for easy monitoring of E2open activities Customize View Update Preferences

  26. Navigation Tree • 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 A B C D E F G H

  27. 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 2 3 1

  28. Changing Your Role 1 3 2 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.

  29. Updating Your User Preferences • You can update your user preferences by following the menu path: Supply Collaboration  Utilities  User Preferences

  30. Updating Your User Preferences Select MCV page timeline • To update your user preferences, at the User Preference page: • Enter your new settings. • Click the Update button. Display data measure Last Modified Date on MCV page Select default MCV tab Subscribe to email alerts 2 • Default Display Hierarchy • User • Site • System

  31. SCPM Other Navigation Features

  32. Navigation Path • There are two other useful navigation features: 1. Show/Hide Navigation Tree 2. Navigation History Path • 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

  33. 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. C B A D

  34. 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 Help 1 2

  35. 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

  36. 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

  37. IBM SCPM Collaborations January 2, 2020

  38. What is a Collaboration

  39. Site Attributes - MRP Timestamp - Etc. IBM Collab Attributes - Collab specific data 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 IBM SCPM Collab Dimensions Material No. Man Line Sup. No. IBM Sup. Mat. No. Customer Site Item Supplier

  40. 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

  41. Accessing Collaborations • There are several methods you can use to access collaborations: • Problem Summary • Drill-Down • Search • Filter • Bookmark

  42. 1. Accessing Problem Collaborations

  43. 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 3 2 4 5

  44. 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

  45. 2. Drill-down to Collaborations

  46. 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.

  47. 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

  48. 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

  49. 3. Search for Collaborations

  50. 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. 1 B C A D 2 D E • Enter the search criteria. • Click the Search button to locate the collaborations.

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