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Athena Functional Training

Athena Functional Training. Date: 27 th Jun. 2006. by Athena Team. Training Session Goals:. To train Athena users on all the functions of Athena Client: Athena Client Functions include: Athena Client Install and Set-up Retrieve and Load Customs Invoices

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Athena Functional Training

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  1. Athena Functional Training Date: 27th Jun. 2006 by Athena Team HP Restricted

  2. Training Session Goals: To train Athena users on all the functions of Athena Client:Athena Client Functions include: • Athena Client Install and Set-up • Retrieve and Load Customs Invoices • Sort & Search of Customs Invoices • Display, Print and Download (to Flat File OR Excel File) of Customs Invoice • Editing of Customs Invoices HP Restricted

  3. Training Session Goals (cont…): • Bulk Printing/Deletion/HTML formatted creation of Invoices • Random Printing/Deletion/HTML formatted creation of Invoices • Grouping Invoices • Manual Invoicing Process • Athena Other Functions • Auto-Downloading of Invoices • Auto-Printing of Invoices HP Restricted

  4. Athena Specific Functionalities: • Invoice Format features include: • Hardware/Software unbundling • BTCO- pricing consolidation, displaying components   • Serial No. range printing • TSCA, DCS (US Export and US Import), SWPM statements   • Logistics Charges Breakout • Electronic Signature 2. Client features include: • Flexibility in the setup function   • Editing of Invoices • Auto-Download of Invoices into flat file  • Grouping of Invoices • Easy to install and operate HP Restricted

  5. Athena Specific Functionalities: • Server features include: • Data validation check, reporting errors to CDB   • Various Filtering logics   • No data manipulation 4. Invoice routing  • By Email   • Uses combination of selection criteria: order prefixes, invoice no., AWB, etc... • Athena Support features • 24x7 support helpdesk   • English speaking support people HP Restricted

  6. Athena Specific Functionalities: 6. Athena System interfaces   • WWTBL for defaulting addresses   • WWCLASS for classification info. • ASSISTS • PIM • Web Input Invoices HP Restricted

  7. Athena Controls: Athena does the following data quality controls: • Athena will reject invoice if buyer and seller are same country • Athena will reject if transactions have the same invoice numbers • Athena Does not process credit memos • Athena DOES NOT Manipulate any Data sent from Upstream Systems • Athena Does data quality checking and reports to the Compliance Data Base HP Restricted

  8. Athena Client Install and SetupAthena Website: Athena website can be reached by typing the URL http://www.hp.com/go/athenaon the Internet Explorer Browser. Below is the snapshot of Athena Homepage. HP Restricted

  9. Athena – Downloading of New Athena Client: To download Athena Client from website, Click the link ‘Download Install v6.6 (new)’under the ‘Downloads’ category on the left navigation section. See the snapshot below: HP Restricted

  10. Athena – Installation Instructions: After clicking the ‘Download Install v6.0 (new)’ link, website will lead to the ‘Installation Guide 6.0’ webpage (as below). Users need to follow all the instructions mentioned on the web page for successfully installing Athena Client on their system. HP Restricted

  11. Athena Desktop Icons: Following Icons will be created on the Computer Desktop after the successfulinstallation of Athena Client First Icon is to be used for operating the Athena Client and the Second Icon is to be used whenever user wants to uninstall Athena Client from his/her desktopat any point of time.However users should be very careful when using second icon – as it will remove allthe files and invoices from their C:\Athena folder permanently. HP Restricted

  12. Athena Client – Main Window: Before using Athena Client for generating customs invoices, Users need to setup theparameters according to their site needs in the Setup Form. To do that, start the Athena Client by double clicking the Icon ‘HP Athena v6.0’. Then the following Main Window will be displayed: Speed Buttons Title bar and version no. InvoicesBrowseWindow Search Only Keys Process Buttons Search / SortKeys Process Window Message Box HP Restricted

  13. Athena Client – Main Window: When users start the Athena Client, they will be prompted with following messages:- OK To Backup Database- No New Mailbox FilesUsers need to take the appropriate action for the above messages: HP Restricted

  14. Athena – Setup Form: The next step for the Users to follow before actually using Athena Client is – to set theparameters in the ‘Setup Form’ according to their Site needs. These parameters affecttheir invoice generation process. So users should be careful in the selection of theseparameters. ‘Setup Form’ can be opened by clicking the ‘Setup Menu’ on the Main Window. HP Restricted

  15. Athena – Setup Form: Below snapshot gives the closer look of the Athena Setup Form. Setup Form comeswith certain default selected parameters (‘ ‘ indicates default parameters). Users can retain or change these parameters at any time. Option to selectto run Athena inAuto-Printing mode Default optionto run Athena inRegular Processmode Non-SelectedParameters Default /Selected parameters Button forupdating the selected parameters Addresses Overrideselection tab Setup Parameters selection tab HP Restricted

  16. Extension indicating Mailbox file Athena – Mailbox File Naming Convention: Site naming convention is the same as before except HP is replaced with Hn where n is a number from 1-6 and refers to the SLAVE that processed it. For your Mailbox searches you should wildcard the second character with a # sign instead of searching for HP@ use H@ What does a Mailbox File Look Like??? Site Odometer HP Make NOTE of Your Site Code: India: 5334 Thailand: 5492 Philippines: 5652 Hn4211AA.mbx Site Code HP Restricted

  17. Athena – Retrieve of Mailboxes: To retrieve the mailbox file, do the following steps:- Open the Mailbox File Email Message- Right Click Mailbox File attachment and click ‘Save As…’ option- Select ‘C:\Athena’ folder and click the ‘Save’ button for saving the mailbox file Next 2 snapshots shows the above steps HP Restricted

  18. Athena – Retrieve of Mailboxes: HP Restricted

  19. Athena – Loading Mailbox Files: To load mailbox files into Athena Client, do the following steps: - Start Athena Client by double clicking the Athena Icon on the desktop - Click ‘Load’ button Following snapshots shows the loading process: Button forloading theMailboxes MessageBox to confirm forloading theMailboxes HP Restricted

  20. Athena – Loading Mailbox Files: Process Window showing the Name, No. and% of mailbox file that is getting loaded. HP Restricted

  21. Athena – Loading Mailbox Files: Browse Window showing the loaded invoices HP Restricted

  22. Athena – Sort & Search of Customs Invoices:Athena – Sorting Invoices: Invoices can be sorted by the following sort keys:- Invoice No.- AWB#- Order No.- Mailbox No.- DC Code- RC Code- Group No.- Invoice Date To Sort the invoices, just click the Radio Button corresponding to sort key. Note: Invoices will be sorted in the ascending order of the sort key. HP Restricted

  23. Athena – Sorting Invoices: Following snapshot shows that Invoices are sorted in the order of AWB# by clickingthe Radio Button next to AWB# key. Similar procedure will be followed for other sort keys. Sorted Invoices in the order of AWB# Checked Radio Button for sorting the invoices in AWB# order HP Restricted

  24. Athena – Searching Invoices: Invoices can be searched by any of the following search keys:- Invoice No.- AWB#- Order No.- Mailbox No.- DC Code- RC Code- Group No.- Invoice Date- Box Number- Serial Number- Product Number To Search for a particular invoice, just enter the value of the search key in the corresponding search key text box and press the ‘Search’ button. HP Restricted

  25. Athena – Searching Invoices:(Searching by Inv#, Order#, AWB#, Group#, Mail Box#, DC, RC and Inv. Date) Following snapshot shows that Invoices are searched by the search key ‘AWB#’ by entering its value in the AWB# search key textbox. Similar procedure will be followed for searching with other search keys. Search Key value HP Restricted

  26. Athena – Searching Invoices: Arrow highlightindicates thesearched invoice. HP Restricted

  27. Athena – Searching Invoices: If the particular invoice is not found in the Athena Client based on the search key value, then the user will be prompted with the message box. Following snapshot shows that example: Message box shows that the invoice is not found based on search key value HP Restricted

  28. Athena – Searching Invoices (Searching by Box# , Serial# and Product#) When Invoices are searched by Box Number and if that Box Number is foundin multiple invoices, then the user will prompted with the series of those invoicenumbers by the message box as shown below in the snapshot:Similar searching procedure will be followed for Serial# and Product# search. Message Boxshowing theresults of Box# search Search by Box# HP Restricted

  29. Athena – Display, Print and Download of Customs Invoice:Athena – Displaying Invoices: To display a particular invoice, do the following steps: - Highlight the invoice that needs to be displayed - Click the ‘Display’ button Highlighted invoice that needs to be displayed Display Button for displaying the Invoice HP Restricted

  30. Athena – Display Invoice Warning Message: Users will be prompted with the following warning message at the time ofdisplaying the First Invoice. Users should click ‘OK’ button to continue. HP Restricted

  31. Athena – Displayed Customs Invoice: Invoice Header details Invoice Linedetails HP Restricted

  32. Athena – Displayed Customs Invoice (BTCO Format): BTCOcomponentsheader text BTCO integratedcomponents HP Restricted

  33. Athena – Displayed Customs Invoice (BTCO Format): BTCOcomponentsfooter text BTCO integratedcomponents HP Restricted

  34. Athena – Downloading Invoice into HTML format: To download a invoice into a HTML formatted invoice file, do the following steps: - Highlight the invoice that needs to be HTML file formatted - Click the ‘Create HTML Invoice’ button Highlighted invoice that needs to be HTML file formatted Button for creating the HTML Invoice HP Restricted

  35. Athena – HTML Invoice File Location: HTML invoice will be saved in the C:\Athena\Download folder. The name of the filewill be same as invoice no.Below snapshot shows that: Location of HTML Invoice HP Restricted

  36. Athena – Downloading Invoice into Flat File: To download a invoice into a Flat file (text file), do the following steps: - Highlight the invoice that needs to be written into Flat File - Click the ‘Create Flat File’ button Highlighted invoice that needs to be written into Flat File Button for creating the Flat File for the selected invoice HP Restricted

  37. Athena – Download Invoice File Location: Downloaded invoice flat file ‘Download.Txt’ will be saved in the C:\Athena\Downloadfolder. Below snapshot shows that: Location of Downloaded Invoice Flat File HP Restricted

  38. Athena – Downloaded Invoices: Once Invoice gets downloaded successfully, Athena puts a ‘*’ markin the ‘D’ Column of the Main Window for that corresponding invoice.Below snapshot shows that: ‘*’ mark in the ‘D’column shows thatparticular invoicewas got downloadedinto a flat file HP Restricted

  39. Athena – Downloading Invoices Data into Excel File (C:\Athena\Download\ExcelRep.csv): To download invoices data into Excel file, do the following steps: - Select the invoices (all invoices or a group of invoices based on particular common key like AWB#, Order# etc) - Click the ‘Create Excel File’ button Button for creating the Excel File for the invoices loaded/displayed in the Athena Client HP Restricted

  40. Athena – Downloading Invoices Data into Excel File (C:\Athena\Download\ExcelRep.csv): Message Boxasking for theconfirmationto downloadto Excel Report(ExcelRep.csv) Button for creating the Excel File for the invoices loaded/displayed in the Athena Client HP Restricted

  41. Athena – Downloading Invoices Data into Excel File (C:\Athena\Download\ExcelRep.csv): Process windowthat shows theExcel DownloadStatus. HP Restricted

  42. Athena – Excel Downloaded File Location: Excel Downloaded file ‘ExcelRep.csv’ will be created / saved in the C:\Athena\Download folder. Below snapshot shows that: Location of Excel Downloaded File (ExcelRep.csv) HP Restricted

  43. Athena – Excel Downloaded File Notes: • Excel File will be created in the sorting order of Invoice No. If new records are again added into the Excel File, Excel File will re-sort again in the ascending order of Invoice No. • Excel file will always contain unique records. Duplicate records will NOT be appended into the Excel File • All the character / alpha-numeric fields data will be left-justified and all the numeric fields data will be right-justified in the Excel spreadsheet file. User has to re-justify the fields again • If any numeric field data contains more no. of digits, then that numeric field data will be displayed in Exponential form. User has to change the display style to see the correct contents of that numeric field data • If any numeric field data contains ‘0’ digits as prefix, then that field data will be suffixed with the text ‘ .’ (‘space’ char and ‘.’ char) in order to protect the loss of prefix digits in the Excel spread sheet. User should take care of this. HP Restricted

  44. Athena – Printing Invoices: To print a particular invoice, do the following steps: - Highlight the invoice that needs to be printed - Click the ‘Print’ button Highlighted invoice that needs to be printed Print Button for printing the Invoice HP Restricted

  45. Athena – Printing Invoices: Once Invoice gets printed successfully on the printer, Athena puts a ‘*’ markin the ‘P’ Column of the Main Window for that corresponding invoice.Below snapshot shows that: ‘*’ mark in the ‘P’column shows thatparticular invoicewas got printed HP Restricted

  46. Athena – Editing of Customs Invoices:Athena – Edit Menu: By Default, Athena Client will not provide the editing privileges to the Athena User.To have editing privileges, Athena Site should request for the same from Athena Management which will then be provided by means of a special mailbox. Edit Menu without editing privileges HP Restricted

  47. Athena – Edit Menu Functions Activation: Following snapshot shows the Athena Window with Editing Functions activation Edit Menu with editing privileges HP Restricted

  48. Athena – Edit Menu Functions: Once activated, user can do the following editing functions on the CustomsInvoice: • Header - used for editing invoice header details • Line Item – used for editing invoice line item details • Negative Values – used for editing negative unit price values • Zero Quantity – used for editing for zero quantity line items • Manual Invoice – used for editing manual invoices • Sample Invoice – used for editing sample invoices HP Restricted

  49. Athena – Edit Invoice Header: To edit the Invoice Header details, do the following steps: - Select the invoice that needs to be edited by highlighting the invoice on the Main Window - Click Edit Menu and select the option ‘Header’ to open the ‘Edit Invoice Header’ window (see the snapshot below) - Edit the required values on the displayed window - Click the ‘Apply Updates’ button HP Restricted

  50. Athena – Edit Line Item: To edit the Invoice Line Item details, do the following steps: - Select the invoice that needs to be edited by highlighting the invoice on the Main Window - Click Edit Menu and select the option ‘Line Item’ to open the ‘Edit Line Item’ window (see the snapshot below) - Edit the required values on the displayed window - Click the ‘Apply Updates’ button HP Restricted

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