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IBM SCPM MCV Page

IBM SCPM MCV Page. September 7, 2014. Navigating the MCV Page. 1. Calendar View Selectors. 2. Refresh Button. Tip: Selecting the Start Date and End Date on the MCV page only sets the date range for the current MCV page. You can set the default date

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IBM SCPM MCV Page

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  1. IBM SCPM MCV Page September 7, 2014

  2. Navigating the MCV Page 1. Calendar View Selectors 2. Refresh Button Tip: Selecting the Start Date and End Date on the MCV page only sets the date range for the current MCV page. You can set the default date range for all MCV pages at the User Preferences page.

  3. Navigating the MCV Page Export Icon 5. Data Measure View Tab 2. Time Buckets 1. Data Measures 4. Exception Alert 3. PIT (Point-in-time)

  4. Displaying Additional Data on the MCV Page A. Table Configurator • Click the Configure Collab View icon (A) to access the Table Configurator dialog box. • Select the additional data you want to view (B) and the sort order (C). • If you want, save your settings as default (D) and click the Update button (E). B. Data to View C. Sort Order E. Update D. Save as Default

  5. Displaying Additional Data on the MCV Page • The system displays the data in columns to the left of the Data Measures column (E). • If necessary click and drag to the right the Column Display icon (F) to view all the data. E. Display Area for additional columns F. Column Display

  6. Viewing Data Measures on the MCV Page The system displays the Data Measures column (G) to the left of the dates column. • Click and Data Measures icon to view all the options. • From the Display Data Measures list, click the Data Measure name that you do NOT want to view • Click the < arrow button to move the Data Measure to the Available Data Measure column • Click the Update button 2 G. Data Measures 3 1 4

  7. Collab Details Menu i A B C D E F • The Collab Details icon (i) provides access to collaboration-relateddata. • Message – attach a message to the collab • Collab Attribute – view the Material Master collab attribute values • Collab Description – view the collab dimensions • Site Attribute – view the Material Master • Autofill – Enter PIT data and view exceptions before submitting • Alternate Parts – view the alternate parts available for the collaboration

  8. Viewing Collab Message i 2 3 3 • Click the Collab Details icon to display the Collab Details dialog box. • Click Message to access the Message data. • Click the Subject line to read and reply to an existing message or • Click the Envelope icon to create a new message

  9. Viewing Collab Attribute Data 1 2 • Click the Collab Details icon to display the Collab Details dialog box. • Click Collab Attribute to access the Material Master data.

  10. Viewing Site Attribute Data 1 2 • Click the Collab Details icon to display the Collab Details dialog box. • Click Site Attribute to access the Site Attribute data.

  11. Viewing Alternate Parts 1 2 • Click the Collab Details icon to display the Collab Details dialog box. • Click Alternate Parts to access the Alternate Parts data.

  12. Viewing PIT Attributes A B • To view all PIT Attributes for a data measure, click the data measurename. • To view the PIT Attributes for a specific PIT, click the value in the PIT.

  13. Viewing PIT Attributes 1 2 At the PIT Info page, you can select the PIT Attributes you want to view: • From the User Fields box, click the PIT Attributes you want to view. • Click the Refresh button to refresh the view.

  14. Viewing the Summary Tab A • The Summary tab displays the rolled-up values for multiple collaborations you are viewing on the MCV page.

  15. ITS & MD Training IBM SCPM Forecast Cycle September 7, 2014

  16. Forecast Cycle

  17. FORECAST COMMITMENT Forecast Cycle Business Process IBM Hub Supplier

  18. Backend Systems E2open SCPM Forecast Cycle Data Flow SCPM GUI IBM Supplier Backend Systems Supplier FORECAST COMMITMENT Supplier

  19. Forecast Cycle Overview • Updating • You can load Forecast Cycle data to SCPM via three methods: • S2S (server-to-server) upload from your backend system • Manual update via spreadsheet upload • Manual update via E2open UI

  20. Data Measures • The system represents dynamic data in Data Measures • There are three types of data measures: • Standard – data input to E2open, manually or via S2S from other systems • Forecast and corresponding Commit, for example • Calculated – data computed by E2open • Forecast-Commit Delta, for example • Exceptions – problems flagged by E2open • Based on pre-defined business logic • Supply Shortage, for example

  21. Forecast Cycle Data Measures 200 * 100 S2S 400 120 250 300 110 230 280 S2S or Manually Entered by Supplier 105 230 290 * Manually Entered by OCM 105 230 100 120 250 Rollover 100 120 250 -15 -20 -10 Calculated -15 -35 -45 Copied 105 230 290 * Supplier cannot view

  22. Forecast Cycle Data Measures S2S from IBM * Calculated -15 -20 * -15 -45 * * Exception Flags * * Calculated Exception Flag * Supplier cannot view

  23. Current to Previous Rollover • When SCPM receives from a Site, a Forecast with a new version number, it: • Rolls over the data contained in the Forecast, Commit and Proposal data measures to their respective Previous data measures. • Uploads the new Forecast data to the Forecast data measure. 2 100 120 250 300 180 230 300 1 120 200 300 100 120 250 Rolled Over 100 120 200 90 180 230

  24. Viewing Forecast Cycle Data History

  25. Viewing Forecast Cycle Data History • Follow the path: Supply Collaboration  Collaborations  Forecast History to access the Collaboration Search page. • Enter your search criteria. • Click the Search button to access the Collaborator Selector page. 2 3 1

  26. Viewing Forecast Cycle Data History • Click the Collab Details icon for the collaboration for which you want to view the Forecast Cycle history data. • From the menu, click Forecast History to access the History Selector page. Fields 1 2 Change Dates Operation User Role Data Measure

  27. Updating IBM Data

  28. Updating Forecast Data Update Button 1 • Enter the data into the Forecast PITs. • Click the Update button.

  29. Updating Proposal Data Tip: You must be using the Procurement or OCM role to update Proposal data 1 500 400 300 500 500 2 500 400 300 500 500 500 400 300 500 500 Copy Proposal 2 • To update the Proposal data measure, from the MCV page: • Click the checkboxes for the Collabs you want. • Click the Copy Proposal button to copy the Commitment data to the Proposal PITs.

  30. Updating Commodity Risk Data Tip: You must be using the OCM or OCM Risk role to update CRA data Update Button 1 i ii A i ii There are two ways to update the Commodity Risk data measure: • Enter the data directly into the Commodity Risk PITs and click the Update button. or • Click the checkboxes for the Collabs you want. • Click the Proposal to CRA (i) or Commit to CRA (ii)button to copy the PIT data to the CRA PITs.

  31. Viewing Commit By SubGeo

  32. Viewing Commit by SubGeo 2 1 3 • From the Collaborations sub-tree, click Commit by SubGeo to access the Collaboration Search page. • At the Collaboration Search page, enter your search criteria. • Click the Search button to execute your search and access the Collaboration Selector page

  33. Viewing Commit by SubGeo 1 2 At the Collaboration Selector page: • Select the checkbox for the Collabs you want • Click the View button to access the MCV page.

  34. Viewing Commit by SubGeo 1 500 400 300 500 500 500 400 300 500 500 500 400 300 500 500 500 400 300 500 500 2 Proposal to CRA Commitment to CRA • At the MCV page, click the Collab Details icon for a collaboration to access the Collab Details menu. • From Collab Details menu, click EPDV (Extended PIT Detail View) to access the PIT Info page.

  35. Viewing Commit by SubGeo 1 500 400 300 500 500 500 400 300 500 500 500 400 300 500 500 500 400 300 500 500 • At the PIT Info page, select the SubGeo for which you want to view the Commit data.

  36. Assigning an Unassigned Forecast

  37. Assigning an Unassigned Forecast • IBM may send a forecast to SCPM without an assigned supplier • To execute a assign an unassigned forecast, you must be using either the Procurement role or OCM role • To assign an unassigned forecast: • Follow the Menu Path: Supply Collaborations  Collaborations  Assign Forecast. • Filter for the collaboration which contains the unassigned forecast you want to assign to a supplier. • Workflow not complete…

  38. Assigning an Unassigned Forecast • From the Collaborations sub-tree, click Assign Forecast to access the Multi Collab Filter page. • At the Filter Parameters page, enter your filter criteria. • Click the Next button to execute your filter and access the Collaboration Selector page 2 1

  39. B2B Triggers

  40. B2B Triggers • The B2B Triggers in the SCPM UI allow you to send data contained in SCPM to suppliers’ backend systems via B2B • To execute a B2B Trigger, you must be using the B2B_I role • There are two B2B Triggers: • Send B2B Forecast to Suppliers • Send B2B Order Book to Suppliers • Once the B2B trigger has been executed, the Collab Attribute 4A4 will be set to ‘Y’, indicating that it has been sent. If you later decide you need to modify the data and resend it, using a regular Org Access role you will need to edit the Collab Attribute 4A4 value to ‘N’ before resending the data.

  41. B2B Triggers • IBM can trigger SCPM to send Forecast and Order Book PITs to Suppliers via S2S: • From the Upload/Download tree click B2B Forecast to Suppliers or B2B OB to Suppliers to access the Filter Parameters page. • Enter your filter parameters and click the Next button. 1 2

  42. B2B Triggers • At the Timeline Pattern page, click the Timeline Pattern you want. • Click the Next button to prompt the system to execute the download and access the Download Status page. • At the Download Status page, note the Key for your download. Note: You can monitor the success of your transaction via the Network Console. 1 2 3

  43. B2B Reports • From the Issues tree, click Problem Filter to view the Problem Summary page. • Click the Problem Name to review the list. • Select the desired Collabs. • Click the Multi Collab button to view the details. 1 2 3 4

  44. Updating Supplier Data

  45. Updating Commitments A Update Button i 500 400 300 500 500 B 500 400 300 500 500 C 500 400 300 500 500 A B C • From the MCV page, there are three methods for Suppliers to update Commitments: • Enter the data directly into the Commitment PITs and click the Update button to submit it • Click the checkboxes (i) for the Collabs and click the Confirm Forecast button to copy the Forecast data to the Commitment PITs. • Click the checkboxes (i) for the Collabs and click the Confirm Proposal button to copy the Proposal data to the Commitment PITs.

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