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IBM SCPM Collaborations

Learn about collaboration site attributes and how they relate to material master data in IBM SCPM. Access collaborations, drill down to specific collaborations, search for collaborations, and filter collaborations.

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IBM SCPM Collaborations

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  1. IBM SCPM Collaborations January 2, 2020

  2. What is a Collaboration

  3. 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

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

  6. 1. Accessing Problem Collaborations

  7. 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

  8. 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

  9. 2. Drill-down to Collaborations

  10. 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.

  11. 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

  12. 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

  13. 3. Search for Collaborations

  14. 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.

  15. 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

  16. 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

  17. 4. Filtering for Collaborations

  18. 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

  19. 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 Multi-Collaboration Filter Page Parameter List Search Box A Parameter Selector Add Button B Filter Display Save Button Next Button

  20. Using the Multi Collaboration Filter 3 1 2 A A • 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.

  21. Filtering by Description from the Listing tab 1 2 A. Search Results 3 4 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).

  22. Filtering by Description from the Filters tab 1 2 3 • 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.

  23. Saving and Applying Filter 1 2 3 4 5 • 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.

  24. Filtered Search A 4 • When you have completed all your selections and the Filter Builder (A) is complete, click the Next button.

  25. 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

  26. 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

  27. 5. Bookmark Collaborations

  28. Creating a Bookmark A A. You can bookmark an MCV page by clicking the Bookmark link.

  29. Creating a Bookmark 1 2 3 i i ii ii 4 • 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 theDate 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.

  30. 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. 2 1

  31. Emailing a Bookmark 1 4 2 3 • 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.

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