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Learn how to log in, change password, navigate the system, access different functionalities, customize your dashboard, and update user preferences in IBM SCPM. Discover helpful tips for efficient list navigation.
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IBM SCPM Basic Navigation December 20, 2019
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
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 • 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
The system display is divided into three sections: Basic Navigation 1. Header 2. Navigation Tree 3. Page Display
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
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 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
My Workspace Page • My Workspace allows you to create your own custom “dashboard” for easy monitoring of E2open activities Customize View Update Preferences
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
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
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.
Updating Your User Preferences • You can update your user preferences by following the menu path: Supply Collaboration Utilities User Preferences
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
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
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
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
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 • 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