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MTS - New Portal Supplier Training

MTS - New Portal Supplier TrainingMTS New Portal Supplier TrainingThank you for participating in MTS’s Supplier Portal initiatives

The main goals for the Supplier Portal are to:» Provide real-time information to our suppliers for MTS requirements» Improve communication between MTS and our suppliersp pp» Improve on-time shipments between our Suppliers and MTS

For this release of the Supplier Portal you will be able toFor this release of the Supplier Portal you will be able to» Initially register yourself, others, and your company as a portal users» Manage Users, Roles, and Company Information» Receive, View, and Confirm Purchase Orders5/31/2013Page 2

In this Training PresentationIn this Training Presentation

We will focus on the followingMTS S li R l ti hi M t (SRM) P t l T h i l R i t» MTS Supplier Relationship Management (SRM) Portal Technical Requirements

» Supplier initial registration process» Portal supplier administration functionality» MTS Purchase order process

– Viewing MTS Purchase Orders– Confirming a MTS Purchase OrderConfirming a MTS Purchase Order– Purchase Order Variances– Messaging from MTS Buyers

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MTS SRM Portal RequirementsMTS SRM Portal Requirements

» Browser RequirementsTh f ll i b t th f ll f SRM– The following browsers can support the full range of SRM

» Internet Explorer (IE) Versions 8 and 9 or » Firefox Version 20 and lower or

– The following browsers only have Purchase Order Collaboration capability, initial registration is not supported.

» Google Chromeg» Safari

» PC RequirementsVista/Windows 7– Vista/Windows 7

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Supplier initial registration processSupplier initial registration process

Step 1. Email Invitation

» New portal suppliers will receive an invitation to create a Supplier Administrator account via email from MTS.

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Supplier initial registration processSupplier initial registration process

Step 2. Temporary Password via Emailvia Email

» A temporary password will be sent in a separate email from MTS and will be required for initial registration.

» Copy (CTRL-C) then Paste (CTRL-V)into the registration screen

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Supplier initial registration processSupplier initial registration processStep 3. First Time Login

L i d R i t ith th U » Login and Register with the Username and PW from the previous emails

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Supplier initial registration processSupplier initial registration processStep 4. Register a new userid and password

» Complete registration, entering username, password and important details.

» Please read and acknowledge the data ease ead a d ac o edge t e dataprivacy statement by clicking Yes and click Create

****IMPORTANT****Please note your newly created username and

password

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Supplier initial registration processSupplier initial registration processStep 5. Log on with newly created User Name and P dPassword

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Supplier initial registration processSupplier initial registration processCongratulations

» When the supplier administrator account is created, you will be logged into the MTS supplier portal.

» If you will be interacting with MTS Purchase Orders follow the adding Purchase Orders follow the adding the Role in the following steps.

» Note: The initial step of registration only registers you as a registration only registers you as a Portal Role for your Company. If you or someone else will be interacting with MTS Purchase Orders, please follow the next stepssteps.

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MTS - New Portal Supplier TrainingMTS New Portal Supplier Training

Important to remember

» The portal URL(website) ishttps://supplierportal.mts.com:8881/irj/portal

If you need help, please contact MTS_SRMAdmin@mts.com or contact your MTS Buyery

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MTS - New Portal Supplier TrainingMTS New Portal Supplier Training

Supplier Administration Functionality

» Maintaining Company Data» Creating and Maintaining Users» Receiving Broadcast Messages from MTS

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Supplier Administration FunctionalitySupplier Administration Functionality

Maintaining Company DataCompany Data

» To change your own company’s address, p ycontact information, Email address for supplier administrator, click change.

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Supplier Administration FunctionalitySupplier Administration FunctionalityCreating a Portal User» You will be responsible for creating users and assigning them internally.

E h h diff t i i i th t l» Each user can have different permissions in the portal.

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Supplier Administration FunctionalitySupplier Administration FunctionalityCreating a Second Portal User » You will need to assign each user and role. The role assigned dictates the functionality available to your user.» Select one or more roles to assign for your user.

Note: Supplier Order Collaborative User will allow Users to view and interact with MTS Purchase Orders

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Supplier Administration/Order Processor FunctionalitySupplier Administration/Order Processor FunctionalityEnsure a role has been assigned and all personal settings are correct

NOTE:Ensure Date/Decimal format are to your liking. The default is European format.

Manage Email alerts by checking/un-checking Purchase Order checkbox. Checking will allow you to get email notifications of purchase orders.

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Supplier Administration FunctionalitySupplier Administration FunctionalityRoles:To Process Orders and act as Administrator for your company please select:»ZS:SRM_SUS_ADMIN_VENDOR»ZS:SRM_ORDER_PROCESSOR

To Process Orders only-selectTo Process Orders only select»ZS:SRM_ORDER_PROCESSOR

To Act as your Company Portal Admin only»ZS:EC SUS ADMIN VENDOR»ZS:EC_SUS_ADMIN_VENDOR

Note: As new functionality is added to the Supplier Portal, you will receive additional roles to administer.roles to administer.

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MTS Purchase order processMTS Purchase order process» High Level Process Overview

– Purchase Orders (including returns) are created at MTS within SAP and transmitted to the Supplier Portal for your Company– Your Company’s Order Processor will Confirm (accept, reject) MTS Process Orders

Ch d P h O d ( hi h h P i O d Qt D li D t T t R i i L l Additi l Li dd d M i – Changed Purchase Orders (which have Price, Order Qty, Delivery Date, Text, Revision Level, Additional Lines added, Move in orMove Out Dates) will be transmitted

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MTS Purchase order processMTS Purchase order process» General Navigation

– Do not Click the Back button on your browser

– Navigation will be controlled by using the menu paths on the middle of the page.

– Click Here to Logout

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MTS Purchase order processMTS Purchase order process»Manage Purchase Order Confirmations

Login to https://supplierportal mts com:8881/irj/portalLogin to https://supplierportal.mts.com:8881/irj/portal

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MTS Purchase order processMTS Purchase order process» Display Orders» All Purchase Orders – All PO’s at a header level and includes all statuses» Purchase Order Line Summary – All PO’s at a line item with status of New, In Process, or confirmed date <14 days

Thi d i d t i i th O O d R t i kl – This was designed to mimic the Open Order Report you receive weekly » New - All PO’s at a header level with new status» Changed – All Po’s at a header level with in-process status

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MTS Purchase order processMTS Purchase order processPurchase Orders» You will be presented with a list of open and/or changed purchase order line items for you to process

– MTS Doc Date is the Date MTS Needs the Material at our facilityMTS Doc Date is the Date MTS Needs the Material at our facility– Move in Date, if present, is the date we need it before the MTS Doc Date– Move Out Date, if present, is the date we need it after the MTS Doc Date

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MTS Purchase order processMTS Purchase order process» Select the PO you want to process by clicking on the Document Number

– Important the Document Number is NOT the MTS Purchase Order Number

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MTS Purchase order processMTS Purchase order process» Process the PO by clicking on Process

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MTS Purchase order processMTS Purchase order process» Purchase Order Confirmations without variance

–Accept the Purchase order and Click Send if there are no variances and you are accepting the purchase order as-is–Note: Before Rejecting, Please contact your MTS Buyer

»

» *Upon successful Send, you will get this this messagethis this message

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MTS Purchase order processMTS Purchase order process» Purchase Order Variances – Confirm Date (Delivery Date)

– If no Schedule Lines denoted by “Phased Delivery” Please select the proposed Confirmed For Date– Please communicate via Phone/Email with MTS when a MTS Doc Date can not be met

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MTS Purchase order processMTS Purchase order process» Purchase Order Variances – Quantity

– If no Schedule Lines denoted by “Phased Delivery”, change the Confirmed Qty from the Order Qty and select Accept and Send

– Please communicate via Phone/Email with MTS when a Confirmed Qty Can not be met

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MTS Purchase order processMTS Purchase order process» Purchase Order Variances – Split Deliveries

– Quantity and Delivery Date– Click within the Line for the Variance– Please inform MTS Buyers of any Dates that will be missed

» Add as many lines as needed.

» Confirmed quantity should » Confirmed quantity should match the order Qty.

» Please communicate to the MTS Buyer when this occurs outside the MTS

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Doc Date.» Click Accept when

Complete

MTS Purchase order processMTS Purchase order process» Purchase Order Variances - Confirmation

– Review quantity and delivery dates for item, confirm items, and– Click Send to confirm your order with MTS.

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MTS Purchase order processMTS Purchase order process» Purchase Order Variances - Pricing

– Communicate with MTS buyers on the discrepancies before updating– If there is a Price Discrepancy, click the line at issue, change proposed price, click Update Prices, Accept,

and Sendand Send

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MTS Purchase order processMTS Purchase order process» Messaging through Portal – General Messaging

– Periodically, you may receive general messages from MTS to your company or as a broadcasted message to all portal Suppliers

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MTS Purchase order process» Messaging through Portal

– Messaging to the Purchaser (MTS) – Suppliers may send messages through both the Header and Line item of the purchase Order. Click Save Text when your message(s) are complete.

Note: The supplier is limited to 70 text characters

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MTS Purchase order processMTS Purchase order process» Messaging through Portal

– Messaging from Purchaser (MTS) - You may receive MTS PO text for the Header and/or the Line item– This will typically include specific instructions for the Purchase order and Line (Ex, please ship entire order

UPS)

» Note – It is important to check for notes on each individual line item prior to sending confirmation

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TroubleshootingTroubleshooting

» If you get popup warnings through internet explorer or Firefox, please register MTS in the advanced warningsMTS in the advanced warnings.

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SummarySummary

» When in Doubt, Contact your MTS Buyer for questions or concerns regarding Price, Quantity, Delivery Date, Q y, y

» Do not Reject an Item unless you have spoke to your MTS Buyer

» Bookmark: https://supplierportal.mts.com:8881/irj/portal

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Questions/IssuesQuestions/IssuesF T h i l I Pl E il MTS SRMAd i @ t » For Technical Issues Please Email MTS_SRMAdmin@mts.com

» For Purchase Order Questions please Contact your MTS Buyer

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Thank YouThank You

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