Capacity Management System Volume Variance Tool

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FCA Status: Final Page 1 of 57

Capacity Management

System

Volume Variance Tool

External User’s Guide

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CONTENTS

1. INTRODUCTION .................................................................................................................................................. 3

1.1 CAPMAN SYSTEM LANDSCAPE .................................................................................................................................. 3 1.2 VOLUME VARIANCE TOOL – OVERVIEW AND SCOPE ..................................................................................................... 3 1.3 VOLUME VARIANCE TOOL – PERIMETER ...................................................................................................................... 5 1.4 GLOSSARY AND ABBREVIATIONS ................................................................................................................................ 6

2. GENERAL CONCEPTS ........................................................................................................................................... 6

2.1 VARIANCE LOGIC .................................................................................................................................................... 6 2.2 TIMING .............................................................................................................................................................. 12 2.3 VOLUME VARIANCE TOOL – EXTERNAL USER ............................................................................................................. 13 2.3.1 VOLUME VARIANCE TOOL – EXTERNAL USERS PORTAL PROFILE VERSUS FUNCTIONALITIES ................................................... 13

3. ACCESS THROUGH ESC PORTAL .........................................................................................................................13

3.1 TIPS TO UNLEASH THE FULL POTENTIAL OF THE NEW APPLICATION .................................................................................. 15 3.2 CAPMAN MAIN MENU ......................................................................................................................................... 15

4. VOLUME VARIANCE TOOL .................................................................................................................................17

4.1 VARIANCE MANAGEMENT ...................................................................................................................................... 17 4.1.1 Workload – Supplier On Board .................................................................................................................................19 4.1.1.1 Workload – Structure Details ...............................................................................................................................20 4.1.1.2 Workload – Structure Details – Update Installed Capacity ..................................................................................23 4.1.1.3 Workload – Structure Details – Update Temporary Capacity ..............................................................................24 4.1.1.4 Workload – Structure Details – Data Update .......................................................................................................30 4.1.1.5 Workload – Structure Details – Answers .............................................................................................................34 4.1.1.6 Workload – Structure Details – Answers – Copy Answers ...................................................................................44 4.1.1.7 Workload – Structure Details – Answers – History of Answers ...........................................................................47 4.1.1.8 Workload – Report ..............................................................................................................................................48 4.1.1.9 Notifications ........................................................................................................................................................51 4.1.1.10 Automatically Closed ...........................................................................................................................................53 4.1.2 Workload – Supplier Not On Board ..........................................................................................................................55

4.2 VOLUME VARIANCE TOOL – DASHBOARD .................................................................................................................. 56

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1. Introduction

1.1 CapMan System Landscape

1.2 Volume Variance tool – Overview and Scope

The main scope of the application is to support the capacity management team in managing the volume variances highlighted for specific suppliers. The tool main goal is to identify in advance all those issues that can potentially became critical during production phase, to collaborate with the supplier to detect the best solution. The volume variance management tool introduces a new entity, the Structure (ST), coincident with the FP main, in which each of its element (FP and/or PN) will concur in defining its variance status:

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The concept of ST is followed by a new definition of variance that suits this specific context. To avoid “fake variance” and/or high and not effective supplier workload, will be introduced four parameters, applied sequentially, to define the presence of variance in a structure:

A. Exemption on Delins weeks: first «M» weeks of delins, will not be considered even if in variance; B. Exemption on Capacity: percentage (%) of flexibility on maximum capacity; C. Exemption on week in variance: «N» weeks minimum in variance D. Exemption on consecutive week in variance: «R» consecutive weeks in variance;

Parameters could be defined at two different levels:

• Supplier Master Code;

• Supplier Master Code – Structure The application of the parameters will guarantee the identification of the only variances that require full attention from the Capacity Management team. Here below an example on how the parameters would work applying the following rules:

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The supplier will be notified of the existence of a variance with a dashboard, that will provide an overview of its status also regarding the Structures in Variance. For the structures identified in Variance, the supplier will provide a response as a potential solution to the identified issue; these are the options that the supplier can select as a response with the additional information required:

• Option 1: NO extra cost → no additional information;

• Option 2: Retooling → costs and timing;

• Option 3: With extra cost → costs;

• Option 4: No feasible solution → no additional information;

• Option 5: Error capacity data → no additional information

1.3 Volume Variance tool – Perimeter

The process allows the internal user and suppliers “on board” to manage the structures in variance.

A Ramp up phase is defined by the Internal Users by Master Supplier Code (On Board).

All the Regions (EMEA, LATAM and APAC) is treated on the new Volume Variance tool, and more in general

in all the Volume Variance Process, using the same logic.

P&S Sector is not considered in the Volume Variance process.

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1.4 Glossary and abbreviations

Terms Definitions

Application/Model Represents the model of the car for FGA, the model of the engine for FPT. Both are defined in the design phase (“Modello progettativo”)

Family Process (FP) Represents a group of Part Numbers that insists on the same production line of the supplier. The codify of the Family Process is defined by the supplier for Sector

FIAT Group Automobiles (FGA) FGA sector, includes FPT plants

Inter-Regional Flow (IRF) Poles Logistic entities that gather to local suppliers the requirements of plants from foreign Regions

Master Supplier Code Represents the supplier code for the FCA group and it is defined in the MDM system

Part Number (PN) Identifies the material code (component or finished product)

Parts & Services (P&S) Parts & Services sector (spare parts)

Structure (ST) A new entity coincident with the FP main

Variance Requirements higher than capacity

Supplier On Board The supplier present in the configuration table “Supplier Onboard”, inserted by the internal user, that is involved in the volume variance process.

2. General Concepts

2.1 Variance Logic

Starting from the requirements of the PN and FP, aggregated by Sector/Master supplier code/Component (PN

or FP)/Calendar week/Planning week, and capacity data (temporary or weekly installed capacity), it will be

identified the initial situation of Variance condition, using the difference between capacity and requirements for

each component, for each week of the time horizon.

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The Volume Variance tool will apply some defined rules (default values or specific by supplier, or by supplier-

structure) to each structure of involved suppliers.

Default values will be managed by AMS and will be cross-region.

Specific rules will be managed by the Internal user CAPMAN Administrators and will be cross-region.

The weeks in variance, using the new logic, will be calculated at the structure level only for involved suppliers.

The structure is in variance condition if, after applying the “Rule A” and “Rule B” (default values or specific by

supplier, or by supplier-structure), the number of weeks in variance is greater than or equal to the minimum

number of weeks in variance “Rule C" or the number of consecutives weeks in variance is greater than or

equal to the minimum number of consecutive weeks in variance “Rule D".

Important: - “Rule D” cannot be “1 week” and cannot be greater than “Rule C”.

- if a Master Supplier code, or Master Supplier code – Structure, has the “Rule A”, “Rule B”

and “Rule C” equal to zero, no rules (default/specific) will be applied for the specific Master supplier

code or Master Supplier code – Structure.

Rule Description

A Number of first weeks out of scope

B % flexibility on weekly capacity (Temporary or Installed)

C minimum number of weeks in variance

D minimum number of consecutive weeks in variances

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A structure is a new concept inserted in the new volume variance tool and will represent a "Main" family process

and all its components (FP Cross, FP Sub and PN).

FP-PN will be joined in a unique structure. The ST will be identified with the Main FP ID code.

In this example, the Main FP 12345 and all its components are included in the ST 12345.

In this example, the Main FP 12345 and all its components, also the FP Cross 34567 (that contains two Sub

FP that are linked to the same Main FP), are included in the ST 12345.

Please note that only FP Cross that contains only Sub FP that are linked to the same Main FP will be

considered.

After calculating the variance for each component (PNs and FPs), verifying the result of the formula "Capacity

- Requirements", the process will apply the new logic of variance in order to determine the variance at the

structure level: there will be a default configuration to check the variance (new rules), there will be also the

possibility to use some specific rules at different levels:

• Supplier Master Code;

• Supplier Master Code – Structure.

Please note that the specific rules will be applied only for Suppliers “on board”.

The weeks in variance at ST level will be given by the logical sum of the weeks in variance of each component.

After calculating the variance at ST level, the process will check the ST status in the previous volume variance

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“loop” in order to define the ST status for the loop in progress also considering the variance condition.

The tool will have to manage the STs in charge to FCA avoiding asking the supplier for a new management of

the same variance.

If, between one Volume Variance “loop" and another, the variance doesn’t exist anymore, the ST status will

change from " In Charge of FCA" to "Automatically Closed”.

If the variance continues, the ST will continue to have status “In Charge of FCA”, and the supplier’s answers

and the attachments will be copied from the previous loop. The interval of the last answer will be modified to

cover the new time horizon (the supplier will always be able to change the answers before FCA feedback).

Let’s check the picture above:

1) Loop 1 – ST 5 – ST status in “In Charge of FCA”; Loop 2 – still in variance condition: in this case the initial

ST status will remain “In Charge of FCA”.

If the variance continues, the ST will continue to have status “In Charge of FCA”, and the supplier’s answers

and attachments will be copied from the previous loop (see “ST 5”). The interval of the last response will be

modified to cover the new time horizon.

2) Loop 1 – ST 6 – ST status in “In Charge of FCA”; Loop 2 – the variance does not exist anymore: in this case

the ST status will be “Automatically closed”.

Variance Near Real time calculation

Changes to the capacity data, made by the supplier on board on the components of a structure in variance

condition involved in the variance process, will be tracked and will allow the system to calculate the variance

considering the capacity data updated.

The supplier “on board” will be able to launch the variance calculation on demand (by structure). The complete

variance calculation will however be planned several times a day (the frequency will be defined after

performance tests).

For STs in variance condition and for external users on board, it will be possible to re-calculate the variance

only considering capacity data updates.

The re-calculation functionality will consider the same rules used in the volume variance fortnightly execution.

The “Division” will not be re-determined.

Only components of a structure in variance condition involved in the variance process will be considered: new

PNs or FPs will be considered in the volume variance fortnightly execution.

Only capacity data updates (installed capacity or temporary capacity) will be considered.

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The process will check the ST status before recalculation activity in order to define the new ST status also

considering the variance condition.

Let’s check the picture above:

1) before re-calculation activity – ST 2 – ST status is “To be Analyzed”; after re-calculation activity – the

variance does not exist anymore: in this case the ST status will be “Automatically closed” and a solution “Error

capacity” will be automatically inserted by the application for the entire time horizon.

2) before re-calculation activity – ST 5 – ST status in “In Charge of FCA”; after re-calculation activity – still in

variance condition: in this case the initial ST status will remain “In Charge of FCA”.

3) before re-calculation activity – ST 7 – ST status in “In Charge of FCA”; after re-calculation activity – the

variance does not exist anymore: in this case the ST status will be “Automatically closed”.

New Variance logic example

Rules:

● A: first 2 weeks out of scope

● B: 10% flexibility on weekly capacity (temporary or installed)

● C: 4 minimum number of weeks in variance

● D: 4 minimum number of consecutive weeks in variance

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In this example, the initial situation of the ST is 11 weeks in variance: calculating the difference between

capacity and requirements.

After the first rule application (first 2 weeks out of scope), the weeks in variance at ST level are 9.

After the second rule application: 10% flexibility on weekly capacity (temporary or installed), the weeks in

variance at ST level are 5.

At this moment it is possible to determine if the ST is in variance condition checking the rules C and D.

In this example, the number of weeks in variance (5) is greater than the minimum number of weeks in variance

(Rule “C”). In this case the ST is considered in variance condition.

The Volume Variance tool will only display the structures in variance condition. The user will be able to

download the available report with all the structures.

Each Supplier “on board” should give at least one answer for each structure in variance. The entire time horizon

(26 weeks) must be covered.

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2.2 Timing

The CAPMAN application will calculate the PN and FP requirements twice a week, Thursday and Sunday.

After the Post Elaboration process executed on Sundays, every two weeks, the Volume Variance will be

calculated.

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2.3 Volume Variance tool – External User

The functionality has been added to all External User existing CAPMAN profile.

2.3.1 Volume Variance tool – External users Portal profile versus Functionalities

The Volume Variance Tool is available for all the CapMan suppliers, but they have different functionalities

depending on the activation in the "on board" table:

• Suppliers “on board” will be able to manage the variances and use all Volume Variance functionalities;

• Suppliers not “on board” will be able to read-only some information and download the available report:

no answer will be required to manage the variances.

Please note that an External user ID can be assigned to master supplier codes of one or more types mentioned

above.

User Types New Volume Variance Functionalities

Removed Functionalities Updated Functionalities

External User

On Board

- Variance Management

- Structures report

- Dashboard

Capacity-Requirements Reports for FP and PN

- Remove SMC indicators – Main FP validation

- New SMC indicators – Variance Status and Uncompleted Sub FP

Not On Board

- Variance Visualization

- Structures report

Capacity-Requirements Reports for FP and PN

- Remove SMC indicators – Main FP validation

- New SMC indicators – Uncompleted Sub FP

A Ramp up phase will be defined by the Internal Users by Master Supplier Code (On Board).

Each Supplier “on board” should give at least one answer for each structure in variance.

The supplier will be able to answer with one or more solutions (max 3); the entire time horizon (26 weeks) must

be covered.

Depending on the type of solution, FCA must respond by accepting or rejecting the request.

3. Access through eSC Portal

In order to access CapMan through eSC Portal, the user needs to be authorized with a user id and

password.

1. Go to eSC portal web address: www.eSupplierConnect.com

http://www.esupplierconnect.com/

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2. Click on .

Warning: click on to check if browser version is compatible with eSC Portal

version.

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Warning: For any questions concerning the userID/password, please refer to HelpDesk Portal,

through the following link www. esupplierconnect.com/support

3.1 Tips to unleash the full potential of the new application

• Browser recommended : Google Chrome;

• Deactivate the popup blocker for FCA sites;

• Don’t use the navigation arrows, or the refresh button of the browser while in change

mode on a structure;

• Don’t close the browser while in change mode on a structure;

3.2 CapMan Main Menu

Click on CapMan.

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Here after the main menu of the CapMan application:

Click on Volume Variance Tool.

Important: A dashboard will be automatically displayed for Suppliers “on board” (at least one Master Supplier

code on board associate to the supplier’s user ID). Please refer to Volume Variance tool – Dashboard for

further information.

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4. Volume Variance Tool

4.1 Variance Management

The side bar contains all the Master Supplier codes associated to the Supplier’s User ID (on board and not on

board).

Three indicators are available for each Master: ST in variance condition that must be managed by the supplier,

ST In Charge of FCA and ST that have been completely managed by the supplier.

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Selecting a Master Supplier Code the user can see the name of the supplier, the Master code and the Last

Requirement reference date (to indicate the Requirements used for the calculation of the variance).

The external user is also able to search by Master Supplier code or supplier name.

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4.1.1 Workload – Supplier On Board

Selecting a Master Supplier code and tab “Workload” the external user is able to see only structures in variance

condition.

For each structure the tool will display the following information:

Field Note Field characteristic Order by Filter

ST ID ST ID contains the Main FP ID the field is clickable Active Active

ST Desc. ST Desc. contains the Main FP description

Active Active

ST status ST status contains the status of the variance management (To Be Analyzed, Closed, In Charge of FCA).

Active Active

Weeks in Variance

Weeks in variance contains the total number of weeks in variance

Active N/A

FCA ST status OK, KO Active Active

FCA feedback FCA feedback contains the mandatory note required to the internal user

the first “x” characters will be displayed, with the mouseover it will be possible to view the entire note

N/A N/A

FCA Division FCA Division contains the perimeter (e.g. Vehicle, PWT, Maserati …)

Active Active

Number of supplier

Number of supplier answers contains the total number of answers inserted by

Max 3 answers Active N/A

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answers the external user to cover the entire time horizon

Rules Rules will contain the configuration applied by the tool to calculate the variance

the field will be clickable

N/A N/A

The following actions are available:

Actions Note Action details

Structure details Clicking on “ST ID” the tool will navigate to the ST details

Please refer to Workload – Structure Details for further details.

Report

Selecting a ST ID (one or more) and clicking on “Report”, the system will download the complete data for the selected structure. Clicking on “Report” without selecting any ST ID, the system will download the complete data for all supplier’s structures (also structures not in variance condition).

Please refer to Workload – Report for further details.

4.1.1.1 Workload – Structure Details

The user is able to see the following information:

Field Note Field characteristic

ST ID ST ID contains the Main FP ID the field is clickable


Weeks in Variance Weeks in variance contains the total number of weeks in variance

Component ID ID of the component (PN/FP)

the field is clickable; it is highlighted in red if the component is in variance condition

Component description

Description of the component (PN/FP)

Component type Type of component (FP “M”, “S”,”C”; PN)

Weekly Installed Capacity

The installed capacity could be modified directly in

the table. the field will be modifiable

Temporary Capacity

The temporary capacity could be inserted or

modified clicking on an available icon, directly in

the table.

the field (icon) will be clickable

Bubble Chart The bubble chart is available with the number of

components in variance per week.

Diagram Chart The chart will contain the comparison capacity-requirement and the delta for each week in the time horizon for the selected component.



Update Installed Capacity

The installed capacity could be modified directly in the table.

Please refer to Workload – Structure Details –

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Update Installed Capacity for further details.

Update Temporary Capacity

The external user will be able to select the weeks (single

or multiple) and insert the temporary capacity and the

mandatory note field.

The user will also be able to delete a single week or to modify the temporary capacity.

Please refer to Workload – Structure Details – Update Temporary Capacity for further details.

Data Update The supplier on board will be able to re-calculate the variance by updating the ST

Please refer to Workload – Structure Details – Data Update for further details.

Answers Clicking on “Answer” the external user will be able to manage the variance.

Please refer to Workload – Structure Details – Answers for further details.

Report Clicking on “Report”, the system will download the complete data only for the structure in analysis.

Please refer to Workload – Report for further details.

Let’s proceed using the ST “7804”.

Click on the ST ID “7804”.

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The user is able to see all the ST components (FPs and PNs). The ST components (FPs and PNs) are

represented in a “tree” structure.

The user is also able to see a bubble chart that represents the number of components in variance by week of

the time horizon.

The components highlighted in red are components in variance condition.

Clicking on the component ID the user is able to see the Diagram chart.

The diagram chart represents the comparison between the FCA requirements and the Supplier Capacity and

the delta calculation (Capacity-Requirements) by each week of the time horizon (26 weeks).

Let’s proceed using the PN 01350998080.

Click on the PN 01350998080.

Let’s check the Diagram Chart.

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The weeks in variance can be identified checking the Delta negative values.

4.1.1.2 Workload – Structure Details – Update Installed Capacity

The installed capacity can be modified directly in the table (the same rules applied by “Maintain Part Number Capacity” and “Maintain Family Process Capacity” functionalities, will be applied by the “Variance Management” functionality). Let’s proceed using the FP 7804.

The installed capacity is 120.

Change the Installed Capacity directly in the table and click on Enter.

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The system updates the installed capacity and shows a message.

Click on OK to close the pop-up.

4.1.1.3 Workload – Structure Details – Update Temporary Capacity

The external user is able to select the weeks (single or multiple) and insert the temporary capacity and the mandatory note field table (the same rules applied by “Maintain Part Number Capacity” and “Maintain Family Process Capacity” functionalities, will be applied by the “Variance Management” functionality).

The user will also be able to delete a single week or to modify the temporary capacity.

Let’s proceed using the FP 7804.

There’s no temporary capacity updated. It’s possible to say this because the icon is .

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Click on .

In the calendar there are all the weeks in the time horizon. Highlighted in red you will find the weeks in variance

condition.

It is possible to select a single week or multiple week clicking on the corresponding week number in the

calendar.

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It is also possible to select an interval of consecutive weeks. Click on the first week and , without releasing the

mouse button, swipe on the calendar till the last week that you want to select and release the mouse button.

Let’s proceed selecting from week 36 to week 39:

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Now insert the Temporary capacity value and the note field and click Insert

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Now it is possible to edit the temporary capacity and the note field for each specific week (if needed), and

eventually press on Confirm to save the temporary capacities:

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A success message is shown and the icon of the temporary capacity will be :

Important: Temporary capacity must be greater than or equal to “1”.

4.1.1.4 Workload – Structure Details – Data Update

The external user is able to update the variance calculation of a single structure clicking Data Update.

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This functionality will re-calculate the Variance considering the same FCA requirements and updated supplier

capacities (installed or temporary).

Important:

1) In case of new rules definition (updated by the internal user) the system will not take into account till the

next complete Volume Variance execution. For the re-calculation the rules will not be updated.

2) Only capacities update (installed or temporary) of components of a structure in variance condition involved

in the variance process will be considered. New components (PNs or FPs ) or removed components (PNs or

FPs ) will be considered in the volume variance fortnightly execution.

3) After the re-calculation, if the ST results completely not in variance anymore, the system will update the ST

status to “Automatically Closed” and will close the variance. The ST will be removed from the Workload list

and will be moved to the Automatically Closed list.

4) The “Division” will not be re-determined.

Let’s proceed using the ST 7807.

In order to check the re-calculation let’s insert a temporary capacity for the week 38 (Main FP 7807).

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This is the situation before the re-calculation.

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Click on Data Update.

A message will be shown when the re-calculation is completed. Click on OK to close the pop-up.

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This is the situation after the re-calculation.

The last structure reference date has been updated and the week 38 (Main FP 7807) is not in variance

anymore.

4.1.1.5 Workload – Structure Details – Answers

Clicking on Answer the user is able to check the weeks in Variance and decide the intervals (max 3) / solutions

to close the variance.

The answer screen will be as follow:


“calendar” with all time horizon weeks

The external user must selects one or more intervals (max

3), to cover the entire time horizon (this is mandatory!).

The entire horizon will be proposed by default.

Solution

The external user is able to select a solution and the required additional information:

1. OP1: NO extra cost → no additional information 2. OP2: Retooling → costs and timing 3. OP3: With extra cost → costs

(*)

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4. OP4: No feasible solution → no additional information

5. OP5: Error capacity data → no additional information

Cost Mandatory for Option 2 and 3

Currency Mandatory for Option 2 and 3

Combo box: • EUR • USD • BRL • CNY • POL • SRB

Timing (weeks) Mandatory for Option 2

Note Free note field

Attachments

The external user is able to upload/delete attachments

(limit 5 MB). The user will be able to download the Internal

user attachments but delete only the own files.

FCA note The external user will see in read-only mode the note field

managed by the Internal User.

(*) Possible solutions and details:

Solution Description Mandatory Additional Information

FCA feedback required Costs Timing

OP1 NO extra cost N/A N/A N/A

OP2 Retooling Yes Yes Yes

OP3 With extra cost Yes N/A Yes

OP4 No feasible solution N/A N/A Yes

OP5 Error capacity data N/A N/A N/A



History of Answers The external user is able to see the history of the answers. The history of answers will be deleted when the ST status will be “Closed”.

Please refer to Workload – Structure Details – Answers – History of Answers for further details

Save Save the answers and/or attachments

Copy answer Copy answer from previous “loop”, if present.

Please refer to Workload – Structure Details – Answers – Copy Answers for further details

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Important: When the user enters the “Answer” area, the system locks the Structure to prevent the

concurrency of more than one user working on the same Structure. The system will remove the lock

once the user will leave the “Answer” area.

The supplier will always be able to change the answers before FCA feedback. After FCA feedback (“OK” /

“KO”) the supplier will not be able to change the answers or modify the own attachments.

Let’s proceed using the ST 7807.

Click on Answer.

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In the calendar there are all the weeks in the time horizon. Highlighted in red you will find the weeks in variance

condition.

The external user must selects one or more intervals (max 3), to cover the entire time horizon (this is

mandatory!).

The entire horizon selection is proposed by default; to select a different interval click on the first week and ,

without releasing the mouse button, swipe on the calendar till the last week that you want to select and release

the mouse button.

Let’s proceed with the entire time horizon selection.

Click on Insert.

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Select an answer type, fill the mandatory fields, if necessary, and click on Save.

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The supplier will always be able to change the answers before FCA feedback. After FCA feedback (“OK” /

“KO”) the supplier will not be able to change the answers or modify the own attachments.

In this case, the FCA feedback is not necessary and the new ST status is Closed.

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Let’s proceed with multiple intervals selection using the ST 7809.

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Click on the first week and , without releasing the mouse button, swipe on the calendar till the last week that

you want to select and release the mouse button.

Let’s proceed selecting from week 36 to week 39.

After the weeks selection click on Insert.

So the same from week 40 to 52.

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Do the same from week 1 to 9.


The system creates 3 different intervals and the user must to select the answer type for each interval. fill the

mandatory fields, if necessary, and click on Save.

In this case, the FCA feedback is necessary and the new ST status is In charge of FCA.

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4.1.1.5.1 Workload – Structure Details – Answers – Attachments

The external user will be able to upload/delete attachments (limit 5 MB). The user will be able to download the

External user attachments but delete only the own files.

Click on to select the file.

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Select the file and click on Upload.

The system shows a message when upload activity is completed. Click on OK to close the pop-up.

Please note that is not necessary to click on Save to save the attachments.

The user is also able to download or delete only files uploaded by external users using .

4.1.1.6 Workload – Structure Details – Answers – Copy Answers

For structures in variance condition not in charge to FCA, the external user is able to copy the answers and

the attachments inserted in the previous loop.

The copied answers and attachments will overwrite any answers/attachments already entered by the external

user in the current loop.

The interval of the last answer will be modified to cover the new time horizon (the supplier will always be able

to change the answers before FCA feedback).

Let’s proceed selecting the Supplier Master Code 1500000254 and ST ID 4987.

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Click on ST 4987.

Click on Answer.

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Click on Copy Answers.

The system will copy the answers and the attachments, if present, inserted in the previous loop.

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Click on Save to confirm the copied answers.

4.1.1.7 Workload – Structure Details – Answers – History of Answers

The external user is able to see the Answers history (changes made during the same loop).

The history of answer screen will be as follow:

Field Note

Answer date

Progressive number

Week from Start period

Week to End period

Solution

Cost

Currency

Timing (weeks)

Supplier Note Free note

FCA status

FCA feedback

The history of answers will be deleted for the ST with status “Closed” when the next “loop” will be generated.

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Let’s proceed selecting the Supplier Master Code 1500000254 and ST ID 4984.

Select the ST ID 4984 and then click on Answer.

Click on Answers history.

The system shows the previous answers inserted by the supplier.

Click on to go back to the previous screen.

4.1.1.8 Workload – Report

Selecting a ST ID (one or more) and clicking on “Report”, the system will download the complete data for the

selected structure.

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Clicking on “Report” without selecting ST IDs, the system will download the complete data for all supplier’s

structures (in variance condition or not).

Let’s proceed using the Master Supplier code 1500003251.

Click on Report without ST selection.

The system generates an excel file.

The report is generated with STs in variance (e.g. ST 7804) and STs not in variance (e.g. ST 7803).

Please note that the report contains one or more structures of a single Master Supplier code.

The report contains the following fields:


Master Supplier code

Header

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Supplier name Header

Sector

Main Family process ID

ID of the Main FP

Cross Family Process

ID of the Cross FP, if present. Please note that only FP Cross that contains Sub FPs associated to the same Main FP will be considered.

Sub Family Process ID of the Sub FP, if present → the report will contain a column for each Sub FP tree level

PN ID Part Number ID

Component Description

Description of the component in analysis

Weekly installed capacity

Master data weekly installed capacity of the component in

analysis

% incremental capacity

% flexibility on weekly capacity (Temporary or Installed) →

new variance logic

Tot Call-Off Total of weekly requirements

these fields are repeated

for each week of the time

horizon

Temporary Capacity Weekly temporary capacity, if present

Actual Capacity Temporary Capacity, if present, or Installed capacity, increased by % flexibility, used to calculate the initial variance situation.

Delta capacity – Tot Call-Off

Delta value, if < 0, it will determine the initial variance situation

The user is able to analyze the entire structure and check the capacity value used to calculate the variance (installed capacity, temporary capacity, % incremental Capacity applied), and the requirements for each week of the time horizon.

4.1.1.8.1 Workload – Structure Details – Report

The user is able to download the same report considering an specific ST from the screen Structure Details.

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In this case, the system will consider only the specific ST to generate the report.

4.1.1.9 Notifications

Event Notification type Frequency

FCA Feedback OK/KO Single ST per email Real time

Only FCA Note Single ST per email Real time

The Notification will be sent to the e-mail addresses associated to the Master Supplier code (the same used by Supplier Monitoring Card).

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Only FCA Note

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FCA Feedback

4.1.1.10 Automatically Closed

The “Automatically Closed” tab contains STs that were “in charge of FCA” and have been closed because the

variance doesn’t exist anymore.

The tab also contains STs that were “To Be Analyzed” and have been closed because the variance doesn’t

exist anymore after the variance re-calculation activity.

Selecting a Master Supplier code and the tab “Automatically Closed” the external user will be able to see only

structures that have been automatically closed by the volume variance tool.

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Two kinds of STs automatically closed could be found in the list:

1) The tab “Automatically Closed” contains STs that were “in charge of FCA” and have been closed because

the variance doesn’t exist anymore.

2) The tab also contains STs that were “To Be Analyzed” and have been closed because the variance doesn’t

exist anymore after the re-calculation activity.

For each structure the tool contains the following information:


ST ID ST ID contains the Main FP ID the field is clickable Active Active


Active Active

ST status ST status contains the status “Automatically closed”

Active Active

Weeks in Variance

Weeks in variance contain the total number of weeks in variance

Active N/A

FCA ST status OK, KO Active Active

FCA feedback FCA feedback contains the mandatory note required to the internal user

the first “x” characters will be displayed, with the mouseover it will be possible to view the entire note

N/A N/A

FCA Function FCA Function contains the perimeter (e.g. Vehicle, PWT, Maserati …)

Active Active

Number of supplier answers

Number of supplier answers contains the total number of answers inserted by the external user to cover the entire time horizon

Active N/A

Rules Rules contains the configuration applied by the tool to calculate the variance

the field is clickable N/A N/A

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Actions Note

Answers details Clicking on “ST ID” the tool will navigate to the last answers details (attachments included); no history will be available.

Report Selecting a ST ID (one or more) and clicking on “Report”, the system will download the complete data for the selected structure. The selection will be mandatory.

4.1.2 Workload – Supplier Not On Board

Suppliers not “on board” are able to read-only some information, update installed and temporary capacities and download the available report. A supplier not “on board” is not called to answer with possible solutions to any variance and all structures in variance condition will always have the status "no answer required". Let’s proceed using the Master Supplier code 1500000103.

The supplier not on board can see the own STs in variance (the default rules are applied for the variance calculation). Click on ST 4878.

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The user can see the ST structure, can click on a component ID to see the diagram chart, can manage capacities update. The supplier not on board can download the ST report clicking on Report. Please refer to the following chapters for further information: Workload – Structure Details Workload – Structure Details – Update Installed Capacity Workload – Structure Details – Update Temporary Capacity Workload – Report

4.2 Volume Variance tool – Dashboard

The external user is able to search by Master Supplier code or Supplier name .

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The dashboard contains, for each master supplier code associated to the supplier’s user ID:

• Uncompleted PN: PN without capacity data or not assigned to a Main FP;

• Uncompleted FP: Sub FP not assigned to a Main FP;

• Number of ST: Number of ST “Main FP + Components” involved in the Volume Variance Process.

• Number of ST in variance: Number of ST “Main FP + Components”, involved in the Volume Variance

Process, in variance condition.

It’s possible to download the generated table clicking on Download:

Documents

Capacity Management System Volume Variance Tool