Order Status Tool Guide - Login : Juniper Networks · ORDER STATUS TOOL Order Status Tool (OST) is a tool to enable the tra cking of the shipment & delivery of sales orders placed

Order Status Tool Guide External Users

January 2016 Juniper Restricted Confidential – Partners / Distributors Only

ORDER STATUS TOOL GUIDE - CONTENTS

• Tool Overview

• OST Tabs

• Order Details

• Shipment Details

• Invoice

• Exporting Data

• Glossary of Terms

• User Access

• Support

ORDER STATUS TOOL

Order Status Tool (OST) is a tool to enable the tracking of the shipment & delivery of sales orders placed on Juniper by direct customers, direct partners and distributors, who have a direct financial relationship with Juniper. Orders for partners (indirect) bought through distributors will be tracked by the distributor, not the indirect partner.

OST has real-time data & can be used to track orders from the point of scheduling to delivery to the location requested by the partner/distributor based on the order’s INCO terms (eg. Cross-dock location / distributor warehouse etc.). Products shipped from Contract Manufacturing locations will show BOTH legs of the shipment on OST (eg. CM to Juniper cross-dock, cross-dock to INCO term location (eg. distributor warehouse).

OST can be accessed by approved representatives from the above organizations, and selected Juniper employees.

NOTE: Where this document refers to Customer, it refers to Juniper’s customer ie. Distributor / Direct (DVAR) Partner / Direct Customer purchasing directly from Juniper (not the End Customer)

ORDER STATUS TOOL – Transition from Legacy to New Tool

• Many details about an order, which in the past were only available at the header level, are now available at the line

level (e.g. Holds and Estimated Delivery Date)

Line Level

Detail

• An Order Status of Shipped indicates a shipment has been packed out but is not yet in motion until the Delivery

Number is visible in the OST

• Delivery Number will now be visible on the Shipping Details tab indicating the shipment is in motion

Delivery

Number

• Serial numbers are available on the Shipping Tab once the order has shipped. They can also be accessed through the

export feature, once the order has shipped. Serial Numbers

• The new OST delivers real time data from SAP

• The new OST has much richer set of data, more advanced search capabilities, and extract functionality OST Dataset

• The legacy OST will be available until 3/31/2016 to view orders that were complete (Invoiced) as of 12/31/2015.

• Orders booked but not completed (invoiced) as of 12/31/15, will be in both the legacy OST and the new OST.

• SAP Sales Order numbering will be different than Oracle so it will be easiest to look up orders by the Customer PO

number.

Transition to New

OST

ORDER PROCESSING - Stages

Purchase Order

Submission

N/A

Sales Order created

upon booking into

Juniper System

OPEN

Order has been

scheduled for delivery

SCHEDULED

Order has been

prepared for shipping

or is in transit

SHIPPED Invoice is generated

INVOICED

OST – HOME PAGE

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2

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1. Order Queue: Indicates how many

orders are in your queue. The

most recent 200 orders are pulled

but the maximum visible on the

Order List Screen is 50 orders at a

time. At the bottom of the screen

there is a link to move to the

Ne t 50 . Filters will search all

orders (not just the latest 200).

2. Export: Each screen has an Export

button which enables you to

export the data on that screen. To

Export select lines, click on the

white box on the far left of the

line, then Click Export. To export

all, leave the white box

unselected.

3. Each line has a drop down with

additional information. The

Expand All will show all drop

downs for all orders on this screen.

4. Special View: To navigate to other

tabs click on the Special View drop

down and select the desired tab.

You will automatically be taken to

that tab. Additionally, you can

simply click on the Order Details

button to go to the Order Details

Tab for that order.

4

Any Customer identifiable information has been intentionally hidden.

OST – SWITCHING VIEWS

To view either the Order Details, Shipment Details or Invoice Details, click on the Special Views drop-down and then select the appropriate one


OST – HOME PAGE

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4

1. Search: An expanded Search

feature is new to OST. Now Users

can search by a wide variety of

parameters.

2. Order Status: Order Status is

now visible at both the header

and line level. Possible values for

Order Status are: Open,

Scheduled, Partial, Shipped,

Hold, Cancelled. A Order Status

of De-committed will be added

post go-live.

3. HOLD Status Pop-Up: The HOLD

status is a live link, when

pressed a pop-up box appears

outlining which holds are

currently in place.

4. Order Value: Order Value on the

Home Page now includes the

currency. When exported the

currency populates its own

column for easy sorting by

currency.

2

3


OST – SEARCH & FILTER OPTIONS

1. Search by Dropdown Box: offers

a list of options you can search

by

2. Filter by Dropdown Box: allows

you to filter your results by To

and From dates for Order Date

or Shipped Date

3. Search by Hold Reason: requires

a secondary Search by option

based on the specific Hold

Reasons

4. Search by Order Type: requires a

secondary Search by option

based on the specific Order

Types

5. Search by Order Status: requires

a secondary Search by option

based on the specific Order

Status

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5

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2

OST – ADVANCED SEARCH

1. Advanced Search: By

selecting Advanced

Search from the Home

Page, an Advanced

Search pop-up box

appears to provide you

with more powerful

search capabilities

1


OST – EXPORT DATA

1. Line Selection: If you

wish to export only a

subset of your

Search/Filter results, you

can pre-select them prior

to exporting

2. Export: Select the Export

button after applying any

desired Search by and/or

Filter by criteria

3. Export Options: You may

select to Export all orders

from your Search/Filter

results or to Export only

those hi h ou e pre-

selected

4. Export to CSV: After

selecting either Export all

or E port # “ele ted rows, click on the Export

button, and a csv file will

download to your system

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OST – HEADER INFORMATION

1. Header Information: All tabs in

Order Status Tool contains the same

header information.

2. Additional Header Fields: Most

significant is the addition of the End

Customer Name and the Inco Terms.

The latter is especially useful when

Customer use more than one Inco

Term

3. To move between tabs select from

this section

1

2

3


OST – ORDER DETAILS TAB

1. The Order Details Tab now

provides several new date

fields and status at the line

level. See the Glossary of

Terms for definitions.

2. Additionally, line items within

a bundle, display with the

Parent at the 1000 level and

children at the incremental

level – 1001, 1002 etc..

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1


OST – SHIPMENT DETAILS TAB Order Type: Premium Bundle, FCA-DC,

Complete Delivery: N

1. Note - on an Order for a Premium

Bundle the line numbering reflects

the esti g of o figured systems within the bundle.

2. Delivery Number- visibility of the

Deli er Nu er DN . The DN signifies the shipment is in transit

and can also be found on the

packing list and ASN. The DN and

the ASN are triggered at the same

time for the corresponding transit

leg.

3. S/Ns: Once the shipment is in

transit the serial numbers become

visible in OST and can be exported

via the Extract feature on this

screen.

4. New Fields: Ship Qty, Shipped

Value, ETA (Estimated Time of

Arrival). See Glossary of Terms.

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2

1


OST – SHIPMENT DETAILS TAB

1. 2nd Delivery Number: On Orders with

Inco Terms of FCA-DC, the 2nd

Delivery Number (DN) will appear

once the Customer Carrier picks up

the shipment. The 2nd ASN is also

triggered at this time. NOTE:

Currently, a workaround is in place

for customer carrier name – we

insert E peditors and the name of

the departure point. This

workaround enables Juniper to

populate the Custo er Carrier s tracking number when provided

e e if e do t ha e the arrier name.

2. Actual Delivery Date (POD): This

field is new and provides the date

the delivery is actually made to the

ship-to location. NOTE: once the POD

populates the ETA field becomes

blank. The POD triggers Invoice

creation.

1

2


OST – SHIPMENT DETAILS TAB

1. Complete Delivery = No: When an Order is Complete Delivery = No, Juniper will ship the Order to meet the

soonest deli er date to the Custo er s I o Ter lo atio NOTE: Customer = Distributor / Direct (DVAR) Partner / Direct Customer purchasing directly from Juniper (not the End Customer)

2. Complete Delivery = Yes: When an Order is Complete Delivery = Yes, Juniper will ship in order to meet a single

deli er date to the Custo er s I o Ter location

3. Sourcing from Multiple CMs: When the Order is sourced from multiple plants, best effort is made to coincide all

the shipments to the single delivery date. Variances in this process may cause one shipment to POD prior to the

others on the same Order. In this case, OST will show a POD for one part of a multi-plant order and Complete

Deli er = Yes, hile other ship e ts o the sa e order ill still sho ETA si e the ha e ot et POD d.


OST - INVOICE DETAILS TAB

1. Invoice Number,

Date & Payment

terms are shown


Glossary of Terms

Term Definition Where is it used/visible?

ASN - Advanced Shipment Notification

Advanced Shipping Notice - Juniper to Customer

notification that goods are in transit.

• OST

Complete Delivery This term replaces legacy Oracle terminology of

Partial – Yes/No. It indicates whether the Customer

is willing to accept a shipment of some but not all

line items (Complete Delivery = No) or requires the

shipment to have all lines items in it (Complete

Delivery = Yes)

• Sales Order

• OST

Contract Manufacturer Manufacturer • OST

CRDD - Customer Requested Delivery Date The actual date on the PO in which the customer

has requested the product to arrive at their

incoterm location

• Purchase Order (PO)

• Sales Order (SO)

• OST - Order Details Tab

CDD - Committed Delivery Date The date in which we commit to the customer that

product will arrive at their incoterm location

• Order Acknowledgement (OA)

• Change Order Acknowledgement (COA)

• OST – Order Details Tab

Note: Customer = Distributor / Direct (DVAR) Partner / Direct Customer purchasing directly from Juniper (not the End Customer)

Glossary of Terms

Term Definition Where is it used/visible?

DN - Delivery Number The Delivery Number is created in SAP as a trigger for

shipping activities and also serves as an internal

reference number used by Logistics.

• ASN

• Packing List

• OST

End Customer The business or entity that will ultimately receive the

materials on an order.

• OST – Order List Tab, Header on all

other tabs

ETA – Estimated Time of Arrival The esti ated date of arri al at Custo er s i oter location. Defined as - Delivery Created Date (from CM)

+ Transit Time based on Sale Order Route which is

determined based on Ship-To, Ship-From and Incoterms

• 1st ASN on Order with FCA-DC, DDP or

DAT Inco Terms

• OST – Shipment Details Tab

Incoterms Worldwide standards for transportation commerce that

defines who pays costs of freight, duty, loss, and

ownership transference

• Distributor / DVAR Partner / Direct

Custo er s PO

• Sales Order

• OST – Header on all tabs

POD - Proof of Delivery Date Confirmation sent by the freight forwarder, carrier or

ship-to party upon receipt of goods. The POD triggers

an Invoice to be generated for the shipment.

• OST – Shipment Details Tab

Note: Customer = Distributor / Direct (DVAR) Partner / Direct Customer purchasing directly from Juniper (not the End Customer)

Order Status Tool – URLs / Web Browsers

New OST URL: https://www.juniper.net/ost/ Legacy OST URL: https://partneros.juniper.net/orderstatus/index.aspx

Legacy OST system will be available to view until March 31, 2016 No updates will be made after December 31, 2015

Web Browsers Supported • Firefox

• Chrome

• Safari

• IE9 or above

https://www.juniper.net/ost/


https://partneros.juniper.net/orderstatus/index.aspx

OST Links on Partner Portal

The Partner Portal offers a jump page for

Partners to access both the New and Legacy OST

How to Get Access to the OST

Access Request

• To gain access to Juniper Networks numerous tools and resources as an authorized support customer

and/or Juniper Advantage Partner, the external User must create an online user a ou t o Ju iper s Partner Center

• The external User must go to: https://www.juniper.net/entitlement/requestAddlResources.do

and select Create a A ou t and follow the instructions provided

• O e a User s Part er Ce ter a ou t is set up, se d e ail to [email protected] to

request OST access

External Users

https://www.juniper.net/entitlement/requestAddlResources.do

mailto:[email protected]





SUPPORT

For support or access issues, please contact:

[email protected]






ORDER STATUS - Definitions

Status Definition

OPEN Order has been booked into Order Management system

SCHEDULED Order has been scheduled for delivery. Once scheduled the customer will receive a

committed delivery date (CDD)

SHIPPED o When the Order “tatus is “hipped , the ship e t is eing prepared for shipping

o When Order Status is Shipped AND there is a Delivery Number on the Shipment

Details tab then shipment is in transit.

INVOICED Order s i oi e has ee ge erated

HOLD Order has been booked but has been placed on Hold for various reasons.

PARTIAL Order has been booked and a subset of total order has or will be shipped

Remaining part of order is either on hold or scheduled to be shipped at a later date

CANCELLED Order has been cancelled

ORDER STATUS - FAQs

Question Answer

How do I access the new Order Status Tool? • Use your existing OST logon ID and password here: https://www.juniper.net/ost/

M order ooked i De e er ut I did t get a schedule date. Which OST should I look in?

• All orders that booked in 2015 but were not scheduled will be visible in the new OST.

When I am using the Search function is there a

ild ard s ol I a use?

The * character is the wildcard which allows you to search when you only know part of the

search name. For example:

• Ju iper* ould pull results that egi ith Ju iper

• *Ju iper ould pull results that e d ith Ju iper

• *Ju iper* ould pull results that ha e Ju iper a here ithi that field

How do I know my order has shipped and is

actually in transit?

• When Order “tatus is “hipped AND there is a Deli er Nu er o the “hip e t Details tab – the order is in transit.

• Whe the Order “tatus is “hipped ut there is NO Deli er Nu er the order is being prepared for shipping, but it is not yet in transit.

When will I get the tracking number for my

shipment?

• Whe the Order “tatus is “hipped a d a Deli er Nu er is isi le, a Tra ki g # ill e available o the “hip e t Details ta he Ju iper s arrier is utilized.

How do I know when my shipment will arrive at

my Inco term location?

• The ETA field on the Shipment Details tab is intended to tell you the Estimated Date of

Arrival that the Inco term location.


Documents

Order Status Tool Guide - Login : Juniper Networks · ORDER STATUS TOOL Order Status Tool (OST) is a tool to enable the tra cking of the shipment & delivery of sales orders placed