Supplier Portal Quality Notification · Quality Notification THIS DOCUMENT IS THE PROPERTY OF UTC AEROSPACE SYSTEMS. YOU MAY NOT POSSESS, USE, ... Only select “Very High” for

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UTC Aerospace Systems Proprietary – ECCN: EAR99

Title Supplier Portal Quality Notification

Document Number SP-QN

Author Brenda Roberts Liz Hobaica Tom Bianchi

Version 2

Publish Date June 25, 2015

Last Revised Date April 20, 2016

Standard

Work Instruction

Supplier Portal

Quality Notification

THIS DOCUMENT IS THE PROPERTY OF UTC AEROSPACE SYSTEMS. YOU MAY NOT POSSESS, USE, COPY OR DISCLOSE

THIS DOCUMENT OR ANY INFORMATION IN IT, FOR ANY PURPOSE, INCLUDING WITHOUT LIMITATION, TO DESIGN,

MANUFACTUR OR REPAIR PARTS, OR OBTAIN ANY GOVERNMENT APPROVAL TO DO SO, WITHOUT UTC AEROSPACE

SYSTEMS’S EXPRESS WRITTEN PERMISSION. NEITHER RECEIPT NOR POSSESSION OF THIS

DOCUMENT ALONE, FROM ANY SOURCE, CONSTITUTES SUCH PERMISSION.

POSSESSION, USE, COPYING OR DISCLOSURE BY ANYONE WITHOUT UTC AEROSPACE SYSTEMS’S EXPRESS WRITTEN

PERMISSION IS NOT AUTHORIZED AND MAY RESULT IN CRIMINAL AND/OR CIVIL LIABILITY.



Table of Contents

1. PURPOSE .............................................................................................................. 3

1.1. Description of Standard Work ................................................................................................. 3

2. DOCUMENT CONTROL ........................................................................................ 3

2.1. Ownership ............................................................................................................................... 3 2.2. Version Change Log ................................................................................................................ 3

3. PROCESS .............................................................................................................. 3

3.1. Flow Diagram .......................................................................................................................... 3 3.2. Procedures .............................................................................................................................. 4

4. EXCEPTIONS TO THE STANDARD WORK ....................................................... 22



1. PURPOSE

1.1. Description of Standard Work

The purpose of this Standard Work Instruction is to describe the steps required to create a Quality Notification in SNC, View QNs in SNC, and Open and Closed QNs in SNC.

Quality Notifications (QNs) offer a platform for quality collaboration between suppliers and their customers. Suppliers can use Quality Notifications to provide details about defects observed in manufactured or subcontracted materials. The QN is an indication to the customer that certain actions and reviews need to take place in regards to the defect prior to shipment. The QN contains detailed information about the defective occurrence based on predefined codes, such as defect code types that describe the nature of the defect, as well as an attachment template in which the supplier provides further details, such as root cause and corrective action. The customer, UTAS, provides a final disposition. Depending on the nature of the final disposition, actions to resolve the defect may be the responsibility of the supplier or customer.

2. DOCUMENT CONTROL

This section outlines document revision history.

2.1. Ownership

Organization: UTAS Department: Supplier Response Center Contact: Supplier Response Center

2.2. Version Change Log

Version Number Date Author Reviewed By Change Description

Version 1 06-25-2015 Brenda Roberts

Lee Setter

Initial release

Version 2 4/20/16 Liz Hobaica / Tom Bianchi

Changes After Go Live

3. PROCESS

3.1. Flow Diagram

Intentionally blank



3.2. Procedures

Supplier Clicks on Quality Notification on the Portal under Quick Links

Supplier navigates to Quality -> Create Quality Notification

Supplier is brought to the Create Quality Notification Screen.



Supplier clicks on the “New” Button.

A dialog box opens requesting if they really want to create a new document. Select yes. Supplier chooses the Reference Document type for which the QN is being created. This example is being created in reference to a PO.



A dialog box will appear. The supplier can use search criteria to locate the exact PO number if known. Otherwise, supplier can search by product/material, ship from/to locations etc. Supplier selects “Start Search”.

A list of POs is displayed. Highlight the PO for which the QN is being created against. Select “OK”

The PO number and line item number are carried over in the ‘Reference Documents’ section. The Product and Product Description are automatically populated.



Supplier can also look by Product number and then search from a reduced list of PO’s for the correct PO. Supplier does not need the PO to publish, but it is recommended. Input the Complaint Quantity. This is total number of nonconforming pieces.

Click the ‘Unit of Measure’ (UoM) field. A dialog box appears. Select the appropriate UoM. Select “OK” Note: Do not enter information in the following fields: Customer Batch, Supplier Batch and Serial Number. Include this information in the QN template. If information is populated in these fields, it will cause the QN to fail transferring into UTAS’s SAP system.



Enter the Defect Items. Select the ‘Code Group’ field. Click the square prompt on the right. The total number of Defect Items should match the total number of line items that is submitted on the QN excel template (i.e. if you have two line items, the Defect Items should be two line items).

Supplier has the ability to filter for a particular Code Group. To do an open search, select “Start Search”.



User is presented a list of Code Group options. Choose the appropriate Code Group and select “OK”.

The selected Code Group is carried over. The Defect Code Type is auto populated as well as Code Group Description. Supplier can enter a short description (<30 character) for each line item defect listed. Enter the BP location in this Description field. You will put the BP location/Specification in the QN Attachment excel form.



Enter the number of defects for the Defect Code Group type. The Number of Defects is the total number of Defective Pieces for that line item (i.e. if you have 3 nonconforming pieces, it should be 3 pieces, not 1 since its one line item). Supplier has the ability to enter in additional defect line items in this table if necessary.

Supplier enters number of defects for that line item.



Navigate to the Subject tab.

Enters a ‘Priority’

Only select “Very High” for AoG or line stop. Supplier enters a ‘Subject Code’. When selecting a ‘Subject Code’ the ‘Subject Code Group’ field will auto-populate as well. Supplier must enter an End Date. Please note that on average it takes 30 days for a QN to process through closure so please select an appropriate End Date. Selecting that day is an unrealistic date. Selecting a date prior to the Start Date will make the QN fail. The end date must be a date in the future.



Enter a short text description for the overall QN.

Additional long text notes can be documented in the New Note field. (This is not a required field). Only use this field when updating a QN after it is open, this is to let us know what you changed on the QN.



Select “Publish”

Select “Yes”

Verify that the QN has been published successfully.

Once the QN has been published, the supplier will upload the following attachments:



1) Standard QN Document (excel file) – will be available on the Supplier Portal under Quick Links. This document provides further details of the Non Conformance. The document will look similar to the below:

2) Attach any other objective evidence necessary (i.e. photos, certs, etc).



To initiate the upload process, the supplier will select “Upload Attachment”. Please note that it takes 5 minutes for the QN to process from the portal to the internal system. During this processing time, the Upload Attachment button does not work and the supplier will receive an error message to “Wait 5 Minutes.” If the error persists after 5 minutes, email [email protected] with screen shots so we can troubleshoot the issue.

Select “Browse” in to locate the file.

mailto:[email protected]



Supplier will enter a short description of the uploaded document.

Select “Upload”, then Click “OK” to exit the dialog box.

The QN will undergo review by UTAS. When the QN has a final disposition the QN status will be updated to Completed. NEW means Open, COMPLETED means Closed.

Supplier will navigate to Quality -> Quality Notification Overview screen.



Select “Define New Query”

In the Select Object type screen, click “Next”.

In the Maintain Criteria screen, scroll to the bottom and select “Next”.



To finish the query, type your query name in the ‘Enter Query Description’ field. Select “Finish”.

You can now select the “Show Quick Criteria Maintenance.” You can choose to search by New or Completed depending on the type of QN you would like to view. Click “Apply” to choose. When already in this field, click the “Refresh” button on the bottom right to update whatever query you are viewing.



When you search in the Quality Notification Status field, a dialog box appears. There are 5 choices of statuses. The three most common are DV – Draft (when you saved but not Published a QN), NW – New (any open QN), and CP – completed (closed QN)

For search for closed, select CP and then Ok.

In the active queries list, choose your ‘QN No.’



On the Quality Notification Details Screen, the status is ‘Completed’. Supplier can review the details of the final disposition in the official UTAS document that is attached to the QN. To view the document, select “Download Attachment”.

A dialog box will appear. Highlight the row you want to review. Select “Display”

Review the details/instructions of the final disposition.



If the know the QN you wish to review, you go to the Quality Notification Details tab under Quality.

Enter the QN No and click Go.



This will open the QN details for that specific QN. You can Change any open QN from here by clicking on the Change button or click on Download Attachment to view a closed QN disposition. If you need to Change a QN that is open, go to the QN and click the “Change” button In the Change field, you can only Add Additional Line items. If you require changing a QN quantity or adding information to a line item, update the QN template and send an email to [email protected].

4. EXCEPTIONS TO THE STANDARD WORK

None.

mailto:[email protected]