E2Open Supplier Training

A guide to show you step-by-step instructions to navigate through

the SPX E2open Web-based Order Management System

2

Thank You for Participating

Thank you for partnering with SPX and agreeing to use the E2Open Web-based Supply Chain Management Portal.

The new solution changes how SPX provides Discrete Orders to your organization and how SPX receives your Order Responses, Advance Ship Notices, and Invoices.

Key Advantages in using this tool: Streamlines the procure to pay process with an exception

management approach Synchronizes and automates the order management process

with timely end-to-end visibility Reduces errors, lowers inventory levels and improves delivery

performance

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Getting Started with Logging In

Upon the Agreement with SPX you will receive two emails from donotreply@e2open.com. The first email will give you the web address and

user ID The second email will contain a temporary password

Note: If you do not receive either email please check your spam account prior to contacting e2open_help@servicesolutions.spx.com

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Logging into E2Open

The first time you log in you will be prompted to answer a challenge phrase and change your password. Follow the steps as prompted.

Note: Remember the security question and answer because it will be needed if you forget your password

Web Address: https://spx.e2open.com

User ID = Your Email Address

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Getting Started

Click on the Picture to take you to the

next screen.

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Terms and Conditions

Step #1: Use scrollbar to move to bottom of

document

Step #2 : Select Accept

Step 3: Click OK

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Collaboration MenuCollaboration Menu (Navigation Tree)

This session will help you navigate through any process that you will need.

oMy Workspace: Shows you a Dashboard view. Current Order Summary, Supply Issues, Supply Network Order Summary and Problems

–Order Mgmt : Navigates you to everything that is needed to process orders, shipments and invoices

+Discrete Order: View, Maintain and Print Purchase Orders

+Shipment: View, Create and Submit an Advance Shipping Notice (ASN)

+Invoice: View, Create and Submit an Invoice

NOTE: Blanket Order and Blanket Release Order Types are not Currently Active

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My Workspace

Note: Anything that displays in blue can be viewed in more detail.

Click on My Workspace to access a summary of your

data

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Select Help for more instructions to personalize or access additional navigation applications throughout E2Open.

NOTE: Be aware that any personalized default filter will affect your totals; and therefore, exclude records based on the filter you applied if it is not removed

Click Help

My Workspace continued

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Refreshing My Workspace

NOTE: You can view the Last Refreshed date above; to obtain the most recent information click refresh.

Displays the last time updated

Click Refresh to update the page

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User Preferences -Email AlertsTo navigate to your User Preferences:

– My Profileo User Preferences

NOTE: This function allows you to turn on the P.O. alert feature which will now send you an email when SPX issues a new order or sends a change to an existing order. Please turn on your email alert today in E2Open! See the next pages for details.

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Email Alerts

Check this Box to Enable Email

Alerts

Make sure you are on the Collaboration Preferences tab

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Email Alerts

Select New Discrete Order Alert – sent immediately after P.O. is received in E2Open

New/Opened Discrete Order Alert – sent daily as a reminder of action to be taken

Click on the Alert Subscription tab

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Order Management Summary

To navigate to the Summary of your orders:

–Click on Order Mgmt

–Click on Discrete Order

oClick Summary

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Note: You may search by any of the above fields to obtain a summary of a specific order or customer item

Must display discrete order

Click on the blue # that correlates to the desired Status

Order Management Summary continued

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Order Management Summary continued

After clicking the correlating status in blue you will view a list of all the orders in the “status” you requested

Example: Click on “New” status number…

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Note: Change and Accept Order, or Reject Order (see preceding slides for more details)

Maintaining from this view…

Multiple Orders or Lines (Accept Only):1. Use the scroll bar at the bottom of the list to navigate to Promise Date and Promise

Qty (See next slide for example)

2. Review Promise Date and Promise Quantity. If acceptable select the boxes on the left to indicate the orders to be processed and click Accept. (See slide 26 for more details)

ORSpecific Orders:Click on any specific Order Number to view, maintain, or print the order (refer to future slides)

Order Management Summary continued

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--Example of the Promise Date and Promise Qty after you have scrolled.--

Select this box to indicate the order to

be processed

Multiple orders can be selected to be processed simultaneously using the Accept Order button when no changes are necessary on the Purchase Order Line

Note: Change and Accept Order and Reject Order require Supplier Comment before processing.

Order Management Summary continued

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Order Management Search

To navigate to a specific order:

–Click on Order Mgmt

–Click on Discrete Order

oClick Search

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--You may search by any of the fields below to find a specific order--

Order Management Search

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Managing PO

Click on Line Attachments to view Drawings, AML, or Purchasing Notes

Scroll over to view Buyer Comments and/or add Supplier Comments; Make changes to

Promise Date or Promise Quantity and to view Ship To

Address

Click to Print PO

--Example of the different options within this screen.--

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To make changes to the PO, you must first select the state that you want to work within.

•New : order(s) that have never been modified and REQUIRE SUPPLIER ACTION•Open : order(s) that have been modified and REQUIRE SUPPLIER ACTION•Accepted : order(s)s that have been accepted•Accepted with Changes : order(s) that have been accepted with changes•Supplier Rejected: order(s) need to be modified or cancelled

Managing POContinued

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Once the state is selected, scroll over to the right side to view Promise Date and Promise Quantity and make changes if necessary.

Managing POContinued

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Continue to scroll to the right to view Unit Price. If pricing is different, see slide # 28 to learn how to Reject pricing.

Managing POContinued

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Order Status Action Summary

There are three ways to submit an order back to SPX Accept Order

• If you agree to ALL the criteria in the fields given click Accept Order

Change and Accept Order• If you need to make a change to the Purchase Order you need to use Change and

Accept Order. (Promise Date and/or Promise Quantity only)

Reject Order• If you are not able to accept the Unit Price or are unable to fulfill the order click Reject

Order

--Continue for further detail on each action--

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To Accept Order

If you agree to ALL the criteria in the fields given click Accept Order

•Including but not limited to: Promise Date, Promise Qty, and Unit Price•When you are certain, click on Accept Order to submit

•This action updates back to the SPX Purchase Order systematically without the Buyer interface (automatic acknowledgement)

•This action moves the status from Open to Accepted in E2OpenNote: Multiple lines can be selected to be processed simultaneously using the Accept Order button when no changes are necessary on the Purchase Order Line

Click on Accept Order

To Select the Order or Multiple Orders click on the box

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To Change and Accept Order

If you have to make a change to the Purchase Order you need to use Change and Accept Order. (Promise Date and/or Promise Quantity only)

•Supplier Comments are recommended for this action. Click on the Supplier Comment field to create your comments.•Once change(s) are final you click Change and Accept Order to submit.

•This action requires the buyer to review the change(s) and make corrections to the order

•The PO will be sent back to E2Open in the Open state once the buyer reviews accepts the change(s) in their system

Click on Change and Accept Order

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To Reject An Order

If you are not able to accept the Unit Price or are unable to fulfill the order click Reject Order

•Supplier Comments are required for this action. Click on the Supplier Comment field to create your comments to state the reason why it is rejected before you Reject Order

•This action requires the buyer to review and make corrections to the order or cancel the line

•The PO will be sent back to E2Open in the Open state if it needs to be reviewed again or it will appear in the Cancelled status if it was cancelled.

Click to Reject Order

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Other Order Status’

Cancelled Order line has been cancelled by SPX Order status can not be changed

Closed Order is shipped and received After 5 days order is moved to Closed status Order status can not be changed Invoices can not be created once in a Closed status

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ASN – Advanced Shipping Notice

Collaboration Menu– Click Order Management

– Click on Shipmento Click Create Shipment

Note: Creating an ASN will send a notification to the SPX Purchase Order System notifying SPX that the product has shipped. You may use your current packing list and labels or print the ASN from E2Open to include with your shipments.

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Creating an ASN

Step 1: Check for Discrete Order

Step 3: Click Search

Step 2: Enter PO #

You may search by any of the fields above to find Order Number to create the ASN. Multiple order numbers can be on an ASN.

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Creating an ASN Continued

Under ASN Line Items – fill in the fields that are applicable. •Example: Shipped Quantity, Packing List #, etc.

•Fill in Carrier Reference Number with the Tracking #•Click on Create Shipment

Use the scroll bar to find all applicable fields.

Note: Use your own Packing List Number

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Creating an ASN Continued

This message will appear after you have created the ASN

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Viewing and Printing the Completed ASN

Visit the Collaboration Menu: –Click Order Management

–Click Shipment oClick Summary

Enter Shipment Number shown

previously

Click Search

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Viewing the Completed ASN Continued

To expand and view the ASN in detail click on the blue Shipment Number

Reminder: Anything that shows in blue can be viewed in more detail.

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Viewing and Printing the Completed ASN Continued

--Example of the Complete ASN--

Print Option

You only need to use these buttons if you add information later or to send more information

(we do not require this)

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Creating an Invoice

Collaboration Menu– Click Order Management

– Click on Invoiceo Click Create Invoice

Note: Once you create the Invoice it is sent automatically to SPX Accounts Payable for processing. No additional paperwork needed.

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Creating an Invoice Continued

Step 1: Check for Discrete Order

Step 3: Click Search

Step 2: Enter PO #

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Creating an Invoice Continued

Step 1: Replace Invoice Id with your invoice number

Step 2: Invoice Type must be Debit

Step 3: Enter Shipped Quantity and Verify Unit Price in this section.

Step 4: Create Invoice

Note: It is imperative you review Unit Price and Shipped Quantity before clicking Create Invoice

If Direct Delivery Order: Shipment Cost, Tracking and Ship Date are Mandatory

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Creating an Invoice Continued

This message will appear after you have created the Invoice

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Viewing the Completed Invoice

Visit the Collaboration Menu: –Click Order Management

–Click InvoiceoClick Summary

Click Search

Enter Invoice Number shown

previously

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To expand and view the invoice in detail click on the blue Supplier Invoice Number

Reminder: Anything that shows in blue can be viewed in more detail.

Viewing the Completed Invoice

Continued

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--Example of Complete Invoice--

Note: Printing an invoice from E2Open is currently not available

Viewing the Completed Invoice

Continued

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Contact Information

If you have problems accessing the website or navigating, please contact the SPX Helpdesk at:

Email: E2open_help@servicesolutions.spx.com Phone:

Diane Halla at 507.455.7365 Ivy Brase at 507.455.7251

Thank you for participating! Thank you for participating!