INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger –...

28
INTRODUCING THE NEW NDR+ On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – [email protected] Training material available at http://www.te.com/training . N D R + Building bridges between systems

Transcript of INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger –...

Page 1: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

INTRODUCING THE NEW NDR+On-Line Meeting and Conference Call Access Code 4785953#

Deb Salinger – [email protected]

Training material available at http://www.te.com/training .

NDR+

NDR+

Building bridges between systemsBuilding bridges between systems

Page 2: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

Over a year ago we heard you state that NDR was too complex!!We drafted designs…

We asked your opinion….You provided feedback….

We are proud to say that the New NDR+ has been completed.

Page 3: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

AgendaAgenda

• The New NDR+ – Overview of the TE Process– How this saves time

• New Functionality in RFQ2.0– Automated data entry– New TE NEDA Form– Data Requirements– New Screens

page 3

Page 4: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

The NDR+ ProcessThe NDR+ Process

• A globally consistent process for NDR

• Eliminates 90% of the manual processes today

• Increasing information by incorporating NEDA form into RFQ2.0

• Automated processes to speed information and reduce waste

• Incorporated SFDC for the DMM/DAE to drive the new NDR+ process

• Interfaces built between multiple systems reducing internal process

time and a focal point for information

• Enabling increased collaboration between Sales and Distribution and

between Sales and Pricing

Page 5: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

How is this SAVING YOU TIME?How is this SAVING YOU TIME?

• Entering required information on the front end saves email and calls

• No longer a need to enter a ‘registration number’ you receive from

Sales

• More coordination between TE Sales and Channel BEFORE a quote

is generated to:– Answer questions

– Gather more information

• Eliminates duplication of NDR

• New “status” field in RFQ2.0 identifies if the NDR is with Sales

• Provides information on partially completed items and those still

under review

• TE Sales notified immediately of a NDR request – faster service

Page 6: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

•Divider Slide TitleNew Functionality in RFQ2.0

page 6

Page 7: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

There are Three (3) Options Provided to Enter NDR DataThere are Three (3) Options Provided to Enter NDR Data

1. MORE AUTOMATED

• The Channel can maintain a copy of the new TE NEDA form in their system. When

requesting a NDR, the completed TE NEDA form can be uploaded into RFQ2.0. TE

will extract the data from the spreadsheet and populate the RFQ2.0 screens. The

user only has to validate data and submit the NDR.

2. MANUAL – On-line

• The new NDR+ request incorporates the information from the TE NEDA form on-line.

This information can be filled in on RFQ2.0 providing TE Sales and Pricing with

additional/critical information. All information should be completed.

3. EDI

• The process also has the ability to accept a XML message (EDI) to te.com. TE would

receive the message, pre-populate the information into a suspended RFQ2.0 NDR. The

user only has to log on to validate data and submit the NDR.

If interested in this process, please advise your Sales Person for more information.

Page 8: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

Completing the NDR+ begins in RFQ2.0Completing the NDR+ begins in RFQ2.0

•RFQ2.0 is the TE site for quotes and special price requests. •The NDR is enteredby the distributor.•He/she is responsiblefor providing ALL relevant informationto TE regarding the new Design request. •The more information provided to TE,the faster responseswill be received.

Page 9: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

Under Request a Quote – Request NDRUnder Request a Quote – Request NDR

Click onRequest a Quote

and SelectNDR.

Click Continue

Page 10: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

The NEDA form WAS manually communicatedThe NEDA form WAS manually communicated

No longer a Need to request

A registrationNumber –

Saves time

Page 11: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

New RFQ2.0 Functionality for NDR+New RFQ2.0 Functionality for NDR+

Pop-up screen allows download and upload of new TE NEDAform.Uploading a completedNEDA form will auto-populate the RFQinformation…Only need to validate data on-line.

Save time! Save keying!

Providing TE with more information.

Page 12: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

Download the NEDA FORM – a Excel VersionDownload the NEDA FORM – a Excel Version

Upload to auto-populate RFQ2.0 and validate data.

When downloading save in the format provided, do not change file format.

Page 13: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

NEDA Form Download – All areas in Blue should be completed

Page 14: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

The form has space for 50 part numbersThe form has space for 50 part numbers

Page 15: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

NEDA Form also On-Line for Manual EntryNEDA Form also On-Line for Manual Entry

All sections should be completed to provide TE with all information to complete the request.

Page 16: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

Project Information is critical dataProject Information is critical data

Required information will show a Red *.

System will show if information is not completed.

Drop down calendar assists with dates.

Page 17: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

New Customer Results Screen – Side by SideNew Customer Results Screen – Side by Side

Page 18: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

New Status – “NDR Review” = Information with SalesNew Status – “NDR Review” = Information with Sales

Page 19: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

Status on Inquiry ScreenStatus on Inquiry Screen

Example of one part approved and in-process with pricing. Another part rejected in SFDC by Sales person with comment.

Comments from TE Sales

after his/her review

Page 20: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

Validate Data and ContinueValidate Data and Continue

Page 21: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

After Validation You May Add Other AttachmentsAfter Validation You May Add Other Attachments

If you had multiple parts, uploading the NEDA form in the beginning would have filled in all part information for you. If you have other attachments they can be uploaded at this point in “Attachments”

Page 22: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

You will receive your quote number and track your request in Quote InquiryYou will receive your quote number and track your request in Quote Inquiry

Page 23: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

Status will show immediately in your review screenStatus will show immediately in your review screen

NDR Review – Request is with Sales for review

In Process – Request is with Pricing Team

Completed – Request has been completed

Page 24: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

Quotation eMail Received with Quote NumberQuotation eMail Received with Quote Number

Page 25: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

The New NDR+The New NDR+

THANK YOU FOR YOUR ATTENDANCE!

QUESTIONS????

Please direct any additional questions to either your TE Sales person or you may contact:

Deb Salinger @ [email protected]

Training material is available at www.te.com/training

Page 26: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

STOPSTOP

• Stop here, remaining slides are for Asia Pacific Distributors only.

Page 27: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

New Results Screen - Enter Sales Person NameNew Results Screen - Enter Sales Person Name

Enter Channel Sales Person Name - Distributor is Required to enter the Sales Persons name who is working with them on the design. Easy Search on name is provided for APAC Distributors.

Page 28: INTRODUCING THE NEW NDR + On-Line Meeting and Conference Call Access Code 4785953# Deb Salinger – dsalinge@te.comdsalinge@te.com Training material available.

Example - New Results Screen - Enter Sales Person NameExample - New Results Screen - Enter Sales Person Name

Enter last name of the TE Sales person you are working with on the design.

Pop-up provides those Sales People with that last name. Select correct person.