USER MANUAL

In the Contact Info tab, you can enter the address of the supplier and set the supplier’s time zone.

- Addresses -

If you using WebEDI with your supplier you can enter the WebEDI´s suppliers Main Address, Invoice Recipient, Delivery Recipient and Goods Recipient.

- Economics -

In the Web EDI Economics, you can enter your supplier´s Vat No, Payment Account Type and/or Payment No 1 & 2. This information can be used as information on printout PDF Purchase order and/Invoice.

Here you can enter if you have a special information about your supplier. This information can be showned in the PipeChain Customized web for both VMI and WebEdi process.

The Calendar tab contains the calendar of this supplier – non-working days and business hours.

If the supplier has PipeChain, the information is entered by the supplier and sent to you via data exchange. This Calendar can be edit both in the PipeChain by the customer or in the Web by supplier. For editing the Calendar just click on Name besides the Calendar Name.

For more information on the calendar see the Calendar Detail.

This tab contains information that allows your PipeChain to find the supplier’s PipeChain. Without this information you cannot perform a data exchange with the supplier.

Server Resource – this field must contain the address of the supplier’s PipeChain server or – if the communication takes place across firewall's – of the supplier’s firewall.

PipeChain Version – this field displays the currently installed version of PipeChain.

- Dial Up Connection -

Use Dial Up Connection - this checkbox must be checked if you are using a modem instead of a direct Internet connection to access the supplier’s server (whether you are connecting over the Internet or directly to another modem). The fields below the checkbox must be filled out with the appropriate values.

We recommend a direct Internet connection for optimum performance.

This tab lists all the agreements that you have with this supplier. (All your delivery agreements with all suppliers can be viewed in the Inbound Delivery Agreement Overview screen).

You have one delivery agreement with the supplier for each product (or Product Variant). It is the supplier who actually edits the delivery agreement – if it is an SMI agreement.

If you double-click on an agreement, you open Inbound Delivery Agreement Detail screen, where you can view the details of that agreement. For explanations of the fields in this tab, see the description of that screen.

If you right-click on a row in the list of delivery agreements, you open a menu where you can choose the following commands:

Sort By - Opens a submenu where you can choose how to sort the list items.

View - Opens a submenu where you can choose how to manage the view/columns and show all columns.

Export - Export the view to Html or to Excel.

Analyze - If you choose this command, PipeChain analyzes the agreement to see if the values are well adapted to your actual outflow etc. The result is shown in a dialog box as soon as the analysis is complete.

Generate Inbound Delivery Suggestion - If you choose this command, PipeChain will generate inbound delivery suggestions for this supplier and product. The Inbound Delivery Suggestion Detail screen is opened automatically after the suggestion has been created.

Suggestion Generation Strategy - Shows a dialog where the Suggestion Generation Strategy can be changed.

Generate and Send Delivery Forecast for this Delivery Agreement - Generate and send a Delivery Forecast for this product only to the supplier.

Set Inventory Responsible - Change of Inbound Delivery Agreement between SMI and non-SMI

If the Supplier is of the Supplier Type "Has WebAccess to This PipeChain Supply" it is possible to change between SMI and non-SMI responsibility. The change can be initiated by the Customer for non-SMI agreements and by both parties for SMI agreements. The other party can accept the (suggested) change and can also reject the (suggested) change.

To initiate the change from the Customer:

The customer user goes to the Inbound Delivery Agreement screen and selects / clicks "Set Inventory Responsible". In the dialog the customer user chooses "Yes".

The agreement now shows up in the WebAccess as red. Also a Message is created in the Message Log and can be sent to the Supplier. The supplier web user goes to the Outbound Delivery Agreement Overview screen. If the agreement is not visible the supplier web user may sort on the column "SMI Status" to see the agreements that needs to be changed. The supplier web user goes to the Outbound Delivery Agreement Detail screen for the Agreement and clicks on the button "Set Inventory Responsible" and then clicks "Yes".

To initiate the change from the Supplier:

The supplier web user goes to the Outbound Delivery Agreement Detail screen and clicks "Set Inventory Responsible". In the dialog the supplier web user chooses "Yes".

The agreement now shows up in the Supply Standard client as red. Also a Message is created in the Message Log and can be sent to the Customer. The customer user goes to the Inbound Delivery Agreement screen. If the agreement is not visible the customer user may sort on the column "SMI Status" to see the agreements that needs to be changed. The customer user selects / clicks "Set Inventory Responsible" and then clicks "Yes".

Delete Suggestions - Delete all suggestions for this product for the current supplier.

The Duration Meters screen displays a Duration Meter for each one of your Own Buckets (each product or product variant that is defined in PipeChain). However, if more than one supplier is supplying you with the same product, one Duration Meter is shown for each supplier, and its color concerns only that supplier’s share of your stock of the product.

If you double-click on a Duration Meter, you open the Own Bucket Detail screen for that product.

If you right-click on a Duration Meter, you open a menu where you can choose the following commands:

Sort By – opens a submenu where you can choose how to sort the Duration Meters.

Inventory Chart – opens an inventory chart for the product in question.

If you place the mouse cursor over a Duration Meter, a hovering tool tip window will open with a summary the information about your stock of that product. (Note that if more than one supplier is supplying you with the same product, it is that supplier’s share of your stock that is shown in the window).

If you click once on a Duration Meter, the bottom section of the window will show data for this product. (Note that if more than one supplier is supplying you with the same product or Product Variant, it is that supplier’s share of your stock that is shown in the window).

Buttons

Notes - click on the button and you will se special notes for own product. This Notes comes from settings in the Own Bucket Detail screen.

Update Inventory Warnings – if you use this command, PipeChain will update the status of all the buckets in this screen, as of this moment.

Colours

Red meter: A red Duration Meter means that your stock of a product is not enough to last the Critical Time . This could be because something has gone wrong in the communication between you and your suppliers via PipeChain Supply, or because a supplier has had some type of problems. You must act right away to minimize the risk of shortages – e.g. arrange for an emergency shipment.

Yellow meter: A yellow Duration Meter means that your stock of a product is not enough to last for the Safety Time . When you have taken care of any products with red meters, you should check on the products with yellow meters next.

Green meter: A green Duration Meter means that the stock of a particular product is satisfactory.

Blue meter: A blue Duration Meter means that the stock of a particular product is will last longer than the Max Time The maximum stock cover time you want to have stock of a certain product.. You might want to take a look and see if the settings in PipeChain Supply could be changed so that your stock level can be lowered, and storage space is not taken up unnecessarily.

A Duration Meter is a graphical representation of your need for replenishing the stock of a product. For a description of the Duration Meter,

This tab lists all deliveries in progress from this supplier, i.e. SMI deliveries that the supplier has confirmed, plus all non-SMI suggestions and ditto deliveries including deliveries to other Sites in your Business.

If you double-click on a row, you open the Inbound Delivery Detail screen, where you can view the details of that inbound delivery. If the delivery is to another site a dialog box will show up and you have the possibility to Change site or Go to the target screen in this site.

The Receipt Time field turns yellow if the delivery has been shipped but not received, and the receipt time is in the past. The Receipt Time is shown in the Site's Time Zone, with a tooltip showing the Supplier's, the Site's and the User's Time Zone.

The Shipment Time field turns yellow if the delivery has not been shipped yet and the shipment time is in the past. The Shipment Time is shown in the Supplier's Time Zone, with a tooltip showing the Supplier's, the Site's and the User's Time Zone.

If you right-click on a row in the list of inbound deliveries, you open a menu where you can choose the following commands:

Sort By - Opens a submenu where you can choose how to sort the list items.

View - Opens a submenu where you can choose how to manage the view/columns and show all columns.

Export - Export the view to Html or to Excel.

Recalculate - Recalculates the shipment and receipt time for the delivery suggestion. The command is only enabled if the status of the inbound delivery is suggestion.

Change Time - Shows a dialog where the Shipment Time and Receipt Time for the delivery can be changed.

Generate Order - Creates a Purchase Order. The order will list the delivery suggestion you right-clicked on plus all other suggestions with the same shipment time or belonging to the same blanket order (depending on the setting under Replenishment Order A VMI order generated by PipeChain. in the Own Business screen and Order Generating Strategy in the Supplier Detail screen. The command is only enabled if the status of the inbound delivery is suggestion.

Add to Order - Adds the selected delivery suggestion to an order. The command is only enabled if the status of the inbound delivery is suggestion.

Remove from Order - Removes the selected delivery suggestion from the order to which it belongs. The command is only enabled if the status of the inbound delivery is suggestion and the suggestion is tied to an order.

Confirm - Confirms the delivery suggestion. The command is only enabled if the status of the inbound delivery is suggestion and the suggestion is tied to an order.

Allow Order Change - Defines if the order may be changed or not.

Register Reception - Registers that you have received all or part of the quantity of the delivery. This command has the same function as the Register Reception button in the Inbound Delivery Detail screen.

Cancel Delivery - Cancels the delivery. Cancel is only allowed if the delivery has not yet been shipped.

Start.. - it is possible to set the delivery to start manual to separate from i.e. Confirmed. This i useful in a production unit where you wish to have control manually.

Inventory Chart - Opens the Inventory Chart for this Supplier / Product. Note that the current delivery's Receipt Time is "marked" in the Closing Inventory Chart with the date bold and in the Continuous Chart with a faded blue line.

Show Notes - Opens the Notes window if there are any Notes for this delivery.

The History Tab compares a plan on a date with x plans before and x plans after (x is configured in the bottom of the screen "+/- plans"). The Plans displayed are both the Demand Plan (Flow Model or Flow Meter) and the Delivery Plan (suggestions and deliveries). The starting Date will be today - the number of days in the "Initial Plan Offset". The Delivery Plan is not generated on closed days. The Demand Plan is, however, still generated. The +/- Plan is default 3days. The Initial Plan Offset is default -3days.

The interval between the plans compared can be day, week or month ("Y-Level"). The data for the plans can be summed on daily, weekly or monthly level ("X-Level").

If there are one or more customers are using or one or more supplier are suppling this product it is possible, by checking the check box "Customer"/"Supplier" to show both the Customer Demand Plan and Delivery Plan and Supplier Demand Plan and Delivery Plan.

The Plans are saved every time a Supplier and Customer Delivery Forecast is sent out - or if the Delivery Forecast is not sent out, at the first suggestion generation process of each day.

SnapShot - The date and time when the Plan was saved.

Balance - Balance updated on product.

Last R(eported) Bal(ance) - Last reported balance on product.

Tot(al) Q(uanti)ty - The total quantity for all periods shown in demand plan.

Backlog - See definition below

Transit Q(uanti)ty - See definition below

Periods - The quantity in the plan on the period date at the Snap Shot time.

Zero values are not shown.

Printscreen

An increase in the plan from the previous day will colored blue and a decrease will be colored yellow.

If there is no data available the background will be a darker gray.

Backlog definition

- deliveries with status Confirmed and shipment time before snap shot time are included in backlog quantity.

- deliveries with status Partial Shipped and shipment time before snap shot time are included in backlog quantity.

Transit Qty definition

- deliveries with status Shipped are included in transit quantity.

- deliveries with status Partial Shipped, in the case when “Shipped quantity” is used, are included in transit quantity.

If using “Shipment Time” as Net Demand Type then backlog on delivery plan is defined as that all not finished deliveries with shipment time before snap shot time are considered as “backlog” deliveries.

If using “Receipt Time” as Net Demand Type then backlog is the same as before.

Colors

- Blue color shows when the demand is increased from former demand plan.

- Yellow color shows when the demand plan/ supplier plan is decreased from former demand plan/supplier plan.

Tabs

- Long Term

see explanation above

- Short Term

Day (Inbound) shows suggestion on specific time

Printscreen

The Total Outflow tab sums the total Demand for a Supplier (Flow Models) for several Sites for a product. For the product to be summed it must either have the same Product Id at the Sites or at the Supplier.

If selecting an earlier day than today, then will data be fetched from demand history. If there exist several demand plans for selected day then will the first plan be used. A new column displaying date and time for the plan will be added. This will be done in field History SnapShot Time.

New column to the left of SnapShot Time always shows the accumulated quantity of one year ahead from today.

The Data Exchange tab lists the most recent data exchanges with the supplier in question.

Each row shows information about the most recent data exchange of that type. There is one row for each type of data exchange (Normal Exchange, Total Exchange, Check Connection and Get Deliveries). Note that each type of data exchange is displayed here only after a data exchange of that type has been performed at least once.

If you double-click on one of the rows, you open the Supplier Data Exchange Detail screen.

Data Exchange Type – each row represents one type of data exchange. There are four types of data exchanges: Total Exchange, Normal Exchange, Check Connection and Get Deliveries.

Data Exchange Result – this field shows the result status of the data exchange in question.

Note If the result status is Running when you access the screen, you need to refresh the screen to see the result of the data exchange.

Start Time – this field shows the time when the data exchange in question was begun.

if you click on one of the buttons, you start a data exchange with the supplier. There is one button for each type of data exchange.

In the Groups tab, the supplier can be added to various supplier groups. If you usually work with just a limited group of suppliers, you can add those suppliers to the same group and then set the filter to show only suppliers who belong to that group.

The left-hand field shows a list of all existing supplier groups where the supplier is not a member. The right-hand field shows all the groups where the supplier is a member.

Add the supplier to a group by moving the group ID from the left field to the right, using the buttons between the fields.

The groups are created in the Supplier Group Detail screen. If you want to add more than one supplier to the same group, you can do it in that screen.

The Web User tab lists the users that can access information concerning this supplier via a Web browser. It is only possible to view Web Users belonging to the sites that the current user is privileged to see.

User Id – the Id of the user

Site Id - The Id of the site that the user belongs to

Site Name - The name of the site that the user belongs to

To allow a new Web user access to PipeChain for this Supplier, click on the New Item button .

Select the user. Note that the users must first be defined in PipeChain (User Detail screen) and have a Profile that allows at least Guest Privilege in the WebSupplier module in the current Site before they can be selected in the drop-down menu.

In the Partner Agreement Tab you will find all agreements between this supplier and the suppliers customer. The supplier could have more than one agreement with its partner but must have at least one. For more detail about the partner agreement double click on a row and you will enter Partner Agreement detail screen.