1Q 2015 IBM PCD
GUI Release
Presented by: WSP
Date: March 2015
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Agenda
• 1Q 2015 IBM PCD GUI
Release
• GUI Enhancements Overview
• Troubleshooting
• User Support Services and
Benefits of the Enhancements
Covered in further detail in this training packet:
• PCD Request Creation: New page with function mapped over, better performance. Also new function includes grouping function for CE. Allows multiple product families on a single PCD request.
• IBM Validation selection option enables the IBM requester to specify additional information for the WSP analyst to collect from the supplier.
• PCD Details Modification enhancement enables the IBM requester to modify details of an in-process request without requiring cancellation and recreation.
• Report Filter Criteria for PCD Refresh Request Type will allow reports to be executed with BAU Request Type, PCD Refresh Request Type or All.
Not covered in this training packet:
• PCD Transfer function helps IBM administrators to transfer PCD requests from one IBM user to another in the event the user changes positions or departs the company.
• Late Reason Ranking will improve data analytics for determining and alleviating the primary causes of Requests exceeding TAT. This change is related to the WSP Workflow application used by WSP ECT analysts for processing PCD requests on behalf of IBM.
• PCD Refresh functionality will enable IBM to process parts requiring an update of information. WSP initiated PCD refresh process.
Timeline
4• On March 23, 2015, IBM & WSP will release a new production version of the WSP PCD request GUI
• Functions and Enhancements included in the March release: redesign of PCD Request Creation Page, new function on request modification, new option to request additional information before validation and new search criteria in Status Reports
March 20 8PM EDT to March 22 6PM EDT
IBM PCD GUI will be offline for production deployment.
October 2014 February 2015 March 2015
March 17 – March 24, 2015
WSP and IBM will host 4 training sessions for IBM Internal Users on the changes within IBM PCD GUI after deployment.
February 27, 2015
IBM UAT Testing has been completed.
March 23, 2015
New Production version of WSP PCD request GUI will be released
October – February 2015
SIT & UAT on new IBM PCD GUI user functions and enhancements
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Overview of the New
PCD Request Creation
Page
New PCD Request Page
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1. Requestor will be the name of the person logged into IBM GUI.
2. Select Supplier Name from the dropdown list by typing until the name is visible. 3. Selecting the supplier name from the dropdown list will enable the Primary and
Secondary Supplier Contact fields.
Adding Supplier Contacts
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Manage Supplier Contacts
Clicking the “Add” button will display a data entry popup page for inputting contact information.
Adding Supplier Contacts
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1. Input the necessary contact information.
• Commodity, Contact Name and Contact Email are required.
Editing Supplier Contacts
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1. Select the record in the table you wish to edit.
2. Use the “Edit” button to update information related to a specific supplier contact.
Deleting Supplier Contacts
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1. To delete a supplier contact, select the record in the table to display the “Delete” button.
2. Click the “Delete” button.
3. After clicking the “Delete” button, click the “Yes” button to confirm. Once a contact is deleted, it will be removed from the supplier contact list.
Managing Workgroups
Manage Workgroups
1. Use this function to add users who will be able to access and manage your PCD request.
2. Select a user from the "Available Users" list and click the right arrow button, to add a
member.
3. Select the person in your workgroup from the "Selected Users" list and click the left arrow
button, to remove a member.
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1. This section is used to input the request details, which are incorporated into the validation of parts.
2. Two additional questions on the PCD request page are specific to the ECAT commodity user profile and are only visible to those specific users.
Note: This portion of the page is similar in look and functionality to the page currently in production including validation.
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• This section is used to add parts to the request. There are four options to use when adding parts:
1. Manual addition
2. Searching the database
3. File upload template without the Form # declared
4. File upload template with Form # declared (new for user IDs associated with AOP, Memory and Logic commodities within the WSP GUI)
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1. Manually type the parts that need to be requested and provide the following information:
• IBM PN • EC No
• Top Assembly • Supplier Part No • Comments
Note: When manually adding parts, a user must tab through all the columns in the row to create a new row for continuous part entry.
Note: To insure the last part in the grid is validated, the user will have to tab completely through the row until they reach a new blank row. If a new row is not visible when submitting the request, the last part will not be included in the request.
1. Click “Search DB” button
2. Enter a portion of the part number 3. Click “Search” button
4. Click checkbox next to each part to be added 5. Click the “Add to List” button
6. Selected PN/s will be added to the PN list
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1. Click the “Upload File” button
2. Click either the “Office 2003 (XLS)” or “Office 2007 (XLS)” button to download bulk upload template. 3. After populating and saving the template,
4. use the “Browse” and
5. “Upload” buttons to load the template. 6. Uploaded PNs will be added to the PN list.
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• Use of the file upload template with Form # declared is only available to user IDs associated with AOP,
Memory and Logic commodities.
• Template addition includes PCD Form # column for grouping parts that share the same material
content onto a single request.
• If PCD Form # is defined:
Maximum of 8 form #’s can be declared in a single 2003/2007 template upload. PCD Request(s) will be auto created.
PNs will be added to the Part Number Tab in accordance with the PCD form # grouping specified in the 2003/2007 upload template.
Prepopulated PCD forms will be attached to the supplier email as a zip file. Maximum of 4 forms per email due to email size limitation.
• Complete required fields: PCD form #, IBM PN and SPN.
• If the PCD Form # is not declared, the request and supplier correspondence will be manually
performed as previously.
A dropdown list selection is added
• The “Validate Parts” button will perform: duplicate parts check, part number verification, etc. • Rows will be colored as follows:
• Red – indicates an error and will not allow the request to be submitted (Validation Failed dialog) • Yellow – indicates a warning, but will allow the request to be submitted
Standard TAT for BAU is based on the commodity. For Refresh, default TAT is 30 days.
The IBM Requester may opt to validate all PCD forms that are part of the request prior to upload to eXplore by selecting this
checkbox.
Special TAT can be specified by selecting the
“Special” option and picking the desired due date from the calendar. Note: TAT has a minimum value of 5 days.
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1. After clicking the “Submit” button, a confirmation page will be displayed. 2. Click “Confirm” to submit or “Cancel” to cancel the request.
3. The “PCD Request Summary” page provides the user with an overview of the request created and allows filtering of the parts grid with a search textbox.
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Submitting the PCD Request
A notification email is sent to the requestor and his workgroup upon confirmation of the PCD request.
A notification email is sent to allotted WSP analyst.
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IBM Validation Enhancement – Option to Request Additional
Information
Allows user to request additional information upon performing IBM validation
without rejecting the PCD.
1. Click “My PCD Requests” menu
2. Click “Requests Awaiting IBM Review” tab
3. Click PCD Request No. link
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IBM Validation Enhancement – Option to Request Additional
Information
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1. Click “Review PCD” link and scroll down to the comment section of the PCD Details
Summary page.
2. Enter a comment detailing additional information requested e.g. FMD, MSDS, test report,
etc.
3. Click the “Request Additional Information” option
4. Click the “Submit” button to send an email with details of additional information needed
to the WSP Analyst.
IBM Validation Enhancement – Option to Request Additional
Information
Added comments can be seen in the Activity Log History.
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PCD Request
Details
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1. Click “My PCD Requests”.
2. Click the “My Open PCD Requests” tab.
3. Select the form from the PCD Request No. column in table. 4. Click the “Modify PCD Request” link.
Note: PCD details can be updated if the request is open and a PCD form has not been received and validated. Details can not be edited if the request is closed.
Editable request details:
• Requestor prefers to validate PCD results • Assembly Containing Battery
• Cable Assembly • Vendor Logo Product • PCD Update Request • PCD TAT
Not shown:
• Is Lead expected to be reported in
solder? (applicable to ECAT only; conditionally hidden)
• Designed By (applicable to ECAT only;
conditionally hidden)
These fields are editable and follow the same validation rules as the PCD Request Creation page.
This functionality allows user to modify specific request details instead of cancelling the request when there is a discrepancy between the PCD request and a supplier's submitted PCD.
For open requests, the following details can be changed:
*Assembly Containing Battery *Cable Assembly *Vendor Logo Product *PCD Update Request *Is Lead expected to be reported in solder? *Designed By
*Requestor prefers to validate PCD results *PCD TAT
Validation logic is also applied in modifying the request:
• Design by (IBM) – only visible when Assembly Containing Battery is No
• Cable Assembly – only visible when request is for CABLES and MECHS
• Is Lead expected to be reported in solder and Designed By – only visible to ECAT users
• PCD TAT date – can only be adjusted forward from the previous date entered
Before clicking the save button, please verify and review the details modified.
After clicking save button, you will see a message that the “PCD Details Updated Successfully.”
Automated email notification is sent to the requestor, workgroup and the allotted WSP analyst informing them of the changes.
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A comment will be logged on the Activity Log History.
Access the Activity Log History by going back to the PCD request page.
Scroll down until you see the Activity Log History Section
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PCD Type Criteria
for Reports
This functionality allows user to filter generated reports based on PCD Type: BAU, Refresh and All. The PCD Type criteria were added to the “PCD Status Reports”, “PCD Report” and “Supplier Management Report” reports. These are available to users with a “normal” role.
PCD Status Reports
PCD Report
Supplier Management Report
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1. Click the “PCD Status Reports” link. 2. Select PCD Type: All, BAU, Refresh 3. Specify date range.
4. Click “Search” button. Result can be exported to an excel file.
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1. Click the “Reports” link. 2. Specify date range.
3. Select PCD Type: All, BAU and Refresh. Populate the other fields “Requestor Name”, “Supplier Name” and “Commodity” depending on your requirements for the report.
4. Click “Search” button. Result can be exported to an excel file.
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1. Click the “Reports” link. 2. Click “Supplier Management Report” link.
3. Select PCD Type: All BAU Refresh 4. Specify date range.
5. Click “Generate” button. Result can be exported to an excel file.
PCD Type Criteria for Reports – Supplier Management
Report
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Troubleshooting
• What to do if there is a Script Time
out?
To resolve script timeout issues in Firefox, follow these steps:
1) Make sure you have the latest version of the Java Runtime Engine install on you computer i.e., Windows 7 64-bit, etc. Go to: http://java.com/en/download/
2) Open Firefox browser and enter “about:config” in the address bar. 3) Click the “I’ll be careful, I promise!” button.
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To resolve script timeout issues in Firefox, follow these steps:
4) Enter “script” in the Search field and press enter key on your keyboard. 5) Double click the “dom.max_script_run_time.
6) Enter 150 into the text field and click OK.
7) Close your browser, open a new browser and login to the WSP GUI to perform tasks.
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User Support Services
and Help Desk
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Site Link:
http://pcd-supplier-support.com/index/Supplier/Home
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Chat with a WSP
representative for real time response/support.
Report an issue and WSP will respond through email.
Leave your contact number and WSP will call you.
1. Click the Get Help tab on any page of the GUI located on the right margin of the page 2. Select preferred option for correspondence
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Summary
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The 1Q 2015 GUI Enhancements include:
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PCD Request Creation Page
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IBM Validation
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PCD Details Modification
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PCD Type Criteria for Reports
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PCD Refresh
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PCD Transfer
All Users please note:
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Deployment of the GUI Enhancements will begin at 8 pm EDT on Friday,
March 20, 2015 – users will not be able to access the GUI at this time until
deployment is complete
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The system will be back up at 6 pm EDT on Sunday, March 22, 2015
Contacts
45Leslie Mae De Leon
Team Lead – IBM Project Manila, Philippines
+63 (917) 858-9377
Teresa Visto
Projects Team Lead Manila, Philippines
+63 (917) 859-0146
Amy Couch Schultz, PMP
Vice President/QA Officer Pennsylvania, USA
+1 (412) 352-5714
Bryan Walz
Practice Leader- Digital Colorado, USA
+1 (720) 482-3618
WSP
IBM
Mary Beth Fletcher
Project Manager – IBM WSP Project USA
+1-845-433-5648
Jeff Lagler
Project Manager – IBM WSP Project (Back-up) USA
+1-240-912-4947
Jackie Adams
CoE Senior Technical Staff Member and Chair USA
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