1.0 boeing procurement systems scp enabled · pdf file1.0 boeing procurement systems scp...

Boeing Usage Guide-GSCP.doc 7/5/2011

Boeing Usage Guide - General Supply Chain Platform (GSCP)

Exostar Helpline

Exostar Customer Loyalty Representatives:

email [email protected]

Exostar, LLC. 13241 Woodland Park Road Suite 400 Herndon, VA 20171

Tel: 1-703-793-7800 Fax: 1-703-793-7962

1.0 Boeing Procurement Systems SCP Enabled Transactions

The following Site/System(s) are connected to the Exostar exchange and utilizing the below transactions:

Systems Sites PO POR POC POCR Invoice Planning

Schedules

Long Term Planning

Schedules

Invoice Response

ASN Supplier Contact Name

BDS - NWP Common

Boeing.El Segundo.NWP-IDS

Boeing.Fort Walton.NWP-IDS

Boeing.Houston.NWP-IDS

Boeing.Huntsville.NWPci-IDS

Boeing.KennedySpaceCenter.NWP-IDS

Boeing.Long Beach.NWP-IDS

Boeing.Mesa.NWP-IDS

Boeing.OklahomaCity.NWP-IDS

Boeing.PhantomWorks.NWP-EOT

Boeing.Puget Sound.NWP-BCC

Boeing.Richardson.NWP-

Long Beach, Huntington Beach, Seal Beach, El Segundo, Irvine, Palmdale, Mesa, San Antonio, El Paso, Wichita, Oklahoma City, Huntsville, St Louis, Springfield, Fort Walton Beach, Houston, Kennedy Space Center, Heath, Herndon, Chantilly, Annapolis Junction, Boeing Services

For non-

deliverable items only

mailto:[email protected]


BSC

Boeing.San Antonio.NWP-IDS

Boeing.Seal Beach.NWP-IDS

Boeing.So Cal.NWP-IDS

Boeing.St Louis.NWP-IDS

Boeing.Virginia Ops.NWP-IDS

Boeing.Wichita.NWP-IDS

Company (BSC), Boeing Capital Company (BCC)

BDS - NWP Philadelphia

Boeing.Philadelphia.NWP-IDS

Philadelphia

BDS - NWP Puget Sound

Boeing.Puget Sound.NWP-IDS

Puget Sound

SSG – SSPN

Boeing.Enterprise.SSPN-SSG

SSG

BCA – ERP

Boeing.Puget Sound.BAAN ERP-BCA

Puget Sound

BCA – Lawson

Boeing.Dallas.Aviall-BCA

Aviall

BCA – ERP

Boeing.Salt Lake City.BAAN ERP-BCA

Salt Lake City

BCA – CINCOM

Boeing.Winnipeg.CINCOM-BCA

Winnipeg

BCA – TPS II

Boeing.Long Beach.TPSII-BCA

Long Beach

BCA – PCOS

Boeing.Puget Sound.PCOS-BCA

Puget Sound

VTT

Boeing.Validation Transaction

All


2.0 Account Validation

The electronic account validation process sends a test purchase order for the supplier to confirm the account, supplier name and address combination via the purchase order response function (accept or reject).

It is possible the supplier may not receive a test purchase order or may receive multiple test orders as each Boeing site and system combination have the option to send a test purchase order or validate manually.

3.0 Purchase Order Responses (POR) Purchase Order Change Responses (POCR)

If your response is anything other than „Accepted‟ or „Completed‟ please contact the Procurement Agent or Supply Chain Analyst listed on the PO.

NOTE: The data on the POR and POCR Boeing receives contains the PO header status, buyer note, and the user name. It does not include promised dates if a new requested delivery date has been entered on the PO line or individual PO line status.

4.0 Technical Information and System Requirements

Click on the following URL for Exostar System Requirements and technical information: http://www.myexostar.com/myexostarOneCol.aspx?id=396

http://www.myexostar.com/myexostarOneCol.aspx?id=396


5.0 Boeing Invoice Usage Guide

Not all Boeing systems accept invoices. Please refer to Section 1.0

6.0 Supplier Administrator Responsibilities

Supplier is invoiced annually based on usage. Invoices are emailed to the administrator on record at Exostar. Service suspension will occur if invoices are not paid by the due date indicated on the invoice. The primary cause of account suspension is due to Exostar not having current administrator information. It is critical that:

The Administrator is current at Exostar. Continuity of administrator privileges is critical for account maintenance.

The Administrator notifies Exostar with any changes to the Administrator role.

7.0 Acronyms

ASN Advance Ship Notice

BCA Boeing Commercial Airplanes

BDS Boeing Defense Space & Security

ERP Enterprise Resource Planning

NWP Networks Procurement

PCOS Purchase Control Online System

PO Purchase Order

POC Purchase Order Change

POCR Purchase Order Change Response

POR Purchase Order Response

SCP Supply Chain Platform

SSG Shared Services Group


SSPN Shared Services Procurement/Payables Network

TPSII The Purchasing System

VTT Visibility Tracking Tool

BDS Specific Instructions

BDS - Common NWP Specific Instructions

Long Beach, Huntington Beach, Seal Beach, El Segundo, Irvine, Palmdale, Mesa, San Antonio, El Paso, Wichita, Oklahoma City, Huntsville, St Louis, Springfield, Fort Walton Beach, Houston, Kennedy Space Center, Heath, Herndon, Chantilly, Annapolis Junction, Boeing Services Company (BSC), Boeing Capital Company (BCC)

Standard Terms and Conditions text will not display on the SCP PO or POC. Only the Term and Condition number, Term and Condition Category, and any variable text will display.

The PO and POC will display the Boeing External Web address for locating the text for standard Terms and Conditions.

BCA Specific Instructions

Supply Chain Platform - TPS II - BCA Transactions viewed by Supplier as Web PO

Long Beach - BCA Specific Instructions

The TPSII/WebPO is an Internet based Boeing procurement application used by Boeing Commercial Airplanes (BCA) procurement agents in Long Beach Commercial Aviation Services (CAS). LB CAS began the use of Exostar‟s Supply Chain Platform (SCP) with the SCP platform in late October 2003. SCP and TPSII/WebPO will run in parallel until such time as all LB CAS suppliers have transitioned to the use of SCP. That is, for a while suppliers will receive the same purchase contract (i.e. purchase order or purchase order change notice) from


SCP and TPSII/WebPO. Suppliers are requested to view and respond only to the SCP purchase contract.

LB CAS has implemented SCP utilizing the PO, POR, POC and POCR transactions only. Response to a LB CAS PO/POC can only be received by LB CAS at the header level (not at each individual line item). Follow these steps to accept a full order:

Login to SCP

In the "General Information" section of the purchase order header, select "Accepted" in the "Status" field.

Click on "Send Document" on the top of the page

A message indicating your order has been sent to the customer will be displayed. The LB CAS Exostar Account Code is "Boeing. Long Beach.TPSII-BCA". The Boeing account code incorporates the letters "TPSII -BCA" so that suppliers can easily identify orders from this procurement system.

This following section provides information pertaining to Purchase Orders (PO) and Purchase Order Changes (POC) sent from TPSII/WebPO to SCP.

PO/POC Field Labels SCP field labels (field names) are generally consistent with the field names on WebPO orders generated by TPSII and sent to the supplier via the Internet. However there are some differences in terminology.

The table below lists the TPSII field labels/names appearing on WebPO, and the corresponding SCP PO/POC field name. Table subsections (such as "Party Information") correspond to section names shown on the on-line version of the SCP order.

SCP PO/POC Field Name

WebPO Traditional Field Name

Notes

Purchase Order Purchase Information – Order Number

SCP identifies the Purchase Order number.

PO Date Purchase Information - Contains the PO date and default time of 5:00


Order Date PM Pacific time

Change Order Purchase Information – Order Date

Contains the Change Order number.

CO Date Purchase Information – Order Date

Contains the PO date and SCP default time of 5:00 PM Pacific time

CO Number Revision Number

Party Information



Notes

Buyer Buyer Site – Buyer Name, Address, Buyer Mail Code

Contains Site name and address

Bill To No corresponding field Contains the Bill to address

Ship To Ship To Instructions Contains the ship-to address, including Gate Number and relative cross-street location. Other: Default to N/A

Billing Contact No corresponding field Not Applicable.

Shipping Contact No corresponding field Not Applicable.

Buyer Contact Buyer Site – Buyer Name, Buyer Code

Telephone Number Buyer Site – Buyer Telephone


General Information



Notes

Order Date Purchase Information – Order Date

Order Type Purchase Information – Order Type

Displays the type of order (specifies whether this is a New Order or a Change to an existing order). A Change Order displays as: “ChangeToPurchase Order”. A new Purchase Order displays as: “NewOrder”. A Rejection Purchase Order displays as: “NewOrder” – see SCP PO/POC Field Name – Purpose below.

Purchase Order Number

Purchase Information – Order Number

.

Purchase Order Date Purchase Information – Order Date

Change Order Date Purchase Information – Order Change Date

Order Type Purchase Information – Order Type

Displays “ChangeToPurchaseOrder” for POC.

Release Number No corresponding field Not Applicable.

Invoice Medium Type

No corresponding field Not Applicable.

Account Code No corresponding field No corresponding field Contains the SCP Account Code for LB CAS as “Boeing.LongBeach.TPSII-


BCA”.

Allow Partial Shipment


Purpose Order Type Displays the type of order Original PO: “Original” Change Order: “Change” Rejection Purchase Order: “Rejection”

Requested Response

Supplier Acknowledgement – Supplier Name, Date, Authorized Signature, Title

Requires Supplier Response. Supplier must use the SCP POR and POCR response process.

Quote Reference Number


Quote Reference Date


Language No corresponding field SCP default: en (English)

Currency No corresponding field SCP default: U.S. Dollar

Requested Delivery Date


Requested Ship Date


Part Location No corresponding field Not Applicable.

Supplier Ref No No corresponding field Not Applicable.

Release Number No corresponding field Not Applicable.

Contract ID No corresponding field Not Applicable.


Order Totals



Notes

Total Amount for the Order

Line item details – Extended price

SCP calculates total amount for order in U.S. Dollar.

Line Number Line Item Details – Line Item

Part Number Line Item Details – Part Number

Buyer: The part number as referenced on the purchase order of purchase order change.

Description Line Item Details – Part Name

Unit Line Item Details – UOM SCP Unit of Measure displays One, Piece, Unit as Default.

Quantity Line Item Details – Quantity

Unit Price Line Item Details – Unit Price

SCP adds “U.S. Dollar” to Unit Price

Amount Line Item Details – Extended Price

Quantity multiplied by Unit Price equals Amount.


Line Item Schedule



Notes

Schedule Line ID Line Item Details – Schedule /Line Item

Quantity Line Item Details – Schedule /Quantity

UOM Line Item Details – Schedule / UOM

Unit of measure.

Requested Delivery Date

Date Line Item Details – Schedule/Seller Commit date

Date Qualifier No corresponding field SCP default: Required By

DPAS Rating No corresponding field Not Applicable.

Product Identification

Not applicable to TPS II – BCA Purchase Orders or Change Orders

Final Recipient


Tax


Notes

Notes No Corresponding Field


Supporting References



Notes

Reference Code No corresponding field SCP default: Part Number

Primary Reference Number

No corresponding field SCP default: N/A

Supporting Reference Number

No corresponding field SCP default: PART DESCRIPTION

Reference Description Line Item Details - Messages

Contains line item part number, description and specific requirements for line item.

Reference Code Terms & Conditions, Clauses – Terms and Conditions

SCP identifies: “Standard Clause”, supplier must refer to SCP PO/POC Field Name Order Reference for requirements applicable to all items on PO/POC.

Primary Reference Number

No corresponding field SCP default: N/A


No corresponding field SCP identifies “Item Purchase Clauses”.

Reference Description Line Item Details - Messages

SCP identifies purchase clauses, terms and conditions, and pricing information applicable only to specific line item.


Conditions of Sale


Pricing Detail



Notes

List Price Basis Quantity


Unit Price Line Item Details – Unit Price

SCP adds “U.S. Dollar” to Unit Price

Price Multiplier No corresponding field Not Applicable.

Price Multiplier Code No corresponding field Not Applicable.

Basis of Unit Price No corresponding field SCP Default: NC

Price Identifier No corresponding field Not Applicable.

Other Parties


Pricing Detail Allowance or Charge


Notes



Terms of Delivery


Dimensions


Other Parties



Notes

Seller Party Supplier Site – Name/Supplier Contact/Address

SCP adds N/A and supplier information

Ship From No corresponding field Not Applicable.

Shipping Contact No corresponding field Not Applicable.

Manufacturer No corresponding field Not Applicable.

Remit To No corresponding field Not Applicable.

Contracts



Notes

Contract ID No corresponding field Not Applicable.

Contract Type No corresponding field SCP default: “FirmorActualContract”.

Agency Code No corresponding field SCP default: Other: N/A

Start Date No corresponding field Not Applicable.


End Date No corresponding field Not Applicable.

Order References

SCP PO/POC

Field Name


Notes

Reference Code

No corresponding field

SCP identifies “SiteSpecificProceduresTermsAndConditions”

Other Reference Number


SCP default: N/A


Terms & Conditions, Clauses – Terms and Conditions

SCP identifies "Terms and Conditions"

Reference Description

Terms & Conditions, Clauses – Terms and Conditions

SCP identifies requirements applicable to all items on PO/POC.

Reference Code


SCP identifies “ContractReference”

Other Reference Number


SCP default: N/A


Supplier Site – Supplier ID

SCP identifies “Supplier Instructions for [LB CAS Supplier code]”.

Supporting Sub Reference

No corresponding

Not Applicable.


Number field

Reference Description

Special Instructions

SCP identifies any special instructions for the supplier

Order Dates


Prices


Allowance or Charge


Tax Information



Notes

Taxable Amount No corresponding field Not Applicable.

Tax Amount No corresponding field Not Applicable.

Tax Category No corresponding field Not Applicable.

Percentage No corresponding field Not Applicable.

Tax Location Agency No corresponding field Not Applicable.

Tax ID No corresponding field Not Applicable.

Tax Location Qualifier No corresponding field Not Applicable.

Tax Location No corresponding field Not Applicable.

Reason Tax Exempt No corresponding field Not Applicable.

Tax Type No corresponding field Not Applicable.


Tax Treatment No corresponding field Not Applicable.

Payment Information Payment Terms



Notes

Payment Mean Code No corresponding field SCP default: Other: N/A

Payment Terms Code No corresponding field SCP default: PreviouslyAgreedUpon

Discount Percent No corresponding field .

Discount Days Rate No corresponding field .

Discount Day of Month

No corresponding field .

Discount Date Reference

No corresponding field SCP identifies InvoiceReceiptDate

Discount Amount No corresponding field

Net Days Due Payment Terms – Terms Description

Terms of Delivery



Notes

Shipping Payment Method

FOB (Terms of Delivery) – FOB Description

SCP default: DefinedByBuyerAndSeller

Terms of Delivery Code



Terms of Delivery Function

No corresponding field SCP default: Other: N/A

Risk of Loss Code No corresponding field Not Applicable.

Risk of Loss Description


FOB Location Qualifier

FOB (Terms of Delivery) – FOB Description

FOB Description FOB (Terms of Delivery) – FOB Description

Transportation Responsibility Qualifier


Not Applicable.

Transportation Responsibility Location


Not Applicable.

Transport Information


Summary Information

Number of Lines No corresponding field SCP identifies the total number of Line Items for PO/POC


Package Packaging Totals



Notes

Gross Volume No corresponding field Not Applicable.

Gross Volume UOM No corresponding field Not Applicable.

Gross Weight No corresponding field Not Applicable.

Gross Weight UOM No corresponding field Not Applicable.

Additional Notes


SCP Data Display

PO SCP does not suppress standard fields (headers/labels) if no data is sent by TPSII C / WebPO. In most cases, SCP will display the field with no data (blank), or will insert the word “Other” or “N/A”.

POC The SCP POC will not display certain field names if TPSII C / WebPO did not send data to be inserted into the field. For example, the SCP POC will not display a field name titled “Description” if Boeing did not send any “description‟ text.


SSG Specific Instructions

Supplemental Tip Sheet for Boeing SSPN Suppliers

Introduction

This tip sheet is intended for use by suppliers utilizing Exostar's Supply Chain Platform (SCP), "GENERAL" version, for transactions originating from The Boeing Company‟s Shared Services Procurement/Payables Network (SSPN). Suppliers work with Exostar and/or their company‟s appointed Administration User, to get User IDs and Passwords for access. This document supplements other training materials available from Exostar at www.exostar.com as shown in the screen print below. This tip sheet is written with the presumption that the reader is familiar with the standard SCP functionality and processes implemented by Exostar.

http://www.exostar.com/


Tip Sheet Outline

Trading Partner Activation and Setups for SSPN

Purchase Orders

Change Orders

Invoicing

ASN

Ship Label Specifications

Trading Partner Activation and Setups for SSPN

When first setting up supplier accounts in SSPN and Exostar SCP, a test "Validation PO" will be sent from the Boeing Visibility & Tracking Tool (VTT) to the supplier‟s Exostar SCP account. This test follows any test the supplier does directly with Exostar. This test from Boeing confirms the correct electronic addresses are in-place prior to launching production transactions. Upon receipt of this test transaction, the supplier must log into their Exostar SCP account, review the Validation PO, then Accept the PO and click Send to process the notification to Boeing. Do not export the test order to ASN nor Invoice for this test.

After logging in to Exostar, navigate to the following preference sections from the left column. The Preference settings outlined in the table below are recommended for most effectively transacting with SSPN.

Administration/Supplier Preferences: Setting:

Receive Change Order Yes

Auto Cancel No

Others Revise as needed

My Profile Preferences:

Email Alert Preferences Add New Response Status Alert

A summary of all posted transactions can be found by accessing “My Workspace” from the left column. For SSPN, the only transactions currently used include the Order Summary, ASN Summary, and Invoice Summary.


Purchase Orders

Suppliers should always move Orders and Change Orders out of "New" and "Processing" status as soon as possible as Change Orders against original or previous Change Orders will not post to SCP until the preceding orders are processed to another status. To move an order from New status to Processing status, open or print the order.

The next step is to review the order and update the status with one of the options of Accepted, Accepted and Completed, Acknowledged with Exceptions, and Rejected. Then click the Send button to have the applied status sent to Boeing. For SSPN, it is best to apply the same status to all lines as Boeing treats this as a header-value. Orders Acknowledged with Exceptions and Rejected will require a new change order from Boeing to enable the supplier to subsequently accept and complete the order. Note: Unless your Procurement has access to Exostar BuyerView, they do not have visibility of the status the supplier places on the orders. Nor do they see any Notes to Buyers entered by suppliers in SCP. If changes to an order are required, suppliers must contact their Boeing Procurement Agent and request a Change Order to be processed from SSPN which will then route to the SCP for the supplier‟s action.

Note: Accepting an order is not invoicing. See the invoicing section below on steps required to invoice.

Change Orders

Should the Boeing Procurement Agent send a Change Order, it can be found in the New Change section in either the My Workspace or Order Summary sections of Exostar SCP. It is also reiterated that a queued Change Order will not post to Exostar SCP until the supplier moves the previously posted order version out of New and Processing statuses.

Invoicing

To invoice, select one order or specific lines from an order then click the Create Invoice button. On the resulting invoice, please change the pre-assigned Invoice and replace it with a unique number of your own then hit the Save button. For SSPN, invoice numbers should be alpha-numeric only, be in UPPERCASE, contain no special characters, be unique from any previously submitted invoice from your company, and be 22 characters or less in length.

Note: The Ship To information on the Invoice exported from a SSPN order will display "Not Applicable". This is because SCP looks for this data from the Purchase Order Header whereas, on SSPN orders, the data is at the Line-


Shipment level. Suppliers are not required to change this default "not applicable" shipment data. Although SCP requires data in these fields, SSPN does not process it so leaving it with "Not Applicable" is the best option.

Although SCP allows edits in many invoice fields that are populated from the Purchase Order or Change Order, changes to most of them will either cause the invoice to reject by SSPN or will be ignored when processed. Regardless of what SCP allows, the only fields a supplier should consider editing are: Invoice Number, Debit/Credit Invoice Type selection, quantity to invoice (line level equal to or less than the order quantity), and Tax (applied from header or line level).

Partial invoicing is accommodated. Each time an order line is processed to an invoice, it includes the full order quantity. Suppliers may need to track previously invoiced quantities to avoid invoice rejections from SSPN attributed to over-invoicing.

Sometimes orders include both taxable and non-taxable items. For more accurate tax results, each invoice from suppliers should only include taxable or non-taxable items –i.e., not some of both on the same invoice. The Purchase Orders, at the line level, state which items are tax exempt. Suppliers are requested to segregate the items into multiple invoices to avoid having both taxable and non-taxable items on an invoice. Applied taxes will be added to the totals of the invoice. Entries in the Freight, Charge, and Allowance fields will cause the Invoice to be rejected by SSPN.

If the invoice passes all the SCP edits, clicking the Send button will change the status of the invoice from Pending to Sent. When received at Boeing, invoices must also pass the matching edits against the SSPN purchase order. Should SSPN reject the invoice, a notification of the rejection is posted in SCP under the Invoice/Invoice Response section. Suppliers that checked the Profile option for Email notifications for "New Response Status Alert" will also get an email when these notifications post to SCP.

Advance Ship Notice (ASN)

NOTE: If a supplier is required to create ASNs for SSPN PO‟s, the SSG Procurement Agent will communicate that requirement to the supplier.

To create an ASN, select an order or specific lines from an order then click the Create ASN button. The resulting ASN is then displayed with a pre-assigned ASN number and the appropriate line-shipment data from the exported order(s). Suppliers are required to enter data in all fields with asterisks as well as applicable optional fields. There are Preference options available that may facilitate creating ASNs depending on the variability of a supplier‟s shipments.

Should it be necessary to cancel the ASN for any line on the ASN, all lines on the original ASN will be cancelled in the Boeing-SSPN system regardless of what items are on the Cancel ASN. In this scenario, the supplier will need to send a new ASN for all non-cancelled ASN lines that were on the original ASN.


Ship Label Specification

A copy of the SSPN Ship Label specifications can be obtained at http://www.boeing.com/nosearch/sspn/ in section 2 under Supplier Tools. These specifications should be used for Ship Labels instead of the label functionality available in the SCP ASN tool.

http://www.boeing.com/nosearch/sspn/

1.0 boeing procurement systems scp enabled · pdf file1.0 boeing procurement systems scp...

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