Contents

• Overview
• Demand
  • Schedules
    • Schedules and requirements
    • Defining the search criteria for Releases
    • Releases
      • Schedule
        • Adding requirements
        • Shipment Information
        • Modifying requirement information for a schedule
      • Demand Net Change
      • Viewing Net Change chart for part
  • Discrete purchase orders
    • Defining the search criteria for Discrete Purchase Orders
    • Purchase Order List
    • Purchase Order
    • Purchase Order Line Item
    • Negotiating the discrete purchase order line item
    • Generating PDF files for Discrete PO summary
  • Create staged schedules
    • Creating staged schedule
    • Specifying the staged schedule information
  • Manage staged schedules
    • Defining the search criteria for staged schedules
    • Staged Schedules List
    • Modifying the Staged Schedule Information
    • Modifying the staged schedule details
    • Published Staged Schedules
  • Blanket purchase orders
    • Defining the search criteria for Blanket Purchase Orders
    • Blanket Purchase Order List
    • Blanket Purchase Order
    • Blanket Purchase Order Line Item Detail
  • Demand summary
    • Defining the search criteria for demand summary
    • Viewing the demand summary
  • Proposed purchase orders
    • Creating the Proposed Purchase Order
    • Creating the proposed purchase order line item
    • Defining the search criteria for Proposed PO management
    • Proposed PO Management List
    • Proposed Purchase Order
    • Negotiating the proposed purchase order
    • Proposed Purchase Order Line Item
    • Modifying the proposed purchase order line item
    • Defining the search criteria for Proposed Purchase Order Console
    • Proposed Purchase Order Console
  • Kanban
    • Defining the search criteria for Kanban console
    • Kanban Console
      • At Supplier Signals
      • In-Transit signals
      • In-House Signals
      • Consumed signals
    • Parts and pull signal
      • Viewing pull signals and print labels
      • Defining the search criteria for Kanban parts and pull signals
      • Modifying the Kanban part inventory
      • Kanban Part List
    • Printing bar code labels for Kanban Parts
    • Kanban parts
      • Defining the search criteria for Kanban parts
      • Kanban Existing Parts
      • Creating or modifying Kanban parts
  • Supplier managed inventory
    • SMI console
      • Defining the search criteria for Supplier Managed Inventory Console
      • SMI Console
        • Supplier Managed Inventory part In-Transit Data
        • SMI suggested ship calculation details
    • SMI history
      • Defining the search criteria for SMI part history
      • SMI Part History
    • Part usage
      • Defining the search criteria for SMI Part Usage
      • Supplier Managed Inventory Part Usage
    • Part summary
      • Defining the search criteria for SMI Part Summary
      • Supplier Managed Inventory Part Summary
    • Supplier Managed Inventory parts
      • Defining the search criteria for SMI part
      • SMI Part Setup List
      • Creating a Supplier Managed Inventory part
      • Modifying the Supplier Managed Inventory part
  • CUM management
    • Reset
      • Defining the criteria for CUM Reset
    • Required history
      • Defining the search criteria for CUM required history
      • CUM Required History List
    • Shipped history
      • Defining the search criteria for CUM shipped history
      • CUM Shipped History List
    • Ahead Behind report
      • Defining the search criteria for Ahead Behind Report
      • Ahead Behind Report List
    • High Fab/Mat CUM report
      • Defining the search criteria for High Fab/Mat CUM report
      • High Fab/Mat CUM Report List
    • Shipment adjustment
      • Specifying the shipment adjustment information
    • Receipts
      • Defining the search criteria for CUM Receipts
      • CUM Receipts Year-to-Date
      • CUM Receipts
• Shipments
  • Advance ship notices
    • Viewing an advance ship notice
    • Defining the search criteria for Advance Ship Notices
    • Advance Ship Notices list
    • Advance Ship Notice
    • Receipts by Shipment
    • Receipt
    • Advance Shipment Notice History
    • Select Document Type for shipping document
  • Shipper history
    • Defining the search criteria for Shipper History
    • Shipments
    • Shipper
  • Authorized Excess Transportation Cost
    • Replying to an authorized excess transportation cost request
    • Accepting or rejecting an AETC Request
    • Defining the search criteria for AETC Requests
  • Fulfillment strategies
  • Reprint/purge labels
    • Defining the search criteria to Reprint/Purge Labels
    • Label History
  • Shipment History report
    • Generating Shipment History report
  • Shipping history
    • Defining the search criteria for Shipping History
    • Parts Shipping History
    • Part Shipping History
  • Global Track and Trace
    • GTT Setup
    • Shipment Tracking
      • Shipment tracking console
        • Viewing the In-Transit console
        • Viewing the In-Transit history of a shipment
        • Updating a checkpoint
      • Defining the search criteria for Shipment Tracking Console
      • Shipment Tracking Console
      • Defining the search criteria for Shipment Status Update
      • Shipment History
      • Checkpoint Details
    • Inventory Projection
      • Defining the search criteria for Inventory Projection Console
      • Inventory Projection Console
      • Inventory Levels
    • Shipment List
      • Creating or modifying Long-Distance Shipments
    • Route Templates
      • Defining the criteria for Route Templates
      • Route Templates
      • Defining the Route Template
        • Adding checkpoint details
      • Modifying the Route Template
        • Modifying check point information for shipment
    • Inventory Projection Indicators
      • Adding or modifying Inventory Projection Indicator
    • Shipment Managers
      • Shipment Managers
      • Adding or modifying Shipment Managers
• Receipts
  • CUMs
  • Creating a Receipt
  • Receipt
  • Defining the search criteria for Receiving History
  • Parts Receiving History
  • Part Receiving History
  • Receipt management
    • Defining the search criteria for receipts
    • Receipt List
    • Receipt
  • Reconcile receipts to ASN
    • Defining the search criteria for Reconcile to ASN receipts
    • Reconcile to ASN receipts
    • Receipt Reconcile Detail
  • Return Material Authorization
    • Defining the search criteria for Return Material Authorizations
    • Return Material Authorization
• Billing
  • Invoicing
  • Self-billing invoices
    • Defining the search criteria for Self-Billing Invoices
    • Self Billing Invoices
    • Self Billing Invoice
  • Remittance advice
    • Defining the search criteria for Remittance Advices
    • Remittance Advice List
    • Remittance Advice Detail
  • Supplier remittance summary
    • Defining the search criteria for Supplier Remittance History
    • Supplier Remittance History
  • Invoice profile
    • Managing Invoice Profile
      • Tax Qualifier
        • Defining or modifying invoice tax qualifier information
      • Tax Code
        • Defining or modifying invoice tax code
      • Tax Exempt
        • Defining or modifying invoice tax exempt information
      • Billing Information
        • Defining or modifying invoice billing information
      • Invoice Surcharge
        • Defining or modifying invoice surcharge
  • Invoice maintenance
    • Viewing invoices
    • Invoice
    • Invoice Line Item
    • Defining the search criteria for invoices
    • Accepting or rejecting an invoice
  • Parts billing history
    • Viewing parts billing history
    • Defining the search criteria for Part Billing History
    • Parts Billing Summary
    • Part Billing History
    • Generating part billing history report
  • Suppliers billing history
    • Defining the search criteria for Supplier Billing History
    • Supplier Billing Summary
    • Supplier Billing History
    • Generating supplier billing history report
• Defective material notices
  • Defining the criteria to create DMN
  • Creating the Defective Material Notice
  • Manage Defective Material Notices
    • Defining the search criteria for Defective Material Notices
    • Defective Material Notices
    • Modifying the Defective Material Notice
    • Deleting defective material notices
    • Adding claim code to the DMN
    • Adding or modifying disposition details for DMN
  • View DMN summary
    • Defining the search criteria for DMN Summary
    • DMN Summary
  • Defining the search criteria for DMN codes
  • Defective material notice codes
    • Reason Code
      • Adding or modifying Defective Material Notice Reason Code
    • Defect Source Codes
      • Adding or modifying Defective Material Notice Source Code
    • Disposition Code
      • Adding or modifying Defective Material Notice Disposition Code
    • Claim Code
      • Adding or modifying Defective Material Notice Claim Code
• Communications
  • File extensions
  • Sending documents
  • Receiving documents
    • Receive File Status
  • Delete Files page
  • File status
    • Defining the search criteria for File Status
    • File Status Detail
    • File Preview page
  • Host profiles
    • Host Profiles
      • Creating Host Profile
      • Modifying Host Profile
  • Document profiles
    • Document Profiles
      • Creating or modifying the Document Profile (Host)
      • Creating or modifying the Document Profile (Email)
  • Remote processing
    • Remote Process List
    • Defining or modifying the remote process
    • Defining or modifying the remote process parameters
  • Transfer schedules
    • Managing Transfer Schedule
  • Gateway Instances
    • Defining the gateway instance
    • Modifying the gateway instance
  • Trading partners
    • Defining the search criteria for Trading Partner Record
    • Trading Partner Records
      • Creating or modifying EDIFACT/Odette Trading Partner Record
      • Creating or modifying VDA Trading Partner Record
      • Creating or modifying X12 Trading Partner Record
  • Export Scheduler
    • Defining Export Schedule
    • Export Schedule List
• Delivery performance reviews
  • Create delivery performance review
    • Defining the criteria to create Delivery Performance Review
    • Creating the Delivery Performance Review
    • Adding claim code to a Delivery Performance Review
  • Defining the search criteria for Delivery Performance Reviews
  • Delivery Performance Reviews
    • Modifying the Delivery Performance Review
    • Delivery Performance Review
    • Print DPR page
  • Delivery Performance Review summary
    • Defining the search criteria for DPR Summary
    • DPR Summary
  • Delivery Performance Review reason codes
    • Defining the search criteria for DPR Reason Codes
    • DPR Reason Code List
    • Creating or modifying the DPR Reason Code
  • Delivery Performance Review claim codes
    • Defining the search criteria for Delivery Performance Review Claim Codes
    • DPR Claim Code List
    • Creating or modifying DPR claim codes
• Parts per million
  • Parts Per Million Search Criteria
  • Defining the search criteria for Parts Per Million summary
  • Parts Per Million Summary
  • Defining the search criteria for Parts Per Million Defect History
  • Defect History
  • Defining the search criteria for Parts Per Million Receiving History
  • Receiving History
• Supplier performance
  • Defining the criteria to generate metrics
  • Generating Metrics
  • Defining the criteria to modify metric scores
  • Entering scores
    • Metric Scores
    • Modifying the supplier performance metric rating
  • Publishing Metrics
  • Supply chain
    • Defining the criteria for Supply Chain Performance report
    • Supply Chain performance report for a category
  • Viewing the Supplier Exception report
  • View suppliers
    • Supplier List
    • Supplier Summary
      • Ship To Locations List
      • Ship From Locations List
      • Parts List
      • Demand Combinations List
    • Defining the criteria for supplier performance report
    • Supplier Report Card
    • Supplier Report Card for Category
  • Metric Settings
    • Modifying the metric scores
    • Modifying the scores for overall supplier rating
  • Metrics components
    • Defining the Metrics Components
• Document management
  • Defining the search criteria for Documents
  • Creating or modifying a document
  • Customer Documents
    • Uploading new version of the document
    • Suppliers Responded
  • Supplier Documents
• Production part approval process
  • Defining the criteria to create a Production Part Approval Process
  • Creating or modifying the Production Part Approval Process
    • Adding or modifying PPAP discrepancy information
    • Adding the reason code to PPAP
  • Defining the search criteria for Production Part Approvals
  • Manage Production Part Approvals
  • PPAP Setup Rejection Codes
    • Rejection Code list
    • Defining or modifying the PPAP Rejection Code
• Premium freight
  • Premium freight reports
  • Create Premium Freight Authorization
    • Defining the criteria to create Premium Freight Authorization
    • Creating the Premium Freight Authorization
  • View PFA
    • Defining the search criteria for Premium Freight Authorizations
    • Premium Freight Authorizations
    • Modifying the Premium Freight Authorization
  • Close Premium Freight Authorization
    • Defining the search criteria for Closed Premium Freight Authorizations
    • Published and Closed Premium Freight Authorizations
  • Premium Freight Authorization history
    • Defining the search criteria for Premium Freight Authorization History
    • Premium Freight Authorization History
    • Premium Freight Authorization
  • Trend Analysis report
    • Defining the search criteria for Premium Freight Trend Analysis
    • Viewing the Premium Freight Trend Analysis report
  • Cost Analysis report
    • Defining the search criteria for Premium Freight Cost Analysis
    • Viewing the Cost Analysis report
  • Freight carriers
    • Managing Premium Freight Carriers
  • Premium freight reason codes
    • Managing Premium Freight Reason Codes
• Preferences
  • Personal account setup
  • Alerts
    • Alert Configuration
      • Demand Alerts
      • Shipper Alerts
      • Purchase Order Alerts
      • AETC Alerts
      • Metrics Alerts
      • Premium Freight Alerts
      • Kanban Alerts
      • Electronic Data Interchange Alerts
      • DMN Alerts
      • Miscellaneous Invoices Alerts
      • DPR Alerts
      • SMI Alerts
      • Receipt Alerts
      • Inventory Projection Alerts
      • Shipment Tracking Alerts
      • Outside Processing Alerts
      • CUM Management Alerts
      • Proposed Purchase Order Alerts
      • Production Invoice Alerts
      • Document Management Alerts
      • RFQ Alerts
    • Alert Configuration: Product Groups
  • Event Management console
    • Event Modules
      • Release events
        • Releases Past Due
        • Releases Due Today
        • Releases Due Within 7 Days
        • Emergency Requirements
        • Open Premium Freight Authorizations
        • Releases Exceeded Net Change
        • SMI Parts Over Maximum Quantity
        • SMI Parts Under Minimum Quantity
        • Releases Not Viewed
      • Purchase order events
        • Purchase Order Line Past Due
        • Purchase Orders With Rejected Items
        • Purchase Orders With Backordered Items
      • Shipment events
        • Shipments Pending
        • ASNs Published Today
        • In Transit Shipments
        • Pending AETC
        • Premium Freight Authorizations Shipped Today
        • Premium Freight Authorization shipped in the Last 7 Days
        • Premium Freight Authorization Staged for Shipment
      • Supplier events
        • Suppliers Registered
        • Suppliers Not Registered
        • Suppliers Have Not Logged on in the Past 7 Days
        • Suppliers Have Logged on in the Past 7 Days
        • VAN Suppliers
        • Suppliers Have Sent ASN in the Last 7 Days
        • Suppliers Have Not Sent ASN in the Last 7 Days
      • Receipt events
        • Receipts Published Today
        • Receipts Published in the Last 7 Days
        • Receipts for Shipment with Discrepancies
        • Receipts without ASN
      • Problem reporting events
        • DPRs to be Published
        • DPRs Published Past 7 Days
        • DPRs with Response to be Reviewed
        • DPRs with Late Response
        • DMNs to be Published
        • DMNs with Late Response
        • DMNs with Containment Response to be Reviewed
        • DMNs with Corrective Response to Be Reviewed
        • PPAPs Ready to be published
      • Billing events
        • Miscellaneous Invoices Published Today
        • Miscellaneous Invoices Published Past 7 Days
        • Miscellaneous Invoices Republished Today
        • Miscellaneous Invoices Republished Past 7 Days
        • Miscellaneous Invoices Cancelled Today
        • Miscellaneous Invoices Cancelled Past 7 Days
        • Production Invoices Published Today
        • Production Invoices Published Past 7 Days
        • Production Invoices Cancelled Today
        • Production Invoices Cancelled Past 7 Days
        • Production Invoices Republished Today
        • Production Invoices Republished Past 7 Days
        • Production Invoices Deleted Today
        • Production Invoices Deleted Past 7 Days
      • Outside processing events
      • Proposed PO events
        • PPOs created in the last 7 days
        • Supplier Response Past Due
        • Response required
        • PPOs Rejected by Supplier
      • Document management events
        • Documents Not Responded
        • Documents With Late Responses
        • Document(s) Expired
        • Document(s) Expiring in 1-10 days
        • Document(s) Expiring in 11-30 days
        • Document(s) Expiring in 31-60 days
        • Document(s) Expiring in 61-90 days
      • RFQ Events
        • Lowest Bids Submitted
        • Quotes Submitted
        • Supplier Opts Out
        • RFQ Expired
    • Supplier contact information
    • Charts
  • Product groups
    • Product Groups
    • Creating or modifying a Product Group
    • Copying a Product Group
    • Part Discrepancies
  • Supplier groups
    • Supplier Groups
    • Creating or modifying Supplier Group
    • Copying Supplier Group
  • Security questions
    • Specifying security questions
  • Supplier Mandatory Alerts
    • Supplier Mandatory Alerts
      • Demand Alerts
      • Purchase Order Alerts
      • AETC Alerts
      • Metrics Alerts
      • Premium Freight Alerts
      • Kanban Alerts
      • Defective Material Notice Alerts
      • Remittance Advices Alerts
      • Miscellaneous Invoices Alerts
      • Self Billing Invoices Alerts
      • Delivery Performance Review Alerts
      • Supplier Managed Inventory Alerts
      • Production Part Approval Process Alerts
      • Receipt Alerts
      • CUM Management Alerts
      • Proposed Purchase Order Alerts
      • Production Invoice Alerts
      • RFQ Alerts
      • Document Management Alerts
      • Blanket Purchase Order Alerts
      • Return Material Authorization Alerts
  • Supplier Mandatory Event Management Console
    • Event Modules
      • Release events
      • Purchase Order events
      • Shipment events
      • Receipts events
      • Messages events
      • Problem Reporting events
      • Billing events
      • Outside Processing events
      • Proposed Purchase Order events
      • Document Management events
      • Request For Quotation events
• Setup
  • Master Data
    • Facilities
      • Creating or modifying Facility
      • Deleting a facility
    • Ship to locations
      • Ship Tos
      • Adding or modifying the Ship To
    • Suppliers
      • Suppliers
      • Creating or modifying supplier profile
      • Deleting a supplier
    • Parts
      • Defining the search criteria for parts
      • Part Definitions
      • Creating or modifying parts
    • Containers
      • Managing Containers
    • Packaging maintenance
      • Defining the search criteria for packaging templates
      • Creating or modifying packaging template
        • Defining or modifying Detail Container for Packaging Template
        • Defining or modifying Miscellaneous Container for Packaging Template
      • Copying packaging template
    • Supplier cross-reference
      • Defining or modifying Supplier Cross-Reference
    • Part Group
      • Defining or modifying a part group
    • Currency Codes
    • Delivery Terms
      • Creating or modifying the delivery term
    • Payment Terms
      • Creating or modifying the payment term
    • Unit of Measure
      • Creating or modifying the UOM code
    • Payment Methods
      • Creating or modifying the payment term
    • Currency Exchange Rate
      • Defining or modifying currency exchange rate
    • UOM Group
      • Creating or modifying the UOM Group
    • Landed Costs
      • Defining or modifying the landed cost type
  • Security
    • Security restrictions
      • Managing Restriction Groups
      • Creating or modifying the Restriction Group
      • Defining or modifying restrictions
    • Security roles
      • Creating or modifying Roles
      • Roles
      • Role templates
      • Modifying Role details
    • Unlocking users
    • User profiles
      • User Profile list
      • Creating or modifying the user profile
  • Login screen
    • Messages
      • Message List
      • Creating or modifying the message
    • News items
      • News Item List
      • Creating or modifying the news item
    • Links
      • Link List
      • Creating or modifying link
    • Banner images
      • Managing banner image for login screen
  • Customer profiles
    • Customer Profiles
    • Creating or modifying the Customer Profile
    • Characteristics by supplier
      • Defining or modifying the schedule characteristics
      • Defining or modifying the purchase order characteristics
      • Defining or modifying the container characteristics
    • Specifying the Kanban Signal Number
    • Assigning reason codes to Delivery Performance Review events
    • Defining modifiable Proposed PO fields (all users)
    • Defining modifiable Proposed PO fields (selected suppliers)
    • Registration/Setup Wizard
    • Customer address record
      • Modifying customer profile information
  • SCAC
    • SCAC Maintenance
    • Creating or modifying SCAC
  • Defining the search criteria for country maintenance
  • List of Countries
  • Bar code label layouts
    • Defining bar code label layouts
      • Managing bar code label layouts
      • Defining or modifying Bar Code Label Layout
    • Defining labels
      • Label Templates
      • Defining or modifying the label templates for containers
      • Defining container-specific labels
  • Flex fields
    • Adding or modifying flex field
  • Manage stylesheets
    • Downloading stylesheets
    • Uploading stylesheets
    • Deleting stylesheets
    • Viewing stylesheets
  • Schedule data purge
    • Purge Data
      • Using purge schedule grid filters
    • Creating or modifying the purge schedule
      • Restrictions on adding purge schedules
• Outside processing
  • Setting up outside processing
  • Work order creation
    • Creating a work order
    • Specifying the work order details
    • Defining containers for work order
    • Modifying container information for work order
  • Work order maintenance
    • Defining the search criteria for work orders
    • Work Order List
    • Work Order
    • Work Order Line Item
  • Process console
    • Defining the search criteria for process console
    • Process Console
    • Process management
      • Defining the search criteria for Process
      • Process List
      • Creating or modifying the process
        • Defining operations for a process
  • Operation creation
    • Defining the search criteria for operations
    • Operations
    • Creating or modifying an operation
      • Adding or modifying parts for an operation
      • Adding or modifying the flex field for an operation
      • Adding or modifying the contractor for an Operation
  • Discrepancy reasons
    • Defining the search criteria for Discrepancy Reason Codes
    • Discrepancy Reason Codes
    • Creating or modifying the discrepancy reason code
• Request For Quotation
  • RFQ Console
    • Defining the search criteria for RFQ Console
    • Buyer Console List
    • RFQ Buyer Console Drilldown
      • Adding notes to the RFQ line
      • RFQ Attachments
    • Negotiating a RFQ line response
      • Modifying the bid information for RFQ
        • Modifying the delivery schedule for RFQ line
        • Modifying the price book for RFQ line
      • Modifying the delivery and payment terms for RFQ line
      • Modifying the landed costs for RFQ line
    • RFQ Questions and Answers
    • RFQ History
• Reports
• Data templates
• Release notes
• Glossary
• Contacting Infor