Contents

• Overview
• Working with multiple customers
• Demand
  • Schedules
    • Defining the search criteria for Releases
    • Releases
    • Schedule
    • Viewing Net Change chart for part
      • Demand Net Change
    • Accepting or rejecting a schedule note
    • Accepting or rejecting requirements
  • Discrete purchase orders
    • Accepting or rejecting purchase order line item
    • Defining the search criteria for Discrete Purchase Orders
    • Purchase Order List
    • Purchase Order
    • Purchase Order Line Item
    • Negotiating the discrete purchase order line item
  • Defining the search criteria for Release Report
  • Load Sheet Search Criteria page
  • Blanket purchase orders
    • Defining the search criteria for Blanket Purchase Orders
    • Blanket Purchase Order List
    • Blanket Purchase Order
    • Blanket PO Line Item Detail
  • Demand summary
    • Defining the search criteria for Demand Summary
    • Viewing the demand Summary
  • Proposed purchase order
    • Defining the search criteria for Proposed PO Management
    • Proposed PO Management List
    • Negotiating the proposed purchase order
    • Proposed Purchase Order Line Item Detail
    • 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 parts and pull signals
    • Kanban Part List
    • Defining the search criteria for Kanban Console
    • Kanban Console
    • In-Transit signals
  • CUM management
    • 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 shipment adjustment information
    • Receipts
      • Defining the search criteria for CUM Receipts
      • CUM Receipts Year-to-Date
      • CUM Receipts
  • Supplier managed inventory
    • Defining the search criteria for SMI Console
    • SMI Console
      • SMI Suggested Ship Calculation Details
    • Defining the search criteria for SMI Part Usage
    • Supplier Managed Inventory Part Usage List
    • Defining the search criteria for SMI Part Summary
    • Supplier Managed Inventory Part Summary
• Shipments
  • Shipper
    • Creating shipper
    • Shippers
    • Shipper
    • Updating container information
      • Grouping containers
      • Container information on a shipper
        • Specifying lot and serial numbers for shipper line item containers
        • Viewing shipper line item containers
        • Defining or modifying master container for shipper
        • Defining or modifying detail container for shipper
        • Defining or modifying loose container information for shipper
        • Defining or modifying miscellaneous container for shipper
    • Printing shipping documents
    • Specifying the requirement information for the shipper
    • Modifying the shipper
    • Part Shipped Quantity to Date
    • Specifying line item information for shipper
    • Modifying line item information for shipper
    • In-Transit Updates page
    • Shipper
    • Defining the search criteria for shippers
    • Select Document Type for shipping document
    • Specifying additional VDA document information
  • Advance ship notices
    • Defining the search criteria for Advance Ship Notices
    • Advance Ship Notices
      • Resending an Advance Shipment Notice
      • Cancelling an Advance Ship Notice
    • Advance Ship Notice History
    • Advance Ship Notice
  • Authorized excess transportation cost
    • Defining the search criteria for AETC Requests
    • Creating an AETC request for shipper
    • Modifying the AETC request details
  • Fulfillment strategies
  • Reprint/purge labels
    • Defining the search criteria to reprint/purge labels
    • Reprint or Purge labels
    • Generating barcode labels
  • Shipment History report
    • Generating Shipment History report
  • Shipping history
    • Defining the search criteria for Part Shipping History
    • Shipping History
    • Part Shipping History
  • Global track and trace
    • Defining the search criteria for Shipment Tracking Console
    • Shipment Tracking Console
    • Shipment History
    • Checkpoint
• Receipts
  • Defining the search criteria for part receiving history
  • Parts Receiving History
  • Part Receiving History
  • Receipt
  • Defining the search criteria for Return Material Authorizations
  • View RMAs Details
• Billing
  • Self-billing invoice
    • 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 Details
  • Invoice profile
    • Invoice Profile
      • Tax Codes
      • Billing Info
        • Defining or modifying billing information for invoice
      • Handling
        • Defining or modifying the handling cost for invoice
      • Shipping
        • Defining or modifying the shipping cost for invoice
      • Invoice Discount
        • Defining or modifying the discount data for invoice
      • Invoice Surcharge
        • Defining or modifying the surcharge for invoice
      • Invoice Tax
        • Defining or modifying the tax data for invoice
      • Defining or modifying tax data for part
        • Defining or modifying the tax codes for part
      • Defining or modifying part discount data
        • Defining or modifying the discount tiers for part
      • Terms of Sale
        • Defining or modifying the terms of sale for invoice
  • Invoice create
    • Creating an Invoice
      • Specifying or modifying the line item data for invoice
      • Defining or modifying the invoice tax data
      • Defining or modifying the invoice discount data
      • Specifying or modifying surcharge for invoice
      • Defining or modifying the shipping and handling cost for invoice
      • Adding or modifying supplier notes to invoice
  • Invoice maintenance
    • Defining the search criteria for invoices
      • Viewing invoices
    • Managing invoices
      • Publishing an invoice
      • Modifying the invoice information
      • Deleting an invoice
  • Billing history
    • Defining the search criteria for Part Billing History
    • Parts Billing History
    • Part Billing History
• Defective Material Notices
  • Defining the search criteria for Defective Material Notices
  • Defective Material Notices
    • Sending response for the Defective Material Notice
    • View Defective Material Notice
• Delivery Performance Reviews
  • Defining the search criteria for Delivery Performance Reviews
  • Delivery Performance Reviews
    • Delivery Performance Review
    • Sending response for the Delivery Performance Review
• 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 Receiving History
  • Receiving History
  • Defining the search criteria for Parts Per Million Defect History
  • Defect History
• Supplier performance
  • Supplier Summary
    • Parts List
    • Ship To Locations List
    • Ship From Locations List
    • Demand Combinations List
  • Selecting metrics for performance report
  • Supplier Report Card
    • Supplier Report Card for Category
    • Viewing the Supplier Exception report
• Document management
  • Creating or modifying the document
  • Defining the search criteria for documents
    • Customer Documents
      • Accepting customer documents
    • Supplier Documents
      • Uploading the document
• Production Part Approval Process
  • Defining the search criteria for Production Part Approval Process
  • Published Production Part Approvals
• Premium Freight
  • Defining the search criteria for Premium Freight Authorization
  • Premium Freight Authorizations
  • Premium Freight Authorization Details
    • Creating shipper for Premium Freight Authorization
• Preferences
  • Personal account setup
  • Alerts
    • Alert Configuration
      • Demand Alerts
      • Purchase Order Alerts
      • AETC Alerts
      • Metrics Alerts
      • Premium Freight Alerts
      • Kanban Alerts
      • Defective Material Notice Alerts
      • Remittance Advice Alerts
      • Miscellaneous Invoices Alerts
      • Self Billing Invoices Alerts
      • Delivery Performance Review Alerts
      • Supplier Managed Inventory Alerts
      • Production Part Approval Process Alerts
      • Receipt Alerts
      • Proposed Purchase Order Alerts
      • Production Invoice Alerts
      • RFQ Alerts
      • Document Management Alerts
      • Blanket Purchase Order Alerts
      • Return Material Authorization Alerts
    • Defining or modifying alert tolerance
  • 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 Under Minimum Quantity
        • SMI Parts Over Maximum Quantity
        • Releases Unviewed
      • Purchase order events
        • Purchase Order Lines Past Due
        • Purchase Orders Due Today
        • Purchase Orders Due within 7 Days
        • Purchase Orders Unviewed
        • Purchase Orders With Rejected Items
        • Purchase Orders With Backordered Items
      • Shipment events
        • Shipments Ready to Publish
        • ASNs Sent Today
        • ASN Published Past 7 Days
        • AETC Rejected Past 7 Days
        • AETC Accepted Past 7 Days
      • Receipt events
        • Receipts Published Today
        • Receipts Issued Past 7 Days
        • Receipts with Shipping Discrepancies
      • Message events
      • Problem reporting events
        • DPRs with Response to be Reviewed
        • DPRs with Response Past Due
        • DPRs Rejected by Customer
        • DMNs with Containment Response Past Due
        • DMNs with Corrective Response Past Due
        • DMNs with Containment Response Rejected
        • DMNs with Corrective Response Rejected
        • PPAP Published
        • DMNs requiring Corrective Response
        • DMNs requiring Containment Response
        • DPRs with Required Response
      • Billing events
        • Self Billed Invoices Published Today
        • Self Billed Invoices Published Past 7 Days
        • Self Billed Invoices Updated Today
        • Self Billed Invoices Updated Past 7 Days
        • Remittance Advices Published Today
        • Remittance Advices Published Past 7 Days
        • Remittance Advices Updated Today
        • Remittance Advices Updated Past 7 Days
        • Production Invoices Accepted Today
        • Production Invoices Accepted Past 7 Days
        • Production Invoices Rejected Today
        • Production Invoices Rejected Past 7 Days
      • Outside processing events
        • Operation Exceeds Duration (Warning)
        • Operation Exceeds Duration (Severe)
      • Proposed PO events
        • Proposed Purchase Orders Response Required
        • Proposed Purchase Orders Response Past Due
        • Proposed Purchase Orders Cancelled by Customer
      • 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
      • Request For Quotation events
        • Near Expiry
        • Lowest Bid
        • RFQ Expired
      • Defining or modifying the tolerance for event
    • Contact Information
  • Product groups
    • Product Groups
    • Creating or modifying product group
    • Copying product groups
    • Part Discrepancies
  • Setting up security questions
• Setup
  • Master Data
    • Ship from locations
      • Ship Froms
      • Defining or modifying ship from
        • Defining or modifying transit time for ship from
      • Deleting ship from information
      • Selecting Location for a Demand
        • Assigning default ship from
    • Parts
      • Part List
      • Part Information
      • Managing supplier part information
    • Containers
      • Managing container information
    • Packaging maintenance
      • Defining the search criteria for packaging templates
      • Copying the packaging template
      • Creating or modifying packaging template
        • Defining or modifying detail container packaging for part
        • Defining or modifying miscellaneous container packaging for part
  • Security
    • Security restrictions
      • Restriction Groups
      • Creating or modifying Restriction Group
        • Modifying restrictions for category
    • Security roles
      • Roles
      • Creating or modifying the role
      • Modifying role information
    • User profiles
      • Creating or modifying the user profile
    • Unlocking users
  • Supplier profile
    • Specifying supplier profile information
  • Bar code label layouts
    • Defining bar code label layouts
      • Bar Code Label Layout Definitions
      • Defining or modifying layout for bar code labels
    • Label Layouts
      • Defining labels
  • SCAC maintenance
    • SCAC List
    • Creating or modifying SCAC code
  • Flex fields
    • Listing flex fields by document type
    • Adding flex fields
    • Editing flex fields
    • Deleting flex fields
    • Flex Field Information page
  • Registration Wizard
• Outside processing
  • Receive outside processing
    • Defining the search criteria to receive parts for processing
    • Receive Parts
    • Receiving parts for processing
  • Process outside processing
    • Defining the search criteria for processed parts
    • Parts page
    • Modifying processed part and container information
    • Outgoing Containers
• Communications
  • Sending documents
  • Receiving documents
    • Receive File Status
  • Document profiles
    • Document Profiles
    • Creating or modifying document profile (Host)
    • Creating or modifying document profile (Email)
  • File status
    • File extensions
    • Defining the search criteria for File Status
      • File Status Detail
      • File Preview
      • File download
  • Host profiles
    • Host Profiles
    • Creating a host profile
    • Modifying a host profile
  • Messages
    • Message Selection
    • Message
    • Deleting messages
  • Remote processing
    • Viewing remote processes
    • Adding remote processes
    • Editing remote processes
    • Deleting remote processes
  • Transfer schedules
    • Managing Transfer Schedule
  • Trading partners
    • Defining Trading Partners search criteria
    • Trading Partner Records
    • Creating or modifying EDIFACT/Odette Trading Partner Record
    • Creating or modifying X12 Trading Partner Record
    • Creating or modifying VDA Trading Partner Record
• Request For Quotation
  • RFQ Console
    • Defining the search criteria for RFQ Console
    • Supplier Console List
      • RFQ Questions and Answers
      • RFQ Attachments
      • RFQ History
    • Sending response to a RFQ line
      • Specifying the bid information for RFQ line
        • Defining or modifying the delivery schedule for RFQ line
        • Defining or modifying the price book for RFQ line
      • Defining the delivery and payment terms for RFQ line
      • Defining the landed costs for RFQ line
  • RFQ Excel Integration
    • Defining the Search Criteria for RFQ Excel Export
    • RFQ Excel Import
• Reports
  • Release Report Search Criteria page
  • Load Sheet Search Criteria page
  • Printing shipping documents
• Data templates
• Release notes
• Glossary
• Contacting Infor