How To Access The Librecco Supplier Program On A Pc Or Macbook

Transcription

1 Delphi Supplier Suggestion/Change Request Program- Supplier Training Guide

2 Table of Contents * Click on Page # to go directly to section Relationship between Covisint and the Delphi Supplier Portal Page 3 Misconceptions Page 4-5 Introduction to the Delphi Supplier Suggestion Program Page 6 Information flow Page 7 Evaluation Process Page 8 Suggestion/Change Request Guidelines Page 9-10 Instructions on Accessing the Delphi Supplier Portal/Supplier Suggestion Program Page Contact Delphi Service Desk Page 15 Log In to Delphi Supplier Portal and accessing the Supplier Suggestion Program Page Delphi Supplier Suggestion Program Suggestion Form Page 21-33» Contact Information Page 23» Affected Part Information Page 24-25» Change Impact Page 26-29» Submit Suggestion Page 30» Duplicate button Page 31» Submitting multiple suggestions Page 32» Updating submitted suggestions Page 33 Viewing Suggestion Status Page Searching Suggestions Page Printing suggestions Page Making Corrections to a suggestion Page 45 Appendix» Changes in Ultimate DUNS Page 47» Web Browser Requirements Page 48 Enhancements:» Mandatory Supplementary Form Page Release Updated 22-April

3 Relationship between Covisint and Delphi Supplier Portal (DSP) Covisint Tools Bulletins Covisint Delphi Supplier Portal Delphi Applications Delphi epayments Delphi Problem Solver Delphi Supplier Suggestion/Change edelphipay Global Web EDI Supplier Profile Supplier Profile Administration Supplier Scorecard Covisint is a B2B company that provides services and tools in an online environment. Delphi hosts their Supplier Portal utilizing Covisint. To access the Delphi Supplier Portal (DSP) you must register with Covisint. There is NO COST to access the Delphi Supplier Portal. Delphi hosts their applications on the Delphi Supplier Portal. To access these applications, you must have access to Delphi Supplier Portal. The applications may have requirements to the company to access, but do not have a cost to the user. Release Updated 22-April

4 Delphi Supplier Portal & Supplier Suggestion/ Change Request Program- Misconceptions 1/2 There is a cost associated with accessing the Delphi Supplier Portal and Delphi Supplier Suggestion/Change Request Program. There is NO COST associated with accessing the Delphi Supplier Portal and Delphi Supplier Suggestion Program. You can access the Delphi Supplier Portal and Delphi Supplier Suggestion /Change Request Program without registering on Covisint. Users can access the Public side of the Delphi Supplier Portal without registering with Covisint, however, the Delphi Supplier Suggestion/Change Request Program is not accessible from the Public side. To access the Delphi Supplier Suggestion/Change Request Program, users must register with Covisint and obtain a user name and password. Release Updated 22-April

5 Delphi Supplier Portal & Supplier Suggestion/Change Request Program- Misconceptions 2/2 You can only access the Delphi Supplier Portal and Delphi Supplier Suggestion/Change Request Program if Covisint has been rolled out to the Regions. Both Delphi users and Suppliers have confused Covisint with Problem Solver. Delphi Problem Solver tool is already rolled out to the regions. Suppliers in all regions can access Covisint and register to access the Delphi Supplier Portal and Delphi Supplier Suggestion program. Not all suggestions go into the Delphi Supplier Suggestion/Change Request Program Delphi Corporation Direction: ALL SUPPLIER SUGGESTIONS must be entered into the Delphi Supplier Suggestion Program.» Includes Supplier suggestions collected during workshops Delphi Service Desk - To obtain a Delphi Service Desk ticket from a service desk agent, go to: and click Delphi Portal Applications Help Desk Information under Frequently Used Documents - To send an to an application support mailbox, go to: click Contact Delphi, click Delphi Supplier Portal Contacts and select the appropriate application link Release Updated 22-April

6 Introduction Purpose of Delphi Supplier Suggestion/Change Request Program This application will allow Delphi Suppliers to input suggestions/change requests through the Delphi Supplier Portal and receive regular status updates on their progress. Delphi divisions will be able to review, transfer the suggestions/change request to their system and provide regular status updates Features and Benefits Single Common Process to electronically submit suggestions/change requests to all divisions of Delphi. Delphi and suppliers can document, communicate, and report in real time. Ability to track suggestions/change requests and receive regular updates via or through the program Customizable search on submitted suggestions/change requests Supplier Requirements There is NO COST to the suppliers associated with using the Delphi Supplier Suggestion/Change Request Program (DSS/CRP). Suppliers can have an unlimited number of users. Suppliers must have access to the Delphi Supplier Portal to have access to the Delphi Supplier Suggestion Program.» Suppliers can obtain access to the Delphi Supplier Portal and Supplier Suggestion Program by registering with Covisint at NO COST. Release Updated 22-April

7 Delphi Supplier Suggestion/Change Request Program Fully Dedicated administrators at each division to follow-up Clearly established criteria for approval Active information sharing Suggestions/SCRs electronically routed to the divisions Delphi Supplier Portal Supplier Suggestions/Change Request Program Input Suggestions/SCRs electronically Suppliers Provide regular status updates Receive real-time status updates Active information sharing Release Updated 22-April

8 Evaluation Process: Defining Stages 0-4 Mobilize Assessment Define Plan & Execute Verify STAGE 0 STAGE 1 STAGE 2 STAGE 3 STAGE 4 New Suggestion/ Supplier Change Request (SCR) Suggestion Identification through: Workshops Communications with Suppliers Supplier Change Request: Change in productivity, Mfg. Location, tooling, subsupplier, control plan, process improvements, etc Suggestion/SCR Information Suggestion completely described Initial Assessment Opportunity Development Additional information gathered internally and/or supplier at a high level Opportunity Approval(Filter) Proceed to Stage 2 if suggestion/scr has merit to continue for detailed evaluation Change Request Number required for direct material to proceed to Stage 2 Business Case Development and Approval Business Case Development Detailed Assessment - Financial Validations - Technical Validations Organizational Approval Business Case Approval Positive Business Case: - Technical - Financial - Other benefits Change Notice number and PPAP/Implementation instructions required for direct material to move to Stage 3 Implementation planning and execution Implementation Detailed Implementation Plan (PPAP, Plant trial runs, Customer PTR, Internal PTR, etc ) Communications and Approval Stakeholder communication Verification of completion PPAP Approval required to move to Stage 4. Complete and financially evaluated Implementation Complete Actual Cost savings tracked and reported Verification of contracts Assigned to Stage 1 when information is complete Disposition assigned: Approve for Stage 2 or reject Disposition assigned: Approve for Stage 3 or reject Disposition assigned: Stage 3 Reject or complete Release Updated 22-April

9 Supplier Suggestions - Guidelines All Supplier Suggestions must be entered in the Delphi Supplier Suggestion Program! Includes suggestions generated by the Supplier as well as those generated through collaborative efforts, such as Supplier workshops. Supplier Suggestions include: Cost saving ideas identified by the supplier resulting from product, process, package improvements. Quality improvements in product, process, package that do not result in hard cost savings (cost avoidance). Supplier Suggestions do NOT include: Cost saving ideas initiated by Delphi that the supplier is required or asked to implement. Cost savings resulting from negotiations in price. Release Updated 22-April

10 Supplier Change Request - Guidelines Supplier Change Request (SCR) is required for supplier initiated changes in: Component design or functional requirements, Manufacturing process (includes rework) Manufacturing location Additional or replacement of non-perishable tooling Sub-tier supplier changes - The supplier change request should be completed prior to sourcing A change request initiates proposed changes regardless of cost impact whenever quality is the primary goal. See SCR Screen shot below that provides guidance concerning what authorizes a change and subsequent shipping. Release Updated 22-April

11 Supplier Instructions on Gaining access to the Delphi Supplier Suggestion Program

12 Supplier Instructions for Gaining Access to Delphi Supplier Portal & Supplier Suggestion Program For Suppliers: I have access to Covisint and the Delphi Supplier Portal. How do I access the Supplier Suggestion Program? If you already have access to Covisint along with the Delphi Supplier Portal, Supplier Suggestion is automatically accessible. No additional requests are required. Login to Once you are in the Delphi Supplier Portal: Click on the Applications Tab Click on the Supplier Suggestion Program link I have access to Covisint, but do not know if I have access to the Delphi Supplier Portal. How do I find out if I have access to the Delphi Supplier Portal? To determine if you have Delphi Supplier Portal access Login to 2. Select Edit My Profile under Administration 3. Select View Service Packages under My Profile to confirm access to Delphi Portal I have access to Covisint, but I don t have access to the Delphi Supplier Portal. How can I get access? If you do not have access to the Delphi Supplier portal 1.Login to 2. Select Administrative Tools under Administration 3. Select Request Service under Common Actions 4. Request access to Delphi Portal Portal under Partner Portals 5. Review request and submit. 6. Await approval from your Top-Level Organization Security Administrator 7. Select Edit My Profile under Administration 8. Select View Service Packages under My Profile to confirm access to Delphi Portal Release Updated 22-April

13 Supplier Instructions for Gaining Access to Delphi Supplier Portal & Supplier Suggestion Program I don t have access to Covisint, but my Company has access to Covisint. How do I get access to Covisint and the Delphi Supplier Portal? Complete the online user request form at the following URL: 1. Select New User under User Options 2. Begin Registration 3. Find Organization (your company) and continue registration process for New User 4. Select Delphi Portal as a service package 5. Review request and submit 6. Await approval from your Top-Level Organization Security Administrator I don t know if my Company has access to Covisint. How do I get access to Covisint and the Delphi Supplier Portal? Complete the online user request form at the following URL: 1. Select New User under User Options 2. Begin Registration 3. Find Organization (your company) and continue registration process for New User If you cannot find your organization follow the instructions below for My Company does not have access to Covisint. How do I get access to Covisint and the Delphi Supplier Portal? If you find your Company, continue registration for New User. 1. Select Delphi Portal as a service package 2. Review request and submit 3. Await approval from your Top-Level Organization Security Administrator Release Updated 22-April

14 Supplier Instructions for Gaining Access to Delphi Supplier Portal & Supplier Suggestion Program My Company does not have access to Covisint. How do I get access to Covisint and the Delphi Supplier Portal? Complete the online user request form at the following URL 1. Select New Top-Level Organization under Organization Options 2. Begin Registration 3. Accept Administrator Roles 4. Enter Organization Information 5. Select Delphi Supplier Portal as a service package 6. Review Request and Submit 7. Await New Top-Level Organization approval (usually within 24 hours) Once your company receives approval, return to the online request form at the following URL 1. Login to Covisint 2. Select My Organization Services under Organization to confirm access to Delphi Supplier Portal Release Updated 22-April

15 Supplier Instructions for Gaining Access to Delphi Supplier Portal & Supplier Suggestion Program What do I do if I have problems accessing the Delphi Supplier Portal and/or Delphi Supplier Suggestion Program? Contact Delphi Service Desk: - To obtain a Delphi Service Desk ticket from a service desk agent, go to: and click Delphi Portal Applications Help Desk Information under Frequently Used Documents - To send an to an application support mailbox, go to: click Contact Delphi, click Delphi Supplier Portal Contacts and select the appropriate application link Release Updated 22-April

16 Log In to Delphi Supplier Suggestion Program

17 Public Homepage- Delphi Supplier Portal Go to This is the Delphi Supplier Portal Public Home page. Enter User Id and password to log into the Delphi Supplier Portal Release Updated 22-April

18 Registered User Homepage Delphi Supplier Portal This is the Delphi Supplier Portal homepage for Registered Users Select the Applications Tab Release Updated 22-April

19 Delphi Supplier Suggestion/Change Request Program(DSS/CRP) This is the Applications Tab viewable by Registered Users Select Delphi Supplier Suggestion/Change Request Program The Detail link provides additional documentation for DSS/CRP-training, blank suggestion form, FAQs Release Updated 22-April

20 DSS/CRP Supplier View Navigation menu This is the Supplier Suggestion Homepage Navigation Menu Submit Suggestion/Change Request: On-line form in English or Portuguese View Status: Shows status of suggestions/change requests submitted by supplier user Search : Ability to search suggestions/change requests submitted by supplier user Release Updated 22-April

21 Supplier Suggestion/Change Request Form

22 Supplier View Submit Suggestion/Change Request To submit a suggestion or change request the user will select Submit under the Suggestions/Change Requests menu heading. A single common form is used for submitting suggestions and change requests. The form contains four sections: Contact information Affected Parts Information Change Impact» Cost Savings Attachments Release Updated 22-April

23 Submit Suggestion/Change Request - Contact Information The user may click on the Same as Entered By link to automatically copy the Entered By information to the Suggestion Owner fields. Owner information can be updated in Stage 0-3 It is important to have the correct address. Status notifications, comments and stage changes use the address on the form for all correspondences. Receive Status if this box is checked, s will be sent to the provided address each time the status of the suggestion changes as it moves through the evaluation process. Enter Manufacturing /Location Name and DUNS DUNs # can be picked from the dropbox, or manually entered in the field on the left. Release Updated 22-April

24 Submit Suggestion/Change Request - Affected Part Information Release Updated 22-April Division must be selected before the Region drop down box will be populate Select a commodity group from the drop down box. If you are unsure, select the group that you believe the affected part /project belongs. Shipped To Location Delphi locations where parts are delivered or services are provided. Enter all locations. Pass-thru or Direct Ship Product Pass-thru Product enters Delphi property. Delphi takes control of the shipping process. Direct Ship Product leaves supplier dock and goes straight to customer. Supplier escr Supplementary Form Template - Every suppliersubmitted suggestion / change MUST be accompanied by a mandatory Delphi Supplemental Information Form. (More details see page 49) Enter Delphi Part # (Direct suppliers) or Purchase Order # (Indirect suppliers). You can additional Part or Purchase Order Numbers by entering the number in the bottom field and clicking Add To delete a number highlight the number and click Del (More details see page 50)

25 Submit Suggestion/Change Request - Affected Part Information SQE/AQE Name SQE - Supplier Quality Engineer AQE Advanced Quality Engineer Provide Title to Suggestion/Change Request. Suggestions/Change requests from Direct suppliers will not be processed without Delphi SQE/AQE name PCR Problem Case Report Number assigned from Problem Solver application. Guidelines for an Emergency: Plant Shutdown Quality Spill Moving entire manufacturing Natural Disasters (Act of God ) Release Updated 22-April

26 Submit Suggestion/Change Request - Change Impact Type of improvement- What does the initiative improve? If other is selected, enter improvement type. Affects- What does the initiative affect? If other is selected, enter a descriptor Explain the impact on Affects selected. Release Updated 22-April

27 Submit Suggestion/Change Request - Change Impact Estimated Implementation Lead Time After Approval: How long will it take your company to implement suggestion/change after approval Requested Disposition Date: When would your company want/require a decision on the submitted suggestion/change request? Release Updated 22-April

28 Submit Suggestion/Change Request- Change Impact Cost improvement? - Indicate if the initiative will provide a cost improvement for Delphi. You can either enter estimated annual savings. OR Complete piece price, volume etc. fields and allow the system to calculate savings. Piece price values allow 4 decimal places Estimated Volume: Enter the same value as the Current Volume, unless the suggestion impacts the volume The Estimated/Calculated Savings should reflect Delphi Savings from suggestion. Negative values NOT allowed. If negative, enter zero. Provide negative value and explanation in Explain Savings field. Explained savings Briefly describe the source of savings. ` Release Updated 22-April

29 Submit Suggestion/Change Request- Attachments Selection of the browse button will open a window for attachments. Attachments cannot total more than 5 megabytes. Attachments should include documentation such as validation information, capability analysis, etc. In stages 1-3, attachments can be added but not removed. No additional part numbers or changes to initial submission are to be added via an attachment. Please contact administrator if this is needed Selection of the browse button will open a window for attachments. The system will inform suppliers no additional parts are to be added via an attachment to initiatives beyond stage 0. System instructs suppliers to contact Delphi Administrators Release Updated 22-April

30 Supplier View Submit Suggestion/Change Request Review the suggestion form prior to submitting to ensure that all required fields are completed. If the user tries to submit the form without filling in all required fields an error message will display informing the user which field needs to be completed. An example error message is shown below: Reset button Clears all values from the form. Release Updated 22-April

31 Supplier View Submit Suggestion/Change Request Upon submission of the suggestion the browser will display a static version of the suggestion that the user may then save or print for their records. If the supplier indicated yes for notification, an notification will be delivered to the submitter and/or suggestion owner indicating that a suggestion was received by the Delphi Supplier Suggestion/Change Request Program Duplicate button When the user clicks the duplicate button, the form will be redisplayed with all fields populated with the values of the previously submitted suggestion. It does NOT duplicate the attachments. User should update any fields with differing information and add any attachments prior to submitting. Release Updated 22-April

32 Supplier View Submit Suggestion/Change Request If a supplier has multiple suggestions to enter, the supplier should click the back button on the browser and click the Reset button at the bottom of the suggestion form to clear the fields. Begin completing required information for the next suggestion. The application is active for 90 minutes. There is a countdown clock on the top right hand corner of the form that allows the user to monitor the amount of time remaining until timeout. After 90 minutes, a pop up will appear informing you that there is 15 minutes remaining until the application times out. It also gives you the opportunity to extend the time you work on the form for an additional 90 minutes. NOTE: If you do not click OK to keep the application active, and you fail to submit the form before the session times out, your work will be lost and you will have to complete the form over again. Release Updated 22-April

33 Making Changes/Updates to the Form Allied suppliers (Delphi divisions that supply other Delphi Divisions) cannot make corrections or update the form once submitted. Only non-allied (external) suppliers can make updates to the form. Delphi Divisional Administrators cannot access the suggestion form to make corrections/updates. Making Changes to the submitted suggestion/change request form (nonallied suppliers only) Any information on the form can be updated by the supplier, if the suggestion/change request is in Stage 0. Supplier Contact information, Delphi Buyer name/phone, Delphi Engineer name/phone, Delphi AQE/SQE name/phone, other Delphi Contact information can be changed by the supplier in Stage 0-3. Attachments can be added by the supplier in Stage 0-3. Delphi Divisional Administrators can update Division, Region, Commodity Group, Delphi Buyer, Delphi Engineer, Delphi AQE/SQE name in Stage 0-3 in the evaluation form (not accessible by supplier). Updates to these common fields will be reflected in the suggestion/change request form. System will verify if updates have been made to the initiative when the Save button is pressed. If no changes have been made to the stage 0 initiative, the system displays the following message: Release Updated 22-April

34 View Suggestion Status

35 Supplier View View Suggestion Status When selecting View Status, the following table below and information will be displayed. Only suggestions submitted under the ultimate DUNS of the user will be displayed in the list. The user may click on the first four column headers to resort the list. If the user clicks on the suggestion number link a static view of the suggestion will be displayed. The supplier can see comments from the Delphi Contact for a given suggestion/change Request under the Administrator Comments column. Rejected initiatives will be identified as such with a red label. Rejection date is displayed in together with the reject reason in the disposition form Release Updated 22-April

36 Search Suggestions

37 Supplier View Search Suggestions Suppliers use Suggestion fields (from suggestion form) when selecting search parameters and columns to display in the search results. The search results will display all suggestions that contain ALL selected search criteria. The Search form consists of Keyword search Display options Search Parameters» General Information» Affected part information» Suggestion/Change request information Release Updated 22-April

38 Supplier View Search Suggestions Keyword Search Display Options All columns selected will be displayed in the search result set» To select more than one parameter from the list, hold the control button down while clicking on parameters» You can view cost saving suggestions or change requests or both Release Updated 22-April

39 Supplier View Search Suggestions General Information (Search Parameters) A calendar component will display when the user clicks on the calendar icon.» The date selected on the calendar will then be automatically entered in the date text field Release Updated 22-April

40 Supplier View Search Suggestions Affected Part Information (Search Parameters) Suggestion Information (Search Parameters) Release Updated 22-April

41 Supplier View Search Results Search Results After the user selects the search parameters and clicks the search button the search results will be displayed as shown below: User can click on Export Excel File and the information will be displayed in Excel spreadsheet. Release Updated 22-April

42 Printing Suggestions

43 Printing suggestions Suppliers can print and save suggestions in a print friendly format from Search Results and from the suggestion view In order to launch print friendly format, supplier must have Adobe Acrobat reader installed. Printing from search results After selecting search criteria, click Search» You can click Search at the top of the search page, next to keyword» Or, click Search at the bottom of the search criteria page» On the search results page, select the suggestion that you would like to view in print friendly (.pdf) format and click View Selected (PDF) NOTE: There is a maximum of 10 suggestions that can be selected for pdf view. Release Updated 22-April

44 Printing Suggestions Printing from suggestion view Open and view the suggestion Scroll down to the bottom of the page and click View Selected (PDF) Release Updated 22-April

45 Correcting a Suggestion Find the suggestion that requires editing using View Status or Search. Open the suggestion and make changes. Some changes can only be made at certain stages.» Stage 0: All fields can be updated» Stage 1-3: The following fields can be updated: Suggestion Owner Contact information; Buyer Name, Buyer Phone, Engineer Name, Engineer Phone. Attachments can be added but not removed.» Stage 4: No fields can be updated After completing the changes, scroll down and Save. Release Updated 22-April

46 Appendix

47 Changes in Ultimate DUNS? If your company has changed ultimate DUNS, you will not be allowed to see initiatives under old Ultimate DUNS Contact Delphi Help Desk at 1 (877) (Domestic) or 1 (915) (International). Additional regional helpdesk info can be found at: click Registration tab, click Delphi Portal Applications Help Desk Information Inform the Helpdesk person that you need to report a change in ultimate DUNS and require suggestions entered in Delphi Supplier Suggestions/Change Request Program to be moved to a new Ultimate Ask the Delphi Helpdesk person to dispatch the case to DELP_SAP_SUPPLIER_APP inbox A helpdesk case or ticket number will be provided for future follow-up You will be contacted by someone from the registration team to work with you Make sure you have a list of initiatives in the system you may want to move to the new ultimate NOTE: Delphi will only make the move of initiatives to new ultimate after Dun & Bradstreet has confirmed ultimate change Release Updated 22-April

48 Web Browser Requirements For registered users to take full advantage of the high-end features offered by Covisint, a modern web browser is required, such as Microsoft Internet Explorer 5.0 or Netscape 4.5 to 4.7. We recognize that to limit support costs across our customer base, many of our customers have policies and processes which control and limit the ability of their employees to change or upgrade their browsers in the same manner that a consumer can upgrade their browsers by downloading and installing a new browser or version. Covisint and Delphi fully support these policies and will not encourage any employee to violate these policies and procedures in order to use our applications. Release Updated 22-April

49 Supplier Suggestion/Change Request Enhancements Effective 28 March 2014, Delphi is making two (2) important changes to the Delphi Supplier Suggestion / Change Request (SS/CR) Program in order improve timeliness of responses and ease of entry of multiple part numbers. 1) MANDATORY Delphi Supplemental Information Form: Every supplier-submitted suggestion / change MUST be accompanied by a mandatory Delphi Supplemental Information Form. This form will be directly downloadable from the SS/CR data-entry page as shown in the screen shot below. Your completed form will be required in order for Delphi to conduct the Initial Assessment and Business Case in a more timely manner, thus positioning us to address your change / suggestion more quickly. Please note that suggestions / changes CANNOT be submitted without the Supplementary Form attached and that, if any data is left blank on the form, the form will be rejected. You will be asked to complete the form in its entirety and submit a new request. Here are a few tips: If your form is rejected due to lack of completeness, you will be asked to complete the form in its entirety and submit a new request. When you duplicate a suggestion / request, the system will not attach the supplemental information form from the rejected request. You will have to attach a new one. It is recommended that you complete the Supplemental Information Form prior to starting your suggestion / change request. There is a timeout of 90 minutes when you create a request so, in order to give yourself enough time to complete the form before the timeout, you may want to do this. Also, if you are not the owner of the request, you may need to get input from someone else in your organization in order to complete the form. Release Updated 22-April

50 Supplier Suggestion/Change Request Enhancements 2) Entering Multiple Part Numbers (in the 'Additional Part Numbers' section): The SS/CR Program will now accept multiple part numbers as opposed to having to enter them one-at-a-time in the 'Additional Part Numbers' section. In order to properly utilize this feature, the part numbers must be separated by a comma and you must have the same number of values in the Delphi Part #, Revision Level, Part/Project Name, and Drawing Number; so that it is clear to Delphi which revision level, part/project name, and drawing number align with which Delphi part number. See screen shot below for example: Release Updated 22-April