A Guide for Non-Production and Production Purchasing Buyers and Suppliers

Transcription

1 A Guide for Non-Production and Production Purchasing Buyers and Suppliers

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3 Table of Contents Table of Contents...1 WebQuote Document Delivery Overview...5 DOCUMENT DELIVERY FUNCTIONS...5 SYSTEM INTERACTIONS...5 Getting Started...6 USER ACCESS...6 LOGIN INSTRUCTIONS FROM FORD SUPPLIER PORTAL (FSP)...9 NOTIFICATIONS SENT TO USERS REGARDING DOCUMENT DELIVERY...11 ADDITIONAL REQUIREMENTS...11 WebQuote Homepage...12 Non-Production RFQ's and Quotes (CPARS)...14 RESPONDING TO NON-PRODUCTION RFQ'S...14 DECLINE TO BID...20 Production and Prototype RFQ's and Quotes (WIPS)...21 RESPONDING TO PRODUCTION OR PROTOTYPE RFQ'S...21 TIPS FOR QUOTING...21 COMPLETING THE QUOTE...28 ENTERING CAPACITY INFORMATION...35 ENTERING PLANT PRICING INFORMATION...42 ENTERING TOOLING DETAILS...45 MAKING ATTACHMENTS TO THE QUOTE...47 SUBMITTING THE QUOTE...48 Finding Documents...54 SEARCHING FOR ORDER DOCUMENTS...54 OPTION #1: USE THE WEBQUOTE HOMEPAGE TO VIEW DOCUMENTS...55 OPTION #2: USE THE ADVANCED SEARCH FOR ORDER DOCUMENTS...59 SEARCHING FOR REQUEST FOR QUOTE DOCUMENTS (RFQS)...64 OPTION #1: USE THE WEBQUOTE HOMEPAGE TO FIND AN RFQ...64 OPTION #2: USE THE ADVANCED SEARCH FOR RFQS...66 SEARCHING FOR QUOTES...70 USE THE ADVANCED SEARCH FOR QUOTES...70 USING THE SEARCH RESULTS...74 PRINT AN INDIVIDUAL DOCUMENT...76 PRINT MULTIPLE DOCUMENTS...77 Tool Tracking...80 REQUIREMENTS...80 WHAT IS IT?...80 GENERAL INFORMATION REGARDING TOOL TRACKING...81 SEARCHING FOR TOOL TRACKING INFORMATION...82 COMPLETING TOOL TRACKING INFORMATION...84 HOW DO I MAKE MY PICTURES MEET THE 100KB FILE SIZE LIMIT?...88 Sourcing...92 REQUIREMENTS...92 BACKGROUND AND BENEFITS...92 NOTIFICATIONS...94 SEARCHING FOR A SOURCING DOCUMENT...95 OPTION #1: USE THE WEBQUOTE HOMEPAGE TO FIND A SOURCING DOCUMENT...95 OPTION #2: USE THE ADVANCED SEARCH FOR SOURCING DOCUMENTS...97 WebQuote Page 1 Date Issued: June 2, 2014

4 REVIEWING THE SOBA DOCUMENT ACCEPTING A SOBA REJECTING A SOBA REVIEWING THE PROGRAM COMMUNICATION PACKAGE (PCP) REVIEWING AN 8-BIN RFQ OR CPA RFQ COMPLETING THE 8-BIN OR CPA QUOTE ADDING PRODUCTION TOOLING TO THE QUOTE ADDING PROTOTYPE PRICING TO THE QUOTE SUBMITTING THE QUOTE ACCEPTING THE CPA ORDER RESPONDING TO THE CPA ORDER SCREEN HELP WEB AND TELEPHONE ASSISTANCE SUBMITTING A REQUEST FOR HELP VIA THE WEB CALL THE HELP DESK WebQuote Page 2 Date Issued: June 2, 2014

5 Start to Finish What to Do in WebQuote WebQuote is a user friendly web based application to be used for communication between Suppliers and Ford Motor Company Purchasing. This page provides a general "To Do" list for tasks that Suppliers complete in WebQuote. The rest of this document provides step by step detailed directions for performing each task. 1. Logon to WebQuote through Covisint and the Ford Supplier Portal. 2. Review the WebQuote Homepage for any new RFQs or Purchase Orders. 3. Review the list of "Open Requests". If there are open RFQs, review them and decide whether or not to send quote for them. 4. If you decide not to send a quote, open the RFQ, click [Decline to Bid], and enter your reason for not submitting a quote. 5. If you decide to send a quote, open the RFQ, click [Go To Quote], enter all the quote information, and submit the quote. 6. Search for and review the quotes you have submitted in the past. 7. Review the list of "Recently Approved Purchase Orders (PO's)" for any purchase orders, tool orders, or lump sum documents that have been awarded to you. 8. Open the PO to review, print, or save it as necessary before fulfilling the order. 9. View and attach signature to Supplier-On-Board Agreement (SOBA) for early Sourcing process. 10. View Program Communication Package (PCP) documents generated for early Sourcing process. 11. Review and respond to 8-Bin RFQs or CPA RFQs as part of the early Sourcing process. 12. View and accept CPA Orders as part of the early Sourcing process. WebQuote Page 3 Date Issued: June 2, 2014

6 WebQuote Page 4 Date Issued: June 2, 2014

7 WebQuote Document Delivery Overview DOCUMENT DELIVERY FUNCTIONS WebQuote is the global solution for Production and Non-Production Purchasing for transferring key documents between the supply base and Ford Motor Company. WebQuote Document Delivery functionality includes the following: Notifications and Attachments: WebQuote contacts users through notifications. When a document has been generated or modified by one of the internal Ford Purchasing source systems, the Supplier(s) is notified and is allowed to view and/or print that document. WebQuote also allows document attachments. Although these attachments will not be copied into the proven purchasing systems, they will be available through links between the systems and will be stored in the WebQuote system according to record retention requirements. Accessibility: Suppliers are granted access to view and/or print all documents for the Supplier codes to which they have authority. The easy to use Find Document screen and an At-A-Glance screen help Suppliers find the documents they need, and provide links to the desired documents. History: All documents, including attachments, from the date WebQuote is launched will be available in WebQuote for future access. SYSTEM INTERACTIONS WebQuote interacts with many other Ford systems. The main ones include: Global Supplier Database (GSDB) Formerly known as the Uniform Company Coding System (UCCS), this system assigns each Supplier and Ford location a fivecharacter code that is used on various documents. Worldwide Integrated Purchasing System (WIPS) This system is used to generate all legal agreements (including Purchase Orders, Claims and Automaterials) between Ford Motor Company and its production Suppliers. Corporate Procurement and Receiving System (CPARS) This system is used for requisitioning non-inventory goods or services, part specification, material control, procurement, and accounting. Control of Requisitions and Approvals (CORA) This system is used in Europe to create releases against non-inventory blanket orders and raise Purchase Notifications (PN) which are sent to buyers in CPARS. WebQuote Page 5 Date Issued: June 2, 2014

8 Getting Started USER ACCESS Suppliers with WebQuote access are allowed to access, view and print the documents associated with their permissions. The Supplier FSP Corporate Service Administrator (CSA) grants access to site codes for WebQuote Service Packages and requested site codes. Users request the appropriate Service Package and manufacturing site codes through Covisint's Administration Tools link. The Supplier CSA approves or denies the requests. The manufacturing/supplier site codes must be requested at the 5-character level to gain access to WebQuote data. WebQuote Service Packages There are four different Service Packages available for WebQuote. Select the appropriate Service Package based on whether you are a Production or Non-Production Supplier. WebQuote Purchase Order Document The WebQuote Purchase Order Document service package allows users to view all WebQuote Document Delivery functionality. (Currently for Production Suppliers only) WebQuote RFQ's and Quotes The WebQuote RFQ's and Quotes service package allows users to view all RFQs and update and respond to Supplier quotes. WebQuote Tool Tracking The WebQuote Tool Tracking service package allows users to manage the pertinent information related to Ford Owned Tooling, including the tool location, tool order and part number associations, and upload tool photos required for tooling payments. WebQuote Sourcing The WebQuote Sourcing service package allows users to electronically sign and submit Supplier-On-Board Agreements (SOBA) for Production Purchasing s early sourcing process. Users may also access Program Communication Package (PCP) documents confirming receipt of the SOBA. NOTE: We recommend that this token should be granted to only those supplier personnel who are involved with the Sourcing process and are authorized to enter into sourcing agreements with Ford Motor Company. In addition, users review and respond to 8-Bin and CPA (Commercial Program Agreement) RFQs. And finally, users can view and accept CPA Orders, also as part of the early sourcing process. WebQuote Page 6 Date Issued: June 2, 2014

9 Requesting the Service Packages for WebQuote The process for requesting the appropriate Service Package for WebQuote is the same as requesting any FSP application sub-package from within Covisint. 1. From the Covisint or FSP Homepage, click Administration Tools on the left side of the screen. 2. Click Request a service package from the "Common Actions" section. WebQuote Page 7 Date Issued: June 2, 2014

10 3. Scroll down to the Ford Supplier Portal section of the screen. Click Request Sub-package. 4. Scroll down until you find the WebQuote Service Packages. Click in the checkbox next to the Service Package to be added. Note: If there is no symbol in the Notes column to the right of the Service Package you want to add, your parent company must first subscribe to the Service Package within Covisint before you can be added as a user. 5. Enter any additional information in the Request Reason field. 6. Click [Continue]. 7. Click the checkbox next to the appropriate Site codes. 8. Click [Continue]. The Request Confirmation screen displays and your request has been sent to your CSA. For more information on Requesting Service Packages, click the How to Request an Application link on the FSP Home Page. There is a weekly feed between WebQuote and FSP. Depending on when you request access, you may be granted access to WebQuote right away, or it may take up to five business days. WebQuote Page 8 Date Issued: June 2, 2014

11 LOGIN INSTRUCTIONS FROM FORD SUPPLIER PORTAL (FSP) 1. From your web browser, access 2. Enter your Covisint user ID and password in the Login section of the screen. 3. Click [Submit]. 4. From the Ford Supplier Portal, click the Applications tab. 6. Click the Show all Applications link or select Purchasing from the Filter by drop down list and click [Go]. WebQuote Page 9 Date Issued: June 2, 2014

12 7. Click the link for WebQuote. The WebQuote home page displays. WebQuote Page 10 Date Issued: June 2, 2014

13 NOTIFICATIONS SENT TO USERS REGARDING DOCUMENT DELIVERY notifications are sent to users from WebQuote. You will be sent notifications when a new document is available for your use. A link to the appropriate location in the WebQuote system is contained in the notification. Suppliers receive notifications when new documents are created or amended due to new purchase orders, RFQs, Automaterials, claims, cancellations, SOBA or PCP documents, or other conditions. To access WebQuote using an notification: 1. Click on the URL in the body of the notification. Note: If you have not already logged in through FSP, you will be prompted to log in for security verification. If the Secure B2B Server screen displays, click the here link to login through Covisint. 2. The document referenced in the notification displays. You may view, print, and export this document, or navigate to other documents in WebQuote. ADDITIONAL REQUIREMENTS Documents viewed and printed from within WebQuote are presented in PDF format, which requires Adobe Reader, or another compatible software application, to view and/or print the document. Adobe Reader may be downloaded free from WebQuote Page 11 Date Issued: June 2, 2014

14 WebQuote Homepage The WebQuote Homepage can be accessed through either a link in an notification or directly from the Ford Supplier Portal. This Homepage provides many helpful items. Starting at the top of the screen, there are three links that are useful. WebQuote Page 12 Date Issued: June 2, 2014

15 Logout Provides users with a secure method of exiting WebQuote. Use this option if you are working on a shared workspace or have finished using the current session of WebQuote. Contact Us Click this link for information on how to contact the WebQuote support team. Help This link provides users with an electronic copy of this manual, as well as answers to other frequently asked questions regarding WebQuote. The body of the Homepage contains a view of recent activity. The documents listed here reflect the site codes and security access of the user. The body of the Homepage is split into two sections, the Open Requests and the Recently Approved Purchase Orders. To access a request for quote (RFQ) listed under the Open Requests section, click the colored link in the RFQ Number column. To access a purchase order (PO) listed under the Recently Approved Purchase Orders section, click the colored link in the ATP/Order Number column. If the RFQ you are looking for is not listed on the Homepage, click the See all open requests link to view a list of all the open RFQs for which you have not submitted a quote. If the PO you are looking for is not listed on the Homepage, click the see all approved POs link to view a list of all the POs received in the last 30 days. If you would prefer not to scroll through a list, you can search for documents using the Basic Search features on the right side of the page. See the section entitled "Finding Documents" for more information. WebQuote Page 13 Date Issued: June 2, 2014

16 Non-Production RFQ's and Quotes (CPARS) RESPONDING TO NON-PRODUCTION RFQ'S Using the list of RFQ's on the WebQuote Homepage or the search functionality described elsewhere in this manual, you will find RFQ's which have been sent to your supplier code for quoting. You must have the appropriate service package assigned to you to be able to submit a quote. 1. Click on the RFQ number link to open the RFQ. The RFQ displays. 2. Review the RFQ. The following information and functionality is available on the RFQ: WebQuote Page 14 Date Issued: June 2, 2014

17 The RFQ Number, Round Number, Status, Bid Due Date, Time Remaining to Bid, Issued Date, and a link to Terms and Conditions are located at the top of the screen. [Create Quote] - Click this button to start entering your quote. [Decline to Bid] Click this button if you do not want to submit a quote for this RFQ. Export to Excel Click this link to export the RFQ to an Excel document. Print RFQ Click this link to print the RFQ. RFQ Overview tab This tab contains an overview of the RFQ information including the Requisition number, RFQ Currency, Payment Terms, Freight on Board, Transportation Terms, Delivery information, Buyer information, Requester information, and links to previous rounds. Bidding Suppliers tab This tab contains your supplier information. Line Items tab This tab contains the line item information. The number on the tab is the number of line items on the RFQ. Line-up Meeting tab This tab contains all the information for the Line-up Meeting. Attachments tab This tab lists all of the attachments. The number on the tab is the number of items attached to the RFQ. Click the link for the attachment to open and view the attachment. Clauses tab This tab contains all the clauses for the RFQ. The number on the tab is the number of clauses for the RFQ. 3. Click [Create Quote] to start creating your quote. WebQuote Page 15 Date Issued: June 2, 2014

18 Note: Click the Decline to bid link if you decide you do not want to submit a quote. Click the RFQ No link to view the request for quote. WebQuote Page 16 Date Issued: June 2, 2014

19 Screen continued. Note: Fields marked with * are mandatory fields. Note: For Delivery Information select one of the radio buttons to enter either a delivery date, or a lead time. Note: Click the Attach another file link to add an attachment to the quote. Click the Attach another website link to add a URL. To remove an Attachment or URL that has already been added, click the remove link next to the field. WebQuote Page 17 Date Issued: June 2, 2014

20 Screen continued. 2 In the example above, each line is a different type of line. Line 1 is a non-production line item. Line 2 is a Transportation line item. On Transportation line items click the Transportation Details link for more information. Line 3 is an amendment. Line 4 is a deleted healthcare line item. It is highly unlikely that these line items would be found on the same quote. They are pictured in the example above to illustrate as many examples as possible. 4. Enter your quote information. If you are confused about any of the fields, click the What's this? link under that name of the field to view a description of the field. 5. Once you have entered all of your quote information, click [Continue Submit]. Note: If you want to save the quote to work on it another time, click [Save Quote]. The Quote Summary screen displays. WebQuote Page 18 Date Issued: June 2, 2014

21 6. Review the Quote Summary. If the quote is not correct, click the Back to Quote link to make corrections. 7. Click [Send Quote] to submit the quote. The Quote Confirmation message displays. WebQuote Page 19 Date Issued: June 2, 2014

22 DECLINE TO BID 1. From the RFQ, click [Decline to Bid] if you do not want to submit a quote for an RFQ. 2. Enter the reason for not bidding in the Reason for declining to bid field. 3. Click [Yes, Decline to Bid]. WebQuote Page 20 Date Issued: June 2, 2014

23 Production and Prototype RFQ's and Quotes (WIPS) RESPONDING TO PRODUCTION OR PROTOTYPE RFQ'S Once suppliers become enabled to use the RFQ/Quoting module of WebQuote, notifications are sent to the registered addresses of the supplier locations alerting them to the receipt of a new document to review. Clicking on the link in the will navigate the supplier to the individual document. Suppliers may then respond to, print, or review the document. Suppliers may also use the list of RFQ's on the WebQuote Homepage or the search functionality described elsewhere in this manual to find RFQ's which have been sent. Buyers are continuing to use the Worldwide Integrated Purchasing System (WIPS) to handle their Purchasing transactions. The integration of WebQuote is basically seamless to the Buyers, with the exception of a few minor screen changes and the addition of making or viewing attachments (described elsewhere in this manual.) TIPS FOR QUOTING Suppliers must have the appropriate service package and site codes assigned before they are able to respond to an RFQ and submit a quote. Check with the CSA at your company to verify your access rights. Mandatory Fields are marked two ways. Either with a red asterisk (*) or with yellow highlighting. Quotes cannot be submitted unless all mandatory fields are completed. When quoting a carryover part piece price, use EITHER the variance OR the new price field. Data cannot be entered in both. Attachments are allowed, and there is a 5MB limit per attachment. If a tooling lines are being created, the tool order header information on the quote details screen (capacity, importer of record, etc.) becomes mandatory. If the "cost from" price has changed on a part that you are currently quoting, you will receive an error message at the top of the quote, with detailed instructions to click REFRESH to see the updated pricing information. You may continue to complete and submit the quote after clicking REFRESH. Minimum requirements for quoting include the mandatory fields on BOTH the Quote Header screen and the Quote Details screen. This information is required for every quotation completed in WebQuote. WebQuote Page 21 Date Issued: June 2, 2014

24 Production: Click on these links to complete quote details. or Prototype: Complete these fields and click [SAVE] WebQuote Page 22 Date Issued: June 2, 2014

25 REVIEWING THE RFQ 1. From the WebQuote Homepage, click on a blue hyperlink to access a document. WebQuote Page 23 Date Issued: June 2, 2014

26 2. The RFQ displays. The top of this screen, otherwise referred to as the header, shows important information such as Round and Status information, Bid Due Date, Time Remaining, and Issue Date. Review this information before continuing to complete the quote. WebQuote Page 24 Date Issued: June 2, 2014

27 Below the header is the line level information Notice that this section is designed with TABS. Each tab contains different information for you to review. Note the number in parentheses in the title of the tab. This number indicates information you should review before continuing on to complete and submit the quote. Navigate from tab to tab by clicking on the title of the tab. Review the RFQ completely. The following information and functionality is available for your review from this screen: The first two buttons are [GO TO QUOTE] and [DECLINE TO BID.] More on these two buttons in the next section. For now, we will review the tabs contained on this screen. WebQuote Page 25 Date Issued: June 2, 2014

28 RFQ Overview Tab Contains general header level information such as Item number and description, buyer name and contact information, and superseded part number information. Bidding Suppliers Tab Contains supplier-specific information such as supplier code, location details, a link to start to submit the quote, and a link to print the RFQ. Click on Print RFQ to generate a PDF copy of the document. Adobe Reader is required for this functionality. WebQuote Page 26 Date Issued: June 2, 2014

29 Line Items Tab Contains information relating to the line items on the RFQ. Volumes Tab Contains part-specific volumes information fed to WebQuote from other Ford internal volumes systems. Volumes listed here are Production part volumes. Prototype volumes are located on the Plant Pricing screen. WebQuote Page 27 Date Issued: June 2, 2014

30 Attachments Tab Contains any documents attached to the RFQ by the buyer for supplier review. Click on the blue hyperlink to access the documents which have been attached. NOTE: There is a 5MB per file size restriction for attachments. Clauses Tab This tab contains canned remarks from WIPS that are either selected and added by the buyer, or system generated based on quote parameters. Review these closely. These are not editable. COMPLETING THE QUOTE For all scenarios in WebQuote, the basic procedures of what to "pick and click" are similar. The best advice is to READ THE SCREEN CLOSELY to make sure of what you are doing at what time. In this example, both a production quotation and prototype quotation will be completed. The production quotation will have tooling details as well. NOTE: In some carryover part instances, the buyer may have updated the cost-from price before the quote on the carryover part is submitted. WebQuote has functionality that allows the supplier to click [Refresh] on the Quote screen, which updates the cost-from price. An error message displays if this has occurred (note screenshot below.) Once you click [Refresh], you are able to continue quoting without returning the quote to the buyer for adjustment. WebQuote Page 28 Date Issued: June 2, 2014

31 WebQuote Page 29 Date Issued: June 2, 2014

32 ENTERING LINE ITEM INFORMATION To start the process of completing the quote: 1. Click [Go To Quote] from the View Request for Quote screen, or click Continue to Draft Quote from the Bidding Suppliers tab to start creating your quote. OR WebQuote Page 30 Date Issued: June 2, 2014

33 2. The Quote screen displays. Note that it is a scrolling screen, with all general quoting requirements and additional links on one screen for your convenience. Some important fields to note are called out below. Use this button to Decline To Bid. Use this link to navigate back to the RFQ. Use these links to enter quote information, such as packaging, Importer of Record, Capacity, and Tooling. Plant level pricing is also located here under the first link. This area of the Quote is the most important part of the quoting process because it is where most of the information is entered. Start here, and remember to save your work along the way. Use the "What's This?" links to get more information on how to use a field in WebQuote. Use the "Save" button to save your work and continue on with this same page, or use the "Continue to Submit" button if you are finished with the quote and would like to start the submit to the buyer process. Use this area to add attachments to the quote. Note the limitations on size of the attachments. WebQuote Page 31 Date Issued: June 2, 2014

34 3. Start your quote response by scrolling down to the Line Items and Additional Details area of the screen, shown below. 4. Complete the mandatory fields for each line item, noted in yellow. 5. Enter any OPTIONAL information necessary in the fields under the Additional Information header. 6. Click [Save]. The information is now saved and your quote is in DRAFT status. You may leave this screen, or even leave WebQuote, and your entered information is retained. WebQuote Page 32 Date Issued: June 2, 2014

35 7. You are now ready to complete the detailed Line Item information. Click on the first blue hyperlink in the Part/Item Number & Description field. Note: It is important to note that suppliers may enter information in whatever order they decide. Remember to save your work as you complete the screens. WebQuote will hold the data, if saved, until the supplier decides to submit the quote to the buyer. When you have entered information and saved it correctly, WebQuote displays a message indicating changes have been saved (see below.) WebQuote Page 33 Date Issued: June 2, 2014

36 8. The Production Quote Details screen displays. Note that mandatory fields are highlighted in yellow and are marked with an "*", and that there are two tabs on this screen one for Production details and one for Auto Materials (circled below.) 9. Continue to enter quote information on the Production Tab of this screen. Use the What's This links if you need information on a particular field. Remember to save your information as you go. For carryover parts, certain fields will be filled in with default information based on the superseded part. You may overwrite this information. WebQuote Page 34 Date Issued: June 2, 2014

37 If you have no Tooling Lines or Auto Materials information to add, enter your quote details and stop at the Tooling Details section. The fields in this section are to remain blank if you are not adding tooling lines. Note: If you have questions about the capacity information that is provided or how to respond with your information, please read the next section for additional information and instructions on how to complete this portion of the screen. 10. Click [Save and Return]. The Quote screen displays, with a confirmation message that the Quote Details were successfully saved. 11. Continue to enter quote information from this screen. The blue hyperlinks in the middle section of this screen should be used to access areas where information is required. Later sections of this manual detail those areas. ENTERING CAPACITY INFORMATION It is required that suppliers provide APPC (Average Purchase Parts Capacity) and MPPC (Maximum Purchase Parts Capacity) information with quotations on production parts. The Purchase Part Capacity represents your ability to consistently supply a part to Ford on a weekly basis. It is based on your facilities, tooling capacity, and your ability to procure components and raw materials. You should ensure that a Capacity Analysis Report is completed to provide the analysis details which led to the calculated PPC value(s). You are expected to maintain records of the completed Capacity Analysis Report (CAR) for the life of the part (plus service) plus one year for each PPC submitted, and provide the completed CAR to Ford upon request. WebQuote Page 35 Date Issued: June 2, 2014

38 The link to access the CAR template is: When completing the production quote, the PPC section is made up of two areas as shown below. The top half will contain PPC information from a previous RFQ and the bottom portion is for new PPC information to be added for this RFQ. It is required that you select at least one line of PPC information for this quote either by selecting one of the carryover lines or creating a new one for this quotation. Also, you are being requested to show all PPC information for the life of the part so it is possible that you may have to provide multiple lines on PPC data to show the ramp up of capacity over time. If this quotation also has tooling being quoted it is necessary that you select the PPC line that this tooling supports. This manual provides examples of each of these scenarios. Overview: This screen shot shows the PPC portion of the Line Item Quote detail screen. The top section shows carryover PPC information from a previous quotation for the part and the bottom section allows the user to add lines by clicking the [ADD PPC INFO] button. Note that the combination of lines that can be added between carryover and new cannot exceed 10 lines total. Note: If there is a red asterisk next to the heading Supplier APPC/MPPC Volumes field then it is required that this information is provided as part of the quotation. If there is no asterisk, then providing the data for this transaction is optional. PPC Information that is carryover from a previous RFQ Click here to add a PPC line PPC info added on this RFQ WebQuote Page 36 Date Issued: June 2, 2014

39 Scenario 1: No carryover line items to select and you have one or more PPC lines with no tooling on this quotation. 1. Click [ADD PPC INFO] to add a line of data. 2. Fill in the Effective Date, Capacity and Operating Days Required for both APPC and MPPC. Comments are only required if PPC does not meet APW/MPW. Since this is a quotation without tooling, it is not necessary to select one of the lines as Quote Supports. 3. If you wish to add another line of data, click [ADD PPC INFO] again. 4. If there is a line of data that needs to be removed, click Delete box for that line. 5. Click [Save] or [Save and Return] to continue completing the quotation. WebQuote Page 37 Date Issued: June 2, 2014

40 Scenario 2: No carryover line items to select, and you have one or more PPC lines with tooling on this quotation. 1. Click [ADD PPC INFO] to add a line of data. 2. Fill in the Effective Date, Capacity and Operating Days Required for both APPC and MPPC. Comments are only required if PPC does not meet APW/MPW. Since this is a quotation with tooling, it is necessary to select one of the lines of corresponding capacity by selecting the appropriate radio button in the quote supports column. 3. If you wish to add another line of data, click [ADD PPC INFO] again. 4. If there is a line of data that needs to be removed, click Delete box for that line. 5. Click [Save] or [Save and Return] to continue completing the quotation. WebQuote Page 38 Date Issued: June 2, 2014

41 Scenario 3: Carryover line items to select, and one or more PPC lines with no tooling on this quotation. 1. In the Current PPC Information section, select each line of PPC information that carried over from a previous RFQ that is still applicable for this RFQ by checking the box under the heading Retain. 2. To add additional lines, in the ADDED OR UPDATED PPC INFORMATION section [ADD PPC INFO] to add a line of data. 3. Fill in the Effective Date, Capacity and Operating Days Required for both APPC and MPPC. Comments are only required if PPC does not meet APW/MPW. Since this is a quotation without tooling, it is not necessary to select one of the lines as quote supports. 4. If you wish to add another line of data, click [ADD PPC INFO] again. 5. If there is a line of data that needs to be removed, click Delete box for that line. 6. Click [Save] or [Save and Return] to continue completing the quotation. The combination of Retained data from a previous RFQ and the new data created will be what is submitted for this RFQ. WebQuote Page 39 Date Issued: June 2, 2014

42 ENTERING AUTO MATERIALS To enter Auto Materials information for part(s): 1. Click on the blue hyperlink Click here to fill the production quote details from the Quote screen. 2. The Production Quote Details screen displays. Click the Auto Materials tab from the Production Quote Details screen. The Auto Materials tab displays. WebQuote Page 40 Date Issued: June 2, 2014

43 3. Use the dropdowns provided to outline the details of the automaterials that should be attached to this part. Complete the dropdowns left to right, as each one is dependent on the selection preceding it. a. First select the Index/Name of the automaterial. b. Select the country. c. Select the unit of measure. d. Enter a Scrap Rate. e. Select the Effective Date/Index from the selections provided. f. Enter the weight. This is the weight of the particular automaterial in the part you are quoting. 4. Click [ADD AUTOMATERIALS]. Note the automaterial you just added is now listed in the section above the dropdowns. You may add as many automaterials as are applicable. WebQuote Page 41 Date Issued: June 2, 2014

44 5. Click [Save and Return]. The Quote screen displays. ENTERING PLANT PRICING INFORMATION 1. To enter plant-specific pricing information, click on one of the links circled in the below screen shot to get started. Note that both production and prototype have Plant Pricing functionality available though we are only showing production here. The Plant Pricing Details screen displays. WebQuote Page 42 Date Issued: June 2, 2014

45 Using the drop down in the Plant Code field, select the plant for which you have plant-specific information to enter. Enter the plant-specific information in the remaining fields on this tab. 2. After entering information on the screen, click [Save.] You may now select another plant from the dropdown and repeat these steps until all plant specific information is entered. WebQuote Page 43 Date Issued: June 2, 2014

46 3. Once all plant pricing information is entered, click [Save and Return.] The quote screen displays. Note that a confirmation message displays, and a new message regarding Plant Pricing is displayed (shown below.) 4. In this example, we entered Plant Pricing for the Production part. Repeat this process if you have Plant Pricing for Prototypes, remembering to [SAVE] your information as you complete each plant. WebQuote Page 44 Date Issued: June 2, 2014

47 ENTERING TOOLING DETAILS Entering Tooling Lines is an optional function for suppliers, and can be done by using the Tooling Details tab on the quote screen (noted below.) 1. Start to create the Tool Order by completing the fields relating to tooling on the quote screen. These fields are Weekly Capacity Norm/Max, Lead Time, and Currency. These fields are mandatory if you create any tooling lines, and these fields apply to the entire tool order consider it "header information" for your tool order. 2. Use the pull-down list to select the correct Tool Order Type. Your options are: L J D C Z Long Lead Tooling Job #1 Tooling Design Change Tooling Capacity Tooling Other 3. Click [SAVE] once you have entered the information. WebQuote Page 45 Date Issued: June 2, 2014

48 4. Click on [ADD TOOLING LINE.] The Quote screen refreshes, and if you scroll to the bottom, notice that the Tooling area now has a place for you to create a tooling line. 5. Complete these fields. a. Description the clear, concise description of your tooling component. b. Cost the cost of this line. Decimals are not allowed. c. Supp GSDB the 5-digit supplier code where this tool physically resides. Enter the code, and use the [Validate] button to validate that it is an active code and populate the location address. The address information from GSDB will populate if it is a valid code. d. Supp Address the physical address where the tool will reside. If the address shown in the Supp GSDB field is not the address where the tool will reside, use click on Tooling Location Address to enter the address information. Using this field is not required if the "validate" function in the Supp GSDB field has the correct information. e. Del a checkbox that allows the user to delete a line if necessary. WebQuote Page 46 Date Issued: June 2, 2014

49 6. Click [SAVE] once the line is complete. A confirmation message is displayed at the top of the screen. 7. If more than one Tooling Line is needed, click on [ADD TOOLING LINE] and repeat the above steps. The Total Cost displayed at the bottom of this screen is a cumulative total of all Tooling Lines. 8. Click [Save and Return] once you have entered all necessary tooling. The Quote screen displays. MAKING ATTACHMENTS TO THE QUOTE Suppliers have the option to attach documents to the quote for Ford review. Attachments in WebQuote have a per item 5MB limit. To attach documents to the quote: 1. Click [Browse] at the bottom of the Quote screen (shown below.) 2. The "Choose File" dialog box pops up. Navigate to the desired file on your computer, select it, and click [Open] from the dialog box. (You may also double click on the file you wish to upload.) The file name now appears in the "Attachment" field. 3. Enter an optional description in the Description field for the file you are uploading. This description may be a title for the document or an explanation of why you are attaching the document. 4. Click [Upload File.] The Quote screen refreshes and if you scroll to the bottom, the attachment is shown as a hyperlink. You may click on the link to view the attachment, or click on [Remove] to delete the file as an attachment on this quote. WebQuote Page 47 Date Issued: June 2, 2014

50 SUBMITTING THE QUOTE 1. Once you have entered all of your quote information, click [CONTINUE TO SUBMIT] from the Quote screen (shown below.) Note: If you want to save the quote to work on it another time, or you aren t quite ready to submit it back to the buyer, click [Save]. WebQuote Page 48 Date Issued: June 2, 2014

51 2. If mandatory fields have been left blank or have been incorrectly completed, specific error messages are displayed at the top of the screen. Correct the errors, using the messages as a guide to help you identify where they are on the quote. WebQuote Page 49 Date Issued: June 2, 2014

52 3. Once all errors are corrected, and you are ready to submit the quote to the buyer, click [Continue to Submit.] The Quote Summary screen displays. Review the Quote Summary. If the quote is not correct, click the Back to Previous Page link at the bottom of the page, or the "breadcrumb" links at the top of the page to make corrections. WebQuote Page 50 Date Issued: June 2, 2014

53 4. Click [Submit Quote] to submit the quote to the buyer. The Quote Confirmation message displays. The quote is now in the hands of the buyer. All relevant data has been transferred into WIPS for the buyer review. Buyers can access WebQuote to review any attachments made by the supplier. Once a sourcing decision has been made by the buyer, notification of purchase order issuance via WebQuote will be made to the supplier. WebQuote Page 51 Date Issued: June 2, 2014

54 DECLINE TO BID 1. From the either the Review Request for Quote Screen or the Quote screen, click [Decline to Bid] if you do not want to submit a quote for an RFQ. WebQuote Page 52 Date Issued: June 2, 2014

55 2. The Decline a Request for Quote Screen displays. 3. Enter the reason for not bidding in the Reason for declining to bid field. Click [Yes, Decline to Bid]. A pop-up displays confirming your decision to decline the business. Once you select "OK" on this pop-up, WebQuote displays a confirmation screen, indicating the transaction was completed. WebQuote Page 53 Date Issued: June 2, 2014

56 Finding Documents The WebQuote system allows users to find documents, including purchase orders, tool orders, lump sum orders, amendments, price change summary documents, requests for quotes, blankets, release orders, quotes, Supplier On Board Agreements, and Program Communication Packages. Suppliers can view all approved (or equivalent status) purchase orders for their site code(s) and Buyers can access all Purchase Orders, regardless of whether they are the Buyer on a particular order. Exception for Buyers: Healthcare and Joint Venture documents are the exception to this rule; only Buyers for those documents will be allowed to view those documents. Suppliers are allowed to access, view and print the document associated with their user codes. The CSA can grant additional access by assigning additional site codes to the user. SEARCHING FOR ORDER DOCUMENTS There are several methods you can use when searching for a particular order document(s). These methods include the following: Use the lists of documents on the WebQuote Homepage to navigate to the desired document(s). (Tool Tracking documents are not found this way.) Use the Advanced Search option to enter additional criteria to search for a document. (This is the only method for finding Tool Tracking documents.) The Search results have a limit of 500 returned records. Refine your search to work around this limitation. These two methods are described on the following pages. WebQuote Page 54 Date Issued: June 2, 2014

57 OPTION #1: USE THE WEBQUOTE HOMEPAGE TO VIEW DOCUMENTS The body of the Homepage shows users a "snapshot" of their current activity in WebQuote. 1. Click the link in either the RFQ Number or the ATP/Order Number column to open the desired order document. WebQuote Page 55 Date Issued: June 2, 2014

58 Note: If the order document you want to open is not listed under the "Recently Approved Purchase Orders (PO's)" section, click the See All Approved PO's link at the bottom of the section to see the most recently approved PO's (up to 500 documents.) Click the Atp/Order Number to open the document. The Order document displays. Below are examples of a Production PO, a Non-Production PO and a Non-Production Blanket Order. LALALA-63015A38-A1 WebQuote Page 56 Date Issued: June 2, 2014

59 WebQuote Page 57 Date Issued: June 2, 2014

60 WebQuote Page 58 Date Issued: June 2, 2014

61 OPTION #2: USE THE ADVANCED SEARCH FOR ORDER DOCUMENTS The advanced search offers you the chance to search on a wider variety of values. 1. To run an advanced search for order documents, click [Search for an Order] at the top of the screen. The Advanced Search screen displays. WebQuote Page 59 Date Issued: June 2, 2014

62 You may search on any combination of the fields provided on the screen. The number of search results is restricted by selecting more options from the available fields. This is a global system, accessed by both production and non-production users. Because of this, the fields may have different meanings to different users. If you are confused about what type of information should be entered in the field, click the What's this? link under the field name. 1. Enter any or all of your search criteria in the appropriate fields. Note: ATP/Order Number and Part/Item Number both have a drop down list containing four options, "is (exactly matches)", "contains", "begins with", or "ends with". Select "is WebQuote Page 60 Date Issued: June 2, 2014

63 (exactly matches)" if you know the whole number. Select "contains", "begins with", or "ends with" if you only know part of the number. Note: If at any time, you want to return to the homepage from the Advanced Search screen, click the Basic Search link or the Home link. 2. Click [Search] at the bottom of the screen. The search results display. 3. Click on the bottom link under the ATP/Order Number, which is View Info. The View Order Information screen displays, as shown below. WebQuote Page 61 Date Issued: June 2, 2014

64 The View Order Information Link provides a document management screen which allows suppliers to do the following: view selected order information details, link to the RFQ Information in WebQuote, if applicable, export the document data to Excel, open and print the purchase order, add a flag that the order has been reviewed, and add supplier notes to be used internally for the order. NOTE: Both the supplier flag and notes can only be viewed by the supplier and are not visible to the buyer or other Ford users. WebQuote Page 62 Date Issued: June 2, 2014

65 4. Click the ATP/Order number to open the document. The document displays as a PDF. If no results match, an error message will display. WebQuote Page 63 Date Issued: June 2, 2014

66 SEARCHING FOR REQUEST FOR QUOTE DOCUMENTS (RFQS) There are several methods you can use when searching for requests for quotes. These methods include the following: Use the lists of documents on the WebQuote Homepage to navigate to the desired RFQs. Use the Advanced Search option to enter additional criteria to search for an RFQ. These two methods are described on the following pages. OPTION #1: USE THE WEBQUOTE HOMEPAGE TO FIND AN RFQ The body of the Homepage shows users a "snapshot" of their current activity in WebQuote. The newest RFQs are listed in the "Open Requests" section. 5. Click the link in the RFQ Number column to open the desired RFQ. WebQuote Page 64 Date Issued: June 2, 2014

67 Note: If the order document you want to open is not listed in the "Open Requests" section, click the See All Open Requests link at the bottom of the section then click the link in the RFQ Number column. The Request for Quote displays. WebQuote Page 65 Date Issued: June 2, 2014

68 OPTION #2: USE THE ADVANCED SEARCH FOR RFQS The advanced search offers you the chance to search on a wider variety of values. 1. To run an advanced search for RFQs, either click [Search for an RFQ] at the top of the screen. The Advanced Search screen displays. WebQuote Page 66 Date Issued: June 2, 2014

69 You may search on any combination of the fields provided on the screen. The number of search results is restricted by selecting more options from the available fields. This is a global system, accessed by both production and non-production users. Because of this, the fields may have different meanings to different users. If you are confused about what type of information should be entered in the field, click the What's this? link under the field name. 2. Enter any or all of your search criteria in the appropriate fields. Note: RFQ Number, Part/Item Number, and Requisition Number all have a drop down list containing four options, "is (exactly matches)", "contains", "begins with", or "ends with". Select "is (exactly matches)" if you know the whole number. Select "contains", "begins with", or "ends with" if you only know part of the number. Note: If at any time, you want to return to the homepage from the Advanced Search screen, click the Basic Search link or the Home link. 3. Click [Search] at the bottom of the screen. The search results display. WebQuote Page 67 Date Issued: June 2, 2014

70 If no results match, an error message will display. WebQuote Page 68 Date Issued: June 2, 2014

71 WebQuote Page 69 Date Issued: June 2, 2014

72 SEARCHING FOR QUOTES There is one method you can use when searching for quotes. USE THE ADVANCED SEARCH FOR QUOTES The advanced search offers you the chance to search on a wider variety of values. 1. To run an advanced search for quotes, click [Search for a Quote] at the top of the screen. The Advanced Search screen displays. WebQuote Page 70 Date Issued: June 2, 2014

73 You may search on any combination of the fields provided on the screen. The number of search results is restricted by selecting more options from the available fields. This is a global system, accessed by both production and non-production users. Because of this, the fields may have different meanings to different users. If you are confused about what type of information should be entered in the field, click the What's this? link under the field name. 2. Enter any or all of your search criteria in the appropriate fields. WebQuote Page 71 Date Issued: June 2, 2014

74 Note: Quote Number, Part/Item Number, and Requisition Number all have a drop down list containing four options, "is (exactly matches)", "contains", "begins with", or "ends with". Select "is (exactly matches)" if you know the whole number. Select "contains", "begins with", or "ends with" if you only know part of the number. Note: If at any time, you want to return to the homepage from the Advanced Search screen, click the Basic Search or the Home link. 3. Click [Search] at the bottom of the screen. The search results display. If no results match, an error message will display. WebQuote Page 72 Date Issued: June 2, 2014

75 4. Click the link in the Quote Number column to open the quote. You can review the RFQ details and the information you included in the quote. 5. If you wish to print a.pdf copy of the quote, click [Print Quote]. WebQuote Page 73 Date Issued: June 2, 2014

76 USING THE SEARCH RESULTS WebQuote displays the search results based on the search criteria you entered in the Advanced Search fields. Once the search results have been returned, you may view a particular document, export the list to Microsoft Excel or print the order(s). By default the search results are arranged by the first column. You may change this order by clicking on the header of any column. The search results will be reordered based on which column was clicked The following functionality is available on the Search Results screen: 1. You can return to the WebQuote Homepage by clicking the Home link in the navigation trail at the top of the screen. You can return to the Advanced Search screen by clicking the Advanced Search for (an order, RFQ, Quote) link in the navigation trail at the top of the screen. WebQuote Page 74 Date Issued: June 2, 2014

77 2. The Search Criteria used for this particular search is displayed in the Search Criteria section. Click Edit this search to edit the search criteria or click New search to enter all new search criteria. 3. Export to Excel will allow you to export the list of results to Microsoft Excel. The entire list of results will be exported to Excel, not just the ones seen on the first page of results. Click the Print link to print the list of search results. 4. To print the legal document, you must click on the link in the first column to access the document, and then select Print from the PDF Viewer software (i.e., Adobe Reader or Acrobat). 5. The number of results displays at the bottom of the result list. You can page through the results if there are too many to show on one page (circle #5). WebQuote Page 75 Date Issued: June 2, 2014

78 PRINT AN INDIVIDUAL DOCUMENT The documents that are printed from WebQuote are identical to the documents received in hard copy format. Documents such as Purchase Orders and Tool Orders are legal documents, unless otherwise noted with a disclaimer that the document being viewed is a reprint. Individual Documents can be printed or saved after you open them. NOTE: It is not possible to print a completed quote in WebQuote. 1. Search for the appropriate document. 2. Click the associated ATP/Order number, RFQ number, or Quote number link to open the document. 3. Click the File menu and select Print. Follow the prompts on the print menu as you would to print any other document. Note: To save the document, click the File menu and select Save As. Follow the prompts on the save menu as you would to save any other document. WebQuote Page 76 Date Issued: June 2, 2014

79 PRINT MULTIPLE DOCUMENTS WebQuote includes functionality that allows you to print multiple documents at one time, or save multiple documents in a single electronic file. Currently this function only applies to Purchase Order type documents, but eventually it will be expanded to work with RFQs as well. Also, you cannot print completed quotes using this function. 1. Search for the appropriate document using the Advanced Search instructions. 2. Click the box in the first column in front of the documents, or click the box under Select All to include all documents from the search results list. 3. To create one.pdf file with all the documents included, click Print Selected. A pop-up window will appear, first showing the status progression of the creation of the.pdf file, and then displaying the.pdf file itself. The first page of the file has a list of the ATP/Order Numbers of the documents in the file. This file is formatted with every second page being deliberately blank, so when the file is printed on a duplex printer, each document will be on its own page. Use the standard print or save functionality as you wish. WebQuote Page 77 Date Issued: June 2, 2014

80 4. Selecting the Save Selected option works the same way, except that instead of one.pdf file with all the documents, you will have a zip file of the documents. Select the documents you want using the boxes in the first column, and then click Save Selected. A pop-up window will appear showing the status progression of the file, and then providing a link to the documents to be downloaded. 5. Click the Download Documents link. You will be asked if you wish to open, save, or cancel. WebQuote Page 78 Date Issued: June 2, 2014

81 6. Clicking Open will show you that you have created a zip file with the documents you have selected. You may open the documents, remove or add documents, and then choose to save the zip file. Clicking Save will allow you to name the zip file and save it where you want to. WebQuote Page 79 Date Issued: June 2, 2014

82 Tool Tracking REQUIREMENTS All suppliers using the Tool Tracking functionality are required to have an additional token granted through Covisint. The Corporate Security Administrator (CSA) at each supplier location must request this sub-package through Covisint for all users at all site codes. For additional assistance regarding tokens, sub-packages, or general access information, please send an detailing your request to WHAT IS IT? Tooling Tracking functionality has been created in WebQuote to help Ford better manage its assets around the globe. Tool Tracking, in conjunction with assigning asset numbers to each tool in 2009, has created a place for suppliers to keep Ford updated on the latest information on these tools. There are three primary reasons a supplier must utilize the Tool Tracking functionality of the application as follows: 1. Supplier payment is requested for a new tool order or amendment. Consistent with current policy cited below, the supplier would enter data pertaining to the tools (i.e. location, photo evidence) that is required to obtain payment from Ford. This replaces this existing process of sending pictures to an address when requesting tooling payment. 2. Component Tools are moved to a new location, therefore the location of the Tool must be updated in the WebQuote. 3. A Resourcing action occurs and existing tool are moved to the new supplier. The new supplier's responsibility is to update the location (at a minimum) to update the record of where it is located Consistent with Section 34 of the Ford Production Purchasing Global Terms and Conditions (PPGTC January 1, 2004) and the Tooling Procurement and Audits Web-Guide, Production Tooling located on the premises of a Tier I Supplier or its sub-suppliers must be, and remain, permanently tagged or marked to reflect Ford's ownership of the tool. In addition, suppliers are required to submit photographic evidence of compliance with the tagging/marking requirements at the same time as the invoice. Tooling payment is dependent on supplier compliance. NOTE: The date of the invoice to Ford determines when photographs are required. For a complete copy of the "Enhanced Supplier Tool Tagging / Marking Requirements and Revised Payment Approval Process," please visit the following website: WebQuote Page 80 Date Issued: June 2, 2014

83 The Tool Tracking functionality in WebQuote is meant to streamline this process and provide suppliers a central location to update information regarding tooling. The Tool Tracking functionality in WebQuote provides: an easy to use, WebQuote based, method to upload tool photos. the ability for suppliers to see their inventory of Ford owned tooling, the tool locations, tool order and part number associations. an easy method to update tooling information over time (movements, modifications, part number associations). North American suppliers launched the Tool Tracking functionality on WebQuote in For a copy of the original 2008 and 2009 communications regarding this requirement, suppliers should contact their Ford Buyer. GENERAL INFORMATION REGARDING TOOL TRACKING Tool Tracking information must be updated as Tool status changes. As tooling components are moved, resourced, etc., the supplier must update the Tool Tracking information accordingly. All information entered for Tool Tracking is updateable only by the supplier. The buyer can make no modifications to information entered. WebQuote automatically creates Tool Tracking Lines when a Tool Order is approved in WIPS. WIPS creates Tool Orders when (1) a new tool is required and the location and pictures are requested from the supplier, or (2) business is resourced for any reason and information such as pictures and location need updating. Tool Tracking Lines are created for each individual asset number on a Tool Order. For example, if one tool order contains five asset numbers, five Tool Tracking Lines will be automatically created in WebQuote, which must be completed by the supplier. Although other documents delivered to you are shown on the WebQuote Homepage for convenient access, Tool Tracking Sheets are not shown on the Homepage when they are created. All users registered at your location that have the Tool Tracking permissions in Covisint will get an notification that there has been a new Tool Tracking Line(s) created. This notification may be saved for a later date, a date that may be closer to PSW or closer to invoicing for the requested tooling. This notification will contain the Tool Order number and a link directly to the Tool Tracking information in WebQuote. Tool Tracking has been updated to require the APPC and MPPC for each tool. In order to complete a Tooling Line Item with all the appropriate information for payment, the user will now have to provide this information. This is now required for all newly created tool orders and also any lines that were incomplete on July 28, For those items already completed by 7/28/12, it is not a requirement to add this data. WebQuote Page 81 Date Issued: June 2, 2014

84 SEARCHING FOR TOOL TRACKING INFORMATION Scenario: A supplier has a Tool Order that needs to be invoiced. The supplier knows that before payment can be made, a Tool Tracking Sheet must be completed and images must be provided. The supplier logs in to WebQuote using the Ford Supplier Portal via Covisint and searches for the Tool Tracking Sheets using the following method: From the WebQuote Homepage, click the Tool Tracking button. The Advanced Search for Tool Tracking screen displays. WebQuote Page 82 Date Issued: June 2, 2014

85 NOTE: The Tool Order Number field does not accept letters, only numbers. Any combination of criteria can be selected on this screen. The more elements that are selected, the more narrow the search becomes. Use the What s This? links for more information on valid field entries. Once search criteria are entered, click Search. All Tool Tracking Information matching the criteria selected are displayed on the Tool Tracking Information screen. NOTE: The Tool Order Number field only accepts numbers, not letters. Do not use any letters in this search field. WebQuote Page 83 Date Issued: June 2, 2014

86 COMPLETING TOOL TRACKING INFORMATION When you are ready to enter your location and upload tool images, access the WebQuote application either: from a link in an ed notification, or by clicking the WebQuote link on the Applications Tab of your Ford Supplier Portal via Covisint. If you access WebQuote from a link within an , all sheets that have been created against that particular Tool Order number are displayed. WebQuote Page 84 Date Issued: June 2, 2014

87 In this example, 5-digit supplier code was the criteria used in the search, and there are over 500 Tool Tracking Lines to be completed for this supplier code (note circle.) In this case, the user should modify the search criteria to see all relevant results. Each line displayed in this search is an individual asset. All mandatory fields (highlighted fields in yellow) must be completed before payment can be issued properly. Use the What s This? link under each field name to obtain help on completing the field. Each line has a header circled below. HEADER It contains the following important information that is not updateable: TO Number: This is the system generated Tool Order number from WIPS. This number is also a link that will allow users with Purchase Order permissions to view the original Tool Order in WebQuote. Ford Tooling Asset Number: A unique asset identifier assigned by WIPS to all tool line items on a tool order that have a cost associated with them. Each asset number consists of the Tool order number, the amendment number and the tooling line number. End Item Part Number: The part number the tool order has been issued against. Supplier: The five-digit GSDB supplier code to which the Tool Order was issued. Complete the line as follows: 1. Select Asset Type by using the dropdown. In this column, an Original Tooling Asset Number and Supplier Asset Number may also be completed but are not required. WebQuote Page 85 Date Issued: June 2, 2014

88 2. Select Tool Status by using the dropdown. NOTE: The status In Transit is used in most all Resourcing actions, even zero-cost tool orders. In Transit will already be selected on Resourced Tool Orders, and because this is a living document, as it becomes active at the final location, this document should be must be updated by the receiving location. 3. The Description field is automatically populated with the line item description from the Tool Order. Note that it cannot be updated. 4. The Notes field is used for any additional important information about the tools identification. Suppliers can enter information here. 5. In Tool Location, enter the five digit- GSDB code of the tool's physical location. Click the Get Address button. If a valid code was entered, the address is populated and can be modified once populated. NOTE: On multiple sheets for the same Tool Order, use the Copy From Above functionality to save time if the GSDB code of the current line is the same as the previous line. 6. Component Part Number indicates the part numbers that are produced using this particular line item. Remember, each line completed in Tool Tracking relates to a line item on a tool order. This field allows suppliers to enter the complete list of parts produced using this tool. To add more than one part number, enter the part number using the convention provided and click Add. Repeat for each part number desired. 7. Click Save. NOTE: This form is not submitted to Ford. It is saved in the database. This feature allows you to work on any number of lines during any given session using WebQuote. A user could complete one or two lines of the same tool order and come back tomorrow to complete more of the same document. WebQuote Page 86 Date Issued: June 2, 2014

89 8. The final column on the line is Attachments. It is designed for suppliers to upload images of the tools, as required by Ford policy. NOTE: Attachments uploaded here are limited to 100KB per file. See section below entitled "How do I make my pictures meet the 100KB file size limit for submission to WebQuote" for more information on meeting this requirement. 9. Click the Upload link and browse to find attachments. Highlight and attachment and use the Open link to view the attachment or highlight an attachment and use the Delete link to remove something once it is attached. 10. Click Save. Move on to the next line item, if applicable, and repeat the above steps. WebQuote Page 87 Date Issued: June 2, 2014

90 HOW DO I MAKE MY PICTURES MEET THE 100KB FILE SIZE LIMIT? While there are hundreds of options for resizing pictures for web use, here are two methods that are fairly standard for Windows Operating Systems users. Similar capabilities exist for Apple products. OPTION #1: 1. Assuming you have saved the pictures to be uploaded in "My Pictures," click the "Start" button and select "My Pictures." 2. Find the pictures you wish to upload and select them (Single - by left-clicking on a picture once or multiple by holding down the SHIFT or CTRL key and left-clicking once on the photos.) 3. With the pictures selected, right mouse click once over the selected pictures and select "Send To > Mail Recipient." WebQuote Page 88 Date Issued: June 2, 2014

91 4. In the pop-up that appears, select "Make all my pictures smaller" and click OK. 5. Your program creates an message with the resized pictures attached. 6. Select all the pictures in the note and copy. (Using right mouse click, and selecting Copy.) 7. Open a new folder using Windows Explorer and paste the pictures in the folder. 8. You will now have a resized set of the pictures for uploading into WebQuote. WebQuote Page 89 Date Issued: June 2, 2014

92 OPTION #2: (requires Microsoft Office Picture Manager or equivalent) NOTE: We recommend saving a copy of the pictures in a separate folder and performing the following steps on the copies, since this action will modify the pictures, without backup. 1. Open the folder on your computer where the pictures to be uploaded are stored. 2. Right mouse click over the selected pictures and select Open with > Microsoft Office Picture Manager. 3. Once Picture Manager opens, select "Picture" from the Menu Bar and pick "Compress Pictures" from the dropdown menu. WebQuote Page 90 Date Issued: June 2, 2014

93 4. A new menu appears on the right side of your screen. Select "Compress for: Web pages". Validate that the estimated total file size is under 100KB. Notice the size of the original picture and the newly resized photo displays for your reference. 5. Click OK. You may use the arrows at the bottom of the screen to page through and select other files in this selected folder to compress. 6. Once complete, exit out of Microsoft Office Picture Manager and save all the modified files. (This is when creating a new folder for the resized pictures comes in handy; you won t have to remember which ones are resized and which ones are renamed, etc.) 7. Upload the resized photos to WebQuote. WebQuote Page 91 Date Issued: June 2, 2014

94 Sourcing REQUIREMENTS All suppliers using the Sourcing functionality are required to have an additional token granted through Covisint. The Corporate Security Administrator (CSA) at each supplier location must request this sub-package through Covisint for all appropriate users at all site codes. Suppliers need to take action by working with their internal CSA s to ensure that proper access for ALL SITE codes is given for the Sourcing token in WebQuote. Ford does not grant user or site location access for suppliers. NOTE: We recommend that this token should be granted to only those supplier personnel who are involved with the Sourcing process and are authorized to enter into sourcing agreements with Ford Motor Company. For additional assistance regarding tokens, sub-packages, or general access information, please send an detailing your request to suplhelp@ford.com. BACKGROUND AND BENEFITS When a new model program is being implemented, personnel from various Ford departments (Engineering, Purchasing, Finance, STA, etc.) contribute to a product development plan using an internal system called the Advanced Sourcing Automated Process (ASAP). This new application interfaces with the existing WebQuote application to provide electronic sourcing document deliveries to its suppliers. There are five stages in the ASAP timeline where the supplier may become involved. Step 1: Supplier On Board Agreement (SOBA) At a certain point in ASAP, the source for the part is selected. Through WebQuote, the Supplier is provided a Supplier-On-Board Agreement (SOBA) in which the Buyer commits the sourcing, provides program timing and other information about the part. The supplier is alerted via notifications from WebQuote when to log in to review, download and print the Sourcing documents. Electronically, the supplier approves the SOBA and by doing so, agrees to abide by the timing and conditions as outlined in the letter, thereby joining Ford s cross-functional team. NOTE: This is why Ford recommends that only those Supplier personnel who are authorized to enter into sourcing agreements are allowed access to this portion of the WebQuote tool. WebQuote Page 92 Date Issued: June 2, 2014

95 Step 2: Program Communication Package (PCP) At a later point in the product development process, another document, the Program Communication Package (PCP) is generated, which acknowledges receipt by Ford of the SOBA, and provides to the Supplier other important documents such as an Early Statement of Work (ESOW), Design Assumptions, and Commercial Principals. The PCP is also delivered electronically via WebQuote and can be reviewed and downloaded. Step 3: 8-Bin Request for Quote Further along in the development process is the 8-Bin Quote Process which is the first time a supplier is asked to provide a formal quote for new model parts. (8-Bins of detailed cost information are gathered from the supplier.) Receiving the data from this quote allows program management to verify that the supplier-provided information is aligned with key assumptions and is feasible for the part being sourced. The quote should be calculated using the established raw material rates (PEL, or Program Economic Level assumptions provided in the RFQ, such as Automaterials, erma, Co-Managed Buys, etc.). At this point, initial quotes for production tooling and prototype pricing can be submitted to Ford. Step 4: Commercial Program Agreement (CPA) Request for Quote As the program development timeline nears Job1, the supplier will be requested to respond to another RFQ, this time entitled a CPA (Commercial Program Agreement) quote. The format and required fields are virtually identical to the 8-Bin quote that the supplier may have responded to months earlier. The supplier may choose to adjust their pricing, or add additional information such as tooling or prototype pricing that they did not have available earlier. The process for viewing the CPA RFQ is identical to the 8-Bin RFQ, so this manual will only describe the process once. Step 5: CPA Order Following the program team s acceptance of the supplier s CPA Quote is the issuance of the CPA Order. WebQuote Page 93 Date Issued: June 2, 2014

96 NOTIFICATIONS The supplier is alerted via notifications from WebQuote when to log in to review, download and print the Sourcing documents. This is an example of the notification the supplier will receive when a Supplier-On-Board Agreement is available for them to review and approve. Subject: Supplier On Board Agreement for Switch - Window Regulator on Front Side Door is Available for Review SOBA is available for review. The SOBA for Switch - Window Regulator on Front Side Door from Rick Schenkel and for supplier site code ARCLA is available for review in the WebQuote system. Please Click the URL to process the SOBA. This is an example of the notification the supplier will receive when a Program Communication Package document is available for them to review. Subject: Program Communication Package for Glowring is Available for Review PCP is available for review. The PCP for Glowring from Rick Schenkel and for supplier site code ARCLA is available for review in the WebQuote system. Please Click the URL to review the PCP This is an example of the notification the supplier will receive when an 8-Bin RFQ is available for them to review. Subject: 8-Bin RFQ for Reinforcement - Center Pillar is Available for Review 8-Bin RFQ is available for review. The8-Bin RFQ for Reinforcement - Center Pillar from Rick Schenkel and for supplier site code ARCLA is available for review in the WebQuote system. Please Click the URL to process the 8-Bin RFQ WebQuote Page 94 Date Issued: June 2, 2014

97 SEARCHING FOR A SOURCING DOCUMENT (SOBA, PCP, 8-Bin RFQ, CPA RFQ, or CPA Order) There are several methods you can use when searching for the documents for the early sourcing program. These methods include the following: Use the lists of documents on the WebQuote Homepage to navigate to the desired Sourcing document Use the Advanced Search option to enter additional criteria to search for a Sourcing document. These three methods are described on the following pages. OPTION #1: USE THE WEBQUOTE HOMEPAGE TO FIND A SOURCING DOCUMENT The body of the Homepage shows users a "snapshot" of their current activity in WebQuote. The newest Supplier-On-Board Agreement (SOBA) documents are listed in the "Open Requests" section. You must have the appropriate service package assigned to you to be able to view and respond to a SOBA. WebQuote Page 95 Date Issued: June 2, 2014

98 1. Click the link in the RFQ Number column to open the desired SOBA, 8-Bin RFQ, or CPA RFQ. In this case, the RFQ number is the PSA (Project Sourcing Action) number. Note: If the document you want to open is not listed in the "Open Requests" section, click the See All Open Requests link at the bottom of the section then click the link in the RFQ Number column. The SOBA or RFQ displays (SOBA shown in example below). The Program Communication Package and CPA Order documents are listed in the Recently Approved Orders section. 1. Click the link in the ATP/Order Number column to open the desired PCP or CPA Order. WebQuote Page 96 Date Issued: June 2, 2014

99 Note: If the document you want to open is not listed in the "Recently Approved Orders" section, click the See All Approved PO s link at the bottom of the section then click the link in the ATP/Order Number column. The document displays (PCP document shown in example below). OPTION #2: USE THE ADVANCED SEARCH FOR SOURCING DOCUMENTS The advanced search offers you the chance to search on a wider variety of values. 1. To run an advanced search for sourcing documents, click [Sourcing] at the top of the screen. WebQuote Page 97 Date Issued: June 2, 2014

100 The Advanced Search screen displays. You may search on any combination of the fields provided on the screen. The number of search results is restricted by selecting more options from the available fields. If you are confused about what type of information should be entered in the field, click the What's this? link under the field name. WebQuote Page 98 Date Issued: June 2, 2014

101 2. Enter any or all of your search criteria in the appropriate fields. Note: Document Number and Part Number all have a drop down list containing four options, "is (exactly matches)", "contains", "begins with", or "ends with". Select "is (exactly matches)" if you know the whole number. Select "contains", "begins with", or "ends with" if you only know part of the number. Note: Status has a drop down list containing five options, open, accepted, received, rejected, or obsolete. Note: If at any time, you want to return to the homepage from the Advanced Search screen, click the Home link. 3. Click [Search] at the bottom of the screen. The search results display. If no results match, an error message will display. WebQuote Page 99 Date Issued: June 2, 2014

102 REVIEWING THE SOBA DOCUMENT 1. Review the SOBA information displayed on the screen. Status: Open Accepted Received Rejected Obsolete New document, or one that has not been signed and sent back to Ford Supplier has accepted document and sent it back to Ford (not valid for SOBA search) Supplier has rejected document and sent it back to Ford Document is past the due date with no response sent back to Ford WebQuote Page 100 Date Issued: June 2, 2014

103 Attachments tab: This tab lists all of the attachments. The number on the tab is the number of items attached to the SOBA. Click the link for the attachment to open and view the attachment. 2. Click View Print Agreement to view the SOBA in.pdf format. It can be printed, if you wish. WebQuote Page 101 Date Issued: June 2, 2014

104 ACCEPTING A SOBA Accepting the SOBA indicates to Ford that you are committing to sourcing for the future model programs indicated. 1. Open the SOBA document. 2. Review the SOBA information displayed on the screen. 3. The current user s name will be affixed to the document when it is sent to Ford. Type the appropriate Job Title in the highlighted field (required). 4. Click View Print Agreement to view the SOBA in.pdf format. It can be printed, if you wish. 5. Click [Accept] to send the SOBA to Ford, thereby acknowledging your commitment to the sourcing. WebQuote Page 102 Date Issued: June 2, 2014

105 REJECTING A SOBA Rejecting the SOBA indicates to Ford that you are not committing to sourcing for the future model programs indicated. You should follow up with communications to the program team outlining your reasons for rejecting the document. 1. Review the SOBA information displayed on the screen. 2. Click [Reject] to indicate to Ford that you are not committing to this sourcing. WebQuote Page 103 Date Issued: June 2, 2014

106 REVIEWING THE PROGRAM COMMUNICATION PACKAGE (PCP) Receiving the Program Communication Package (PCP) acknowledges receipt by Ford of the SOBA, and provides to the Supplier other important documents such as an Early Statement of Work (ESOW), Design Assumptions, and Commercial Principals. 1. Review the PCP information displayed on the screen. Status: Received Ford validated SOBA and PCP is available Attachments tab: This tab lists all of the attachments to the PCP. Click the link for the attachment to open and view the attachment. 2. Click View Print Agreement to view the PCP in.pdf format. It can be printed, if you wish. WebQuote Page 104 Date Issued: June 2, 2014

107 REVIEWING AN 8-BIN RFQ OR CPA RFQ The supplier will receive an notification that there is an 8-Bin RFQ or CPA RFQ document for their review. The process of searching for and opening an 8-Bin RFQ or CPA RFQ is the same as for a regular Production or Prototype RFQ, though the information being requested is different. 1. From the WebQuote Homepage, click on a blue hyperlink to access a document. WebQuote Page 105 Date Issued: June 2, 2014

108 2. The RFQ displays. The top of this screen, otherwise referred to as the header, shows important information such as Round and Status information, Bid Due Date, Time Remaining, and Issue Date. Review this information before continuing to complete the quote. WebQuote Page 106 Date Issued: June 2, 2014

109 Below the header is the line level information Notice that this section is designed with TABS. Each tab contains different information for you to review. Navigate from tab to tab by clicking on the title of the tab. Review the RFQ completely. The following information and functionality is available for your review from this screen: There is a button [GO TO QUOTE]. More on this button in the next section. For now, we will review the tabs contained on this screen. RFQ Overview Tab Contains general header level information such as Commodity Name, Model Year and Program/Platform name, MP1 Date, Requestor/Engineer, and Buyer. My Information Tab Contains supplier-specific information such as supplier code, supplier name, a link to start to submit the quote, and a links to print the RFQ or (later) the completed quote. Click on Print RFQ to generate a PDF copy of the document. Adobe Reader is required for this functionality. WebQuote Page 107 Date Issued: June 2, 2014

110 Supplier Name Line Items Tab Contains information relating to the line items on the RFQ. There may be only one line indicating a single part, or multiple lines if the PSA includes multiple parts. Program Economic Level (PEL) Tab Contains the Programs Economic Level (PEL) information that it is assumed the supplier will use to calculate their quote. WebQuote Page 108 Date Issued: June 2, 2014

111 Attachments Tab Contains any documents attached to the RFQ by the buyer for supplier review. Click on the blue hyperlink to access the documents which have been attached. NOTE: There is a 5MB per file size restriction for attachments. Clauses Tab This tab contains remarks from ASAP added by the buyer. Review these closely. These are not editable. WebQuote Page 109 Date Issued: June 2, 2014

112 COMPLETING THE 8-BIN OR CPA QUOTE For all scenarios in WebQuote, the basic procedures of what to "pick and click" are similar. The best advice is to READ THE SCREEN CLOSELY to make sure of what you are doing at what time. NOTE: There is an automatic system time-out for non-activity set for 30 minutes, so please save your work periodically, and especially before you leave your desk, take a phone call, or leave your screen to do a non-webquote task. You will be given a warning at 25 minutes that the time-out will occur. The message reads: RESPONDING TO AN 8-BIN OR CPA RFQ/QUOTE To start the process of completing the quote: 1. Click [Go To Quote] from the View Request for Quote screen, or click Continue to Draft Quote from the Bidding Suppliers tab to start creating your quote. OR Supplier Name WebQuote Page 110 Date Issued: June 2, 2014

113 2. The Quote screen displays. Note that it is a scrolling screen, with all general quoting requirements and additional links on one screen for your convenience. Some important fields to note are called out below. Use this link to navigate back to the RFQ. Use these links to enter Production tooling information, or Prototype Pricing information Mandatory: Information for all fields must be completed. WebQuote Page 111 Date Issued: June 2, 2014

114 Mandatory: Select Feasible or Not Feasible. If selecting Not Feasible, a reason must also be selected. Use the "What's This?" links to get more information on how to use a field in WebQuote. Mandatory: Complete the Confirmation of Quoting Assumptions questions, with explanation if the answer is No. Use the "Save" button to save your work and continue on with this same page, or use the "Continue to Submit" button if you are finished with the quote and would like to start the submit to the buyer process. Use this area to add attachments to the quote. Note the limitations on size of the attachments. WebQuote Page 112 Date Issued: June 2, 2014

115 3. Start your quote response by scrolling down to the Line Items area of the screen, shown below. 4. Complete the appropriate fields for each line item. 5. The Shipping Location field has two ways of being completed. a. Use the pull-down list to select a GSDB code fed from the ASAP system. b. Use the pull-down list to select the Add Ship Code option. then, c. When manually adding a ship code, type the 5-digit GSDB code of the site. WebQuote will validate with GSDB that the code is legitimate and related to the same parent code as the quoting supplier code. 6. The Sub Total and Total Price fields will be calculated by WebQuote as data is entered in the other fields. 7. If only a total price is to be printed, enter it in the Sub Total field and it will populate the Total Price field. 8. Click [Save]. The information is now saved and your quote is in DRAFT status. You may leave this screen, or even leave WebQuote, and your entered information is retained. WebQuote Page 113 Date Issued: June 2, 2014

116 Note: It is important to note that suppliers may enter information in whatever order they decide. Remember to save your work as you complete the screens. WebQuote will hold the data, if saved, until the supplier decides to submit the quote to the buyer. When you have entered information and saved it correctly, WebQuote displays a message indicating changes have been saved (see below.) WebQuote Page 114 Date Issued: June 2, 2014

117 9. Continue down to the Supplier Contact Information. This section is mandatory for each quotation. Note: Remember that mandatory fields are shaded in yellow or flagged with a red asterisk. 10. Proceed to the Additional Information section. The Feasible/Not Feasible section is mandatory. WebQuote Page 115 Date Issued: June 2, 2014

118 11. If desired, enter any notes to the buyer, including additional information if the feasibility sign-off selection was Not Feasible. Supplier Reference Number is a supplier s internal number assigned to a proposal or quote. This is for supplier cross-reference purposes only. 12. Answer the Confirmation of Quoting Assumptions questions, adding short explanation for all No responses. The Confirmation of Quoting Assumptions section is mandatory. Add any attachments that are required to accompany this quote see page 48 of this manual for instructions). 13. Click [SAVE]. A confirmation message is displayed at the top of the screen. WebQuote Page 116 Date Issued: June 2, 2014

119 ADDING PRODUCTION TOOLING TO THE QUOTE Suppliers have the option to add production tooling to their 8-Bin or CPA quotes. 1. After completing the primary quote information described above, save the quote as a draft and go back to the top of the quote page. Click Click here to Add Tooling. 2. Enter details for each tool on a separate line. For each tool, select the part or parts impacted by the tool (hold the CNTL key as each part is selected to highlight multiple parts). Continue adding normal and maximum tooling capacity, lead time, cost, country, and currency for each tool. 3. Click [SAVE] to save the tooling information as a draft. When completed, click [SAVE AND RETURN]. WebQuote Page 117 Date Issued: June 2, 2014

120 ADDING PROTOTYPE PRICING TO THE QUOTE Suppliers have the option to add prototype pricing to their 8-Bin or CPA quotes. 1. After completing the primary quote information described above, save the quote as a draft and go back to the top of the quote page. Click Click here to Add Prototype Pricing. 2. Enter the part number, piece price or multiplier, tooling (if any), select the currency, and enter prototype tooling lead time (if tooling was entered). Note: Multiplier is a number that represents a multiple of the production cost of the part to derive the price to pay for prototypes. Either a piece price or multiplier must be provided for each part quoted, however you can only submit one or the other. 3. Click [SAVE] to save the prototype information as a draft. When completed, click [SAVE AND RETURN]. WebQuote Page 118 Date Issued: June 2, 2014

121 SUBMITTING THE QUOTE 1. Once you have entered all of your quote information, click [CONTINUE TO SUBMIT] from the Quote screen (shown below.) Note: If you want to save the quote to work on it another time, or you aren t quite ready to submit it back to the buyer, click [Save]. 2. Review the Quote Summary. If the quote is not correct, click the Back to Previous Page link at the bottom of the page, or the "breadcrumb" links at the top of the page to make corrections. 3. Click [Submit Quote] to submit the quote to the buyer. The Quote Confirmation message displays. Successful 8-Bin quote message: Successful CPA quote message: WebQuote Page 119 Date Issued: June 2, 2014

122 REVIEWING THE CPA ORDER 1. Open the CPA Order document. Note: You cannot respond to the CPA Order until the CPA quote has been submitted. 2. Review the CPA Order information displayed on the screen. Status: Open Accepted Respond New document, or one that has not been signed and sent back to Ford Supplier has accepted document and its content (including targets) and sent it back to Ford Supplier has found a problem with the document and is requesting an adjustment or correction. This sends it back to the buyer and allows it to be updated and returned to the supplier for approval. WebQuote Page 120 Date Issued: June 2, 2014

123 Attachments tab: This tab lists all of the attachments. The number on the tab is the number of items attached to the CPA Order. Click the link for the attachment to open and view the attachment. 3. Click View Print Agreement to view the CPA Order in.pdf format. It can be printed, if you wish. WebQuote Page 121 Date Issued: June 2, 2014

124 ACCEPTING THE CPA ORDER Accepting the CPA Order can only be done after the CPA Quote has been submitted. You must return the CPA Quote and accept the CPA Order to allow the buyer to be able to review your quote, so please do both tasks together, if possible. 1. Open the CPA Order document. 2. Review the CPA Order information displayed on the screen. 3. The current user s name will be affixed to the document when it is sent to Ford. Type the appropriate Job Title in the highlighted field (required). 4. Click View Print Agreement to view the CPA Order in.pdf format. It can be printed, if you wish. 5. Click [Accept] to notify Ford that the CPA Order document is acceptable to you. Clicking the Accept button means that you agree to the CPA and all its content including targets. Clicking Accept is final and will not allow any modification to the CPA. WebQuote Page 122 Date Issued: June 2, 2014

125 WebQuote Page 123 Date Issued: June 2, 2014

126 RESPONDING TO THE CPA ORDER Responding to the CPA Order document will alert Ford that you have an issue with the document. 1. Open the CPA Order document. 2. Review the CPA Order information displayed on the screen. 3. The current user s name will be affixed to the document when it is sent to Ford. Type the appropriate Job Title in the highlighted field (required). 4. Click View Print Agreement to view the CPA Order in.pdf format. It can be printed, if you wish. 5. Click [Respond] if you cannot approve the CPA and require further modification of the CPA document. This will allow the buyer to update the CPA if required and send it back to the supplier. WebQuote Page 124 Date Issued: June 2, 2014

127 Getting Help SCREEN HELP The screens of WebQuote are used for both production and non-production purchasing. Because of this, the fields may have different meanings to different users. If you are confused about what type of information you should enter into a field, click the What's this? link near the field. A pop up window will display with a description of each field. WEB AND TELEPHONE ASSISTANCE SUBMITTING A REQUEST FOR HELP VIA THE WEB If the documentation and on screen field descriptions have not answered your question, submit a request for assistance through the web. Complete the following steps to submit a request for assistance through the web. 1. From the WebQuote Homepage, click Contact Us in the upper right corner. 2. Follow the prompts to report your problem. WebQuote Page 125 Date Issued: June 2, 2014