Electronic Distributor Credit Request

Transcription

1 Electronic Distributor Credit Request User Guide Distributor Version Table of Contents Electronic Distributor Credit Request (EDCR) Tool User Guide... 2 Electronic Distributor Credit Request (EDCR) Tool... 3 Electronic Distributor Credit Request (EDCR) Tool Home Page... 4 Electronic Distributor Credit Request Navigation Rules... 6 Electronic Distributor Credit Request Form... 8 Distributor Credit Request(BEER)... 9 Shipment Number Pop-Up Attach Image Pop- up DCR Details for Distributor... 22

2 Electronic Distributor Credit Request (EDCR) Tool User Guide Overview Objectives The intent of this User Guide is to: Describe an Overview of the Electronic Distributor Credit Request (EDCR) Tool Review EDCR Tool Process Provide pages and field descriptions for the EDCR Tool Explain step by step instructions for Distributor to complete a DCR Form. 2 of 35

3 Electronic Distributor Credit Request (EDCR) Tool Overview EDCR Acronyms The Electronic Distributor Credit Request (EDCR) Tool has these functionalities: 1. It allows distributors to create and submit a credit request for damaged products (i.e., damaged in transit, shifting pallets, leaking product, frozen product, etc.). This tool is not to be used for miss-shipments (i.e., wrong product received, missing product not due to theft, short dated product, etc.) or Keg related issues (except the Labor). For miss-shipments please use the LEAF form and contact your Customer Service Rep. For keg related issues, please use the Reverse Logistics Tool. 2. The distributor is allowed to upload images for damaged products using the tool. 3. Distributors can also generate historical and summary reports for their claims. The following acronyms are used throughout the User Manual: CBC Coors Brewing Company EDCR Electronic Distributor Credit Request BOL Bill Of Lading UOM Unit Of Measure DQS Distributor Quality Services EDCR Tool Capability The EDCR tool capabilities include: DCR Form can now be filed by Distributors electronically. Distributors can upload images of damaged products with the EDCR form. Users are able to view the history of filed EDCRs in the tool. Users are able to view summaries of filed EDCRs in the tool. Distributors can also complete an EDCR form in several sessions. They can save the incomplete form and return to complete and submit it at a later time. User can also select and save their paging preferences. 3 of 35

4 Electronic Distributor Credit Request (EDCR) Tool Home Page Home Page Upon entering the Electronic Distributor Credit Request tool, the Home Page will display. Field Sold To This is a default field. Distributor sold-to number and location. Shipped From This is a default field. Distributor ship-from number and location. Note: To view different ship-to locations, where applicable, click drop-down menu for the 4 of 35

5 Preferences Distributor Preferences When you select Preferences, the Distributor Preference page will be displayed. You can select the number of records per page that will be displayed. Note to Distributors: If you make any changes to the Distributor Preference page, click to save the changes. You can also click in order to revert back to the original settings. 5 of 35

6 Electronic Distributor Credit Request Navigation Rules Toolbar Access the various pages in the Electronic Distributor Credit Request Tool by selecting the appropriate menu option from the toolbar: Home EDCR Form Reports DCR Details Menu Option Home Click and access the EDCR tool homepage. EDCR Form Click and a page is displayed with the option of selecting either NEW or Existing EDCR claim forms. Reports DCR Details Buttons Click and select the report you want to access: Historical Report Summary Report Click and a page is displayed where the Distributor can view the status of their filed DCRs. Access the various pages in the EDCR tool by selecting the appropriate menu option from the toolbar: (Same functionality as the tool bar options) Button Option EDCR Form Click and a page is displayed with the option of selecting either NEW or Existing EDCR claim forms. DCR Details Click and a page is displayed where the Distributor can view the status of their filed DCRs. Summary Report Historical Report Click and a search page will be displayed. Enter the desired criteria or simply click Search and all available records will be displayed. A summary of all EDCRs will be displayed. Click and a search page will be displayed. Enter the desired criteria or simply click Search and all available records will be displayed. Individual records for each DCR will be displayed. Navigations Some transaction or reports display on multiple pages. Follow the instructions below for navigating from page to page. Step Go to Another Page 6 of 35

7 Step Go to Another Page 1. Click the appropriate arrow icon or manually change the page number and click the Go icon to view pages. Go to first page Manually input page # Next page and click Go Previous page Go to last page How to Print Step If you would like to print a page or report, follow the steps below: Print a Report 1. If you want to print the current page, click. 2. In the Print prompt, click. 3. You can retrieve your print job from your designated printer. 7 of 35

8 Electronic Distributor Credit Request Form This page displays if you click the button on the home page or if you click the EDCR FORM menu on the common Top Navigation Bar. Field Select EDCR Type This page displays the option of selecting either NEW or Existing EDCR claim Forms. Upon selecting the New EDCR option, the user will be directed to the New EDCR Form. Upon selecting the Existing EDCR option user will be directed to a saved or reopened EDCR Form. 8 of 35

9 Distributor Credit Request (BEER) This page displays when you click the option on the select form page. button after selecting New EDCR This Page displays the EDCR form which the user needs to fill out to claim credit on Damaged Products. 9 of 35

10 Field EDCR Number Request Date Shipment Number Order Number Delivery Number Type of Issue This is auto generated when the user clicks on SAVE button on the form This is system generated date. On click of the Go button a pop up window opens from which the user can select the required Shipment Number. Mandatory field. Depending upon the selected Shipment Number it is autopopulated and user can select multiple Order Numbers. This is a mandatory field and must be filled in prior to submitting the EDCR (use drop down menu to choose correct #). Depending upon the Shipment Number selected, it is autopopulated and the user can select the required Delivery Number. This is a mandatory field and must be filled in prior to submitting the EDCR. Highlight the number that is in the box to activate it. User can select multiple Issue Types. Type Of Mode Type Of Claim Retrieval Code Comments/Reason for Credit Date Received Carrier Trailer/Railcar Number Seal Intact Material Number Number Of Cases Repacked/ Restacked Labor Hours Labor Rate in $ Total Cost in $ Type Of Material Quantity Unit Cost in $ Total Cost in $ Depending upon the selected Shipment Number, this field Auto-populates. user can select multiple Claim Types user can enter Retrieval Code only if they have selected Product Alert in the Type of Claim field. Text field for user to enter comments. Mandatory field. Displays the Date on which the carrier arrived. Displays the Carrier Name. Displays the Trailer/Railcar Number. User can select the Seal Intact as Yes/No User can select the required Material Number User can enter the Number of cases repacked or restacked. User can enter the Labor hours User can enter the Labor Rate It is the total cost for Labor which is auto calculated. User can enter the Type of Material for Repack. User can enter the Quantity of Repack Material User can enter the Cost for Repack Material It is the total cost for Repack Material which is auto calculated. Material Number & User can select the required Material Number No. Of Cases destroyed Unit Price in $ User can enter the number of cases destroyed User can enter the Cost for Product Loss 10 of 35

11 Field Total Cost in $ Type Of Charge Total Cost Total Claim Cost Go Attach Save Submit Cancel It is the total cost for Product Loss which is auto calculated. User can enter the Type of charge. It is the total cost incurred other than Labor, Repack Material and Product loss. It is auto calculated. It is the total claim amount which is the summation of Total Labor Cost, Total Repack Material Cost, Total Product Loss and Other Total Cost. It is auto calculated. Opens a pop up window from which the user can select the Shipment Number. Opens a pop up window in which the user can upload Images (photos). Saves the current Page Submits the form for approval and credit. Resets the field values to the last saved state. Adds an extra row to the table. Deletes the selected row from the table Shipment Number Pop-Up Click the button on the EDCR form page and the Shipment Number pop-up will open. This page allows distributors to search Shipment Numbers. The user can enter the initial digits of the Shipment Number or the entire shipment number. On click of the button, all the Shipment Numbers starting with the entered digits will appear on the Screen (if the entire shipment number was entered, only that shipment will appear). The user can then select the required Shipment Number using the Radio Button provided. On click of the button, the Shipment Number selected is saved and is displayed on the EDCR Form and this window closes. If the user does not want to select a Shipment Number, he can click the button. The page contains the common footer 11 of 35

12 Field Shipment No User can enter the initial digits of the shipment Number they want to search for or type in the entire shipment number. Displays all the Shipment Numbers Starting from the digits entered by the user. Saves the Shipment Number selected on the screen and closes the window. Resets the field values selected and the window closes. 12 of 35

13 Attach Image Pop- up This page is displayed when the user Clicks on the Attach button from the EDCR form page. The main purpose of this page is: To allow the distributor to upload image files and attach them as proof with the EDCR form To allow the distributor to view the image files already uploaded by them, and To allow them to delete the image files uploaded by them, before they submit their EDCR form. To upload image files with his/her EDCR, the user can directly enter the file name in the Attach Photograph field, or use the Browse button provided to browse for the file on their local file system. Field Attach Photograph File Name Size Browse Attach User can specify the image file to be uploaded with the EDCR form. Name of the image file that is attached. Size of the attached file. **File size can not be greater then 1MB. Multiple photos can be attached to each EDCR, but must be attached one at a time. Opens a pop up to allow the user to browse for the file on the local file system. Uploads the file specified in the Attach Photograph field. The file is then visible in the table showing the uploaded files. Files marked for deletion are deleted and the remaining files are saved against the EDCR form. 13 of 35

14 Field Field The window closes. Search EDCR Forms This page is displayed when you click the button after selecting the Existing EDCR option on the select form page. This page displays the EDCR based on the search criteria entered by the user. Only those EDCRs that have an In Process/Re-Open status will be displayed. EDCRs that have been saved by the user or reopened and sent back by the brewery, will be located here. Comments as to why the form was reopened can be found in the DCR Details tab and at the bottom of the EDCR form in the comments section. 14 of 35

15 Date Range From To Sales Order Number Delivery Order Number Mode Shipment Number (in search criteria) EDCR Number Distributor Number Request Date Claim Amount (in $) Mode Quantity Shipment Number EDCR number hyperlink This field is used to specify the start date for the range desired. This field is used to specify the end date for the range desired. This field is used to specify the sales order number whose EDCR claims will be retrieved. This field is used to specify the delivery order number whose EDCR claims will be retrieved. This field is used to enter the mode of transport. (This drop down also has an ALL option) This field is used to specify the shipment number whose EDCR claims will be retrieved. This field will display the EDCR number for the record. This field will display the distributor number for EDCR claims that are retrieved. This field will display the Request Date for EDCR claims that are retrieved. This field will display the Total Claim Cost of EDCR claims that are retrieved. This field will display the Mode for EDCR claims that are retrieved. This field will display the Quantity of product losses filed for EDCR claims that are retrieved. This field will display the Shipment number of EDCR claims that are retrieved. If the user specifies from and to dates and clicks the Search button, EDCRs with request dates falling within the specified dates are displayed. If these dates are not specified then all EDCR claims that fit the criteria are displayed. Click on the Reset button to clear out all of the search criteria. Click on the EDCR number (hyperlink) to open the saved DCR form. The page displays a Print button to enable printing of the currently displayed contents of the report. 15 of 35

16 Summary Report Click the button on the home page or click the Summary Report link in the Reports menu on the common Top Navigation Bar. This page displays the summary of EDCR claims based on the search parameters selected by the user. Users will specify the search parameters and click on search. However, all search parameters are optional and if no search criteria is provided, summary reports for all DCR claims will appear. The page has a Print button at the bottom right to enable printing of the currently displayed contents of the report. This page contains the paging functionality incase the number of records on the page exceeds the maximum number of records per page set in the preferences section. Field Date Range From To Total amount of DCRs (in $) Distributor Name DCR Amount (in $) EDCR Number This field is used to specify the start date for the range desired. This field is used to specify the end date for the range desired. This field will display the sum of the DCRs for a particular user This field will display the Distributor name This field will display the DCR amount for a claim This field displays the EDCR number for the claim 16 of 35

17 Field Number of Open DCRs Displays the number of Open DCRs for a distributor Number of Closed DCRs Number of Approved DCRs Number of Pending DCRs Displays the number of Closed DCRs for a distributor Displays the number of Approved DCRs for a distributor Displays the number of Pending DCRs for a distributor If the user specifies from and to dates and clicks the Search button, EDCRs with request dates lying between the specified dates are displayed. If these dates are not specified, all EDCR claims that fit the criteria are displayed. Click on the Reset button to clear out all of the search criteria. The page displays a Print button to enable printing of the currently displayed contents of the report. Historical Claims Report Click the button on the home page or click the Historical Report link in the Reports menu on the common Top Navigation Bar. This page displays individual EDCR claims based on the search parameters selected by the user. Click on the EDCR number (hyperlink) to further open the EDCR for more details. The page has a Print button at the bottom right to enable printing of the currently displayed contents of the report. This page contains the paging functionality incase the number of records on the page exceeds the maximum number of records per page set in the preferences section. 17 of 35

18 Field Date Range From To Status Mode EDCR Number Distributor Name Distributor Number Total Claim Amount (in $) Total Approved Claim Amount (in $) Mode This field is used to specify the start date for the range desired. This field is used to specify the end date for the range desired. This field is used to select the status of the DCR. This field is used to select the mode of transport.(this drop down also has an ALL option) This field will display the EDCR number. This field will display the distributor name of EDCR claims that are retrieved. This field will display the distributor number of EDCR claims that are retrieved. This field will display the Total Claim Cost of EDCR claims that are retrieved. This field will display the Total Approved Claim Cost of EDCR that are retrieved. This field will display the Mode of EDCR claims that are retrieved. 18 of 35

19 Field Quantity Request Date Period Status EDCR number hyperlink This field will display the Quantity of product losses filed for EDCR claims that are retrieved. This field will display the Request Date of EDCR claims that are retrieved. This field will display the Period of EDCR claims that are retrieved. This field will display the Status of EDCR claims that are retrieved. If the user specifies from and to dates and clicks the Search button, EDCRs with request dates lying between the specified dates are displayed. If these dates are not specified, all EDCR claims that fit the criteria will be displayed. Click on the Reset button to clear out all the search criteria. Click on the EDCR number (hyperlink) to display more details about the individual record. The page displays a Print button to enable printing of the currently displayed contents of the report. 19 of 35

20 Distributor Credit Details Report This page gets displayed on click of the EDCR number link present on the Historical Report page Field EDCR Number Request Date COORS Period Shipment Number Issue Mode Quantity Damaged Product Costs (in $) Repack Cost (in $) Other Cost (in $) Labor Cost (in $) Total Claim Amount (in $) Total Approved Claim Amount (in $) Status Displays EDCR Number of selected EDCR This field will display the Request Date of EDCR claims that are retrieved. This field will display the Period of EDCR claims that are retrieved. Displays the Shipment Number of the selected EDCR Displays the Type of Issue of the selected EDCR Displays the Mode of selected EDCR Displays the Quantity of product losses filed for all EDCR claims that are retrieved. Displays the Product Costs filed for the selected EDCR Displays the Repack Costs filed for the selected EDCR Displays the Other Costs filed for the selected EDCR Displays the Labor Costs filed for the selected EDCR Displays the Total Claim Cost of the EDCR. Displays the Total Approved Claim Cost of the EDCR. Displays the Status of the selected EDCR 20 of 35

21 The page displays a Print button to enable printing of the currently displayed contents of the report. Click of the back button will direct the user to the Historical Report screen. Claims 21 of 35

22 DCR Details for Distributor Click the button on the home page or the DCR Details menu on the Top Navigation Bar. This page displays EDCRs based on the search criteria entered by the user. 22 of 35

23 Field Date Range From To Mode Shipment Number (in search criteria) Status EDCR Number Request Date Claim Amount (in $) Approved Claim Amount (in $) Mode Quantity Shipment Number Status EDCR number hyperlink This field is used to specify the start date for the range desired. This field is used to specify the end date for the range desired. This field is used to enter the mode of transport.(this drop down also has an ALL option) This field is used to specify the shipment number whose EDCR claims will be retrieved. This field is used to select the status of the EDCR. This field will display the EDCR number. This field will display the Request Date. This field will display the Total Claim Cost of EDCR claims that are retrieved. This field will display the Total Approved Claim Cost of EDCR claims that are retrieved. This field will display the Mode of EDCR claims that are retrieved. This field will display the Quantity of product losses filed for EDCR claims that are retrieved. This field will display the Shipment number of EDCR claims that are retrieved. This field will display the Status of EDCR claims that are retrieved. If the user specifies from and to dates and clicks the Search button, all EDCRs with request dates lying between the specified dates are displayed. If these dates are not specified, all EDCR claims that fit the criteria will be displayed. Click on the Reset button to clear out all of the search criteria. Click on the EDCR number (hyperlink)to obtain more details about the record. The page displays a Print button to enable printing of the currently displayed contents of the report. DCR Details 23 of 35

24 This page is displayed when the user Clicks on EDCR Number hyperlink on the DCR Details List. This page displays the DCR form filled out by the Distributor. It displays the status and the approved Claim amount for a particular DCR. The page displays a Print button to enable printing of the currently displayed contents of the DCR Form. If in the status field In Process/Re-Open is displayed: click on the EDCR Form button click the Search button click on the corresponding EDCR number (hyperlink button) correct or complete the EDCR form as requested (see comments at bottom of form in DCR Details section) save the form resubmit the form 24 of 35

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