Equote System Supplier User Tutorial Revised June 13, 2008

Transcription

1 Equote System Supplier User Tutorial Revised June 13, /13/2008 5:51 PM

2 Supplier User Tutorial Contents Gaining Access to the Equote System Hardware & Software Requirements User Self-Registration on Tyco Electronics Supplier Portal Navigating to the Equote System Overview of the Equote Supplier Sub-System Supplier Main Menu RFQ List Viewer RFQ Wizard Supplier Account Selector RFQ Reporting Additional Information Printing Application Screens Maintaining Your User Profile De-Activating Current Supplier Users Glossary of Terms page 2 / 6/13/2008 5:51 PM

3 Gaining Access to the Equote System page 3 / 6/13/2008 5:51 PM

4 Gaining Access to the Equote System Hardware & Software Requirements In order to be able to access Tyco Electronics Equote System, the Supplier User must have a personal computer with internet access. The only software required by the Supplier User is a Web Browser, such as Microsoft s Internet Explorer. A high-speed internet connection is strongly recommended since many RFQs will include large file attachments that must be downloaded by the Supplier User. In order to efficiently download the files that are attached to most RFQ s, the Supplier should also have WinZip software installed. page 4 / 6/13/2008 5:51 PM

5 Gaining Access to the Equote System Supplier User Maintenance IMPORTANT NOTE: Each Supplier Company that uses Tyco Electronics (TE) Equote System must set up and manage their own Users. Each Supplier Company can set up as many Users as they wish. Each Supplier User must Self-Register using TE s Supplier Portal. Each Supplier Company may have more than one Supplier Account Number (SAN) within TE s Equote System. The Supplier Company must be sure that at least one Supplier User is registered under each of the Company s SANs used in the Equote System. For more information related to Supplier Account Numbers, see the Supplier Account Selector section of this Tutorial. page 5 / 6/13/2008 5:51 PM

6 Gaining Access to the Equote System Supplier User Maintenance TE recommends that each Supplier User self-registers to establish their own user name and password. It is not recommended that multiple users share the same user name and password. If an existing Supplier User (one who already has access to the Equote System) leaves the Supplier Company or changes their job responsibilities, the Supplier Company must inactivate that User. This is a critical step to ensure that the User can no longer access the Company s RFQ s. Instructions for de-activating current Supplier Users are provided in the Additional Information section of this Tutorial. page 6 / 6/13/2008 5:51 PM

7 Gaining Access to the Equote System Supplier User Maintenance Each Supplier User must maintain his or her own profile information within TE s Internet Security System. Profile information includes such things as the User s address and other contact information. Instructions for maintaining your User Profile are provided in the Additional Information section of this Tutorial. Each Supplier User who registers with TE for access to the Equote System will receive a Notification whenever an RFQ is issued to the Supplier Company. Each of these Users will be able to access all RFQs issued to the Company, download all RFQ information, and submit bids. TE requires that each Supplier Company make arrangements to ensure that each RFQ is reviewed and bids submitted on or before the RFQ Due Date. Each Supplier Company must arrange for back-up coverage as required to ensure that all RFQs are responded to. page 7 / 6/13/2008 5:51 PM

8 Gaining Access to the Equote System Self-Registration Tutorial Supplier Users who are not already Registered on Tyco Electronics Supplier Portal must self-register. Tyco Electronics has developed a detailed Tutorial called How to Self Register. You can download this training document from the Supplier Portal using the following instructions. The Supplier User can use the following link to go to the Supplier Portal: page 8 / 6/13/2008 5:51 PM

9 Gaining Access to the Equote System Self-Registration Tutorial After clicking on the Supplier Portal URL, the public landing page (unsecured) of the Supplier Portal will be displayed. In the Support Center category, click on the Training Material option. page 9 / 6/13/2008 5:51 PM

10 Gaining Access to the Equote System Self-Registration Tutorial Enter the word Registration in the Keywords field. Click on the Quick Search button page 10 / 6/13/2008 5:51 PM

11 Gaining Access to the Equote System Self-Registration Tutorial Click on the How to Self Register link in the Training Materials window. page 11 / 6/13/2008 5:51 PM

12 Gaining Access to the Equote System Self-Registration Tutorial The Tutorial will open in a new window. This Tutorial will explain the steps required to register using the Supplier Portal page 12 / 6/13/2008 5:51 PM

13 Navigating to the Equote System page 13 / 6/13/2008 5:51 PM

14 Navigating to the Equote System The Supplier User can get to the Equote System using either of the methods listed below: Click on the link in RFQ Notification Each time an RFQ is issued to the Supplier Company, each Supplier User associated with that Supplier Company will receive an to notify them that the RFQ is awaiting their attention. A link to the Supplier Portal is provided in the . Once connected to the Supplier Portal, then the Supplier User must enter his or her User Name and Password before they will be able to navigate to the Equote System. Use a Bookmark to remember the Supplier Portal URL Once connected to the Supplier Portal, then the Supplier User must enter his or her User Name and Password before they will be able to navigate to the Equote System. page 14 / 6/13/2008 5:51 PM

15 Navigating to the Equote System Using the Supplier Portal Using the URL listed previously in this Tutorial, the Supplier User will navigate to the Supplier Portal. The Supplier User will enter his/her User Name and Password, then click on the Sign In button. NOTE: The User Name is your Address page 15 / 6/13/2008 5:51 PM

16 Navigating to the Equote System Using the Supplier Portal After signing in to the Supplier Portal, the Supplier User will be taken to the secured area of the Portal. The Supplier User can navigate to the Equote System in the Business Applications section of the Portal using either of the links indicated here. page 16 / 6/13/2008 5:51 PM

17 Navigating to the Equote System Terms, Conditions and Ethics In order to be granted access to the Equote Application, the Supplier User must read and agree to the Tyco Electronics Terms, Conditions and Ethical Policies as documented on this page. After clicking on the I Agree button, the Supplier User will be taken to the Main Menu of the Equote Application. Note on Ethics: This Equote System was designed to allow all suppliers on an RFQ an equal and fair opportunity to win the business. The Equote System does not allow anyone at Tyco Electronics to see any supplier s quoted prices until after the RFQ is closed. page 17 / 6/13/2008 5:51 PM

18 Navigating to the Equote System Terms, Conditions and Ethics This page is currently provided in both an English-language and a Japanese-language version. Use the blue links at the top of the screen to go to the version of your choice. page 18 / 6/13/2008 5:51 PM

19 Overview of the Equote Supplier Sub-System page 19 / 6/13/2008 5:51 PM

20 Supplier Main Menu The Supplier Main Menu is located in the top left-hand side of the user interface. It is always visible to the Supplier User page 20 / 6/13/2008 5:51 PM

21 Supplier Main Menu Submenu Descriptions View/Manage RFQ s Submenu View/Quote Open RFQ s Clicking on this option will open the RFQ List Viewer and populate it with Open RFQ s that have been issued to the selected Supplier Account(s) View Closed RFQ s Clicking on this option will open the RFQ List Viewer and populate it with Closed RFQ s that have been issued to the selected Supplier Account(s) View Archived RFQ s Clicking on this option will open the RFQ List Viewer and populate it with Archived RFQ s that have been issued to the selected Supplier Account(s) RFQ Reporting Submenu Supplier Report Card Clicking on this option will allow the Supplier User to produce a Supplier Report Card. This report is described later in this Tutorial page 21 / 6/13/2008 5:51 PM

22 Supplier Main Menu Submenu Descriptions Supplier Account Selection Submenu Select Accounts Clicking on this option will open the Supplier Account Selector and populate it with all of the Supplier Accounts that the current Supplier User has authority to access Documentation Submenu System Tutorial (English) Clicking on this option will open the English-language Supplier User Tutorial System Tutorial (Chinese) Clicking on this option will open the Chinese-language Supplier User Tutorial Quoting Procedures (PDF) Clicking on this option will open the Quoting Procedures document which explains Tyco Electronics requirements for Suppliers when submitting quotes using the Equote System NOTE: Suppliers who submit bids using this Equote System must read and comply with all of the requirements specified in the Quoting Procedures document. page 22 / 6/13/2008 5:51 PM

23 RFQ List Viewer The RFQ List Viewer, when open, appears in the center of the user interface page 23 / 6/13/2008 5:51 PM

24 RFQ List Viewer The title of the List Viewer describes the type of RFQ s listed. In this example, the Supplier s Closed RFQ s are displayed. The title of the List Viewer also displays the Supplier Account Numbers to which the listed RFQ s are assigned. The number of pages in the current RFQ List is displayed at the bottom of the List Viewer. The Supplier User can click on any of the page numbers to move to that page. page 24 / 6/13/2008 5:51 PM

25 RFQ List Viewer For each RFQ displayed in the RFQ List, the left column shows the actions that the Supplier User can take for that RFQ. In this example, the Supplier User can only View each RFQ. When the Supplier User clicks on the View link the RFQ Wizard will open and the contents of the RFQ will be displayed. page 25 / 6/13/2008 5:51 PM

26 RFQ List Viewer The other columns in the RFQ List contain information about each RFQ: RFQ# Type Open, Closed or Archived Account Number the Supplier Account Number to which this RFQ has been assigned Due Date the Date and Time that this RFQ was or will be Closed Line-Item Completion Status Shows a summary for each RFQ of how many line items for which the supplier has completed their bidding vs. the total number of line items page 26 / 6/13/2008 5:51 PM

27 RFQ List Viewer The Supplier User can sort the RFQ List by clicking on any of the five column headers. Notes about RFQ Due Dates: The due date for each RFQ is set by the Tyco Requisitioner who created the RFQ. The RFQ will automatically Close at the Date and Time listed. The Supplier will not be able to submit their quotations after the RFQ s Due Date. IMPORTANT NOTE ON RFQ DUE DATES & TIMES Each RFQ that a supplier receives may close at a different time of day. This is especially true if the supplier is receiving RFQ s from Tyco people in different time zones. The close time for each RFQ is listed in two formats the Tyco User s local time zone, and the GMT/UTC time zone. Suppliers must translate the RFQ closing time into their local time by figuring in their time zone s offset from the GMT/UTC time zone. page 27 / 6/13/2008 5:51 PM

28 RFQ Wizard The RFQ Wizard, when open, appears in the center of the user interface The RFQ Wizard allows the Supplier User to view the contents of an RFQ and to submit bids on the RFQ line items. page 28 / 6/13/2008 5:51 PM

29 RFQ Wizard Panel Tool Bar Panel Viewer The RFQ Wizard, has two main components: The Panel Toolbar is used to navigate between panels. The Panel Viewer, which displays the current panel. In this example, the Header Information panel is being displayed. page 29 / 6/13/2008 5:51 PM

30 RFQ Wizard Panel Toolbar Clicking on one of the available options in the Panel Toolbar will switch the current panel in the Panel Viewer. Certain options will be unavailable depending on the type and state of the RFQ being worked on. Available options on the Panel Toolbar are highlighted in blue. page 30 / 6/13/2008 5:51 PM

31 RFQ Wizard Panel Viewer There are five panels that a Supplier User can use to View and/or Edit RFQ information: Header Information panel Supplier Comments/Exceptions panel File Attachments panel Line Item Bidding panel RFQ Bid Summary panel page 31 / 6/13/2008 5:51 PM

32 RFQ Wizard Header Information Panel When the Supplier User clicks on the Header Information link on the Panel Toolbar, then the Header Information Panel will be displayed. This panel displays the current RFQ s Header Information Header Information includes: Requisitioner Information this is the Tyco Employee who created and issued the RFQ. Engineer / Contact this is the Tyco Employee who can be contacted for technical information regarding this RFQ page 32 / 6/13/2008 5:51 PM

33 RFQ Wizard Header Information Panel Header Information includes: General RFQ Information RFQ Due Date: Note that Suppliers will not be able to submit their quote after the RFQ is closed. Currency: Note that the supplier must submit their quotes in the currency selected by the Tyco Requestor. Award Type: This field indicates whether Tyco plans to award this entire job to the low bidder as a package or if each line item will be awarded individually to the lowest bidder. page 33 / 6/13/2008 5:51 PM

34 RFQ Wizard Header Information Panel Header Information includes: General RFQ Information Comments: Statements issued by the Tyco Requisitioner to explain the requirements of the RFQ and/or to provide the suppliers with additional information. Commodity Code: Used internally by Tyco Electronics. Supplier Users can disregard this field. page 34 / 6/13/2008 5:51 PM

35 RFQ Wizard Supplier Comments/Exceptions Panel When the Supplier User clicks on the Supplier Comments/Exceptions link on the Panel Toolbar, then the Supplier Comments/Exceptions Panel will be displayed. The Supplier Comments/Exceptions allows the Supplier User to enter any Comments regarding their quotation. NOTES: The Supplier Comments/Exceptions field is intended for comments regarding the entire RFQ. Comments that are specific to a line item should be entered in the Line-Item Comments fields. Note: Supplier Users can enter or modify their comments/exceptions any time up to the RFQ s Close Time. page 35 / 6/13/2008 5:51 PM

36 RFQ Wizard File Attachments Panel When the Supplier User clicks on the File Attachments link on the Panel Toolbar, then the File Attachments Panel will be displayed. This panel displays a list of File Attachments associated with the current RFQ. The Supplier User can download all File Attachments in one zip archive by clicking on the Download All Files button. The supplier can download one file at a time by clicking on the individual filenames. Note: File Attachments will be retained on the Equote System and available for download for a period of two years after the RFQ closes. page 36 / 6/13/2008 5:51 PM

37 RFQ Wizard Line Item Bidding Panel When the Supplier User clicks on the Line Item Bidding link on the Panel Toolbar, then the Line Item Bidding Panel will be displayed. The Line Item Bidding Panel allows the Supplier User to place bids on each Line Item in the current RFQ. The Supplier User can save bids at any time. It is recommended that the Supplier User saves often by clicking on the Save Bids button. Note: Suppliers can enter or modify their bidding information any time up to the RFQ s Close Time. page 37 / 6/13/2008 5:51 PM

38 RFQ Wizard Line Item Bidding Panel The Line Item Bidding Panel displays the information entered by the Tyco Requisitioner. The Supplier User must consider this information when entering bids: Line Item # Item Revision Level Quantity Required Unit of Measure Requested Lead Time Requisitioner s Comments page 38 / 6/13/2008 5:51 PM

39 RFQ Wizard Line Item Bidding Panel The Supplier can choose to Price Bid or No Bid each line item. A Price Bid requires that the No Bid checkbox is unchecked and that the Unit Price and Lead Time fields are filled in. Note that you must provide your quotes in the currency indicated in the Unit Price field. A No Bid requires that the No Bid checkbox is checked and that the Comments field is filled in to provide a reason for not bidding. page 39 / 6/13/2008 5:51 PM

40 RFQ Wizard Line Item Bidding Panel Notes on Lead Times: The Supplier must indicate the total lead time for the item from the receipt of the PO until the item arrives at Tyco. Shipping time must be included in your lead time. All Line-Item Lead Times must be quoted individually as that item s total lead time. Please do not quote one line-item s lead time relative to another item. page 40 / 6/13/2008 5:51 PM

41 RFQ Wizard Line Item Bidding Panel Notes on Lead Times: In order to increase the efficiency of entering your bids on RFQs with many line items, the Supplier User may use the Copy Line Item #1 Lead Time button, as follows: Enter the lead time for line item #1 Click the button Equote will automatically enter the lead time from Line Item #1 into all of the other line items page 41 / 6/13/2008 5:51 PM

42 RFQ Wizard RFQ Bid Summary Panel The RFQ Bid Summary panel is only available on Closed or Archived RFQ s. Note that the Line Item Bidding option is no longer available on the Panel Toolbar. This is true for all Closed or Archived RFQ s. This panel shows all bids placed by the supplier on the current RFQ. page 42 / 6/13/2008 5:51 PM

43 RFQ Wizard RFQ Bid Summary Panel Note: After an RFQ closes, the Supplier may return to this panel to see how their Quoted Price and Lead Time on each item compares with the low-bid supplier for that item. Tyco Electronics can disable this Bid Feedback option on any RFQ. In these cases, the Equote System will display N/A in the Lowest Bid fields. Note: Supplier s bid data will be retained in the Equote System for at least two years after the RFQ Closes. page 43 / 6/13/2008 5:51 PM

44 RFQ Reporting Supplier Report Card COMING SOON!!!!! page 44 / 6/13/2008 5:51 PM

45 Supplier Account Selector Notes About Supplier Account Numbers Tyco Electronics (TE) assigns at least one Supplier Account Number (SAN) to every supplier. The SAN is a unique identifier for the Supplier Company within one of TE s various Purchasing systems. It is possible that one Supplier Company may have more than one (sometimes many) SAN with TE. TE may assign more than one SAN to the same Supplier Company for one or more of the following reasons: Several different TE Purchasing Groups are buying from the same supplier. TE may have a different SAN for every different TE Purchasing Group The Supplier Company may have more than one facility. In these cases, TE may assign one or more SANs for each supplier facility. Supplier Users should self-register on TE s Supplier Portal for all SANs to which TE is issuing on-line RFQs using the Equote System. Supplier Users should contact their local TE Purchasing Contact for advice on which TE SANs they should register. page 45 / 6/13/2008 5:51 PM

46 Supplier Account Selector When the Supplier User clicks on the Select Accounts link on the Equote Main Menu, the Select Accounts Panel opens in the center of the User Interface. page 46 / 6/13/2008 5:51 PM

47 Supplier Account Selector The Select Accounts Panel will list all of the Supplier Account Numbers (SANs) for which the current Supplier User has authority to access. The Supplier User selects which SAN(s) to work with by clicking on the checkbox next to the SAN(s) and then clicking the Continue button. The Supplier User can choose to work with one or more SAN at the same time. page 47 / 6/13/2008 5:51 PM

48 Additional Information page 48 / 6/13/2008 5:51 PM

49 Additional Information Printing Application Screens If the right hand side of the screen is getting cut off from your printout, change the Page Setup on your Web Browser to Landscape mode. To change to Landscape mode, follow these steps**: Click on the File button on the browser s menu Click on Page Setup in the File menu In the Orientation section, change from Portrait to Landscape Click the OK button ** Steps are based on Microsoft Internet Explorer version 6.0. Steps may vary depending on your browser type and version. page 49 / 6/13/2008 5:51 PM

50 Additional Information Maintaining Your User Profile Each Supplier User must maintain his or her own profile information within Tyco Electronics Internet Security system. Profile information includes such things as your address and other contact information. To change your User Profile information you must use the Supplier Portal. After signing into the Supplier Portal with your User Name and Password, follow the instructions on the following screens. Remember that your User Name is the same as your Address. page 50 / 6/13/2008 5:51 PM

51 Additional Information Maintaining Your User Profile Select the My Account option on the blue navigation bar From the My Account menu, select the Manage Profile option. page 51 / 6/13/2008 5:51 PM

52 Additional Information Maintaining Your User Profile From the Manage Profile screen, select the Edit User Profile link. page 52 / 6/13/2008 5:51 PM

53 Additional Information Maintaining Your User Profile On the Edit User Profile screen, update any required information. Click on the Update Profile button. page 53 / 6/13/2008 5:51 PM

54 Additional Information De-Activating Current Supplier Users In order to ensure that only authorized Users are able to submit quotes to Tyco Electronics, the Supplier Company must de-activate Users when: A current Supplier User is no longer employed by the Supplier Company A current Supplier User changes his or her job responsibilities and no longer needs Equote access Any person associated with the Supplier Company can request that an existing Supplier User be de-activated. Navigate to the Tyco Electronics Supplier Portal using the link provided below. page 54 / 6/13/2008 5:51 PM

55 Additional Information De-Activating Current Supplier Users After clicking on the Supplier Portal URL, the public landing page of the Supplier Portal will be displayed. Under the Support Center section on the main navigation bar, click on the Report a Problem link page 55 / 6/13/2008 5:51 PM

56 Additional Information De-Activating Current Supplier Users The Report A Problem window will be displayed. Enter your personal information in the spaces provided in the top portion of the screen. Click on the Business Issue radio button. Select Equoting (erfq) Application from the dropdown list. page 56 / 6/13/2008 5:51 PM

57 Additional Information De-Activating Current Supplier Users In the Problem Details window, enter your request for the current Supplier User to be de-activated. Include the current User s full name and address State that the current User should be deactivated from the Equote System Click on the Submit Your Problem button page 57 / 6/13/2008 5:51 PM

58 Additional Information De-Activating Current Supplier Users When the problem has been successfully reported, a message will be displayed as shown here. Tyco Electronics will take action to de-activate the current User. If necessary, Tyco Electronics will contact you for additional information, using the contact information you provided on the previous screen. page 58 / 6/13/2008 5:51 PM

59 Additional Information Glossary of Terms RFQ Short for Request-for-Quotation RFQ Types: Open - An RFQ that has been issued to one or more suppliers and has not yet reached its close date. All Suppliers may submit bids on an Open RFQ. Closed - An RFQ that has been issued to one or more suppliers and has reached its close date. Suppliers can no longer submit bids. Archived - A closed RFQ that has been moved to the history list Bid Types Price Bid - The supplier has provided price and lead time No Bid - The supplier has indicated the intentions to No Quote page 59 / 6/13/2008 5:51 PM