OSHKOSH RELIANCE SUPPLIER PPAP TRAINING

Transcription

1 OSHKOSH RELIANCE SUPPLIER PPAP TRAINING October 5, 2016

2 Syllabus GPSC Oshkosh Reliance Foundation Level Training Foundation -101 Target Audience All GPSC Employees and Suppliers Pre Requisites None Application -201 SME -301 Documents / Pre Work Required None This is a foundational level training. This material provides you the training required to successfully manage the PPAP process using the Oshkosh Reliance software. Following this training you should have an understanding of each of the steps involved and the process flow to successfully complete an PPAP.

3 OSN, OSHKOSH SUPPLIER NETWORK Navigate to OSN, Oshkosh Supplier Network to access Oshkosh Reliance Link to OSN Login for Oshkosh Reliance can be found here: On October 20

4 OSHKOSH RELIANCE LOG IN SCREEN Enter User name and password to access Oshkosh Reliance

5 OSHKOSH RELIANCE LOG IN SCREEN Enter User name and password to access Oshkosh Reliance Oshkosh is using an External Active Directory than generates the following log in structure PN for suppliers Recommend bookmarking this to minimize typing the PN # every time you log into Reliance

6 OSHKOSH RELIANCE PASSWORD RULES Expires every 45 days Must be at least 8 characters One upper case One lower case One special character Cannot use the same password if used in the last 24 changes Inputting password 3 times will lock account If locked out wait 30 minutes and you can try again After 1 year of no activity account will be deleted If deleted account holder will need to request access

7 OSHKOSH RELIANCE PPAP HIGH LEVEL PPAP PROCESS MAP

8 OSHKOSH RELIANCE HOME PAGE Modules accessible within Oshkosh Reliance Click on module to open

9 OSHKOSH RELIANCE PPAP BASIC NAVIGATION Screen shows all PPAPs that are assigned to suppliers PPAP Views by Open, Pending, Closed, All PPAPs etc.

10 OSHKOSH RELIANCE PPAP BASIC NAVIGATION Ability to sort by all headers in the view

11 OSHKOSH RELIANCE PPAP BASIC NAVIGATION Navigation Header If sorting headers to go back to main view click on Reset View

12 OSHKOSH RELIANCE PPAP BASIC NAVIGATION Export view into Excel or PDF Refresh View will update any changes

13 OSHKOSH RELIANCE PPAP BASIC NAVIGATION Exporting a given view to Excel or PDF can be done by clicking Export Example of exported view into a PDF

14 OSHKOSH RELIANCE PPAP BASIC NAVIGATION Exporting a given view to Excel or PDF can be done by clicking Export Example of exported view into Excel

15 OSHKOSH RELIANCE PPAP BASIC NAVIGATION Assigned to person or company Segment Supplier Name ERP Supplier ID Part Number Item Revision PPAP Level Phase within Reliance Due Date NOTE: Due date on PPAP PO should be adhered to this date only applies if sent back to supplier from Oshkosh after review PO Number Reliance PPAP Preassigned Number

16 OSHKOSH RELIANCE PPAP PHASES Initiate Supplier required to complete submission Submitted Oshkosh required to review submission Disposition Oshkosh will either approve, reject, interim approval or approve with SCR Closed Oshkosh

17 OSHKOSH RELIANCE PPAP HIGH LEVEL PPAP PROCESS MAP

18 OSHKOSH RELIANCE PPAP SELECTING PPAP TO SUBMIT Select the PPAP line item you want to complete NOTE: Due date on PPAP PO should be adhered to this date only populates if sent back to supplier from Oshkosh after a review

19 OSHKOSH RELIANCE 8D BASIC NAVIGATION Navigation Header Save Save and Close Refresh PDF Drop Down Menu Close Check out Document Copy Link Send Notification to Oshkosh Switch to Read Mode

20 OSHKOSH RELIANCE PPAP GENERAL TAB

21 OSHKOSH RELIANCE PPAP GENERAL TAB - CONTINUED

22 OSHKOSH RELIANCE PPAP DECLARATIONS TAB

23 OSHKOSH RELIANCE PPAP REQUIREMENTS TAB

24 OSHKOSH RELIANCE PPAP REQUIREMENTS TAB - CONTINUED

25 OSHKOSH RELIANCE PPAP REQUIREMENTS TAB - CONTINUED

26 OSHKOSH RELIANCE PPAP ACCESS CONTROL Access Control will be greyed out; supplier can access but not change anything

27 OSHKOSH RELIANCE PPAP ALL TABS

28 OSHKOSH RELIANCE PPAP AUTO POPULATED FIELDS Auto Populated Fields OSN Supplier Number Supplier Name ERP Supplier Number PO Number Segment

29 OSHKOSH RELIANCE PPAP FIELDS COMPLETED BY SUPPLIER Complete the following items: Address City State Postal Code Country Phone Number Buyer (if known) Supplier comments (if applicable) F1000 Yes or No

30 OSHKOSH RELIANCE PPAP FIELDS COMPLETED BY SUPPLIER Depending on your browser the fields will auto populate when completing PPAP Please make sure the data entered is correct. This information is auto populated on the PSW.

31 OSHKOSH RELIANCE PPAP FIELDS COMPLETED BY SUPPLIER SCR (Supplier Change Request (F1000)) If no click box If yes select paperclip icon and attach approved and completed F1000/SCR

32 OSHKOSH RELIANCE PPAP FIELDS COMPLETED BY SUPPLIER Auto Filled by Oshkosh Part Number Part Name Revision Level Supplier completes the following: Shown on drawing number Supplier part number (required) Engineering revision level date Reason for submission: Select why you are submitting this PPAP If other is selecting input reason why Ability to enter attachments as needed

33 OSHKOSH RELIANCE PPAP DECLARATIONS Declarations: Answer questions Enter job title certifying all information is correct

34 OSHKOSH RELIANCE PPAP DECLARATIONS CONTINUED Declarations: If you select yes for last question Text box will appear for you to explain what deviation exists

35 OSHKOSH RELIANCE PPAP REQUIREMENTS Requirements: Submission level will be defaulted Suppliers do have ability to change level if incorrect Submission Requirements: Minimum requirements noted and must be checked in corresponding boxes as being submitted Comments sections available as needed to convey information Ability to input attachments and comments as needed

36 OSHKOSH RELIANCE PPAP LEVEL 1 REQUIREMENTS PPAP Level 1 example Level 1 defaulted Minimum Requirements for level 1 Check box to confirm submitted items Level 1 PPAP template available Standard naming convention

37 OSHKOSH RELIANCE PPAP LEVEL 2 REQUIREMENTS PPAP Level 2 example Level 2 defaulted Minimum Requirements for level 2 Check boxes to confirm submitted items Level 2 PPAP Template available Standard naming convention

38 OSHKOSH RELIANCE PPAP LEVEL 3 REQUIREMENTS Level 3 example Level 3 defaulted Minimum Requirements for level 3 Check boxes to confirm submitted items

39 OSHKOSH RELIANCE PPAP LEVEL 3 REQUIREMENTS CONT. Level 3 example If applicable Other Submission Requirements Supporting Attachments Comments Available to supplier Level 3 PPAP template Standard naming convention Access Controls Phase Tracking Document Security

40 OSHKOSH RELIANCE PPAP LEVEL 4 REQUIREMENTS Level 4 example Level 4 defaulted Minimum Requirements for level 4 Check box to confirm submitted items Level 4 PPAP template available Standard naming convention

41 OSHKOSH RELIANCE PPAP PART SUBMISSION WARRANT Generate Part Submission Warrant: Click on Icon

42 OSHKOSH RELIANCE PPAP EXCEL WORKBOOK Generate a Part Submission Warrant: Select OI Template Level 1-4 defaulted Example level 3 is required Select Level 3 Template NOTE: Templates are simplified by level of PPAP

43 OSHKOSH RELIANCE PPAP EXCEL WORKBOOK Generate Part Submission Warrant: PPAP Level 3 Template is now available for download and completion of PPAP documentation Click on PPAP Level 3 template to open PPAP Level 3 Template will display at bottom left of page Click on down arrow to open level 3 template

44 OSHKOSH RELIANCE PPAP Enable Content Select Enable Content to use file Sync Header Supplier must select Sync Header to auto fill out the PSW (part submission warrant) NOTE: Must fill out all information in Oshkosh Reliance for template to populate properly NOTE: If you miss a section either fill out manually or delete template and start over

45 OSHKOSH RELIANCE PPAP Information completed/entered in Oshkosh Reliance will auto populate onto the PSW (part submission warrant) Please verify all information is correct. NOTE: Supplier is responsible to ensure accuracy of this document

46 OSHKOSH RELIANCE PPAP EXCEL WORKBOOK Synch Header for all tabs All headers within the Excel spreadsheet will auto populate once you click on synch header including the following: Organization Part Number Supplier Number Part Name Engineering Revision Level

47 OSHKOSH RELIANCE PPAP EXCEL WORKBOOK Supplier will need to do a file save as to their desktop to complete the PPAP Use the following naming convention per Oshkosh standard ITEM NUMBER_COMPANY NAME_MMDDYY_REV

48 OSHKOSH RELIANCE PPAP EXCEL WORKBOOK Supplier completes PPAP and will upload back into Reliance Supplier can upload Excel document or PDF versions Navigate to PPAP you are going to submit Select Attach Files(s) Select correct PPAP from your Desktop/Folder

49 OSHKOSH RELIANCE PPAP EXCEL WORKBOOK Upload of Level 3 PPAP After supplier uploads their PPAP document there are two files Either file can be deleted by clicking on the red x Supplier can click on red X anytime to delete files

50 OSHKOSH RELIANCE PPAP EXCEL WORKBOOK Deleting template Supplier needs to delete the Oshkosh template by clicking on the red X beside the template file Warning box will display, click ok to proceed NOTE: Make sure you don t delete the file you just uploaded

51 OSHKOSH RELIANCE PPAP EXCEL WORKBOOK Deleting template Only the supplier file should be visible at this point

52 OSHKOSH RELIANCE PPAP ACCESS CONTROL Access Control Phase Tracking shows we are in the initiate phase Additional document security shows the last person who edited the document Click Save and Close if you need to exit anytime Click Save anytime during the process to ensure nothing is lost Oshkosh Reliance will time out after 30 minutes

53 OSHKOSH RELIANCE PPAP SUPPLIER SUBMITS Submitting PPAP Supplier has completed all information Uploaded the Oshkosh PPAP Excel Workbook Select Submitted to send to Oshkosh Reviewer Group

54 OSHKOSH RELIANCE PPAP PHASE DIALOG Phase Dialog Phase dialog box prompt: Send to - shows submitted phase Due Date defaulted Assign to In this case Defense Production Reviewers Notify you can enter s into this box (if applicable not required) Comments nothing required but you can enter anything you want to convey

55 OSHKOSH RELIANCE PPAP PHASE DIALOG I created two common errors for reference: Error 1 we did not click all boxes under what is being submitted Error 2 We selected yes under F100 but did not attach the file

56 OSHKOSH RELIANCE PPAP SUPPLIER VIEW PPAP BA is now in submitted phase and assigned to Defense Production Reviewers NOTE: Suppliers cannot make changes to PPAP until reviewed in this phase

57 OSHKOSH RELIANCE PPAP AUTOMATED S Automated sent to Oshkosh notifying them you have submitted a PPAP for review

58 OSHKOSH RELIANCE PPAP HIGH LEVEL PPAP PROCESS MAP

59 OSHKOSH RELIANCE PPAP - REJECTION OR INTERIM APPROVAL FOLLOWS THE SAME PROCESS IN RELIANCE Rejection and Interim Approval

60 REJECTED OR INTERIM APPROVAL FOLLOWS THE SAME PROCESS WITHIN IN RELIANCE Rejected Supplier CANNOT ship parts Supplier must correct PPAP Oshkosh provides new due date Supplier submits PPAP in Oshkosh Reliance Interim Approval Supplier CAN ship parts Supplier must correct PPAP Oshkosh provides new due date Oshkosh Rejects PPAP Oshkosh Interim Approves PPAP Supplier submits updated PPAP Oshkosh Reviews Supplier PPAP Revised Due Date for PPAP

61 OSHKOSH RELIANCE PPAP REJECTED OR INTERIM APPROVAL Oshkosh reliance PPAP main view Rejected PPAP from Oshkosh 1. Assigned Back with supplier 2. Phase Back to initiate phase 3. Due Date Oshkosh provides date for completion since it was rejected

62 OSHKOSH RELIANCE PPAP SELECT PPAP AND NAVIGATE TO ALL TABS Select PPAP BA Select All Tabs Supplier has access to General, Declarations, Requirements, and All Tabs to correct issue with PPAP

63 OSHKOSH RELIANCE PPAP DISPOSITION COMMENTS & CODES Under Disposition, reject codes and comments are available for supplier to see why PPAP has been rejected.

64 OSHKOSH RELIANCE PPAP EXCEL WORKBOOK Navigate to Generate part submission warrant to open Excel file Open Excel file and make corrections

65 OSHKOSH RELIANCE PPAP EXCEL WORKBOOK Enable PPAP workbook file Make corrections to dimensions Before Corrected dimensions After

66 OSHKOSH RELIANCE PPAP EXCEL WORKBOOK Perform a file save as to upload back into Reliance Use the following naming convention per Oshkosh standard ITEM NUMBER_COMPANY NAME_MMDDYY_REV

67 OSHKOSH RELIANCE PPAP EXCEL WORKBOOK Supplier has corrected PPAP navigate to Attach File(s) Select and upload corrected file Navigate to PPAP you are going to submit Select Attach Files(s) Select correct PPAP from your Desktop/Folder Supplier can upload Excel document or PDF versions

68 OSHKOSH RELIANCE PPAP EXCEL WORKBOOK Upload After uploading PPAP document there are two files present Delete the old version by clicking on the red x Warning will come up, click ok to proceed Updated file attached

69 OSHKOSH RELIANCE PPAP SUBMITTING DOCUMENTATION Submitting PPAP PPAP has been updated Clicked Save Click Submitted button to send back Oshkosh Select ok when phase dialog box prompts

70 OSHKOSH RELIANCE PPAP SUBMITTED PHASE 1 2 Submitted PPAP to Oshkosh 1. Assigned Back to Oshkosh Defense Production Reviewers 2. Phase Back to submitted

71 OSHKOSH RELIANCE PPAP AUTOMATED S Automated sent to Oshkosh notifying them you have submitted a PPAP for review

72 OSHKOSH RELIANCE PPAP HIGH LEVEL PPAP PROCESS MAP

73 OSHKOSH RELIANCE PPAP HIGH LEVEL PPAP PROCESS MAP

74 OSHKOSH RELIANCE COMMENTS BAR Shows all comments and what phase a given PPAP is currently held NOTE: This cannot be changed by suppliers or Oshkosh and is held as a permanent record for both. To see all pages click Show All Pages

75 OSHKOSH RELIANCE PPAP - APPROVED PPAP ONLINE Oshkosh and Suppliers can access an Approved / Closed PPAP by navigating to Option 5 or Closed which shows PPAP BA as Approved History section also shows approved on last line entry for Oshkosh and Suppliers

76 OSHKOSH RELIANCE PPAP GENERAL INFORMATION 1. All Open any open PPAP 2. Pending Level 3 any open level 3 PPAP 3. Pending Levels 1, 2, or 4 any open PPAP 4. Waiting on Supplier Show what is in supplier qui 5. Closed any closed PPAP 6. Voided PPAPs any PPAP Oshkosh has voided 7. My Open PPAP that you have assigned to yourself and not dispositioned yet 8. All PPAPs shows all PPAPs for all statuses

77 OSHKOSH RELIANCE PPAP BENEFITS Centralization of all PPAP Auto populated by Oshkosh Accessible by Oshkosh and Suppliers No need to upload to FTP site Tracking of all information available Report available for Oshkosh and Suppliers (Future project being defined) Automated system to track and address all PPAP Minimal use of to communicate back and forth

78 QUESTIONS Oshkosh Corporation Classification: Restricted