Schedule Agreements
Training Presentation for
Supply Chain Platform: BAE Systems
July 2012
Course Objectives
•
After completing this course, you should be able to:
> Understand the schedule agreement process in SCP
> Explain the various schedule agreement states and action options
> Locate and view the schedule agreement’s details
> Respond to a schedule agreement
> Review changes to a schedule agreement
> View the schedule agreement details on a discrete order
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Schedule Agreement Business Process
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Business Process
1.
Schedule Agreement : Buyers publish schedule agreements to their suppliers.
2.
Schedule Agreement Response: Suppliers should respond to the schedule agreement.
The system checks every two hours for new responses to be sent to the buyer.
3.
Schedule Agreement Changes: Buyers may publish changes or cancellations to
previously published schedule agreements. Suppliers are typically expected to respond.
3
1
Schedule Agreement Changes or Cancellations
Schedule Agreements (SA)
Buyer
Supplier
2
Schedule Agreement Responses
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Supplier/Buyer Actions for Schedule Agreements
•
New – schedule agreements are loaded into SCP in a New state, with all line items
in a New state. Note: If changes are made, the agreement line’s state can push
back to ‘New’ from the ‘Sent’ state.
•
Sent – supplier has completed and sent their response (which could have been to
agree with the request, or to acknowledge it but with a counter proposal).
•
Closed – the buyer can move a schedule agreement line to the ‘Closed’ state.
•
Inactive – the system automatically moves a line to this state if the line is not
included in a subsequent version of that Schedule Agreement.
•
Archived – lines move to this state automatically after a period of inactivity
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View Schedule Agreements
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Schedule Agreement Structure
•
Each line item represents a different item.
•
Each request (or ‘schedule line’) represents a date and quantity.
•
Each promise represents a confirmation from the Supplier.
> If a Supplier cannot meet the entire request
Order
quantity and date, he can create multiple
promises against that request.
Header
Line Item
Request
Promise
Line Item
Request
Promise
Promise
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View Schedule Agreements
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View List of Schedule Agreement Lines
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View Schedule Agreement Details
•
You can ignore the other tabs on the details page, as these other document types are
not supported against schedule agreements.
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Respond to Schedule Agreements
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Locate ‘New’ Schedule Agreements
•
You will receive an email alert when you have new schedule agreements in SCP.
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Respond to a Schedule Agreement
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Send – ‘Accept’ Buyer Requests
•
•
If you agree with the schedule agreement ‘as is’ then you just have to select the agreement
lines and click ‘Send’.
The response will be sent to the buyer the next time the system sweeps (every 2 hours).
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Send – ‘Acknowledge with Exceptions’
•
•
To acknowledge a schedule agreement but with exceptions, you will still use the same
status and action button of ‘Send’.
Use the ‘Promise Date’, ‘Promise Qty’, ‘Reject Reason’ and ‘Supplier Comments’ fields to
create a detailed response – then click Send.
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A ‘Sent’ Schedule Agreement
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Schedule Agreement Changes
•
When a schedule agreement gets updated with a newer version by the buyer, there will be
a new version published in SCP.
> If the ‘Promise Date’, ‘Request Del Date’ or ‘Request Qty’ are different from the
previous schedule agreement version, then the state will change to ‘New’ – this
notifies the supplier that there are new schedule agreement lines that require a
response
> If these three fields did not change in the next version, then the state will not be
changed.
•
For the ‘Request Del Date’ and the ‘Request Qty’ fields, there are corresponding ‘Previous’
fields which show the value from the previous version of the schedule agreement.
> If a new schedule agreement is posted and either of these two fields were not
changed, then the ‘Previous’ fields are left blank.
•
If a new schedule agreement version is posted and it does not include a schedule line that
was previously in that agreement, then that line will go to an ‘Inactive’ state.
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Schedule Agreement Alerts
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Search for Archived/Closed Schedule Agreements
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Schedule Agreements and Discrete Orders
•
•
A schedule agreement and a discrete order are linked together in SCP by having the
same ‘Order Number’.
A user can access the schedule agreements right from the order by going to the
‘Schedule Agreement Info’ tab on the order details page.
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Shipments and Invoices for Schedule Agreements
•
For shipments and invoices against schedule agreements, you should follow the same
process that you use with BAE Systems today (not through SCP).
•
If you also receive discrete orders in SCP, then you may be expected to ship or invoice
against them in SCP.
•
For all business processes, your BAE Systems buyer will determine which process
workflows should be handled in SCP.
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Section Summary
We have learned…
•
How to access new schedule agreements
•
How to respond and send schedule agreement responses
•
How to view schedule agreement changes
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