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E1 Basics Course Session 1: Using E1 for the first time
E1 Basics Course
Session 1:
Using E1 for the first time
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E1 Basics Course Scope
Who New hires who will
use E1 as part of their job function
Current employees who will start using E1 as part of their job function
What Tasks common
across all E1 applications such as:
● Finding data● Modifying
records● Exporting grid
data
Why Develop E1
competency for employees in their current roles across Operations
Standardize what is taught and how E1 is used in all facilities
E1 training needs survey rolled out to all of Operations indicated a need for an E1 Basics Course
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E1 Basics Course Approach
Student’s job role in E1 will determine the tasks that will be used in the second part of the Course
Location of where Course is taught will accommodate shifts
Students will receive Exercises and a Job Aid packet
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Course Agenda
Topic / Section Timing
Introductions (Including Agenda / Ground rules) 10 mins
Introducing Pharmavite 10 mins
Understanding Pharmavite’s Operations Define EnterpriseOne (E1) Show Overview of Pharmavite’s Operations Show where your Department fits in the Process Discuss the Upstream/Downstream Impacts in E1
30 mins
Basics of Working with E1 Connect to the E1 System Navigate the E1 System Work with a Program Window Customize Grids
60 mins
Getting Support with E1 Understand Job Aids and QRCs Navigate the Phusion site
5 mins
Close: Questions and Course Evaluation 5 mins
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Ground Rules
No cell phones / Blackberries / laptops
Ask Questions and for Clarification
Return from breaks on time
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Course Agenda
Topic / Section Timing
Introductions (Including Agenda / Ground rules) 10 mins
Introducing Pharmavite 10 mins
Understanding Pharmavite’s Operations Define EnterpriseOne (E1) Show Overview of the Company’s Operations Show where your Department fits in the Process Discuss the Upstream/Downstream Impacts in E1
30 mins
Basics of Working with E1 Connect to the E1 System Navigate the E1 System Work with a Program Window Customize Grids
60 mins
Getting Support with E1 Understand Job Aids and QRCs Navigate the Phusion site
5 mins
Close: Questions and Course Evaluation 5 mins
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Background of Pharmavite LLC
Established in 1971 Subsidiary of Otsuka Pharmaceuticals Co., Ltd. Major Brands are:
● Nature Made Vitamins: The nation’s number one best-selling brand of vitamins, minerals, herbs and supplements in the food, drug, mass and club channels.
● SOYJOY: An all-natural, nutrient-rich snack baked with whole soy and real fruit.
Over 800 million in Annual Sales ≈ 1100 Employees
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Our Locations
Northridge: Corporate Office San Fernando: Manufacturing Valencia B: Unfinished Products
Valencia A: Packaging Valencia Tibbitts: Distribution Valencia Tech: SOYJOY
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Course Agenda
Topic / Section Timing
Introductions (Including Agenda / Ground rules) 10 mins
Introducing Pharmavite 10 mins
Understanding Pharmavite’s Operations Define EnterpriseOne (E1) Show Overview of the Company’s Operations Show where your Department fits in the Process Discuss the Upstream/Downstream Impacts in E1
30 mins
Basics of Working with E1 Connect to the E1 System Navigate the E1 System Work with a Program Window Customize Grids
60 mins
Getting Support with E1 Understand Job Aids and QRCs Navigate the Phusion site
5 mins
Close: Questions and Course Evaluation 5 mins
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What is EnterpriseOne (E1)
Enterprise Resource Planning (ERP) software● Facilitates the flow of information between all
business functions within the organization● All financial and operations processes across
Pharmavite are integrated into a single database for management and reporting purposes
Owned by Oracle Also called JD Edwards (JDE)
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A Few Operations Process Definitions
Raw Material: Material procured from a Supplier (i.e. Vitamin C powder) to be processed into a tablet or softgel
Tablet: Compacted and coated powder form of a vitamin or mineral
Softgel: Liquid form of a vitamin or mineral inside a gelatin based shell
Bulk: Container/tote of manufactured vitamins or minerals in either tablet or softgel form
Components: Materials (i.e. Caps and bottles) used to package Bulk to make Finished Goods
Finished Goods: Packaged material ready for distribution to customers
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1. How do we know:
The number of bottles of Vitamin C tablets (Finished Good) we need to manufacture for our customers?
The amount of Vitamin C powder (Raw) we need to procure to make them?
3. What happens to the Vitamin C powder to become Vitamin C tablets (Bulk)?
5. How do the bags of Vitamins C tablets become Finished Goods ready for our customers’ shelves?
7. How do we distribute the Finished Goods to our customers?
Operations Process Overview
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Planning and Procurement
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Manufacturing
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Packaging
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Sales Order Processing/Shipping
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Impact of Errors in E1…
Scenario in Manufacturing● A Blending Operator is directed by the E1 system
to “Putaway” a tote of material onto a specific shelf in the warehouse.
● The barcode for the location on the shelf is not readily visible and the Operator accidentally scans the wrong location into the E1 system after putting away the material.
What different business groups are affected by the error?
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Downstream/Upstream Impacts
Impacts Downstream● When the Compacting Operator is directed to “Pick” the tote
from the location shown in the E1 system the material will not be there.
● The Compacting Operator will need to spend time looking for the tote resulting in production downtime
● The schedule of all processes following (i.e. Coating and Packaging) and overall Customer Service becomes affected
Impacts Upstream● If left uncorrected Production Planning and Direct
Procurement will work from inaccurate inventory information in the E1 system
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Course Agenda
Topic / Section Timing
Introductions (Including Agenda / Ground rules) 10 mins
Introducing Pharmavite 10 mins
Understanding Pharmavite’s Operations Define EnterpriseOne (E1) Show Overview of the Company’s Operations Show where your Department fits in the Process Discuss the Upstream/Downstream Impacts in E1
30 mins
Basics of Working with E1 Connect to the E1 System Navigate the E1 System Work with a Program Window Customize Grids
60 mins
Getting Support with E1 Understand Job Aids and QRCs Navigate the Phusion site
5 mins
Close: Questions and Course Evaluation 5 mins
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There are several environments in E1. Each has a different use● For this lesson we will be using the Training (TR)
environment
● All your work will be done in the Production (PD) environment
IE Address Bar
E1 Environment Label
E1 Environments
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Signing In and Signing Out
Signing In User ID for E1 is the same as
Network ID● First 4 letters of your last
name and the first letter of your first name
● Example: John Smith’s User ID will be SMITJ
The first time you login your password for E1 is your User ID plus “1”
● Example: John Smith’s default password will be SMITJ1
Signing Out Click Sign Out link in the
upper right hand corner of the E1 screen
When you have signed out properly you will be returned to the E1 Sign In screen
Do not close the Internet Explorer window until after you have signed out
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Rules for Passwords
Passwords expires every 60 days May not repeat a password until you have used
11 other passwords Use at least 6 but no more than 20 characters Not case sensitive Must contain letters, numbers, and special
characters ● Example: John Smith’s new password DOG123!
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Course Agenda
Topic / Section Timing
Introductions (Including Agenda / Ground rules) 10 mins
Introducing Pharmavite 10 mins
Understanding Pharmavite’s Operations Define EnterpriseOne (E1) Show Overview of the Company’s Operations Show where your Department fits in the Process Discuss the Upstream/Downstream Impacts in E1
30 mins
Basics of Working with E1 Connect to the E1 System Navigate the E1 System Work with a Program Window Customize Grids
60 mins
Getting Support with E1 Understand Job Aids and QRCs Navigate the Phusion site
5 mins
Close: Questions and Course Evaluation 5 mins
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Layout of E1 Program Window
Toolbar
Window Title
Header Area
QBE Row
Grid
Exit Buttons
Navigation Bar
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E1 Toolbars
A typical toolbar on a search window looks like this:
A typical toolbar on a transaction window looks like this:
There is one toolbar at the top of the E1 application window Unlike Windows, the user has no control over toolbars. E1
selects what buttons are displayed on the toolbar Buttons on toolbars will vary by program: the buttons you need
to work in that program are the ones that will display
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General Navigation Rules
Close or Cancel the current screen to move back to previous one. Do not use Internet Explorer’s (IE) Back and Forward buttons or commands
Use E1’s New Window button to open
up another E1 window, not IE’s File | New Window command or equivalents
While signed in to E1, use E1’s Close or Cancel toolbar buttons not IE’s Close button
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Layout of E1 Menu
Open Applications displays links to all open applications. Also contains button to open a second application window
Favorites is a user created list of links to applications
Pharmavite Main Menu is a list of all Pharmavite applications. Click to left of folder to display options
Refresh Menu Tree
Refresh Open Applications
Refresh ButtonsOpen Applications
Favorites
Task Views
Note: Hyperlinks (links) are always underlined and in lighter blue font. Click to go to applications, etc.
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E1 Toolbar Buttons
Run a search once you have typed in the parameters on the header or QBE row
Select the row that you have indicated by checking the box to the left of the row
Save a newly entered record or save the revisions made to an existing record
Display a blank revision widow to enter a new record
Copy a record selected by checking the box to the left of the record
Delete a record selected by checking the box to the left of the record
Exit the window without saving changes: Cancel from a transaction window; Close from a search window. Returns to E1start screen
Use this button To do this
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Exercise 1 Identify major areas of the E1 Application
1. Sign into E1 TR environment with your assigned E1 Student ID
2. Go to the Change Password screen3. Navigate to the Address Book Application screen
● Menu Path: Pharmavite Main Menu, Address Book, Daily Processing, Create AB Only
4. Add the Application to E1 Favorites5. Click on the Find button6. Review the sections of the Application Screen7. Scroll through a large number of fetched records8. Close the Application9. Sign out of E1
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Course Agenda
Topic / Section Timing
Introductions (Including Agenda / Ground rules) 10 mins
Introducing Pharmavite 10 mins
Understanding Pharmavite’s Operations Define EnterpriseOne (E1) Show Overview of the Company’s Operations Show where your Department fits in the Process Discuss the Upstream/Downstream Impacts in E1
30 mins
Basics of Working with E1 Connect to the E1 System Navigate the E1 System Work with a Program Window Customize Grids
60 mins
Getting Support with E1 Understand Job Aids and QRCs Navigate the Phusion site
5 mins
Close: Questions and Course Evaluation 5 mins
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Customizing a Grid
Changing the layout and appearance of record grids to simplify working with records (i.e. data entry or custom reporting)
Custom grids designed for an inquiry screen cannot be applied to a data entry screen and visa versa
Option
Mode
InquiryRevisio
n
Which columns are displayed
Order in which the columns are displayed
Text properties (font color, bold, underline, etc.)
Background color of column
How the rows are sorted (sequence)
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Customizing a Grid: Before
Remove Columns
Move Columns
Modify Columns
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Exercise 2Customize a Grid so that it is easier to use
Access the Create AB Only Application from your Favorites
Customize your grid as follows● Enter your Grid Format Name
● Make Alpha Name be the first Column of your Grid
● Remove Columns called Industry Class and Tax ID
● Make the Alpha Name Column background Green
● Make the Alpha Name text White and Bold
● Reduce the Column Width of Alpha Name Column to 90%
● Reduce the Column Width of Long Address Column to 50%
3. Review the Application Screen’s new Grid Format
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Course Agenda
Topic / Section Timing
Introductions (Including Agenda / Ground rules) 10 mins
Introducing Pharmavite 10 mins
Understanding Pharmavite’s Operations Define EnterpriseOne (E1) Show Overview of the Company’s Operations Show where your Department fits in the Process Discuss the Upstream/Downstream Impacts in E1
30 mins
Basics of Working with E1 Connect to the E1 System Navigate the E1 System Work with a Program Window Customize Grids
60 mins
Getting Support with E1 Understand Job Aids and QRCs Navigate the Phusion site
5 mins
Close: Questions and Course Evaluation 5 mins
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Information Resources
Job Aids● Step by step instructions on how to complete
specific tasks in E1● Sorted into packets by Business Area and Role
Quick Reference Cards (QRCs)● E1 reference information specific to business areas
(i.e. Definitions, codes…etc)● Instructions for general E1 task (i.e. Printing,
customizing a grid…etc)
Available on the E1 Intranet site
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PHusion Site
An intranet repository site for all E1 related Job Aids, Quick Reference Cards, and training and support materials
Business Area
Packets by Job Role in E1
URL on Internet Explorer
Release tab
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Questions
