External Supplier Dashboard...– Navigating Oracle Business Intelligence ... All information and...

External Supplier Dashboard

Supplier Training Presentation

AnalyticsSource Data

ERP Systems

Quality Systems

Other Data Sources

• Internal Trane Technologies

• External sources

Excel Upload Templates

Database

Transactional Data

•Invoices

•Purchase Orders

•Receipts

•Projects

•Tasks

•Requests

Master Dimensional Data

•Supplier Master

•Item / Part Master

•Chart of Accounts

Data Enrichment

•Spend Classification

•Supplier Normalization

•SBU / Region / Location

Dashboard

•KPI’s

•Open Orders

•Part Forecast

Data Download

•Excel

•CSV

Solution Design

Daily

Daily

Daily

Daily

Data Aggregation

•Measures

•KPIs

•Charts

Benefit Statement

• Supplier sees a significant amount of Trane Technologies data

o KPI’s

o Forecast

o Quality

o Open PO

• Supplier can pull data on demand instead of waiting to be provided data from Trane Technologies

• Supplier sees the same reports that Trane Technologies sees to help with joint problem solving

• Enables data driven discussions

• Reports can be drilled down into transactional detail to assist in problem solving

• Defective data can be updated to maintain accuracy of supplier scorecard measures

• Platform for additional reporting in the future

Enabling better supply chain performance

• Getting Started

– Creating a new account

– Accessing Supplier Dashboard

– Navigating Oracle Business Intelligence

• Using Supplier Dashboard

– Overview of Dashboards

– Navigating Dashboards

– Performing Common Tasks

• Business Intelligence Production Support

• Appendix

– Password Reset

– Detailed Calculation Logic

Table of Contents

Course Overview

Getting Started

Creating a new account

The “Doing Business with Us” website provides the link to creating an account for the External Supplier

Dashboard: https://www.tranetechnologies.com/en/index/company/doing-business-with-us/supplier-dashboard-

registration.html

Steps to create an account

1. Complete personal information as

shown to the right.

2. Agree to the terms of use of the

Supplier Dashboard.

3. Click the “Submit” button.

4. If approved, the Trane Technologies

administrator will e-mail you your

account information to access the

Supplier Dashboard.

This system is for use of authorized users only. If you are not authorized, you must exit the system immediately. All information and data stored on the system is the property of Trane Technologies. The intentional destruction, theft, unauthorized duplication, or misuse of such data is prohibited. Trane Technologies’ computers, networks, and communications equipment are restricted to Company related business. Data stored on or transmitted through the system including electronic mail, voicemail, and other forms of communications, may be monitored, accessed or reviewed by Trane Technologies personnel. By accepting below you are confirming your agreement to the above.

https://www.tranetechnologies.com/en/index/company/doing-business-with-us/supplier-dashboard-registration.html

Getting Started

Accessing the Supplier Dashboard

To access Supplier Dashboard, you use a URL, a user ID, and a password

Steps to access Supplier Dashboard

1. Type the URL https://obi.tranetechnologies.com/ into

the address field on your browser.

* You should also add the URL to your list of

favorites or bookmarks.

2. The login screen appears.

3. Type your user ID and password.

4. Select the language in which you want to work from

the drop-down list.

5. Click Login to submit your login credentials.

https://obi.tranetechnologies.com/

Getting Started

What You See After Accessing Oracle Business Intelligence

These training slides can be found

at this link.

Getting Started

What You See After Accessing Oracle Business Intelligence

Link Description

<Your

Name>

Access your account settings where you can

change language and other preferences.

Gear symbol Access page options where you can set your

default prompt settings and save different

prompt settings.

Tabs provide access to other pages

related to the current dashboard.

Prompts allow you to filter the data

that is being presented.

• KPI data updated WEEKLY on Sundays

• Open PO and Part Forecast updated DAILY

Getting Started

Overview of Supplier Dashboards

Report Title,

Description, and

Date run

Request

Results

Report View Drop Down

to access different report

views

Link to export

results for further

analysisBlue text signifies that you

can drill into this number to

see additional detail

Data Drill Down

First drill down click

provides a list of reports

that can be run. Click on

desired report.

Can also use the bread crumb trail to navigate

back to your original view from a detailed report

• A blue hyperlink on a column means that you

can drill down to another detailed level of the

report

• Use the “Return” link to navigate back to your

original view from a detailed report

Getting Started

• Getting Started









• Appendix

– Password Reset


Table of Contents

Course Overview

Using Supplier Dashboards

KPI Reports – Shows several Key Performance Indicators for the supplier

• Spend ($M) – last 12 months of invoices received.

• Diversity (Y/N) – is the supplier recognized as a diversity supplier?

• SIP (Y/N) – is the supplier participating in the Supplier Improvement Program?

• CIS1/2 (Y/N) – is the supplier under controlled shipping?

• OSA Status – the results of the latest On Site Assessment for the supplier

• DPPM – defective parts per million receipts. Color code is green if under 1,000, yellow between

1,000 and 2,000, and red if over 2,000.

Default is to show YTD

data for all Trane

Technologies locations.

Adjust prompts if you

want to see KPI’s from

other time frames or

locations

• SCAR – count of Supplier Corrective Action Requests that have been sent to the supplier via ETQ

• Recovery (Y/N) – is there an open warranty recovery issue with the supplier?

• Early* – percentage of time the receipt was before the Need By Date.

• Late* – percentage of time the receipt was later than the plant’s Need By Date AND longer than stated

Lead Time.

• On-Time – Receipts that are not Early or Late are considered On-Time

* - Plant threshold for number of days early and late apply. Default is 5 calendar days early and 1 calendar

day late.


data for all Trane





locations



• WLT Days – Weighted Lead Time in days. Average number of days of lead time between PO placement and

receipt date. Weighted by PO value.

• LT Comply – percentage of receipts that are made within stated lead time.

• WPT Days – Weighted Payment Terms in days. Average payment terms for all invoices weighted by invoice

value. Green if 75 days or higher. Yellow if between 60 and 75 days.


data for all Trane





locations



• Sustain – Status of Sustainability survey in Gensuite application.

• A = Received and Accepted

• P = Partially completed

• R = Rejected response from supplier

• S = Survey sent to supplier

• N = No survey sent to supplier

• EtQ (Y/N) - Supplier has an active EtQ account and has logged on in last 30 days. EtQ application is used to

collaborate on supplier quality issues.


data for all Trane





locations



• Contract (Y/N) – are there any contracts between this supplier and Trane Technologies on file?

• ERS – Percentage bracket of invoices using automated mechanism (e.g., “7” means between 70% and 79%

are automated.

• Contact (Y/N) – A primary contact person has been loaded for the supplier

• iSupplier (Y/N) - Supplier has an active iSupplier account and has logged on in last 30 days.


data for all TT

locations. Adjust

prompts if you want to

see KPI’s from other

time frames or

locations




OSA Drill Down

• Shows the history of On Site Assessments (OSA) with the supplier.

• With an EtQ account, you can drill into the actual OSA report.


DPPM Drill Downs

Lists details of every nonconforming part. Includes

• Part number

• Description of defect

• Date of finding

• Nonconformance report number

Shows DPPM by location by time period to

narrow down the source of the issue.


SCARs Drill Down

List the details of all Supplier Corrective Action Requests (SCARs)

• SCAR Number that can be searched in EtQ

• SCAR title

• Status of SCAR

• Key dates

• Contact information

Supplier Recovery Drill Down

List the details of any supplier recovery actions

• Location affected

• Type of Impact

• Date

• Recovery amount



OTD and Lead Time Drill Down

• Blended Performance drop down

• Lists all receipts and their OTD status

• Also lists Lead Time for each part for LT

Compliance details

• Scrolling to the right shows the various date

fields, system lead time, and the OTD flag for

Need By Date, Lead Time, and the blend of these

two flags.


Weighted Payment Terms Drill Down

• Invoice Lines – number of invoice lines in the last 12 months

• Spend ($M) – value of last 12 months of invoices received.

• Unique Net – Number of unique payment terms in last 12 months

• Min Net – minimum payment terms in last 12 months

• Max Net – maximum payment terms in last 12 months

• Contract Net – payment terms in the contract, if it exists

• Contracts – number of contracts in the contract database

• Local Records – number of unique supplier records that roll up into this CSID number

Use Report View to see

different levels of detail


Contract Drill Down

• List of contracts between Trane Technologies and the supplier (existing and expired)

• A few key metadata fields


Trend Data for KPI’s

• Last 12 months of results for each KPI.

• Can drill into individual bars to see details for that month


Open Purchase Orders

• Shows list of all open

Purchase Orders with

the supplier

• Prompts allow report to

be filtered by part

number or location


Part Forecast

• Forecast demand for all

parts with supplier

• Can use prompts to filter

for part number and

location

• Can use first report view

drop downs to adjust the

time interval from monthly

to weekly

• Can use second report

view drop down to change

from Gross to Net

requirements

• Default time frame is

forecasting 12 months (if

location provides that

much forecast data)


Contact Person

• Shows list of people at supplier who have an account with any of the selected applications

• Shows account information and usage statistics

• Getting Started









• Appendix

– Password Reset


Table of Contents

Course Overview


29

• Any issues with Oracle BI or any Supplier Dashboard report should first be

addressed with the Trane Technologies location Buyer/Planner or your Commodity

Manager

• The Trane Technologies Buyer/Planner or Commodity Manager will escalate any

issue inside Trane Technologies as appropriate

• Ideas for enhancements to the Supplier Dashboard can also be given to your

Trane Technologies Buyer/Planner or Commodity Manager.

Production Support

• Getting Started









• Appendix

– Password Reset


Table of Contents

Course Overview

You will need to reset your password every 90 days.

Trane Technologies has two password reset options. Option #1 allows you to update your password yourself

Click on the forgotten password link to go through the password reset process.

1. Navigate to https://signin.corp.global

2. Click on the forgotten password link to go through the password reset process

3. First time users must enroll and create security question answers.

Option #1 – Self Update

Password Reset

https://signin.corp.global/

4. Follow on-screen instructions to verify your identity

5. Select your new password and confirm it

Option #1 – Self Update

Password Reset

userid

Only use this option if you are not successful with Option #1.

1. Call the Trane Technologies Help Desk at the phone number listed at the right (based on the country you are calling from).

2. Follow the prompts for a password reset.

3. The help desk will need your userid to perform the password reset.

Option #2 – Call the Trane Technologies Help Desk

Password ResetRegional Service

Desk Country/Region Telephone Number

Americas United States 1-800-872-6381

French Canadian 646-254-3637

Latin America US (646) 259-0610

EMEIA India -Toll Free 8004401995

EMEIA Belgium –Toll Free 80081138

EMEIA Czech Republic –Toll Free 800701323

EMEIA France –Toll Free 0805 540533

EMEIA Germany –Toll Free 0800 589 2333

EMEIA Ireland –Toll Free 1 800 995 310

EMEIA Italy –Toll Free 800917920

EMEIA Netherlands –Toll Free 0800 2526020

EMEIA Spain–Toll Free 900814191

EMEIA UK –Toll Free 0800 032 6503

EMEIA UAE – Toll Free 80004441562

EMEIA Rest of EMEIA –Toll +44 2035 642794

Asia Asia – Toll Free 10 800 712 2848

Asia China 86-21-22081300

Asia Thailand 001-800-12-0666077

Asia Malaysia 1-800-813098

Asia Philippines 1-800-1-441-0686

Asia Taiwan 00801-13-7806

Asia Indonesia 001-803-011-3985

Asia Hong Kong 800-967932

Asia Singapore 800-1204684

Asia South Korea 00798-14-800-7206

Asia Japan 0066-33-132401

Asia Vietnam 18001750

• Spend ($M) – This is the total amount in $USD, in millions of dollars, of posted invoices for the period selected in the filters (year-to-date is the default selection). This includes all locations and commodities. This spend excludes P-Card transactions.

• Diversity – This will show “MBE” or “WBE” or “VBE” if the supplier is a diversity supplier. Those terms stand for Minority, Woman, or Veteran Owned Business Enterprise respectively. These classifications are provided by a third party data service company once a quarter and are adjusted by the supplier diversity manager. If a supplier falls into more than one category, only the most significant will be listed. For example if a supplier is owned by a Hispanic Woman, the flag will show “MBE” since the minority category is more significant for reporting.

• OSA Status – This represents the approval status for the most recent On-Site Assessment that was performed. Each supplier facility may undergo a separate OSA resulting in different scores, but what gets displayed in this report is only the most recent one’s overall status. Detail for the individual OSA scores

and information can be obtained by using the drill down link. OSA updates are typically loaded by the 10th working day each month.

KPI Column Definitions

• DPPM – This represents the Defective Parts Per Million for all the parts which the supplier provides. The formula is 1000000 * (defective quantity / total received quantity). We only count nonconformance records where the supplier was flagged as being at fault and material was rejected. The reject data is mostly captured daily, but there are some plants that record and report monthly in a manual fashion within a week of month end close.

• SCARs – This is the count of Supplier Corrective Action Requests submitted in EtQ against the supplier.

• Recovery – This is a Yes/No flag that indicates if a supplier has caused is significant customer impact event to due warranty claims or major supply disruption. For these events, a recovery campaign is launched in which monetary damages are perused. This data is manually maintained by the Supplier Quality and Development (SQ&D) team and is designated by supplier, TT location and commodity. The recovery is closed and the flag is reset to No after the last credit is received.

KPI Column Definitions (continued)

Delivery

Dates Used in Calculation: The delivery calculation uses 4 pieces of information:

• Order Release Date: date on which the order was communicated to the supplier

• System Lead Time: standard number of days for a supplier to deliver based on ERP master data

• Need By Date: date on which the material was supposed to be delivered to TT by the supplier

• Receipt Date: date the material was processed at the dock and recorded into a local ERP system

Need By Date System Lead Time Blended Result

Before Threshold Before Threshold Early

Before Threshold Within Threshold Early

Before Threshold After Threshold Early

Within Threshold Before Threshold On-Time

Within Threshold Within Threshold On-Time

Within Threshold After Threshold On-Time

After Threshold Before Threshold On-Time

After Threshold Within Threshold On-Time

After Threshold After Threshold Late

The system calculate two independent scores and then blends them together with the logic shown to the right.

The TT standard delivery window is -5 / +1, which means a receipt will be considered on-time if the receipt date is up to 5 days before the need by date and is up to 1 day after the need by date


Delivery (continued)

• Early – This is the % of receipts that were made earlier than the configured threshold.

• Late – This is the % of receipts that were made later than the configured threshold.

• On-Time – This is the % of receipts that were made within the time range specified by the configured threshold.


• WLT Days – This is the weighted average standard lead time days for the supplier to deliver a part. For each receipt line we capture (Spend $ * Lead Time) and Spend $, which are then aggregated across all invoice lines and divided by Total Spend $. The “standard” or “system” lead time is what gets stored against the part number in the local ERP system and means the number of days after confirming an order that it will take the supplier to deliver the material to our dock. In some ERP systems this is calendar days and in other systems this is in work days. This is not the fully loaded lead time that would contain process time, inspection time, stocking time and so on. This is also not the actual lead it took to receive a given order.

• LT Comply – This is the percentage compliance to the supplier’s “standard” or “system” for each part. For example, if a part has a lead time of 30 days, this metric is measuring how often the supplier delivers that part within 30 days of the order date. This has nothing to do with what the due date or promise date is. This is purely measuring what percent of the time a supplier delivers within their stated lead time. Orders that get pushed out or released with due dates beyond lead time are measured using the on-time delivery logic.


Pay Terms

• WPT Days – This is the weighted average payment terms for posted invoices. This is calculated by taking (Total Spend $ * Full Net Terms) / Total Spend $. The metric does not reflect discounts. For each invoice line we capture (Spend $*Net Term) and Spend $, which are then summed up across all invoice lines and then divided.


Risk Andons

• Sustain – This is an indicator of the supplier’s status regarding the sustainability survey sent via Gensuite. “A” means survey response has been received and accepted, “P” means a response has been partially completed, “R” means the response was rejected, “S” means the survey was sent to the supplier, but no response has been received, and “N” means the supplier has preferred status but was not sent the survey.

• EtQ – This will show “Y” when the supplier has an active EtQ portal account and has logged in within the last 30 days. “N” means the supplier has preferred status but either does not have an EtQ account or has not logged in within last 30 days.


Sourcing Andons

• Contract – This will show “Y” when the supplier has active contract record loaded in the Coupa Cloud Contracts module for either a Supply Agreement or Services Agreement. The contract has to be in Active status and have either a perpetual term (evergreen) or expiration date greater than the current date. The parent commodity on the contract needs to match commodity assigned to spend.

• ERS - This is a number from 0 to 9 representing the percentage bracket of invoices using an automated mechanism. For example, “7” would be mean that between 70-79% of invoices from this supplier are automated.


Strategy Andons

• Contact – This will show “Y” when a supplier contact person has been loaded into BI and has been flagged as enabled and flagged as main contact. “N” means the supplier has preferred status but does not have an enabled main contact loaded in BI.

• iSupplier – This will show “Y” when the supplier has an active R12 iSupplier Portal account and has logged in within the last 30 days. “N” means the supplier has preferred status but either does not have an R12 iSupplier Portal account or has not logged in within last 30 days.


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