External Supplier Dashboard - company.ingersollrand.com · External Supplier Dashboard 3 •...

December 2018

External Supplier Dashboard

Supplier Training Presentation

2External Supplier Dashboard

Source Data

ERP Systems

Quality Systems

Other Data Sources

• Internal Ingersoll Rand

• 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

Analytics

Dashboard

•KPI’s

•Open Orders

•Part Forecast

Data Download

•Excel

•CSV

Solution Design

Daily

Daily

Daily

Daily

Data Aggregation

•Measures

•KPIs

•Charts


• Supplier sees a significant amount of IR data

• KPI’s

• Forecast

• Quality

• Open PO

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

• Supplier sees the same reports that IR 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

Benefit Statement

Benefit Statement

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

– Detailed Calculation Logic

– Password Reset

Table of Contents

Course Overview


Creating a new account

Getting Started

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

Dashboard: https://company.ingersollrand.com/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 IR

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 the Ingersoll

Rand Company. The intentional destruction, theft, unauthorized duplication, or misuse of such

data is prohibited. Ingersoll Rand's 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 Ingersoll Rand personnel. By accepting below you are confirming your

agreement to the above.


Accessing Supplier Dashboard

Getting Started

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.irco.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.


What You See After Accessing Oracle Business Intelligence

Getting Started

These training slides can be

found at this link.


What You See After Accessing Oracle Business Intelligence

Getting Started

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 Tuesdays

• Open PO and Part Forecast updated DAILY


Overview of Supplier Dashboards

Getting Started

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

Getting Started

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









• Appendix– Detailed Calculation Logic– Password Reset

Table of Contents

Course Overview


KPI Reports – Shows several Key Performance Indicators for the supplierUsing Supplier Dashboards

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

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

• 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?

• 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.

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

Default is to show

YTD data for all IR

locations. Adjust

prompts if you want

to see KPI’s from

other time frames or

locations


KPI Reports – Shows several Key Performance Indicators for the supplier

Using Supplier Dashboards

• On-Time Delivery

• 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.

Default is to show

YTD data for all IR

locations. Adjust

prompts if you want

to see KPI’s from


locations


KPI Reports – Shows several Key Performance Indicators for the supplier


• 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.

Default is to show

YTD data for all IR

locations. Adjust

prompts if you want

to see KPI’s from


locations


Contract drill down

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

• A few key metadata fields


SIP & CS1/2 Drill Down


• Shows the history of SIP and Controlled Shipping with the supplier.


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.


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


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)


• Getting Started










Table of Contents

Course Overview

25External Supplier Dashboard 25

Production Support


• Any issues with Oracle BI or any Supplier Dashboard

report should first be addressed with the IR location

Buyer/Planner or your Commodity Manager

• The IR Buyer/Planner or Commodity Manager will

escalate any issue inside IR as appropriate

• Ideas for enhancements to the Supplier Dashboard can

also be given to your IR Buyer/Planner or Commodity

Manager.


questions and

discussion


• Getting Started










Table of Contents

Course Overview


KPI Column Definitions

• 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.

• Contract – This will show “Y” when the supplier has active contract record loaded in the Contract

Repository 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 the spend.

• 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.


KPI Column Definitions (continued)

• SIP – This stands for Supplier Improvement Program. This is a Yes/No flag that indicates if an IR

location has put a supplier site on the SIP list. This data comes from the Supplier Quality and

Development (SQ&D) team and is designated by supplier and IR location. It is possible that a

supplier is on SIP for one location and not others. A supplier gets placed on the list typically if the

supplier has a quality or delivery issue that needs a structured improvement plan. A supplier can

“graduate” from SIP by meeting the exit criteria established upon entry into the SIP program.

• CS1/2 – This stands for Controlled Shipment Level 1 or 2. This is a Yes/No flag that indicates if an IR

location has put a supplier site on a controlled shipment list due to a delivery or quality issue. This

data is manually maintained by the Supplier Quality and Development (SQ&D) team and is

designated by supplier and IR location. It is possible that a supplier is on CS1/2 for one location and

not others.

• 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.



• 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.

• 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, IR location and

commodity. The recovery is closed and the flag is reset to No after the last credit is received.



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 IR 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 IR 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.


Password Reset

Ingersoll Rand has launched a self-service tool that gives you the ability to change your active

directory password from any device with an internet connection. You will need to reset your

password every 90 days.

REGISTER for the Self-Service Password Reset ToolTo reset a password, you must first be registered by following these steps— If your password has expired,

you will not be able to register

• Click the link above. It will take you to Microsoft Azure to register.

• Enter your email address only ([email protected], then press Enter. This will take you to

Ingersoll Rand’s page.

• Enter your login information and click “Sign in”

• See option to enter Security questions with instructions – click “Set them up now”

• Select 5 of the 6 questions you would like to use and answer questions appropriately

• Click “save answers”

• To change your questions or answers, you can click the registration link and click “Change”

https://aka.ms/ssprsetup

mailto:[email protected]


Password Reset

RESET your Password Using the Self-Service Password Reset Tool

Enter your login information as shown above and the character set displayed

Provide answers to the three random questions

Enter and confirm your new password following the password complexities below

The password must contain characters from at least three (3) of the following four categories:

• English uppercase characters (A – Z)

• English lowercase characters (a – z)

• Base 10 digits (0 – 9)

• Non-alphanumeric (For example: !, $, # or %)

• The password must not contain the user’s Account Name or Full Name values. When choosing your

new password, please use as many characters as you are comfortable with. The longer the

password, the more secure it is.

• Microsoft is constantly evaluating compromised passwords and has enhanced our password

complexities by also denying the ability to use well-known, exploited passwords such as

common dictionary words.

https://passwordreset.microsoftonline.com/


Password Reset

How else can I change my password?

You can call the IR Help Desk at 1-800-872-6381 (US) or 86-

21-22081300 (China), press 3 when prompted, press 3 again

when prompted and ask the agent to reset your Active

Directory password when your current password expires.

Reference the phone list at the right for the correct Help Desk

number.

Regional

Service Desk Country/Region

Telephone Numb

er

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

Date post:	29-Jun-2019
Category:	Documents
Upload:	trannhan
View:	220 times
Download:	0 times

External Supplier Dashboard - company.ingersollrand.com · External Supplier Dashboard 3 •...

Documents