Capability and Sourcing

•  For details on technical processes, objects and templates, go to Source Objects, Process and Templates
•  Request form comes through website

1.  Data Verification time stamp is set
2.  Status is updated to“New Request Waiting”
3.  Email alert is sent to [email protected]

2.  CSR ACTION:CSR working the request sets the status to “Data Verification in Process”
1.  CSR ACTION:CSR verifies the data requested. If the product already in system– Skip to Product Already in System section immediately
2.  Search for account info–if you don’t find one create an account – enter it into the CS.
3.  CSR ACTION:Clone the CS Request record as many times as necessary to have an individual request record for each option that needs to be quoted.292. 293. 294
4.  CSR ACTION:Create a product record for each product type that needs to be quoted
5.  CSR ACTION:For each request record that was created, go to the following sections for specific instructions on that requested option
1.   Peoria Service Center Repair Pricing Required

•    Strategic / Non-Strategic Repair Supplier Required–Todd and Kay
•    Purchase Source Required Larry(outsource)

No Quote

•  At any time, anyone in the process can mark the status of the request as “No Quote”.
•  A No-Quote reason must be provided
•  This will close the request completely, so make sure you are closing the entire request,not just your part in it.

 

Follow the instructions below to move the request out of your department and into the next option

Product already in system

1.  CSR ACTION:Follow current CPQ process for quoting customer options based on data on product record(CSR moves it to quote)
2.  CSR ACTION:Record the Quote in the Quote # field when quote is sent
1.  Stage is updated to “Quoted”

 

 Peoria Service Center Repair Pricing Required

 CSR ACTION:

 Set the “Options to be Priced/Sourced” to “Repair”

2.  Enter the product record that was created for this request in the “Product” Field
3.  Set Repair Source to “In-house Repair”
1.  Status is updated “Repair Evaluation Required”
2.  Queue time stamp is stamped

3.  Email alert that repair is needed is sent to repairs

2.  REPAIR ACTION: Set Status to “Repair Evaluation in Process” if yes, then go on to 4.
1.  Repair Rep Name is updated to the person setting the status.

2.  In process time stamp is stamped.

3.  If repair cannot be completed in-house,REPAIR ACTION:set Repair Source to “Strategic Supplier Repair”. Skip to Strategic  Supplier Repair first BUYER ACTION section of this document
1.  Status is updated “Strategic Supplier Evaluation Required”
2.  Queue time stamp is stamped

3.  Email alert that strategic supplier is needed is sent to sourcing

4.  If repair can be completed:
1.  If cost is available:REPAIR ACTION:
1.  Complete costing via current process

2.  Check In-House Capability checkbox
1.  Status is updated “Pricing Required”
2.  Queue time stamp is stamped

3.  Email alert that pricing is needed is sent to PAs

3.  Move on to Pricing Analyst Required Section
2.  If cost is NOT available and part needs evaluation:REPAIR ACTION:
1.  Check In-House Capability checkbox and mark ATS Cost at $0
1.  Status is updated “Quote”
2.  Queue time stamp is stamped

3.  Email alert that pricing is needed is sent to CSRs
2.  Skip to Evaluation Required section
3.  Strategic / Non-Strategic Repair Supplier Required
1.  CSR ACTION:Set the “Options to be Priced/Sourced” to “Repair”
2.  CSR ACTION:Enter the product record that was created for this request in the “Product” Field
3.  CSR ACTION:Set Repair Source to “Strategic Supplier Repair”
1.  Status is updated “Strategic Supplier Evaluation Required”
2.  Queue time stamp is stamped

3.  Email alert that repair is needed is sent to buyers

4.  BUYER ACTION:Set Status to “Supplier Evaluation in Process”
1.  Repair Rep Name is updated to the person setting the status

2.  In process time stamp is stamped

5.  If cost and supplier is available,BUYER ACTION:
1.  Set Vendor Name

1.  Begin typing vendor name in “Sourcing Vendor” field
2.  Click on vendor name if it comes up
3.  If vendor name does not come up

1.  Click “show all results for…” to see the complete list.
2.  Click on vendor name if it is on the list
3.  If vendor name is not on the list

1.  X out of the pop-up window
2.  Click back into the “Sourcing” field and click “New Sourcing Vendor”
3.  Enter the vendor name and other fields, and then click “Save”
2.  Enter“ATS Cost”
3.  Set“Sourced Condition” field to Repair

1.  Status is updated “Pricing Required”
2.  Queue time stamp is stamped
3.  Email alert that pricing is needed is sent to PAs

4.  Go to Pricing Analyst Required Section
6.  If supplier is available, but cost is NOT available and part needs evaluation:BUYER ACTION:
1.  Set Vendor Name

1.  Begin typing vendor name in “Sourcing Vendor” field
2.  Click on vendor name if it comes up
3.  If vendor name does not come up

1.  Click “show all results for…” to see the complete list.
2.  Click on vendor name if it is on the list
3.  If vendor name is not on the list

1.  X out of the pop-up window
2.  Click back into the “Sourcing” field and click “New Sourcing Vendor”
3.  Enter the vendor name and other fields, and then click “Save”
2.  Mark ATS Cost at $0
3.  Set “Sourced Condition” field to Repair

1.  Status is updated “Quote”
2.  Queue time stamp is stamped
3.  Email alert that pricing is needed is sent to Data Integrity Rep

4.  Skip to Evaluation Required section
5.  Purchase Source Required

•  CSR ACTION:Create product records and Capability sourcing records for all types required
•  CSR ACTION:Set Status to “Sourcing Required”
•  Queue time stamp is stamped
•  Email alert that repair is needed is sent to buyers
•  BUYER ACTION:Set Status to “Supplier Evaluation in Process”
•  Buyer Supplier  Evaluation Name is updated to the person setting the status
•  In process time stamp is stamped
•  BUYER ACTION:

•  Set Vendor Name

•  Go to Vendor list
•  If Vendor does not exist

•  Set ATS Cost
•  Set Sourced Condition

•  Status is updated“Pricing Required”
•  Queue time stamp is stamped
•  Email alert that pricing is needed is sent to Pas

•  Go to Pricing Analyst  Required Section

 Pricing Analyst Required

•  PA ACTION: Change Status to “Pricing in Progress”
•  PA Name is updated to the person setting the status

•  In process time stamp is stamped

•  PA ACTION: Change Standard Price to the price to charge the customer for the repair

•  Status is updated“Quote”
•  Queue time stamp is stamped
•  Email alert that quote is needed is sent to Data Integrity Rep

•  CSR ACTION:

•  Enter the customer price in the product Price Book
•  Create the quote using current process
•  Enter the Quote into the Quote field on the Capabilities record once it has been sent

•  Status is updated to “Quoted”
•  Email alert goes to all parties letting them know the quote was sent

 Evaluation Required

•  CSR ACTION:

•  Create the quote using current process for evaluation quotes
•  Enter the Quote into the Quote field on the Capabilities record once it has been sent

•  Status is updated to “Quoted”
•  Email alert goes to all parties letting them know the quote was sent

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 Source Objects, Process and Templates

 

 Objects

•  Capability  Sourcing Request
•  Sourcing Vendor

 Processes

•  Sourcing - Create / Edit
•  Sourcing Vendor - Create/Edit

 Email Templates

•  Sourcing – Repair Required
•  Sourcing – Initial Request
•  Sourcing – No Quote
•  Sourcing – Pricing Required
•  Sourcing – Quote Initiated
•  Sourcing – Quote Required
•  Sourcing – Repair Required
•  Sourcing – Sourcing Required
•  New Repair Vendor Alert

 Email Alerts

•  Repair Evaluation Required
•  Sourcing – Initial Request
•  Sourcing – No Quote
•  Sourcing – Pricing Required
•  Sourcing – Quote Initiated
•  Sourcing – Quote Required
•  Sourcing – Repair Required
•  Sourcing – Sourcing Required
•  Sourcing – Strategic Repair Sourcing Required
•  Sourcing - New Repair Vendor Alert