order status tool guide - login : juniper networks · order status tool order status tool (ost) is...
TRANSCRIPT
Order Status Tool Guide External Users
January 2016 Juniper Restricted Confidential – Partners / Distributors Only
ORDER STATUS TOOL GUIDE - CONTENTS
• Tool Overview
• OST Tabs
• Order Details
• Shipment Details
• Invoice
• Exporting Data
• Glossary of Terms
• User Access
• Support
ORDER STATUS TOOL
Order Status Tool (OST) is a tool to enable the tracking of the shipment & delivery of sales orders placed on Juniper by direct customers, direct partners and distributors, who have a direct financial relationship with Juniper. Orders for partners (indirect) bought through distributors will be tracked by the distributor, not the indirect partner.
OST has real-time data & can be used to track orders from the point of scheduling to delivery to the location requested by the partner/distributor based on the order’s INCO terms (eg. Cross-dock location / distributor warehouse etc.). Products shipped from Contract Manufacturing locations will show BOTH legs of the shipment on OST (eg. CM to Juniper cross-dock, cross-dock to INCO term location (eg. distributor warehouse).
OST can be accessed by approved representatives from the above organizations, and selected Juniper employees.
NOTE: Where this document refers to Customer, it refers to Juniper’s customer ie. Distributor / Direct (DVAR) Partner / Direct Customer purchasing directly from Juniper (not the End Customer)
ORDER STATUS TOOL – Transition from Legacy to New Tool
• Many details about an order, which in the past were only available at the header level, are now available at the line
level (e.g. Holds and Estimated Delivery Date)
Line Level
Detail
• An Order Status of Shipped indicates a shipment has been packed out but is not yet in motion until the Delivery
Number is visible in the OST
• Delivery Number will now be visible on the Shipping Details tab indicating the shipment is in motion
Delivery
Number
• Serial numbers are available on the Shipping Tab once the order has shipped. They can also be accessed through the
export feature, once the order has shipped. Serial Numbers
• The new OST delivers real time data from SAP
• The new OST has much richer set of data, more advanced search capabilities, and extract functionality OST Dataset
• The legacy OST will be available until 3/31/2016 to view orders that were complete (Invoiced) as of 12/31/2015.
• Orders booked but not completed (invoiced) as of 12/31/15, will be in both the legacy OST and the new OST.
• SAP Sales Order numbering will be different than Oracle so it will be easiest to look up orders by the Customer PO
number.
Transition to New
OST
ORDER PROCESSING - Stages
Purchase Order
Submission
N/A
Sales Order created
upon booking into
Juniper System
OPEN
Order has been
scheduled for delivery
SCHEDULED
Order has been
prepared for shipping
or is in transit
SHIPPED Invoice is generated
INVOICED
OST – HOME PAGE
3
2
1
1. Order Queue: Indicates how many
orders are in your queue. The
most recent 200 orders are pulled
but the maximum visible on the
Order List Screen is 50 orders at a
time. At the bottom of the screen
there is a link to move to the
Ne t 50 . Filters will search all
orders (not just the latest 200).
2. Export: Each screen has an Export
button which enables you to
export the data on that screen. To
Export select lines, click on the
white box on the far left of the
line, then Click Export. To export
all, leave the white box
unselected.
3. Each line has a drop down with
additional information. The
Expand All will show all drop
downs for all orders on this screen.
4. Special View: To navigate to other
tabs click on the Special View drop
down and select the desired tab.
You will automatically be taken to
that tab. Additionally, you can
simply click on the Order Details
button to go to the Order Details
Tab for that order.
4
Any Customer identifiable information has been intentionally hidden.
OST – SWITCHING VIEWS
To view either the Order Details, Shipment Details or Invoice Details, click on the Special Views drop-down and then select the appropriate one
Any Customer identifiable information has been intentionally hidden.
OST – HOME PAGE
1
4
1. Search: An expanded Search
feature is new to OST. Now Users
can search by a wide variety of
parameters.
2. Order Status: Order Status is
now visible at both the header
and line level. Possible values for
Order Status are: Open,
Scheduled, Partial, Shipped,
Hold, Cancelled. A Order Status
of De-committed will be added
post go-live.
3. HOLD Status Pop-Up: The HOLD
status is a live link, when
pressed a pop-up box appears
outlining which holds are
currently in place.
4. Order Value: Order Value on the
Home Page now includes the
currency. When exported the
currency populates its own
column for easy sorting by
currency.
2
3
Any Customer identifiable information has been intentionally hidden.
OST – SEARCH & FILTER OPTIONS
1. Search by Dropdown Box: offers
a list of options you can search
by
2. Filter by Dropdown Box: allows
you to filter your results by To
and From dates for Order Date
or Shipped Date
3. Search by Hold Reason: requires
a secondary Search by option
based on the specific Hold
Reasons
4. Search by Order Type: requires a
secondary Search by option
based on the specific Order
Types
5. Search by Order Status: requires
a secondary Search by option
based on the specific Order
Status
4
3
5
1
2
OST – ADVANCED SEARCH
1. Advanced Search: By
selecting Advanced
Search from the Home
Page, an Advanced
Search pop-up box
appears to provide you
with more powerful
search capabilities
1
Any Customer identifiable information has been intentionally hidden.
OST – EXPORT DATA
1. Line Selection: If you
wish to export only a
subset of your
Search/Filter results, you
can pre-select them prior
to exporting
2. Export: Select the Export
button after applying any
desired Search by and/or
Filter by criteria
3. Export Options: You may
select to Export all orders
from your Search/Filter
results or to Export only
those hi h ou e pre-
selected
4. Export to CSV: After
selecting either Export all
or E port # “ele ted rows, click on the Export
button, and a csv file will
download to your system
2
3
4
1
Any Customer identifiable information has been intentionally hidden.
OST – HEADER INFORMATION
1. Header Information: All tabs in
Order Status Tool contains the same
header information.
2. Additional Header Fields: Most
significant is the addition of the End
Customer Name and the Inco Terms.
The latter is especially useful when
Customer use more than one Inco
Term
3. To move between tabs select from
this section
1
2
3
Any Customer identifiable information has been intentionally hidden.
OST – ORDER DETAILS TAB
1. The Order Details Tab now
provides several new date
fields and status at the line
level. See the Glossary of
Terms for definitions.
2. Additionally, line items within
a bundle, display with the
Parent at the 1000 level and
children at the incremental
level – 1001, 1002 etc..
2
1
Any Customer identifiable information has been intentionally hidden.
OST – SHIPMENT DETAILS TAB Order Type: Premium Bundle, FCA-DC,
Complete Delivery: N
1. Note - on an Order for a Premium
Bundle the line numbering reflects
the esti g of o figured systems within the bundle.
2. Delivery Number- visibility of the
Deli er Nu er DN . The DN signifies the shipment is in transit
and can also be found on the
packing list and ASN. The DN and
the ASN are triggered at the same
time for the corresponding transit
leg.
3. S/Ns: Once the shipment is in
transit the serial numbers become
visible in OST and can be exported
via the Extract feature on this
screen.
4. New Fields: Ship Qty, Shipped
Value, ETA (Estimated Time of
Arrival). See Glossary of Terms.
4 3
2
1
Any Customer identifiable information has been intentionally hidden.
OST – SHIPMENT DETAILS TAB
1. 2nd Delivery Number: On Orders with
Inco Terms of FCA-DC, the 2nd
Delivery Number (DN) will appear
once the Customer Carrier picks up
the shipment. The 2nd ASN is also
triggered at this time. NOTE:
Currently, a workaround is in place
for customer carrier name – we
insert E peditors and the name of
the departure point. This
workaround enables Juniper to
populate the Custo er Carrier s tracking number when provided
e e if e do t ha e the arrier name.
2. Actual Delivery Date (POD): This
field is new and provides the date
the delivery is actually made to the
ship-to location. NOTE: once the POD
populates the ETA field becomes
blank. The POD triggers Invoice
creation.
1
2
Any Customer identifiable information has been intentionally hidden.
OST – SHIPMENT DETAILS TAB
1. Complete Delivery = No: When an Order is Complete Delivery = No, Juniper will ship the Order to meet the
soonest deli er date to the Custo er s I o Ter lo atio NOTE: Customer = Distributor / Direct (DVAR) Partner / Direct Customer purchasing directly from Juniper (not the End Customer)
2. Complete Delivery = Yes: When an Order is Complete Delivery = Yes, Juniper will ship in order to meet a single
deli er date to the Custo er s I o Ter location
3. Sourcing from Multiple CMs: When the Order is sourced from multiple plants, best effort is made to coincide all
the shipments to the single delivery date. Variances in this process may cause one shipment to POD prior to the
others on the same Order. In this case, OST will show a POD for one part of a multi-plant order and Complete
Deli er = Yes, hile other ship e ts o the sa e order ill still sho ETA si e the ha e ot et POD d.
Any Customer identifiable information has been intentionally hidden.
OST - INVOICE DETAILS TAB
1. Invoice Number,
Date & Payment
terms are shown
Any Customer identifiable information has been intentionally hidden.
Glossary of Terms
Term Definition Where is it used/visible?
ASN - Advanced Shipment Notification
Advanced Shipping Notice - Juniper to Customer
notification that goods are in transit.
• OST
Complete Delivery This term replaces legacy Oracle terminology of
Partial – Yes/No. It indicates whether the Customer
is willing to accept a shipment of some but not all
line items (Complete Delivery = No) or requires the
shipment to have all lines items in it (Complete
Delivery = Yes)
• Sales Order
• OST
Contract Manufacturer Manufacturer • OST
CRDD - Customer Requested Delivery Date The actual date on the PO in which the customer
has requested the product to arrive at their
incoterm location
• Purchase Order (PO)
• Sales Order (SO)
• OST - Order Details Tab
CDD - Committed Delivery Date The date in which we commit to the customer that
product will arrive at their incoterm location
• Order Acknowledgement (OA)
• Change Order Acknowledgement (COA)
• OST – Order Details Tab
Note: Customer = Distributor / Direct (DVAR) Partner / Direct Customer purchasing directly from Juniper (not the End Customer)
Glossary of Terms
Term Definition Where is it used/visible?
DN - Delivery Number The Delivery Number is created in SAP as a trigger for
shipping activities and also serves as an internal
reference number used by Logistics.
• ASN
• Packing List
• OST
End Customer The business or entity that will ultimately receive the
materials on an order.
• OST – Order List Tab, Header on all
other tabs
ETA – Estimated Time of Arrival The esti ated date of arri al at Custo er s i oter location. Defined as - Delivery Created Date (from CM)
+ Transit Time based on Sale Order Route which is
determined based on Ship-To, Ship-From and Incoterms
• 1st ASN on Order with FCA-DC, DDP or
DAT Inco Terms
• OST – Shipment Details Tab
Incoterms Worldwide standards for transportation commerce that
defines who pays costs of freight, duty, loss, and
ownership transference
• Distributor / DVAR Partner / Direct
Custo er s PO
• Sales Order
• OST – Header on all tabs
POD - Proof of Delivery Date Confirmation sent by the freight forwarder, carrier or
ship-to party upon receipt of goods. The POD triggers
an Invoice to be generated for the shipment.
• OST – Shipment Details Tab
Note: Customer = Distributor / Direct (DVAR) Partner / Direct Customer purchasing directly from Juniper (not the End Customer)
Order Status Tool – URLs / Web Browsers
New OST URL: https://www.juniper.net/ost/ Legacy OST URL: https://partneros.juniper.net/orderstatus/index.aspx
Legacy OST system will be available to view until March 31, 2016 No updates will be made after December 31, 2015
Web Browsers Supported • Firefox
• Chrome
• Safari
• IE9 or above
OST Links on Partner Portal
The Partner Portal offers a jump page for
Partners to access both the New and Legacy OST
How to Get Access to the OST
Access Request
• To gain access to Juniper Networks numerous tools and resources as an authorized support customer
and/or Juniper Advantage Partner, the external User must create an online user a ou t o Ju iper s Partner Center
• The external User must go to: https://www.juniper.net/entitlement/requestAddlResources.do
and select Create a A ou t and follow the instructions provided
• O e a User s Part er Ce ter a ou t is set up, se d e ail to [email protected] to
request OST access
External Users
SUPPORT
For support or access issues, please contact:
ORDER STATUS - Definitions
Status Definition
OPEN Order has been booked into Order Management system
SCHEDULED Order has been scheduled for delivery. Once scheduled the customer will receive a
committed delivery date (CDD)
SHIPPED o When the Order “tatus is “hipped , the ship e t is eing prepared for shipping
o When Order Status is Shipped AND there is a Delivery Number on the Shipment
Details tab then shipment is in transit.
INVOICED Order s i oi e has ee ge erated
HOLD Order has been booked but has been placed on Hold for various reasons.
PARTIAL Order has been booked and a subset of total order has or will be shipped
Remaining part of order is either on hold or scheduled to be shipped at a later date
CANCELLED Order has been cancelled
ORDER STATUS - FAQs
Question Answer
How do I access the new Order Status Tool? • Use your existing OST logon ID and password here: https://www.juniper.net/ost/
M order ooked i De e er ut I did t get a schedule date. Which OST should I look in?
• All orders that booked in 2015 but were not scheduled will be visible in the new OST.
When I am using the Search function is there a
ild ard s ol I a use?
The * character is the wildcard which allows you to search when you only know part of the
search name. For example:
• Ju iper* ould pull results that egi ith Ju iper
• *Ju iper ould pull results that e d ith Ju iper
• *Ju iper* ould pull results that ha e Ju iper a here ithi that field
How do I know my order has shipped and is
actually in transit?
• When Order “tatus is “hipped AND there is a Deli er Nu er o the “hip e t Details tab – the order is in transit.
• Whe the Order “tatus is “hipped ut there is NO Deli er Nu er the order is being prepared for shipping, but it is not yet in transit.
When will I get the tracking number for my
shipment?
• Whe the Order “tatus is “hipped a d a Deli er Nu er is isi le, a Tra ki g # ill e available o the “hip e t Details ta he Ju iper s arrier is utilized.
How do I know when my shipment will arrive at
my Inco term location?
• The ETA field on the Shipment Details tab is intended to tell you the Estimated Date of
Arrival that the Inco term location.