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IBM SCPM Basic Navigation

Learn how to log in, change password, navigate the system, access different functionalities, customize your dashboard, and update user preferences in IBM SCPM. Discover helpful tips for efficient list navigation.

helenwelch
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IBM SCPM Basic Navigation

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  1. IBM SCPM Basic Navigation December 20, 2019

  2. SCPM Basic Navigation

  3. Logging In to the System • To login to the system: • To access the Login page, in your web browser’s Address box type the IBM E2open URL: https://www.e2open.com • At the Login page, type your user ID (A) and password (B) and click the Login button (C) to access the ‘Select an Application’ page A B C

  4. Selecting an Application • From the Select an Application page, you can: • Access the IBM SCPM system • Change your password B Supply Chain Process Manager for IBM A

  5. Changing Your Password • The system will prompt you to change your password: • The first time you login • Every 90 days • If you select Forgot Your Password? from the Login page • If you select Change Password from the Select an Application page • To change your password: • Type your old password in the Input old password box (A). • Following the Password Rules (B), type your new password in the Input new password box (C). • Re-type you new password in the Confirm new password box (D). • Click the Change Password button (E). A C D E B

  6. The system display is divided into three sections: Basic Navigation 1. Header 2. Navigation Tree 3. Page Display

  7. The Header displays your User ID and Role you are using: In addition, from the Header you can: Logout Bookmark an SCPM page Access Help docs (including the training materials) A C B Header User ID Org Access

  8. Navigation Tree • You conduct most of your navigation of the system via the Navigation Tree: • From any page, you can click Home to return to your SCPM Home page • You click My Workspace to access the My Workspace page where you can view a summary of your news, issues and alerts • Depending on your role in the system, you have access to various sub-trees A B C

  9. My Workspace Page • My Workspace allows you to create your own “dashboard” for easy access to E2open exceptions and workflows Refresh Icon My Workspace Link Problems Information Alerts Summaries by State

  10. My Workspace Page • My Workspace allows you to create your own custom “dashboard” for easy monitoring of E2open activities Customize View Update Preferences

  11. Navigation Tree • The sub-trees provide access to functionality: • Issues – access a summary of your exception alerts in the system • Alerts – access the results of manual flat-file uploads and downloads, to and from the system • Supply Collaboration – access the Multi Collab View (MCV) page and related functions for your collaborations and set your system user preferences • Upload/Download – execute manual flat-file uploads and download of system data and trigger B2B and S2S data downloads • My Profile – change your home page and org access • Orders – access Orders and related functions • Advance Ship Notices – access ASNs and related functions • Receipts – access Receipts and related functions A B C D E F G H

  12. Changing First Page • From the Navigation Tree, click [+] to expand the My Profile tree. • Click the Change First Page link to access the Change First Page page. • From the First Page menu, choose the page name you want to select. • Click the Update button to save your change. • You can choose the page the system displays when you first login or click Home (A)from the Navigation Tree A 2 3 1

  13. Changing Your Role 1 3 2 To change your role: • From the Navigation Tree, click [+] to expand the My Profile tree. • Click the Change Org Access link to access the Org Access Selection page. • Click the Org Access Name you want to use to prompt the system to change you to that access role and return to the Welcome page.

  14. Updating Your User Preferences • You can update your user preferences by following the menu path: Supply Collaboration  Utilities  User Preferences

  15. Updating Your User Preferences Select MCV page timeline • To update your user preferences, at the User Preference page: • Enter your new settings. • Click the Update button. Display data measure Last Modified Date on MCV page Select default MCV tab Subscribe to email alerts 2 • Default Display Hierarchy • User • Site • System

  16. SCPM Other Navigation Features

  17. Navigation Path • There are two other useful navigation features: 1. Show/Hide Navigation Tree 2. Navigation History Path • Show/Hide Navigation Tree • Use it to expand and contract the Page Display Area • Navigation History Path • Use it instead of your browser’s Back button • As you navigate the system, it displays your navigation history as a selectable pathway • You can click on any page name in the pathway to immediately display that page

  18. Working with Lists • As you navigate SCPM, the system presents you with opportunities to select collaborations and documents from lists: • The following tips will make your list navigation more effective: • To select all the items in a list, click the Select All checkbox. • To switch between Ascending and Descending sort order for a column, click the Sort Order icon. • To change the column display and their sort order, click the Table Configurator icon. • For a list of more than 25 items, use the Next Page and Previous Page buttons to navigate the list. C B A D

  19. In the Header click Help In the Help window header, click the desired item name Note: Help files are presented in PDF format requiring Adobe Acrobat Reader Help 1 2

  20. Commonly Used Icons • Table Configurator – accesses the Table Configurator dialog box where you can select Material Master data fields to display and their sort order • Show/Hide Table Columns – drag-and-drop feature that expands and contracts the Collab Attribute data columns on the MCV page • Sort Order – indicates the sort order of a series of columns in a table. Clicking the icon selects between ascending and descending display for the column • Calendar – accesses a pop-up calendar for quickly selecting a date to add to search or filter function • Refresh – prompts the system to refresh page data (use after you designate new display parameters or if you want to see if there is new data) • Collab Details – displays a menu of collaboration related workflows, including Collab Attributes, you can select to view from the MCV page

  21. Commonly Used Icons • Data Measure Selector – accesses the Data Measure Selector dialog box where you can configure the data measures the MCV page displays • View All Collaborations for Object – used when drilling-down to MCV page • Export – the data on the page to a local drive in tab delimited text format • Filter – accesses the Multi Collab Filter, which you can apply to the data on the page • View Chart – accesses the MCV Detail Chart View page where you can select data from the MCV page to view in a chart • Reset – allows you to reset a Filter on the Multi Collab Filter page

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