myproduct: Cost User guide A guide to walk you through how to use myproduct: Cost to view, amend and approve cost price changes. March 2018 V1.

Transcription

1 myprduct: Cst User guide A guide t walk yu thrugh hw t use myprduct: Cst t view, amend and apprve cst price changes. V1.4

2 Cntents Cntents... 2 Welcme t myprduct: Cst... 3 Overview... 3 Hw t access myprduct: Cst... 4 Hw t lg in... 4 Issues lgging n... 4 Nt yet registered n Tesc Partners Tlkit... 4 Frgtten passwrd Supprt... 5 Hmepage... 6 What yu can d... 7 View prduct cst price data... 7 Additinal infrmatin... 9 Exprting data t excel... 9 Creating a cst price amendment Creating a cst price amendment - TPND Creating a cst price amendment - TPNB Reasn cdes ntificatin Review/accept/reject/cancel cst price amendments Apprve/reject a cst price amendment assigned t yu View r cancel a cst price amendment request awaiting Buyer apprval Audit search (viewing the cst price histry f prduct(s)) ntificatins examples Getting supprt

3 Welcme t myprduct: Cst Overview myprduct: Cst allws Suppliers and Buyers t view and manage cst prices in a single place. The tl allws users t view accurate cst pricing data whether it is histric, current r pending. It ensures that yu and yur Buyers are fllwing the same prcess, viewing the same data and allws yu bth t create a cst price amend request. This tl tracks all changes made t cst prices, and prvides yu with an accurate audit trail in a single place. Cst price changes will nly be effective when bth Buyer and Supplier have recrded their agreement using myprduct: Cst, NOT if a Buyer and Supplier agree in principle r ver . There are five key tasks that yu can cmplete with the myprduct: Cst tl. This guide takes yu thrugh each step by step: 1. Viewing cst price data 2. Exprting cst price data t Excel 3. Creating cst price amendments (fr Buyer s apprval) 4. Review/accept/reject/cancel cst price amendments 5. Audit search (viewing the cst price histry f prduct(s)) Each cst price amend needs t be set up and amended prir t ging live. The table belw gives the deadlines fr a cst price change t g live: Cst effective day Sunday Mnday Tuesday Wednesday Thursday Friday Saturday Last day fr Buyer/Supplier t submit & get change apprved Thursday Thursday Thursday Sunday Mnday Tuesday Wednesday 3

4 Hw t access myprduct: Cst myprduct: Cst is accessed within the Tesc Partners Tlkit, s yu must be registered n the Partners Tlkit t use myprduct: Cst. Each Supplier number has up t 5 Master Users (the first ne being the main Accunt Manager). These Master Users are respnsible (within that Supplier number) fr adding clleagues t the Tlkit (bth Master and Standard Users). As sn as they add a user t the Tlkit that persn is sent an inviting them t register n the site. The address f the Tlkit is: Bkmark this site t yur favurites as this ne address prvides yu with access t all the systems yu need, as well as training and the Supplier dcument library. Hw t lg in 1. Lg int the Tlkit: 2. Select a. The Systems tab lcated n the tp f the Tlkit hmepage b. Select the myprduct: Cst link frm the list (n further passwrd is required) 3. The tl will pen in a new windw Yu will remain lgged int the Tlkit whilst accessing this tl, and yu can clse each windw nce yu have finished with it. Issues lgging n Nt yet registered n Tesc Partners Tlkit If yu have nt received an invite t register n the Tlkit speak t yur main Accunt Manager, as they have been sent an invite t register as a Master User. As a Master User they can add yu t the Tlkit using the manage users area f the Tlkit. Once they d this an invite will be sent t yu t register n the Tlkit. 4

5 Frgtten passwrd. If yu frget yur Tesc Partners Tlkit passwrd, select the I ve frgtten my passwrd link n the accunt sign in screen t receive a link via t reset yur Tlkit passwrd. Supprt If yu experience issues please cntact: Suppliertlkit.supprt@uk.tesc.cm 5

6 Hmepage In myprduct: Cst the first screen yu ll see will give yu three ptins: Hme tab This is the default view Here yu can use the filters t find the prducts yu re lking fr My Tasks tab Here there are 3 views: Awaiting my apprval View amends that yur Buyer has requested and accept/decline Awaiting Buyer apprval View amends which yu have submitted and are awaiting t be apprved Full audit results Lk up the histry f prducts cst prices, including any previus changes FAQs tab This tab lists frequently asked questins (FAQs) n myprduct: Cst Yu can access this infrmatin frm all screens within myprduct: Cst. Yu can return t the myprduct: Cst hmepage frm any screen via the Tesc myprduct: Cst lg in the tp left f the screen. 6

7 What yu can d View prduct cst price data Only prducts linked t yur Supplier number will be visible t yu. At least tw years wrth f prducts are cntained in the tl. T ensure yu can find the crrect prducts there are varius ways f filtering s yu are nt lking at irrelevant lines. Frm the hmepage 1. Filter t find the prducts yu wish t view. There are there are 2 sectins t help: a. Specific Prducts yu must cmplete 1 r mre f these fields i. Hierarchy (if yu have selected prduct identifier yu can t select this field) - see additinal inf sectin fr mre inf 1. Select the drp dwn bx fr a list f areas hver yur cursr ver the right area and the next level f hierarchy pps up, and s n (see screensht belw) ii. Prduct identifier(s) - (if yu have selected hierarchy yu can t use this field) 1. Yu can input up t 100 TPNDs r TPNBs 2. Yu can paste data int this field iii. Prduct descriptin 1. This is a free text bx where yu can type in a prduct descriptin 2. The descriptin must match the Tesc prduct descriptin exactly (the TPNB descriptin) iv. Supplier 7

8 1. This will be ppulated fr yu by default using the Supplier number yu are registered against in the Partners Tlkit 2. If yu are set up in Partners Tlkit against multiple Supplier numbers select the bx and then select the relevant Supplier number frm the drp dwn ptin(s) b. Date - A date can be selected in the past r future. The future will shw cst price changes that are planned in. i. Date equals 1. Defaults t tday s date 2. Select the field and select the date required frm the calendar OR ii. Date between 1. Allws yu t select a date range 2. Select this buttn and date range fields appear. Select the required dates frm the calendars 2. Submit yur requirements a. Select Search t view cst price data based n yur selected criteria OR b. Select Clear - t delete any requirements yu have entered 3. View cst price data a. All yur cst prices fr the relevant search criteria will be displayed in a table (see belw) 8

9 Additinal infrmatin Using hierarchy t search fr prducts Select the Hierarchy drp dwn bx fr a list f areas hver yur cursr ver the right area and the next level f hierarchy pps up, and s n, as shwn here. Then select as required. X The X clears the data in that field Exprting data t excel Yu can exprt the data int Excel if required. 9

10 T exprt the data int an Excel file: Select the Exprt t Excel buttn at the tp left f the data table Creating a cst price amendment Amends can be made at TNND r TPNB level. TPND cst price changes: TPNB TPND a e.g. Case size 6 TPND b e.g. Case size 10 TPND c e.g. Case size 12 Inpu t Inpu t Inpu t A cst price is input fr each individual TPND level. Use this when: TPND csts vary within a single TPNB Changing single TPND csts Unit TPNB cst des nt apply fr a TPND TPNB cst price changes: TPNB Input 0.50 TPND a Case size 6 TPND b Case size 10 TPND c Case size A cst price is input at the TPNB unit level and is applied t all the TPNDs under it. Use this when: Yu need t change multiple TPNDs with the same unit cst at TPNB level Yu need t input csts at unit level 1. Cst input at TPNB unit level (arrw) 2. And then autmatically applied t a case cst Example: TPND 1a case cst = Unit TPNB cst x case size = 0.50 x 6 = 3 Creating a cst price amendment - TPND Yu can create a cst price amend request which yur Buyer then reviews and apprves (r they culd create ne which yu then have access t apprve r reject see later in guide). 10

11 T create a cst price amendment request: Filter t view the relevant prducts. See view prduct cst price data sectin fr these steps Select Make Cst Amendment buttn The screen will change t shw a Cst Effective Date field Select this Cst effective date field and select relevant date in the pp up bx Select OK Please nte: Cst Effective Date must be a minimum f 3 days in the future, when submitted t the Buying Admin team t enable it be fully prcessed in the system Dates befre this are greyed ut and cannt be selected 11

12 The prducts which match all the criteria entered are listed (see example belw). A system prmpt will appear - Please select prduct(s) fr amendment. Select the prduct(s) t have their cst price(s) amended: Select prduct(s) individually Yu can select by clicking anywhere n the rw(s) The rw will be highlighted in blue nce selected OR Use the Select All buttn The rws will be highlighted in blue nce selected OR Select Amend Use the De-select All buttn t remve selectins Please nte: It will nly allw yu t make cst price amendments fr cst prices that are active and live at the specified cst amendment date. 12

13 The cst amendment screen will nw pen up. There are sme mandatry fields t fill in at the tp f the screen. These fields will be used t ppulate the cst amendment frm when it is generated. Cmplete the mandatry fields: Buyer Name Type the first 3 letters f yur Buyer s name. A selectin list will appear. Select the required name If yur Buyer s name is nt listed cntact yur Buyer directly and let them knw The persn selected is the nly persn wh can apprve the request nce created. Alng with yu they will receive ntificatins relating t this amendment Supplier Cntact Name This field will autmatically be cmpleted with yur name. N actin is required Amend cst by: select TPND 13

14 1. Prduct data Check and cmplete this data see belw fr details The left side f the frm shws the csting details f the prduct(s) selected, tgether with a number f pre-ppulated fields: Prduct Descriptin Case Size UOM Supplier number TPND Basic Case Cst Current Off Invice Discunt Final Invice Cst Currency The right hand side f the frm shws a number f fields that can be cmpleted. Mandatry fields are identified by a *. Basic Case Cst * Off Invice Discunt ** Off Invice Start & End Date Final Invice Case Cst (calculated) Currency * Reasn Cde * (see belw) 2. Submitting the request Select the Submit buttn t send the cst amendment request fr apprval An ntificatin will be sent t bth yu and the Buyer specified cnfirming that a cst price change request has been raised and cntaining a link fr the change t be apprved r rejected by the Buyer. Yu bth receive the same 14

15 Remember that cst price changes will nly be effective when bth Buyer and Supplier have recrded their agreement using myprduct: Cst, NOT if a Buyer and Supplier agree in principle r ver **If yu d nt require an Off invice discunt leave this field blank. D nt enter a zer as this wuld then require the Off Invice Start & End Date fields t be cmpleted. Creating a cst price amendment - TPNB Yu can create a cst price amend request which yur Buyer then reviews and apprves (r they culd create ne which yu then have access t apprve r reject see later in guide). T create a cst price amendment request: Filter t view the relevant prducts. See view prduct cst price data sectin fr these steps Select Make Cst Amendment buttn The screen will change t shw a Cst Effective Date field. 15

16 Select this Cst effective date field and select relevant date in the pp up bx Please nte: Cst Effective Date must be a minimum f 3 days in the future, when submitted t the Buying Admin team t enable it be fully prcessed in the system Dates befre this are greyed ut and cannt be selected Select OK The prducts which match all the criteria entered are listed (see example belw). A system prmpt will appear - Please select prduct(s) fr amendment. 16

17 Select the prduct(s) t have their cst price(s) amended: Select prduct(s) individually Yu can select by clicking anywhere n the rw(s) The rw will be highlighted in blue nce selected OR Use the Select All buttn The rws will be highlighted in blue nce selected OR Select Amend Use the De-select All buttn t remve selectins Please nte: It will nly allw yu t make cst price amendments fr cst prices that are active and live at the specified cst amendment date. The cst amendment screen will nw pen up. There are sme mandatry fields t fill in at the tp f the screen. These fields will be used t ppulate the cst amendment frm when it is generated. 17

18 Cmplete the mandatry fields: Buyer Name Type the first 3 letters f yur Buyer s name. A selectin list will appear. Select the required name If yur Buyer s name is nt listed cntact yur Buyer directly and let them knw The persn selected is the nly persn wh can apprve the request nce created. Alng with yu they will receive ntificatins relating t this amendment Supplier Cntact Name This field will autmatically be cmpleted with yur name. N actin is required Amend cst by: select TPND In the pp up bx select Yes 18

19 3. Prduct data Check and cmplete this data see belw fr details The left side f the frm shws the csting details f the prduct(s) selected, tgether with a number f pre-ppulated fields: Prduct Descriptin TPNB Supplier Number TPND Case Size UOM Basic Cst per UOM Current Off Invice Discunt Final Invice Cst Current Currency The right hand side f the frm shws a number f fields that can be cmpleted. Mandatry fields are identified by a *. Unit Cst * Basic cst per UOM (calculated) Off Invice Discunt Off Invice Start & End Date Final Invice Cst (calculated) Currency * Current Off Invice Discunt Reasn Cde * (list belw) 4. Submitting the request Select the Submit buttn t send the cst amendment request fr apprval 19

20 An ntificatin will be sent t bth yu and the Buyer specified cnfirming that a cst price change request has been raised and cntaining a link fr the change t be apprved r rejected by the Buyer. Yu bth receive the same Remember that cst price changes will nly be effective when bth Buyer and Supplier have recrded their agreement using myprduct: Cst, NOT if a Buyer and Supplier agree in principle r ver **If yu d nt require an Off invice discunt leave this field blank. D nt enter a zer as this wuld then require the Off Invice Start & End Date fields t be cmpleted. Reasn cdes The list f the cst change reasn cdes: Cde Descriptin 9 Back t Frnt 57 Fx 10 Cmmdities 11 Cst Price Increase 53 Cst Reversin 12 Buyer Negtiated Reductin ntificatin An example f an ntificatin fr a cst amendment request (in this example raised by a Tesc Buyer). Review/accept/reject/cancel cst price amendments 20

21 Within My Tasks there are three tabs/views: Awaiting my apprval Cst price amendments that are assigned t yu which have been raised by yur Buyer Yu are able t accept r reject these amendments, in rder fr them t be prcessed Awaiting Buyer apprval All the cst price amendment requests that yu have made which are awaiting apprval by yur Buyer. They need t be accepted in rder fr them t be prcessed Full search audit Yu can search fr and review the histry f cst price amendments made using the myprduct: Cst tl. Any previus agreements made utside f the tl will nt be shwn in the tl Apprve/reject a cst price amendment assigned t yu Frm the myprduct: Cst hmepage: Select the My Tasks tab Select Awaiting my apprval tab 21

22 Select the relevant prduct(s) rw(s) As they are selected they will be highlighted in blue Review the Deadline date Any requests nt accepted/rejected by this date (at midnight) will expire. If they d expire they will need t be set up again Select Accept r Reject as required An ntificatin will be sent t yu and yur chsen Buyer cnfirming yur actin Cst price changes will nly be effective when bth Buyer and Supplier have recrded their agreement using myprduct: Cst, NOT if a Buyer and Supplier agree in principle r ver . View r cancel a cst price amendment request awaiting Buyer apprval Select Awaiting buyer apprval tab 22

23 T view: The relevant prducts are listed. T cancel: Select the relevant prduct(s) rws nce selected they will be highlighted in blue Select Cancel as required An ntificatin will be sent t the Buyer and Supplier cnfirming that the cst amendment has been cancelled 23

24 Audit search (viewing the cst price histry f prduct(s)) Use this ptin t view the cst price histry fr prduct(s) knwn as an audit search. Frm the Hmepage: Select My Tasks tab Select Full audit search tab Prduct identifier(s) mandatry field Yu can input up t 10 TPNDs r TPNBs Yu can paste data int this field Supplier mandatry field This will be ppulated fr yu by default using the supplier number yu are registered against in the Partners Tlkit If yu are set up in Partners Tlkit against multiple supplier numbers select the bx and then select the relevant supplier number frm the drp dwn ptin(s) Date mandatry field. A date can be selected in the past r future. The future will shw cst price changes that are planned in. Date equals Defaults t tday s date Select the field and select the date required frm the calendar OR Date between Allws yu t select a date range Select this buttn and date range fields appear. Select the required dates frm the calendar Select the Search buttn 24

25 The relevant prducts are displayed. T view the full infrmatin against a prduct: Select by clicking n the relevant rw The belw screen will displayed, giving the prduct cst price audit trail. 25

26 ntificatins Tw types f ntificatin are sent frm myprduct: Cst: 1. Infrming an actin needs t be taken 2. Cnfirming a cst price change request has been actined The same ntificatins are sent t bth yu and yu Buyer, ensuring yu are bth a part f the prcess. These are the stages at which yu and yur Buyer will receive a ntificatin: Pending Supplier Apprval Pending Buyer Apprval Supplier Apprved. Pending Uplad Buyer Apprved. Pending Uplad Buyer Cancelled Supplier Rejected Supplier Cancelled Buyer Rejected The request has expired befre it was accepted Cst change uplad successful examples Yur Buyer has raised a cst price change request: 26

27 Yur Buyer has accepted the cst price amendment yu raised (it will be pending until the cst effective date): The cst price amendment is live: Yur Buyer has rejected the cst price change request: 27

28 Getting supprt If yu have any queries we have these ways t help supprt yu use myprduct: Cst and the Tesc Partners Tlkit: FAQs Prvides a list f frequently asked questins (FAQs) n myprduct: Cst These can be accessed frm the FAQs tab n all screens within myprduct: Cst User guides Tesc Partners Tlkit Hw t register Explains and walks thrugh hw yu get access, the different types f users and registering n the Tesc Partners Tlkit Tesc Partners Tlkit User Guide and FAQs It walks yu thrugh accessing and navigating the Tlkit as well as answering cmmn queries. myprduct: Cst It walks thrugh thugh accessing and cmpleting the cst price amendment tasks Yu can access these frm the Tesc Partners Tlkit Dcument Library. Tesc Partners Tlkit and myprduct: Cst supprt If the answer t yur query is nt cntained in the myprduct: Cst FAQs r these user guides there is a dedicated supprt team: suppliertlkit.supprt@uk.tesc.cm Supplier Helpline The Supplier Helpline is available t all Suppliers wh require assistance with a query r prblem that they yu have been unable t reslve via the usual rutes. They will help yu find the right supprt: Phne: