LDS emarket. Section 11 - Catalog Load Process

Transcription

1 LDS emarket Sectin 11 - Catalg Lad Prcess Catalg Lad Prcess There are three types f catalgs in LDS emarket: Supplier Direct Web Site An nline catalg f items hsted by the supplier using HTML cding PRG A catalg f items frm the Purchasing Item File Supplier Catalg An Excel lad f items put tgether by the supplier and SRM Supplier Direct Web Site Catalg Creatin The Supplier Direct Web Site catalg is created by Vinimaya with a supplier that has cxml Supplier Direct Web Site sftware. The supplier will have an electrnic, nline catalg fr the Church with Church items and Church pricing. The SRM identifies the Supplier with Supplier Direct Web Site capabilities fr inclusin int LDS emarket. The SRM prvides Church technical staff with the names f individuals frm the supplier that will be the cntacts fr establishing the Supplier Direct Web Site catalg. Church technical staff frward thse names t Vinimaya Prduct Manager wh will make cntact with thse individuals. Vinimaya will be interested in btaining credential infrmatin (URL, User Name, Passwrd, etc) and cnnectin type (OCI, cxml) t establish a link between the supplier and Vinimaya. A kick-ff phne call may need t be arranged by the SRM. Any questins between Vinimaya and the Supplier will need t be reslved by bth Church technical staff and SRM. Once the link is established by Vinimaya in their Develpment database, the SRM will be asked t verify the cntents f the catalg. When the SRM verifies the catalg is crrect, Vinimaya will mve the catalg t prductin. 56

2 Nte n cxml Dispatch: Suppliers that prvide a Supplier Direct Web Site catalg may als have the ability receive purchase rders via cxml Dispatch. The Church must have a valid Master Service Agreement with the supplier. During the discussins with the Supplier s technical staff, the SRM and Church technical staff will review the pssibility f sending rders via cxml. Church technical staff will need credential infrmatin (URL, User Name, Passwrd, etc) frm the supplier t establish the link between the Church and the supplier fr cxml Dispatch. Purchasing Reference Guide (PRG) File Creatin The PRG is created frm items within Purchasing s Item file. Selected items are assembled int a PRG Catalg. Changes t item price and descriptin are autmatically updated within the PRG and sent daily int LDS emarket. The SRM defines the set f items t include in the PRG. Navigate t LDS emarket Vendr Catalgs PRG Maintenance Create a Catalg ID and click the Add buttn. Guidelines fr creating a Catalg ID The Catalg ID must be unique. Prefix the Catalg ID with the tw letter cuntry cde frm the cuntry it riginates frm. Place a dash between the cuntry cde and the catalg name. The catalg name shuld be as shrt as pssible n lnger then 10 characters. 57

3 Fill ut infrmatin abut the PRG Catalg describing it. Enter the Catalg Name. This is the name yu want the catalg t appear in LDS emarket. Enter the Catalg Descriptin. This text will shw in the yellw bubble next t the catalg name in LDS emarket. Enter the SetID f the Item file used t create the catalg. Indicate the SRM respnsible fr updating the PRG Catalg. The Ntes field shuld be used fr any detail yu want t keep abut the catalg. Enter the currency cde. Indicate the Vinimaya Categry the catalg shuld appear under in LDS emarket. Click the Related Business Units link. Enter the business units that shuld have visibility t the catalg. Click the Save buttn lcated at the bttm left crner f the vendr catalg page. Upn saving, a grid will appear n the bttm f the page. Enter the item numbers frm the item file t include in the PRG Catalg. Define a PRG Grup. This is a free frm field that will allw the definitin f a gruping the item appears under in the n-line PRG page. When cmpleted, click the Save buttn again. Apprve the catalg by clicking the Apprve checkbx. If yu see a red bx as shwn in the abve diagram, check fr a prblem with the item in the item file. Items with red bxes next t them will nt appear in the PRG Catalg until the prblem is reslved. 58

4 Nte that when text in the Catalg Name, Vinimaya Categry r Catalg Descriptin fields change, an is sent t Church technical staff t update these fields in Vinimaya. Viewing the Online PRG The nline PRG is fund by navigating t LDS emarket Catalg Listing. Select Catalg Type f PRG Catalg. Als check n the Church s Hme Intranet page under Tls & Services Purchasing Reference Guides. 59

5 Steps fr New Supplier Catalg Creatin (See page 71 fr steps t update an existing catalg.) An initial decisin shuld be made t determine if the catalg shuld cntain multiple suppliers r just a single supplier. File Preparatin The supplier catalg prcess begins with the SRM identifying a supplier t be included in the LDS emarket catalg repsitry. The SRM frwards t the supplier the catalg Excel file frmat. The SRM and supplier wrk tgether t define the set f items t include in the catalg using Church pricing. The supplier prepares the Excel file and is respnsible t maintain the pricing and items descriptins ver time. The supplier frwards the cmpleted Excel file t the SRM. The name f the file shuld begin with the tw letter cuntry cde fllwed by a dash, the supplier name and supplier id. Example: US-Cmpany Name 3243.xlsx Excel File Frmat fr Supplier Catalg Detail Recrd FIELD NAME REQUIRED Maximum FIELD SIZE 1 Supplier Part Number Required 30 2 UOM Required 3 3 Prduct Shrt Descriptin Required 60 4 Prduct Lng Descriptin Required Additinal Descriptin Optinal Currency Cde Required 3 7 Cntract Price Required Typical Lead Time In Days Required 3 9 UNSPSC Optinal 8 10 Prduct URL Image Link Optinal

6 11 Thumbnail URL Image Link Optinal Optin 1 Optinal Optin 2 Optinal Preferred Item Y/N (Blank means N) Optinal 1 15 Optin 1 Price Optin Optinal Optin 2 Price Optin Optinal Warranty Infrmatin Optinal 250 Lading the File int LDS emarket The SRM versees the initial catalg lad int LDS emarket and apprves the catalg when laded. Tw different file frmats are accepted:.csv and.txt Creating a.csv file This is dne by pening the Excel file; selecting File Save As ; and changing the file type t CSV (Cmma delimited) (*.csv) as shwn in the diagram belw. Save the.csv file n yur desktp. If the file cntains UNICODE characters, the file must be saved as a Unicde Text (.txt) file. Save the.txt file n yur desktp. 61

7 Within LDS emarket, navigate t LDS Market Vendr Catalgs Vendr Catalg. Click n Add a New Value. Create a Catalg ID and click the Add buttn. Guidelines fr creating a Catalg ID The Catalg ID must be unique. Prefix the Catalg ID with the tw letter cuntry cde frm the cuntry it riginates frm. Place a dash between the cuntry cde and the catalg name. The catalg name shuld be as shrt as pssible n lnger then 10 characters. Examples include: US-DSRTBK, BR-INFO, AR-HUB, AU-BGC, US-RSD Fill ut infrmatin n the Vendr Catalg page describing the catalg. Enter the Catalg Name. This is the name yu want the catalg t appear in LDS emarket. Enter the Catalg Type. Vendr Catalg type is fr a catalg with a single supplier. Catalg Fragment and Catalg Shell wrk tgether fr a catalg with multiple suppliers. Each supplier will be defined as a fragment. Each fragment will cntain items laded frm an Excel spreadsheet. Fragments are gathered tgether under the shell, which cntains header-type fields. Enter the Catalg Descriptin. This text will shw in the yellw bubble next t the catalg name in LDS emarket. Enter the Supplier ID. Indicate the SRM respnsible fr the catalg. The Ntes field shuld be used fr any detail yu want t keep abut the catalg. Enter the currency cde. Indicate the Vinimaya categry the catalg shuld appear under in the LDS emarket catalg repsitry. 62

8 Click n the Related Business Units link. Enter the business units that shuld have visibility t the catalg. Attaching the Data File Attach the data file by clicking the Attach Icn. Brwse yur desktp t find the file and Uplad the file. Click the Save buttn lcated at the bttm left crner f the vendr catalg page. Be aware f the fllwing: When text in the Catalg Name, Vinimaya Categry r Catalg Descriptin fields change, an is sent t Church technical staff t update these fields in Vinimaya. After a file is laded, the Attach Icn will change t a View Attachment Icn. This will allw exprt f the current file. If a change t the catalg ccurs, use the Trash Can Icn t delete the data file. Reattach the updated file using the Attach Icn. The Exprt Dates link will shw yu the dates the file upladed t Vinimaya. 63

9 Lading the File Click n the Gt Lad File Page link. Click the Run buttn. Ntice yu can return back t the Vendr Catalg Page by clicking the Gt Vendr Catalg Page. 64

10 Click the OK buttn n the Prcess Scheduler Request page. Click n the Prcess Mnitr link. Make sure the C_PV_CATALOG prcess runs t Success. If the Run Status shws N Success, stp and ask Church technical staff fr help. If the prcess shws Success, the file is nw laded. 65

11 Apprving the Catalg After the catalg has successfully been laded int LDS emarket, it is ready fr apprval. Navigate t LDS emarket Vendr Catalgs Vendr Catalg and enter the Catalg ID. Review the cntents f the catalg. Verify pricing lks crrect fr items. Verify the item descriptin is crrect. Verify the number f items in the Excel file match the number f items in the catalg. Apprve the catalg by click the Apprve checkbx. Nte: Yu may receive a message when apprving the catalg that a UNSPS cde, lead time r unit f measure is invalid r missing. If that ccurs, crrect the Excel file, relad the file, and reapprve the catalg. (Steps 2 and 3) 66

12 Viewing the Supplier Catalg Online The nline catalg is fund by navigating t LDS emarket Catalg Listing. Select the Catalg Type f Vendr Catalg r Multiple Vendr Catalg. Nte that a search f Catalgs by Business Unit is als pssible. 67

13 Vinimaya Setup f a PRG and Vendr Catalg After the catalg is set up in LDS emarket, it must als be set up within Vinimaya s SmartSearch Catalg Admin tl by Church technical staff. When the catalg appears n the page belw, it is a signal t Church technical staff t d this setup in Vinimaya. A new Supplier is created within Vinimaya as nted in the diagram n the last page. Business Unit and Categry security is granted t the catalg within Vinimaya t make it visible t users within LDS emarket. The PRG catalgs are setup by Church technical staff t autmatically FTP (transfer) t Vinimaya s develpment and prductin database. Once the catalg is laded in Vinimaya s develpment and prductin databases, the catalg is deplyed. The Deplyment prcess checks fr errrs n the Vinimaya database and allws the catalg t be used within LDS emarket. 68

14 Price and Item Descriptin Updates Updates t prices and item descriptins are managed by the SRM in the item file. PRG Catalgs are autmatically ftp d (transferred) t Vinimaya the next mrning. Additinal Detail abut the steps n the initial catalg setup page: (1) Ready t be Setup Shws thse new catalgs ready t be setup in Vinimaya. When cmplete, the Vinimaya Setup Dev/Prd bx is manually checked and saved. (2) Ready t Send s New catalgs that are ready t be put in Vinimaya s FTP prcess. The Send buttn is pressed t send Vinimaya a ntificatin that they can mdify their FTP prcess t allw the catalgs t lad. The Vinimaya New Files check bx is autmatically updated when the Send buttn is pressed. Vinimaya returns an when the prcess has been updated. (3) Ready fr FTP Init This search lks fr catalgs ready t be sent t Vinimaya s DEV envirnment. Catalgs are selected and the Init FTP-D buttn is pressed. The data is transferred t Vinimaya. An is sent t Church technical staff ntifying hw many catalgs were ftp d t Vinimaya. Vinimaya returns an when the lad is cmplete. The cunts between the tw are recnciled. The Vinimaya Initial FTP flag is updated. (4) Ready fr FTP Prd New catalgs ready fr Vinimaya s Prductin envirnment are identified here. The Init FTP-P buttn is pressed t transfer the prductin data t Vinimaya. is exchanged and cunts cnfirmed. The Vinimaya Initial FTP Prductin flag is updated. 5) Ready t be Deplyed - After the new files are deplyed in Vinimaya, Church technical staff update the Vinimaya File Deplyed check bx. The transfer prcess is cmplete. 69

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16 Updating Existing Supplier Catalgs File Update and Relading The current file shuld be attached t the catalg. Click n the Dwnlad icn t pen the current file. Update any values t the catalg spreadsheet. When ready t reattach the updated file, use the Trash Can Icn t delete the Data File. Reattach the updated file using the Attach Icn. Brwse yur Desktp t find the file and Uplad the file. Click the Save buttn lcated at the bttm left crner f the vendr catalg page. Be aware f the fllwing: When text in the Catalg Name, Vinimaya Categry r Catalg Descriptin fields change, an is sent t Church technical staff t update these fields in Vinimaya. After a file is laded, the Attach Icn will change t a View Attachment Icn. This will allw exprt f the current file. 71

17 Lading the File Click n the Gt Lad File Page link. Click the Run buttn. Ntice yu can return back t the Vendr Catalg Page by clicking the Gt Vendr Catalg Page. Click the OK buttn n the Prcess Scheduler Request page. 72

18 Click n the Prcess Mnitr link. Make sure the C_PV_CATALOG prcess runs t Success. If the Run Status shws N Success, stp and ask Church technical staff fr help. If the prcess shws Success, the file is nw laded. After the catalg has successfully been laded int LDS emarket, verify the fllwing: The File Laded flag is checked. The status f the catalg is still apprved. If nt apprved, lines are in errr status. T see lines in errr status, select Prducts with Errrs frm the Lad drp-dwn. Reslve the lines in errr status by fixing the file and relading it.. 73