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  • For OLT to determine if 1 full or 2 sessions or customize by Dept : Complete course comprises of 2 hands-on sessions How to use E1 for the first time How to use E1 to complete Job Role related tasks 2. For OLT to determine Frequency of Course is TBD. Discuss where we are and thinking of doing…
  • Databases store information in units called records
  • Enter Script here.
  • Enter Script here.
  • Enter Script here. Relate back to Demand and Production Planning on how they prepared the number of Finished Goods for the Customer. Reality of the Business is that W.O. Schedules can shift based on the needs of larger customers like Walmart or Costco,
  • Enter Script here. Relate back to Demand and Production Planning on how they prepared the number of Finished Goods for the Customer. Reality of the Business is that W.O. Schedules can shift based on the needs of larger customers like Walmart or Costco
  • Make sure that students have a handout of the Operations Process Overview to refer to.
  • End Users will sign in through Internet Explorer link on their Desktop Training (TR) is a mirror image of Production (PD). What you do in TR will be done the same in PD.
  • Signing In Use training username and password: STUDENT01, STUDENT02…etc; TEST01 Explain they will each be assigned their own username and password prior to go-live Change your Password
  • Why we use Address Book We can’t show every single application and this class is taught to a wide variety of users Address Book is the equivalent of an online card file but also interfaces with other E1 systems and touches most other systems Simple place to learn the concepts of working with records Concepts learned in Address Book can be applied almost anywhere in the system Parts of the Screen Window will consist of task view to left and program to the right Application Area Open area to right of Navigation bar Applications will open here (i.e. Window Title) Header Enter won’t work for header selection criteria Is not case sensitive QBE Stands for Query By Example Powerful tool because it allows much more refined searches Type in exactly what you are looking for or use wildcards and operators Pharmavite’s QBE line is case sensitive. Toolbar and Exits We’ll go into more in depth later Status Bar: Appears at the bottom of the screen Shows status of process
  • Provides easy access to related information, other applications and online tools
  • Menu Bar Specific to Internet Explorer For the most part – DO NOT USE
  • Refresh Open Applications also Collapses al Menus Navigation Bar Will stay on Left hand side Includes: Open Applications “ New Window” button Fast Path Task Views Fast Path Command line to quickly launch menus and applications (basically used to bypass the tree) Favorites Handy place to keep commonly used (or hard to get to) tasks and folders Basically a way to create custom task view (menu) on the go Similar to creating bookmarks in Internet Explorer
  • Demonstrate the steps with an Example Sign into E1 TR environment with your assigned E1 Student ID Show where to change the Password Navigate to the Address Book Application screen Menu Path: Pharmavite Main Menu, Address Book, Daily Processing, Create AB Only Add the Application to E1 Favorites Click on the Find button Review the sections of the Application Screen Close the Application Sign out of E1 Concepts learned in Address Book can be applied almost anywhere in the system Students complete an Exercise The Job Aid will be in their Binder
  • Have students refer to their Exercise Hand-out
  • Changes to grids are captured as User Overrides Changes made will only be visible on that form (for that version of the application) and for that user New grid formats can be copied from one person to another (or many) by someone in IT
  • Two Ways to Create a New Format Click on Customize Tools, Grid Format Show where to select the format on the screen Explain what you’re about to do and why Make the most relevant Column into the first Column Reduce Column width to not waste space and have to scroll Change text to white bold against green Background to highlight the column Sort Row into Alphabetical order Remove blank columns that we don’t use…etc. to not waste space
  • Custom grids designed for an inquiry screen cannot be applied to a data entry screen and visa versa Demonstrate the steps with an Example Access the Create AB Only Application from your Favorites Customize your grid as follows Enter your Grid Format Name Make Alpha Name be the first Column of your Grid Remove Columns called Industry Class and Tax ID Make the Alpha Name Column background Green Make the Alpha Name text White and Bold Reduce the Column Width of Alpha Name Column to 90% Reduce the Column Width of Long Address Column to 50% Review the Application Screen’s new Grid Format Students complete an Exercise The Job Aid will be in their Binder
  • Have students refer to their Exercise Hand-out
  • Demonstration Access the Phusion site Find and open for Job Aid packet for Release 3, Indirect Procurement and Indirect Procurement for the Requisition Approver UNTIL Customizing a Grid Job AID is completed (TOC) Walk through the steps of a Job Aid explaining the terms and sections (i.e. Table of contents, Title, Menu Path, Type-in, Add, Enter…etc) Have students look at their packet
  • Transcript

    • 1. E1 Basics Course Session 1:Using E1 for the first time
    • 2. E1 Basics Course Scope E1 training needs survey rolled out to all of Operations indicated a need for an E1 Basics CourseWhat Who Why Tasks common  New hires who will  Develop E1 across all E1 use E1 as part of competency for applications such their job function employees in their as:  Current current roles ● Finding data employees who across Operations ● Modifying will start using E1 records  Standardize what as part of their job ● Exporting grid function is taught and how data E1 is used in all facilities 2
    • 3. E1 Basics Course Approach Student’s job role in E1 will determine the tasks that will be used in the second part of the Course Location of where Course is taught will accommodate shifts Students will receive Exercises and a Job Aid packet 3
    • 4. Course Agenda Topic / Section TimingIntroductions (Including Agenda / Ground rules) 10 minsIntroducing Pharmavite 10 minsUnderstanding Pharmavite’s Operations 30 mins Define EnterpriseOne (E1) Show Overview of Pharmavite’s Operations Show where your Department fits in the Process Discuss the Upstream/Downstream Impacts in E1Basics of Working with E1 60 mins Connect to the E1 System Navigate the E1 System Work with a Program Window Customize GridsGetting Support with E1 5 mins Understand Job Aids and QRCs Navigate the Phusion siteClose: Questions and Course Evaluation 5 mins 4
    • 5. Ground Rules No cell phones / Blackberries / laptops Ask Questions and for Clarification Return from breaks on time 5
    • 6. Course Agenda Topic / Section TimingIntroductions (Including Agenda / Ground rules) 10 minsIntroducing Pharmavite 10 minsUnderstanding Pharmavite’s Operations 30 mins Define EnterpriseOne (E1) Show Overview of the Company’s Operations Show where your Department fits in the Process Discuss the Upstream/Downstream Impacts in E1Basics of Working with E1 60 mins Connect to the E1 System Navigate the E1 System Work with a Program Window Customize GridsGetting Support with E1 5 mins Understand Job Aids and QRCs Navigate the Phusion siteClose: Questions and Course Evaluation 5 mins 6
    • 7. Background of Pharmavite LLC Established in 1971 Subsidiary of Otsuka Pharmaceuticals Co., Ltd. Major Brands are: ● Nature Made Vitamins: The nation’s number one best-selling brand of vitamins, minerals, herbs and supplements in the food, drug, mass and club channels. ● SOYJOY: An all-natural, nutrient-rich snack baked with whole soy and real fruit. Over 800 million in Annual Sales ≈ 1100 Employees 7
    • 8. Our LocationsNorthridge: Corporate Office San Fernando: Manufacturing Valencia B: Unfinished Products Valencia A: Packaging Valencia Tibbitts: Distribution Valencia Tech: SOYJOY 8
    • 9. Course Agenda Topic / Section TimingIntroductions (Including Agenda / Ground rules) 10 minsIntroducing Pharmavite 10 minsUnderstanding Pharmavite’s Operations 30 mins Define EnterpriseOne (E1) Show Overview of the Company’s Operations Show where your Department fits in the Process Discuss the Upstream/Downstream Impacts in E1Basics of Working with E1 60 mins Connect to the E1 System Navigate the E1 System Work with a Program Window Customize GridsGetting Support with E1 5 mins Understand Job Aids and QRCs Navigate the Phusion siteClose: Questions and Course Evaluation 5 mins 9
    • 10. What is EnterpriseOne (E1) Enterprise Resource Planning (ERP) software ● Facilitates the flow of information between all business functions within the organization ● All financial and operations processes across Pharmavite are integrated into a single database for management and reporting purposes Owned by Oracle Also called JD Edwards (JDE) 10
    • 11. A Few Operations Process Definitions Raw Material: Material procured from a Supplier (i.e. Vitamin C powder) to be processed into a tablet or softgel Tablet: Compacted and coated powder form of a vitamin or mineral Softgel: Liquid form of a vitamin or mineral inside a gelatin based shell Bulk: Container/tote of manufactured vitamins or minerals in either tablet or softgel form Components: Materials (i.e. Caps and bottles) used to package Bulk to make Finished Goods Finished Goods: Packaged material ready for distribution to customers 11
    • 12. Operations Process Overview1. How do we know:  The number of bottles of Vitamin C tablets (Finished Good) we need to manufacture for our customers?  The amount of Vitamin C powder (Raw) we need to procure to make them?3. What happens to the Vitamin C powder to become Vitamin C tablets5. How do the bags of Vitamins C tablets become Finished Goods read7. How do we distribute the Finished Goods to our customers? 12
    • 13. Planning and Procurement 13
    • 14. Manufacturing 14
    • 15. Packaging 15
    • 16. Sales Order Processing/Shipping 16
    • 17. Impact of Errors in E1… Scenario in Manufacturing ● A Blending Operator is directed by the E1 system to “Putaway” a tote of material onto a specific shelf in the warehouse. ● The barcode for the location on the shelf is not readily visible and the Operator accidentally scans the wrong location into the E1 system after putting away the material. What different business groups are affected by the error? 17
    • 18. Downstream/Upstream Impacts Impacts Downstream ● When the Compacting Operator is directed to “Pick” the tote from the location shown in the E1 system the material will not be there. ● The Compacting Operator will need to spend time looking for the tote resulting in production downtime ● The schedule of all processes following (i.e. Coating and Packaging) and overall Customer Service becomes affected Impacts Upstream ● If left uncorrected Production Planning and Direct Procurement will work from inaccurate inventory information in the E1 system 18
    • 19. Course Agenda Topic / Section TimingIntroductions (Including Agenda / Ground rules) 10 minsIntroducing Pharmavite 10 minsUnderstanding Pharmavite’s Operations 30 mins Define EnterpriseOne (E1) Show Overview of the Company’s Operations Show where your Department fits in the Process Discuss the Upstream/Downstream Impacts in E1Basics of Working with E1 60 mins Connect to the E1 System Navigate the E1 System Work with a Program Window Customize GridsGetting Support with E1 5 mins Understand Job Aids and QRCs Navigate the Phusion siteClose: Questions and Course Evaluation 5 mins 19
    • 20. E1 Environments IE Address Bar E1 Environment Label There are several environments in E1. Each has a different use ● For this lesson we will be using the Training (TR) environment ● All your work will be done in the Production (PD) environment 20
    • 21. Signing In and Signing OutSigning In Signing Out User ID for E1 is the same as  Click Sign Out link in the Network ID upper right hand corner of the ● First 4 letters of your last E1 screen name and the first letter of  When you have signed out your first name properly you will be returned ● Example: John Smith’s User to the E1 Sign In screen ID will be SMITJ  Do not close the Internet The first time you login your Explorer window until after password for E1 is your User you have signed out ID plus “1” ● Example: John Smith’s default password will be SMITJ1 21
    • 22. Rules for Passwords Passwords expires every 60 days May not repeat a password until you have used 11 other passwords Use at least 6 but no more than 20 characters Not case sensitive Must contain letters, numbers, and special characters ● Example: John Smith’s new password DOG123! 22
    • 23. Course Agenda Topic / Section TimingIntroductions (Including Agenda / Ground rules) 10 minsIntroducing Pharmavite 10 minsUnderstanding Pharmavite’s Operations 30 mins Define EnterpriseOne (E1) Show Overview of the Company’s Operations Show where your Department fits in the Process Discuss the Upstream/Downstream Impacts in E1Basics of Working with E1 60 mins Connect to the E1 System Navigate the E1 System Work with a Program Window Customize GridsGetting Support with E1 5 mins Understand Job Aids and QRCs Navigate the Phusion siteClose: Questions and Course Evaluation 5 mins 23
    • 24. Layout of E1 Program Window Window Title Exit Buttons Toolbar Header Area QBE RowNavigation Bar Grid 24
    • 25. E1 Toolbars A typical toolbar on a search window looks like this: A typical toolbar on a transaction window looks like this: There is one toolbar at the top of the E1 application window Unlike Windows, the user has no control over toolbars. E1 selects what buttons are displayed on the toolbar Buttons on toolbars will vary by program: the buttons you need to work in that program are the ones that will display 25
    • 26. General Navigation Rules Close or Cancel the current screen to move back to previous one. Do not use Internet Explorer’s (IE) Back and Forward buttons or commands Use E1’s New Window button to open up another E1 window, not IE’s File | New Window command or equivalents While signed in to E1, use E1’s Close or Cancel toolbar buttons not IE’s Close button 26
    • 27. Layout of E1 Menu Refresh ButtonsOpen Applications Refresh Menu Tree Refresh Open Applications Favorites  Open Applications displays links to all open applications. Also contains button to open a second application window  Favorites is a user created list of Task Views links to applications  Pharmavite Main Menu is a list of all Pharmavite applications. Click  to left of folder to display options Note: Hyperlinks (links) are always underlined and in lighter blue font. Click to go to applications, etc. 27
    • 28. E1 Toolbar Buttons Use this button To do this Run a search once you have typed in the parameters on the header or QBE row Select the row that you have indicated by checking the box to the left of the row Save a newly entered record or save the revisions made to an existing record Display a blank revision widow to enter a new record Copy a record selected by checking the box to the left of the record Delete a record selected by checking the box to the left of the record Exit the window without saving changes: Cancel from a transaction window; Close from a search window. Returns to E1start screen 28
    • 29. Exercise 1Identify major areas of the E1 Application1. Sign into E1 TR environment with your assigned E1 Student ID2. Go to the Change Password screen3. Navigate to the Address Book Application screen ● Menu Path: Pharmavite Main Menu, Address Book, Daily Processing, Create AB Only4. Add the Application to E1 Favorites5. Click on the Find button6. Review the sections of the Application Screen7. Scroll through a large number of fetched records8. Close the Application9. Sign out of E1 29
    • 30. Course Agenda Topic / Section TimingIntroductions (Including Agenda / Ground rules) 10 minsIntroducing Pharmavite 10 minsUnderstanding Pharmavite’s Operations 30 mins Define EnterpriseOne (E1) Show Overview of the Company’s Operations Show where your Department fits in the Process Discuss the Upstream/Downstream Impacts in E1Basics of Working with E1 60 mins Connect to the E1 System Navigate the E1 System Work with a Program Window Customize GridsGetting Support with E1 5 mins Understand Job Aids and QRCs Navigate the Phusion siteClose: Questions and Course Evaluation 5 mins 30
    • 31. Customizing a Grid Changing the layout and appearance of record grids to simplify working with records (i.e. data entry or custom reporting) Custom grids designed for an inquiry screen cannot be applied to a data entry screen and visa versa Mode Revisio Option Inquiry n Which columns are displayed   Order in which the columns are displayed   Text properties (font color, bold, underline, etc.)   Background color of column   How the rows are sorted (sequence)   31
    • 32. Customizing a Grid: Before Move Columns Modify Columns Remove Columns 32
    • 33. Customizing a Grid: After 33
    • 34. Exercise 2Customize a Grid so that it is easier to use Access the Create AB Only Application from your Favorites Customize your grid as follows ● Enter your Grid Format Name ● Make Alpha Name be the first Column of your Grid ● Remove Columns called Industry Class and Tax ID ● Make the Alpha Name Column background Green ● Make the Alpha Name text White and Bold ● Reduce the Column Width of Alpha Name Column to 90% ● Reduce the Column Width of Long Address Column to 50%3. Review the Application Screen’s new Grid Format 34
    • 35. Course Agenda Topic / Section TimingIntroductions (Including Agenda / Ground rules) 10 minsIntroducing Pharmavite 10 minsUnderstanding Pharmavite’s Operations 30 mins Define EnterpriseOne (E1) Show Overview of the Company’s Operations Show where your Department fits in the Process Discuss the Upstream/Downstream Impacts in E1Basics of Working with E1 60 mins Connect to the E1 System Navigate the E1 System Work with a Program Window Customize GridsGetting Support with E1 5 mins Understand Job Aids and QRCs Navigate the Phusion siteClose: Questions and Course Evaluation 5 mins 35
    • 36. Information Resources Job Aids ● Step by step instructions on how to complete specific tasks in E1 ● Sorted into packets by Business Area and Role Quick Reference Cards (QRCs) ● E1 reference information specific to business areas (i.e. Definitions, codes…etc) ● Instructions for general E1 task (i.e. Printing, customizing a grid…etc) Available on the E1 Intranet site 36
    • 37. PHusion Site An intranet repository site for all E1 related Job Aids, Quick Reference Cards, and training and support materials URL on Internet Explorer Release tab Business Area Packets by Job Role in E1 37
    • 38. Questions 38

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