MATCHING & MAPPING ANALYSIS & ACTION

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User manual / Getting started V3.0.xRequirement: You are registered and log in.

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Possible examples: Create as many tasks as you want

PCN Flowchart V3.0x up to the analysis tasks and action tasks.

3. analysis tasks(feedback process)

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PCNProcessing

finished

Only if all parts

"mapped" and/or "excluded"

and there are no

„Open Matched Parts“,

you can choose to finish the PCN.

PCNMapping

3. action tasks(deligate tasks)create & done

2. analysis tasks(feedback process)

create & done

1. analysis tasks(feedback process)

create & done

2. action tasks(deligate tasks)create & done

1. action tasks(deligate tasks)

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4. analysis tasks(feedback process)

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4. action tasks(deligate tasks)

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Without workflow & E-Mailnotification à

PCNMatching

Start workflow à

If at least one part "mapped", you can start the workflow.

tasks: Analysis, personal Actions Tasks & Alert Tasks search: Search for PCN und Tasks

admin: Admin area is only visible , if you have admin authorisations

matches: Which PCN has a match with my parts (No. and Name)

analysis: all PCNs, EOL, LTB, MAJOR, MINOR, ALERT, by assmbly, by partnumber, by manuf.

pcn.status - OverviewDashboard & Reports

pcn searchPCN or Tasks

pcn.creatorCreate your own PCN

Under Construction

Functional area

Home screen:You see this screen after successful login.To download a PCN, select the item "matches".

bom. match - Overview: Select the tile "automatic remote" to download a smartPCN from the global database. Here you can see ALL matches detected overnight (automatic local = local database).

Result of Automatic Remote Matching:If there is a match between the PCN part numbers & manufacturer and your BOM data (manufacturer number & manufacturer name), ALL PCNs with a match better 80%, are displayed. Use the checkbox to select all PCN(s)you want to buy and then press the "Add to cart" button

A preselection for the shopping cart has been taken.

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BOM (edit, details, delete):- assemblies- internal parts- external parts

Overview actions:- analysis task- action task- alert task

pcn.analysis - Overview:- all PCN, EOL, LTB- MAJOR, MINOR, ALERT- by assembly, by partnumber, by manufacturer

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Overview match:- automatic remote- automatic local- non matched- manual remote- manual local

pcn.store - Overview:(edit, import and new)- all PCN, EOL, LTB- MAJOR, MINOR, ALERT- by partnumber- by manufacturer

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4 a.4 b. Transfer PCN:

4 a. Deletes PCN from the list before starting download with .If the PCNs listed correspond to your choice, you only need to click on the button and the purchase/download starts..4 b. After successful DOWNLOAD the message appears: X/X PCN successfully transferred.The number of "Free Credits" is reduced by the number of smartPCNs purchased.

Your purchased smartPCNs are now in the following tile: „automatic local“.

With the button , you return to the previous screen

Choose the button analysis, and you are going to picture

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pcn.analysis - Overview:The white circles indicate the recently purchased PCNs. The yellow circle indicates the total number of yet unprocessed PCN.

The total number of PCNs within a category is displayed at the bottom of each tile.

If you are looking for a particular PCN, you can list the PCN with other criteria by using the grey tiles. Select the red tile "all PCN" and go to the next picture.

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pcn.analysis - Category:Sort e.g. after "Import Date" up or down using the small white arrow

or use the separate sorting *Make sure, that no sorting is set already!If you have found your PCN, click the button and MAP it.

(bright red) = mapping already started, but parts still open.

(dark red) = Mapping completed, all parts assigned and no part is open.

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Grey button means: No action has yet started.

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After the MAPPING comes the ANALYSIS and the ACTION.à from point:

MAPPING:1. The List of mapped parts refers to the PCN No. in the header.2. In the lower part you see the corresponding "Matched Parts" listed accordingly in the internal

and external area. Check the parts (through a single or multiple selection) which e. g. have a100% match in XPN (your external manufacturer number) to the PPN (PCN part number).

My suggestion when the table is long:3a. + 3b. At first, select all parts across all tabs and click the button Excluded.

4. Then select the few parts do you want to mapped and press the button Mapped.

If all parts are assigned and there are no more open parts in the lower list, please press the save button. (don‘t forget!)

The header contains the results of: Mapped-, open matched- and excluded matched- parts.

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MAPPING:Now you have clearly assigned the parts, that are affected by the PCN.The lower part with open parts has disappeared and the MAPPING is closed.

Press the LINKING button and immediately find the parts or assemblies which are affected - right up to the final product. This function is also available one step earlier (picture 7).

After all parts are assigned and there are no more open parts, it is possible to set the PCN as complete. You can do this by pressing the button if you do not want to start a workflow.

Please confirm the confirmation prompt and the PCN processing is already completed.

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LINKING result:

See the complete tree structure by pressing the LINKING button.See which parts and assemblies are affected right up to the final product.This function is already available from picture 7 onwards.

If desired, you can export the result to an Excel file.

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3a. 3b.

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The alternative way to the pcn.analysis – All 1. Click the button analysis.2. Select EOL or MAJOR or MINOR, based on the importance . Make sure, that at least one PCN is present in this area (bottom line of the tile).

PCNs that were recently loaded are indicated by the grey circle.

PCNs yet unprocessed are indicated by the yellow circles.

Total amount of PCNs in the related tile EOL, MAJOR, Minor or LTB <1 month.

After you have made your PCN preselection by clicking on the respective tile, you will get the PCN overview of the selected group.(Follow-up picture no. 12 is similar, referring to all PCN without preselection.)

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pcn.analysis - Overview:

1. Click the button analysis

2. Choose the red tile „all PCN“ and get to the picture .12

The ANALYSIS and the ACTION

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pcn.analysis - All:

1. Start the analysis with the grey button Analysing .

For an analysis which has already been started but is not completed, the color of the button is bright red .

With a completed analysis, the color of the button is dark red.

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Analysing:

1. Select "Analysis in PCN Assembly" from the first drop-down list or skip the analysis through "Skip Analysis". This drop down list selects the distribution list for the workflow.

2. Select the assembly which needs to be analysed.

3. Than press the create button and the area below will open.

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Analysing:

These values are entered automatically, but can be set by the administrator in the default settings. After each department (e.g. R&D) any numbers of people are already registered with your email address. You don’t need to enter a recurring contact person here.

1. In case you want to address additional email recipients, enterfurther email addresses here.

2. Enter your request or comments here (under Description).

3. Delete the departments or areas which you don’t need using the (X) (mouse over at the end of the table).

4. Then press the save button .

The ANALYSE is now created and the respective emails are sent!

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Analysing:

After clicking the + sign, you see your entries again.

These tasks (under Description) are now sent by email to the stored email addresses of the respective Org Unit.

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Automatic notification via e-mail:

The email recipient receives automatically the TASK message 004.Here the recipient sees ALL relevant PCN details and which assemblies are affected.

1. By click on the link Click here, the recipient will be guided to the appropriate workflow in the pcn. cockpit.

see picture

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pcn.action – Analysis Task details:

1. After clicking the + sign, you see your entries again.Click on the button and the Window “Analysis Task Details” will open.

2. Select Criticality: None or Green or Yellow or Red.

3. Choose under Task State: Run or Done. Done if you can complete this request for yourself. Run if you cannot provide a final answer.

4. Enter your answer under Comment and add an attachment if needed.. (Appendix under: Documents)

5. Press the save button (don‘t forget)

6. Exit the screen by clicking the X

à The PCN Manager automatically receives a mail and will be informed about thestatus.

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There are several ways to get an overview of ALL TASK as a PCN manager.

1. Click on the tile in the main screen and then click on the tile analysis or action depending on your kind of task. (For example with analysis tasks.)

2. Click on the tile analysis tasks in the main screen to view the pcn.actions - Overview Analysis Task.

3. Only when the respective TASK has been set Done, does the button "Create action workflow" appear.

If ALL tasks are set to Done, the complete analysis for the respective workflow is completed. The rake at "Locked", stands for completed action.

4. If you now click on the grey button , you will get to the next screen:"pcn. actions - Create action task“ à see picture

If the button is red , this means that an action task has already been created.

Clicking the red button means: "Go to action workflow".

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smartPCNInformation

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pcn.actions – Create Action Tasks:

1. If you want to start an action, select "Action for Assembly". (No action start or skip over = "Skip Action".)

2. Press the create button and the lower area opens.

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pcn.actions – Create Action Tasks:

These values are entered automatically, but can be set by the administrator as default settings. For each department (e.g. R&D) anumber of people is already registered with their e-mail address. You don’t need to enter a recurring contact person here.

1. In case you want to address additional email recipients, enter theemail address here (under Additional e-mails). Separate multipleemail addresses by ;

2. Enter your request or comments here (under Description).

3. Select the departments or areas with (X) which you don’t need (mouse over button).

4. Then press the save button

The action is now created and the respective emails are sent!

As shown in the illustration in picture , the further procedure up

to Picture . Now is the PCN processing completed.

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