Customer Collaboration

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Customer Collaboration

• PL 402

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Course Introduction
Customer Collaboration
MODULE 1 Collaboration Process
PL402
MODULE 2 Responsibilities in Collaborating
MODULE 3 Collab Worksheet
MODULE 4 Initial Collaborate Set-up
MODULE 5 Collaborate
MODULE 6 Access Collab
MODULE 7 EMALL Supportability Analysis/ Stock
Out Report

Course Summary
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Introductions
Course Introduction

• Please tell us
• Your Name
• Your Position
• Your Home Office/Location
• An interesting fact about you

4
Logistics
Course Introduction

• Health and Safety First
• Facilities
• Cellular Phone and Pagers
• Breaks and Lunch

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Course Structure, Format, and Materials
Course Introduction

• Structure
• Modules and Exercises
• Format
• Classroom Instructor-led web-based training
  (WBT)
• Customer-led WBT
• Materials
• Participant Guide and Workbook
• Job Aids

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Basic Module Navigation
Course Introduction
Before we begin, lets discuss the navigation of
this course. This course consists of Modules
(provide information) and Walkthroughs
(demonstrate how to use the systems).

• To return to the Training home page or Course
  Map, click on the Home icon
• To return to the previous page, click the Back
  icon
• To advance to the next page, click the Forward
  icon
• To exit the course, click on the Close button
  on your web browser. You should note where you
  are in the course prior to exiting because your
  place will not be bookmarked. If you have
  previously accessed the course, go to the website
  and click on the section that you left off of to
  resume the course.

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Basic Exercise Navigation
Course Introduction

• To access an Exercise from within a Module, click
  the icon from the
  appropriate Module
• Follow the instructions in your Participant
  Workbook to complete the Exercise.
• Use the Playback Control located at the bottom of
  the screen throughout the Exercise as needed
• After you have completed the Exercise, click the
  Exit icon to return to the appropriate module

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Course Objectives
Course Introduction

• Upon completion of this course, you will be able
  to
• Describe the Collaboration process
• Describe the responsibilities of the Customer and
  the DLA during Collaboration
• Describe the different fields on the Collaborate
  Worksheet
• Explain how to Collaborate
• Explain how to access the Collaboration system
• Explain the availability and use of the EMALL
  Supportability Analysis/Stock Out Report

9
You have completed the module. Click the Home
icon below to return to the course map.
10
Course Introduction
Customer Collaboration
MODULE 1 Collaboration Process
PL402
MODULE 2 Responsibilities in Collaborating
MODULE 3 Collab Worksheet
MODULE 4 Initial Collaborate Set-up
MODULE 5 Collaborate
MODULE 6 Access Collab
MODULE 7 EMALL Supportability Analysis/ Stock
Out Report

Course Summary
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Module 1 Objectives
Module 1 Collaboration Process

• Upon completion of this module, you will be able
  to
• Explain the who, what, and why of Collaboration
• Describe the Demand Data Exchange (DDE)
• Describe the Demand Forecasting Unit (DFU)
• Explain the Collaboration timeline

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Key Terminology
Module 1 Collaboration Process

• Collaboration Web-based process of strategic,
  tactical, and operational time-based
  quantitative/qualitative information-sharing
  between the DLA and applicable Customers
• Demand Data Exchange (DDE) The transaction used
  for submitting collaborative customer materiel
  requirements to the Defense Logistics Agency
  (DLA) in lieu of Special Program Requirements
  (SPRs)
• CDD The Document Identifier Code (DIC) for the
  DDE transaction
• Joint Collaboration Agreement (JCA) Mutually
  agreeable responsibilities and expectations
  relative to the process of Demand Data Exchange
  (DDE) and web-based Customer Collaboration (CC)

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Key Terminology
Module 1 Collaboration Process

• Demand Forecasting Unit (DFU) National Item
  Identification Number (NIIN) Ship To Department
  of Defense Activity Address Code (DoDAAC) Sold
  To DoDAAC
• Exception Notification of a parameter breach
  (high or low) between the DDE forecast and the
  previous forecast
• Planning Item A planning item is a product at a
  location. This will reflect the Customers
  specific DFUs
• Business Rules Calculations that compare New
  Collaborative Forecast to Previous Collaborative
  Forecast

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Demand Forecasting Unit
Module 1 Collaboration Process

• The Customer will collaborate at the DFU level
• The DFU Hierarchy is the foundation for planning
  within the DLA Customer Relationship Management
  (CRM) Cell

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The What of Collaboration
Module 1 Collaboration Process

• What is Collaboration?
• When agreed upon in the Joint Collaboration
  Agreement (JCA), customers will utilize this
  process to submit projected constrained supply
  plan
• This process replaces advanced planning via
  Special Program Requirement (SPR) transaction
• Collaboration allows the Customer to provide
  actual projected requirements instead of relying
  on the DLA to project solely on historical usage
• The Customer uses a DDE transaction to submit
  projected materiel requirements to the DLA. This
  process uses system-to-system communication, and
  quantities will be submitted monthly representing
  your net-total requirements
• DDE can be submitted inside and outside of the
  item Lead Time and can reflect a reduction or
  increase in requirements for stocked/non-stocked
  items

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The Who and Why of Collaboration
Module 1 Collaboration Process

• Who
• The Customer (s) will collaborate with the DLA
  CRM Cell Demand Planner (s)
• Why
• To proactively share quantitative intelligence
  with DLA which is not visible through your demand
  history
• Improve visibility into the DLA forecast
  projections and the Customer requirements
• Improve the relationship between the DLA and its
  customers
• The goal of the new process is to improve
  customer support by improving Demand Plan
  Accuracy (DPA)

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Monthly Collaboration Process Flow
Module 1 Collaboration Process
Note The DLA Demand Planner will notify you
when the Collab window is open along with the
expected window close date
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Monthly Collaboration Calendar
Module 1 Collaboration Process
Sat
Fri
Thurs
Wed
Mon
Sun
Tues
1
5
4
3
2
12
10
6
11
9
7
8
The DLA Demand Planner and Customer Evaluate
Exceptions
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19
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15
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The DLA Demand Planner and Customer Continue to
Evaluate Exceptions
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Evaluation Continues
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Business Rule New Collaborative Forecast vs.
Previous Collaborative Forecast The Collab
window normally opens on the 7th and closes on
the 4th Thursday of every month, however the DLA
Demand Planner will notify you monthly of the
actual Collab window dates
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Key Changes
Module 1 Collaboration Process

• DDE is the transaction for customers to submit
  their constrained supply plans to the DLA in lieu
  of a Special Program Requirement (SPR)
• DDE can be submitted outside and inside of Lead
  Time
• DDE can be submitted to reflect a reduction or
  increase in requirement
• DDE is submitted every month

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Module Summary
Module 1 Collaboration Process

• In this module, you have learned to
• Explain the who, what, and why of Collaboration
• Describe the Demand Data Exchange (DDE)
• Describe the Demand Forecasting Unit (DFU)
• Explain the Collaboration timeline

21
You have completed the module. Click the Home
icon below to return to the course map.
22
Course Introduction
Customer Collaboration
MODULE 1 Collaboration Process
PL402
MODULE 2 Responsibilities in Collaborating
MODULE 3 Collab Worksheet
MODULE 4 Initial Collaborate Set-up
MODULE 5 Collaborate
MODULE 6 Access Collab
MODULE 7 EMALL Supportability Analysis/ Stock
Out Report

Course Summary
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Module 2 Objectives
Module 2 Responsibilities in Collaborating

• Upon completion of this module, you will be able
  to
• Outline Customer and the DLA responsibilities in
  collaborating
• Explain touchpoints between the Customer and the
  DLA
• Learn how Demand Plan Accuracy (DPA) will be
  measured

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Key Terminology
Module 2 Responsibilities in Collaborating

• Manugistics Collaborate Web-based tool the
  Customer and the DLA will use to review, update,
  and validate monthly collaborative demand plans
  submitted via Demand Data Exchange (DDE)
• Demand Plan Accuracy (DPA) Measures the
  accuracy of a forecast (demand plan) within a
  given timeframe compared to actual demand
  (purchases) by a specific customer
• Key Performance Indicators (KPIs) Specific,
  measurable, actionable, relevant and timely
  process performance indicators. DPA is a KPI

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Customers Responsibility
Module 2 Responsibilities in Collaborating
Listed below are key Collaboration dates /
responsibilities

• Day 1 Your system transmits Demand Data Exchange
  (DDE) transactions
• Day 7 Receive email notification from your DLA
  Demand Planner (DP) of when the Collab window
  opens and closes
• Day 7 - the 4th Thursday of every month
  Customers and the DLA Demand Planners manage
  Collaborative Workload
• 4th Thursday of every month Collaborative
  window closes
• Review data for next months DDE in your own
  system
• Throughout the Month Coordinate with the DLA DP
  on questions and/or concerns relative to
  Collaboration
• Provide feedback on the Collaboration
  system/process to the DP
• The Collab window normally opens on the 7th and
  closes on the 4th Thursday of every month,
  however the DLA Demand Planner will notify you
  monthly of the actual Collab window dates

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DLA Demand Planners Responsibility
Module 2 Responsibilities in Collaborating

• Demand Planners key Collaboration dates /
  responsibilities
• Fine-tune Collaborative DFUs in the Manugistics
  Demand Planning tool
• Day 7 Notify the Customer when the Collab window
  has opened and when it is expected to close
• Manage Collab Items between Day 7 and the 4th
  Thursday of every month in Manugistics
  Collaborate
• Publish forecast on the 4th Friday of every month
• Contact the Customer with questions and/or
  concerns relative to Collaboration
• Request monthly feedback from the Customer at the
  end of each Collaboration window
• Coordinate with internal DLA touchpoints

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Customer Touchpoints
Module 2 Responsibilities in Collaborating
?
Demand Planner
The primary customer facing point of contact for
Collaboration. Analyzes and adjusts historical
demand data used for statistical forecasting.
Develops collaborated forecasts with the Customer.
?
?
?
Customer Account Specialist
Customer Support Representative
The primary customer facing point of contact for
the Order Fulfillment and expedite process
Represents the DLA for the Customers site
Customer
?
?
Your Internal Customers
Serves as your local POC in coordinating actual
forecast requirements
Weapon Systems Support Manager
Serves as logistician and program managers POC
for assigned weapon systems
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Demand Plan Accuracy (DPA)
Module 2 Responsibilities in Collaborating

• Demand Plan Accuracy (DPA) will measure
• The Customers DDE file (The Customer is measured
  based on DDE)
• The DLA Forecast (The DLA is measured)
• Published Forecast (The Customer The DLA are
  measured together How well we collaborated)
• DPA Demand Plan Accuracy (DPA) is the difference
  between actual demand and forecasted demand
• Simply stated, did you order what you projected?
• The purpose of measuring DPA is to track
  improvements to the demand plan and identify
  focus areas for future improvement
• The DLA Key Performance Indicator (KPI) DPA will
  be used to
• Measure the DLA and the Customer success in
  meeting support goals as agreed upon in the Joint
  Collaboration Agreement (JCA)
• Determine if an item should or should not remain
  Collaborative

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Key Changes
Module 2 Responsibilities in Collaborating

• Collaborative Customers have visibility of the
  DLA statistical forecast for Collaborative NIINs
• New Collaboration touchpoints between the
  Customer and the DLA
• Forecasts provided and reviewed monthly
• Demand Plan Accuracy (DPA) measured

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Module Summary
Module 2 Responsibilities in Collaborating

• In this module, you learned to
• Responsibilities in Collaborating
• The touchpoints between the Customer and the DLA
• How Demand Plan Accuracy (DPA) will be measured

31
You have completed the module. Click the Home
icon below to return to the course map.
32
Course Introduction
Customer Collaboration
MODULE 1 Collaboration Process
PL402
MODULE 2 Responsibilities in Collaborating
MODULE 3 Collaborate Worksheet
MODULE 4 Initial Collaborate Set-up
MODULE 5 Collaborate
MODULE 6 Access Collab
MODULE 7 EMALL Supportability Analysis/ Stock
Out Report

Course Summary
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Module 3 Objectives
Module 3 Collab Worksheet

• Upon completion of this module, you will be able
  to
• Explain the Worksheet Properties
• Explain the Toolbar icons / Actions
• Explain the columns / rows on the Collaborate
  Worksheet

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Key Terminology
Module 3 Collab Worksheet

• Planning Item This reflects the Customers
  specific Demand Forecast Units (DFUs)
• Hierarchies An ordered grouping of selected
  data. Useful for drilling down into a specific
  planning items attributes
• Override A quantity change entered in Collab by
  either the Customer or the Demand Planner to
  identify the changed quantity required for a
  specific demand planning item
• Note Overrides should be made within the Collab
  system sparingly as they remain in the system
  until they are overwritten. When forecast
  changes are required, the best method for making
  these changes is within the next months DDE.
  The Customer can input comments within the Collab
  system to identify a change will be made in next
  months DDE rather than make quantity changes in
  the override field

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Collaborate Worksheet
Module 3 Collab Worksheet

• The Customer will use the Collaborate Worksheet
  to
• Manage collaborate items and apply comments
• View historical forecasts
• Update/change collaborate forecast quantities (if
  necessary)

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Collaborate Worksheet
Module 3 Collab Worksheet

• The Collaborate Worksheet can be divided into
  three sections as illustrated below

1. Properties
2. Icons / Actions
3. Columns/ Rows
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Worksheet Properties
Module 3 Collab Worksheet

• There are 8 Worksheet Properties on the
  Collaborate Worksheet (refer to your Job Aid for
  detailed definitions)
• Worksheet Properties consist of drop-down lists
  that allow you to change the properties for a
  particular planning session
• The Select/Deselect All on Page is your
  enter key
• The Reset to User View Defaults sends you
  back to your default settings

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Actions and Icons
Module 3 Collab Worksheet

• Actions and icons provide a quick way to perform
  a variety of commands (refer to your Job Aid for
  detailed definitions of Actions and icons)
• To determine what command is associated with an
  icon, move your cursor over the icon and pause.
  You see a tool tip with the command name
• To use an icon to perform an action, click the
  icon
• To see a drop-down selection of Actions, click on
  the Action link
• The Primary Actions/Icons used by the Customer
  are Save, Add Comment, and Disconnect Worksheet

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Columns and Rows
Module 3 Collab Worksheet

• The bottom part of the Collaborate Worksheet page
  displays the 10 Planning component elements that
  make up the Collaborate Worksheet (refer to your
  Job Aid for detailed definitions of the data
  contained in the columns and rows of the
  worksheet)
• On the Collaborate Worksheet, you can review,
  analyze, and change planning component values

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Module Summary
Module 3 Collab Worksheet

• In this module you learned to
• Explain the Worksheet Properties
• Explain the Toolbar icons / Actions
• Explain the columns/rows on the Collaborate
  Worksheet

41
You have completed the module. Click the Home
icon below to return to the course map.
42
Course Introduction
Customer Collaboration
MODULE 1 Collaboration Process
PL402
MODULE 2 Responsibilities in Collaborating
MODULE 3 Collab Worksheet
MODULE 4 Initial Collab Set-up
MODULE 5 Collaborate
MODULE 6 Access Collab
MODULE 7 EMALL Supportability Analysis/ Stock
Out Report

Course Summary
42
43
Module 4 Objectives
Module 4 Initial Collaborate Setup

• Upon completion of this module, you will be able
  to
• Explain the purpose of User Views
• Explain how and when to set up your primary User
  Views
• Exception (default)
• Customer Workflow Exception
• Acquisition Advice Code (AAC)
• Special Program Requirement (SPR)
• Weapon System Designator Code (WSDC)
• Weapon System Indicator Code (WSIC)
• Optional or Plan Code
• Only used if these fields are utilized at your
  site

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User Views
Module 4 Initial Collaborate Setup

• Purpose
• Users Views must be set-up (one-time) prior to
  reviewing any data within Collab
• User Views allow you to bring up predefined
  Worksheet Property values
• Benefits of User Views
• Decrease the need to individually select the
  values for the properties each time you use the
  Collaborative Worksheet
• Allow you to design the look of your Collaborate
  Worksheet
• For example, you can specify
• The display of your monthly collaborative time
  buckets
• The display of data (i.e. Exceptions Only,
  Aggregate, etc)

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Collaborate Worksheet Without Set-up
Module 4 Initial Collaborate Setup

• If User Views are not set-up, you will not be
  able to collaborate. Your screen will refresh
  with data similar to below,
• NOTE the System Default in User Views,
  Hierarchies, and Calendars as well as the No
  Data in the Columns / Rows section of the
  worksheet

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User Views
Module 4 Initial Collaborate Setup

• The initial set-up involves creating the
  following user views
• Exception
• This is your default User View. Use this user
  view in lieu of the Customer Workflow Exception
  User View if you only have a small set of
  Planning Items (PIs) to review
• Customer Workflow Exception
• This User View will allow you to filter Planning
  Items (PIs) that have or have not been reviewed
  the previous day, based on value stored in the
  Customer Workflow Tracking field, e.g. If a a
  user has 50 PIs to review and 20 are reviewed on
  Monday, using this User View only 30 Planning
  Items will appear on the worksheet on Tuesday
• Acquisition Advice Codes (AAC)
• Use this User View to manage collaborative PIs
  for specific AACs
• This User View is especially useful for
  researching non-stocked items

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User Views continued
Module 4 Initial Collaborate Setup

• Initial set-up continued
• Weapon System Designator Code (WSDC)
• Use this User View to identify Collaborative PIs
  for a specific WSDC
• Weapon System Indicatior Code (WSIC)
• Use this User View to identify Collaborative PIs
  for a specific WSIC
• Used to identify items that are not Weapon System
  coded
• Special Program Requirement (SPR)
• This User View will allow you to filter
  Collaborative PIs that have or have not received
  an SPR after the NIIN was submitted for
  Collaboraton
• Note Once a NIIN has been selected as
  Collaborative, SPRs should not be submitted for
  that NIIN/Ship to/Sold to DoDAAC (DFU) any
  longer.
• Optional or Plan Code
• Use this User View to view PIs specifically
  related to the unique Optional or Plan Code used
  in the DDE transaction
• If the Optional 1 field in your DDE is XYZ, and
  NIINs with XYZ are assigned to a specific person,
  then this User View can be used by that person to
  filter/view only PIs with XYZ

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Initial Set-up
Module 4 Initial Collaborate Setup

• The initial set-up will be done through the
  Collaborate Worksheet
• The Customer can create their own User Views in
  addition to the ones identified in this module
• The Customer should only use one of the primary
  User Views when discussing collaborate data with
  a Demand Planner
• The following exercises will detail the steps
  needed to create two of the seven required User
  Views
• Refer to your User View Job Aid to create all
  primary User Views at your work station

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Collaborate Exercise
Module 4 Initial Collaborate Setup

• Setting Up Exception User View
• Exercise 4.1
• Purpose
• To introduce the Customer to a means of modifying
  the Collaborate Worksheet to assist with managing
  collaborate exceptions

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Collaborate Exercise
Module 4 Initial Collaborate Setup

• Setting Up Acquisition Advice
  Codes (AAC) User View
• Exercise 4.2
• Purpose
• To introduce the Customer to a means of viewing
  Acquisition Advice Codes on the Collaborate
  Worksheet (i.e. AAC J, non-stocked)

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Module Summary
Module 4 Initial Collaborate Setup

• In this module, you have learned to
• Explain the purpose of User Views
• Explain how and when to set up User Views for
• Exception (default)
• Customer Workflow Exception
• Acquisition Advice Code (AAC)
• Optional or Plan Code
• Special Program Requirement (SPR)
• Weapon System Designator Code (WSDC)
• Weapon System Indicator Code (WSIC)

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You have completed the module. Click the Home
icon below to return to the course map.
53
Course Introduction
Customer Collaboration
MODULE 1 Collaboration Process
PL402
MODULE 2 Responsibilities in Collaborating
MODULE 3 Collab Worksheet
MODULE 4 Initial Collaborate Set-up
MODULE 5 Collaborate
MODULE 6 Access Collab
MODULE 7 EMALL Supportability Analysis/ Stock
Out Report

Course Summary
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Module 5 Objectives
Module 5 Collaborate

• Upon completion of this module, you will be able
  to
• Explain how to manage Collaborative Planning
  Items (PIs)
• Describe different Collaborative scenarios
• Explain when and how to add comments
• Explain how to Disconnect (download) data
• Create a search/private filters

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Managing Exceptions
Module 5 Collaborate

• For the first month of collaboration
• The DLA forecast is compared to the DDE
• For every month after the first month
• The new DDE is compared to the previous
  Collaborative Forecast
• Managing exceptions within Manu Collab is
  critical
• Invalid requirements not managed in the first
  month may not generate additional exceptions in
  the following months even though the DLA forecast
  is significantly different
• Upon completion of working the exception, a 1 is
  entered in the current month of the Customer
  Workflow Tracking field to indicate completion

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Managing Exceptions
Module 5 Collaborate

• Exceptions are used to alert the Customer and the
  DLA Demand Planner (DP) of variances between the
  current forecast and the previous forecast for
  the NIIN
• It would be too time consuming for the Customer
  and the DLA DP to focus on the variances in every
  item every month, so an exception management
  approach was created
• Advantages of Exception Management
• System flags items for review
• Reduced time requirements for review
• Exceptions automatically prioritized for users

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Exception Prioritization
Module 5 Collaborate

• In order to manage the Customer and the DLA
  workload and to focus on the right items at the
  right time, a prioritization process was
  developed
• The prioritization process provides focus on the
  items where a forecast variance has the greatest
  chance to adversely impact supportability in the
  future
• Under forecasting by the Customer would cause a
  global stock-out
• Over forecasting by the Customer would create
  excess unused inventory, preventing buys for
  other correct materiel
• The Customer and the DLA DP will manage
  exceptions for their Planning Items only based on
  priority

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Exception Prioritization
Module 5 Collaborate

• The prioritization process is based on a
  combination of the following factors
• NIIN Unit Cost
• Customer annual usage of the NIIN
• Collaborative forecast accuracy
• of worldwide demand (Market Share)
• Lead Time
• Default is unit cost if no other data is
  available
• Collaborative forecast accuracy is currently
  being baselined, so unit cost is double weighted
  until forecast accuracy is available

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Exception Prioritization Other
Module 5 Collaborate

• In addition to managing exceptions, Customers
  will also manage non-exception Planning Items as
  listed below
• Known critical items, e.g. special
  projects/modifications
• Priority weapons systems
• AAC codes other than D and Z
• WSIC N, J, R, Y, K, S, Z

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Viewing Exceptions
Module 5 Collaborate

• The highlighted fields illustrate how exceptions
  are displayed on the Collaborate Worksheet

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Managing Exceptions
Module 5 Collaborate

• Listed below are the different exception
  scenarios. Upon completion, a 1 is entered in the
  current month of the Customer Workflow Tracking
  field to indicate completion
• The Customer reviews an exception and determines
  that no changes are required
• The Customer reviews an exception and determines
  quantity changes are required
• Comments are required for all exceptions,
  regardless of whether a change is made or not

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Adding Comments
Module 5 Collaborate

• Comments are identified on the Collaborate
  Worksheet by a red upward-pointing triangle
• Comments cannot be deleted, so use caution with
  the content and length of your comments
• The comment field holds 1024 characters. If more
  characters are input, a message appears stating
  that the user exceeded the space limitations
• Comments should always be inserted in the
  Customer DDE field on the Worksheet
• A sample comment
• Requirements are increasing over the next 12
  months as this NIIN is
• used on the KC-135 Flight Control Mod.
  Replacement rates have
• gone from 50 to 100 per assembly and the
  Quantity Per Application
• (QPA) is 6. John Doe, [phone], This
  comment applies to 5/1/08
• 5/1/09

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Collaborate Exercise
Module 5 Collaborate

• The Customer reviews an exception
• and determines that no changes are required
• Exercise 5.1
• Purpose
• To introduce the Customer to a collaboration
  scenario in which the customer reviews an
  exception and determines that no changes are
  required

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Collaborate Exercise
Module 5 Collaborate

• The Customer Manages an exception
• and Determines Changes are Required
• (Performing an Override and Entering a Comment)
• Exercise 5.2
• Purpose
• To introduce the Customer to a Collaboration
  scenario in which the Customer cannot make change
  in his internal DDE transaction system so a
  change is entered in the override field to
  reflect a new quantity
• Changes should be made within the Collab
  system sparingly as they remain in the system
  until they are overwritten. When forecast
  changes are required, the best method for making
  these changes is within the next months DDE.
  The Customer can input comments within the Collab
  system to identify a change will be made in next
  months DDE rather than make quantity changes in
  the override field

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Managing Planning Items Without an Exception
Module 5 Collaborate

• Listed below are some scenarios for managing
  Planning Items (PIs) when an exception is not
  present. Upon completion, a 1 is entered in the
  current month of the Customer Workflow Tracking
  field to indicate completion
• The Customer queries WSIC User View for WSIC N
  and enters comments justifying actions taken
• Submits/initiates WS1 transaction
• The Customer queries AAC User View for other than
  D or Z and enters comments justifying actions
  taken such as
• DDE submitted for replacement NIIN and DDE
  removed
• Customer submits funded requisitions
• The Customer queries SPR User View for SPRs on a
  Collaborative PI and enters comments justifying
  actions taken
• Submits/initiates cancellation of SPR or addition
  of SPR quantity in next DDE transaction
• Comments are required for all exceptions,
  regardless of whether a change is made or not

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Weapon System Indicator Code
Module 5 Collaborate

• Monthly, the Customer and the Demand Planner (DP)
  will review all WSIC items coded N using the WSIC
  User View
• View these by using the WSIC User View, your own
  item filter (e.g. CC_OO-ALC), and the CC_WSIC
  Hierarchy  
• All WSIC N coded items need to have WS1
  transactions submitted on them in order to get
  them Weapon System Coded properly 
• The Customer will ensure comments are entered
  stating the status of submitting the WS1
  transaction to the DLA for WSIC code N (not
  coded)
• Note Regardless of DDE, PIs with WSICs J, R, Y,
  K, S, Z will be non stocked, also known as
  Customer Direct (CD), unless there are 4 demands
  in the last 12 months
• Note Regardless of demands, Items with WSIC F,
  H, G, L, M, P, T, X, W will be classified as
  stocked, also known as DLA Direct (DD)
• WSICs can be viewed in the pop-up attributes box
• NOTE WSICs are changed/updated by your Program
  Office

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Acquisition Advice Code (AAC) User View
Module 5 Collaborate

• Monthly, the Customer and the Demand Planner (DP)
  will review all AACs other than D or Z using the
  AAC User View
• View non-stocked AACs by using the AAC User View,
  your own item filter (e.g. CC_OO-ALC), and the
  CC_AAC Hierarchy
• The Customer will input comments for all planning
  items (with or without exceptions) on any AAC
  that is not D or Z e.g. justify requirements on
  all AAC J, V, L, H, Y, etc.
• DLA will accept DDE on non-stocked items, however
  this will not change DLAs stockage policy, e.g.
  the item must receive at least four demands in
  the past twelve months or have a WSIC F, H, G,
  L, M, P, T, X, or W
• AACs can be viewed in the pop-up attributes box

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SPR User View
Module 5 Collaborate

• Monthly, the Customer and the Demand Planner will
  review Planning Items to assure Special Program
  Requirements (SPRs) are not being submitted
• View SPR items by using the SPR User View, your
  own item filter (e.g. CC_OO-ALC), and the CC_SPR
  Hierarchy
• The Customer will research all planning items
  that have SPRs present and assure that SPRs cease
  being sent on Collaborative items
• The Customer will assure that the SPR quantity is
  included in the next months DDE submission
• The Customer will input comments stating their
  SPR research findings
• Note Once a NIIN has been selected for
  Collaboration, SPRs should not be submitted for
  that NIIN at your location (DFU) any longer
  because the Collaborate DDE quantity will take
  precedence over any SPR received
• The SPR is received but is not incorporated into
  the demand plan
• SPRs submitted for your DFU prior to being
  selecting for Collaboration are included in the
  DLA history

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Collaborate Exercise
Module 5 Collaborate

• Managing Planning Items
• When an Exception is not Present
• Exercise 5.3
• Purpose
• Although an exception is not present on a
  particular Planning Item, the Customer determines
  that the DDE quantity is incorrect but he cannot
  make the change in their internal system. To
  relay this change to the DLA, he enters a
  quantity change in the override field
• Changes should be made within the Collab
  system sparingly as they remain in the system
  until they are overwritten. When forecast
  changes are required, the best method for making
  these changes is within the next months DDE.
  The Customer can input comments within the Collab
  system to identify a change will be made in next
  months DDE rather than make quantity changes in
  the override field

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Creating a Search / Item Filter
Module 5 Collaborate

• Item Filters are predefined queries used to
  return a set of planning items to the Collaborate
  Worksheet
• You can search for planning items outside the
  context of the Collaborate Worksheet by using the
  Planning Item Search page to perform simple or
  advanced searches based on criteria that you
  build
• Searches can be performed on a single NIIN
• Advances searches can be performed on a variety
  of data
• Private Item Filters can be set up to narrow down
  the display of data to only items pertinent to
  the user

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Cost or Quantity Private Filter
Module 5 Collaborate

• The Customer will create a Cost or Quantity
  Private Filter which will allow them to query on
  Collaborative Items based on specified search
  criteria
• This query will reflect Planning Items that may
  or may not have exceptions present
• Two types of Cost/Quantity filters can be set up
• UDA_COLLAB_ANNUAL_FCST_COST or UDA_COLLAB_ANNUAL_F
  CST_QTY, e.g. The Cost filter will show all items
  where the average annual cost is equal to or
  greater than a specified dollar amount
• UDA_COLLAB_ANNUAL_DELTA_COST or
  UDA_COLLAB_ANNUAL_DELTA_QTY, e.g. the Cost filter
  will show all items where the average annual cost
  is equal to or greater than a specified dollar
  amount more than the average annual DLA forecast
• Note A positive number means the New
  Collaborative Forecast or DDE is higher than the
  DLA forecast
• Refer to your Job Aid for instructions on setting
  up these Private Filters

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Last Demand Duration Filter
Module 5 Collaborate

• The Customer will create a Last Demand Filter
  which will query Collaborative Items based on the
  last demand date
• This query will reflect Planning Items that may
  or may not have exceptions present
• Any date can be used for this filter and by using
  gt
• Only items with zero demand history will return
  data (from any customer) within the specified
  date
• Note Just because your PI doesnt appear on the
  report, that doesnt mean that any
  customer/DoDAAC has ordered it within the last 12
  months
• Refer to your Job Aid for instructions on setting
  up this Private Filter

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Disconnect Worksheet
Module 5 Collaborate

• The Disconnect Worksheet feature allows you to
  work with your Collaborative items in spreadsheet
  format, e.g. if you would like to sort specific
  items or take a spreadsheet reflecting forecasted
  items to a meeting
• Customer with Update access can disconnect all
  Collaborative items or items with only exceptions
  present
• The next exercise will demonstrate how to
  disconnect all Collaborative items into an excel
  spreadsheet, refer to your Job Aid for
  instructions on disconnecting only exceptions
• Note Because Collaborate was not designed
  as a reporting tool but as a web-based tool, the
  disconnect feature will not be feasible for large
  data sets

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Collaborate Exercise
Module 5 Collaborate

• Creating a Search / Item Filter
• Exercise 5.4
• Purpose
• This will show the Customer how to create a
  search / private filter

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Collaborate Exercise
Module 5 Collaborate

• Disconnecting All Collaborative
• Planning Items and Exporting to Excel
• Exercise 5.5
• Purpose
• To introduce the Disconnect Worksheet feature
  within Collab for exporting all Planning Items to
  excel.
• Note Refer to your job aid for instructions on
  disconnecting exceptions only to excel.

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Reminders
Module 5 Collaborate

• Placing a negative 1 (-1) in the Override field
  will cause the quantity to revert to the most
  recent DDE quantity, if entered before the next
  business rules process
• Customer Workflow Tracking field
• The Customer must always place a 1 in the current
  month Customer Workflow Tracking field to
  indicate they have reviewed and completed the
  exception
• The Demand Planners will place a 1 in Workflow
  Tracking field to indicate they have reviewed and
  completed the exception
• The Customer can use any number other than 1 or 0
  for internal tracking, e.g. 2 research ongoing,
  3 supervisory approval pending
• Customers should share this information with
  their DLA Demand Planner

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Reminders, continued
Module 5 Collaborate

• If quantity is changed in the override field for
  any month, the Customer should incorporate this
  change into his next DDE submission
• Saving is recommended every 15 minutes
• Log on to Collab at least every 30 days to keep
  your password active

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Module Summary
Module 5 Collaborate

• In this module, you learned to
• Explain how to manage Collaborative Planning
  Items (PIs)
• Describe different Collaborative scenarios
• Explain when and how to add comments
• Explain how to Disconnect (download) data
• How to create a search/private filters

79
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80
Course Introduction
Customer Collaboration
MODULE 1 Collaboration Process
PL402
MODULE 2 Responsibilities in Collaborating
MODULE 3 Collab Worksheet
MODULE 4 Initial Collaborate Set-up
MODULE 5 Collaborate
MODULE 6 Access Collab
MODULE 7 EMALL Supportability Analysis/ Stock
Out Report

Course Summary
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81
Module 3 Objectives
Module 6 Access Collaboration

• Upon completion of this module, you will be able
  to
• Explain how to request access for Collab
• Explain how often to log on to the systems
• Explain when and how to log on to Collab

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Requesting Collaboration Password
Module 6 Access Collab

• Request access to the Collaboration tool via
  online self-registration at the DLA Account
  Management and Provisioning System (AMPS)
  website https//amps.dla.mil
• Customers will need a separate password for AMPS
  and Manugistics Collab
• Customers will be required to log on to AMPS
  annually to keep their AMPS Manugistics Collab
  accounts active and extend up to one year
• Print the Job Aid from the AMPS website and
  follow the directions for filling out the online
  Systems Authorization Access Request (SAAR)

83
How to Log On to Collab
Module 6 Access Collab

• After you have obtained a Manugistics Collab User
  ID and Password, type the following address in
  your web browser to access the Collab system
  https//pmc1.bsm.dla.mil

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When to Log On to Collab
Module 6 Access Collab
The dates listed below are key log on
Collaboration dates

• 7th calendar day of each month through the 4th
  Thursday of every month (after the DLA Demand
  Planner has notified you that the Collab window
  is open)
• Log on to Collab every 30 days to prevent your
  password from expiring

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Password Resets / Technical Assistance
Module 6 Access Collab

• To re-set your Manugistics Collab password,
  contact the DLA Helpdesk at 1.866.335.4357, DSN
  695.4357, or toll free at 866.355.4357
• When calling the Helpdesk state I am an
  external Collab user and I need my Portal
  password reset
• For assistance with Manugistics Collab technical
  issues, e.g. if the page does not display even
  after youve tried all normal troubleshooting
  options, please contact your Demand Planner (DP).
  The DP will then route the issue accordingly via
  remedy ticket

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Key Changes
Module 6 Access Collab

• Key changes for access to Collab
• Access Manugistics Collab system every 30 days to
  prevent password expiration
• Manugistics Collab password requires annual
  validation via AMPS

87
Module Summary
Module 6 Access Collab

• In this module you learned to
• Explain how to request access for Collab
• Explain how often to log on to the system
• Explain when and how to log on to Collab

88
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89
Course Introduction
Customer Collaboration
MODULE 1 Collaboration Process
PL402
MODULE 2 Responsibilities in Collaborating
MODULE 3 Collab Worksheet
MODULE 4 Initial Collaborate Set-up
MODULE 5 Collaborate
MODULE 6 Access Collab
MODULE 7 EMALL Supportability Analysis/ Stock
Out Report

Course Summary
89
90
EMALL Supportability Analysis-Stock Out Report
Module 7 EMALL SA-SOR

• The purpose of the Supportability Analysis-Stock
  Out Report (SA-SOR) is to proactively identify
  supportability issues before they actually become
  backorders
• Note The DoDAAC query only returns all Planning
  Item data pertinent for Customers who
  participating in Demand Data Exchange (DDE)
• Users can request access, find training
  information, and view the SA-SOR through DOD
  EMALL using the following link
  https//emall6.prod.dodonline.net/main/

91
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92
Course Introduction
Customer Collaboration
MODULE 1 Collaboration Process
PL402
MODULE 2 Responsibilities in Collaborating
MODULE 3 Collab Worksheet
MODULE 4 Initial Collaborate Set-up
MODULE 5 Collaborate
MODULE 6 Access Collab
MODULE 7 EMALL Supportability Analysis/ Stock
Out Report

Course Summary
92
93
Available Support
Course Summary

• Job Aids are available to assist you
• For Collab technical support issues, e.g. the
  page does not display even after youve tried all
  normal troubleshooting options, please contact
  your Demand Planner. The Demand Planner will
  then route the issue via remedy ticket
• For Collab password re-sets, contact the help
  desk at 1.866.335.4357, DSN 695.4357, or toll
  free at 866.335.4357
• The DLA Customer Support Representatives (CSRs)
  are available for assistance on site or via
  telephone / email
• Demand Planners are available on site or via
  telephone / email

94
Course Summary
Course Summary

• In this course, you have learned to
• Describe the Collaboration process
• Describe the responsibilities of the Customer and
  the DLA during Collaboration
• Describe the different fields on the Collaborate
  Worksheet
• Explain how to Collaborate
• Explain how to access the Collaboration system
• Explain the availability and use of the EMALL
  Supportability Analysis/Stock Out Report

95
Congratulations!
You have completed the following course PL402
Customer Collaboration