IBX Content Workbench 3.0 User Manual Supplier
Contents
1. All rights reserved Content Workbench Supplier gt Capgemini CONSULTING TECHNOLOGY OUTSOURCING Version 1 3 1 5 Profile This tab displays user details such as email address and the default settings for your organization NOTE This tab is only enabled for administrators WORK LIST 5 MY CATALOGS SUPPLEMENTAL FILES Manage Organization Profile Organization Name 3M Norge AS Organization External ID TPID f2fc9a3a 7980 1000 833c c0a878330001 Email ibxsupplier20 ibxgroup c Classification standard UNSPSC 13 1 Default input format for new catalogs ExcellBX Standard Excel import Figure 6 Profile www ibxgroup com IBX Business Documents 9 2010 Capgemini All rights reserved Content Workbench Supplier gt Capgemini CONSULTING TECHNOLOGY OUTSOURCING Version 1 3 1 6 Help This tab lists the following useful resources to work with the IBX Content Workbench e User Manual e Catalog templates instructions e Classification code index e Taxonomy e Validation Messages WORK LIST 5 MY CATALOGS SUPPLEMENTAL FILES PROFILE General Help User Manual Catalog templates instructions Catalog templates instructions BMECat 1 2 instructions Classification Classification code index Taxonomy UNSPSC v13 1 v 7 401 Validation messages Explanations for common validation messages in the validation report guide Figure 7 Help www ibxgroup com IBX Business Documents 102. Less than 9096 have keywords Product identity o 3 Less than 60 have manufacturer s name or number 4 Less than 90 have manufacturer s name or number Attachments 5 More than 9096 have attachments 4 Less than 90 have attachments Filter report C Errors Warnings Both H a Figure 15 Error Report www ibxgroup com IBX Business Documents 16 2010 Capgemini All rights reserved Version 1 3 Content Workbench Supplier gt Capgemini 2 3 3 Automated Catalog Upload NOTE Automated upload is possible for catalog only and not for the supplemental files Click Automated Upload to activate Automatic Catalog Upload option This functionality is applicable to catalogs with any of the following statuses only e Error e Aborted e Rejected e Activated To activate this functionality do the following steps 1 Select Automatic Catalog Upload checkbox 2 Provide the File Name NOTE Mention the file type extension in the file name for example input xls History amp Status Settings Product List Messages Automated Upload Automatic Catalog Upload File Hame input xis Figure 16 Catalog Details Automated Catalog Upload 3 Click Save button NOTE The files will be uploaded from a FTP folder dedicated to each supplier The dedicated folder will be created on demand and will be comunicated by IBX Service Desk NOTE Automatically uploaded input files will be deleted from the FTP folder as soon as the upload
3. 2010 Capgemini All rights reserved Content Workbench Supplier gt Capgemini CONSULTING TECHNOLOGY OUTSOURCING Version 1 3 1 6 1 Classification index Classification index lists all the available classifications that can be used in a catalog To see the index click on Classification code index in Classification section under Help tab You can classify the items by adding the classification code from the Classification index list to the items Click request new classification to be added email to IBX Service Desk link for requesting a new classification code via Service Request WORKLST 5 MY CATALOGS SUPPLEMENTAL FLES PROFLE o BEE Classification index Below is a list of available classificatiggs thg De Sed be ification code shoud be entered in the Catalog field InfoClassificationCodeX If you miss a classification in the lis request new classification to be added email to IBX Service Desk AMA Biozeichen WER L4 Classification Code ABA Classification Type Green Type of usage both supplier and buyer Blue Angel Classification Code BAL Classification Type Green Type of usage both supplier and buyer Byggvarubed mningen Accepted Classification Code BBH AC Classification Type Green Type of usage both supplier and buyer Byggvarubed mningen Recommended Classification Code BBH RE Classification Type Green Type of usage both supplier and buyer BASTA Classification Code BB
4. DN 22 a0 NPE 23 O 2010 Capgemini All rights reserved Revision 12 2 Content Workbench Supplier af Cap mini CONSULTING TECHNOLOGY OUTSOURCING Table of Figures FET verve Jesus 4 lO AO EEE NE D IOUS NR 7 Figure 4 Identity Manager oosooooon non nn non nn nennen menn nnne nnne nnn nnn nna nnn 7 Figure 5 Gueule 8 Figure 6 nm c 9 Foure OUD E sm 10 Figure 8 Classification ING OX um ado aka idu hone ili rat ni kar kov x PARU 11 BEE My Catalogs RTT EU T TU TT 12 Figure 10 Sort Search Result Table rrrrrrrnnnnronrrnnnnnrrvrrnnnnnrrnrnnnnnrrrnnnnnnnnrnnnnnnnnssnnnnnnsnee 13 Figure 11 Upload Catalog step 1 ou ccecccccssseeeeeeeeeeeeeeeeeeeseeeeesseaeeeeeesseaeeeesessaaeeees 14 Figure 12 Upload Catalog step 2 rrrrnnnnrornnnnnnvrnrrnnnnnrnnrnnnnnrrnnnnnnnnnennnnnnnnsrnnnnnnsnsennnnnnsnne 14 Figure 13 Upload Catalog View Progress cccccccecssseeeeeeceeeeeceeecaeeeceeessaaeeeesessaaeeees 15 Figure 14 Catalog Process Monitor rrnnnnnnnnnnnnnnennnnnnennnnnnrnnnnnnrennnnnnennnnnnrnnnnnerennnnsnennnnsne 15 FOU 15 Enor RT 16 Figure 22 Catalog Details Automated Catalog Upload esses 17 Figure 16 Catalog Details History amp Status rrrannrnrnnrrnnnnnrrrrnnnnnnrnnnnnnnrrrnnrnnnsnnennnnnnsnnr 23 Figure 17 C
5. My Catalogs tab 2 Enter criteria in the Search for textbox 3 Click Search button to view the result 2 1 1 Sort the Result Table The search result table is sorted by clicking a column header field The little arrow shows if the field is sorted in ascending B or descending IM order Catalog Name 4 Catalog description Buyer name Latest Activation Status Actions gy Publish NO 3M NO AKERSHUS NO 1 NO 3M NO AKERSHUS NO 1 Akershus Universitetssykehus HF 2012 01 30 03 30 Awaiting publishing s Abort s Publish NO 3M NO BLEFJELL NO 1 NO 3M NO BLEFJELL NO 1 Vestre Viken HF Kongsberg sykehus 2012 02 01 12 15 Awaiting publishing a Figure 10 Sort Search Result Table 2 2 Upload Supplemental Files Pictures and attachments are added before uploading the catalog Content Workbench validates for supplemental files when a catalog is uploaded Pictures and attachments are uploaded under the Supplemental Files tab or while uploading a catalog All files are stored in same folder to avoid uploading the same picture twice for two different catalogs Multiple files are uploaded by compressing in one file since only one file per textbox is allowed 1 Click Supplemental Files tab 2 Select the file or zip archive NOTE You can only upload gif jpg jpeg png pdf and zip file types www ibxgroup com IBX Business Documents 13 2010 Capgemini All rights reserved Content Workbench Supplier gt Capgemini CONSULTING TECHNOL
6. marked with an asterisk are mandatory All these fields must be mapped to Input File Columns Figure 17 Catalog Details Mapping Configuration Tab 4 Click Browse button and select a file that contains all the columns you want to have in the new version of the catalog Home Insert Page Layout Formulas Data Review View SpreadsheetWEB p TJ F l ai Calibri j1 A gt Ep Wrap Text General M F i Normal Copy Paste v By q Biz 8 0 00 Conditional Format ood JF Format Painter Bd idt s Ead Ed Merge amp Center Ma o 88 28 Prat as Table x Clipboard E Font E Alignment E Number a Styles G7 vq fr B C D E F G H I J K L 1 MyProduct ID My Product Name My Product Description Unit Lead Time UNSPSC Min Order Qty Lot size My Price Currency 2 1 MyProdNamel MyProdDescription FA 130101604 a 1 a0jeur 3 2 MyProdName2 MyProdDescription EA af30101604 1 1 EUR 4 5 Figure 18 Example of Input file used to create Mapping Configuration www ibxgroup com IBX Business Documents 18 2010 Capgemini All rights reserved Content Workbench Supplier Version 1 3 af Capgemini CONSULTING TECHNOLOGY OUTSOURCING o Click Upload button Once the file has been uploaded two new list boxes will appear on the screen e Input File Columns this list box contains the names of the columns from the file you have uploaded e BX
7. press the Delete d button NOTE Before deleting a Mapping Configuration make sure that you no longer wish to upload catalog input files matching that mapping www ibxgroup com IBX Business Documents 21 2010 Capgemini All rights reserved Version 1 3 Content Workbench Supplier gt Capgemini 2 4 Abort Catalog If Automatic publishing is turned off or if the catalog file contains errors the catalog upload can be aborted 11 Click Work list tab 12 Find the catalog and check if the status is Error or Awaiting publishing 13 Click Abort link in the catalog name row 14 Confirm the action by clicking Abort button 2 5 Publish Catalog If the Automatic publishing is turned off and the catalog upload is successful the catalog can be published 1 Click Work list tab 2 Find the catalog and check if the status is Awaiting publishing 3 Click Publish link 4 You can change Valid from date if required 5 Click Publish Catalog button www ibxgroup com IBX Business Documents 22 2010 Capgemini All rights reserved Content Workbench Supplier gt Capgemini CONSULTING TECHNOLOGY OUTSOURCING Version 1 3 2 6 Catalog Details Click a catalog name to view the details 2 6 1 History 8 Status This tab displays updated versions and old Catalog files are downloaded to check for error reports 1 Click Work list or My Catalogs tab 2 Find the catalog and click catalog name History amp Status Sett
8. transferred to the Search Engine or external path folder Catalog is rejected Catalog is aborted by the supplier This status is displayed if a future date is selected for activation This activation date can be rescheduled by selecting a different date either prior or later to the selected activation date The workflow step for the catalog is pending from the system IBX Business Documents 6 Content Workbench Supplier gt Capgemini CONSULTING TECHNOLOGY OUTSOURCING Version 1 3 1 4 User Interface Management Click the tabs to navigate between the different pages of Content Workbench WORK LIST 5 MY CATALOGS SUPPLEMENTAL FILES PROFILE HELP Work List For catalog updating find your catalog in My Catalogs 5 catalog s wait for your action Catalog Name Catalog description Buyer name Version Status Status Date v Actions NO 3M NO AKERSHUS NO 1 NO 3M NO AKERSHUS NO 1 Akershus Universitetssykehus HF 4 Awaiting publishing 2012 02 16 04 30 is ne NO 3M NO BLEFJELL NO 1 NO 3M NO BLEFJELL NO 1 Vestre Viken HF Kongsberg sykehus 4 Awaiting publishing 2012 02 16 04 29 b for NO 3M NO INNLAND NO 1 NO 3M NO INNLAND NO 1 Sykehuset Innlandet HF 4 Awaiting publishing 2012 02 16 04 28 t jr NO 3M NO SYKEHUS NO 1 NO 3M NO SYKEHUS NO 1 Sykehuset Asker og B rum HF 5 Awaiting publishing 2012 02 16 04 28 gie 2 PES 3 Publish NO 3M NO UUS NO 1 NO 3M NO UUS NO 1 Oslo Universitetssykehus 5 Awaiting publishing 2012 02 16
9. 04 27 s Abort Figure 3 Work List 1 4 1 User Interface Language Set a preferred language on the Content Workbench by changing the language under Change Profile page on the Marketsite Following steps list the procedure to set the language 1 Click Logout link to logout from the present session 2 Enter the login credentials in the login page to re login 3 Click the Maintain Profile and Password link in the Administration section 4 System displays Identity Manager home page 15 CA Identity Manager Back to Portal Tasks CA Identity Manager Welcome to CA Identity Manager Please select a task from the menu Organizations Figure 4 Identity Manager 5 Click gt icon right before Tasks to expand the task list 6 Click on Modify My Profile 7 Change the language in Modify My Profile section and click the Submit button www ibxgroup com IBX Business Documents T 2010 Capgemini All rights reserved gie Capgemini CONSULTING TECHNOLOGY OUTSOURCING Required range hm Eee Organization IBX Demo buyer Logan name john doe 157 Naj First Name first name Last Name last name Job Title consultant E mail demo iibx se Language Engish EJ Timezone GMT Greenwich Mean Time m Currency Euro European Economic and Monetar Street Postal Code Zip eCity Stockholm US State Please select Figure 5 Change Profile www ibxgroup com IBX Business Documents 8 2010 Capgemini
10. 823 6518 International 46 8 5534 6000 not toll free Copyright 2011 2012 IBX On demand Platform Al rights reserved Figure 2 Home 1 2 Catalog Update Workflow The workflow for a catalog update is Upload supplemental files first Upload the catalog file Publish catalog to buyer Buyer approves or rejects catalog Buyer enriches the catalog pa d ae SY in Buyer activates catalog 7 Catalog is transferred to buyer s Search Engine A supplier performs the first 3 steps and the catalog update can be aborted in step 3 if the catalog contains any errors NOTE A new catalog upload is not possible if the previous catalog version is in step 4 7 Content Workbench automatically disables the upload function when a catalog is waiting for an action from the buyer www ibxgroup com IBX Business Documents 5 2010 Capgemini All rights reserved Content Workbench Supplier dl Capge m 1 3 Catalog Status A new status is displayed for the catalog on each new step in the workflow This status is displayed in Status field Order status In progress Awaiting publishing Awaiting approval Awaiting enrichment Awaiting activation Transfer to SE in progress Activated Rejected Aborted Awaiting Transfer System processing www ibxgroup com 2010 Capgemini All rights reserved Men information to enrich the catalog Catalog is approved and enriched Catalog is activated Catalog is successfully
11. Columns this list box contains the names of the IBX columns catalog fields that you will have to map the columns in your input file to Catalog Details Catalog ID NO 3M NO AKERSHUS NO 1 UPLOAD CATALOG HO 3M MO AKERSHUS HO 1 Description HO 3M MO AKERSHUS HO 1 History amp Status Settings Product List Messages Automated Upload Mapping Configuration Upload input file Browse UPLOAD Please note that IBX Catalogue Fields marked with an asterisk are mandatory All these fields must be mapped to Input File Columns Input File Columns My Product ID My Product ID My Product Name My Product Description Unit Lead Time UNSPSC Lot size My Price Currency NONE NONE VendorProduct Mo Product Name Product Description Unit Lead Time UNSPSC MinimumOrderGuantity Lot Size Price Currency Price MinimumOrderGuantity 2 Price3 MinimumOrderQuantity3 Price4 MinimumOrderQuantity4 Price5 MinimumOrderQuantity5 Price Figure 19 Mapping Configuration Input File Columns and IBX Columns In Input File Columns list box select the name of the column you want to map In IBX Columns list box select the name of the IBX Field that corresponds to the column name that you have selected in Input File Columns list box for example VendorProductNo ProductName ProductDescription etc Click Add button and the list of mappings will appear Repeat steps 6 to 8 a
12. J 9x Ff mtm yen f u bed 1 V AQ Content Workbench Supplier di Capge TM Revision 12 2 CONSULTING TECHNOLOGY OUTSOURCING Document Control Change Log Chapter Date All 27 09 2010 2 6 4 27 09 2010 All 12 02 2011 2 6 1 04 05 2011 1 1 1 6 13 02 2012 2 3 2 6 28 05 2012 2 3 11 05 2012 www ibxgroup com 2010 Capgemini All rights reserved Description Change Template and Layout Added Message Board topic Template update Note added HFC 790 incorporated Manual updated to add Automatic Catalogue Update option Updated manual added details for Mapping Configuration Flexible Input Import IBX Business Documents 1 Revision 12 2 Content Workbench Supplier gt Capgemini Table of Contents Te ge EE EE 4 1 1 Boe EEE EN NN EN 4 1 2 Catalog Update Workflow rrrrnrrrrrnnnnnnnvrrnrrrnnnnnnnornnnrrnnnnnnnnnrrnnnrnnnnnnnnssnnnnnnnnnnsssennnnn 5 1 3 Catalog Status EE ro a o ino 6 1 4 User Interface Management rrrnnnnnnnnnnnnnnnnnnnnnrnnnnnrnnnnnnnnnrnnnnnnnnnsnnnnnnsnsrnnnnnnnnsrnnnnnnsnee 7 1 5 uio m OO 9 GE p 10 Se Galalog AdMminisiral b 12 2 1 Search ANOS REEL EE 13 2 2 Upload Supplemental FileS cccccccccseseceeeeeeeeeeeeeeeeeeseeeeeeeeeeseeesseeeeeeeessaeeeeseeseaeees 13 2 3 Upload Catalo 0 MR EE ER em 14 P MEE v0 OG E a 22 2 5 Pl
13. L Classification Type Green Type of usage both supplier and buyer BASS Bygg og Anleggsbransjens Stoffkartotek System red markering Classification Code BBS R Classification Type Green Type of usage both supplier and buyer Figure 8 Classification index www ibxgroup com IBX Business Documents 11 2010 Capgemini All rights reserved Content Workbench Supplier af Capgemini Version 1 3 CONSULTING TECHNOLOGY OUTSOURCING 2 Catalog Administration Catalogs are displayed in following two tabs e Work list Catalogs that are waiting for action is displayed e My catalogs Catalogs regardless of its status are displayed WORK LIST 5 MY CATALOGS Eg PROFILE HELP My Catalogs There are 5 catalog s waiting for your action in Work List Search for SEARCH UPLOAD SELECTED CATALOGS Catalog Namea Catalog description Buyer name Latest Activation Status Actions Publish NO 3M NO AKERSHUS NO 1 NO 3M NO AKERSHUS NO 1 Akershus Universitetssykehus HF 2012 01 30 03 30 Awaiting publishing s Abort sp Publish NO 3M NO BLEFJELL NO 1 NO 3M NO BLEFJELL NO 1 Vestre Viken HF Kongsberg sykehus 2012 02 01 12 15 Awaiting publishing sp Abort Figure 9 My Catalogs www ibxgroup com IBX Business Documents 12 O 2010 Capgemini All rights reserved Content Workbench Supplier di Capge m 2 1 Search for Catalogs Following are the steps to check for catalogs that meet a certain criteria 1 Click
14. OGY OUTSOURCING Version 1 3 2 3 Upload Catalog NOTE All input file type of catalogs can be uploaded in zip format This feature is available for all catalog types and applies to all input file types Click Upload catalog link under My Catalogs tab to upload a catalog The Upload link is not visible under this tab if the previous catalog version is waiting any action Perform the following steps to upload the Catalog 1 Click My Catalogs tab 2 Find the catalog and click Upload catalog link under Actions column Catalog Namea Catalog description Buyer name Latest Activation Status Actions NO 3M NO HELSESO NO 1 NO 3M NO HELSESO NO 1 Helse S r st RHF 2012 02 16 04 45 Activated NO 3M NO HVBERGEN NO 1 NO 3M NO HVBERGEN NO 1 Helse Bergen HF 2012 01 27 03 30 Activated s Upload catalog NO 3M NO HVFONNA NO 1 NO 3M NO HVFONNA NO 1 Helse Fonna HF 2012 01 27 03 30 Activated a Upload catalog NO 3M NO HVFORDE NO 1 NO 3M NO HVFORDE NO 1 Helse Farde HF 2012 01 27 03 30 Activated Upload catalog Figure 11 Upload Catalog step 1 Upload catalog page opens Select Valid From date Select Automatic Publishing check box to enable or disable sending a catalog directly for the buyer approval if it passes the validation Select Input format from the drop down list Browse and select the catalog Input File Select pictures or attachments as Supplemental Files if not done earlier oe cO Click Upload button
15. X Business Documents 24 2010 Capgemini All rights reserved Content Workbench Supplier af Capgemini x CONSULTING TECHNOLOGY OUTSOURCING Version 1 3 History amp Status Setings ProductList Messages AutomatedUpbad Mapping Configuration Reply to message Subject Hello Response Iv CANCEL Figure 27 Message Board Reply to message END OF DOCUMENT www ibxgroup com IBX Business Documents 25 2010 Capgemini All rights reserved
16. a on all other sheets will be ignored NOTE Only tab separated CSV files can be used NOTE When creating a mapping configuration you will be able to upload an input file containing a maximum of 250 columns NOTE When creating a mapping configuration the you will be able to create a maximum of 350 assignments i e mappings of input file columns to IBX catalogue fields NOTE The system will always interpret the first row of an Excel file as header i e as containing column names A file with the first row empty or with duplicate column names same name for 2 or more columns will not be accepted NOTE One to many assignments of custom excel columns to CW Fields such as Vendor Product No Product Name Product Description Price etc are allowed NOTE The functionality will include the Pretty Name feature input file transformation validation and scorecard warning 8 error messages will refer input fields by their pretty name if any If you want to modify a Mapping Configuration you can do so by using the Add button to map a column that was not mapped before or the Remove Remove ink to remove any assignment in the list After you have finished modifying the Mapping Configuration click the Save EA to apply your changes NOTE After you modify the Mapping Configuration make sure that all mandatory IBX Columns have been assigned a column in your input file If you wish to delete the Mapping Configuration
17. alog it will be processed through all products and validates the Catalog for any errors The products are checked for any errors and displayed in the error report 1 Click Work list tab 2 Find the catalog and check if the status is Error 3 Click View error report link in catalog name row Choose to include warnings in the error report The errors or error categories can be grouped The catalog scores are displayed at the top of the report if automatic scorecard validation is activated The first column displays the catalog score and the second column displays the minimum requirements for each category Update the Catalog and complete the minimum requirements to successfully upload the catalog Validation summary Products 50 Prices 350 Errors 5 Warnings 26 Criterion Calculated Score Minimum Required Score Product name e 3 More than 30 have name same as vendor product number or consists of only one word 4 More than 1596 have name same as vendor product number or consists of only one word Product description o 2 More than 50 have no description or shorter than name or same as product name 4 More than 1596 have no description or shorter than name or same as product name Pictures e 3 Less than 60 have pictures 5 More than 9096 have pictures Automatic scorecard Categorization 4 More than 5 are in level 3 2 trailing zeros 3 More than 5 are in level 2 4 trailing zeros Keywords e 1 Less than 25 have keywords 4
18. atalog Details Settings rrrrrrnnnnnrnrrrnnnnrrrnrrnnnnnvennrnnnnnrnnnnnnnnnsennnnsnsennnnnnsnee 23 Figure 18 Catalog Details Product List rrrrrrrnnnnnnnnrornrrrnnnnnnnnvrnnrrnnnnnnnnrrnnnnrnnnnnnnnsnnnnn 24 Figure 19 Catalog Details Messages rrrrrrnnnnrnnrnnnnnnrnnrnnnnnnrnnrnnnnnnrnnnnnnsnsennnnnnsnsennnnnnenee 24 Figure 20 Catalog Details Message Board rrrnnnnrnnvvvvnrnnnnnnrrrrrvnnrrnnnnnrrrerennrnnnnnserserennnn 24 Figure 21 Message Board Reply to message sseeeeeeeeeneee 25 www ibxgroup com IBX Business Documents 3 2010 Capgemini All rights reserved Content Workbench Supplier af Capgemini CONSULTING TECHNOLOGY OUTSOURCING Version 1 3 1 Content Workbench The Content Workbench application displays all catalogs enabling to approve activate and enrich catalogs This application logs all actions and saves all active catalog documents NOTE Save a copy of all catalog documents in the computer as a backup 1 1 Login Follow these steps to login to the content workbench site 1 Goto www ibxnordic net 2 Choose preferred language from drop down menu 3 Enter the User Organization and Password and click Log In button All fields are required User IDs and passwords are personal and the organization ID is same throughout the company Contact organization administrator for any further assistance A IX Procurement Cloud E procurement enabled
19. bove until you have maped all the columns in your input file to IBX Columns 10 Click Save button www ibxgroup com 2010 Capgemini All rights reserved IBX Business Documents 19 Content Workbench Supplier af Capgemini CONSULTING TECHNOLOGY OUTSOURCING Version 1 3 Catalog Details Catalog ID Catalog Name Description Catalog Type Buyer NO 3M NO AKERSHUS NO 1 NO 3M NO AKERSHUS NO 1 NO 3M NO AKERSHUS NO 1 Product Price Akershus Universitetssykehus H UPLOAD CATALOG History amp Status Settings Product List Messages Automated Upload Mapping Configuration Upload input file Browse UPLOAD Please note that IBX Catalogue Fields marked with an asterisk are mandatory All these fields must be mapped to Input File Columns a DEN wxcoumns cm umency T Input File Columns IBX Columns Actions UNSPSC UNSPSC Remove Lot size LotSize Remove Min Order Qty MinimumOrderQuantity gp Remove My Price Price Remove My Product Description ProductDescription Remove Lead Time LeadTime gt Remove My Product Name ProductName Remove My Product ID VendorProductNo gt Remove Currency Currency Remove Unit Unit Remove SAVE CANC PREVIEW Figure 20 Catalog Details Mapping Configuration Created After you have assigned at least one column in your file to at least one IBX Column you press the Preview ET to check your mapping atus Settings Product List Messages Automated Upload Mapping Config
20. catalog is In progress status 1 Open Work List tab 2 Find the catalog and check if the status is In progress 3 Click View progress link in Actions column For catalog updating find your catalog in My Catalogs 55 catalog s wait for your action Catalog Name Catalog description Buyer name Version Status Status Date v Actions test 1 6 tdfd Test Buyer1 2 In progress 2012 05 14 10 06 Figure 13 Upload Catalog View Progress The Catalog Process Monitor page displays the status of each step of the catalog processing Click Refresh button for detailed information on the process Step ID Step name Server name Start End Duration Status Action Init SSS Process QACWPROC2 2012 05 14 09 54 2012 05 14 09 55 00 00 05 673 Finished 5 Images Conversion QACWPROC2 2012 05 14 09 55 2012 05 14 09 55 00 00 00 174 Finished 6 Format Conversion QACWPROC2 2012 05 14 09 55 2012 05 14 09 55 00 00 18 264 Finished rj Classification Mapping QACWPROC2 2012 05 14 09 55 2012 05 14 09 55 00 00 01 844 Finished 8 Init Rules QACWPROC2 2012 05 14 09 55 2012 05 14 09 55 00 00 00 157 Finished 9 Global Transformation QACWPROC2 2012 05 14 09 55 00 00 26 821 In progress REFRESH Figure 14 Catalog Process Monitor www ibxgroup com IBX Business Documents 15 2010 Capgemini All rights reserved Content Workbench Supplier gt Capgemini CONSULTING TECHNOLOGY OUTSOURCING Version 1 3 2 3 2 View Error Report When Content Workbench uploads the Cat
21. ing process has been completed without errors If the uploading process has been completed with errors then the input file will not be deleted Once the files are deleted from the FTP folder they will be still available in the Content Workbench www ibxgroup com IBX Business Documents 17 2010 Capgemini All rights reserved Content Workbench Supplier gt Capgemini CONSULTING TECHNOLOGY OUTSOURCING Version 1 3 2 3 4 Update Catalog Using Excel Flexible Input Import or CSV Flexible Input Import Catalogs can be updated using the Flexible Input Import option with Excel or CSV input files The Flexible Input Import is an option that allows you to upload input files that are not according to the IBX standard Before uploading such input formats for one of your catalogs you have to create a Mapping Configuration for that catalog A Mapping Configuration represents an assignment of columns that you have in your Excel CSV file to IBX catalog fields To create a Mapping Configuration 1 Click My Catalogs tab 2 Find the catalog you want to update and select it by clicking on the catalog name 3 Click Mapping Configuration tab Catalog Details Catalog ID Catalog Name Description HO 3M NO AKERSHUS HO 1 HO 3M NOD AKERSHUS MO 1 NO 3M HNOD AKERSHUS HO 1 UPLOAD CATALOG History amp Status Settings Product List Messages Automated Upload Upload input file Browse UPLOAD Please note that IBX Catalogue Fields
22. ings Product List Messages Automated Upload 12 Next Last Version File Name Upload Validate Publish Abort Approve Reject Enrich Schedule activation Activate Actions LI Published approved Activated 2010 10 26 05 27 m 1 rines 2010 10 26 05 34 2010 10 26 05 34 2010 10 26 05 34 2010 10 26 05 34 o i i system system system system l Figure 22 Catalog Details History amp Status Click the file name to download old catalog files or click No errors or Error links to view old upload reports Please note that only a limited number of versions are available for download 2 6 2 Settings Click Settings tab to view the buyers settings for this catalog The buyer settings display if the buyer approves the catalog manually or automatically History amp Status Settings Froduct List Messages Automated Upload Catalog Name Test ubl Description Test ubi Catalog Type Product Price Buyer Lufthansa AG Lufthansa Classification standard Vendor s standard Language German Discriminator 1 Automatic approval Yes Enrichment process No Automatic activation Yes Figure 23 Catalog Details Settings www ibxgroup com IBX Business Documents 23 2010 Capgemini All rights reserved Content Workbench Supplier gt Capgemini CONSULTING TECHNOLOGY OUTSOURCING Version 1 3 2 6 3 Product List Click Product List to check if the buyer has activated product list validation for this catalog If product list validation is activated
23. suppliers improve their buyer relationships and get more business Join the cloud For buyers The IBX Procurement Cloud provides centralized access to tools and services to enable your organization to capture procurement spend thru a unified and user friendly channel Learn more about the IBX Procurement Cloud and how to leverage the power of the cloud for your organization learn more For suppliers The IBX Procurement Cloud offers suppliers a netword to easily connect with buying organizations and to establish a powerful sales channel Self service tools and add on services simplify the process from order to invoice Do more business in the cloud learn more What s new Is this your first visit to the new IBX On Demand Platform Jan 3rd 2012 In order to be able to login with your old username and password you will have to retrieve a new password Click on the Forgot password link above and enter your username organisation id and email in order to have the password emailed to you Please note that the email address will have to be the same address as the one associated with the account If you do not receive your password within 30 minutes please contact IBX Service Desk support ibxplatform com so they can support you to update your settings Figure 1 Login Language ENGLISH Not logged in Log in User Organization Password Forgot password LOG IH Support We are happy to assist
24. then uploading of products other than the product list is not possible The buyer has an option to remove the additional products automatically from the catalog The product list validation can be checked in the error report History amp Status Settings Product List Messages Automated Upload Validation type Disabled Figure 24 Catalog Details Product List 2 6 4 Messages Messages are created in Messages section A Message Board is a communication medium between buyers and suppliers History amp Status Settings Product List Messages Automated Upload Mapping Configuration CREATE NEW SUBJECT Subject Posts Last post Hello A 4 by IBX Service Desk 1 REPLY eR by IBX Service Desk 1 Lieferanteninformationen 2011 05 27 Lieferanteninformationen on 2012 04 24 Figure 25 Catalog Details Messages Click Create new subject to create a subject Fill the Subject select the Receivers type and enter the Message Select Notify receivers by e mail checkbox to enable email notification Click Send message button po Im p History amp Status Settings Product List Messages Automated Upload Mapping Configuration Create new subject Subject Receivers e Internal C Internal and external Message Hotify receivers by e mail M SEND MESSAGE CANCEL Figure 26 Catalog Details Message Board Click Reply button to reply to a message Enter Response and click Post response button www ibxgroup com IB
25. to upload the catalog WORK LIST 5 MY CATALOGS SUPPLEMENTAL FILES PROFILE Upload catalog Catalog ID Catalog Name Description Catalog Type Buyer Version NO 3M NO HELSESO NO 1 NO 3M NO HELSESO NO 1 NO 3M NO HELSESO NO 1 Product Price Helse S r st RHF 7 Step1 Configure catalogs settings Valid From Es Automatic publishing v Input Format Excel IBX Standard Excel Import v Input File Browse Step2 Select Supplemental Files If the catalog contains references to images or attachments that have not been uploaded before please upload them below Catalog supplemental file or archive Browse Catalog supplemental file or archive Browse Catalog supplemental file or archive Browse UPLOAD Figure 12 Upload Catalog step 2 Save time by using the multi upload function to upload a single set of files for several catalogs Under My Catalogs tab select the desired catalogs and click Upload selected catalogs button The catalog attachments are uploaded to all the selected catalogs at the same time www ibxgroup com IBX Business Documents 14 2010 Capgemini All rights reserved Content Workbench Supplier af Capgemini CONSULTING TECHNOLOGY OUTSOURCING Version 1 3 NOTE The check box will be inactive if the previous catalog version is waiting for action 2 3 1 View Progress For details on the upload progress check the process report NOTE The view progress report is only available till the
26. uration ut file that IBX Catalogue Fields marked with an asterisk Mapping Preview olumns Currency IBX CAI UNSPSC Lot size Min Order Qty My Price My Product Description Lead Time My Product Name My PPP File Columns UNSPSC LotSize MinimumOrderQuantity Price ProductDescription LeadTime ProductName Ven Assignments 20101604 1 1 10 MyProdDesaiption 1 MyProdName 1 1 30101804 1 1 10 MyProdDesaiption 1 MyProdName2 2 4 m Qty t Description LeadTime ProductName VendorProductNo Currency Uni Figure 21 Catalog Details Mapping Configuration Preview Mapping Configuration After you have created the Mapping Configuration you will be able to update the catalog as described above in Chapter 2 3 Upload Catalog NOTE When you create a Mapping Configuration you have to assign columns in your input file to all IBX Columns that are mandatory VendorProductNo Product Name Product Description Unit Lead Time Classification UNSPC eClass Minimum Ordered Quantity Lot Size Price Currency These IBX Columns are marked with an asterisk in the list box and in the mappings list NOTE Excel 2003 2010 files can be used as input files www ibxgroup com IBX Business Documents 20 2010 Capgemini All rights reserved Version 1 3 Content Workbench Supplier gt Capgemini NOTE Only the first sheet of an uploaded Excel input file will be read by the system dat
27. you Our Service Desk team is available to answer your questions and support you in using our applications and services You can reach us via email at support ibxplatform com or via one of our toll free phone numbers Denmark 808 89 961 Finland 0800 114 671 Germany 0800 181 1539 Norway 800 167 57 Sweden 020 313 200 UK 080 8234 9169 USA 866 823 6518 or call International Not Toll free 46 8 5534 6000 4 After a successful login Home page is displayed on the screen The hyperlink under Administration redirects you to the module that allows you performing admnistrattive and profile configuration tasks 5 Click Manage Catalogues link under What do you want to do section to open the Content Workbench to manage catalogs www ibxgroup com 2010 Capgemini All rights reserved IBX Business Documents 4 af Capgemini CONSULTING TECHNOLOGY OUTSOURCING Procurement Cloud Welcome Supplier Content Management What do you want to do Need support G Manage catalogues We are happy to assist you Content Workbench Our Service Desk team si available to answer your questions and support you in using our applications and services You can reach us via email at support ibxplatform com or via one of our toll free phone numbers Administration Denmark 808 89 961 Finland 0800 114 671 Germany 0800 181 1539 Norway 800 167 57 Wi Maintain Profile and Password Sweden 020 313 200 United Kingdom 080 8234 9169 USA 866
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