Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction

• 1.1 Overview
• 1.2 What is Product Cost Management?
• 1.3 Introducing Agile Objects
• 1.4 Sourcing Process
• 1.5 Login Security and Passwords
• 1.6 Discovery and Read Privileges
• 1.7 Viewing, and Working with, Attachments
• 1.8 Searching for Objects
• 1.9 Personalizing PCM Object Tabs
  • 1.9.1 Configuring the display of a tab
  • 1.9.2 Filtering Objects
• 1.10 Numeric Search and Entry Using Special Characters
• 1.11 What's New in PCM
  • 1.11.1 New Features in PCM 9.3.3
  • 1.11.2 New Features in PCM 9.3.2
  • 1.11.3 New Features in PCM 9.3.1
  • 1.11.4 New Features in PCM 9.3
    • 1.11.4.1 UI Enhancements
    • 1.11.4.2 UI Enhancements in RFQ Responses
    • 1.11.4.3 UI Enhancements in Prices and Price Change Orders

2 Managing Your User Profile

• 2.1 Managing Your User Settings
• 2.2 Changing Your User Profile
• 2.3 Changing Your Password
• 2.4 Viewing Sign-off Authority Transfers
• 2.5 RFQ Response Edit Mode
  • 2.5.1 Overview of Basic Edit Mode
  • 2.5.2 Overview of Advanced Wizard Edit Mode
  • 2.5.3 Overview of Advanced Table Edit Mode

3 Managing Supplier Details

• 3.1 Managing Your Supplier Profile
• 3.2 About the Supplier Manager
• 3.3 Viewing Your Supplier Profile
  • 3.3.1 Fields on the General Info Tab
  • 3.3.2 Buttons on the General Info Tab
• 3.4 Managing Contact Users
  • 3.4.1 Creating a Contact User
    • 3.4.1.1 Important Profile Fields
  • 3.4.2 Modifying a Contact User's Information
  • 3.4.3 Changing a Contact User's Password
  • 3.4.4 Deleting a Contact User
• 3.5 Managing RFQ Routing
• 3.6 Changing the Default Recipient
• 3.7 Defining Manufacturer Offerings
  • 3.7.1 Creating a New Manufacturer Offering
  • 3.7.2 Deleting a Manufacturer Offering
  • 3.7.3 Filtering the Manufacturers Tab
• 3.8 Defining Commodity Offerings
  • 3.8.1 Creating a New Commodity Offering
  • 3.8.2 Deleting a Commodity Offering
  • 3.8.3 Filtering the Commodities Tab
• 3.9 Editing Manufacturer and Commodity Offerings

4 Responding to Request for Quotes

• 4.1 Working with RFQ Responses
  • 4.1.1 About the RFQ Response Process Flow
  • 4.1.2 About RFQ Response Lifecycle Phase
  • 4.1.3 RFQ Response Actions
    • 4.1.3.1 Bookmarking RFQ Responses
    • 4.1.3.2 Sending RFQ Responses
    • 4.1.3.3 Forwarding RFQ Responses
    • 4.1.3.4 Authorized Users
• 4.2 Completing RFQ Responses
• 4.3 Using the Responses Tab to Respond to RFQs
  • 4.3.1 Responses Tab
    • 4.3.1.1 Responses Table
    • 4.3.1.2 Responses dropdown Lists
    • 4.3.1.3 Optional Buttons
    • 4.3.1.4 Response Line Lifecycle Status
    • 4.3.1.5 RFQ Price Scenarios
    • 4.3.1.6 Pre-defined Views
    • 4.3.1.7 Entering and Modifying RFQ Response Information
• 4.4 Creating Online Responses
  • 4.4.1 Online Edit Methods
  • 4.4.2 Advanced Table Edit
  • 4.4.3 Advanced Wizard Edit
    • 4.4.3.1 Response Entry Form
  • 4.4.4 Basic Edit
  • 4.4.5 Setting the Expiration Date
  • 4.4.6 Proposing an Alternate Manufacturer Part
  • 4.4.7 Adding an Attachment for an Alternate Part
  • 4.4.8 Deleting Proposed Alternate Parts
  • 4.4.9 Looking up Prices
    • 4.4.9.1 Looking Up Contracts, Published Prices, or Quote Histories
• 4.5 Creating Offline Responses
  • 4.5.1 Exporting RFQ Response Lines
  • 4.5.2 Editing Supplier Response Fields in Exported Supplier Response Files
    • 4.5.2.1 Valid Values for Supplier Response Fields
  • 4.5.3 Importing Previously Exported RFQ Response Files
• 4.6 Viewing BOM Attachments
  • 4.6.1 Costed BOM View
  • 4.6.2 Content BOM View
  • 4.6.3 Assembly Cost Report
  • 4.6.4 Submitting Responses
• 4.7 Reviewing RFQ Response Changes
  • 4.7.1 Reviewing Changes to Response Lines
  • 4.7.2 Changing Submitted Responses
• 4.8 Using Discussions
  • 4.8.1 Adding a Discussion
  • 4.8.2 Replying to a Discussion
  • 4.8.3 Removing Discussions

5 Collaborating on Pricing and Contract Information

• 5.1 About Prices
• 5.2 Creating Prices
  • 5.2.1 General Information Tab
  • 5.2.2 Changes Tab
  • 5.2.3 Price Lines Tab
    • 5.2.3.1 Adding Price Lines
    • 5.2.3.2 Removing Price Lines
    • 5.2.3.3 Editing Price Lines
  • 5.2.4 Price Lifecycle Phases
• 5.3 About Price Change Orders
• 5.4 Creating PCOs
  • 5.4.1 Adding the Current Price Object to an Existing PCO
  • 5.4.2 Cover Page Tab
    • 5.4.2.1 Buttons on the Cover Page Tab
    • 5.4.2.2 Fields on the Cover Page Tab
    • 5.4.2.3 Status on the Cover Page Tab
  • 5.4.3 Affected Prices Tab
    • 5.4.3.1 Adding Prices
    • 5.4.3.2 Auto-populating Effective Date
    • 5.4.3.3 Removing Prices
    • 5.4.3.4 Editing Prices
  • 5.4.4 Creating and Editing Price Redlines
• 5.5 Workflow Tab
  • 5.5.1 Summary Section
  • 5.5.2 Workflow Table
• 5.6 User Action Timestamp