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Agile Product Lifecycle Management Product Cost Management User Guide
Release 9.3.6
E71147-01
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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Introduction
1.1
Overview of the Agile PLM Suite
1.2
What is Product Cost Management
1.2.1
Commodity and Supplier Leveraging
1.2.2
Co-Sourcing and Reprice Management
1.2.3
Design for Cost and Supply
1.2.4
New Business Acquisition
1.3
Agile Client Applications
1.4
Licenses
1.5
Item Master and Sourcing Projects
1.6
Understanding Ship To Locations
1.7
Searching Agile Objects
1.8
Working with Customers, Suppliers, and Partners
1.9
Top PCM User Tasks
1.10
What's New in PCM
1.10.1
New features in PCM 9.3.6
1.10.2
New features in PCM 9.3.5
1.10.3
New features in PCM 9.3.4
1.10.4
New features in PCM 9.3.3
1.10.5
New features in PCM 9.3.2
1.10.6
New features in PCM 9.3.1
1.10.7
New features in PCM 9.3
1.10.7.1
UI Enhancements
1.10.7.2
UI Enhancements for Sourcing Projects
1.10.7.3
UI Enhancements in RFQs and RFQ Responses
1.10.7.4
UI Enhancements in Prices and Price Change Orders
1.10.7.5
Events in PCM
2
Working with Sourcing Projects
2.1
About Sourcing Projects
2.1.1
Project Lifecycle Phases
2.2
Creating a New Sourcing Project
2.2.1
Using the Project Creation Dialog
2.2.1.1
Creating a Project
2.2.1.2
Entering Sourcing Project Information
2.2.1.3
Adding Items to the Project
2.2.1.4
Adding Attachments to the Project
2.2.2
Quick Step from an Item
2.2.3
Specifying the Price Scenario
2.2.3.1
Quantity Break Example
2.2.3.2
Effectivity Period Examples
2.2.4
Dates for Price Periods
2.2.5
Creating a Project Using Save As
2.3
Sharing a Project with Other Users
2.4
BOM Filtering
2.4.1
Adding BOM Components with Filters
2.4.2
BOM Filter Examples
2.4.2.1
Example 1: No Filter Applied
2.4.2.2
Example 2: Apply a BOM Filter to exclude unwanted components
2.4.2.3
Example 3: Apply a BOM Filter to exclude unwanted components
2.5
Configuring Project Tabs
2.5.1
Configuring the Display of a Project Tab
2.6
Filtering Project Data
2.7
Adding Items to a Project
2.7.1
Adding Items with Filters
2.7.2
Importing Item Data from a Spreadsheet
2.8
Creating Items to Add to a Project
2.9
Selecting Data to Share with Suppliers
2.10
Requesting and Requiring Data from Suppliers
2.11
Updating Project Content from the Item Master
2.12
Modifying Price Scenarios
2.13
Quickstep to Costed BOM
2.14
Other Project Actions
3
Managing Project Items
3.1
About Project Items
3.2
Managing Project Items
3.2.1
Adding Existing Items to a Project
3.2.2
Creating New Items in a Project
3.2.3
Importing Items into a Project
3.2.4
Exporting Items from a Project
3.2.5
Editing Item Information
3.2.6
Modifying Item Quantities
3.2.7
Editing Quantity Per Assembly (QPA)
3.2.8
Updating Project Item Information
3.2.9
Calculating Item Quantities
3.2.10
Viewing Item Information
3.2.11
Deleting Items from a Project
3.3
Quote As and Cost Attributes
3.4
Expanding an Assembly
3.5
Managing Partner Information for Items
3.5.1
Adding Partners to Project Items
3.5.2
Removing Partners from Project Items
4
Project AMLs
4.1
About Project AMLs
4.1.1
Show or Hide AML
4.2
Editing Item Attributes
4.2.1
Bulk Editing
4.3
Filtering AML Data
4.4
Adding an AML to an Item
4.5
Importing AML Data
4.6
Retrieving AML Data from the Item Master
4.6.1
Deleting an AML Row
4.7
Validating Manufacturer Names
4.8
Validating Manufacturer Part Numbers
4.9
Setting the Target Price
4.10
Updating Target Prices in RFQs
4.11
Publishing Items and Manufacturer Parts
5
Analyzing Project Data
5.1
Analyzing Project Data
5.1.1
Completing Non-Analysis Tasks on the Analysis Tab
5.2
Filtering Project Data
5.2.1
Filtering Published Prices
5.3
Understanding Costed BOM Comparisons
5.3.1
Viewing Costed BOM Comparisons
5.3.2
Exporting a Costed BOM
5.4
Viewing Non-Material Cost Comparisons
5.5
Understanding PCM Analysis Reports
5.5.1
Use Case Scenarios
5.5.2
Generating Analysis Reports
5.5.2.1
Running the Assembly Cost Report
5.5.2.2
Running the Cost Pareto Report
5.5.2.3
Running the Sourcing Exceptions Report
5.5.2.4
Running the Unit Cost Comparison Report
5.6
Setting the Best Response for an Item
5.7
Removing Responses
5.8
Removing Items
5.9
Applying Price Adders to Responses
5.10
Looking Up Price Information
5.10.1
Looking Up Contracts, Published Prices, or Quote Histories
5.10.2
Looking Up Partner Pricing
5.10.2.1
Price Lookup Precedence
5.10.3
Looking Up Prices From a Sourcing Project
5.10.4
Publishing Prices for Items and Manufacturer Parts
5.10.4.1
Publishing Rolled Up Material Costs for Assemblies
5.10.4.2
Price Publishing Process
5.10.5
Converting Currency Values
5.10.5.1
Viewing Responses in the Normalized Currency
5.10.5.2
Viewing Responses in the Original Currency
5.10.5.3
Refreshing Currency Conversion Rates
5.10.6
Exporting Price Information from a Project
5.10.7
Bulk Editing
6
Requests for Quotes (RFQs)
6.1
About RFQs
6.2
RFQ Terminology
6.3
RFQ Terms and Conditions
6.3.1
Configuring RFQ Terms & Conditions in Agile Java Client
6.3.2
Buyer Side RFQ Terms and Conditions Set Up
6.3.3
Supplier View
6.4
RFQ Process Flow
6.4.1
How RFQ Responses and Response Lines are Determined
6.4.2
RFQ Tasks
6.4.3
RFQ Status
6.5
Creating Request for Quote
6.5.1
Part Addition Rule
6.5.2
Dissemination Methods
6.5.2.1
Example - Dissemination by Manufacturer
6.5.2.2
Example - Dissemination by Commodity
6.5.3
Routing RFQs
6.5.4
Adding Items to an RFQ
6.5.5
Assigning Suppliers and Partners
6.5.5.1
Calculating Quantities for Partner Splits
6.5.6
Updating Target Prices of Items
6.5.6.1
Project-Level Update
6.5.6.2
RFQ-Level Update
6.5.7
Deleting Items from RFQs
6.5.8
Sending RFQs
6.5.8.1
Sending RFQs by Changing the Status
6.5.8.2
Sending Line Items in RFQs
6.5.8.3
Exporting RFQs for Non-Web Suppliers
6.6
Working with RFQs
6.6.1
Finding RFQs
6.6.2
Viewing RFQs
6.6.3
Changing the RFQ Status
6.6.4
Deleting RFQs
6.6.5
Viewing RFQ Changes
6.6.5.1
Viewing RFQ History
6.6.6
Working with RFQ Responses
6.6.6.1
Filtering RFQ Responses
6.6.6.2
Assigning Suppliers
6.6.6.3
Assigning Suppliers Manually
6.6.6.4
Assigning Suppliers at AML Level
6.6.6.5
Auto-Assigning Suppliers
6.6.6.6
Expediting RFQ Responses
6.6.6.7
Importing Responses from Non-Web Suppliers
6.6.6.8
Viewing Responses in Different Currencies
6.6.6.9
Looking Up Price Information
6.6.7
Editing Responses
6.6.7.1
Response Entry Form
6.6.7.2
Setting Response Lines as Pre-Quoted
6.6.7.3
Requesting Requotes
6.6.7.4
Viewing Requote Status
6.6.8
Sharing an RFQ With Other Users
7
Managing Customers, Commodities, and Suppliers
7.1
Collaborating with External Organizations
7.1.1
Before You Begin
7.2
Roles Required to Manage Customers and Suppliers
7.3
Managing Customers
7.3.1
Creating a Customer
7.3.2
Customer Fields and Attributes
7.3.3
Editing a Customer
7.4
Creating Commodities
7.4.1
Commodity Tabs
7.4.2
Associating Items with Commodities
7.5
Managing Suppliers
7.5.1
Supplier Types
7.5.2
Partners and Suppliers
7.5.3
Supplier Lifecycle Phases
7.5.4
Creating a Supplier
7.5.4.1
Supplier Fields and Attributes
7.5.4.2
Buttons on the General Info tab
7.5.5
Supplier Identification
7.5.6
Adding Contact Users
7.5.7
Creating and Modifying RFx Routing Rules
7.5.8
Defining Manufacturer and Commodity Offerings
7.5.8.1
Creating a New Manufacturer Offering
7.5.8.2
Creating a New Commodity Offering
7.5.8.3
Updating Manufacturer and Commodity Ratings
7.6
Working with the PSRs Tab
8
Changes, Discussions, and Attachments
8.1
Item and Response Changes
8.2
Discussions
8.2.1
Adding Discussions
8.2.2
Replying to Discussions
8.2.3
Removing Discussions
8.3
Attachments
8.3.1
Project Objects that Can Have Attachments
8.3.2
Working with Attachments
8.3.3
Viewing Attachments
9
Managing Price Information
9.1
About Contract Management
9.2
Pricing Overview
9.2.1
Objects in Price Routines
9.2.1.1
Prices
9.2.1.2
Price Lines
9.2.1.3
Price Change Orders (PCOs)
9.2.2
Associated Roles and Privileges
9.2.3
Price Types
9.3
Managing Price Information
9.3.1
Accessing Price Information
9.3.2
Price Fields
9.3.3
Creating Prices
9.3.4
Price Page Tabs
9.4
Managing Price Lines
9.4.1
Creating Price Lines
9.4.2
Modifying Price Lines
9.4.3
Removing Price Line Information
9.4.4
Importing Price Lines
10
Price Change Orders
10.1
About Price Change Orders
10.1.1
Managing PCOs
10.1.1.1
Creating PCOs
10.1.1.2
Cover Page Tab
10.1.1.3
Affected Prices Tab
10.1.1.4
Adding Price Objects to PCOs
10.1.1.5
Applying the Effective Date
10.1.1.6
Workflows
10.1.1.7
Adding Relationships
10.1.1.8
Applying Relationship Rules
10.1.2
Redlining Price Information
10.1.2.1
Deleting Price Lines in Redlining Mode
A
PCM Use Cases
A.1
New Product Introduction
A.2
Reprice Management
A.3
Design for Cost and Supply
A.4
Commodity Management
B
Configuring Product Cost Management
B.1
Product Cost Management Configuration Checklist
B.2
Ship To Location
B.3
Configuring SmartRules For PCM
B.4
Product Cost Management Roles
B.5
RFQ Terms and Conditions
B.5.1
Configuring the RFQ Terms and Conditions Node
B.5.2
Setting and Storing the RFQ Terms & Conditions Content
B.5.3
Making the Attribute visible in Sourcing Project class
B.5.4
Making the Attribute Visible in Requests for Quote Class
B.5.5
Bid Decision attribute in RFQ Responses
B.5.6
Adding criteria to Modify My Sourcing Project privilege
B.5.7
Adding Criteria to Read RFQs Privilege in Sourcing Project Manager Role
B.5.8
Adding Criteria to Read Privilege
B.6
Configuring Product Cost Management Classes
B.6.1
Disabling Flex Fields
B.6.2
Tips for Configuring Flex Fields
B.6.3
Pulling Data from Item Master Flex Fields into Sourcing Projects
B.6.3.1
Example: Mapping Sourcing Project Flex Fields to Item Master Flex Fields
B.6.4
Pushing Price Flex Fields from Sourcing Projects into the Item Master
B.6.5
Price Adders
B.6.5.1
Configuring Material Price Adders
B.6.5.2
Non-Material Adders
B.6.5.3
Example: Enabling a Labor Cost Per Unit Field
B.6.6
Pushing Response Flex Fields from Project-Analysis into Published Prices & Quote Histories
B.6.6.1
Pushing Data in Flex Fields from Sourcing Project to Item Master
B.6.6.2
Example: Mapping a Response Flex Field
B.7
Configuring BOM Filters
B.7.1
Setting up Names of BOM Filters
B.8
Configuring Preferences for PCM
B.9
Managing Events in PCM
C
Deleting Agile Objects
C.1
Soft-Deleting an Object
C.2
Undeleting an Object
C.3
Hard-Deleting an Object
C.4
Notes about Deleting Specific Agile Object Types
C.4.1
Notes about Deleting Item Objects
C.4.2
Notes about Deleting Change Objects
C.4.3
Notes about Deleting Transfer Order Objects
C.4.4
Notes about Deleting PSR or QCR Objects
C.4.5
Notes about Deleting Sourcing Project, RFQ and RFQ Response Objects
C.4.6
Notes about Deleting Package Objects
C.4.7
Notes about Deleting Manufacturer Objects
C.4.8
Notes about Deleting Site Objects
C.4.9
Notes about Deleting User Objects
C.4.10
Notes about Deleting User Group Objects
C.4.11
Notes about Deleting PG&C Objects
Glossary
