Factory Evaluation (FE) for MR

¾ Factory Evaluation Master

¾ Factory Evaluation Request

Create Date: 28 May 2008 Prepared by : ITS – TCS

1
Modified Date: 27 June 2008 Version 2.0

Today's Session
¾ Purpose:
Learn about the Factory Evaluation in XTS5

¾ Topics:
Today’s Session
¾ General Factory Evaluation (FE) Workflow
¾ Search Factory Evaluation Master records
‰ _____________

¾ Request New Factory Code ‰ _____________

¾ Create Factory Evaluation Master ‰ _____________
¾ Search Factory Evaluation Request records ‰ _____________
¾ Create Factory Evaluation Request
¾ Factory Evaluation Request Acceptance
¾ Resubmit Factory Evaluation Request

2
 Main Menu of XTS5
¾ Factory Evaluation (FE) is a process to control which Factories can be used in
creating Cases.
It can be found under:
QA & Compliance Î Factory Evaluation

It is comprised of:
¾ Factory Evaluation Master
¾ Factory Evaluation Request
¾ Factory Evaluation Request Acceptance

Supplier Code
Merchandiser [Factory Code] Request
(if required)
Create Case

If Level 1 FE is required, the BR Create Factory

Business Registration must be Create Factory Resubmit
Evaluation Request
upload to FE Master, and SAF Evaluation Master
Short Audit Form can either
upload SAF paper form to XTS /
submit SAF via MQC.
No Yes
General Factory Evaluation Process

Manager

Factory
Evaluation
Request
Acceptance

MOVC – Enter Customer For FE Level 2 / Level 3 is required:

Vendor Compliance Group Information
Passing all Checkpoints No
& Plan Delivery Date <
Approval Expiry Date?

Compare Processed FE Enter Factory

Checkpoints of Yes ‐Scheduling Evaluation
Customer Group the Customer ‐Auditing Result
Information Requirement FER Auto Approve

4
 XTS – Factory Evaluation
Master

Factory Evaluation Master

¾ Merchandiser inputs all the basic information of a factory.
¾ MOVC inputs the Factory inspection results and details of the factory.

GoTo: QA & Compliance Î Factory Evaluation Î Factory Evaluation Master

Double click on the

Factory Evaluation Master.

6
 Search Factory Evaluation Master
¾ Find existing Factory Evaluation (FE) Master records in XTS5 under:
QA & Compliance Î Factory Evaluation Î Factory Evaluation Master

Enter the Factory code /

Factory name to search.
If no records found, you
need to create a new factory
code.

Create Factory Evaluation Master

¾ If the Factory already has a profile in the Supplier Maintenance, it can be searched
in the Factory Evaluation (FE) Master.
Then select the Factory and click the Edit button.
¾ If not, you need to submit a “Supplier Code Request”.

Click “New Code” button

Select the Factory code and
to submit “Supplier Code
Request” for new factory click Edit button

8
 Create Factory Evaluation Master
¾ The merchandiser needs to
input the data into the
Production Country and “Gen
Info” & “Gen Info (con’t)” pages.

Create Factory Evaluation Master

¾ In Gen Info page, All data fields MUST be input.

¾ If the Production Country is located in CHINA, you

must select the Location (for China Prod. City) also.

This must match the

customer’s requirement

10
 Create Factory Evaluation Master
¾ In Gen Info (con’t) page, the Merchandiser MUST input the Inspection Office.

¾ Click the SAVE button to save the FE Master record.

11

Create Factory Evaluation Master

¾ Merchandiser can use the Attach function to attach the Factory’s Business Registration
(B/R) copy, Short Audit Form (SAF) and/or other supplementary documents in FE
Master.

12
 Factory Evaluation Master – Short Audit Form
¾ Merchandiser can use the View Short Audit Form (SAF) function to view the SAF
details .
¾ Short Audit Form (SAF) can either upload to XTS / submit SAF via MQC.
Click “View Short
Audit Form” button.

Select the SAF record

and click “View Detail”.

13

Factory Evaluation Master – Short Audit Form

¾ Short Audit Form (SAF) details show on the pop‐up window.

Short Audit Form” show

on the pop‐up window.

14
 XTS – Factory Evaluation
Request

15

Factory Evaluation Request

¾ A Factory Evaluation Request (FER) must be submitted if Merchandisers wants to
use a factory the Customer has not used before, to create CASE.
¾ An FER is created to define which factories can be used with which Customer
under your Division.
¾ It may require a Factory Evaluation Request Acceptance from the Managers
(Grade 2/above) if the factory is new to the division.
¾ The System will process the FER to check if the Factory meets the Customer's
requirements.

GoTo: QA & Compliance Î Factory Evaluation Î Factory Evaluation Request

Double click on the

Factory Evaluation Request.

16
Search Factory Evaluation Request
¾ Find existing Factory Evaluation (FE) Master records in XTS5 under:
QA & Compliance Î Factory Evaluation Î Factory Evaluation Request

Enter the Factory code /

Factory name to search.
If no records found, you
need to create a Factory
Evaluation Request

17

Search Factory Evaluation Request

¾ Find existing Factory Evaluation (FE) Master records in XTS5 under:
QA & Compliance Î Factory Evaluation Î Factory Evaluation Request

The existing FE Request

records search result, you
need see the status here

18
 Create Factory Evaluation Request
¾ On the FE Master page, highlight the Factory record, and click the ”FE Reqt”
button.
¾ Or, double click on the Factory Evaluation Request in the Main Menu of XTS5, then
click Insert button.

Highlight the Factory and click the “FE

Reqt” button, to create an FE Request.

19

Create Factory Evaluation Request

¾ The Merchandiser must input the
Factory Code & Customer Code to
create a Factory Evaluation
Request.
(If the factory is OPA Factory then input
the OPA Factory code also)

20
Create Factory Evaluation Request
The Merchandiser needs to input
all the data and including the
Parent Supplier, then click SAVE
button to submit the FE Request

21

Create Factory Evaluation Request

Save Successful.

If your Division setting

needs G2/G1 for approval
, the status will change to
“Pending for G2/G1
approval” after save.

22
Create Factory Evaluation Request
If your division does not
need G2/G1 approval,
the status will change to
“Approved” after save.

23

XTS – Factory Evaluation

Request Acceptance

24
Factory Evaluation Request Acceptance
¾ Some Divisions require Factory Evaluation Request Acceptance from Managers
(Grade 2 / Grade 1) if the factory is new to the division.

GoTo: QA & Compliance Î

Factory Evaluation Î Factory Evaluation Request Acceptance

Double click on the

Factory Evaluation Request
Acceptance.

25

Factory Evaluation Request Acceptance

Enter the Division code
and other search criteria,
then click OK.

Tick on the selected FE

request(s) then click
“Accept” / “Reject” button.

26
 Re-submit Factory Evaluation Request
¾ There are two situations for re‐submitting a Factory Evaluation Request:
¾ For Failed FE Requests, Merchandiser re‐submit either for re‐evaluation or
special approval.
¾ For expired FE Requests, Merchandiser re‐submit for MOVC to extend the
Factory Approval Expiry Date.

Click the Resubmit button.

27

Re-submit Factory Evaluation Request

¾ Input all the data in the Factory Evaluation Request (FER) and select the resubmit
type; then click the Save button.
Two Options for Re‐submit:
¾ Resubmit for Re‐evaluation
¾ Resubmit for Special Approval

28
Re-submit Factory Evaluation Request

A new record row for the FER

with “Re‐Submit” status will
show on the list.

The status will change to

“Approve” once MOVC approve
and update the FE Master record.

29

Factory Evaluation Approval Status

Click the Eval button to check the
Approval Expiry Date.

The priority for different Expiry Date in FE

Master:

¾ 1st Priority is
Special Approval Expiry Date
UA CATA 1‐JAN‐2010 Catalyst Fashion Manufacturing

¾ 2nd Priority is
Social Compliance Approval Expiry Date
¾ 3rd Priority is FEM –
Approval Expiry Date
1‐NOV‐2009
1‐NOV‐2009

30
 You can check the Approval detail
and/or Special Approval for individual
Factory/Customer/Division under FE
Master.

31

XTS – FE Important Points &

Additional Information

32
New “Remark to FE requester” field in
FE Master

New field in FE Master:

“Remark to FE requester” – will
be included in the email sent to
FE requester.

33

New “Remark to MOVC” field in FE Request

New field in FE Request:

“Remark to MOVC” – will be
included in the email sent to
MOVC.

34
 Different Usage for REMARK fields
“Remark to FE requester” usage:
Should MOVC not approve a factory or if
there is any additional information that
MOVC want to notify the requester
(merchandisers), MOVC should input it in
the "Remark" field. This will be shown in the
email alert sent to FE requester.
“Remark” usage:
It is a display field and automatically
generated by system showing the FE request
status or result.

“Remark to MOVC” usage:

Should requesters (merchandisers) have
special requirements on a request and want
to inform MOVC, they should input it in the
"Remark" field. This will be shown in the
email alert sent to MOVC. 35

Factory Evaluation (FE) Important Points

¾ MOVC Team will enter the Customer FE requirements in the Customer Profile.
¾ Merchandisers will be responsible for obtaining mandatory Business Registration
(B/R) for all factories prior to raising a FE Request.
¾ For Level 1 FE Request, QA/QC will be responsible for conducting Level 1 Short
Audit for all factories prior to raising a FE Request.
¾ Before FE Request is raised, Merchandisers must make sure:
• The Supplier record is approved;
• All mandatory fields in Gen Info and Gen Info (Cont) tab of Factory Evaluation
(FE) Master have been completed.
¾ Definitions of Factory Evaluation Request (FER) status:
Initial Waiting for VC Team to complete evaluation
Pending Pending for Grade 1 / Grade 2 Acceptance
Approve Factory has been approved
FE Request has Failed; merchandiser can resubmit for
Fail
re-evaluation or special approval
Failed FE Request has been resubmitted for re-evaluation
Resubmit
or special approval
Reject Rejected FER Acceptance by MR Grade 1 / Grade 2 36
 FE Important Points & Additional Information
¾ User can attach files related to the factory. According to MOVC, the
recommended file format is PDF.

¾ The Line Type must be specified in FE Master to determine the FE result. The line
type (Softline / Hardline) of the factory must match the customer’s requirement.

¾ The Eval tab is used for storing FE Results and this should be updated by MOVC.

37

Request Level 1 Special Approval (without SAF)

¾ The email of requesting Level 1 Special Approval (w/o SAF), which should be
sent/initiated by MRs
and get their Grade2
approval on top of
this email. Finally this
approved email is
required to be
attached to the
FE master page.

38
39