Identify the Failed Order Lines (FOLs) that you want to check. Go to Root Cause Analysis (RCA) tab and use the available search filters to narrow down the list of FOLs. Planned Delivery Date (PDD) is mandatory (marked with red asterisk). Use the rest of the search options according to your needs.

In the example below, search is done for January 2021. Additionally, a specific supplier has been selected. And also RCA2 = Is Not Null, because we want to check all FOLs for which this supplier has provided his root causes (RCs).

The list of results is shown. If you wish to check RCA1, scroll at the right directly in the FOL grid. You can also show just FOLs with RCA1 by using the search filter RCA1 = Is Not Null.

Check the details window of the first selected FOL, on the right side.

1. First, check the RCA2 (code and comment) provided by the supplier.

2. If you agree with RCA2, select RCA2 Approval Status = Approved. Click Update and... mission accomplished, you can proceed to the next FOL.

3. If you do not agree with RCA2, select RCA2 Approval Status = Rejected. Then enter your own RC under RCA3 and click Update. Mission accomplished.

4. In case you wish to exempt the supplier from Late Delivery (which is the case in our example: PDD 19 January, but GR Date 25 January), set Late Delivered Exclusion Flag = Yes. In this case, GR will be considered as delivered on time. Click Update.

IMPORTANT! For the flag to take effect in Net Performance Calculation, FOL needs to have at least one RC assigned (RCA1, approved RCA2 or RCA3). If this condition is fulfilled, exclusion flag has the most priority in system interpretation. Mission accomplished.

In case you entered comments on specific supplier contracts (under Penalization Contracts), the FOLs falling under those contracts will show an Exception Notification in the top bar of the details pane. By clicking on it, you will be able to quickly see the comment you left in the supplier contract. This works like a reminder for when you check the FOLs.

Supplier might have also uploaded some proof documents regarding the delivery. Those will appear under Uploaded document list. You can download them. A paperclip icon signals the presence of attachments in the detail section of the FOL, so you know to scroll down and view the files.

IMPORTANT! FOLs become “closed”, meaning uneditable, for suppliers as soon as you approve the supplier RCA2 or you enter your RCA3.

If you want to give suppliers the possibility to edit RCA2, you need to mark RCA2 Approval Status = Not Checked, respectively to Remove RCA3. This will make FOLs editable again for suppliers, so they can enter or change their RCA2.