1. E1 Basics Course
Session 1:
Using E1 for the first time

2. E1 Basics Course Scope
E1 training needs survey rolled out to all of Operations
indicated a need for an E1 Basics Course
What Who Why
 Tasks common  New hires who will  Develop E1
across all E1 use E1 as part of competency for
applications such their job function employees in their
as:  Current current roles
● Finding data employees who across Operations
● Modifying will start using E1
records  Standardize what
as part of their job
● Exporting grid function is taught and how
data E1 is used in all
facilities
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3. E1 Basics Course Approach
 Student’s job role in E1 will determine the tasks
that will be used in the second part of the
Course
 Location of where Course is taught will
accommodate shifts
 Students will receive Exercises and a Job Aid
packet
3

4. Course Agenda
Topic / Section Timing
Introductions (Including Agenda / Ground rules) 10 mins
Introducing Pharmavite 10 mins
Understanding Pharmavite’s Operations 30 mins
 Define EnterpriseOne (E1)
 Show Overview of Pharmavite’s Operations
 Show where your Department fits in the Process
 Discuss the Upstream/Downstream Impacts in E1
Basics of Working with E1 60 mins
 Connect to the E1 System
 Navigate the E1 System
 Work with a Program Window
 Customize Grids
Getting Support with E1 5 mins
 Understand Job Aids and QRCs
 Navigate the Phusion site
Close: Questions and Course Evaluation 5 mins
4

5. Ground Rules
 No cell phones / Blackberries / laptops
 Ask Questions and for Clarification
 Return from breaks on time
5

6. Course Agenda
Topic / Section Timing
Introductions (Including Agenda / Ground rules) 10 mins
Introducing Pharmavite 10 mins
Understanding Pharmavite’s Operations 30 mins
 Define EnterpriseOne (E1)
 Show Overview of the Company’s Operations
 Show where your Department fits in the Process
 Discuss the Upstream/Downstream Impacts in E1
Basics of Working with E1 60 mins
 Connect to the E1 System
 Navigate the E1 System
 Work with a Program Window
 Customize Grids
Getting Support with E1 5 mins
 Understand Job Aids and QRCs
 Navigate the Phusion site
Close: Questions and Course Evaluation 5 mins
6

7. Background of Pharmavite LLC
 Established in 1971
 Subsidiary of Otsuka Pharmaceuticals Co., Ltd.
 Major Brands are:
● Nature Made Vitamins: The nation’s number one best-selling
brand of vitamins, minerals, herbs and supplements in the
food, drug, mass and club channels.
● SOYJOY: An all-natural, nutrient-rich snack baked with whole
soy and real fruit.
 Over 800 million in Annual Sales
 ≈ 1100 Employees
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8. Our Locations
Northridge: Corporate Office San Fernando: Manufacturing Valencia B: Unfinished Products
Valencia A: Packaging Valencia Tibbitts: Distribution Valencia Tech: SOYJOY
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9. Course Agenda
Topic / Section Timing
Introductions (Including Agenda / Ground rules) 10 mins
Introducing Pharmavite 10 mins
Understanding Pharmavite’s Operations 30 mins
 Define EnterpriseOne (E1)
 Show Overview of the Company’s Operations
 Show where your Department fits in the Process
 Discuss the Upstream/Downstream Impacts in E1
Basics of Working with E1 60 mins
 Connect to the E1 System
 Navigate the E1 System
 Work with a Program Window
 Customize Grids
Getting Support with E1 5 mins
 Understand Job Aids and QRCs
 Navigate the Phusion site
Close: Questions and Course Evaluation 5 mins
9

10. What is EnterpriseOne (E1)
 Enterprise Resource Planning (ERP) software
● Facilitates the flow of information between all
business functions within the organization
● All financial and operations processes across
Pharmavite are integrated into a single database for
management and reporting purposes
 Owned by Oracle
 Also called JD Edwards (JDE)
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11. A Few Operations Process Definitions
 Raw Material: Material procured from a Supplier (i.e. Vitamin
C powder) to be processed into a tablet or softgel
 Tablet: Compacted and coated powder form of a vitamin or
mineral
 Softgel: Liquid form of a vitamin or mineral inside a gelatin
based shell
 Bulk: Container/tote of manufactured vitamins or minerals in
either tablet or softgel form
 Components: Materials (i.e. Caps and bottles) used to
package Bulk to make Finished Goods
 Finished Goods: Packaged material ready for distribution to
customers
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12. Operations Process Overview
1. How do we know:
 The number of bottles of Vitamin C tablets (Finished Good)
we need to manufacture for our customers?
 The amount of Vitamin C powder (Raw) we need to procure
to make them?
3. What happens to the Vitamin C powder to become Vitamin C tablets
5. How do the bags of Vitamins C tablets become Finished Goods read
7. How do we distribute the Finished Goods to our customers?
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13. Planning and Procurement
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14. Manufacturing
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15. Packaging
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16. Sales Order Processing/Shipping
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17. Impact of Errors in E1…
 Scenario in Manufacturing
● A Blending Operator is directed by the E1 system
to “Putaway” a tote of material onto a specific shelf
in the warehouse.
● The barcode for the location on the shelf is not
readily visible and the Operator accidentally scans
the wrong location into the E1 system after putting
away the material.
 What different business groups are affected
by the error?
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18. Downstream/Upstream Impacts
 Impacts Downstream
● When the Compacting Operator is directed to “Pick” the tote
from the location shown in the E1 system the material will not
be there.
● The Compacting Operator will need to spend time looking for
the tote resulting in production downtime
● The schedule of all processes following (i.e. Coating and
Packaging) and overall Customer Service becomes affected
 Impacts Upstream
● If left uncorrected Production Planning and Direct
Procurement will work from inaccurate inventory information
in the E1 system
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19. Course Agenda
Topic / Section Timing
Introductions (Including Agenda / Ground rules) 10 mins
Introducing Pharmavite 10 mins
Understanding Pharmavite’s Operations 30 mins
 Define EnterpriseOne (E1)
 Show Overview of the Company’s Operations
 Show where your Department fits in the Process
 Discuss the Upstream/Downstream Impacts in E1
Basics of Working with E1 60 mins
 Connect to the E1 System
 Navigate the E1 System
 Work with a Program Window
 Customize Grids
Getting Support with E1 5 mins
 Understand Job Aids and QRCs
 Navigate the Phusion site
Close: Questions and Course Evaluation 5 mins
19

20. E1 Environments
IE Address Bar
E1 Environment Label
 There are several environments in E1. Each has a
different use
● For this lesson we will be using the Training (TR)
environment
● All your work will be done in the Production (PD) environment
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21. Signing In and Signing Out
Signing In Signing Out
 User ID for E1 is the same as  Click Sign Out link in the
Network ID upper right hand corner of the
● First 4 letters of your last E1 screen
name and the first letter of  When you have signed out
your first name properly you will be returned
● Example: John Smith’s User to the E1 Sign In screen
ID will be SMITJ
 Do not close the Internet
 The first time you login your Explorer window until after
password for E1 is your User you have signed out
ID plus “1”
● Example: John Smith’s
default password will be
SMITJ1
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22. Rules for Passwords
 Passwords expires every 60 days
 May not repeat a password until you have used
11 other passwords
 Use at least 6 but no more than 20 characters
 Not case sensitive
 Must contain letters, numbers, and special
characters
● Example: John Smith’s new password DOG123!
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23. Course Agenda
Topic / Section Timing
Introductions (Including Agenda / Ground rules) 10 mins
Introducing Pharmavite 10 mins
Understanding Pharmavite’s Operations 30 mins
 Define EnterpriseOne (E1)
 Show Overview of the Company’s Operations
 Show where your Department fits in the Process
 Discuss the Upstream/Downstream Impacts in E1
Basics of Working with E1 60 mins
 Connect to the E1 System
 Navigate the E1 System
 Work with a Program Window
 Customize Grids
Getting Support with E1 5 mins
 Understand Job Aids and QRCs
 Navigate the Phusion site
Close: Questions and Course Evaluation 5 mins
23

24. Layout of E1 Program Window
Window Title
Exit Buttons
Toolbar
Header Area
QBE Row
Navigation Bar
Grid
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25. E1 Toolbars
A typical toolbar on a search window looks like this:
A typical toolbar on a transaction window looks like this:
 There is one toolbar at the top of the E1 application window
 Unlike Windows, the user has no control over toolbars. E1
selects what buttons are displayed on the toolbar
 Buttons on toolbars will vary by program: the buttons you need
to work in that program are the ones that will display
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26. General Navigation Rules
 Close or Cancel the current screen to
move back to previous one. Do not use
Internet Explorer’s (IE) Back and
Forward buttons or commands
 Use E1’s New Window button to open
up another E1 window, not IE’s File |
New Window command or equivalents
 While signed in to E1, use E1’s Close
or Cancel toolbar buttons not IE’s
Close button
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27. Layout of E1 Menu
Refresh Buttons
Open Applications
Refresh Menu Tree
Refresh Open Applications
Favorites
 Open Applications displays links
to all open applications. Also
contains button to open a second
application window
 Favorites is a user created list of
Task Views links to applications
 Pharmavite Main Menu is a list of
all Pharmavite applications. Click 
to left of folder to display options
Note: Hyperlinks (links) are always underlined and
in lighter blue font. Click to go to applications, etc.
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28. E1 Toolbar Buttons
Use this button To do this
Run a search once you have typed in the parameters on the header
or QBE row
Select the row that you have indicated by checking the box to the
left of the row
Save a newly entered record or save the revisions made to an
existing record
Display a blank revision widow to enter a new record
Copy a record selected by checking the box to the left of the record
Delete a record selected by checking the box to the left of the
record
Exit the window without saving changes: Cancel from a transaction
window; Close from a search window. Returns to E1start screen
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29. Exercise 1
Identify major areas of the E1 Application
1. Sign into E1 TR environment with your assigned E1
Student ID
2. Go to the Change Password screen
3. Navigate to the Address Book Application screen
● Menu Path: Pharmavite Main Menu, Address Book, Daily
Processing, Create AB Only
4. Add the Application to E1 Favorites
5. Click on the Find button
6. Review the sections of the Application Screen
7. Scroll through a large number of fetched records
8. Close the Application
9. Sign out of E1
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30. Course Agenda
Topic / Section Timing
Introductions (Including Agenda / Ground rules) 10 mins
Introducing Pharmavite 10 mins
Understanding Pharmavite’s Operations 30 mins
 Define EnterpriseOne (E1)
 Show Overview of the Company’s Operations
 Show where your Department fits in the Process
 Discuss the Upstream/Downstream Impacts in E1
Basics of Working with E1 60 mins
 Connect to the E1 System
 Navigate the E1 System
 Work with a Program Window
 Customize Grids
Getting Support with E1 5 mins
 Understand Job Aids and QRCs
 Navigate the Phusion site
Close: Questions and Course Evaluation 5 mins
30

31. Customizing a Grid
 Changing the layout and appearance of record grids to simplify
working with records (i.e. data entry or custom reporting)
 Custom grids designed for an inquiry screen cannot be applied
to a data entry screen and visa versa
Mode
Revisio
Option Inquiry n
Which columns are displayed  
Order in which the columns are
displayed  
Text properties (font color, bold,
underline, etc.)  
Background color of column  
How the rows are sorted (sequence)  
31

32. Customizing a Grid: Before
Move Columns
Modify Columns Remove Columns
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33. Customizing a Grid: After
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34. Exercise 2
Customize a Grid so that it is easier to use
 Access the Create AB Only Application from your
Favorites
 Customize your grid as follows
● Enter your Grid Format Name
● Make Alpha Name be the first Column of your Grid
● Remove Columns called Industry Class and Tax ID
● Make the Alpha Name Column background Green
● Make the Alpha Name text White and Bold
● Reduce the Column Width of Alpha Name Column to 90%
● Reduce the Column Width of Long Address Column to 50%
3. Review the Application Screen’s new Grid Format
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35. Course Agenda
Topic / Section Timing
Introductions (Including Agenda / Ground rules) 10 mins
Introducing Pharmavite 10 mins
Understanding Pharmavite’s Operations 30 mins
 Define EnterpriseOne (E1)
 Show Overview of the Company’s Operations
 Show where your Department fits in the Process
 Discuss the Upstream/Downstream Impacts in E1
Basics of Working with E1 60 mins
 Connect to the E1 System
 Navigate the E1 System
 Work with a Program Window
 Customize Grids
Getting Support with E1 5 mins
 Understand Job Aids and QRCs
 Navigate the Phusion site
Close: Questions and Course Evaluation 5 mins
35

36. Information Resources
 Job Aids
● Step by step instructions on how to complete
specific tasks in E1
● Sorted into packets by Business Area and Role
 Quick Reference Cards (QRCs)
● E1 reference information specific to business areas
(i.e. Definitions, codes…etc)
● Instructions for general E1 task (i.e. Printing,
customizing a grid…etc)
 Available on the E1 Intranet site
36

37. PHusion Site
 An intranet repository site for all E1 related Job Aids, Quick
Reference Cards, and training and support materials
URL on Internet
Explorer
Release tab
Business Area
Packets by Job
Role in E1
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38. Questions
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