Data Mapping / Warehousing assignment

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supplier_master_data_v8_3.xlsx
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Supplier Attributes

This worksheet contains all the Supplier Company, Supplier Location/Facility and Supplier Contact attributes identified to be included in the Supplier Master database
All the teams feedback has been consolidated into the Change Log column at the end of the worksheet. The response to all feedback has been provided in the Change Log Action column at the end of the worksheet.
Field Name Required / Optional Field Definition Business Rule or Standard Attribute Type Attr Len Change Log Issue Change Log Action
SUPPLIER COMPANY PROFILE
Responsible Company Name O An enterprise,also known as a parent corporation, that is responsible for this Company/Facility. Will be a Droplist field. Character 200 1. Should this attribute be required? Companies are related together in a hierarchical fashion. From a logical perspective, requiring this field means there must be a provided value even when the company is at the top of the hierarchy. 2. EYES length is 100. 3. WSI length is 50. 4. Rona has questioned the "50% ownership" in the business definition. 1. Changed this attribute to Optional from Required. 2. No Change - Since EYES will publish data to the Supplier MDM, the source field length can be smaller than the target field length. 3. No Change to Supplier MDM. The business rules for formating this attribute into a smaller length field will be determined during interface design. 4. Rona, can you provide a more clear definition of this field? It appears that two seperate relationships can exist between comapnies - one relationship to depict ownership between the business entities and another to depict responsibility of one business entity over another. Consequently, two seperate parent attributes will be created.Further discussions will occur in Novermber between Quality leads to determine best way to capture and store these relationships.
Legal Owner Company Name O An enterprise,also known as a parent corporation, that owns more than 50% of this Company/Facility. Will be a Droplist field. Character 200 1. This attribute is being created because it appears that two seperate relationships can exist between comapnies - one relationship to depict ownership between the business entities and another to depict responsibility of one business entity over another. Consequently, two seperate parent attributes will be created.Further discussions will occur in Novermber between Quality leads to determine best way to capture and store these relationships.
Company Name R This is the legal name of the company. * Use legal entity names and spelled out fully, acronyms are placed in brackets at the end of the name w/ no punctuation. * To distinguish a facility name, can use the city within the name, must have a hyphen between facility name and location Character 200 1. WSI lengthis 50. 2. EYES length is 100. 1. No Change to Supplier MDM . The business rules for formating this attribute into a smaller length field will be determined during interface design. 2. No Change to Supplier MDM. Since EYES will publish data to the Supplier MDM, the source field length can be smaller than the target field length.
Company GLN R A Global Location Number (GLN) is a unique and unambiguous number used to identify physical locations or legal entities. The GLN has a 13-digit numeric data structure. For further information on how to allocate a GLN for each location, contact your local GS1 Member Organization. Numeric 13 1. This is a 50 character field in Merllin-Cross Reference drop down list 1. No Change to Supplier MDM. Since Supplier MDM will publish data to Merlin, the source field length can be smaller than the target field length.
Company WSI Number R for Ship-Point Locations that move products to a DC The WorldWide Supplier Information number identifies a trading partner (i.e., Supplier, Distrbutor, Warehouse) used in the WSI system. The WSI system allocates a 5 digit number between the ranges of 10000 and 49999. Currently, the WSI only identifies suppliers that manufacture and move products to McD Restaurants through a D.C. Numeric 5 1.WSI length is 5. 2. Not applicable to all products as I understand, and therefore would not want required. 3.It is important to ensure scope covers "ship points that move provides through a DC, Hub or Forward Warehouse" (U.S.) 1. Changed attribute length to 5. 2. Changed conditional requirement to those ship points that move products through a DC. Suppliers that don't move products through a DC, i.e., uniforms of restaurant furniture, would not require a WSI #. 3. Modified business rule to include this concept.
Legacy Reference Code O Identification scheme used to identify this Supplier Company in a legacy or AoW application system. This supplier could exist in multiple legacy/AoW application systems using different identification schemes. Character 256 1. Attribute added to cross-reference capabilities to all legacy/AoW systems.
Legacy Reference System Name O Identifies the application system referred to by the Legacy Reference Code attribute. This supplier could exist in multiple legacy/AoW application systems using different identification schemes. Character 256 1. Attribute added to cross-reference capabilities to all legacy/AoW systems.
Supplier Status R Indicates the state of the Supplier in terms of whether it has been doing business with McDonald's. Character 1 1. There is a difference between the status of the supplier and the status of the markets where this supplier can do business (i.e., sell to). EYES, Steton and WSI all have a supplier Status code. 1. The Supplier Status attribute has been added to Supplier MDM at just the Supplier Company level. 2. The proposed list of valid values has been provided in a seperate. Request broader team to review and provide feedback.
Party Responsible for Relationship R The Area of the World, Country or Business Area that manages the relationship with the Supplier Company. Will be a Multi-Selection List. Character 50 Quality Systems requires reporting of company and facility information by which business entity or Aow/Market manages them. 1. Merlin and Steton have indicated they need this information. * Merlin leads have decided not to carry this information at the supplier company or supplier facility level because this it is managed at the product spec level. Quality will maintain this attribute in Steton. 2. I need clarification to whether this is AoW or Market or both 3. I need clarification on whether this attribute applies to Supplier Company and/or Supplier Facility. 4. I need confirmation that only one Market/AOW is responsible for managing the relationship. Business area like procurement or marketing can also be valid values.
Supplier Category R Indicates the type of product or service provided to McDonald's Will be a Multi-select field. See Supplier & Facility Category values. Character 50 1. The values do not align to Merlin. 2. Does this attribute apply to the Supplier Company or Supplier Facility or Both? 3.If Both(e.g., Supplier Company is a Food Manufacturer, but a related Supplier Facility is a Warehouse) are there any business rules restricting what values the supplier facility can accept based on the value choosen for its parent company? 1. The Supplier MDM will contain a broader set of supplier categories than used in Merlin. For example, the WSI system will have Distribution Centers as suppliers while Steton will contain Uniform suppliers. 2. Request feedback from the broader group. 3. Request feedback from the broader group.
Product Category R This field is associated with Supplier Category and further categorizes the product or service being offered by the Supplier. Will be a Multi-select field. See Supplier & Product Category values. N/A N/A 1. Will Merlin be using? 1. Remove attribute from Supplier MDM because per Vicki "In MERLIN the product category is derived by linking a supplier facility to a product spec via a sourcing approval. With that said, MERLIN does not need to receive Product Category from the Supplier MDM for food suppliers"
Supplier Since Date R This life cycle event represents the date the first Supplier entered the McDonald's system. It is not affected by the status of the company. Date N/A 1. Clarification: this date doesn't change when changeto the status occurs. For example, it would not reset if the supplier status changes from inactive to approved. 2. Optional in Steton 3. Does it change by status type? 1. Business description was adjusted. 2. No change to Supplier MDM. Request that Intertek begin collecting this data - it is simply the date the Supplier record was created. 3.Once entered, this date will never change.
Supplier Retirement Date Supplier Close Date O This life cycle evet represents the date a supplier left the McDonald's system. For WSI, this represents the supplier close date. Date N/A 1. In WSI this is Close Date 2. If the supplier is closed what should happen to all the supplier's facilities? Should they automatically be closed also? 3. Attribute does not exist in Steton 1. Since there is a difference between when a supplier closes (e.g., it can be reopened) ad when a a supplier retires (e.g., the supplier never reopens because it goes out of business), the name of the attribute has changed based on its intended usage. 2. Ask broader group for feedback. 3.Need to discuss impact with broader group.
Company Business Market Trading Market Areas R Markets the company is approved to do business in. Will be a Multi-Selection List. Describes where the Supplier can do business (i.e. country approved to sell to). Also indicates where the Supplier is "Approved for Use In". In EYES, a Supplier can only be associated to one market. Character 50 1. The original name of the field isn't consistent with the type or usage of the data. 2.Merlin has stated this field is required. However, the question has been asked: is it possible to approve a supplier to do business with McDonald's before knowing what markets they will be selling to? If this field is left as required the implication is a supplier data record can not be created until this information is known. 3. What is the value of logistical supplier types like Distribution Centers, warehouses, hubs...etc.? Should it be required only for Manufacturing locations? 4. Does this attribute apply to the Supplier Company and/or Supplier Facility record? 5. Multi-selection list must align to EYES. 1.Changed attribute name to one more representative of the type of data. 2. Request McD Quality team member feedback. 3.Does this apply to only specific supplier categories? If so, then the business rule should be required for specific supplier categories. Request broader team feedback - should this attribute be required for all supplier categories? 4. Confirm whether this atribute applies to the Supplier Company and/or the just the Supplier Location. If the answer is both then must the values provided at the company level comprise all the values choosen at the supplier facilities? 5. The assumption is that EYES will be a source of all APMEA supplier companies, so the list of countries should align to EYES.
Business Market Status Trading Market Area Status R The current state of the company per Business Market Will be a multi-select field. See Trading Market Status values. Character 80 1. The original name of the field isn't consistent with the type or usage of the data. 2. This value can change over time. It could be France today and Germany could be added tomorrow. This suggests the information isn't master data, but transactional in nature. The impact is that reporting may be incorrect (i.e., master data vs. transactional data). 3. Multi-selection list must align to Merlin. 1.Changed attribute name to one more representative of the type of data. 2. Request broader team feedback: is this attribute master data? This attibute is master data. While it could be defined as transactional, somehow we need AOWs to be able to communicate to itself and to other markets as to the supplier company status. In reality, it will not change that much over the course of a year or a larger block of time. May change a bit in the beginning as we all settle into an open communication mode, but point-of-view is that it will settle down. 3. The values now align to Merlin.
Company Ownership Ethnicity R for US-based companies for use in WSI system Identifies the ethnicity of the company owers. A person's ethnicity refers to cultural factors such as nationality, culture, ancestry, language and beliefs. Will be a Droplist field. See Ethnicity, Minority & Gender values. N/A N/A 1. Clarification: this attribute is required for US Companies for use in the WSI system. 2. Attribute does not exist in Steton 1.Required business rule was adjusted. 2. Need to discuss impact with broader group.
Company Ownership MinorityType R for US-based companies for use in WSI system Identifies whether this company is owned by a minority. Will be a Droplist field. See Ethnicity, Minority & Gender values. N/A N/A 1. Clarification: this attribute is required for US Companies for use in the WSI system. 2. Attribute does not exist in Steton 1.Required business rule was adjusted. 2. Need to discuss impact with broader group.
Company Ownership Gender R for US-based companies for use in WSI system Identifies which gender the companies owner belongs. Will be a Droplist field. See Ethnicity, Minority & Gender values. N/A N/A 1. Clarification: this attribute is required for US Companies for use in the WSI system. 2. Attribute does not exist in Steton 1.Required business rule was adjusted. 2. Need to discuss impact with broader group.
Website O The official website of the Company Character 256
Phone # R The phone number of the company Only the country code (drop the zeros) and area codes with NO hyphens, parenthesis, pluses, periods. May include extensions at the end of number, must insert Ext and then number. Character 25 1. WSI lengthis 15. 2. EYES length is 20 3. Steton length is 25 1. the ITU-T recommendation E.164 for the international telephone network (which most national networks are connected via) specifies that the entire number (including country code, but not including prefixes such as the international calling prefix necessary for dialling out, which varies from country to country, nor including suffixes, such as PBX extension numbers) be at most 15 characters. Call prefixes depend on the caller, not the callee, and thus shouldn't (in many circumstances) be stored with a phone number. If the database stores data for a personal address book (in which case storing the international call prefix makes sense), the longest international prefixes you'd have to deal with (according to Wikipedia) are currently 5 digits, in Finland. As for suffixes, some PBXs support up to 11 digit extensions (again, according to Wikipedia). Since PBX extension numbers are part of a different dialing plan (PBXs are separate from phone companies' exchanges), extension numbers need to be distinguishable from phone numbers, either with a separator character or by storing them in a different column. 1. Changed length to 25 to accomodate largest sized attribute.
Fax # O The fax number of the company Only the country code (drop the zeros) and area codes with NO hyphens, parenthesis, pluses, periods. May include extensions at the end of number, must insert Ext and then number. Character 25 1. WSI lengthis 15. 2. EYES length is 20 3. Steton length is 25 1. See (Phone #) above. Changed length to 25 to accomodate largest sized attribute.
Time Zone O Abbreviation representing the Time Zonein which this Supplier Facility belongs Will be a droplist field of the standard Windows timezones. One of 24 regions or divisions of the globe approximately coinciding with meridians at successive hours from the observatory at Greenwich, England. N/A N/A 1. This attribute exists in Steton, but is not currently being populated. 1. Remove attribute from Supplier MDM.
Daylight Savings Time O Indicates whether Daylight Savings Time is being used at this Supplier Facility. A boolean T/F field. The practice of advancing standard time by one hour in the spring of each year and of setting it back by one hour in the fall in order to gain an extra period of daylight during the early evening. Boolean N/A 1. This attribute exists in Steton, but is not currently being populated. 1. Remove attribute from Supplier MDM.
Physical Address Line 1 R This is the address of the Supplier's physical location Character 100 1. WSI length is 35. 1. No Change to Supplier MDM. The business rules for formating this attribute into a smaller length field will be determined during the interface design.
Physical Address Line 2 O Company Physical Location Street Address Line 2 Chacter 100 1. WSI length is 35. 2. WSI only contains one type of address - there is no distinction between a physical or postal address. Consequently, as a matter of convention the WSI system stores the P.O. Address into either address line 1 or 2. 1. No Change to Supplier MDM. The business rules for formating this attribute into a smaller length field will be determined during the interface design. 2. These business rules will be implemented in the Supplier MDM-to-WSI interface.
Physical Address Line 3 O Company Physical Location Street Address Line 3 Chacter 100 1. WSI length is 35. 2. Address is not large enough to hold longer addresses. Consider for example: Building Room 210, Martin House Street Pauline Avenue Industrial Estate Venture Industrial Estate Road 504 Stokeport Road 1. No Change to Supplier MDM. The business rules for formating this attribute into a smaller length field will be determined during the interface design. 2. Added address Line 3 & 4 for all address types in Supplier Company and Supplier Facility.
Physical Address Line 4 O Company Physical Location Street Address Line 4 Chacter 100
City for Physical Location R The city of the Company's Physical Location Character 100 1. WSI length is 29. 2. Steton length is 100 1.Changed length to 100. The business rules for formating this attribute into a smaller length field will be determined during the interface design.
State or Province for Physical Location O The state or province of the Company's Physical Location Will be a Droplist field. Character 2 1. Is droplist feasible with all the states\provinces in each country WW? 1. This issue applies more to UI design than database design.
Postal Code for Physical Location O The postal code of the Company's Physical Location Character 15 1. WSI lengthis 15. 2. EYES length is 10 3. Steton length is 15 1. Changed length to 15 because the longest international postal currently is 9 characters. 2. The business rules for formating this attribute into a smaller length field will be determined during the interface design.
Country for Physcial Location R The country of the Company's Physical Location Will be a Droplist field. The country name and associated reference code are based on ISO standards. Character 50 1. WSI length is 25. 2. EYES length is 30. 1. Changed length to 50 because the longest ISO country name currently is: South Georgia and the South Sandwich Islands, which is 44 characters. 2. Further discussion is necessary to determine how to consistently format attribute into a smaller sized field when the applicable interface is developed.
Country Subdivision Code for Physical Location O Code representing the Subdivision of a Country. Similar to US State or Canadian Province this code allows for other subdivisions like British Counties, French Departments and German Länders. Will be a Droplist field. UN/Locode is a geographic coding scheme developed andmaintained by the United Nations Economic Commission for Europe that assigns standard codes to locations used in trade and transport. http://www.unece.org/cefact/locode/welcome.html Character 3 1. Added attribute to accommodate and align with international standards.
Postal Address Line 1 O This is the main Supplier address used for all mail correspondance Character 100
Postal Address Line 2 O Company Postal Location Street Address Line 2 Chacter 100
Postal Address Line 3 O Company Postal Location Street Address Line 3 Chacter 100
Postal Address Line 4 O Company Postal Location Street Address Line 4 Chacter 100
City for Postal Location O The city of the Company's Postal Address Character 100 1. Steton length is 100. 1.Changed length to 100. The business rules for formating this attribute into a smaller length field will be determined during the interface design.
State or Province for Postal Location O The state or province of the Company's Postal Address Will be a Droplist field. Character 2 1. Is droplist feasible with all the states\provinces in each country WW? 1. This issue applies more to UI design than database design.
Postal Code for Postal Location O The postal code of the Company's Postal Address Character 15 Steton length is 15. 1. Changed length to 15 because the longest international postal currently is 9 characters.
Country for Postal Location O The country of the Company's Postal Address Will be a Droplist field. The country name and associated reference code are based on ISO standards. Character 50 1. Changed length to 50 because the longest ISO country name currently is: South Georgia and the South Sandwich Islands, which is 44 characters.
Country Subdivision Code for Postal Location O Code representing the Subdivision of a Country. Similar to US State or Canadian Province this code allows for other subdivisions like British Counties, French Departments and German Länders. Will be a Droplist field. UN/Locode is a geographic coding scheme developed andmaintained by the United Nations Economic Commission for Europe that assigns standard codes to locations used in trade and transport. http://www.unece.org/cefact/locode/welcome.html Character 3 1. Added attribute to accommodate and align with international standards.
Billing Address Line 1 O This is the Supplier address used for all invoices and billing Character 100
Billing Address Line 2 O Company Billing Address Line 2 Chacter 100
Billing Address Line 3 O Company Billing Address Line 3 Chacter 100
Billing Address Line 4 O Company Billing Address Line 4 Chacter 100
City for Billing Location O The city of the Company's Billing Address Character 100 1. Steton length is 100. 1.Changed length to 100. The business rules for formating this attribute into a smaller length field will be determined during the interface design.
State or Province for Billing Location O The state or province of the Company's Billing Address Will be a Droplist field. Character 2 1. Is droplist feasible with all the states\provinces in each country WW? 1. This issue applies more to UI design than database design.
Postal Code for Billing Location O The postal code of the Company's Billing Address Character 15 Steton length is 15. 1. Changed length to 15 because the longest international postal currently is 9 characters.
Country for Billing Location O The country of the Company's Billing Address Will be a Droplist field. The country name and associated reference code are based on ISO standards. Character 50 1. Changed length to 50 because the longest ISO country name currently is: South Georgia and the South Sandwich Islands, which is 44 characters.
Country Subdivision Code for Billing Location O Code representing the Subdivision of a Country. Similar to US State or Canadian Province this code allows for other subdivisions like British Counties, French Departments and German Länders. Will be a Droplist field. UN/Locode is a geographic coding scheme developed andmaintained by the United Nations Economic Commission for Europe that assigns standard codes to locations used in trade and transport. http://www.unece.org/cefact/locode/welcome.html Character 3 1. Added attribute to accommodate and align with international standards.
SUPPLIER FACILITY PROFILE
Responsible Company ame R An enterprise,also known as a parent corporation, that is responsible for this facility. Will be a Droplist field. Character 200 1. This attribute is being created because it appears that two seperate relationships can exist between comapnies - one relationship to depict ownership between the business entities and another to depict responsibility of one business entity over another. Consequently, two seperate parent attributes will be created.Further discussions will occur in Novermber between Quality leads to determine best way to capture and store these relationships. 2. Pending - does this attribute apply to supplier company facility or justjust supplier company?
Legal Owner Company Name R An enterprise,also known as a parent corporatio, that owns more than 50% of this facility. Will be a Droplist field. Supplier facility locations will be grouped together under their parent company. Character 200 1. Should not the link of a Facility be the Parent Company Line 7 NOT the Parent Corporation as per Line 6? 2. EYES length is 100. 3. WSI length is 50. 4. Rona has questioned the "50% ownership" in the business definition. 1. Yes - the value for this attribute should be choosen from the list of Company Names in line 7. I believe the confusion is one of perspective - when facilities are grouped together under a single Supplier Company Name, that Company Name becomes the parent from the perspective of the facility (i.e., companies own/operate facilities). Similarly, companies can also own other companies. The Parent Company Name in line 6 allows for those relationships to be captured. 2. No Change - Since EYES will publish data to the Supplier MDM, the source field length can be smaller than the target field length. 3. No Change to Supplier MDM. The business rules for formating this attribute into a smaller length field will be determined during the interface design. 4. Rona, can you provide a more clear definition of this field? This attribute is being created because it appears that two seperate relationships can exist between comapnies - one relationship to depict ownership between the business entities and another to depict responsibility of one business entity over another. Consequently, two seperate parent attributes will be created.Further discussions will occur in Novermber between Quality leads to determine best way to capture and store these relationships.
Facility Name R This is the legal name of the Facility * Use legal entity names and spelled out fully, acronyms are placed in brackets at the end of the name w/ no punctuation. * To distinguish a facility name, can use the city within the name, must have a hyphen between facility name and location Character 200 1. WSI lengthis 50. 2. EYES length is 50. 1. No Change to Supplier MDM . The business rules for formating this attribute into a smaller length field will be determined during the interface design. 2. No Change - Since EYES will publish data to the Supplier MDM, the source field length can be smaller than the target field length.
Facility GLN R A Global Location Number (GLN) is a unique and unambiguous number used to identify physical locations or legal entities. The GLN has a 13-digit numeric data structure. For further information on how to allocate a GLN for each location, contact your local GS1 Member Organization. Numeric 13 1. This is a 50 character field in Merllin-Cross Reference drop down list 1. No Change to Supplier MDM. Since Supplier MDM will publish data to Merlin, the source field length can be smaller than the target field length.
Facility WSI Number R for Ship-Point Locations that move products to a DC The WorldWide Supplier Information number identifies a trading partner (i.e., Supplier, Distrbutor, Warehouse) used in the WSI system. The WSI system allocates a 5 digit number between the ranges of 10000 and 49999. Numeric 5 1.WSI length is 5. 2. Not applicable to all products as I understand, and therefore would not want required. 1. Changed attribute length to 5. 2. Changed conditional requirement to those ship points that move products through a DC. Suppliers that don't move products through a DC, i.e., uniforms of restaurant furniture, would not require a WSI #.
Legacy Reference Code O Identification scheme used to identify this Supplier Company in a legacy or AoW application system. This supplier could exist in multiple legacy/AoW application systems using different identification schemes. Character 256 1. Attribute added to cross-reference capabilities to all legacy/AoW systems.
Legacy Reference System Name O Identifies the application system referred to by the Legacy Reference Code attribute. This supplier could exist in multiple legacy/AoW application systems using different identification schemes. Character 256 1. Attribute added to cross-reference capabilities to all legacy/AoW systems.
Party Responsible for Relationship R The Area of the World, Country or Business Area that manages the relationship with the Supplier Facility. Will be a Multi-Selection List. Character 50 Quality Systems requires reporting of company and facility information by which market manages them. 1. This attribute has been added to Supplier MDM. 2. Merlin and Steton have indicated they need this information. * Merlin leads have decided not to carry this information at the supplier company or supplier facility level because this it is managed at the product spec level. Quality will maintain this attribute in Steton. 3. I need clarification to whether this is AoW or Market or both 4. I need clarification on whether this attribute applies to Supplier Company and/or Supplier Facility. 5. I need confirmation that only one Market/AOW is responsible for managing the relationship. Business area like procurement or marketing can also be valid values.
Facility Category R Indicates the type of product or service provided to McDonald's Will be a Multi-select field. See Supplier & Facility Category values. Character 50 1. The values do not align to Merlin. 2. Does this attribute apply to the Supplier Company or Supplier Facility or Both? 3.If Both(e.g., Supplier Company is a Food Manufacturer, but a related Supplier Facility is a Warehouse) are there any business rules restricting what values the supplier facility can accept based on the value choosen for its parent company? 4. This field seeks to utilize the same attribute to contain two possible different categorizations - one for the supplier company level and one for the supplier facility level. 1. The Supplier MDM will contain a broader set of supplier categories than used in Merlin. For example, the WSI system will have Distribution Centers as suppliers while Steton will contain Uniform suppliers. 2. Request feedback from the broader group. 3. Request feedback from the broader group. 4. Merlin and SWA have a need to categorize both the supplier company as well as the supplier facility, so having an attrbute at both levels is necessary. However, it is not clear whther the possible values for each attribute are the same. Further discussions will be needed to determine if a signle lookup table can be utilized or whether two seperate lookup tables will be employed.
Product Category R This field is associated with Supplier Category and further categorizes the product or service being offered by the Supplier. Used mainly for reporting purposes. Will be a Multi-select field. See Supplier & Product Category values. N/A N/A 1. Will Merlin be using? 1. Remove attribute from Supplier MDM because per Vicki "In MERLIN the product category is derived by linking a supplier facility to a product spec via a sourcing approval. With that said, MERLIN does not need to receive Product Category from the Supplier MDM for food suppliers"
Facility Since Date R This life cycle event represents the date the Supplier entered the McDonald's system. Date N/A 1. Attribute is OPTIONAL in Steto. 2. Does it change by status type? 3. Can Facility Since Date ever occur before the associated Supplier Since Date? 1. No change to Supplier MDM. Request that Intertek begin collecting this data - it is simply the date the Supplier record was created. 2.Once entered, this date will never change. 3. No, a supplier's facility can never exist within Supplier MDM before the Supplier Since Date of the Parent Company.
Facility Retirement Date Facility Close Date O This life cycle evet represents the date a supplier left the McDonald's system. Date N/A 1. In WSI this is Close Date 2. If the status changed to cause a closed supplier to reopen, the associated attributes should be revalidate. 1. Since there is a difference between when a supplier closes (e.g., it can be reopened) ad when a a supplier retires (e.g., the supplier never reopens because it goes out of business), the name of the attribute has changed based on its intended usage. 2. This feedback applies to any related business approval processes.
Facility Business Market Trading Market Areas R Markets the facility is approved to do business in Will be a Multi-Selection List. Describes where the Supplier can do business (i.e. country approved to sell to). Also indicates where the Supplier is "Approved for Use In". In EYES, a Supplier can only be associated to one market. Character 50 1. The original name of the field isn't consistent with the type or usage of the data. 2.Merlin has stated this field is required. However, the question has been asked: is it possible to approve a supplier to do business with McDonald's before knowing what markets they will be selling to? If this field is left as required the implication is a supplier data record can not be created until this information is known. 3. What is the value of logistical supplier types like Distribution Centers, warehouses, hubs...etc.? Should it be required only for Manufacturing locations? 4. Does this attribute apply to the Supplier Company and/or Supplier Facility record? 5. Multi-selection list must align to EYES. 1.Changed attribute name to one more representative of the type of data. 2. Request McD Quality team member feedback. 3.Does this apply to only specific supplier categories? If so, then the business rule should be required for specific supplier categories. Request broader team feedback - should this attribute be required for all supplier categories? 4. Confirm whether this field applies to the Supplier Company and/or the just the Supplier Location. If the answer is both then must the values provided at the company level comprise all the values choosen at the supplier facilities? 5. The assumption is that EYES will be a source of all APMEA supplier companies, so the list of countries should align to EYES.
Business Market Status Trading Market Area Status R The current state of the facility per Business Market Will be a multi-select field. See Trading Market Status values. Character 80 1. The original name of the field isn't consistent with the type or usage of the data. 2. This value can change over time. It could be France today and Germany could be added tomorrow. This suggests the information isn't master data, but transactional in nature. The impact is that reporting may be incorrect (i.e., master data vs. transactional data). 3. Multi-selection list must align to Merlin. 1.Changed attribute name to one more representative of the type of data. 2. Request broader team feedback: is this attribute master data? 3. The value now align to Merlin.
Facility Ownership Ethnicity R for US-based companies for use in WSI system Identifies the ethnicity of the company owers. A person's ethnicity refers to cultural factors such as nationality, culture, ancestry, language and beliefs. Will be a Droplist field. See Ethnicity, Minority & Gender values. N/A N/A 1. Clarification: this attribute is required for US Companies for use in the WSI system. 2. Attribute does not exist in Steton 1.Required business rule was adjusted. 2. Need to discuss impact with broader group.
Facility Ownership MinorityType R for US-based companies for use in WSI system Identifies whether this company is owned by a minority. Will be a Droplist field. See Ethnicity, Minority & Gender values. N/A N/A 1. Clarification: this attribute is required for US Companies for use in the WSI system. 2. Attribute does not exist in Steton 1.Required business rule was adjusted. 2. Need to discuss impact with broader group.
Facility Ownership Gender R for US-based companies for use in WSI system Identifies which gender the companies owner belongs. Will be a Droplist field. See Ethnicity, Minority & Gender values. N/A N/A 1. Clarification: this attribute is required for US Companies for use in the WSI system. 2. Attribute does not exist in Steton 1.Required business rule was adjusted. 2. Need to discuss impact with broader group.
Website O The official website of the Facility Character 256
Phone # R The phone number of the Facility Only the country code (drop the zeros) and area codes with NO hyphens, parenthesis, pluses, periods. May include extensions at the end of number, must insert Ext and then number. character 25 1. WSI lengthis 15. 2. EYES length is 20 3. Steton length is 25 1. the ITU-T recommendation E.164 for the international telephone network (which most national networks are connected via) specifies that the entire number (including country code, but not including prefixes such as the international calling prefix necessary for dialling out, which varies from country to country, nor including suffixes, such as PBX extension numbers) be at most 15 characters. Call prefixes depend on the caller, not the callee, and thus shouldn't (in many circumstances) be stored with a phone number. If the database stores data for a personal address book (in which case storing the international call prefix makes sense), the longest international prefixes you'd have to deal with (according to Wikipedia) are currently 5 digits, in Finland. As for suffixes, some PBXs support up to 11 digit extensions (again, according to Wikipedia). Since PBX extension numbers are part of a different dialing plan (PBXs are separate from phone companies' exchanges), extension numbers need to be distinguishable from phone numbers, either with a separator character or by storing them in a different column. 1. Changed length to 25 to accomodate largest sized attribute.
Fax # O The fax number of the Facility Only the country code (drop the zeros) and area codes with NO hyphens, parenthesis, pluses, periods. May include extensions at the end of number, must insert Ext and then number. character 25 1. WSI lengthis 15. 2. EYES length is 20 3. Steton length is 25 1. See (Phone #) above. Changed length to 25 to accomodate largest sized attribute.
Time Zone O Abbreviation representing the Time Zonein which this Supplier Facility belongs Will be a droplist field of the standard Windows timezones. One of 24 regions or divisions of the globe approximately coinciding with meridians at successive hours from the observatory at Greenwich, England. N/A N/A 1. This attribute exists in Steton, but is not currently being populated. 1. Remove attribute from Supplier MDM.
Daylight Savings Time O Indicates whether Daylight Savings Time is being used at this Supplier Facility. The practice of advancing standard time by one hour in the spring of each year and of setting it back by one hour in the fall in order to gain an extra period of daylight during the early evening. Boolean N/A 1. This attribute exists in Steton, but is not currently being populated. 1. Remove attribute from Supplier MDM.
Physical Address Line 1 R This is the address of the Supplier's physical location Character 100 1. WSI length is 35. 1. No Change to Supplier MDM. The business rules for formating this attribute into a smaller length field will be determined during the interface design.
Physical Address Line 2 O Supplier Facility's physical location Street Address Line 2 Chacter 100 1. WSI length is 35. 2. WSI only contains one type of address - there is no distinction between a physical or postal address. Consequently, as a matter of convention the WSI system stores the P.O. Address into either address line 1 or 2. 1. No Change to Supplier MDM. The business rules for formating this attribute into a smaller length field will be determined during the interface design. 2. These business rules will be implemented in the Supplier MDM-to-WSI interface.
Physical Address Line 3 O Supplier Facility's physical Location Street Address Line 3 Chacter 100 1. WSI length is 35. 1. No Change to Supplier MDM. The business rules for formating this attribute into a smaller length field will be determined during the interface design.
Physical Address Line 4 O Supplier Facility's physical Location Street Address Line 4 Chacter 100
City for Physical Location R The city of the Supplier Facility's physical location Character 100 1. WSI length is 29. 2. Steton length is 100 1.Changed length to 100. The business rules for formating this attribute into a smaller length field will be determined during the interface design.
State or Province for Physical Location O The state or province of the Supplier Facility's physical location Will be a Droplist field. Character 2 1. Is droplist feasible with all the states\provinces in each country WW? 1. This issue applies more to UI design than database design.
Postal Code for Physical Location O The postal code of the Supplier Facility's physical location Character 15 1. WSI lengthis 15. 2. EYES length is 10 3. Steton length is 15 1. Changed length to 15 because the longest international postal currently is 9 characters. 2. The business rules for formating this attribute into a smaller length field will be determined during the interface design.
Country for Physcial Location R The country of the Supplier Facility's physical location Will be a Droplist field. The country name and associated reference code are based on ISO standards. Character 50 1. WSI length is 25. 2. EYES length is 30. 1. Changed length to 50 because the longest ISO country name currently is: South Georgia and the South Sandwich Islands, which is 44 characters. 2. Further discussion is necessary to determine how to consistently format attribute into a smaller sized field when the applicable interface is developed.
Country Subdivision Code for Physical Location O Code representing the Subdivision of a Country. Similar to US State or Canadian Province this code allows for other subdivisions like British Counties, French Departments and German Länders. Will be a Droplist field. UN/Locode is a geographic coding scheme developed andmaintained by the United Nations Economic Commission for Europe that assigns standard codes to locations used in trade and transport. http://www.unece.org/cefact/locode/welcome.html Character 3 1. Added attribute to accommodate and align with international standards.
Postal Address Line 1 O This is the main Supplier address used for all mail correspondance Character 100
Postal Address Line 2 O Supplier Facility's Postal location Street Address Line 2 Chacter 100
Postal Address Line 3 O Supplier Facility's Postal location Street Address Line 3 Chacter 100
Postal Address Line 4 O Supplier Facility's Postal location Street Address Line 4 Chacter 100
City for Postal Location O The city of the Supplier Facility's Postal location Character 100 1. Steton length is 100. 1.Changed length to 100. The business rules for formating this attribute into a smaller length field will be determined during the interface design.
State or Province for Postal Location O The state or province of the Supplier Facility's Postal location Will be a Droplist field. Character 2 1. Is droplist feasible with all the states\provinces in each country WW? 1. This issue applies more to UI design than database design.
Postal Code for Postal Location O The postal code of the Supplier Facility's Postal location Character 15 Steton length is 15. 1. Changed length to 15 because the longest international postal currently is 9 characters.
Country for Postal Location O The country of the Supplier Facility's Postal location Will be a Droplist field. The country name and associated reference code are based on ISO standards. Character 50 1. Changed length to 50 because the longest ISO country name currently is: South Georgia and the South Sandwich Islands, which is 44 characters.
Country Subdivision Code for Postal Location O Code representing the Subdivision of a Country. Similar to US State or Canadian Province this code allows for other subdivisions like British Counties, French Departments and German Länders. Will be a Droplist field. UN/Locode is a geographic coding scheme developed andmaintained by the United Nations Economic Commission for Europe that assigns standard codes to locations used in trade and transport. http://www.unece.org/cefact/locode/welcome.html Character 3 1. Added attribute to accommodate and align with international standards.
Billing Address Line 1 O This is the Supplier address used for all invoices and billing Character 100
Billing Address Line 2 O Supplier Facility's Billing Address Line 2 Chacter 100
Billing Address Line 3 O Supplier Facility's Billing Address Line 3 Chacter 100
Billing Address Line 4 O Supplier Facility's Billing Address Line 4 Chacter 100
City for Billing Location O The city of the Supplier Facility's Billing Address Character 100 1. Steton length is 100. 1.Changed length to 100. The business rules for formating this attribute into a smaller length field will be determined during the interface design.
State or Province for Billing Location O The state or province of the Supplier Facility's Billing Address Will be a Droplist field. Character 2 1. Is droplist feasible with all the states\provinces in each country WW? 1. This issue applies more to UI design than database design.
Postal Code for Billing Location O The postal code of the Supplier Facility's Billing Address Character 15 Steton length is 15. 1. Changed length to 15 because the longest international postal currently is 9 characters.
Country for Billing Location O The country of the Supplier Facility's Billing Address Will be a Droplist field. The country name and associated reference code are based on ISO standards. Character 50 1. Changed length to 50 because the longest ISO country name currently is: South Georgia and the South Sandwich Islands, which is 44 characters.
Country Subdivision Code for Billing Location O Code representing the Subdivision of a Country. Similar to US State or Canadian Province this code allows for other subdivisions like British Counties, French Departments and German Länders. Will be a Droplist field. UN/Locode is a geographic coding scheme developed andmaintained by the United Nations Economic Commission for Europe that assigns standard codes to locations used in trade and transport. http://www.unece.org/cefact/locode/welcome.html Character 3 1. Added attribute to accommodate and align with international standards.
SUPPLIER CONTACT
Parent Company / Facility Name R Company or facility location where this supplier contact is assigned. Contacts can be associated to either a Supplier Company or a Supplier Facility. Will be a Droplist field. Character 200 1. EYES length is 100. 1. No Change - Since EYES will publish data to the Supplier MDM, the source field length can be smaller than the target field length.
Name Prefix O The prefix of the contact Character 5 1. EYES concatonates name prefix, first name, middle name and last name into one attribute with a combined length of 50. 2. This attribute exists in Steton, but is not currently being populated. 1. The business rules for identifying the Name Prefix from a signle EYES Name attribute will be determined during interface design.
Contact First Name R The first name of the individual Character 100 1. EYES concatonates name prefix, first name, middle name and last name into one attribute with a combined length of 50. 1. The business rules for identifying the Contact First Name from a signle EYES Name attribute will be determined during interface design.
Contact Middle Name O The middle name of the individual Character 100 1. EYES concatonates name prefix, first name, middle name and last name into one attribute with a combined length of 50. 2. This attribute exists in Steton, but is not currently being populated. 1. The business rules for identifying the Contact Middle Name from a signle EYES Name attribute will be determined during interface design.
Contact Last Name R The last name of the individual Character 100 1. EYES concatonates name prefix, first name, middle name and last name into one attribute with a combined length of 50. 2. Steton length is 50 1. The business rules for identifying the Contact Last Name from a signle EYES Name attribute will be determined during interface design.
Contact Type R Indicates the business responsibilities of this contact. Will be a Droplist field. N/A N/A 1. Do not believe we require this field when we have the Contact Category field - potential duplication. 2. Seems to be redundant with Contact Category. 3. Per Rona, "I am a bit confused between contact type and contact category - can you explain?" 1., 2. & 3. Removed attribute from Supllier MDM. The values contained in contact type align with EYES, so will be added to the contact category values.
Contact Category R Describes the individual's role / responsibility their supplier company or supplier facility. A multi-selection list. Same values are listed for a Supplier Company Contact and Facility Contact. Character 60 1. This list is more comphrensive than MERLIN 2 - does not align. 1. Original values were deleted from Supplier MDM because Merlin and Steton agree that their respective contacts are different. Consequently, their contacts will not be condidates for Supplier MDM. Instead, they will be maintained in by their separate business groups within either Merlin or Steton.
Job Title O A description of the individual's responsibility within their company Character 100 1. EYES length is 20. 1. No Change - Since EYES will publish data to the Supplier MDM, the source field length can be smaller than the target field length.
Email Address R Company Email Address of the individual Character 254 1. EYES length is 254. 2. Steton length is 200. 1. Changed length to 254. 2. Supplier MDM will now be able to hold the largest Email Address from Steton.
Phone Number R The phone number of the Supplier Contact Only the country code (drop the zeros) and area codes with NO hyphens, parenthesis, pluses, periods. May include extensions at the end of number, must insert Ext and then number. Character 25 1. EYES length is 20. 2.Steton length is 25. 1. See (Supplier Phone #) above. Changed length to 25 to accomodate largest sized attribute.
Mobile / Pager Number O The cell or pager number of the Supplier Contact Only the country code (drop the zeros) and area codes with NO hyphens, parenthesis, pluses, periods. May include extensions at the end of number, must insert Ext and then number. Character 25 1. I would make this a Required field as most common form of contact is Cell. 2. Steton length is 25. 1. See (Supplier Phone #) above. Changed length to 25 to accomodate largest sized attribute.
Fax O The fax number of the Supplier Contact Only the country code (drop the zeros) and area codes with NO hyphens, parenthesis, pluses, periods. May include extensions at the end of number, must insert Ext and then number. Character 25 1. EYES length is 20. Steton length is 25. 1. See (Supplier Phone #) above. Changed length to 25 to accomodate largest sized attribute.
Address Line 1 R Supplier Contact Street Address Line 1 Character 100
Address Line 2 O Supplier Contact Street Address Line 2 Chacter 100
Address Line 3 O Supplier Contact Street Address Line 3 Chacter 100
Address Line 4 O Supplier Contact Street Address Line 4 Chacter 100
City R The city of the Supplier Contact Address Character 100 1. Steton is 100. 1.Changed length to 100. The business rules for formating this attribute into a smaller length field will be determined during the interface design.
State or Province O The state or province of the Supplier Contact Address Character 2
Postal Code O The postal code of the Supplier Contact Address Character 15 1. Steton length is 15. 1. Changed length to 15 because the longest international postal currently is 9 characters.
Country R The country of the Supplier Contact Address Will be a Droplist field. The country name and associated reference code are based on ISO standards. Character 50 1. Changed length to 50 because the longest ISO country name currently is: South Georgia and the South Sandwich Islands, which is 44 characters.
Country Subdivision Code O Code representing the Subdivision of a Country. Similar to US State or Canadian Province this code allows for other subdivisions like British Counties, French Departments and German Länders. Will be a Droplist field. UN/Locode is a geographic coding scheme developed andmaintained by the United Nations Economic Commission for Europe that assigns standard codes to locations used in trade and transport. http://www.unece.org/cefact/locode/welcome.html Character 3 1. Added attribute to accommodate and align with international standards.
Emergency Contact R Identifies if the individual is an emergency contact for McDonald's Boolean - Y/N

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Missing Attributes

This worksheet contains all the attributed that have been proposed to be added to the Supplier Master database
All the teams feedback has been consolidated into the Change Log column at the end of the worksheet. The response to all feedback has been provided in the Change Log Action column at the end of the worksheet.
SUPPLIER COMPANY PROFILE
Attribute Name Required / Optional Field Definition Business Rule or Standard Attribute Type Attribute Length Change Log Change Log Action Comments
Registration No. Required The legal government company registration number. The legal government company registration no. as detailed in the Business Relationship & Confidentiality Ageement Character\Numberic 12 Aligns with Global legal requirement to have BRA signed with a legally registered company. 1. Supplier attributes eligible for inclusion in Supplier MDM are those that are shared/used between multiple business processes/systems. This attribute will not be included in Supplier MDM because it only has relevance to EYES (where it should be maintained).
AOW Required AOW what AOW the facility is supplying We may not need this for supplier but definitely for facility 1. AOW is a level within the McD global geographic hierarchy and can be determined based on the "Country for Physical Location" attribute. Consequently, there is no need to add this attribute to the Supplier Master Record.
Physical Address Line #3 in WSI Optional We typically use either the 2nd or 3rd address line 1. A third address line will not be added to Supplier MDM. The need by the WSI system for placing the postal address will be resolved within the interface between Supplier MDM and the WSI system.
Party Responsible for Relationship Required The Area of the World or country that manages the relationship with the company N/A N/A Quality Systems requires reporting of company and facility information by which market manages them. 1. This attribute has been added to Supplier MDM. Merlin leads have decided not to carry this information at the supplier company or supplier facility level because this it is managed at the product spec level. Quality will maintain this attribute in Steton. 2. Merlin and Steton have indicated they need this information. 3. I need clarification to whether this is AoW or Market or both 4. I need clarification on whether this attribute applies to Supplier Company and/or Supplier Facility. 5. I need confirmation that only one Market/AOW is responsible for managing the relationship.
Supplier Status Required Indicates the state of the Supplier in terms of whether it has been doing business with McDonald's. Character 1 There is a difference between the status of the supplier and the status of the markets where this supplier can do business (i.e., sell to). EYES, Steton and WSI all have a supplier Status code. 1. The Supplier Status attribute has been added to Supplier MDM. 2. The proposed list of valid values has been provided. Request broader team to review and provide feedback.
UN/Locode Optional Code representing the Subdivision of a Country. Similar to US State or Canadian Province this code allows for other subdivisions like British Counties, French Departments and German Länders. Will be a Droplist field. UN/Locode is a geographic coding scheme developed andmaintained by the United Nations Economic Commission for Europe that assigns standard codes to locations used in trade and transport. http://www.unece.org/cefact/locode/welcome.html Character 3 1. Added attribute to accommodate and align with international standards.
Legacy Reference Code Optional Identification scheme used to identify this Supplier Company in a legacy or AoW application system. This supplier could exist in multiple legacy/AoW application systems using different identification schemes. Character 256 1. Attribute added to cross-reference capabilities to all legacy/AoW systems.
Legacy Reference System Optional Identifies the application system referred to by the Legacy Reference Code attribute. This supplier could exist in multiple legacy/AoW application systems using different identification schemes. Character 256 1. Attribute added to cross-reference capabilities to all legacy/AoW systems.
SUPPLIER FACILITY PROFILE
AOW Required AOW what AOW the facility is supplying We may not need this for supplier but definitely for facility 1. AOW is a level within the McD global geographic hierarchy and can be determined based on the "Country for Physical Location" attribute. Consequently, there is no need to add this attribute to the Supplier Master Record.
Address Line #3 in WSI Optional Assumption is this line is usually only used for PO Box info (and not used well especially if zip code is different than ship address) 1. A third address line will not be added to Supplier MDM. The need by the WSI system for placing the postal address will be resolved within the interface between Supplier MDM and the WSI system.
Party Responsible for Relationship Required The Area of the World or country that manages the relationship with the facility Quality Systems requires reporting of company and facility information by which market manages them. 1. This attribute has been added to Supplier MDM. Merlin leads have decided not to carry this information at the supplier company or supplier facility level because this it is managed at the product spec level. Quality will maintain this attribute in Steton. 2. Merlin and Steton have indicated they need this information. 3. I need clarification to whether this is AoW or Market or both 4. I need clarification on whether this attribute applies to Supplier Company and/or Supplier Facility. 5. I need confirmation that only one Market/AOW is responsible for managing the relationship.
Facility Status Required Indicates the state of the Supplier facility in terms of whether it has been manufacturing products for McDonald's. Character 1 There is a difference between the status of the supplier and the status of the markets where this supplier can do business (i.e., sell to). EYES, Steton and WSI all have a supplier Status code. 1. The Facility Status attribute has been added to Supplier MDM. 2. The proposed list of valid values has been provided. Request broader team to review and provide feedback.
UN/Locode Optional Code representing the Subdivision of a Country. Similar to US State or Canadian Province this code allows for other subdivisions like British Counties, French Departments and German Länders. Will be a Droplist field. UN/Locode is a geographic coding scheme developed andmaintained by the United Nations Economic Commission for Europe that assigns standard codes to locations used in trade and transport. http://www.unece.org/cefact/locode/welcome.html Character 3 1. Added attribute to accommodate and align with international standards.
Legacy Reference Code Optional Identification scheme used to identify this Supplier Company in a legacy or AoW application system. This supplier could exist in multiple legacy/AoW application systems using different identification schemes. Character 256 1. Attribute added to cross-reference capabilities to all legacy/AoW systems.
Legacy Reference System Optional Identifies the application system referred to by the Legacy Reference Code attribute. This supplier could exist in multiple legacy/AoW application systems using different identification schemes. Character 256 1. Attribute added to cross-reference capabilities to all legacy/AoW systems.
SUPPLIER CONTACT
NONE

&"-,Bold Italic"Missing Attributes

Supplier Status

This worksheet contains all the proposed values for the Supplier Status & Facility Status attributes.
All the teams feedback has been consolidated into the Change Log column at the end of the worksheet. The response to all feedback has been provided in the Change Log Action column at the end of the worksheet.
Supplier Status Attribute Values Company Definition Facility Definition Change Log Change Log Action Comments
Active 1. Does active imply the Company/Facility has been approved? 2. Business definition is needed. 1. Ask for feedback from broader group? 2. Ask for feedback from broader group?
Inactive 1. Does this imply the Company/Facility is Closed? 2. Business definition is needed. 1. Ask for feedback from broader group? 2. Ask for feedback from broader group? 1. From WSI perspective we would close an Inactive location (but Inactive to me sounds different that closed) - and if a Parent, either reparent to a new parent or close the subsidiaries (as aprropriate to the situation).
On Hold 1.Business definition is needed. 2. Is this the default value for new Suppliers? 1. Ask for feedback from broader group? 2. Ask for feedback from broader group?
Suspended 1.Business definition is needed. 1. Ask for feedback from broader group?
Approved?

Supplier & Facility Category

This worksheet contains all the proposed values for the Supplier & Facility Category attributes.
All the teams feedback has been consolidated into the Change Log column at the end of the worksheet. The response to all feedback has been provided in the Change Log Action column at the end of the worksheet.
Supplier Category Supplier Category Description Change Log Change Log Action Comments
AOW Office Facility that provides services at a Regional or country/ local operations and managerial functions 1. Not used in Merlin. 1. The Supplier MDM will contain a broader set of supplier categories than used in Merlin. For example, the WSI system will have Distribution Centers as suppliers while Steton will Uniforms.
Construction & Development Seating, Décor & Furniture Suppliers. 1. Not used in Merlin. 1. The Supplier MDM will contain a broader set of supplier categories than used in Merlin. For example, the WSI system will have Distribution Centers as suppliers while Steton will Uniforms.
Co-Packer Company that manufactures and/or packages foods for other companies. A co-packer works under contract with the hiring company to manufacture food as though the products were manufactured directly by the hiring company. For example, Nestle s a Supplier and ConAgra is a Co-Packer for canned sausage gravy. 1. Not used in Merlin. 1. The Supplier MDM will contain a broader set of supplier categories than used in Merlin. For example, the WSI system will have Distribution Centers as suppliers while Steton will Uniforms.
Distribution Center Business enterprise that purchased product from suppliers and ship product to the McDonald’s restaurants. 1. Not used in Merlin. 2. Need Business Definition. 1. The Supplier MDM will contain a broader set of supplier categories than used in Merlin. For example, the WSI system will have Distribution Centers as suppliers while Steton will Uniforms. 2. Ask HGS for business definition.
Equipment Company that supplies equipment
External Warehouse Business enterprise that stores and manages the warehousing of a supplier’s product.  The supplier does not own the warehouse but they pay the external warehouse company for storage and warehousing services.  The external warehouses do not own the product, the product is owned by the supplier. External warehouses usually contain products from multiple suppliers.  Many McDonald’s suppliers utilized “cold storage” external warehouse. 1. Not used in Merlin. 2. Need Business Definition. 1. The Supplier MDM will contain a broader set of supplier categories than used in Merlin. For example, the WSI system will have Distribution Centers as suppliers while Steton will Uniforms. 2. Ask HGS for business definition.
Food Company that manufactures and/or processes food
Hub (In the US) Hubs are business enterprises that ship product to the McDonald’s DC’s.  Hubs do not ship directly to restaurants.  Hubs typically own the product in their warehouse and purchase directly from suppliers. Hubs usually carry slower moving items or items where DC’s consistently do not want to order full trailer loads.  Hubs do not carry all products carried by the DC and products carried by the Hubs are by agreement with McDonald’s Supply Chain. 1. Not used in Merlin. 2. Need Business Definition. 2. Ask HGS for business definition.
McDonald's BU Office Location is a business unit for McDonald’s 1. Not used in Merlin.
Operations Supplies Company that manufactures and/or distributes operating supplies (i.e. gloves, mops)
Other Ship Point Business enterprises are suppliers that provide product directly to the restaurants, not through the restaurant’s distribution center.  For example, some bakeries supply to both the DC’s and directly to restaurants (but a restaurant typically will only receive baked goods either from a bakery directly or from the DC, not both). 1. Not used in Merlin. 2. Need Business Definition. 1. The Supplier MDM will contain a broader set of supplier categories than used in Merlin. For example, the WSI system will have Distribution Centers as suppliers while Steton will Uniforms. 2. Ask HGS for business definition.
Packing Company that manufactures packing materials for a product to distribution center. (i.e. corrugated boxes, poly bags) 1. Not used in Merlin. 1. The Supplier MDM will contain a broader set of supplier categories than used in Merlin. For example, the WSI system will have Distribution Centers as suppliers while Steton will Uniforms.
Paper/Packaging Company that manufactures packaging products for presentation to consumer. (i.e. wraps, straws, lids, cartons, fry boxes)
Promotional (including Happy Meal) All promotional production including Happy Meal toys, Arch cards, etc. 1. Not used in Merlin. 1. The Supplier MDM will contain a broader set of supplier categories than used in Merlin. For example, the WSI system will have Distribution Centers as suppliers while Steton will Uniforms.
Service Provider Company that provides supply chain management services (i.e. oil collection, waste management), consulting services, technology providers, etc.
Uniforms Company that provides uniforms for crew, managers, etc. 1. Not used in Merlin. 1. The Supplier MDM will contain a broader set of supplier categories than used in Merlin. For example, the WSI system will have Distribution Centers as suppliers while Steton will Uniforms.
Worldwide Headquarters Facility where a company's executive offices and direct support staff are located 1. Not used in Merlin. 1. The Supplier MDM will contain a broader set of supplier categories than used in Merlin. For example, the WSI system will have Distribution Centers as suppliers while Steton will Uniforms.

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Trading Market Status

This worksheet contains all the proposed values for the Trading Market Status attribute contained on both the Supplier Company and Supplier Facility records.
All the teams feedback has been consolidated into the Change Log column at the end of the worksheet. The response to all feedback has been provided in the Change Log Action column at the end of the worksheet.
Status Field Values Company Definition Facility Definition Change Log Change Log Action Comments
Identified Potential supplier for a product. This could be companies we are considering based on new product and new menu management initiatives, network optimization strategies, top industry leaders or other companies that who we currently do not do business with. Suppliers does not have approval status. Company has identified facilities that could potentially do business with McDonald’s. 1. Not aligned with Merlin. 1. Delete value.
Developmental We have determined to conduct business with the supplier. Minimum requirements are in order to proceed with potential supply. - In process of signing BRL and Confidentiality Agreements and Code of Conduct - McMatrix completed - Supplier does not have approval status New Supplier Checklist started. Audits have been scheduled
Temporary Approved Company is in the process of getting all the minimum requirements completed. BRL and Confidentiality Agreement, Pricing Protocol and Code of Conduct is signed Facility is considered for short-term promotion and/or awaiting the completion of Quality Systems Approvals. 1. Not aligned with Merlin. 1. Delete value.
Approved Company meets all minimum requirements in column 1 of SPI Facility meets all minimum requirements for SPI, SWA, SQMS and any additional QA requirements.
Inactive Company that was once approved and we no longer use this company. For example, promotional items. Facility was once approved and we no longer get supply from. For example, promotional products.
Archived Company that we will not do business with. May have been approved in the past Facility is closed and/or ownership has change.
Probation Company has a serious business violation and/or product performance issues. Formal Compliance/ Corrective action plan in place. Facility has serious product performance issues. The facility is on a formal corrective action notice.
Disapproved McDonald’s Management decision to no longer conduct business with this supplier. McDonald’s Management decision to no longer conduct business with this company.

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Ethnicity, Minority & Gender

This worksheet contains all the proposed values for the Company Ownership Ethnicity and Company Ownership Minority Type attributes.
All the teams feedback has been consolidated into the Change Log column at the end of the worksheet. The response to all feedback has been provided in the Change Log Action column at the end of the worksheet.
Company Ownership Ethnicity Description Change Log Change Log Action Comments
African American A person of black African descent living in the United States.
Native American A person descended from any of the aboriginal peoples of the western hemisphere, specifically of North America.
Asian A person of Asian descent living in the United States.
Hispanic A person of Latin American descent living in the United States.
Arab American A person who identifies themselves as Arab living in the United States.
Caucasian A person of European descent living in the United States.
Company Ownership Minority Type Description Change Log Change Log Action Comments
MBE Minority Business Enterprise is a business which is at least 51% owned, operated and controlled on a daily basis by one or more (in combination) American citizens of the ethnic minority classifications identified in Company Owned Ethnicity.
WBE Women Business Enterprise is a business which is at least 51% owned, operated and controlled on a daily basis by one or more (in combination) American citizens that are women.
MBE/WBE A business which is at least 51% owned, operated and controlled on a daily basis by a combination of one or more American citizens that are women and are of the ethnic minority classification identified in Company Owned Ethnicity.
Company Ownership Gender Description Change Log Change Log Action Comments
Male
Female

&"-,Bold Italic"Ethnicity, Minority and Gender Values

Contact Category

This worksheet contains all the proposed values for the Contact Category attribute.
All the teams feedback has been consolidated into the Change Log column at the end of the worksheet. The response to all feedback has been provided in the Change Log Action column at the end of the worksheet.
Contact Category Values Definition Change Log Change Log Action Comments
ALL Previous Values 1. They need to align to Merlin and Steton. 2. EYES and WSI need Contacts. 1. Original values were deleted from Supplier MDM because Merlin and Steton agree that their respective contacts are different. Consequently, their contacts will not be condidates for Supplier MDM. Instead, they will be maintained in by their separate business groups within either Merlin or Steton. 2. New Contact Category values align to EYES and WSI.
Primary 1. Need business definition. 2. Is this the default value on a new supplier contact? 1. Request business definition from EYES. 2. Request feedback from broader group.
GM 1. Need business definition. 1. Request business definition from EYES.
R&D 1. Need business definition. 1. Request business definition from EYES.
Emergency 1. Emergency is a separate attribute on the Supplier Contact record. 1. Delete value.
Shipping Point 1. Need business definition. 1. Request business definition from EYES.
Remittance 1. Need business definition. 1. Request business definition from EYES.
RPC Complaints 1. Need business definition. 1. Request business definition from EYES.
Account Manager 1. Need business definition. 1. Request business definition from EYES.
Master Data Management 1. Need business definition. 1. Request feedback for definition from the broader group.

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