Supplier Invoice

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Supplier Invoice document sample

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Supplier Standards Manual
Tooling Invoice Approval Form
March 2008 Revision 1.0

Johnson Controls Tooling Invoice Approval Form (TIAF) Instructions
Form Revision 14, March 9,2009.

Overview:
The TIAF is a form/process that is put in place to help JCI verify and track tooling funded purchases. If a fully approved TIAF
(1st and 2nd level approvals) and supporting documentation does not accompany a tooling funded purchase, the supplier invoice
will NOT be paid.
Process:
1. The supplier completes the top portion of the TIAF and e-mails it and the appropriate associated paperwork (see below) to:
ag-na-purchasing-suppliers-tiaf@jci.com . The JCI Buyer name (on the upper right corner of the PO), OEM, Supplier, invoice
number, and PO number must be noted on the email subject line .

2. If the 1st level approver is satisfied that all tooling and product related requirements have been met, he or she signs the
TIAF and forwards all the paperwork to the tooling accountant (2nd level approver). If the 1st level approver is not satisfied that
all the requirements have been met, he or she must indicate why the form will not be signed at that time and e-mail this reason
back to the supplier. The supplier can then work to complete the requirements that have not been met and re-submit the TIAF
paperwork. Note: The invoice must match the JCI purchase order line for line or the TIAF will be rejected.
3. After the appropriate JCI Tooling Accountant (2nd level approval) has reviewed and approved the TIAF, he or she forwards
an e-mail with the TIAF and the appropriate supporting information to the JCI Shared Services Center (SSC). Once received by
SSC, the tooling invoice will be processed for payment.

Required Documentation (Supplier must include with the TIAF packet):
A. TIAF form with top portion complete.
B. Purchase Order - A copy of the original Purchase Order (PO).
C. The supplier invoice - with reference to the JCI tool number(s).
D. Factoring Schedule (if applicable). If the PO has “tooling” terms, the factoring schedule must accompany the TIAF
packet. The factoring schedule should have accompanied the original/factored PO.
E. Tool Identification Pictures -TIS Sheet ( final payment only) - Tool identification as specified in the latest JCI tooling
standards. A DIGITAL photo(s) clearly showing the required identification must be attached to the TIAF. The photos are to be
included in a JPEG format, the TIAF with the photos are to be supplied as an Excel file. TIS sheets must include a photo of
OEM asset identification as well as photos of the tool.

Full Service Suppliers (FSS) or suppliers who procure/manage their own tooling AND provide parts/components from these
tools to JCI may also be required to meet the (2) expectations below (F & G). Contact your CET buyer if you are unclear of the
specific PO/Project requirements.

F. A signed PSW/PPAP with a matching JCI part number and tool ID number (if applicable). PSW (Part Submission
Warrant) - PPAP Approval: When submitting the TIAF, the supplier must include a copy of the PSW/PPAP approval (signed by
the JCI quality engineer) to the appropriate JCI CET Buyer. The PSW/PPAP approval must be for the parts that correspond to
the tooling and equipment that the supplier is invoicing. Note: For suppliers receiving progress payments, this specific
requirement will be for the last payment only.
G. A completed Tooling Information Sheet ( Original Excel Electronic Format ) . Tooling Information Sheet(s): When
suppliers directly provide new injection molds, metal forming tools and certain other kinds of tooling, Tooling Information
Sheet(s) are also required. These sheets must be completed by the supplier and submitted with the TIAF packet. This is to
meet JCI’s customer requirements as well as JCI’s internal needs. Note: For suppliers receiving progress payments this
requirement will be for the last payment only.
Final payment TIAF forms must include the TIS sheets with a digital picture of the permanently affixed tooling identification tag
and/or markings as specified in the JCI tool standards. All Ford, General Motors or OEM specified tool asset numbers noted on
the tool purchase order must be identified per the OEMs instructions. A clearly visible digital photo with the required OEM
identification must be included with the invoice submission in order for the invoice to be paid.
Additional Notes/Helpful Hints:
o When forwarding the TIAF package via e-mail, the subject header must read (Buyer name , Customer, Supplier, invoice number, and
PO number. Other information is optional). Example: Denise Bookie, Ford, Joe’s Machine Shop, invoice 12345, PO 678910.
o When sending the e-mail, do NOT combine different customers (GM, Ford, Honda) into the same e-mail. E-mails must be customer
specific. It IS OK to combine several TIAF’s for the same supplier.
o To minimize the amount of printing & re-scanning, the TIAF’s should be in one file/attachment (same customer as stated above) and
the supporting documentation should be in another file/attachment within an e-mail. In other words, if you have (4) TIAF’s for a Ford
program, you should have ONE e-mail that has (4) TIAF’s in one attachment and ALL the supporting documentation for the (4) TIAF’s in the
second attachment.

o Tool Order Identification: ALL NEW Tooling orders/items should: a) Be identified in each LINE ITEM description under "Part
Number". For TOOLING, the part numbers should start with G9080_ _. Examples include "G908010/Assembly Tooling",
"G908015/Cutting", "G908020/Die Casting", "G908025/Foaming", "G908030/Hand Tools", "G908035/Molding"..and/or b) Will be identified in
the Invoice Mailing Address of the PO as "...a JCI tooling order..." Contact your buyer if you are unclear if an PO is a tooling funded order.
o The TIAF does NOT apply to CAPITAL items, plant expensed items, prototype, “direct” materials, or scheduled orders. ALL non-
tooling orders should be sent directly to A/P as identified on the PO.

file name: b2604123-5b7d-4e61-857e-12766f0fc375.xls Page 1 of 5
Johnson Controls Tooling Invoice Approval Form (TIAF)
Form Revision 14, March 9,2009.

This section to be completed by the Supplier
This form pertains to tooling funded purchases by the Johnson Controls Automotive Group, North American Operations. The
Supplier is responsible for filling out this section of the form completely, attaching the supporting information, and obtaining the
necessary signature(s) (reference "Instructions" tab for further explanation).

Supplier Name/Number (as indicated on PO)
Date this form was submitted to JCI
Supplier representative (name)
Supplier fax number
Supplier E-mail
JCI P.O. Number
Supplier invoice number (Please list all invoice numbers if submitting
multiple invoices)

JCI Tool Number(s)

OEM ( I.E. GM , Ford ) Tool Numbers
JCI P.O. line number(s) on this invoice
Total amount on invoice (factored amount if applicable) (Please list each
amount per invoice if submitting multiple invoices)

Payment terms on the purchase order
Program Description (I.E. GMT345, Ford P221, etc.)
Final Ship To Location of Tools on P.O. (Please fill in the name and address of where
the tools are to be or have been shipped to . (Production Plant, Supplier etc.)

Comments

This section to be completed by the JCI 1st and 2nd level approvers

1st Level Approval (Authorized JCI tooling buyer):
By signing below, I am indicating that the tooling invoice specified on the above mentioned JCI Purchase Order is approved for
payment per the terms and conditions set forth on that Purchase Order. Also, for tooling responsible parts suppliers, a PSW/PPAP
and Tooling Information Sheet has been reviewed and is acceptable. E-mail this form & associated paperwork for 2nd level
approval to ag-toolinginvoices@jci.com. Please make sure to CC the supplier as well.

JCI CE/T Buyer or P.O. Originator Signature Date

Printed Name

Title/Phone
Comments

2nd Level Approval:
By signing below, I am indicating that payment should be made to the above supplier. For purchase orders with CR45 terms, I
have verified that JCI has received reimbursement from its customer for tooling and/or equipment and provide approval heron per
the signature below.

JCI CBU Tooling Accountant Signature Date

Printed Name

Title/Phone
Comments

Reason for non-approval of supplier invoice
PSW/PPAP not attached Payment terms on P.O. not met at this time
Tooling Information Sheet(s) not provided Payment on hold pending audit completion
P.O. Or SOR requirements not met (explain) Other (explain)
JCI TOOLING INFORMATION SHEET - MOLD
Form Revision 14, March 9,2009.

This form is applicable to the Johnson Controls Automotive Systems Group North American Operations. The Supplier is responsible for filling out this form
completely and returning it electronically (via e-mail to: ag-na-purchasing-suppliers-tiaf@jci.com) . The JCI Buyer name on the upper right corner of the PO
must be noted on the email subject line . Upon receipt of the completed forms and required information as stated in the instructions , the Tooling Buyer will
approve the Tooling Invoice Approval form. Invoice Approval forms will not be approved, and tooling invoice(s) will not be paid, without this form being
submitted. All other Purchase Order terms will continue to apply. Complete instructions are included on the JCI tooling Invoice Approval instruction tab.
NOTE: PICTURES MUST INCLUDE VIEWS OF THE TOOL IN THE OPEN POSITION AND ONE WITH THE OEM / JCI TOOL NUMBER VISIBLE
(INCLUDE EXTRA PICTURES IF NECESSARY).

Picture of Part
Date:
Program Name:
JCI Tool Number:
JCI Part Name:
JCI Part Number/Revision:
Tool Vendor:
Tool Size (W" x L" x H"):
Tool Weight
Number of Cavities:
Production Press Size (Tons):
Cycle Time (sec.):
Tool Steel Type:
Tool Build Time (weeks):
Part Material:
Part Size:
Gate Type:
Number of Drops: Pictures of Cavity and Core in the Open Position
Manifold Manufacturer:
Number of Slides:
Number of Lifters:
Hydraulics:
Texture Type:
Texture Vendor:
Tool Design Hours:
Tool Fabrication Hours:
Tool Material Cost:
Texture Cost:

OEM Tool Identification Tag
JCI TOOLING INFORMATION SHEET - DIES / PRESS STAMPING PROCESS JCI RFQ #:
Form Revision 14, March 9,2009.

This form is applicable to the Johnson Controls Automotive Systems Group North American Operations. The Supplier is responsible for filling out this
form completely and returning it electronically (via e-mail to: ag-na-purchasing-suppliers-tiaf@jci.com) . The JCI Buyer name on the upper right corner
of the PO must be noted on the email subject line . Upon receipt of the completed forms and required information as stated in the instructions , the
Tooling Buyer will approve the Tooling Invoice Approval form. Invoice Approval forms will not be approved, and tooling invoice(s) will not be paid,
without this form being submitted. All other Purchase Order terms will continue to apply. Complete instructions are included on the JCI tooling Invoice
Approval instruction tab. NOTE: PICTURES MUST INCLUDE VIEWS OF THE TOOL IN THE OPEN POSITION AND ONE WITH THE OEM / JCI
TOOL NUMBER VISIBLE (INCLUDE EXTRA PICTURES IF NECESSARY).

Part No. Rev. Level: Vehicle #/Program
Part Name Date
Production Volume Supplier
JCI Tool # Department
Tool Vendor Requested by
Material Spec Thickness (In) Material Weight (LB) Parts Weight (LB)

Design Hrs. Design Cost Fab Hrs Fab Cost Material Cost Design Source Fab Source
Picture of Part
Required per Hr Req'd per Hr

Tooling Cost Capital Cost
Phase 1
Sample Date Date Delivery Date

Press Tonnage # Stations Cam Stations SPM

Pcs per
Die Size (W *L*H) X X
stroke
Die Type JCI Press #

Strip Lay-Out

Blank Size/Scrap Process Description (Stations)

Stock Width (IN) 1 9 17 25
2 10 18 26
Progression (IN)
3 11 19 27
Scrap Yield Ratio
4 12 20 28

Minimum Scrap Length 5 13 21 29

6 14 22 30
Front Side Back Side RH LH
7 15 23 31
8 16 24 32

OEM Tool Identification Tag
JCI TOOLING INFORMATION SHEET - Special Machine Process/Gage/Fixture JCI RFQ #:
Form Revision 14, March 9,2009.

This form is applicable to the Johnson Controls Automotive Systems Group North American Operations. The Supplier is responsible for filling out this form
completely and returning it electronically (via e-mail to: ag-na-purchasing-suppliers-tiaf@jci.com) . The JCI Buyer name on the upper right corner of the PO
must be noted on the email subject line . Upon receipt of the completed forms and required information as stated in the instructions , the Tooling Buyer
will approve the Tooling Invoice Approval form. Invoice Approval forms will not be approved, and tooling invoice(s) will not be paid, without this form being
submitted. All other Purchase Order terms will continue to apply. Complete instructions are included on the JCI tooling Invoice Approval instruction tab.
NOTE: PICTURES MUST INCLUDE VIEWS OF THE TOOL IN THE OPEN POSITION AND ONE WITH THE OEM / JCI TOOL NUMBER VISIBLE
(INCLUDE EXTRA PICTURES IF NECESSARY).

Part No. Rev. Level: Vehicle #/Program
Part Name Date
Production Volume Supplier
JCI Tool # Department
Tool Vendor Requested by

Design Hrs. Design Cost Fab Hrs Fab Cost Material Cost Design Source Fab Source
Frame Picture Required per Hr Req'd per Hr

Capital/Supplier
Tooling Cost Owned Equip Cost
Phase 1
Sample Date Date Delivery Date

Machine Machine Size
Type (L X W)

Process Detail or Machine Detail

Stations ReQ'D Est. Load Time

Type of PLC

Machine Cycle Time Complete Cycle Time

Manual Unload Auto Unload Seam Finder

OEM Tool Identification Tag