Define Supplier to Site Supply Chain Parameters

Explanation

Use this activity to manage supply chain parameters, i.e., the ship via codes, lead times, distance, and expected shipping costs for deliveries from external supplier addresses to internal demand sites within your corporation.

There are several work options from different views for the same object(s) when working with supply chain parameters. You can chose from three different views:

• The overview window Supplier to Site Supply Chain Parameters
• The matrix window Supply Chain Matrix for Site (the From External Supplier tab)
• The matrix window Supply Chain Matrix for Supplier (the To Demand Site tab).

The information in the overview window for the supplier-to-site relations is exactly the same as in the corresponding tabs in the matrixes. The only difference is the way the information is displayed. This means that a parameter needs to be updated in only one of the views. The matrix windows provide the ability to work with all relations for an object, i.e., from a focal point, in a single window.

When you enter the delivery mode (ship via), the chosen language in the supplier record determines which ship via codes are available. The external transport lead time and internal transport lead time are required parameters, while distance, expected additional cost and currency can be useful to define the sourcing feature.

Both the overview window and the matrix windows are divided into two tables. In the upper table, you can view and enter general supply chain parameters. In the lower table, you can view or define exceptions for each general supply chain parameter defined in the upper table. The exceptions are defined on a supply chain part group level, which means the parameters are valid for all the inventory parts connected to the same supply chain part group.

Prerequisites

Required:

• The internal demand site must have been entered in the Site window.
• The external supplier must have been entered in the Supplier window.
• When you work in the matrixes, the focal point in the header, i.e., the point of departure, must have been connected to your user in the Sites per User window.
• The ship via code with the correct language code (the same as in the supplier record), must have been entered in the Ship Via Codes window.

Optional:

• To trade between an external supplier and an internal demand site in the system, the connections between the demand site and the customer should be established. Do this on the Order/Misc Customer Info tab of the Customer window.
  Also, a default ship via code and delivery term must be specified for the delivery address in the supplier record, and the delivery address in the customer record.
• The currency must have been activated on the Currency tab of the ISO Code Usage window. The expected additional cost requires that the currency is stated and activated.

Required when defining exceptions to the general parameters:

• The inventory part that requires supply chain parameters other than the general ones, must have been connected to a supply chain part group.

System Effects

As a result of this activity:

• Supply chain parameters are defined for deliveries from external supplier addresses to internal demand sites, within your corporation.
• If the delivery address is marked as default in the supplier record, the Default Address check box is selected.
• The first entry for a particular relation automatically becomes the default setting when shipping goods (the Default check box is selected). If you have more than one record for this specific relation, you can change the default record (and ship via code), by right-clicking and clicking Set as Default Ship Via, on the selected record.

Window

Supplier to Site Supply Chain Parameters
Supply Chain Matrix for Site
Supply Chain Matrix for Supplier
Supplier

Related Window Descriptions

Supplier to Site Supply Chain Parameters
Supply Chain Matrix for Site
Supply Chain Matrix for Site/From External Supplier
Supply Chain Matrix for Supplier
Supply Chain Matrix for Supplier/To Demand Site
Supplier
Supplier/Address/Purchase Address Info

Procedure

Select one of the procedures from, A 1, A 2 or A 3. Then, continue to procedure B for defining exceptions.

A 1. Establishing a relation in the Supplier to Site Supply Chain Parameters window

1. Open the Supplier to Site Supply Chain Parameters window.
2. Create a new record.
3. Enter the external supplier, either by entering the short code or by using the List of Values. The name of the supplier appears automatically.
4. Enter the supplier's delivery address, either by entering the short code or by using the List of Values.
5. Enter the internal demand site, either by entering the short code or by using the List of Values.
6. Enter the delivery mode in the Ship Via field, either by entering the short code or by using the List of Values. The description appears automatically.
7. Specify the external transport lead time in calendar days. The entry must be defined by integers.
8. Specify the internal transport lead time in calendar days.
9. Save your entry.

The following parameters can be useful to define the sourcing feature:

• Enter the distance between the external supplier and the internal demand site. Any unit of measure can be used.
• Enter an expected additional cost for shipping the parts by using the specified delivery mode. When you enter an expected additional cost you also need to specify the currency.

A 2. Establishing the relation in the Supply Chain Matrix for Site window, on the From External Supplier tab.

1. Open the Supply Chain Matrix for Site window.
2. Populate or query for the internal demand site.
3. Click the From External Supplier tab, and create a new record.
4. Enter the external supplier, either by entering the short code or by using the List of Values. The name of the supplier appears automatically.
5. Enter the supplier's delivery address, either by entering the short code or by using the List of Values.
6. Enter the delivery mode in the Ship Via field, either by entering the short code or by using the List of Values. The description appears automatically.
7. Specify the external transport lead time in calendar days. The entry must be defined by integers.
8. Specify the internal transport lead time in calendar days.
9. Save your entry.

The following parameters can be useful to define the sourcing feature:

• Enter the distance between the internal demand site and the external supplier. Any unit of measure can be used.
• Enter an expected additional cost for shipping the parts by using the specified delivery mode. When you enter an expected additional cost you also need to specify the currency.

A 3. Establishing the relation in the Supply Chain Matrix for Supplier window, the To Demand Site tab.

1. Open the Supply Chain Matrix for Supplier window from the Navigator and populate or query for the external supplier. Or, on the Address/Purchase Address Info sub tab of the Supplier window, right-click and then click Supply Chain Matrix for Supplier.
2. If the supplier has several delivery address identities, it is important to select the address for which you will define the supply chain parameters. Do this by using the From External Supplier list. If the selected address is the default delivery address in the supplier record, the Default Address check box is selected.
3. Click the To Demand Site tab and create a new record.
4. Enter the internal demand site, either by entering the short code or by using the List of Values.
5. Enter the delivery mode in the Ship Via field, either by entering the short code or by using the List of Values. The description appears automatically.
6. Specify the external transport lead time in calendar days. The entry must be defined by integers.
7. Specify the internal transport lead time in calendar days.
8. Save your entry.

The following parameters can be useful to define the sourcing feature:

• Enter the distance between the external supplier and the internal demand site. Any unit of measure can be used.
• Enter an expected additional cost for shipping the parts by using the specified delivery mode. When you enter an expected additional cost you also need to specify the currency.

B. Defining exceptions to the general supply chain parameters

1. Select one of the alternatives listed below:

• Open the Supplier to Site Supply Chain Parameters window.
• Open the Supply Chain Matrix for Site window, and populate or query for the internal demand site. Click the From External Supplier tab.
• Open the Supply Chain Matrix for Supplier window from the Navigator, and populate or query for the external supplier and the correct address. Or, on the Address/Purchase Address Info sub tab of the Supplier window, right-click and then click Supply Chain Matrix for Supplier.

2. Select the entry in the upper table for which you need to enter exceptions.
3. Click in the lower table and create a new record.
4. Enter the supply chain part group, either by entering the short code or by using the List of Values. The description appears automatically.
5. Enter the delivery mode in the Ship Via field, either by entering the short code or by using the List of Values. The description appears automatically.
6. Specify the external transport lead time in calendar days. The entry must be defined by integers.
7. Specify the internal transport lead time in calendar days.
8. Save your entry.

The following parameters can be useful to define the sourcing feature:

• Enter the distance between the external supplier and the internal demand site. Any unit of measure can be used.
• Enter an expected additional cost for shipping the parts by using the specified delivery mode. When you enter an expected additional cost you also need to specify the currency.