Enter Part Data on Customer Schedule Agreement Part

Explanation

The function of this tab is to identify one or several sites in the company to supply the customer part for this agreement. It is possible to connect several sites to one customer part, but only one of them is identified as the default site. Alternate supplying sites can be entered as optional sites. The release process uses the default site to identify the customer order against which deliveries should be made, unless another site from the agreement has been entered on the customer schedule line. In those cases the entered site will be used by the system instead.

In the Customer Order Creation list, you can specify whether the customer order created in advance or on demand will be used to release confirmed demands received in a customer schedule. If you choose Create In Advance, you must enter the order number. On the other hand, if you choose Create On Demand, you do not have to create and enter a customer order in advance. The customer order will, if needed, be created when the confirmed demands from a customer schedule is released.

Prerequisites

• A customer schedule agreement or a customer schedule agreement part header must have been entered.
• To enter any customer part, it is necessary that the part has been connected to the company's sales part. This is done in Sales Part Cross Reference found in the module Customer Order.

System Effects

• As a result of this activity, a customer order created in advance or on demand will be connected to the customer schedule agreement part. The connected order will be used whenever a schedule line is converted into a customer order line. 
• When a fixed order is used, such as an order created in advance, the release process will change to the next order on the specified start date. If create on demand orders are used, the release process will change the order automatically when needed, i.e., when you cannot add any more lines, such as in the case of an order being delivered.

Window

Customer Schedule Agreement Part

Related Window Descriptions

Customer Schedule Agreement Part/Supply

Procedure

1. After finding the desired agreement and customer part by using the Query Dialog, you start off by marking the supply line and using the New function.
2. Enter the applicable site manually or use the List of Values.
3. Indicate the desired start date for the customer order, and select the correct alternative in the Customer Order Creation list.
4. If you select the alternative Create In Advance, you must enter a valid order number in the Order No field.
5. Mark the correct alternative in the column Default Site. If you wish the site to be used as default, mark the alternative Default Site; the other should be marked as Optional Site.