Enter Tolerance Template for Customer Schedules

Explanation

Use this activity to enter tolerance templates used for customer schedules. This task is mandatory if using bucketed tolerance check, and optional if using cumulative tolerance check.

Tolerance templates are used by bucketed schedule tolerance checks for customer schedules. The template represents a schedule definition for the time buckets and the schedule tolerances in these buckets. The tolerance is defined as a percentage of the scheduled cumulative order quantities.

The tolerance checking process uses the template as the guideline for 'bucketed' comparison, which signals suppliers about possible order processing problems. The tolerance often mirrors an actual agreement between the customer and the supplier with financial penalties associated for out-of-tolerance requests.

The template is a reusable definition to be applied to specific parts on the customer agreements. This definition of tolerance is connected to the customer schedule, either at the Customer Schedule Agreement or Customer Schedule Agreement Part.

The templates are defined for distinct buckets made up of a number of time units (DAYS) as well as over and under tolerance percentage associated, where the first bucket is closest in time and the last bucket for future evaluations.

Bucket

Description

Size

Unit

Tolerance Below % Tolerance Above %

1

Firm

5

Days

2

0

2

Fabrication

20

Days

5

5

3

Raw Material

30

Days

15

20

4

Plan

60

Days

25

50

Prerequisites

This activity has the following prerequisites:

System Effects

As a result of this activity:

Window

Customer Schedule Basic Data

Related Window Descriptions

Customer Schedule Basic Data/Tolerance Template

Procedure

To perform this activity, follow these steps:

  1. Open the Customer Schedule Basic Datawindow.
  2. Click the Tolerance Template tab.
  3. Create a new record.
  4. In the Tolerance Template field, enter up to five alphanumeric characters for the ID.
  5. In the Description field, enter the description.
  6. Create a new row in the table.
  7. In the Bucket No field, enter the sequence number of the bucket.
  8. In the Bucket Size field, enter the number of days for the bucket.
  9. In the Tolerance Bucket Unit list, click Days.
  10. In the Tolerance Under (%) field, enter the percentage schedule decrease as the lowest acceptable deviation.
  11. In the Tolerance Above (%) field, enter the percentage schedule increase as the highest acceptable deviation.
  12. Save the changes.