Setting Up Configured Parts in Distribution—Exercises
IMPORTANT |
It is extremely important that you set up and work within your own site to maintain your data integrity. If you
work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable
exercise results require that your data be isolated in your own site. |
Basic Data Setup
Customer
Purpose: The purpose of this exercise is to create a customer to be used when performing the CTO flow in
distribution.
Windows:
Customer
Site to Customer Supply Chain Parameters
- Open the
Customer window, and search for customer 1000.
- Right-click, then click Copy Customer to create your new customer, XX3333.
- Click the
Invoice tab. Verify that invoice data is copied. If not, click New to enter valid data for this external customer.
- Click the
Order/Misc Customer Info tab. Enter NO in the order type field.
- Click the Customer/Address/Delivery
Tax Information tab. Verify that the tax code data is copied. If not,
click the Company field and click New to enter 10 in the company field.
Also verify that the tax code is copied. If not, create a new line and enter AZST in the tax code field.
- Save the record.
- Open the
Site to Customer Supply Chain Parameters window and
query for you customer.
- Enter the ship via code 30 in the Ship Via field and a lead time of
one day.
- Save the record.
General exercise for Customer
General exercise for
Site-to-Customer Supply Chain Parameters
Main Exercises
Purpose: The purpose of this exercise is to show you how to determine what is displayed in reports.
Windows:
Configuration Language Characteristic
You have decided to not display the power systems characteristics on the pick list.
Note: Note that this change is done for the characteristic for the predefined garage door, i.e., this
exercise can only be done by one student. Other students may just verify the change.
- Open the
Configuration Language Characteristic/Display Information tab, and search for the GDPOWERSYS characteristic.
- Select No in the display characteristic field for the Customer Pick Report.
- Save the record.
Purpose: The purpose of this exercise is to show you more options for what is displayed in different
reports connected to the customer order.
Windows:
Sales Basic Data
/Print Controls
Customer
/Order
/Misc Customer Info
- You want to display the characteristics on the following reports; customer order confirmation, delivery note, and customer
invoice. On the customer order confirmation, all characteristics and additional price should be displayed, while on the delivery
note only the characteristics need to be displayed. Finally, on the customer invoice only characteristics affecting the sales
price should be displayed.
- Create your own print template in the
Sales Basic Data /Print Controls tab. Name the template XXP,
add a description, and save the entered data.
- In the lower part of the window find the three reports:
Customer Order Confirmation—In the Print Configuration field, chose the option, Print With Price All Characteristics
Delivery Note for Customer Order—In the Print Configuration field, chose the option, Print Without Price
Customer Order Invoice—In the Print Configuration field, chose the option, Print With Price Contributing Characteristics Only.
Save.
- Connect your template XXP to your customer. This is done in the Print Control field found in
the Customer/Order/Misc Customer Info tab.