Initial Exercises—Define Distribution Basics 1

Initial Exercises

Purpose: The purpose of these initial exercises is that the instructor will use them for demonstrating required basic data in within IFS Supply Chain, which entails:

IMPORTANT
These initial exercises are intended for instructor use.
If you are a student, 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.

Enter Basic Data for Distribution

Purpose: The purpose of this exercise is to introduce you to the basic functionality for Basic Data for Distribution. You will enter basic data for Coordinator Group, Coordinators, Ship Via Code, and Delivery Terms.

Prerequisites: Since this exercise shows how to enter basic data, there are no prerequisites.

Windows:
Coordinator Groups
Coordinators
Ship Via Codes
Delivery Terms

Steps: To complete this exercise, perform the following steps.

Coordinator Group

  1. Open the Coordinator Groups window and create a new record (F5).
  2. In the Coordinator Group ID field, enter one character for the ID.
  3. Enter a description for the coordinator group.
  4. In the Order No field, enter the starting number of your customer order number series.
  5. In the Quotation No field, enter the starting number of your sales quotations number series.
  6. Save the changes (F12).

Coordinator

  1. In the Coordinators window, create a new record (F5).
  2. Select your person ID from the List of Values.  The name and phone will be automatically filled in if they have been entered in the person record.
  3. Select the coordinator group, which you created above, from the List of Values.
  4. Save the changes (F12).

Ship Via Code

IFS Racing uses four ways of transporting goods to an English-speaking supplier: truck (XXT), boat (XXB), air (XXA), and mail (XXM). The codes within the parentheses are the ship via codes that you can use, where XX should be replaced by your initials, and the third letter represents the delivery mode.

  1. Open the Ship Via Codes window and create a new record (F5).
  2. In the Ship Via Codes field, enter Truck (XXT) for the first delivery mode, replacing XX with your initials.
  3. In the Language field, select English from the List of Values.
  4. Enter an appropriate description for your delivery mode.
  5. In the Mode of Transport list, click the mode of transport.
  6. Save the changes (F12).
  7. Repeat for the other three delivery modes.

Delivery Terms

  1. Open the Delivery Terms window, and create a new record (F5).
  2. In the Delivery Term ID field, enter a maximum of three characters for the delivery term ID, e.g., XXP for Prepaid, where XX should be replaced by your initials.
  3. Select the appropriate language code from the List of Values, e.g., En (English).
  4. Enter a description of your delivery term in the same language as indicated for your delivery terms, e.g., Prepaid.
  5. Save the changes (F12).

Enter System Data for Distribution

Purpose: The purpose of this exercise is to introduce you to the basic functionality for entering system data for IFS Supply Chain. This will be done by entering a site, connecting the site to a user, and entering user information.

Windows:
Site
Sites per User

Enter Site

  1. Open the Site window and create a new record (F5) to create a new site.
  2. In the Site field, enter XX1, where XX is replaced with your initials.
  3. Click the General tab in the window.
  4. In the Distribution Calendar field, select the calendar to use in the IFS Supply Chain application from the List of Values
  5. In the Manufacturing Calendar field, select the calendar to use in the IFS Manufacturing application from the List of Values.
  6. Save the changes. As a result, the Add Information for Site in Enterprise dialog box will open. (Note: this dialog box opens only if the site ID you have entered in the Site field does not already exist in the system.)
  7. In the Add Information for Site in Enterprise dialog box, enter a description for the new site and the company to which the site should belong. Select a value for the Delivery Address field if necessary and click OK to close the dialog box and return to the Site window.

Connect Site to User

  1. Open the Sites per User window.
  2. Query for the user you are logged on as by selecting your user in the User ID list.
  3. Create a new column line by creating a new record (F5).
  4. In the Site field, select the new site from the List of Values and save the changes (F12).
  5. Set the site as your default site by selecting the line, and right-clicking and then clicking Set as Default Site.
  6. Save the changes (F12).

Entering User Information

  1. Open the Sites per User window.
  2. Query for the user you are logged on as by selecting your user in the User ID list.
  3. Select the default coordinator ID, default buyer ID and default planner ID from the List of Values.
  4. Save the changes (F12).