Setting Up Site-to-Site Supply Chain Parameters for Trading—Exercises

Basic Data Setup

Site

 

Purpose: The purpose of this exercise is to enter a supply site that will be connected to a supplier, and a demand site that will be connected to a customer. By establishing the connection, an internal supply site and an internal demand site is created.

Windows:
Site
Sites per User

  1. Open the Site window.
  2. Create XXM (replace XX with your initials) as a new site for Miami. This will be the supply site in this exercise. Connect the site to company 10. Enter an asterisk (*) for both the distribution and manufacturing calendar.
  3. Create XXB (replace XX with your initials) as a new site for Boston. This will be the demand site in this exercise. Connect the site to company 10. Enter an asterisk ( *) for both the distribution and manufacturing calendar.
  4. Click the Sites per User window and then connect the two sites to your user ID.

Note: The exercise will be easier to follow if the site description describes the type of site, i.e., whether it is a supply site or demand site.

General exercise for Entering Site

Supplier

Purpose: The purpose of this exercise is to enter a supplier that will be connected to the supply site. By establishing the connection, an internal supply site will be created.

Windows:
Supplier

  1. Enter the supplier XXM-IS, replacing XX with your initials.
  2. In the General tab, use English as the default language.
  3. In the Address tab, create a new address identity.

Note: The exercise will be easier to follow if you are using SD (supplier delivery address) as the address identity.

  1. In the Address/General Address Info subtab, verify that the address type Delivery is marked as the default address identity that you are going to use.
  2. In the Address/Purchase Address Info subtab, use CIF (Cost Insurance Freight) as the default delivery term,  and 30 (Road Transport) as the default ship-via code.
  3. Enter necessary data in the Invoice tab, the Purchase tab, and their subtabs. Remember to use company 10 in the Invoice tab.
  4. Establish the connection between the supplier and the supply site XXM in the Purchase/Misc Supplier Info subtab.

 General exercise for Supplier

Customer

Purpose: The purpose of this exercise is to enter a customer that will be connected to the demand site. By establishing the connection, an internal demand site will be created.

Windows:
Customer

  1. Enter the customer XXB-ID, replacing XX with your initials.
  2. In the General tab, use German as the default language.
  3. In the Address tab, create a new address identity.

Note: The exercise will be easier to follow if you are using CD (customer delivery address) as the address identity.

  1. In the Address/General Address Info subtab, verify that the address type Delivery is marked as the default address identity you are going to use.
  2. In the Address/Order Address Info subtab, use CIF (Cost Insurance Freight) as the default delivery term, and 30 (Strassen transport) as the default ship-via code.
  3. Enter necessary data in the Invoice tab, the Order tab, and their subtabs. Remember to use company 10 in the Invoice tab.
  4. Establish the connection between the customer and the demand site XXB in the Order/Misc Customer Info subtab.

General exercise for Customer  

Supply Chain Part Group

Purpose: The purpose of this exercise is to enter a supply chain part group to be able to practice on defining exceptions.

Windows:
Inventory Basic Data/Supply Chain Part Group

General exercise for Supply Chain Part Group 

Purchased Inventory Part

Purpose: The purpose of this exercise is to enter an inventory part that will be connected to the supply chain part group. Then it is possible to define exceptions to the entered supply chain parameters for an established supply chain relation.

Windows:
Inventory Part

  1. Enter an inventory part with the part number XX-321, replacing XX with your initials, and the description Fluid.
  2. Enter the inventory part for the demand site, i.e., XXB. (To run a complete flow you need to establish a connection between the part and supplier. You also need to copy the inventory part to the supply site, i.e., XXM, enter the inventory part as a sales part, and also place the parts in a picking location). 
  3. Enter yourself as a planner.
  4. Use Liter as the unit of measure.
  5. Use 100 USD as the estimated material cost.
  6. In the Acquisition tab, connect the inventory part to your supply chain part group.

General exercise for Purchased Inventory Part

Main Exercise

Purpose: The purpose of this lesson is to set up a supply chain relation between an internal supply site and an internal demand site, and also define supply chain parameters.

After you have completed the exercises, you can study how the supply chain parameters are retrieved by entering a purchase order on the internal demand site or a customer order on the internal supply site.

Windows:
Site to Site Supply Chain Parameters

Setting Up Site-to-Site Supply Chain Parameters

  1. Open the Site to Site Supply Chain Parameters window.
  2. Create a new record (F5).
  3. Enter the internal supply site. When you continue to the next entry field, the internal supplier appears automatically.
  4. Enter the internal demand site. When you continue to the next entry field, the internal customer appears automatically.
  5. Enter a ship-via code for sea transportation, e.g., 40 (Sea Transport). The description appears automatically.
  6. Specify the delivery lead time in calendar days, e.g., 3 days.
  7. Specify the internal time in calendar days, e.g., 1 day.
  8. Enter the distance between the internal supply site and the internal demand site, e.g.,  2200 (km).
  9. Enter an expected additional cost for shipping the parts by using the entered transportation method, e.g., 100.
  10. Specify in what currency the expected additional cost is entered, e.g., USD. You can find an applicable currency by using the List of Values.
  11. Save your entry (F12).

Note: You also can work from the Supply Chain Matrix for Site window.

Defining Exceptions to the Supply Chain Parameters

  1. Open the Site to Site Supply Chain Parameters window.
  2. Select the entry in the upper table for which you want to enter exceptions.
  3. Place the cursor in the lower table and create a new record (F5).
  4. Enter the supply chain part group. The description appears automatically when you continue to the next field.
  5. Enter a ship-via code for air transportation, e.g., 10 (Air Transport). The description appears automatically. 
  6. Specify the delivery lead time in calendar days, e.g., 1 day.
  7. Specify the internal time in calendar days, e.g., 1 day.
  8. Enter the distance between the internal supply site and the internal demand site, e.g., 2000 (km).
  9. Enter an expected additional cost for shipping the parts by using the entered transportation method, e.g., 200.
  10. Specify in what currency the expected additional cost is entered, e.g., USD. You can find an applicable currency by using the List of Values.
  11. Save your entry (F12).